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 |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −16,315−100.0% | Sold out |
| Veracity Capital LLC | 0 | $0 | 0.00% | −14,857−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −13,995−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −13,028−100.0% | Sold out |
| Wallace Advisory Group, LLC | 0 | $0 | 0.00% | −12,199−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −11,864−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −11,417−100.0% | Sold out |
| Summit Financial, LLC | 0 | $0 | 0.00% | −11,176−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −10,846−100.0% | Sold out |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,385−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −10,297−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −8,820−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Pendal Group Limited | – | – | – | – | Not filed |
| Emerging Variant Capital Management LP | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Perpetual Investment Management Ltd | – | – | – | – | Not filed |
| Tyler-Stone Wealth Management | – | – | – | – | Not filed |