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 |
|---|---|---|---|---|---|
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 907,595 | $4.36M | 0.02% | −44,284−4.7% | Reduced |
| First Eagle Investment Management, LLC | 917,877 | $4.47M | 0.01% | +174,154+23.4% | Added |
| Trillium Asset Management, LLC | 890,712 | $4.59M | 0.13% | +840.0% | Added |
| Formuepleje A/S | 997,539 | $4.86M | 0.36% | +81,511+8.9% | Added |
| Renaissance Group LLC | 1,182,163 | $5.76M | 0.26% | +12,382+1.1% | Added |
| Banco BTG Pactual S.A. | 1,239,585 | $6.17M | 2.85% | +1,093,645+749.4% | Added |
| Oaktree Fund Advisors, LLC | 1,284,242 | $6.25M | 5.91% | +329,053+34.4% | Added |
| Natixis Advisors, L.P. | 1,306,147 | $6.36M | 0.02% | +879,972+206.5% | Added |
| Pinebridge Investments, L.P. | 1,334,084 | $6.50M | 0.07% | −229,268−14.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 1,335,626 | $6.50M | 0.10% | −140,992−9.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,365,815 | $6.68M | 0.02% | +953,254+231.1% | Added |
| Barings LLC | 1,376,861 | $6.71M | 0.23% | −115,808−7.8% | Reduced |
| Citadel Advisors LLC | 1,386,177 | $6.75M | 0.01% | +228,047+19.7% | Added |
| Amundi | 1,429,635 | $6.89M | 0.00% | +122,808+9.4% | Added |
| Earnest Partners LLC | 1,523,746 | $7.42M | 0.04% | −11,394−0.7% | Reduced |
| INCA Investments LLC | 1,568,466 | $7.64M | 2.84% | 00.0% | Unchanged |
| SEI Investments Co | 1,589,422 | $7.74M | 0.01% | +46,719+3.0% | Added |
| Bank of Nova Scotia | 1,858,310 | $9.05M | 0.03% | +1,840,275+10,203.9% | Added |
| Jane Street Group, LLC | 2,067,043 | $10.1M | 0.02% | +1,420,067+219.5% | Added |
| HSBC Holdings PLC | 2,241,532 | $11.2M | 0.01% | +378,661+20.3% | Added |
| American Century Companies Inc | 2,511,791 | $12.1M | 0.01% | −4,892,329−66.1% | Reduced |
| Optiver Holding B.V. | 2,499,735 | $12.2M | 0.56% | +2,499,735 | New |
| USS Investment Management Ltd | 2,525,966 | $12.3M | 0.17% | 00.0% | Unchanged |
| SPX Equities Gestao de Recursos Ltda | 2,599,235 | $12.7M | 0.85% | −2,536,862−49.4% | Reduced |
| Northern Trust Corp | 2,794,444 | $13.6M | 0.00% | +939,000+50.6% | Added |
| Meitav Dash Investments Ltd | 2,910,000 | $14.0M | 0.24% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 2,969,433 | $14.5M | 0.30% | +1,054,273+55.0% | Added |
| Legal & General Group Plc | 3,073,068 | $15.0M | 0.01% | 00.0% | Unchanged |
| Slate Path Capital LP | 3,144,000 | $15.3M | 0.72% | +282,000+9.9% | Added |
| Morgan Stanley | 3,190,246 | $15.5M | 0.00% | −3,376,778−51.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,355,400 | $16.3M | 0.08% | −647,400−16.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,356,340 | $16.3M | 0.16% | +621,600+22.7% | Added |
| STRS Ohio | 3,600,000 | $17.5M | 0.08% | 00.0% | Unchanged |
| UBS Group AG | 3,744,506 | $18.2M | 0.01% | −1,298,066−25.7% | Reduced |
| Capital Research Global Investors | 3,822,442 | $18.6M | 0.01% | +17,210+0.5% | Added |
| State of New Jersey Common Pension Fund D | 3,881,319 | $18.9M | 0.07% | +81,746+2.2% | Added |
| Lazard Asset Management LLC | 4,102,846 | $20.0M | 0.03% | +2,773,933+208.7% | Added |
| Renaissance Technologies LLC | 4,465,374 | $21.7M | 0.03% | −3,987,400−47.2% | Reduced |
| NS Partners Ltd | 4,599,595 | $22.4M | 1.26% | +643,500+16.3% | Added |
| Todd Asset Management LLC | 5,834,356 | $28.4M | 0.69% | +690,771+13.4% | Added |
| Victory Capital Management Inc | 7,949,650 | $38.7M | 0.04% | +94,686+1.2% | Added |
| Russell Investments Group, Ltd. | 8,218,302 | $40.0M | 0.08% | +1,772,828+27.5% | Added |
| William Blair Investment Management, LLC | 8,555,182 | $41.7M | 0.15% | −4,400,415−34.0% | Reduced |
| Northcape Capital Pty Ltd | 8,850,150 | $43.1M | 5.30% | −144,976−1.6% | Reduced |
| Citigroup Inc | 9,281,690 | $45.2M | 0.06% | +909,466+10.9% | Added |
| Antipodes Partners Ltd | 9,314,889 | $45.4M | 1.57% | +830,335+9.8% | Added |
| Macquarie Group Ltd | 9,539,316 | $46.5M | 0.06% | −169,790−1.7% | Reduced |
| Seafarer Capital Partners, LLC | 9,874,000 | $48.1M | 18.02% | +780,000+8.6% | Added |
| Ariel Investments, LLC | 10,205,810 | $49.7M | 0.48% | +9,416,341+1,192.7% | Added |
| Orbis Allan Gray Ltd | 11,288,024 | $55.0M | 0.43% | −5,198,545−31.5% | Reduced |
| State Street Corp | 11,226,756 | $55.3M | 0.00% | +244,011+2.2% | Added |
| Deutsche Bank AG | 11,740,367 | $57.2M | 0.03% | −641,600−5.2% | Reduced |
| Mondrian Investment Partners LTD | 11,781,190 | $57.4M | 1.27% | −514,439−4.2% | Reduced |
| Ameriprise Financial Inc | 14,457,576 | $70.4M | 0.02% | −835,310−5.5% | Reduced |
| Baillie Gifford & Co | 15,478,295 | $75.4M | 0.07% | −506,510−3.2% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 15,563,352 | $75.8M | 0.85% | −7,223,703−31.7% | Reduced |
| JPMorgan Chase & Co | 15,941,016 | $77.6M | 0.01% | +483,166+3.1% | Added |
| GQG Partners LLC | 16,105,075 | $78.4M | 0.21% | +3,722,986+30.1% | Added |
| Harding Loevner LP | 16,274,565 | $79.3M | 0.45% | −7,866,322−32.6% | Reduced |
| Bank of America Corp | 17,747,399 | $86.4M | 0.01% | −9,738,506−35.4% | Reduced |
| Dodge & Cox | 18,325,705 | $89.2M | 0.06% | +3,049,600+20.0% | Added |
| Fisher Asset Management, LLC | 18,569,803 | $91.4M | 0.06% | +1,011,501+5.8% | Added |
| BlackRock Inc. | 20,264,373 | $98.7M | 0.00% | −5,969,851−22.8% | Reduced |
| Itau Unibanco Holding S.A. | 23,229,589 | $110.5M | 5.56% | +1,853,818+8.7% | Added |
| Vanguard Group Inc | 27,752,943 | $135.2M | 0.00% | +62,179+0.2% | Added |
| Robeco Institutional Asset Management B.V. | 30,130,072 | $146.7M | 0.40% | +371,264+1.2% | Added |
| Franklin Resources Inc | 33,148,180 | $161.4M | 0.08% | +11,9010.0% | Added |
| Perpetual Ltd | 48,099,796 | $234.2M | 2.03% | +48,099,796 | New |
| Westwood Global Investments, LLC | 63,455,720 | $309.0M | 17.19% | +581,923+0.9% | Added |
| Schroder Investment Management Group | 89,850,472 | $437.6M | 0.65% | −2,407,390−2.6% | Reduced |
| Goldman Sachs Group Inc | 92,558,406 | $450.8M | 0.12% | +85,080,757+1,137.8% | Added |
| JGP Global Gestao de Recursos Ltda. | 12,500 | – | – | −8,885−41.5% | Reduced |
| Sofos Investments, Inc. | 5 | – | – | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −10,742,581−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,562,242−100.0% | Sold out |
| Aubrey Capital Management Ltd | 0 | $0 | 0.00% | −1,441,500−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −851,456−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −805,900−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −593,161−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −486,176−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −421,169−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −413,543−100.0% | Sold out |
| WP Advisors, LLC | 0 | $0 | 0.00% | −318,039−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −315,577−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −182,128−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −130,962−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −109,128−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −82,584−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −80,611−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −65,800−100.0% | Sold out |
| Herr Investment Group LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −49,469−100.0% | Sold out |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −47,251−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −41,875−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −37,545−100.0% | Sold out |
| Wrapmanager Inc | 0 | $0 | 0.00% | −32,447−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −30,929−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −27,737−100.0% | Sold out |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −24,741−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −19,210−100.0% | Sold out |