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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 598,418 | $2.82M | 0.01% | +242,897+68.3% | Added |
| Employees Retirement System of Texas | 624,141 | $2.94M | 0.04% | +184,769+42.1% | Added |
| Liontrust Investment Partners LLP | 632,543 | $2.98M | 0.05% | +35,000+5.9% | Added |
| Jane Street Group, LLC | 646,976 | $3.06M | 0.01% | +519,593+407.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 733,055 | $3.45M | 0.02% | −570,664−43.8% | Reduced |
| First Eagle Investment Management, LLC | 743,723 | $3.50M | 0.01% | +121,814+19.6% | Added |
| Envestnet Asset Management Inc | 759,364 | $3.58M | 0.00% | −5,495−0.7% | Reduced |
| Ariel Investments, LLC | 789,469 | $3.72M | 0.04% | +789,469 | New |
| Aquatic Capital Management LLC | 805,900 | $3.79M | 0.28% | +797,100+9,058.0% | Added |
| Storebrand Asset Management AS | 808,520 | $3.81M | 0.02% | −128,095−13.7% | Reduced |
| Jump Financial, LLC | 851,456 | $4.01M | 0.21% | +754,562+778.7% | Added |
| Clearbridge Investments, LLC | 852,607 | $4.02M | 0.00% | −14,314−1.7% | Reduced |
| Geode Capital Management, LLC | 877,240 | $4.13M | 0.00% | −198,987−18.5% | Reduced |
| Trillium Asset Management, LLC | 890,628 | $4.20M | 0.13% | −21,314−2.3% | Reduced |
| Formuepleje A/S | 916,028 | $4.31M | 0.36% | +403,644+78.8% | Added |
| Deprince Race & Zollo Inc | 934,000 | $4.40M | 0.10% | −70,300−7.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 951,879 | $4.48M | 0.02% | −1,897,398−66.6% | Reduced |
| Oaktree Fund Advisors, LLC | 955,189 | $4.50M | 6.72% | −437,609−31.4% | Reduced |
| Emerging Variant Capital Management LP | 798,000 | $4.71M | 7.97% | −2,302,000−74.3% | Reduced |
| Citadel Advisors LLC | 1,158,130 | $5.45M | 0.01% | +1,158,130 | New |
| Renaissance Group LLC | 1,169,781 | $5.51M | 0.27% | −158,900−12.0% | Reduced |
| Northwest & Ethical Investments L.P. | 1,227,019 | $5.78M | 0.20% | −117,853−8.8% | Reduced |
| Lazard Asset Management LLC | 1,328,913 | $6.26M | 0.01% | −801,015−37.6% | Reduced |
| AXA S.A. | 1,399,198 | $6.59M | 0.02% | +298,210+27.1% | Added |
| Amundi | 1,306,827 | $6.63M | 0.00% | −1,891,004−59.1% | Reduced |
| Aubrey Capital Management Ltd | 1,441,500 | $6.79M | 5.44% | +1,441,500 | New |
| B. Metzler seel. Sohn & Co. AG | 1,476,618 | $6.95M | 0.12% | −248,897−14.4% | Reduced |
| Barings LLC | 1,492,669 | $7.03M | 0.25% | −377,111−20.2% | Reduced |
| Earnest Partners LLC | 1,535,140 | $7.23M | 0.04% | +36,304+2.4% | Added |
| SEI Investments Co | 1,542,703 | $7.27M | 0.02% | +84,461+5.8% | Added |
| Rockefeller Capital Management L.P. | 1,562,242 | $7.36M | 0.04% | −3220.0% | Reduced |
| Pinebridge Investments, L.P. | 1,563,352 | $7.36M | 0.09% | −594,632−27.6% | Reduced |
| INCA Investments LLC | 1,568,466 | $7.39M | 3.19% | +81,676+5.5% | Added |
| Barclays PLC | 1,635,321 | $7.70M | 0.01% | +44,257+2.8% | Added |
| Northern Trust Corp | 1,855,444 | $8.74M | 0.00% | −154,629−7.7% | Reduced |
| Millennium Management LLC | 1,861,619 | $8.77M | 0.01% | +562,402+43.3% | Added |
| HSBC Holdings PLC | 1,862,871 | $9.02M | 0.01% | +96,755+5.5% | Added |
| Boston Common Asset Management, LLC | 1,915,160 | $9.02M | 0.43% | −451,134−19.1% | Reduced |
| Provida Pension Fund Administrator | 1,977,688 | $9.33M | 0.38% | +1,977,688 | New |
| Credit Suisse AG | 2,340,033 | $11.0M | 0.01% | +388,361+19.9% | Added |
| USS Investment Management Ltd | 2,525,966 | $11.9M | 0.17% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 2,734,740 | $12.9M | 0.14% | 00.0% | Unchanged |
| Slate Path Capital LP | 2,862,000 | $13.5M | 0.73% | +1,363,000+90.9% | Added |
| Meitav Dash Investments Ltd | 2,910,000 | $14.0M | 0.24% | +2,910,000 | New |
| Legal & General Group Plc | 3,073,068 | $14.5M | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 3,600,000 | $17.0M | 0.08% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 3,799,573 | $17.9M | 0.07% | +730,742+23.8% | Added |
| Capital Research Global Investors | 3,805,232 | $17.9M | 0.01% | +1,436,031+60.6% | Added |
| NS Partners Ltd | 3,956,095 | $18.6M | 1.12% | +561,425+16.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,002,800 | $18.9M | 0.10% | +1,136,300+39.6% | Added |
| UBS Group AG | 5,042,572 | $23.8M | 0.01% | −1,599,961−24.1% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 5,136,097 | $24.2M | 2.71% | +1,550,929+43.3% | Added |
| Todd Asset Management LLC | 5,143,585 | $24.2M | 0.59% | −2,1550.0% | Reduced |
| Russell Investments Group, Ltd. | 6,445,474 | $30.4M | 0.06% | −2,951,186−31.4% | Reduced |
| Morgan Stanley | 6,567,024 | $30.9M | 0.00% | +1,524,227+30.2% | Added |
| American Century Companies Inc | 7,404,120 | $34.9M | 0.03% | +6,056,422+449.4% | Added |
| Goldman Sachs Group Inc | 7,477,649 | $35.2M | 0.01% | −56,378,196−88.3% | Reduced |
| Victory Capital Management Inc | 7,854,964 | $37.0M | 0.04% | +1,426,700+22.2% | Added |
| Citigroup Inc | 8,372,224 | $39.4M | 0.06% | +2,346,044+38.9% | Added |
| Renaissance Technologies LLC | 8,452,774 | $39.8M | 0.05% | +8,204,700+3,307.4% | Added |
| Antipodes Partners Ltd | 8,484,554 | $40.0M | 1.43% | +8,484,554 | New |
| Northcape Capital Pty Ltd | 8,995,126 | $42.4M | 5.22% | −543,878−5.7% | Reduced |
| Seafarer Capital Partners, LLC | 9,094,000 | $42.8M | 18.88% | +290,000+3.3% | Added |
| Macquarie Group Ltd | 9,709,106 | $45.7M | 0.05% | −3,367,407−25.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 10,742,581 | $50.6M | 0.07% | +10,731,781+99,368.3% | Added |
| State Street Corp | 10,982,745 | $52.7M | 0.00% | +74,483+0.7% | Added |
| Mondrian Investment Partners LTD | 12,295,629 | $57.9M | 1.28% | −179,429−1.4% | Reduced |
| Deutsche Bank AG | 12,381,967 | $58.3M | 0.03% | +525,161+4.4% | Added |
| GQG Partners LLC | 12,382,089 | $58.3M | 0.16% | −1,851,209−13.0% | Reduced |
| William Blair Investment Management, LLC | 12,955,597 | $61.0M | 0.23% | −5,106,494−28.3% | Reduced |
| Dodge & Cox | 15,276,105 | $72.0M | 0.05% | −8,875,400−36.7% | Reduced |
| Ameriprise Financial Inc | 15,292,886 | $72.0M | 0.02% | −53,647−0.3% | Reduced |
| JPMorgan Chase & Co | 15,457,850 | $72.8M | 0.01% | −2,552,404−14.2% | Reduced |
| Baillie Gifford & Co | 15,984,805 | $75.3M | 0.08% | −3,013,905−15.9% | Reduced |
| Orbis Allan Gray Ltd | 16,486,569 | $77.7M | 0.62% | −9,763,159−37.2% | Reduced |
| Fisher Asset Management, LLC | 17,558,302 | $82.7M | 0.06% | −1,629,481−8.5% | Reduced |
| Itau Unibanco Holding S.A. | 21,375,771 | $98.3M | 4.00% | +2,308,296+12.1% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 22,787,055 | $107.3M | 1.16% | −3,490,502−13.3% | Reduced |
| Harding Loevner LP | 24,140,887 | $113.7M | 0.66% | −2,377,979−9.0% | Reduced |
| BlackRock Inc. | 26,234,224 | $123.6M | 0.00% | −1,973,093−7.0% | Reduced |
| Bank of America Corp | 27,485,905 | $129.5M | 0.02% | +19,715,309+253.7% | Added |
| Vanguard Group Inc | 27,690,764 | $130.4M | 0.00% | +956,389+3.6% | Added |
| Robeco Institutional Asset Management B.V. | 29,758,808 | $140.2M | 0.40% | +29,758,808 | New |
| Franklin Resources Inc | 33,136,279 | $156.1M | 0.08% | +1,928,974+6.2% | Added |
| National Bank of Canada | 48,445,136 | $228.2M | 0.62% | +48,445,100+134,569,722.2% | Added |
| Pendal Group Limited | 51,673,352 | $243.4M | 2.10% | +6,345,018+14.0% | Added |
| Westwood Global Investments, LLC | 62,873,797 | $296.1M | 16.69% | +6,810,865+12.1% | Added |
| Schroder Investment Management Group | 92,257,862 | $434.5M | 0.69% | −10,154,008−9.9% | Reduced |
| IFP Advisors, Inc | 1,074 | – | – | −34−3.1% | Reduced |
| Sofos Investments, Inc. | 5 | – | – | −95−95.0% | Reduced |
| Swedbank AB | 0 | $0 | 0.00% | −9,000,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −4,022,405−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −1,841,097−100.0% | Sold out |
| Cullen Capital Management LLC | 0 | $0 | 0.00% | −1,454,582−100.0% | Sold out |
| Constellation Investimentos e Participacoes Ltda | 0 | $0 | 0.00% | −702,900−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −767,100−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −511,300−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −294,739−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −263,918−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −262,352−100.0% | Sold out |