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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 39,867 | $194.2K | 0.01% | −40,435−50.4% | Reduced |
| Advisors Asset Management, Inc. | 40,653 | $198.0K | 0.00% | +1,418+3.6% | Added |
| Alterna Wealth Management, Inc | 44,338 | $215.9K | 0.27% | +2,094+5.0% | Added |
| Marex Group plc | 44,778 | $218.1K | 0.03% | +44,778 | New |
| Financial Counselors Inc | 46,743 | $228.0K | 0.00% | −1,000−2.1% | Reduced |
| Atlas Capital Advisors LLC | 48,694 | $237.1K | 0.04% | −45,878−48.5% | Reduced |
| Banco Santander, S.A. | 52,884 | $257.5K | 0.00% | +15,494+41.4% | Added |
| Wealth Alliance | 54,181 | $263.9K | 0.04% | +2,002+3.8% | Added |
| Altfest L J & Co Inc | 54,625 | $266.0K | 0.04% | +41,186+306.5% | Added |
| Cerity Partners LLC | 55,239 | $269.0K | 0.00% | +4,841+9.6% | Added |
| Old National Bancorp | 55,685 | $271.2K | 0.01% | +1,399+2.6% | Added |
| Callan Family Office, LLC | 55,800 | $271.7K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co | 56,644 | $275.9K | 0.01% | +56,120+10,709.9% | Added |
| Eqis Capital Management, Inc. | 58,515 | $285.0K | 0.03% | −7,595−11.5% | Reduced |
| Mariner, LLC | 59,392 | $290.0K | 0.00% | +1,807+3.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 62,000 | $301.9K | 0.01% | 00.0% | Unchanged |
| River Road Asset Management, LLC | 63,748 | $310.5K | 0.00% | +29,719+87.3% | Added |
| Ronald Blue Trust, Inc. | 67,050 | $316.0K | 0.01% | +49,603+284.3% | Added |
| Solstein Capital, LLC | 67,400 | $328.2K | 0.29% | +34,100+102.4% | Added |
| Advisor Partners II, LLC | 67,468 | $328.6K | 0.02% | −2,223−3.2% | Reduced |
| Baldwin Investment Management, LLC | 69,712 | $339.5K | 0.06% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 69,845 | $340.1K | 0.00% | +49,307+240.1% | Added |
| Susquehanna International Group, LLP | 73,051 | $355.8K | 0.00% | +34,690+90.4% | Added |
| Advisor Group Holdings, Inc. | 74,115 | $360.9K | 0.00% | −13,724−15.6% | Reduced |
| London & Capital Asset Management Ltd | 75,000 | $365.3K | 0.03% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 78,077 | $380.0K | 0.02% | +78,077 | New |
| Pathstone Family Office, LLC | 79,966 | $393.6K | 0.01% | +8,639+12.1% | Added |
| Yousif Capital Management, LLC | 80,991 | $394.4K | 0.01% | 00.0% | Unchanged |
| Veriti Management LLC | 85,341 | $415.6K | 0.05% | −68,797−44.6% | Reduced |
| Two Sigma Investments, LP | 86,600 | $421.7K | 0.00% | +86,600 | New |
| Ethic Inc. | 86,788 | $422.7K | 0.02% | +45,687+111.2% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 98,654 | $475.5K | 0.10% | 00.0% | Unchanged |
| Diversified Trust Co | 100,873 | $491.3K | 0.02% | 00.0% | Unchanged |
| HRT Financial LP | 104,289 | $507.0K | 0.01% | −182,269−63.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 107,638 | $524.2K | 0.19% | +8,888+9.0% | Added |
| Pekin Hardy Strauss, Inc. | 110,000 | $535.7K | 0.08% | +110,000 | New |
| O'Shaughnessy Asset Management, LLC | 110,261 | $537.0K | 0.01% | −15,345−12.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 111,148 | $542.7K | 0.01% | −244,874−68.8% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 120,348 | $586.1K | 0.01% | +120,348 | New |
| US Bancorp | 125,678 | $612.1K | 0.00% | −13,028−9.4% | Reduced |
| Fifth Third Bancorp | 128,093 | $623.8K | 0.00% | +11,580+9.9% | Added |
| Dimensional Fund Advisors LP | 130,415 | $635.1K | 0.00% | +13,928+12.0% | Added |
| Cloverfields Capital Group, LP | 135,946 | $662.1K | 0.20% | +72,277+113.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 143,042 | $696.6K | 0.00% | −5,907−4.0% | Reduced |
| Channing Global Advisors, LLC | 146,379 | $712.9K | 0.78% | +146,379 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 155,771 | $759.0K | 0.02% | +155,771 | New |
| Qtron Investments LLC | 156,431 | $761.8K | 0.16% | −4,712−2.9% | Reduced |
| Brinker Capital Investments, LLC | 158,163 | $770.3K | 0.01% | +5,770+3.8% | Added |
| Orion Portfolio Solutions, LLC | 158,163 | $770.3K | 0.01% | +158,163 | New |
| Brandywine Global Investment Management, LLC | 165,379 | $805.4K | 0.01% | +110,620+202.0% | Added |
| Longfellow Investment Management Co LLC | 171,583 | $835.6K | 0.19% | 00.0% | Unchanged |
| Euro Pacific Asset Management, LLC | 171,464 | $837.0K | 0.18% | +1,171+0.7% | Added |
| Invesco Ltd. | 177,711 | $865.5K | 0.00% | −24,339−12.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 179,380 | $873.6K | 0.00% | −68,465−27.6% | Reduced |
| XTX Topco Ltd | 186,759 | $909.5K | 0.19% | −9,726−4.9% | Reduced |
| Fiera Capital Corp | 195,686 | $953.0K | 0.00% | +195,686 | New |
| Quattro Financial Advisors LLC | 200,000 | $974.0K | 0.40% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 203,040 | $988.8K | 0.00% | −3,200−1.6% | Reduced |
| Bank of New York Mellon Corp | 209,115 | $1.02M | 0.00% | +163,636+359.8% | Added |
| Cullen Capital Management LLC | 209,361 | $1.02M | 0.01% | +209,361 | New |
| Profund Advisors LLC | 209,569 | $1.02M | 0.06% | −7,657−3.5% | Reduced |
| Leonteq Securities AG | 215,071 | $1.05M | 0.10% | −76,863−26.3% | Reduced |
| LPL Financial LLC | 220,344 | $1.07M | 0.00% | +11,419+5.5% | Added |
| Nordea Investment Management AB | 227,576 | $1.11M | 0.00% | −9,760−4.1% | Reduced |
| Deltec Asset Management LLC | 228,292 | $1.11M | 0.27% | 00.0% | Unchanged |
| Deuterium Capital Management, LLC | 258,797 | $1.26M | 2.12% | +109,883+73.8% | Added |
| Baker Avenue Asset Management, LP | 266,164 | $1.30M | 0.07% | −750.0% | Reduced |
| Neuberger Berman Group LLC | 271,688 | $1.32M | 0.00% | +12,515+4.8% | Added |
| Eagle Global Advisors LLC | 284,000 | $1.38M | 0.09% | +50,000+21.4% | Added |
| Pzena Investment Management LLC | 290,626 | $1.42M | 0.01% | −53,118−15.5% | Reduced |
| Glovista Investments LLC | 297,031 | $1.45M | 0.88% | +297,031 | New |
| Thrivent Financial for Lutherans | 318,286 | $1.55M | 0.00% | +41,205+14.9% | Added |
| Barclays PLC | 322,028 | $1.57M | 0.00% | −1,313,293−80.3% | Reduced |
| AQR Capital Management LLC | 325,111 | $1.58M | 0.00% | −273,307−45.7% | Reduced |
| Raymond James & Associates | 327,267 | $1.59M | 0.00% | +193,527+144.7% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 360,193 | $1.75M | 1.69% | −48,486−11.9% | Reduced |
| BNP Paribas Arbitrage, SA | 366,528 | $1.78M | 0.00% | −154,236−29.6% | 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 |
| Calamos Advisors LLC | 389,288 | $1.90M | 0.01% | −460.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 409,054 | $1.99M | 0.01% | −324,001−44.2% | Reduced |
| Clearbridge Investments, LLC | 416,755 | $2.03M | 0.00% | −435,852−51.1% | Reduced |
| DekaBank Deutsche Girozentrale | 440,000 | $2.06M | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 440,000 | $2.14M | 0.11% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 463,935 | $2.26M | 0.03% | +33,300+7.7% | Added |
| Abn Amro Investment Solutions | 481,867 | $2.35M | 0.05% | +481,867 | New |
| Wells Fargo & Company | 522,463 | $2.54M | 0.00% | +475,508+1,012.7% | Added |
| Crossmark Global Holdings, Inc. | 525,860 | $2.56M | 0.06% | +4,636+0.9% | Added |
| New York State Common Retirement Fund | 542,043 | $2.64M | 0.00% | +507,582+1,472.9% | Added |
| Daiwa Securities Group Inc. | 578,347 | $2.82M | 0.02% | +16,000+2.8% | Added |
| Liontrust Investment Partners LLP | 608,843 | $2.97M | 0.04% | −23,700−3.7% | Reduced |
| Employees Retirement System of Texas | 624,141 | $3.04M | 0.04% | 00.0% | Unchanged |
| Credit Suisse AG | 630,091 | $3.07M | 0.00% | −1,709,942−73.1% | Reduced |
| Envestnet Asset Management Inc | 652,210 | $3.18M | 0.00% | −107,154−14.1% | Reduced |
| Millennium Management LLC | 718,322 | $3.50M | 0.00% | −1,143,297−61.4% | Reduced |
| AXA S.A. | 790,578 | $3.85M | 0.01% | −608,620−43.5% | Reduced |
| Northwest & Ethical Investments L.P. | 799,790 | $3.89M | 0.13% | −427,229−34.8% | Reduced |
| Storebrand Asset Management AS | 808,520 | $3.94M | 0.02% | 00.0% | Unchanged |
| Deprince Race & Zollo Inc | 821,100 | $4.00M | 0.09% | −112,900−12.1% | Reduced |
| Geode Capital Management, LLC | 881,969 | $4.30M | 0.00% | +4,729+0.5% | Added |