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 |
|---|---|---|---|---|---|
| Glovista Investments LLC | 297,031 | $1.45M | 0.88% | +297,031 | New |
| Pzena Investment Management LLC | 290,626 | $1.42M | 0.01% | −53,118−15.5% | Reduced |
| Eagle Global Advisors LLC | 284,000 | $1.38M | 0.09% | +50,000+21.4% | Added |
| Neuberger Berman Group LLC | 271,688 | $1.32M | 0.00% | +12,515+4.8% | Added |
| Baker Avenue Asset Management, LP | 266,164 | $1.30M | 0.07% | −750.0% | Reduced |
| Deuterium Capital Management, LLC | 258,797 | $1.26M | 2.12% | +109,883+73.8% | Added |
| Deltec Asset Management LLC | 228,292 | $1.11M | 0.27% | 00.0% | Unchanged |
| Nordea Investment Management AB | 227,576 | $1.11M | 0.00% | −9,760−4.1% | Reduced |
| LPL Financial LLC | 220,344 | $1.07M | 0.00% | +11,419+5.5% | Added |
| Leonteq Securities AG | 215,071 | $1.05M | 0.10% | −76,863−26.3% | Reduced |
| Profund Advisors LLC | 209,569 | $1.02M | 0.06% | −7,657−3.5% | Reduced |
| Cullen Capital Management LLC | 209,361 | $1.02M | 0.01% | +209,361 | New |
| Bank of New York Mellon Corp | 209,115 | $1.02M | 0.00% | +163,636+359.8% | Added |
| UBS Asset Management Americas Inc | 203,040 | $988.8K | 0.00% | −3,200−1.6% | Reduced |
| Quattro Financial Advisors LLC | 200,000 | $974.0K | 0.40% | 00.0% | Unchanged |
| Fiera Capital Corp | 195,686 | $953.0K | 0.00% | +195,686 | New |
| XTX Topco Ltd | 186,759 | $909.5K | 0.19% | −9,726−4.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 179,380 | $873.6K | 0.00% | −68,465−27.6% | Reduced |
| Invesco Ltd. | 177,711 | $865.5K | 0.00% | −24,339−12.0% | Reduced |
| Euro Pacific Asset Management, LLC | 171,464 | $837.0K | 0.18% | +1,171+0.7% | Added |
| Longfellow Investment Management Co LLC | 171,583 | $835.6K | 0.19% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 165,379 | $805.4K | 0.01% | +110,620+202.0% | Added |
| 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 |
| Qtron Investments LLC | 156,431 | $761.8K | 0.16% | −4,712−2.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 155,771 | $759.0K | 0.02% | +155,771 | New |
| Channing Global Advisors, LLC | 146,379 | $712.9K | 0.78% | +146,379 | New |
| Mitsubishi UFJ Trust & Banking Corp | 143,042 | $696.6K | 0.00% | −5,907−4.0% | Reduced |
| Cloverfields Capital Group, LP | 135,946 | $662.1K | 0.20% | +72,277+113.5% | Added |
| Dimensional Fund Advisors LP | 130,415 | $635.1K | 0.00% | +13,928+12.0% | Added |
| Fifth Third Bancorp | 128,093 | $623.8K | 0.00% | +11,580+9.9% | Added |
| US Bancorp | 125,678 | $612.1K | 0.00% | −13,028−9.4% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 120,348 | $586.1K | 0.01% | +120,348 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 111,148 | $542.7K | 0.01% | −244,874−68.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 110,261 | $537.0K | 0.01% | −15,345−12.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 110,000 | $535.7K | 0.08% | +110,000 | New |
| Legacy Wealth Asset Management, LLC | 107,638 | $524.2K | 0.19% | +8,888+9.0% | Added |
| HRT Financial LP | 104,289 | $507.0K | 0.01% | −182,269−63.6% | Reduced |
| Diversified Trust Co | 100,873 | $491.3K | 0.02% | 00.0% | Unchanged |
| Sabadell Asset Management, S.A S.G.I.I.C | 98,654 | $475.5K | 0.10% | 00.0% | Unchanged |
| Ethic Inc. | 86,788 | $422.7K | 0.02% | +45,687+111.2% | Added |
| Two Sigma Investments, LP | 86,600 | $421.7K | 0.00% | +86,600 | New |
| Veriti Management LLC | 85,341 | $415.6K | 0.05% | −68,797−44.6% | Reduced |
| Yousif Capital Management, LLC | 80,991 | $394.4K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 79,966 | $393.6K | 0.01% | +8,639+12.1% | Added |
| Symmetry Partners, LLC | 78,077 | $380.0K | 0.02% | +78,077 | New |
| London & Capital Asset Management Ltd | 75,000 | $365.3K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 74,115 | $360.9K | 0.00% | −13,724−15.6% | Reduced |
| Susquehanna International Group, LLP | 73,051 | $355.8K | 0.00% | +34,690+90.4% | Added |
| Guggenheim Capital LLC | 69,845 | $340.1K | 0.00% | +49,307+240.1% | Added |
| Baldwin Investment Management, LLC | 69,712 | $339.5K | 0.06% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 67,468 | $328.6K | 0.02% | −2,223−3.2% | Reduced |
| Solstein Capital, LLC | 67,400 | $328.2K | 0.29% | +34,100+102.4% | Added |
| Ronald Blue Trust, Inc. | 67,050 | $316.0K | 0.01% | +49,603+284.3% | Added |
| River Road Asset Management, LLC | 63,748 | $310.5K | 0.00% | +29,719+87.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 62,000 | $301.9K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 59,392 | $290.0K | 0.00% | +1,807+3.1% | Added |
| Eqis Capital Management, Inc. | 58,515 | $285.0K | 0.03% | −7,595−11.5% | Reduced |
| Whittier Trust Co | 56,644 | $275.9K | 0.01% | +56,120+10,709.9% | Added |
| Callan Family Office, LLC | 55,800 | $271.7K | 0.07% | 00.0% | Unchanged |
| Old National Bancorp | 55,685 | $271.2K | 0.01% | +1,399+2.6% | Added |
| Cerity Partners LLC | 55,239 | $269.0K | 0.00% | +4,841+9.6% | Added |
| Altfest L J & Co Inc | 54,625 | $266.0K | 0.04% | +41,186+306.5% | Added |
| Wealth Alliance | 54,181 | $263.9K | 0.04% | +2,002+3.8% | Added |
| Banco Santander, S.A. | 52,884 | $257.5K | 0.00% | +15,494+41.4% | Added |
| Atlas Capital Advisors LLC | 48,694 | $237.1K | 0.04% | −45,878−48.5% | Reduced |
| Financial Counselors Inc | 46,743 | $228.0K | 0.00% | −1,000−2.1% | Reduced |
| Marex Group plc | 44,778 | $218.1K | 0.03% | +44,778 | New |
| Alterna Wealth Management, Inc | 44,338 | $215.9K | 0.27% | +2,094+5.0% | Added |
| Advisors Asset Management, Inc. | 40,653 | $198.0K | 0.00% | +1,418+3.6% | Added |
| HBK Sorce Advisory LLC | 39,867 | $194.2K | 0.01% | −40,435−50.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 38,890 | $189.4K | 0.04% | −12,530−24.4% | Reduced |
| Sequoia Financial Advisors, LLC | 37,854 | $184.3K | 0.00% | +18,926+100.0% | Added |
| Gould Asset Management LLC | 36,165 | $176.1K | 0.05% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 35,178 | $171.3K | 0.02% | +125+0.4% | Added |
| JustInvest LLC | 27,834 | $136.1K | 0.00% | +2,491+9.8% | Added |
| Edgestream Partners, L.P. | 27,271 | $132.8K | 0.01% | +27,271 | New |
| CI Private Wealth, LLC | 26,852 | $130.8K | 0.00% | +11,400+73.8% | Added |
| Baldwin Brothers Inc | 25,979 | $126.5K | 0.01% | −2,373−8.4% | Reduced |
| Metis Global Partners, LLC | 25,911 | $126.2K | 0.01% | −526−2.0% | Reduced |
| Commerzbank Aktiengesellschaft | 25,749 | $126.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 25,583 | $124.6K | 0.00% | +3,596+16.4% | Added |
| Ameraudi Asset Management, Inc. | 25,150 | $122.5K | 0.05% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 24,800 | $120.8K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 24,052 | $117.4K | 0.00% | +9,303+63.1% | Added |
| First Trust Advisors LP | 23,148 | $112.7K | 0.00% | −5,362−18.8% | Reduced |
| Truist Financial Corp | 21,685 | $105.6K | 0.00% | −30,788−58.7% | Reduced |
| Legacy Financial Advisors, Inc. | 19,515 | $95.0K | 0.02% | −2,009−9.3% | Reduced |
| Hamilton Capital, LLC | 19,318 | $94.1K | 0.01% | +4,027+26.3% | Added |
| Vident Investment Advisory, LLC | 18,715 | $91.1K | 0.00% | +18,715 | New |
| Pinnacle Wealth Planning Services, Inc. | 17,580 | $85.6K | 0.01% | 00.0% | Unchanged |
| KCS Wealth Advisory | 17,401 | $84.7K | 0.03% | −28,846−62.4% | Reduced |
| CAPROCK Group, Inc. | 17,139 | $84.4K | 0.01% | +17,139 | New |
| Aviva PLC | 16,370 | $79.7K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 15,413 | $75.1K | 0.00% | +678+4.6% | Added |
| Hilltop Holdings Inc. | 15,311 | $74.6K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 15,253 | $74.3K | 0.00% | +15,253 | New |
| QCM Cayman, Ltd. | 15,186 | $74.0K | 0.46% | +15,186 | New |
| FMR LLC | 15,002 | $73.1K | 0.00% | −44,871−74.9% | Reduced |
| Peapack Gladstone Financial Corp | 14,935 | $73.0K | 0.00% | −2,500−14.3% | Reduced |