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, Q3 2023
Institutional positions in Itau Unibanco Holding S.A. as of Sep 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
- 285
- −2 vs. Q2 2023
- Shares held
- 819.4M
- −3.52M (−0.4%) vs. Q2 2023
- Total value
- $4.40B
- −$451.2M (−9.3%) vs. Q2 2023
- New holders
- 29
- 93 more added
- Sold out
- 31
- 103 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 95,992,864 | $515.5M | 0.77% | +1,613,409+1.7% | Added |
| Goldman Sachs Group Inc | 64,655,085 | $347.2M | 0.09% | +10,631,043+19.7% | Added |
| Westwood Global Investments, LLC | 63,473,083 | $340.9M | 17.94% | +1,746,682+2.8% | Added |
| JPMorgan Chase & Co | 45,604,774 | $244.9M | 0.03% | −2,264,195−4.7% | Reduced |
| Perpetual Ltd | 42,617,658 | $228.9M | 2.36% | −4,184,868−8.9% | Reduced |
| Fisher Asset Management, LLC | 36,413,954 | $195.5M | 0.11% | +16,997,840+87.5% | Added |
| Robeco Institutional Asset Management B.V. | 29,287,970 | $157.3M | 0.42% | −120,479−0.4% | Reduced |
| Franklin Resources Inc | 28,828,050 | $154.8M | 0.08% | −2,102,561−6.8% | Reduced |
| Vanguard Group Inc | 27,021,707 | $145.1M | 0.00% | −488,972−1.8% | Reduced |
| Itau Unibanco Holding S.A. | 23,221,327 | $124.7M | 5.56% | +76,541+0.3% | Added |
| BlackRock Inc. | 23,211,077 | $124.6M | 0.00% | +3,055,177+15.2% | Added |
| Bank of America Corp | 22,027,897 | $118.3M | 0.01% | +4,514,270+25.8% | Added |
| Antipodes Partners Ltd | 20,816,099 | $111.4M | 3.58% | +8,381,232+67.4% | Added |
| Dodge & Cox | 18,228,205 | $97.9M | 0.07% | −278,700−1.5% | Reduced |
| Baillie Gifford & Co | 14,593,580 | $78.4M | 0.07% | −319,147−2.1% | Reduced |
| Ameriprise Financial Inc | 11,499,005 | $61.8M | 0.02% | −2,119,996−15.6% | Reduced |
| State Street Corp | 11,021,095 | $59.8M | 0.00% | −279,706−2.5% | Reduced |
| Ariel Investments, LLC | 10,161,278 | $54.6M | 0.58% | −2,998,704−22.8% | Reduced |
| Macquarie Group Ltd | 9,902,781 | $53.2M | 0.07% | −170,714−1.7% | Reduced |
| Seafarer Capital Partners, LLC | 9,874,000 | $53.0M | 17.03% | 00.0% | Unchanged |
| Harding Loevner LP | 9,671,354 | $51.9M | 0.34% | −2,337,181−19.5% | Reduced |
| William Blair Investment Management, LLC | 9,593,246 | $51.5M | 0.17% | +508,558+5.6% | Added |
| Citigroup Inc | 9,419,024 | $50.6M | 0.07% | +11,237+0.1% | Added |
| GQG Partners LLC | 8,744,810 | $47.0M | 0.11% | −6,151,505−41.3% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 8,413,038 | $45.2M | 0.69% | +227,399+2.8% | Added |
| Northcape Capital Pty Ltd | 8,241,119 | $44.3M | 6.70% | −487,931−5.6% | Reduced |
| Mondrian Investment Partners LTD | 8,161,632 | $43.8M | 0.90% | −3,221,261−28.3% | Reduced |
| Victory Capital Management Inc | 7,087,447 | $38.1M | 0.04% | +629,707+9.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,562,910 | $35.2M | 0.05% | −142,360−2.1% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 5,347,351 | $28.7M | 1.52% | +2,609,243+95.3% | Added |
| Russell Investments Group, Ltd. | 5,346,857 | $28.7M | 0.06% | −2,4550.0% | Reduced |
| Capital World Investors | 5,263,774 | $28.3M | 0.01% | +20,849+0.4% | Added |
| Deutsche Bank AG | 5,020,913 | $27.0M | 0.02% | −284,480−5.4% | Reduced |
| Todd Asset Management LLC | 4,926,029 | $26.5M | 0.63% | −314,369−6.0% | Reduced |
| NS Partners Ltd | 4,842,828 | $26.0M | 1.40% | +321,733+7.1% | Added |
| Gemsstock Limited | 4,690,982 | $25.2M | 11.05% | −9,500−0.2% | Reduced |
| UBS Group AG | 4,393,048 | $23.6M | 0.01% | −142,356−3.1% | Reduced |
| State of New Jersey Common Pension Fund D | 4,228,313 | $22.7M | 0.08% | 00.0% | Unchanged |
| Morgan Stanley | 4,085,664 | $21.9M | 0.00% | −2,751,692−40.2% | Reduced |
| Lazard Asset Management LLC | 4,071,498 | $21.9M | 0.03% | −2,620,027−39.2% | Reduced |
| Renaissance Technologies LLC | 3,556,474 | $19.1M | 0.03% | −1,207,500−25.3% | Reduced |
| Slate Path Capital LP | 3,445,000 | $18.5M | 0.52% | +301,000+9.6% | Added |
| Northern Trust Corp | 3,065,099 | $16.5M | 0.00% | +28,864+1.0% | Added |
| Legal & General Group Plc | 2,885,627 | $15.5M | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 2,884,998 | $15.5M | 0.01% | +97,129+3.5% | Added |
| Capital Research Global Investors | 2,736,337 | $14.7M | 0.00% | +8,031+0.3% | Added |
| USS Investment Management Ltd | 2,525,966 | $13.6M | 0.15% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 2,481,740 | $13.3M | 0.14% | −253,000−9.3% | Reduced |
| HSBC Holdings PLC | 2,260,294 | $12.6M | 0.01% | −5,069,525−69.2% | Reduced |
| Boston Common Asset Management, LLC | 2,290,860 | $12.3M | 0.29% | −182,920−7.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 2,120,539 | $11.4M | 0.01% | +1,653,941+354.5% | Added |
| SEI Investments Co | 1,877,502 | $10.1M | 0.02% | +138,431+8.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,760,747 | $9.53M | 0.02% | −62,549−3.4% | Reduced |
| Caxton Associates LP | 1,772,285 | $9.52M | 1.33% | +908,726+105.2% | Added |
| Natixis Advisors, L.P. | 1,764,956 | $9.48M | 0.03% | +24,140+1.4% | Added |
| Pinebridge Investments, L.P. | 1,759,492 | $9.45M | 0.10% | −99,146−5.3% | Reduced |
| Earnest Partners LLC | 1,489,558 | $8.00M | 0.05% | −16,832−1.1% | Reduced |
| Barings LLC | 1,376,861 | $7.39M | 0.25% | 00.0% | Unchanged |
| Amundi | 1,315,548 | $7.12M | 0.00% | −89,883−6.4% | Reduced |
| Renaissance Group LLC | 1,227,962 | $6.59M | 0.30% | −56,310−4.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 1,205,493 | $6.47M | 0.10% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 1,185,476 | $6.37M | 0.02% | +98,127+9.0% | Added |
| BTG Pactual Global Asset Management Ltd | 1,181,390 | $6.34M | 3.62% | 00.0% | Unchanged |
| Deprince Race & Zollo Inc | 1,087,700 | $5.84M | 0.14% | +266,600+32.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,026,626 | $5.51M | 0.03% | −54,970−5.1% | Reduced |
| Formuepleje A/S | 947,426 | $5.09M | 0.47% | +11,151+1.2% | Added |
| INCA Investments LLC | 928,079 | $4.98M | 2.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 921,994 | $4.95M | 0.01% | +881,617+2,183.5% | Added |
| Geode Capital Management, LLC | 890,915 | $4.78M | 0.00% | +995+0.1% | Added |
| Trillium Asset Management, LLC | 879,986 | $4.73M | 0.14% | −10,163−1.1% | Reduced |
| Cubist Systematic Strategies, LLC | 874,265 | $4.69M | 0.06% | +874,265 | New |
| Oaktree Fund Advisors, LLC | 866,342 | $4.65M | 4.66% | +7,243+0.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 856,178 | $4.58M | 0.01% | +4000.0% | Added |
| Envestnet Asset Management Inc | 812,595 | $4.36M | 0.00% | +182,564+29.0% | Added |
| Northwest & Ethical Investments L.P. | 799,790 | $4.29M | 0.14% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 770,764 | $4.14M | 0.05% | +577,993+299.8% | Added |
| Storebrand Asset Management AS | 747,521 | $4.01M | 0.02% | −60,999−7.5% | Reduced |
| STRS Ohio | 700,000 | $3.76M | 0.02% | 00.0% | Unchanged |
| GMT Capital Corp | 629,100 | $3.38M | 0.13% | +629,100 | New |
| Rhumbline Advisers | 598,930 | $3.22M | 0.00% | +28,846+5.1% | Added |
| Trexquant Investment LP | 574,185 | $3.08M | 0.08% | +574,185 | New |
| Daiwa Securities Group Inc. | 553,347 | $2.97M | 0.02% | −15,000−2.6% | Reduced |
| Crossmark Global Holdings, Inc. | 537,927 | $2.91M | 0.07% | +16,630+3.2% | Added |
| Employees Retirement System of Texas | 534,765 | $2.87M | 0.04% | −89,376−14.3% | Reduced |
| Optiver Holding B.V. | 534,429 | $2.87M | 0.08% | −1,106,778−67.4% | Reduced |
| Liontrust Investment Partners LLP | 503,843 | $2.71M | 0.04% | −135,000−21.1% | Reduced |
| Nordea Investment Management AB | 500,556 | $2.71M | 0.00% | +312,925+166.8% | Added |
| Wells Fargo & Company | 494,761 | $2.66M | 0.00% | −18,241−3.6% | Reduced |
| Barclays PLC | 469,784 | $2.52M | 0.00% | +176,603+60.2% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 454,816 | $2.44M | 2.05% | +41,195+10.0% | Added |
| Abn Amro Investment Solutions | 445,471 | $2.39M | 0.05% | −36,396−7.6% | Reduced |
| Madison Asset Management, LLC | 444,659 | $2.39M | 0.04% | −9,517−2.1% | Reduced |
| Banque Cantonale Vaudoise | 440,000 | $2.37M | 0.12% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 440,000 | $2.35M | 0.01% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 432,855 | $2.33M | 0.03% | +173,483+66.9% | Added |
| Clearbridge Investments, LLC | 426,440 | $2.29M | 0.00% | +4,114+1.0% | Added |
| BNP Paribas Arbitrage, SA | 406,463 | $2.18M | 0.00% | +187,012+85.2% | Added |
| Royal Bank of Canada | 394,557 | $2.12M | 0.00% | +43,828+12.5% | Added |
| VPR Management LLC | 386,597 | $2.08M | 0.55% | 00.0% | Unchanged |
| Calamos Advisors LLC | 368,101 | $1.98M | 0.01% | −20,832−5.4% | Reduced |