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 |
|---|---|---|---|---|---|
| Investidor Profissional Gestao de Recursos Ltda. | 408,679 | $1.92M | 1.48% | +77,958+23.6% | Added |
| Calamos Advisors LLC | 389,334 | $1.83M | 0.01% | −892,500−69.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 356,022 | $1.67M | 0.02% | +248,392+230.8% | Added |
| Pzena Investment Management LLC | 343,744 | $1.62M | 0.01% | 00.0% | Unchanged |
| WP Advisors, LLC | 318,039 | $1.50M | 0.67% | −49,752−13.5% | Reduced |
| Cubist Systematic Strategies, LLC | 315,577 | $1.49M | 0.01% | +241,160+324.1% | Added |
| Leonteq Securities AG | 291,934 | $1.38M | 0.07% | −371,714−56.0% | Reduced |
| HRT Financial LP | 286,558 | $1.35M | 0.02% | +286,558 | New |
| VPR Management LLC | 285,947 | $1.35M | 0.29% | +285,947 | New |
| Thrivent Financial for Lutherans | 277,081 | $1.30M | 0.00% | +91,781+49.5% | Added |
| Baker Avenue Asset Management, LP | 266,239 | $1.25M | 0.07% | +81,239+43.9% | Added |
| Neuberger Berman Group LLC | 259,173 | $1.22M | 0.00% | +259,173 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 247,845 | $1.17M | 0.00% | −38,500−13.4% | Reduced |
| Royal Bank of Canada | 247,650 | $1.17M | 0.00% | −77,542−23.8% | Reduced |
| Nordea Investment Management AB | 237,336 | $1.12M | 0.00% | +86,099+56.9% | Added |
| Eagle Global Advisors LLC | 234,000 | $1.10M | 0.08% | −38,000−14.0% | Reduced |
| Deltec Asset Management LLC | 228,292 | $1.08M | 0.31% | −123,000−35.0% | Reduced |
| Profund Advisors LLC | 217,226 | $1.02M | 0.07% | +28,712+15.2% | Added |
| LPL Financial LLC | 208,925 | $984.0K | 0.00% | +3,605+1.8% | Added |
| UBS Asset Management Americas Inc | 206,240 | $971.4K | 0.00% | −2,700−1.3% | Reduced |
| Invesco Ltd. | 202,050 | $951.7K | 0.00% | +5,006+2.5% | Added |
| Quattro Financial Advisors LLC | 200,000 | $942.0K | 0.38% | 00.0% | Unchanged |
| XTX Topco Ltd | 196,485 | $925.4K | 0.20% | +119,379+154.8% | Added |
| Susquehanna Fundamental Investments, LLC | 182,128 | $857.8K | 0.01% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 171,583 | $808.2K | 0.18% | 00.0% | Unchanged |
| Euro Pacific Asset Management, LLC | 170,293 | $806.0K | 0.18% | −266−0.2% | Reduced |
| Stifel Financial Corp | 168,156 | $792.0K | 0.00% | −9,113−5.1% | Reduced |
| Qtron Investments LLC | 161,143 | $759.0K | 0.16% | +109,376+211.3% | Added |
| Veriti Management LLC | 154,138 | $726.0K | 0.10% | +17,834+13.1% | Added |
| Brinker Capital Investments, LLC | 152,393 | $717.8K | 0.01% | +138,046+962.2% | Added |
| Boston Partners | 1,251,810 | $715.0K | 0.00% | +842,588+205.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 148,949 | $701.5K | 0.00% | 00.0% | Unchanged |
| Deuterium Capital Management, LLC | 148,914 | $701.4K | 2.09% | +148,914 | New |
| Banco BTG Pactual S.A. | 145,940 | $687.4K | 0.39% | −306,300−67.7% | Reduced |
| Comerica Bank | 134,509 | $686.0K | 0.01% | −16,493−10.9% | Reduced |
| US Bancorp | 138,706 | $653.3K | 0.00% | −14,196−9.3% | Reduced |
| Raymond James & Associates | 133,740 | $629.9K | 0.00% | +39,581+42.0% | Added |
| Dynamic Technology Lab Private Ltd | 130,962 | $617.0K | 0.06% | +130,962 | New |
| O'Shaughnessy Asset Management, LLC | 125,606 | $591.6K | 0.01% | +125,606 | New |
| Fifth Third Bancorp | 116,513 | $548.8K | 0.00% | −31,349−21.2% | Reduced |
| Dimensional Fund Advisors LP | 116,487 | $548.0K | 0.00% | +10,572+10.0% | Added |
| Candriam Luxembourg S.C.A. | 109,128 | $514.0K | 0.00% | −15,313−12.3% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 98,654 | $500.2K | 0.10% | −38,475−28.1% | Reduced |
| Diversified Trust Co | 100,873 | $475.0K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 98,750 | $465.1K | 0.18% | +353+0.4% | Added |
| Atlas Capital Advisors LLC | 94,572 | $445.4K | 0.07% | −28,574−23.2% | Reduced |
| Advisor Group Holdings, Inc. | 87,839 | $412.6K | 0.00% | −4,564−4.9% | Reduced |
| Nomura Asset Management Co Ltd | 82,584 | $389.0K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 80,991 | $381.5K | 0.01% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 80,611 | $379.7K | 0.01% | +186+0.2% | Added |
| HBK Sorce Advisory LLC | 80,302 | $378.0K | 0.01% | +15,151+23.3% | Added |
| London & Capital Asset Management Ltd | 75,000 | $353.3K | 0.03% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 69,712 | $328.3K | 0.06% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 69,691 | $328.2K | 0.02% | +22,593+48.0% | Added |
| Eqis Capital Management, Inc. | 66,110 | $310.7K | 0.03% | −110.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 65,800 | $309.9K | 0.00% | +65,800 | New |
| Cloverfields Capital Group, LP | 63,669 | $299.9K | 0.10% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 62,253 | $292.6K | 0.00% | +62,253 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 62,000 | $292.0K | 0.01% | +10,000+19.2% | Added |
| FMR LLC | 59,873 | $282.0K | 0.00% | +44,294+284.3% | Added |
| Mariner, LLC | 57,585 | $271.0K | 0.00% | −15,730−21.5% | Reduced |
| Callan Family Office, LLC | 55,800 | $262.8K | 0.08% | +55,800 | New |
| Pathstone Family Office, LLC | 71,327 | $262.7K | 0.01% | +2,337+3.4% | Added |
| Brandywine Global Investment Management, LLC | 54,759 | $257.9K | 0.00% | −25,999−32.2% | Reduced |
| Old National Bancorp | 54,286 | $256.0K | 0.01% | −185−0.3% | Reduced |
| Truist Financial Corp | 52,473 | $247.2K | 0.00% | −37,000−41.4% | Reduced |
| Wealth Alliance | 52,179 | $245.8K | 0.04% | −33,353−39.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 51,420 | $242.2K | 0.06% | +7,070+15.9% | Added |
| Cerity Partners LLC | 50,398 | $237.4K | 0.00% | +525+1.1% | Added |
| Herr Investment Group LLC | 50,000 | $235.5K | 0.04% | +50,000 | New |
| Headlands Technologies LLC | 49,469 | $233.0K | 0.18% | +49,469 | New |
| Financial Counselors Inc | 47,743 | $225.0K | 0.01% | +1,000+2.1% | Added |
| Shilanski & Associates, Inc. | 47,251 | $222.6K | 0.10% | +47,251 | New |
| Wells Fargo & Company | 46,955 | $221.2K | 0.00% | +23,065+96.5% | Added |
| KCS Wealth Advisory | 46,247 | $217.4K | 0.09% | +26,393+132.9% | Added |
| Bank of New York Mellon Corp | 45,479 | $214.2K | 0.00% | +15,850+53.5% | Added |
| Alterna Wealth Management, Inc | 42,244 | $198.5K | 0.22% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 41,875 | $197.2K | 0.05% | +10,656+34.1% | Added |
| Ethic Inc. | 41,101 | $193.6K | 0.01% | +17,660+75.3% | Added |
| Vestmark Advisory Solutions, Inc. | 40,022 | $188.5K | 0.01% | −4,034−9.2% | Reduced |
| Tower Research Capital LLC (TRC) | 39,555 | $186.0K | 0.01% | +39,055+7,811.0% | Added |
| Advisors Asset Management, Inc. | 39,235 | $184.8K | 0.00% | +169+0.4% | Added |
| Susquehanna International Group, LLP | 38,361 | $180.7K | 0.00% | −30,397−44.2% | Reduced |
| Personal Cfo Solutions, LLC | 37,545 | $176.8K | 0.04% | −2,160−5.4% | Reduced |
| Banco Santander, S.A. | 37,390 | $176.1K | 0.00% | −179,590−82.8% | Reduced |
| Gould Asset Management LLC | 36,165 | $170.3K | 0.05% | +970+2.8% | Added |
| Checchi Capital Advisers, LLC | 35,053 | $165.1K | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 34,461 | $162.3K | 0.00% | +34,461 | New |
| River Road Asset Management, LLC | 34,029 | $160.3K | 0.00% | −12,323−26.6% | Reduced |
| Solstein Capital, LLC | 33,300 | $156.8K | 0.13% | +33,300 | New |
| Wrapmanager Inc | 32,447 | $153.0K | 0.05% | −1,668−4.9% | Reduced |
| Claro Advisors LLC | 30,929 | $145.7K | 0.05% | +3,211+11.6% | Added |
| First Trust Advisors LP | 28,510 | $134.3K | 0.00% | −78,492−73.4% | Reduced |
| Baldwin Brothers Inc | 28,352 | $133.3K | 0.01% | −2,108−6.9% | Reduced |
| Qube Research & Technologies Ltd | 27,737 | $130.6K | 0.00% | +27,737 | New |
| Metis Global Partners, LLC | 26,437 | $124.5K | 0.01% | +26,437 | New |
| Commerzbank Aktiengesellschaft | 25,749 | $122.0K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 25,343 | $119.4K | 0.00% | −877−3.3% | Reduced |
| Ameraudi Asset Management, Inc. | 25,150 | $118.5K | 0.05% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 24,800 | $116.8K | 0.00% | 00.0% | Unchanged |