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, Q1 2023
Institutional positions in Itau Unibanco Holding S.A. as of Mar 31, 2023. 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
- 273
- −12 vs. Q4 2022
- Shares held
- 827.2M
- +38.7M (+4.9%) vs. Q4 2022
- Total value
- $4.03B
- +$319.0M (+8.6%) vs. Q4 2022
- New holders
- 29
- 100 more added
- Sold out
- 41
- 93 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 92,558,406 | $450.8M | 0.12% | +85,080,757+1,137.8% | Added |
| Schroder Investment Management Group | 89,850,472 | $437.6M | 0.65% | −2,407,390−2.6% | Reduced |
| Westwood Global Investments, LLC | 63,455,720 | $309.0M | 17.19% | +581,923+0.9% | Added |
| Perpetual Ltd | 48,099,796 | $234.2M | 2.03% | +48,099,796 | New |
| Franklin Resources Inc | 33,148,180 | $161.4M | 0.08% | +11,9010.0% | Added |
| Robeco Institutional Asset Management B.V. | 30,130,072 | $146.7M | 0.40% | +371,264+1.2% | Added |
| Vanguard Group Inc | 27,752,943 | $135.2M | 0.00% | +62,179+0.2% | Added |
| Itau Unibanco Holding S.A. | 23,229,589 | $110.5M | 5.56% | +1,853,818+8.7% | Added |
| BlackRock Inc. | 20,264,373 | $98.7M | 0.00% | −5,969,851−22.8% | Reduced |
| Fisher Asset Management, LLC | 18,569,803 | $91.4M | 0.06% | +1,011,501+5.8% | Added |
| Dodge & Cox | 18,325,705 | $89.2M | 0.06% | +3,049,600+20.0% | Added |
| Bank of America Corp | 17,747,399 | $86.4M | 0.01% | −9,738,506−35.4% | Reduced |
| Harding Loevner LP | 16,274,565 | $79.3M | 0.45% | −7,866,322−32.6% | Reduced |
| GQG Partners LLC | 16,105,075 | $78.4M | 0.21% | +3,722,986+30.1% | Added |
| JPMorgan Chase & Co | 15,941,016 | $77.6M | 0.01% | +483,166+3.1% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 15,563,352 | $75.8M | 0.85% | −7,223,703−31.7% | Reduced |
| Baillie Gifford & Co | 15,478,295 | $75.4M | 0.07% | −506,510−3.2% | Reduced |
| Ameriprise Financial Inc | 14,457,576 | $70.4M | 0.02% | −835,310−5.5% | Reduced |
| Mondrian Investment Partners LTD | 11,781,190 | $57.4M | 1.27% | −514,439−4.2% | Reduced |
| Deutsche Bank AG | 11,740,367 | $57.2M | 0.03% | −641,600−5.2% | Reduced |
| State Street Corp | 11,226,756 | $55.3M | 0.00% | +244,011+2.2% | Added |
| Orbis Allan Gray Ltd | 11,288,024 | $55.0M | 0.43% | −5,198,545−31.5% | Reduced |
| Ariel Investments, LLC | 10,205,810 | $49.7M | 0.48% | +9,416,341+1,192.7% | Added |
| Seafarer Capital Partners, LLC | 9,874,000 | $48.1M | 18.02% | +780,000+8.6% | Added |
| Macquarie Group Ltd | 9,539,316 | $46.5M | 0.06% | −169,790−1.7% | Reduced |
| Antipodes Partners Ltd | 9,314,889 | $45.4M | 1.57% | +830,335+9.8% | Added |
| Citigroup Inc | 9,281,690 | $45.2M | 0.06% | +909,466+10.9% | Added |
| Northcape Capital Pty Ltd | 8,850,150 | $43.1M | 5.30% | −144,976−1.6% | Reduced |
| William Blair Investment Management, LLC | 8,555,182 | $41.7M | 0.15% | −4,400,415−34.0% | Reduced |
| Russell Investments Group, Ltd. | 8,218,302 | $40.0M | 0.08% | +1,772,828+27.5% | Added |
| Victory Capital Management Inc | 7,949,650 | $38.7M | 0.04% | +94,686+1.2% | Added |
| Todd Asset Management LLC | 5,834,356 | $28.4M | 0.69% | +690,771+13.4% | Added |
| NS Partners Ltd | 4,599,595 | $22.4M | 1.26% | +643,500+16.3% | Added |
| Renaissance Technologies LLC | 4,465,374 | $21.7M | 0.03% | −3,987,400−47.2% | Reduced |
| Lazard Asset Management LLC | 4,102,846 | $20.0M | 0.03% | +2,773,933+208.7% | Added |
| State of New Jersey Common Pension Fund D | 3,881,319 | $18.9M | 0.07% | +81,746+2.2% | Added |
| Capital Research Global Investors | 3,822,442 | $18.6M | 0.01% | +17,210+0.5% | Added |
| UBS Group AG | 3,744,506 | $18.2M | 0.01% | −1,298,066−25.7% | Reduced |
| STRS Ohio | 3,600,000 | $17.5M | 0.08% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 3,356,340 | $16.3M | 0.16% | +621,600+22.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,355,400 | $16.3M | 0.08% | −647,400−16.2% | Reduced |
| Morgan Stanley | 3,190,246 | $15.5M | 0.00% | −3,376,778−51.4% | Reduced |
| Slate Path Capital LP | 3,144,000 | $15.3M | 0.72% | +282,000+9.9% | Added |
| Legal & General Group Plc | 3,073,068 | $15.0M | 0.01% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 2,969,433 | $14.5M | 0.30% | +1,054,273+55.0% | Added |
| Meitav Dash Investments Ltd | 2,910,000 | $14.0M | 0.24% | 00.0% | Unchanged |
| Northern Trust Corp | 2,794,444 | $13.6M | 0.00% | +939,000+50.6% | Added |
| SPX Equities Gestao de Recursos Ltda | 2,599,235 | $12.7M | 0.85% | −2,536,862−49.4% | Reduced |
| USS Investment Management Ltd | 2,525,966 | $12.3M | 0.17% | 00.0% | Unchanged |
| Optiver Holding B.V. | 2,499,735 | $12.2M | 0.56% | +2,499,735 | New |
| American Century Companies Inc | 2,511,791 | $12.1M | 0.01% | −4,892,329−66.1% | Reduced |
| HSBC Holdings PLC | 2,241,532 | $11.2M | 0.01% | +378,661+20.3% | Added |
| Jane Street Group, LLC | 2,067,043 | $10.1M | 0.02% | +1,420,067+219.5% | Added |
| Bank of Nova Scotia | 1,858,310 | $9.05M | 0.03% | +1,840,275+10,203.9% | Added |
| SEI Investments Co | 1,589,422 | $7.74M | 0.01% | +46,719+3.0% | Added |
| INCA Investments LLC | 1,568,466 | $7.64M | 2.84% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,523,746 | $7.42M | 0.04% | −11,394−0.7% | Reduced |
| Amundi | 1,429,635 | $6.89M | 0.00% | +122,808+9.4% | Added |
| Citadel Advisors LLC | 1,386,177 | $6.75M | 0.01% | +228,047+19.7% | Added |
| Barings LLC | 1,376,861 | $6.71M | 0.23% | −115,808−7.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,365,815 | $6.68M | 0.02% | +953,254+231.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 1,335,626 | $6.50M | 0.10% | −140,992−9.5% | Reduced |
| Pinebridge Investments, L.P. | 1,334,084 | $6.50M | 0.07% | −229,268−14.7% | Reduced |
| Natixis Advisors, L.P. | 1,306,147 | $6.36M | 0.02% | +879,972+206.5% | Added |
| Oaktree Fund Advisors, LLC | 1,284,242 | $6.25M | 5.91% | +329,053+34.4% | Added |
| Banco BTG Pactual S.A. | 1,239,585 | $6.17M | 2.85% | +1,093,645+749.4% | Added |
| Renaissance Group LLC | 1,182,163 | $5.76M | 0.26% | +12,382+1.1% | Added |
| Formuepleje A/S | 997,539 | $4.86M | 0.36% | +81,511+8.9% | Added |
| Trillium Asset Management, LLC | 890,712 | $4.59M | 0.13% | +840.0% | Added |
| First Eagle Investment Management, LLC | 917,877 | $4.47M | 0.01% | +174,154+23.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 907,595 | $4.36M | 0.02% | −44,284−4.7% | Reduced |
| Geode Capital Management, LLC | 881,969 | $4.30M | 0.00% | +4,729+0.5% | Added |
| Deprince Race & Zollo Inc | 821,100 | $4.00M | 0.09% | −112,900−12.1% | Reduced |
| Storebrand Asset Management AS | 808,520 | $3.94M | 0.02% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 799,790 | $3.89M | 0.13% | −427,229−34.8% | Reduced |
| AXA S.A. | 790,578 | $3.85M | 0.01% | −608,620−43.5% | Reduced |
| Millennium Management LLC | 718,322 | $3.50M | 0.00% | −1,143,297−61.4% | Reduced |
| Envestnet Asset Management Inc | 652,210 | $3.18M | 0.00% | −107,154−14.1% | Reduced |
| Credit Suisse AG | 630,091 | $3.07M | 0.00% | −1,709,942−73.1% | Reduced |
| Employees Retirement System of Texas | 624,141 | $3.04M | 0.04% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 608,843 | $2.97M | 0.04% | −23,700−3.7% | Reduced |
| Daiwa Securities Group Inc. | 578,347 | $2.82M | 0.02% | +16,000+2.8% | Added |
| New York State Common Retirement Fund | 542,043 | $2.64M | 0.00% | +507,582+1,472.9% | Added |
| Crossmark Global Holdings, Inc. | 525,860 | $2.56M | 0.06% | +4,636+0.9% | Added |
| Wells Fargo & Company | 522,463 | $2.54M | 0.00% | +475,508+1,012.7% | Added |
| Abn Amro Investment Solutions | 481,867 | $2.35M | 0.05% | +481,867 | New |
| Madison Asset Management, LLC | 463,935 | $2.26M | 0.03% | +33,300+7.7% | Added |
| Banque Cantonale Vaudoise | 440,000 | $2.14M | 0.11% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 440,000 | $2.06M | 0.01% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 416,755 | $2.03M | 0.00% | −435,852−51.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 409,054 | $1.99M | 0.01% | −324,001−44.2% | Reduced |
| Calamos Advisors LLC | 389,288 | $1.90M | 0.01% | −460.0% | Reduced |
| VPR Management LLC | 386,597 | $1.88M | 0.39% | +100,650+35.2% | Added |
| Royal Bank of Canada | 386,722 | $1.88M | 0.00% | +139,072+56.2% | Added |
| BNP Paribas Arbitrage, SA | 366,528 | $1.78M | 0.00% | −154,236−29.6% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 360,193 | $1.75M | 1.69% | −48,486−11.9% | Reduced |
| Raymond James & Associates | 327,267 | $1.59M | 0.00% | +193,527+144.7% | Added |
| AQR Capital Management LLC | 325,111 | $1.58M | 0.00% | −273,307−45.7% | Reduced |
| Barclays PLC | 322,028 | $1.57M | 0.00% | −1,313,293−80.3% | Reduced |
| Thrivent Financial for Lutherans | 318,286 | $1.55M | 0.00% | +41,205+14.9% | Added |