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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 34,461 | $162.3K | 0.00% | +34,461 | New |
| Checchi Capital Advisers, LLC | 35,053 | $165.1K | 0.02% | 00.0% | Unchanged |
| Gould Asset Management LLC | 36,165 | $170.3K | 0.05% | +970+2.8% | Added |
| Banco Santander, S.A. | 37,390 | $176.1K | 0.00% | −179,590−82.8% | Reduced |
| Personal Cfo Solutions, LLC | 37,545 | $176.8K | 0.04% | −2,160−5.4% | Reduced |
| Susquehanna International Group, LLP | 38,361 | $180.7K | 0.00% | −30,397−44.2% | Reduced |
| Advisors Asset Management, Inc. | 39,235 | $184.8K | 0.00% | +169+0.4% | Added |
| Tower Research Capital LLC (TRC) | 39,555 | $186.0K | 0.01% | +39,055+7,811.0% | Added |
| Vestmark Advisory Solutions, Inc. | 40,022 | $188.5K | 0.01% | −4,034−9.2% | Reduced |
| Ethic Inc. | 41,101 | $193.6K | 0.01% | +17,660+75.3% | Added |
| Campbell & CO Investment Adviser LLC | 41,875 | $197.2K | 0.05% | +10,656+34.1% | Added |
| Alterna Wealth Management, Inc | 42,244 | $198.5K | 0.22% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 45,479 | $214.2K | 0.00% | +15,850+53.5% | Added |
| KCS Wealth Advisory | 46,247 | $217.4K | 0.09% | +26,393+132.9% | Added |
| Wells Fargo & Company | 46,955 | $221.2K | 0.00% | +23,065+96.5% | Added |
| Shilanski & Associates, Inc. | 47,251 | $222.6K | 0.10% | +47,251 | New |
| Financial Counselors Inc | 47,743 | $225.0K | 0.01% | +1,000+2.1% | Added |
| Headlands Technologies LLC | 49,469 | $233.0K | 0.18% | +49,469 | New |
| Herr Investment Group LLC | 50,000 | $235.5K | 0.04% | +50,000 | New |
| Cerity Partners LLC | 50,398 | $237.4K | 0.00% | +525+1.1% | Added |
| Sompo Asset Management Co., Ltd. | 51,420 | $242.2K | 0.06% | +7,070+15.9% | Added |
| Wealth Alliance | 52,179 | $245.8K | 0.04% | −33,353−39.0% | Reduced |
| Truist Financial Corp | 52,473 | $247.2K | 0.00% | −37,000−41.4% | Reduced |
| Old National Bancorp | 54,286 | $256.0K | 0.01% | −185−0.3% | Reduced |
| Brandywine Global Investment Management, LLC | 54,759 | $257.9K | 0.00% | −25,999−32.2% | Reduced |
| Pathstone Family Office, LLC | 71,327 | $262.7K | 0.01% | +2,337+3.4% | Added |
| Callan Family Office, LLC | 55,800 | $262.8K | 0.08% | +55,800 | New |
| Mariner, LLC | 57,585 | $271.0K | 0.00% | −15,730−21.5% | Reduced |
| FMR LLC | 59,873 | $282.0K | 0.00% | +44,294+284.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 62,000 | $292.0K | 0.01% | +10,000+19.2% | Added |
| Cetera Advisor Networks LLC | 62,253 | $292.6K | 0.00% | +62,253 | New |
| Cloverfields Capital Group, LP | 63,669 | $299.9K | 0.10% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 65,800 | $309.9K | 0.00% | +65,800 | New |
| Eqis Capital Management, Inc. | 66,110 | $310.7K | 0.03% | −110.0% | Reduced |
| Advisor Partners II, LLC | 69,691 | $328.2K | 0.02% | +22,593+48.0% | Added |
| Baldwin Investment Management, LLC | 69,712 | $328.3K | 0.06% | 00.0% | Unchanged |
| London & Capital Asset Management Ltd | 75,000 | $353.3K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 80,302 | $378.0K | 0.01% | +15,151+23.3% | Added |
| TownSquare Capital, LLC | 80,611 | $379.7K | 0.01% | +186+0.2% | Added |
| Yousif Capital Management, LLC | 80,991 | $381.5K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 82,584 | $389.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 87,839 | $412.6K | 0.00% | −4,564−4.9% | Reduced |
| Atlas Capital Advisors LLC | 94,572 | $445.4K | 0.07% | −28,574−23.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 98,750 | $465.1K | 0.18% | +353+0.4% | Added |
| Diversified Trust Co | 100,873 | $475.0K | 0.02% | 00.0% | Unchanged |
| Sabadell Asset Management, S.A S.G.I.I.C | 98,654 | $500.2K | 0.10% | −38,475−28.1% | Reduced |
| Candriam Luxembourg S.C.A. | 109,128 | $514.0K | 0.00% | −15,313−12.3% | Reduced |
| Dimensional Fund Advisors LP | 116,487 | $548.0K | 0.00% | +10,572+10.0% | Added |
| Fifth Third Bancorp | 116,513 | $548.8K | 0.00% | −31,349−21.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 125,606 | $591.6K | 0.01% | +125,606 | New |
| Dynamic Technology Lab Private Ltd | 130,962 | $617.0K | 0.06% | +130,962 | New |
| Raymond James & Associates | 133,740 | $629.9K | 0.00% | +39,581+42.0% | Added |
| US Bancorp | 138,706 | $653.3K | 0.00% | −14,196−9.3% | Reduced |
| Comerica Bank | 134,509 | $686.0K | 0.01% | −16,493−10.9% | Reduced |
| Banco BTG Pactual S.A. | 145,940 | $687.4K | 0.39% | −306,300−67.7% | Reduced |
| Deuterium Capital Management, LLC | 148,914 | $701.4K | 2.09% | +148,914 | New |
| Mitsubishi UFJ Trust & Banking Corp | 148,949 | $701.5K | 0.00% | 00.0% | Unchanged |
| Boston Partners | 1,251,810 | $715.0K | 0.00% | +842,588+205.9% | Added |
| Brinker Capital Investments, LLC | 152,393 | $717.8K | 0.01% | +138,046+962.2% | Added |
| Veriti Management LLC | 154,138 | $726.0K | 0.10% | +17,834+13.1% | Added |
| Qtron Investments LLC | 161,143 | $759.0K | 0.16% | +109,376+211.3% | Added |
| Stifel Financial Corp | 168,156 | $792.0K | 0.00% | −9,113−5.1% | Reduced |
| Euro Pacific Asset Management, LLC | 170,293 | $806.0K | 0.18% | −266−0.2% | Reduced |
| Longfellow Investment Management Co LLC | 171,583 | $808.2K | 0.18% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 182,128 | $857.8K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 196,485 | $925.4K | 0.20% | +119,379+154.8% | Added |
| Quattro Financial Advisors LLC | 200,000 | $942.0K | 0.38% | 00.0% | Unchanged |
| Invesco Ltd. | 202,050 | $951.7K | 0.00% | +5,006+2.5% | Added |
| UBS Asset Management Americas Inc | 206,240 | $971.4K | 0.00% | −2,700−1.3% | Reduced |
| LPL Financial LLC | 208,925 | $984.0K | 0.00% | +3,605+1.8% | Added |
| Profund Advisors LLC | 217,226 | $1.02M | 0.07% | +28,712+15.2% | Added |
| Deltec Asset Management LLC | 228,292 | $1.08M | 0.31% | −123,000−35.0% | Reduced |
| Eagle Global Advisors LLC | 234,000 | $1.10M | 0.08% | −38,000−14.0% | Reduced |
| Nordea Investment Management AB | 237,336 | $1.12M | 0.00% | +86,099+56.9% | Added |
| Royal Bank of Canada | 247,650 | $1.17M | 0.00% | −77,542−23.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 247,845 | $1.17M | 0.00% | −38,500−13.4% | Reduced |
| Neuberger Berman Group LLC | 259,173 | $1.22M | 0.00% | +259,173 | New |
| Baker Avenue Asset Management, LP | 266,239 | $1.25M | 0.07% | +81,239+43.9% | Added |
| Thrivent Financial for Lutherans | 277,081 | $1.30M | 0.00% | +91,781+49.5% | Added |
| VPR Management LLC | 285,947 | $1.35M | 0.29% | +285,947 | New |
| HRT Financial LP | 286,558 | $1.35M | 0.02% | +286,558 | New |
| Leonteq Securities AG | 291,934 | $1.38M | 0.07% | −371,714−56.0% | Reduced |
| Cubist Systematic Strategies, LLC | 315,577 | $1.49M | 0.01% | +241,160+324.1% | Added |
| WP Advisors, LLC | 318,039 | $1.50M | 0.67% | −49,752−13.5% | Reduced |
| Pzena Investment Management LLC | 343,744 | $1.62M | 0.01% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 356,022 | $1.67M | 0.02% | +248,392+230.8% | Added |
| Calamos Advisors LLC | 389,334 | $1.83M | 0.01% | −892,500−69.6% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 408,679 | $1.92M | 1.48% | +77,958+23.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 412,561 | $1.94M | 0.01% | +55,952+15.7% | Added |
| Voloridge Investment Management, LLC | 413,543 | $1.95M | 0.01% | −343,874−45.4% | Reduced |
| Two Sigma Securities, LLC | 421,169 | $1.98M | 0.28% | +376,483+842.5% | Added |
| Natixis Advisors, L.P. | 426,175 | $2.01M | 0.01% | −146,506−25.6% | Reduced |
| Madison Asset Management, LLC | 430,635 | $2.03M | 0.03% | −222,775−34.1% | Reduced |
| DekaBank Deutsche Girozentrale | 440,000 | $2.04M | 0.01% | +74,854+20.5% | Added |
| Banque Cantonale Vaudoise | 440,000 | $2.07M | 0.11% | 00.0% | Unchanged |
| Quantbot Technologies LP | 486,176 | $2.29M | 0.16% | +486,176 | New |
| BNP Paribas Arbitrage, SA | 520,764 | $2.45M | 0.01% | −41,639−7.4% | Reduced |
| Crossmark Global Holdings, Inc. | 521,224 | $2.46M | 0.06% | −23,633−4.3% | Reduced |
| Daiwa Securities Group Inc. | 562,347 | $2.65M | 0.02% | −121,000−17.7% | Reduced |
| Dorsey Wright & Associates | 593,161 | $2.79M | 0.82% | +593,161 | New |