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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 513,002 | $3.03M | 0.00% | −9,461−1.8% | Reduced |
| Crossmark Global Holdings, Inc. | 521,297 | $3.13M | 0.07% | −4,563−0.9% | Reduced |
| Qube Research & Technologies Ltd | 538,140 | $3.18M | 0.01% | +538,140 | New |
| Daiwa Securities Group Inc. | 568,347 | $3.35M | 0.02% | −10,000−1.7% | Reduced |
| Rhumbline Advisers | 570,084 | $3.36M | 0.00% | +570,084 | New |
| AXA S.A. | 621,522 | $3.67M | 0.01% | −169,056−21.4% | Reduced |
| Employees Retirement System of Texas | 624,141 | $3.68M | 0.05% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 630,031 | $3.72M | 0.00% | −22,179−3.4% | Reduced |
| Liontrust Investment Partners LLP | 638,843 | $3.77M | 0.05% | +30,000+4.9% | Added |
| STRS Ohio | 700,000 | $4.13M | 0.02% | −2,900,000−80.6% | Reduced |
| Northwest & Ethical Investments L.P. | 799,790 | $4.72M | 0.15% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 808,520 | $4.77M | 0.02% | 00.0% | Unchanged |
| Deprince Race & Zollo Inc | 821,100 | $4.84M | 0.11% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 837,111 | $4.94M | 0.01% | +295,068+54.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 855,778 | $4.98M | 0.02% | −51,817−5.7% | Reduced |
| Oaktree Fund Advisors, LLC | 859,099 | $5.07M | 4.30% | −425,143−33.1% | Reduced |
| Caxton Associates LP | 863,559 | $5.09M | 0.75% | +863,559 | New |
| Geode Capital Management, LLC | 889,920 | $5.25M | 0.00% | +7,951+0.9% | Added |
| Trillium Asset Management, LLC | 890,149 | $5.25M | 0.15% | −563−0.1% | Reduced |
| INCA Investments LLC | 928,079 | $5.48M | 1.91% | −640,387−40.8% | Reduced |
| Formuepleje A/S | 936,275 | $5.52M | 0.48% | −61,264−6.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 1,081,596 | $6.38M | 0.03% | +672,542+164.4% | Added |
| First Eagle Investment Management, LLC | 1,087,349 | $6.42M | 0.02% | +169,472+18.5% | Added |
| BTG Pactual Global Asset Management Ltd | 1,181,390 | $6.97M | 3.67% | +1,181,390 | New |
| B. Metzler seel. Sohn & Co. AG | 1,205,493 | $7.11M | 0.10% | −130,133−9.7% | Reduced |
| Renaissance Group LLC | 1,284,272 | $7.58M | 0.33% | +102,109+8.6% | Added |
| Barings LLC | 1,376,861 | $8.12M | 0.27% | 00.0% | Unchanged |
| Amundi | 1,405,431 | $8.38M | 0.00% | −24,204−1.7% | Reduced |
| Earnest Partners LLC | 1,506,390 | $8.89M | 0.05% | −17,356−1.1% | Reduced |
| Optiver Holding B.V. | 1,641,207 | $9.68M | 0.28% | −858,528−34.3% | Reduced |
| SEI Investments Co | 1,739,071 | $10.3M | 0.02% | +149,649+9.4% | Added |
| Natixis Advisors, L.P. | 1,740,816 | $10.3M | 0.03% | +434,669+33.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,823,296 | $10.4M | 0.02% | +457,481+33.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,766,561 | $10.4M | 0.05% | −1,588,839−47.4% | Reduced |
| Pinebridge Investments, L.P. | 1,858,638 | $11.0M | 0.12% | +524,554+39.3% | Added |
| Citadel Advisors LLC | 2,255,543 | $13.3M | 0.01% | +869,366+62.7% | Added |
| Boston Common Asset Management, LLC | 2,473,780 | $14.6M | 0.31% | −495,653−16.7% | Reduced |
| USS Investment Management Ltd | 2,525,966 | $14.9M | 0.18% | 00.0% | Unchanged |
| Capital Research Global Investors | 2,728,306 | $16.1M | 0.00% | −1,094,136−28.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,734,740 | $16.1M | 0.16% | −621,600−18.5% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 2,738,108 | $16.2M | 0.77% | +138,873+5.3% | Added |
| American Century Companies Inc | 2,787,869 | $16.4M | 0.01% | +276,078+11.0% | Added |
| Legal & General Group Plc | 2,885,627 | $17.0M | 0.01% | −187,441−6.1% | Reduced |
| Northern Trust Corp | 3,036,235 | $17.9M | 0.00% | +241,791+8.7% | Added |
| Slate Path Capital LP | 3,144,000 | $18.5M | 0.68% | 00.0% | Unchanged |
| Jane Street Group, LLC | 4,086,877 | $24.1M | 0.03% | +2,019,834+97.7% | Added |
| State of New Jersey Common Pension Fund D | 4,228,313 | $24.9M | 0.08% | +346,994+8.9% | Added |
| NS Partners Ltd | 4,521,095 | $26.7M | 1.40% | −78,500−1.7% | Reduced |
| UBS Group AG | 4,535,404 | $26.8M | 0.01% | +790,898+21.1% | Added |
| Gemsstock Limited | 4,700,482 | $27.7M | 18.71% | +4,700,482 | New |
| Renaissance Technologies LLC | 4,763,974 | $28.1M | 0.04% | +298,600+6.7% | Added |
| Todd Asset Management LLC | 5,240,398 | $30.9M | 0.72% | −593,958−10.2% | Reduced |
| Capital World Investors | 5,242,925 | $30.9M | 0.01% | +5,242,925 | New |
| Deutsche Bank AG | 5,305,393 | $31.3M | 0.02% | −6,434,974−54.8% | Reduced |
| Russell Investments Group, Ltd. | 5,349,312 | $31.6M | 0.06% | −2,868,990−34.9% | Reduced |
| Victory Capital Management Inc | 6,457,740 | $38.1M | 0.04% | −1,491,910−18.8% | Reduced |
| Lazard Asset Management LLC | 6,691,525 | $39.5M | 0.05% | +2,588,679+63.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,705,270 | $39.6M | 0.06% | +6,705,270 | New |
| Morgan Stanley | 6,837,356 | $40.3M | 0.00% | +3,647,110+114.3% | Added |
| HSBC Holdings PLC | 7,329,819 | $43.7M | 0.05% | +5,088,287+227.0% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 8,185,639 | $48.3M | 0.65% | −7,377,713−47.4% | Reduced |
| Northcape Capital Pty Ltd | 8,729,050 | $51.5M | 6.53% | −121,100−1.4% | Reduced |
| William Blair Investment Management, LLC | 9,084,688 | $53.6M | 0.17% | +529,506+6.2% | Added |
| Citigroup Inc | 9,407,787 | $55.5M | 0.07% | +126,097+1.4% | Added |
| Orbis Allan Gray Ltd | 9,832,127 | $58.0M | 0.42% | −1,455,897−12.9% | Reduced |
| Seafarer Capital Partners, LLC | 9,874,000 | $58.3M | 17.68% | 00.0% | Unchanged |
| Macquarie Group Ltd | 10,073,495 | $59.4M | 0.07% | +534,179+5.6% | Added |
| Mondrian Investment Partners LTD | 11,382,893 | $67.2M | 1.34% | −398,297−3.4% | Reduced |
| State Street Corp | 11,300,801 | $67.8M | 0.00% | +74,045+0.7% | Added |
| Harding Loevner LP | 12,008,535 | $70.9M | 0.41% | −4,266,030−26.2% | Reduced |
| Antipodes Partners Ltd | 12,434,867 | $73.4M | 2.53% | +3,119,978+33.5% | Added |
| Ariel Investments, LLC | 13,159,982 | $77.6M | 0.74% | +2,954,172+28.9% | Added |
| Ameriprise Financial Inc | 13,619,001 | $80.4M | 0.03% | −838,575−5.8% | Reduced |
| GQG Partners LLC | 14,896,315 | $87.9M | 0.20% | −1,208,760−7.5% | Reduced |
| Baillie Gifford & Co | 14,912,727 | $88.0M | 0.07% | −565,568−3.7% | Reduced |
| Bank of America Corp | 17,513,627 | $103.3M | 0.01% | −233,772−1.3% | Reduced |
| Dodge & Cox | 18,506,905 | $109.2M | 0.07% | +181,200+1.0% | Added |
| Fisher Asset Management, LLC | 19,416,114 | $114.6M | 0.06% | +846,311+4.6% | Added |
| BlackRock Inc. | 20,155,900 | $118.9M | 0.00% | −108,473−0.5% | Reduced |
| Itau Unibanco Holding S.A. | 23,144,786 | $132.4M | 6.19% | −84,803−0.4% | Reduced |
| Vanguard Group Inc | 27,510,679 | $162.3M | 0.00% | −242,264−0.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 29,408,449 | $173.5M | 0.45% | −721,623−2.4% | Reduced |
| Franklin Resources Inc | 30,930,611 | $182.5M | 0.09% | −2,217,569−6.7% | Reduced |
| Perpetual Ltd | 46,802,526 | $276.1M | 2.37% | −1,297,270−2.7% | Reduced |
| JPMorgan Chase & Co | 47,868,969 | $282.4M | 0.03% | +31,927,953+200.3% | Added |
| Goldman Sachs Group Inc | 54,024,042 | $318.7M | 0.08% | −38,534,364−41.6% | Reduced |
| Westwood Global Investments, LLC | 61,726,401 | $364.2M | 17.92% | −1,729,319−2.7% | Reduced |
| Schroder Investment Management Group | 94,379,455 | $556.8M | 0.80% | +4,528,983+5.0% | Added |
| Sofos Investments, Inc. | 6 | – | – | +1+20.0% | Added |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −2,910,000−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −1,858,310−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −195,686−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −186,759−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −104,289−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −27,271−100.0% | Sold out |
| KCS Wealth Advisory | 0 | $0 | 0.00% | −17,401−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −10,856−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −10,247−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −4,555−100.0% | Sold out |