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 |
|---|---|---|---|---|---|
| JustInvest LLC | 32,396 | $191.1K | 0.01% | +4,562+16.4% | Added |
| Checchi Capital Advisers, LLC | 34,518 | $203.7K | 0.02% | −660−1.9% | Reduced |
| The PNC Financial Services Group, Inc. | 35,833 | $211.4K | 0.00% | +10,250+40.1% | Added |
| Gould Asset Management LLC | 36,165 | $213.4K | 0.06% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 38,485 | $227.1K | 0.01% | −1,382−3.5% | Reduced |
| Sequoia Financial Advisors, LLC | 38,803 | $228.9K | 0.00% | +949+2.5% | Added |
| Susquehanna International Group, LLP | 40,377 | $238.2K | 0.00% | −32,674−44.7% | Reduced |
| Marietta Investment Partners LLC | 41,100 | $242.5K | 0.06% | +41,100 | New |
| Banco Santander, S.A. | 45,251 | $267.0K | 0.00% | −7,633−14.4% | Reduced |
| Alterna Wealth Management, Inc | 45,798 | $270.7K | 0.31% | +1,460+3.3% | Added |
| Financial Counselors Inc | 46,743 | $276.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 46,788 | $276.0K | 0.04% | −1,906−3.9% | Reduced |
| Rock Creek Group, LP | 47,676 | $281.3K | 0.04% | +47,676 | New |
| Sompo Asset Management Co., Ltd. | 48,930 | $288.7K | 0.05% | +10,040+25.8% | Added |
| JGP Global Gestao de Recursos Ltda. | 50,056 | $295.3K | 0.21% | +37,556+300.4% | Added |
| Advisors Asset Management, Inc. | 50,417 | $297.5K | 0.01% | +9,764+24.0% | Added |
| Cerity Partners LLC | 52,412 | $309.2K | 0.00% | −2,827−5.1% | Reduced |
| Axq Capital, LP | 53,700 | $316.8K | 0.39% | +53,700 | New |
| Callan Family Office, LLC | 55,800 | $329.2K | 0.09% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 56,429 | $332.9K | 0.09% | +56,429 | New |
| Eqis Capital Management, Inc. | 56,717 | $334.6K | 0.04% | −1,798−3.1% | Reduced |
| Wealth Alliance | 57,630 | $340.0K | 0.05% | +3,449+6.4% | Added |
| Credit Suisse AG | 59,022 | $348.8K | 0.00% | −571,069−90.6% | Reduced |
| Vident Investment Advisory, LLC | 60,937 | $359.1K | 0.01% | +42,222+225.6% | Added |
| Whittier Trust Co | 61,849 | $364.9K | 0.01% | +5,205+9.2% | Added |
| Solstein Capital, LLC | 67,400 | $397.7K | 0.33% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 67,580 | $398.7K | 0.00% | −6,535−8.8% | Reduced |
| Insigneo Advisory Services, LLC | 65,274 | $404.2K | 0.08% | +65,274 | New |
| Baldwin Investment Management, LLC | 69,712 | $411.3K | 0.07% | 00.0% | Unchanged |
| London & Capital Asset Management Ltd | 75,000 | $442.5K | 0.04% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 77,000 | $454.3K | 0.01% | +15,000+24.2% | Added |
| Prelude Capital Management, LLC | 77,747 | $458.7K | 0.04% | +77,747 | New |
| Symmetry Partners, LLC | 78,077 | $461.0K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 78,598 | $463.6K | 0.00% | +19,206+32.3% | Added |
| Aquatic Capital Management LLC | 80,600 | $476.0K | 0.03% | +80,600 | New |
| Yousif Capital Management, LLC | 80,991 | $477.8K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 79,880 | $484.8K | 0.01% | −86−0.1% | Reduced |
| Ethic Inc. | 84,208 | $496.8K | 0.02% | −2,580−3.0% | Reduced |
| Guggenheim Capital LLC | 85,445 | $504.1K | 0.00% | +15,600+22.3% | Added |
| Two Sigma Investments, LP | 86,600 | $510.9K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 87,169 | $515.2K | 0.01% | +87,169 | New |
| Leonteq Securities AG | 88,685 | $523.2K | 0.05% | −126,386−58.8% | Reduced |
| Veriti Management LLC | 89,814 | $529.9K | 0.06% | +4,473+5.2% | Added |
| Millennium Management LLC | 92,541 | $546.0K | 0.00% | −625,781−87.1% | Reduced |
| Advisor Partners II, LLC | 94,793 | $559.3K | 0.03% | +27,325+40.5% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 98,654 | $588.0K | 0.12% | 00.0% | Unchanged |
| Diversified Trust Co | 102,030 | $602.0K | 0.02% | +1,157+1.1% | Added |
| Legacy Wealth Asset Management, LLC | 105,929 | $625.0K | 0.22% | −1,709−1.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 110,500 | $653.1K | 0.10% | +500+0.5% | Added |
| US Bancorp | 112,948 | $666.4K | 0.00% | −12,730−10.1% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 120,348 | $710.1K | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 120,552 | $711.3K | 0.00% | −58,828−32.8% | Reduced |
| Dimensional Fund Advisors LP | 133,427 | $787.2K | 0.00% | +3,012+2.3% | Added |
| O'Shaughnessy Asset Management, LLC | 135,614 | $800.1K | 0.01% | +25,353+23.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 140,532 | $829.1K | 0.00% | −2,510−1.8% | Reduced |
| Glovista Investments LLC | 145,516 | $858.5K | 0.45% | −151,515−51.0% | Reduced |
| Channing Global Advisors, LLC | 146,379 | $863.6K | 0.87% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 149,792 | $883.8K | 0.19% | −78,500−34.4% | Reduced |
| Qtron Investments LLC | 160,247 | $945.5K | 0.18% | +3,816+2.4% | Added |
| Fifth Third Bancorp | 160,605 | $947.6K | 0.00% | +32,512+25.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 165,563 | $977.0K | 0.02% | +9,792+6.3% | Added |
| UBS Asset Management Americas Inc | 203,040 | $988.8K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 168,143 | $992.0K | 0.00% | −40,972−19.6% | Reduced |
| Two Sigma Securities, LLC | 169,112 | $997.8K | 0.08% | +169,112 | New |
| Brandywine Global Investment Management, LLC | 172,279 | $1.02M | 0.01% | +6,900+4.2% | Added |
| Euro Pacific Asset Management, LLC | 177,310 | $1.05M | 0.23% | +5,846+3.4% | Added |
| Nordea Investment Management AB | 187,631 | $1.10M | 0.00% | −39,945−17.6% | Reduced |
| Cullen Capital Management LLC | 192,771 | $1.14M | 0.01% | −16,590−7.9% | Reduced |
| Quattro Financial Advisors LLC | 200,000 | $1.18M | 0.47% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 203,548 | $1.20M | 0.11% | +203,548 | New |
| Invesco Ltd. | 207,315 | $1.22M | 0.00% | +29,604+16.7% | Added |
| Brinker Capital Investments, LLC | 214,442 | $1.27M | 0.01% | +56,279+35.6% | Added |
| Orion Portfolio Solutions, LLC | 214,442 | $1.27M | 0.01% | +56,279+35.6% | Added |
| Cloverfields Capital Group, LP | 218,062 | $1.29M | 0.42% | +82,116+60.4% | Added |
| BNP Paribas Arbitrage, SA | 219,451 | $1.29M | 0.00% | −147,077−40.1% | Reduced |
| LPL Financial LLC | 220,920 | $1.30M | 0.00% | +576+0.3% | Added |
| Profund Advisors LLC | 223,472 | $1.32M | 0.07% | +13,903+6.6% | Added |
| Longfellow Investment Management Co LLC | 239,175 | $1.41M | 0.32% | +67,592+39.4% | Added |
| Campbell & CO Investment Adviser LLC | 254,210 | $1.50M | 0.27% | +254,210 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 259,372 | $1.53M | 0.02% | +148,224+133.4% | Added |
| Baker Avenue Asset Management, LP | 267,417 | $1.58M | 0.08% | +1,253+0.5% | Added |
| Eagle Global Advisors LLC | 284,000 | $1.68M | 0.11% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 285,037 | $1.68M | 0.01% | −5,589−1.9% | Reduced |
| Barclays PLC | 293,181 | $1.73M | 0.00% | −28,847−9.0% | Reduced |
| Banco BTG Pactual S.A. | 298,900 | $1.76M | 1.12% | −940,685−75.9% | Reduced |
| Deuterium Capital Management, LLC | 307,466 | $1.81M | 2.54% | +48,669+18.8% | Added |
| Raymond James & Associates | 323,607 | $1.91M | 0.00% | −3,660−1.1% | Reduced |
| AQR Capital Management LLC | 326,030 | $1.92M | 0.00% | +919+0.3% | Added |
| Royal Bank of Canada | 350,729 | $2.07M | 0.00% | −35,993−9.3% | Reduced |
| Thrivent Financial for Lutherans | 366,708 | $2.16M | 0.00% | +48,422+15.2% | Added |
| VPR Management LLC | 386,597 | $2.28M | 0.58% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 389,503 | $2.29M | 0.00% | +117,815+43.4% | Added |
| Calamos Advisors LLC | 388,933 | $2.29M | 0.01% | −355−0.1% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 413,621 | $2.44M | 1.91% | +53,428+14.8% | Added |
| Clearbridge Investments, LLC | 422,326 | $2.49M | 0.00% | +5,571+1.3% | Added |
| DekaBank Deutsche Girozentrale | 440,000 | $2.59M | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 440,000 | $2.60M | 0.12% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 454,176 | $2.68M | 0.04% | −9,759−2.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 466,598 | $2.75M | 0.00% | +466,598 | New |
| Abn Amro Investment Solutions | 481,867 | $2.84M | 0.06% | 00.0% | Unchanged |