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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 326,030 | $1.92M | 0.00% | +919+0.3% | Added |
| Raymond James & Associates | 323,607 | $1.91M | 0.00% | −3,660−1.1% | Reduced |
| Deuterium Capital Management, LLC | 307,466 | $1.81M | 2.54% | +48,669+18.8% | Added |
| Banco BTG Pactual S.A. | 298,900 | $1.76M | 1.12% | −940,685−75.9% | Reduced |
| Barclays PLC | 293,181 | $1.73M | 0.00% | −28,847−9.0% | Reduced |
| Pzena Investment Management LLC | 285,037 | $1.68M | 0.01% | −5,589−1.9% | Reduced |
| Eagle Global Advisors LLC | 284,000 | $1.68M | 0.11% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 267,417 | $1.58M | 0.08% | +1,253+0.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 259,372 | $1.53M | 0.02% | +148,224+133.4% | Added |
| Campbell & CO Investment Adviser LLC | 254,210 | $1.50M | 0.27% | +254,210 | New |
| Longfellow Investment Management Co LLC | 239,175 | $1.41M | 0.32% | +67,592+39.4% | Added |
| Profund Advisors LLC | 223,472 | $1.32M | 0.07% | +13,903+6.6% | Added |
| LPL Financial LLC | 220,920 | $1.30M | 0.00% | +576+0.3% | Added |
| BNP Paribas Arbitrage, SA | 219,451 | $1.29M | 0.00% | −147,077−40.1% | Reduced |
| Cloverfields Capital Group, LP | 218,062 | $1.29M | 0.42% | +82,116+60.4% | 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 |
| Invesco Ltd. | 207,315 | $1.22M | 0.00% | +29,604+16.7% | Added |
| Quantitative Investment Management, LLC | 203,548 | $1.20M | 0.11% | +203,548 | New |
| Quattro Financial Advisors LLC | 200,000 | $1.18M | 0.47% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 192,771 | $1.14M | 0.01% | −16,590−7.9% | Reduced |
| Nordea Investment Management AB | 187,631 | $1.10M | 0.00% | −39,945−17.6% | Reduced |
| Euro Pacific Asset Management, LLC | 177,310 | $1.05M | 0.23% | +5,846+3.4% | Added |
| Brandywine Global Investment Management, LLC | 172,279 | $1.02M | 0.01% | +6,900+4.2% | Added |
| Two Sigma Securities, LLC | 169,112 | $997.8K | 0.08% | +169,112 | New |
| Bank of New York Mellon Corp | 168,143 | $992.0K | 0.00% | −40,972−19.6% | Reduced |
| UBS Asset Management Americas Inc | 203,040 | $988.8K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 165,563 | $977.0K | 0.02% | +9,792+6.3% | Added |
| Fifth Third Bancorp | 160,605 | $947.6K | 0.00% | +32,512+25.4% | Added |
| Qtron Investments LLC | 160,247 | $945.5K | 0.18% | +3,816+2.4% | Added |
| Deltec Asset Management LLC | 149,792 | $883.8K | 0.19% | −78,500−34.4% | Reduced |
| Channing Global Advisors, LLC | 146,379 | $863.6K | 0.87% | 00.0% | Unchanged |
| Glovista Investments LLC | 145,516 | $858.5K | 0.45% | −151,515−51.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 140,532 | $829.1K | 0.00% | −2,510−1.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 135,614 | $800.1K | 0.01% | +25,353+23.0% | Added |
| Dimensional Fund Advisors LP | 133,427 | $787.2K | 0.00% | +3,012+2.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 120,552 | $711.3K | 0.00% | −58,828−32.8% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 120,348 | $710.1K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 112,948 | $666.4K | 0.00% | −12,730−10.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 110,500 | $653.1K | 0.10% | +500+0.5% | Added |
| Legacy Wealth Asset Management, LLC | 105,929 | $625.0K | 0.22% | −1,709−1.6% | Reduced |
| Diversified Trust Co | 102,030 | $602.0K | 0.02% | +1,157+1.1% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 98,654 | $588.0K | 0.12% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 94,793 | $559.3K | 0.03% | +27,325+40.5% | Added |
| Millennium Management LLC | 92,541 | $546.0K | 0.00% | −625,781−87.1% | Reduced |
| Veriti Management LLC | 89,814 | $529.9K | 0.06% | +4,473+5.2% | Added |
| Leonteq Securities AG | 88,685 | $523.2K | 0.05% | −126,386−58.8% | Reduced |
| Cetera Advisors LLC | 87,169 | $515.2K | 0.01% | +87,169 | New |
| Two Sigma Investments, LP | 86,600 | $510.9K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 85,445 | $504.1K | 0.00% | +15,600+22.3% | Added |
| Ethic Inc. | 84,208 | $496.8K | 0.02% | −2,580−3.0% | Reduced |
| Pathstone Family Office, LLC | 79,880 | $484.8K | 0.01% | −86−0.1% | Reduced |
| Yousif Capital Management, LLC | 80,991 | $477.8K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 80,600 | $476.0K | 0.03% | +80,600 | New |
| Mariner, LLC | 78,598 | $463.6K | 0.00% | +19,206+32.3% | Added |
| Symmetry Partners, LLC | 78,077 | $461.0K | 0.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 77,747 | $458.7K | 0.04% | +77,747 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 77,000 | $454.3K | 0.01% | +15,000+24.2% | Added |
| London & Capital Asset Management Ltd | 75,000 | $442.5K | 0.04% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 69,712 | $411.3K | 0.07% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 65,274 | $404.2K | 0.08% | +65,274 | New |
| Advisor Group Holdings, Inc. | 67,580 | $398.7K | 0.00% | −6,535−8.8% | Reduced |
| Solstein Capital, LLC | 67,400 | $397.7K | 0.33% | 00.0% | Unchanged |
| Whittier Trust Co | 61,849 | $364.9K | 0.01% | +5,205+9.2% | Added |
| Vident Investment Advisory, LLC | 60,937 | $359.1K | 0.01% | +42,222+225.6% | Added |
| Credit Suisse AG | 59,022 | $348.8K | 0.00% | −571,069−90.6% | Reduced |
| Wealth Alliance | 57,630 | $340.0K | 0.05% | +3,449+6.4% | Added |
| Eqis Capital Management, Inc. | 56,717 | $334.6K | 0.04% | −1,798−3.1% | Reduced |
| Fox Run Management, L.L.C. | 56,429 | $332.9K | 0.09% | +56,429 | New |
| Callan Family Office, LLC | 55,800 | $329.2K | 0.09% | 00.0% | Unchanged |
| Axq Capital, LP | 53,700 | $316.8K | 0.39% | +53,700 | New |
| Cerity Partners LLC | 52,412 | $309.2K | 0.00% | −2,827−5.1% | Reduced |
| Advisors Asset Management, Inc. | 50,417 | $297.5K | 0.01% | +9,764+24.0% | Added |
| JGP Global Gestao de Recursos Ltda. | 50,056 | $295.3K | 0.21% | +37,556+300.4% | Added |
| Sompo Asset Management Co., Ltd. | 48,930 | $288.7K | 0.05% | +10,040+25.8% | Added |
| Rock Creek Group, LP | 47,676 | $281.3K | 0.04% | +47,676 | New |
| Atlas Capital Advisors LLC | 46,788 | $276.0K | 0.04% | −1,906−3.9% | Reduced |
| Financial Counselors Inc | 46,743 | $276.0K | 0.01% | 00.0% | Unchanged |
| Alterna Wealth Management, Inc | 45,798 | $270.7K | 0.31% | +1,460+3.3% | Added |
| Banco Santander, S.A. | 45,251 | $267.0K | 0.00% | −7,633−14.4% | Reduced |
| Marietta Investment Partners LLC | 41,100 | $242.5K | 0.06% | +41,100 | New |
| Susquehanna International Group, LLP | 40,377 | $238.2K | 0.00% | −32,674−44.7% | Reduced |
| Sequoia Financial Advisors, LLC | 38,803 | $228.9K | 0.00% | +949+2.5% | Added |
| HBK Sorce Advisory LLC | 38,485 | $227.1K | 0.01% | −1,382−3.5% | Reduced |
| Gould Asset Management LLC | 36,165 | $213.4K | 0.06% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 35,833 | $211.4K | 0.00% | +10,250+40.1% | Added |
| Checchi Capital Advisers, LLC | 34,518 | $203.7K | 0.02% | −660−1.9% | Reduced |
| JustInvest LLC | 32,396 | $191.1K | 0.01% | +4,562+16.4% | Added |
| Old National Bancorp | 30,296 | $178.7K | 0.01% | −25,389−45.6% | Reduced |
| Truist Financial Corp | 27,684 | $163.3K | 0.00% | +5,999+27.7% | Added |
| FMR LLC | 27,403 | $161.7K | 0.00% | +12,401+82.7% | Added |
| Metis Global Partners, LLC | 26,653 | $157.3K | 0.01% | +742+2.9% | Added |
| CI Private Wealth, LLC | 25,797 | $152.2K | 0.00% | −1,055−3.9% | Reduced |
| Commerzbank Aktiengesellschaft | 25,749 | $152.0K | 0.01% | 00.0% | Unchanged |
| Ameraudi Asset Management, Inc. | 25,150 | $148.4K | 0.07% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 24,800 | $146.3K | 0.00% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 23,214 | $137.1K | 0.01% | +9,662+71.3% | Added |
| Stephens Inc | 23,162 | $136.7K | 0.00% | +23,162 | New |
| Baldwin Brothers Inc | 22,745 | $134.4K | 0.01% | −3,234−12.4% | Reduced |
| First Trust Advisors LP | 22,384 | $132.1K | 0.00% | −764−3.3% | Reduced |