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, Q2 2023
Institutional positions in Itau Unibanco Holding S.A. as of Jun 30, 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
- 289
- +16 vs. Q1 2023
- Shares held
- 823.1M
- −4.11M (−0.5%) vs. Q1 2023
- Total value
- $4.85B
- +$825.8M (+20.5%) vs. Q1 2023
- New holders
- 32
- 97 more added
- Sold out
- 16
- 100 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 94,379,455 | $556.8M | 0.80% | +4,528,983+5.0% | Added |
| Westwood Global Investments, LLC | 61,726,401 | $364.2M | 17.92% | −1,729,319−2.7% | Reduced |
| Goldman Sachs Group Inc | 54,024,042 | $318.7M | 0.08% | −38,534,364−41.6% | Reduced |
| JPMorgan Chase & Co | 47,868,969 | $282.4M | 0.03% | +31,927,953+200.3% | Added |
| Perpetual Ltd | 46,802,526 | $276.1M | 2.37% | −1,297,270−2.7% | Reduced |
| Franklin Resources Inc | 30,930,611 | $182.5M | 0.09% | −2,217,569−6.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 29,408,449 | $173.5M | 0.45% | −721,623−2.4% | Reduced |
| Vanguard Group Inc | 27,510,679 | $162.3M | 0.00% | −242,264−0.9% | Reduced |
| Itau Unibanco Holding S.A. | 23,144,786 | $132.4M | 6.19% | −84,803−0.4% | Reduced |
| BlackRock Inc. | 20,155,900 | $118.9M | 0.00% | −108,473−0.5% | Reduced |
| Fisher Asset Management, LLC | 19,416,114 | $114.6M | 0.06% | +846,311+4.6% | Added |
| Dodge & Cox | 18,506,905 | $109.2M | 0.07% | +181,200+1.0% | Added |
| Bank of America Corp | 17,513,627 | $103.3M | 0.01% | −233,772−1.3% | Reduced |
| Baillie Gifford & Co | 14,912,727 | $88.0M | 0.07% | −565,568−3.7% | Reduced |
| GQG Partners LLC | 14,896,315 | $87.9M | 0.20% | −1,208,760−7.5% | Reduced |
| Ameriprise Financial Inc | 13,619,001 | $80.4M | 0.03% | −838,575−5.8% | Reduced |
| Ariel Investments, LLC | 13,159,982 | $77.6M | 0.74% | +2,954,172+28.9% | Added |
| Antipodes Partners Ltd | 12,434,867 | $73.4M | 2.53% | +3,119,978+33.5% | Added |
| Harding Loevner LP | 12,008,535 | $70.9M | 0.41% | −4,266,030−26.2% | Reduced |
| State Street Corp | 11,300,801 | $67.8M | 0.00% | +74,045+0.7% | Added |
| Mondrian Investment Partners LTD | 11,382,893 | $67.2M | 1.34% | −398,297−3.4% | Reduced |
| Macquarie Group Ltd | 10,073,495 | $59.4M | 0.07% | +534,179+5.6% | Added |
| Seafarer Capital Partners, LLC | 9,874,000 | $58.3M | 17.68% | 00.0% | Unchanged |
| Orbis Allan Gray Ltd | 9,832,127 | $58.0M | 0.42% | −1,455,897−12.9% | Reduced |
| Citigroup Inc | 9,407,787 | $55.5M | 0.07% | +126,097+1.4% | Added |
| William Blair Investment Management, LLC | 9,084,688 | $53.6M | 0.17% | +529,506+6.2% | Added |
| Northcape Capital Pty Ltd | 8,729,050 | $51.5M | 6.53% | −121,100−1.4% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 8,185,639 | $48.3M | 0.65% | −7,377,713−47.4% | Reduced |
| HSBC Holdings PLC | 7,329,819 | $43.7M | 0.05% | +5,088,287+227.0% | Added |
| Morgan Stanley | 6,837,356 | $40.3M | 0.00% | +3,647,110+114.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,705,270 | $39.6M | 0.06% | +6,705,270 | New |
| Lazard Asset Management LLC | 6,691,525 | $39.5M | 0.05% | +2,588,679+63.1% | Added |
| Victory Capital Management Inc | 6,457,740 | $38.1M | 0.04% | −1,491,910−18.8% | Reduced |
| Russell Investments Group, Ltd. | 5,349,312 | $31.6M | 0.06% | −2,868,990−34.9% | Reduced |
| Deutsche Bank AG | 5,305,393 | $31.3M | 0.02% | −6,434,974−54.8% | Reduced |
| Capital World Investors | 5,242,925 | $30.9M | 0.01% | +5,242,925 | New |
| Todd Asset Management LLC | 5,240,398 | $30.9M | 0.72% | −593,958−10.2% | Reduced |
| Renaissance Technologies LLC | 4,763,974 | $28.1M | 0.04% | +298,600+6.7% | Added |
| Gemsstock Limited | 4,700,482 | $27.7M | 18.71% | +4,700,482 | New |
| UBS Group AG | 4,535,404 | $26.8M | 0.01% | +790,898+21.1% | Added |
| NS Partners Ltd | 4,521,095 | $26.7M | 1.40% | −78,500−1.7% | Reduced |
| State of New Jersey Common Pension Fund D | 4,228,313 | $24.9M | 0.08% | +346,994+8.9% | Added |
| Jane Street Group, LLC | 4,086,877 | $24.1M | 0.03% | +2,019,834+97.7% | Added |
| Slate Path Capital LP | 3,144,000 | $18.5M | 0.68% | 00.0% | Unchanged |
| Northern Trust Corp | 3,036,235 | $17.9M | 0.00% | +241,791+8.7% | Added |
| Legal & General Group Plc | 2,885,627 | $17.0M | 0.01% | −187,441−6.1% | Reduced |
| American Century Companies Inc | 2,787,869 | $16.4M | 0.01% | +276,078+11.0% | Added |
| SPX Equities Gestao de Recursos Ltda | 2,738,108 | $16.2M | 0.77% | +138,873+5.3% | Added |
| Teachers Retirement System of the State of Kentucky | 2,734,740 | $16.1M | 0.16% | −621,600−18.5% | Reduced |
| Capital Research Global Investors | 2,728,306 | $16.1M | 0.00% | −1,094,136−28.6% | Reduced |
| USS Investment Management Ltd | 2,525,966 | $14.9M | 0.18% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 2,473,780 | $14.6M | 0.31% | −495,653−16.7% | Reduced |
| Citadel Advisors LLC | 2,255,543 | $13.3M | 0.01% | +869,366+62.7% | Added |
| Pinebridge Investments, L.P. | 1,858,638 | $11.0M | 0.12% | +524,554+39.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,766,561 | $10.4M | 0.05% | −1,588,839−47.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,823,296 | $10.4M | 0.02% | +457,481+33.5% | Added |
| Natixis Advisors, L.P. | 1,740,816 | $10.3M | 0.03% | +434,669+33.3% | Added |
| SEI Investments Co | 1,739,071 | $10.3M | 0.02% | +149,649+9.4% | Added |
| Optiver Holding B.V. | 1,641,207 | $9.68M | 0.28% | −858,528−34.3% | Reduced |
| Earnest Partners LLC | 1,506,390 | $8.89M | 0.05% | −17,356−1.1% | Reduced |
| Amundi | 1,405,431 | $8.38M | 0.00% | −24,204−1.7% | Reduced |
| Barings LLC | 1,376,861 | $8.12M | 0.27% | 00.0% | Unchanged |
| Renaissance Group LLC | 1,284,272 | $7.58M | 0.33% | +102,109+8.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 1,205,493 | $7.11M | 0.10% | −130,133−9.7% | Reduced |
| BTG Pactual Global Asset Management Ltd | 1,181,390 | $6.97M | 3.67% | +1,181,390 | New |
| First Eagle Investment Management, LLC | 1,087,349 | $6.42M | 0.02% | +169,472+18.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,081,596 | $6.38M | 0.03% | +672,542+164.4% | Added |
| Formuepleje A/S | 936,275 | $5.52M | 0.48% | −61,264−6.1% | Reduced |
| INCA Investments LLC | 928,079 | $5.48M | 1.91% | −640,387−40.8% | Reduced |
| Trillium Asset Management, LLC | 890,149 | $5.25M | 0.15% | −563−0.1% | Reduced |
| Geode Capital Management, LLC | 889,920 | $5.25M | 0.00% | +7,951+0.9% | Added |
| Caxton Associates LP | 863,559 | $5.09M | 0.75% | +863,559 | New |
| Oaktree Fund Advisors, LLC | 859,099 | $5.07M | 4.30% | −425,143−33.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 855,778 | $4.98M | 0.02% | −51,817−5.7% | Reduced |
| New York State Common Retirement Fund | 837,111 | $4.94M | 0.01% | +295,068+54.4% | Added |
| Deprince Race & Zollo Inc | 821,100 | $4.84M | 0.11% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 808,520 | $4.77M | 0.02% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 799,790 | $4.72M | 0.15% | 00.0% | Unchanged |
| STRS Ohio | 700,000 | $4.13M | 0.02% | −2,900,000−80.6% | Reduced |
| Liontrust Investment Partners LLP | 638,843 | $3.77M | 0.05% | +30,000+4.9% | Added |
| Envestnet Asset Management Inc | 630,031 | $3.72M | 0.00% | −22,179−3.4% | Reduced |
| Employees Retirement System of Texas | 624,141 | $3.68M | 0.05% | 00.0% | Unchanged |
| AXA S.A. | 621,522 | $3.67M | 0.01% | −169,056−21.4% | Reduced |
| Rhumbline Advisers | 570,084 | $3.36M | 0.00% | +570,084 | New |
| Daiwa Securities Group Inc. | 568,347 | $3.35M | 0.02% | −10,000−1.7% | Reduced |
| Qube Research & Technologies Ltd | 538,140 | $3.18M | 0.01% | +538,140 | New |
| Crossmark Global Holdings, Inc. | 521,297 | $3.13M | 0.07% | −4,563−0.9% | Reduced |
| Wells Fargo & Company | 513,002 | $3.03M | 0.00% | −9,461−1.8% | Reduced |
| Abn Amro Investment Solutions | 481,867 | $2.84M | 0.06% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 466,598 | $2.75M | 0.00% | +466,598 | New |
| Madison Asset Management, LLC | 454,176 | $2.68M | 0.04% | −9,759−2.1% | Reduced |
| Banque Cantonale Vaudoise | 440,000 | $2.60M | 0.12% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 440,000 | $2.59M | 0.01% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 422,326 | $2.49M | 0.00% | +5,571+1.3% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 413,621 | $2.44M | 1.91% | +53,428+14.8% | Added |
| Calamos Advisors LLC | 388,933 | $2.29M | 0.01% | −355−0.1% | Reduced |
| Neuberger Berman Group LLC | 389,503 | $2.29M | 0.00% | +117,815+43.4% | Added |
| VPR Management LLC | 386,597 | $2.28M | 0.58% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 366,708 | $2.16M | 0.00% | +48,422+15.2% | Added |
| Royal Bank of Canada | 350,729 | $2.07M | 0.00% | −35,993−9.3% | Reduced |