Itau Unibanco Holding S.A.
ITUB- Exchange
- NYSE
- Industry
- State Commercial Banks
- SEC CIK
- 0001132597
In the last 90 days, Itau Unibanco Holding S.A. insiders filed 0 open-market purchases and 2 sales; 394 institutions reported holding it in 13F filings for Q2 2026, worth $9.52B in total; Oaktree Capital is the only superinvestor holding it.
13F holders, Q4 2022
Institutional positions in Itau Unibanco Holding S.A. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 290
- +25 vs. Q3 2022
- Shares held
- 841.1M
- +31.9M (+3.9%) vs. Q3 2022
- Total value
- $3.96B
- −$210.2M (−5.0%) vs. Q3 2022
- New holders
- 52
- 94 more added
- Sold out
- 27
- 106 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ITUB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 394 | $9.52B |
| Q1 2026 | 389 | $10.0B |
| Q4 2025 | 383 | $8.72B |
| Q3 2025 | 335 | $8.84B |
| Q2 2025 | 333 | $7.78B |
| Q1 2025 | 316 | $5.56B |
| Q4 2024 | 332 | $4.43B |
| Q3 2024 | 348 | $5.72B |
| Q2 2024 | 334 | $4.90B |
| Q1 2024 | 324 | $5.62B |
| Q4 2023 | 315 | $5.83B |
| Q3 2023 | 285 | $4.40B |
| Q2 2023 | 289 | $4.85B |
| Q1 2023 | 273 | $4.03B |
| Q4 2022 | 290 | $3.96B |
| Q3 2022 | 269 | $4.17B |
| Q2 2022 | 274 | $3.78B |
| Q1 2022 | 277 | $5.57B |
| Q4 2021 | 269 | $3.92B |
| Q3 2021 | 306 | $5.44B |
| Q2 2021 | 303 | $6.38B |
| Q1 2021 | 303 | $5.10B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 92,257,862 | $434.5M | 0.69% | −10,154,008−9.9% | Reduced |
| Westwood Global Investments, LLC | 62,873,797 | $296.1M | 16.69% | +6,810,865+12.1% | Added |
| Pendal Group Limited | 51,673,352 | $243.4M | 2.10% | +6,345,018+14.0% | Added |
| National Bank of Canada | 48,445,136 | $228.2M | 0.62% | +48,445,100+134,569,722.2% | Added |
| Franklin Resources Inc | 33,136,279 | $156.1M | 0.08% | +1,928,974+6.2% | Added |
| Robeco Institutional Asset Management B.V. | 29,758,808 | $140.2M | 0.40% | +29,758,808 | New |
| Vanguard Group Inc | 27,690,764 | $130.4M | 0.00% | +956,389+3.6% | Added |
| Bank of America Corp | 27,485,905 | $129.5M | 0.02% | +19,715,309+253.7% | Added |
| BlackRock Inc. | 26,234,224 | $123.6M | 0.00% | −1,973,093−7.0% | Reduced |
| Harding Loevner LP | 24,140,887 | $113.7M | 0.66% | −2,377,979−9.0% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 22,787,055 | $107.3M | 1.16% | −3,490,502−13.3% | Reduced |
| Itau Unibanco Holding S.A. | 21,375,771 | $98.3M | 4.00% | +2,308,296+12.1% | Added |
| Fisher Asset Management, LLC | 17,558,302 | $82.7M | 0.06% | −1,629,481−8.5% | Reduced |
| Orbis Allan Gray Ltd | 16,486,569 | $77.7M | 0.62% | −9,763,159−37.2% | Reduced |
| Baillie Gifford & Co | 15,984,805 | $75.3M | 0.08% | −3,013,905−15.9% | Reduced |
| JPMorgan Chase & Co | 15,457,850 | $72.8M | 0.01% | −2,552,404−14.2% | Reduced |
| Ameriprise Financial Inc | 15,292,886 | $72.0M | 0.02% | −53,647−0.3% | Reduced |
| Dodge & Cox | 15,276,105 | $72.0M | 0.05% | −8,875,400−36.7% | Reduced |
| William Blair Investment Management, LLC | 12,955,597 | $61.0M | 0.23% | −5,106,494−28.3% | Reduced |
| GQG Partners LLC | 12,382,089 | $58.3M | 0.16% | −1,851,209−13.0% | Reduced |
| Deutsche Bank AG | 12,381,967 | $58.3M | 0.03% | +525,161+4.4% | Added |
| Mondrian Investment Partners LTD | 12,295,629 | $57.9M | 1.28% | −179,429−1.4% | Reduced |
| State Street Corp | 10,982,745 | $52.7M | 0.00% | +74,483+0.7% | Added |
| Arrowstreet Capital, Limited Partnership | 10,742,581 | $50.6M | 0.07% | +10,731,781+99,368.3% | Added |
| Macquarie Group Ltd | 9,709,106 | $45.7M | 0.05% | −3,367,407−25.8% | Reduced |
| Seafarer Capital Partners, LLC | 9,094,000 | $42.8M | 18.88% | +290,000+3.3% | Added |
| Northcape Capital Pty Ltd | 8,995,126 | $42.4M | 5.22% | −543,878−5.7% | Reduced |
| Antipodes Partners Ltd | 8,484,554 | $40.0M | 1.43% | +8,484,554 | New |
| Renaissance Technologies LLC | 8,452,774 | $39.8M | 0.05% | +8,204,700+3,307.4% | Added |
| Citigroup Inc | 8,372,224 | $39.4M | 0.06% | +2,346,044+38.9% | Added |
| Victory Capital Management Inc | 7,854,964 | $37.0M | 0.04% | +1,426,700+22.2% | Added |
| Goldman Sachs Group Inc | 7,477,649 | $35.2M | 0.01% | −56,378,196−88.3% | Reduced |
| American Century Companies Inc | 7,404,120 | $34.9M | 0.03% | +6,056,422+449.4% | Added |
| Morgan Stanley | 6,567,024 | $30.9M | 0.00% | +1,524,227+30.2% | Added |
| Russell Investments Group, Ltd. | 6,445,474 | $30.4M | 0.06% | −2,951,186−31.4% | Reduced |
| Todd Asset Management LLC | 5,143,585 | $24.2M | 0.59% | −2,1550.0% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 5,136,097 | $24.2M | 2.71% | +1,550,929+43.3% | Added |
| UBS Group AG | 5,042,572 | $23.8M | 0.01% | −1,599,961−24.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,002,800 | $18.9M | 0.10% | +1,136,300+39.6% | Added |
| NS Partners Ltd | 3,956,095 | $18.6M | 1.12% | +561,425+16.5% | Added |
| Capital Research Global Investors | 3,805,232 | $17.9M | 0.01% | +1,436,031+60.6% | Added |
| State of New Jersey Common Pension Fund D | 3,799,573 | $17.9M | 0.07% | +730,742+23.8% | Added |
| STRS Ohio | 3,600,000 | $17.0M | 0.08% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,073,068 | $14.5M | 0.01% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 2,910,000 | $14.0M | 0.24% | +2,910,000 | New |
| Slate Path Capital LP | 2,862,000 | $13.5M | 0.73% | +1,363,000+90.9% | Added |
| Teachers Retirement System of the State of Kentucky | 2,734,740 | $12.9M | 0.14% | 00.0% | Unchanged |
| USS Investment Management Ltd | 2,525,966 | $11.9M | 0.17% | 00.0% | Unchanged |
| Credit Suisse AG | 2,340,033 | $11.0M | 0.01% | +388,361+19.9% | Added |
| Provida Pension Fund Administrator | 1,977,688 | $9.33M | 0.38% | +1,977,688 | New |
| Boston Common Asset Management, LLC | 1,915,160 | $9.02M | 0.43% | −451,134−19.1% | Reduced |
| HSBC Holdings PLC | 1,862,871 | $9.02M | 0.01% | +96,755+5.5% | Added |
| Millennium Management LLC | 1,861,619 | $8.77M | 0.01% | +562,402+43.3% | Added |
| Northern Trust Corp | 1,855,444 | $8.74M | 0.00% | −154,629−7.7% | Reduced |
| Barclays PLC | 1,635,321 | $7.70M | 0.01% | +44,257+2.8% | Added |
| INCA Investments LLC | 1,568,466 | $7.39M | 3.19% | +81,676+5.5% | Added |
| Pinebridge Investments, L.P. | 1,563,352 | $7.36M | 0.09% | −594,632−27.6% | Reduced |
| Rockefeller Capital Management L.P. | 1,562,242 | $7.36M | 0.04% | −3220.0% | Reduced |
| SEI Investments Co | 1,542,703 | $7.27M | 0.02% | +84,461+5.8% | Added |
| Earnest Partners LLC | 1,535,140 | $7.23M | 0.04% | +36,304+2.4% | Added |
| Barings LLC | 1,492,669 | $7.03M | 0.25% | −377,111−20.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 1,476,618 | $6.95M | 0.12% | −248,897−14.4% | Reduced |
| Aubrey Capital Management Ltd | 1,441,500 | $6.79M | 5.44% | +1,441,500 | New |
| Amundi | 1,306,827 | $6.63M | 0.00% | −1,891,004−59.1% | Reduced |
| AXA S.A. | 1,399,198 | $6.59M | 0.02% | +298,210+27.1% | Added |
| Lazard Asset Management LLC | 1,328,913 | $6.26M | 0.01% | −801,015−37.6% | Reduced |
| Northwest & Ethical Investments L.P. | 1,227,019 | $5.78M | 0.20% | −117,853−8.8% | Reduced |
| Renaissance Group LLC | 1,169,781 | $5.51M | 0.27% | −158,900−12.0% | Reduced |
| Citadel Advisors LLC | 1,158,130 | $5.45M | 0.01% | +1,158,130 | New |
| Emerging Variant Capital Management LP | 798,000 | $4.71M | 7.97% | −2,302,000−74.3% | Reduced |
| Oaktree Fund Advisors, LLC | 955,189 | $4.50M | 6.72% | −437,609−31.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 951,879 | $4.48M | 0.02% | −1,897,398−66.6% | Reduced |
| Deprince Race & Zollo Inc | 934,000 | $4.40M | 0.10% | −70,300−7.0% | Reduced |
| Formuepleje A/S | 916,028 | $4.31M | 0.36% | +403,644+78.8% | Added |
| Trillium Asset Management, LLC | 890,628 | $4.20M | 0.13% | −21,314−2.3% | Reduced |
| Geode Capital Management, LLC | 877,240 | $4.13M | 0.00% | −198,987−18.5% | Reduced |
| Clearbridge Investments, LLC | 852,607 | $4.02M | 0.00% | −14,314−1.7% | Reduced |
| Jump Financial, LLC | 851,456 | $4.01M | 0.21% | +754,562+778.7% | Added |
| Storebrand Asset Management AS | 808,520 | $3.81M | 0.02% | −128,095−13.7% | Reduced |
| Aquatic Capital Management LLC | 805,900 | $3.79M | 0.28% | +797,100+9,058.0% | Added |
| Ariel Investments, LLC | 789,469 | $3.72M | 0.04% | +789,469 | New |
| Envestnet Asset Management Inc | 759,364 | $3.58M | 0.00% | −5,495−0.7% | Reduced |
| First Eagle Investment Management, LLC | 743,723 | $3.50M | 0.01% | +121,814+19.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 733,055 | $3.45M | 0.02% | −570,664−43.8% | Reduced |
| Jane Street Group, LLC | 646,976 | $3.06M | 0.01% | +519,593+407.9% | Added |
| Liontrust Investment Partners LLP | 632,543 | $2.98M | 0.05% | +35,000+5.9% | Added |
| Employees Retirement System of Texas | 624,141 | $2.94M | 0.04% | +184,769+42.1% | Added |
| AQR Capital Management LLC | 598,418 | $2.82M | 0.01% | +242,897+68.3% | Added |
| Dorsey Wright & Associates | 593,161 | $2.79M | 0.82% | +593,161 | New |
| Daiwa Securities Group Inc. | 562,347 | $2.65M | 0.02% | −121,000−17.7% | Reduced |
| Crossmark Global Holdings, Inc. | 521,224 | $2.46M | 0.06% | −23,633−4.3% | Reduced |
| BNP Paribas Arbitrage, SA | 520,764 | $2.45M | 0.01% | −41,639−7.4% | Reduced |
| Quantbot Technologies LP | 486,176 | $2.29M | 0.16% | +486,176 | New |
| Banque Cantonale Vaudoise | 440,000 | $2.07M | 0.11% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 440,000 | $2.04M | 0.01% | +74,854+20.5% | Added |
| Madison Asset Management, LLC | 430,635 | $2.03M | 0.03% | −222,775−34.1% | Reduced |
| Natixis Advisors, L.P. | 426,175 | $2.01M | 0.01% | −146,506−25.6% | Reduced |
| Two Sigma Securities, LLC | 421,169 | $1.98M | 0.28% | +376,483+842.5% | Added |
| Voloridge Investment Management, LLC | 413,543 | $1.95M | 0.01% | −343,874−45.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 412,561 | $1.94M | 0.01% | +55,952+15.7% | Added |