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 |
|---|---|---|---|---|---|
| Cable Hill Partners, LLC | 28,314 | $152.0K | 0.02% | +28,314 | New |
| Moreno Evelyn V | 28,676 | $154.0K | 0.03% | +28,676 | New |
| Eqis Capital Management, Inc. | 31,053 | $166.8K | 0.02% | −25,664−45.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 32,409 | $174.0K | 0.00% | +32,409 | New |
| Checchi Capital Advisers, LLC | 34,518 | $185.4K | 0.02% | 00.0% | Unchanged |
| Gould Asset Management LLC | 36,165 | $194.2K | 0.05% | 00.0% | Unchanged |
| JustInvest LLC | 36,645 | $196.8K | 0.01% | +4,249+13.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 36,764 | $197.5K | 0.00% | +36,764 | New |
| Prelude Capital Management, LLC | 36,819 | $197.7K | 0.02% | −40,928−52.6% | Reduced |
| Walleye Trading LLC | 38,583 | $207.2K | 0.00% | +38,583 | New |
| Sequoia Financial Advisors, LLC | 38,805 | $208.4K | 0.00% | +20.0% | Added |
| HBK Sorce Advisory LLC | 38,898 | $208.9K | 0.01% | +413+1.1% | Added |
| Guggenheim Capital LLC | 39,085 | $209.9K | 0.00% | −46,360−54.3% | Reduced |
| Truist Financial Corp | 42,314 | $227.2K | 0.00% | +14,630+52.8% | Added |
| Banco Santander, S.A. | 44,065 | $236.6K | 0.00% | −1,186−2.6% | Reduced |
| Marietta Investment Partners LLC | 44,382 | $238.3K | 0.07% | +3,282+8.0% | Added |
| Rock Creek Group, LP | 44,406 | $238.5K | 0.03% | −3,270−6.9% | Reduced |
| Financial Counselors Inc | 44,886 | $241.0K | 0.00% | −1,857−4.0% | Reduced |
| Centiva Capital, LP | 46,366 | $249.0K | 0.01% | +46,366 | New |
| Atlas Capital Advisors LLC | 46,788 | $251.3K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 44,015 | $260.0K | 0.00% | +35,990+448.5% | Added |
| Commerzbank Aktiengesellschaft | 50,866 | $274.0K | 0.01% | +25,117+97.5% | Added |
| Cerity Partners LLC | 51,574 | $277.0K | 0.00% | −838−1.6% | Reduced |
| QRG Capital Management, Inc. | 52,015 | $279.4K | 0.00% | +52,015 | New |
| Engineers Gate Manager LP | 52,900 | $284.1K | 0.01% | +31,027+141.9% | Added |
| Advisors Asset Management, Inc. | 53,071 | $285.0K | 0.01% | +2,654+5.3% | Added |
| Deuterium Capital Management, LLC | 53,969 | $286.0K | 0.69% | −253,497−82.4% | Reduced |
| Wealth Alliance | 53,447 | $287.0K | 0.05% | −4,183−7.3% | Reduced |
| Qube Research & Technologies Ltd | 53,800 | $288.9K | 0.00% | −484,340−90.0% | Reduced |
| Vident Advisory, LLC | 54,911 | $294.9K | 0.01% | +54,911 | New |
| Graham Capital Management, L.P. | 57,274 | $307.6K | 0.01% | +57,274 | New |
| Insigneo Advisory Services, LLC | 65,231 | $350.8K | 0.07% | −43−0.1% | Reduced |
| Leonteq Securities AG | 66,940 | $359.5K | 0.04% | −21,745−24.5% | Reduced |
| Advisor Group Holdings, Inc. | 68,649 | $368.6K | 0.00% | +1,069+1.6% | Added |
| Baldwin Investment Management, LLC | 69,712 | $374.4K | 0.06% | 00.0% | Unchanged |
| London & Capital Asset Management Ltd | 75,000 | $402.8K | 0.04% | 00.0% | Unchanged |
| Axq Capital, LP | 76,200 | $409.2K | 0.14% | +22,500+41.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 77,000 | $413.5K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 78,077 | $419.0K | 0.02% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 78,221 | $420.0K | 0.01% | −2,770−3.4% | Reduced |
| Whittier Trust Co | 79,235 | $425.5K | 0.01% | +17,386+28.1% | Added |
| Pathstone Family Office, LLC | 79,880 | $429.2K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 80,939 | $434.6K | 0.00% | −39,613−32.9% | Reduced |
| Two Sigma Investments, LP | 86,600 | $465.0K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 86,887 | $466.6K | 0.00% | −81,256−48.3% | Reduced |
| Mariner, LLC | 88,139 | $473.3K | 0.00% | +9,541+12.1% | Added |
| Veriti Management LLC | 90,112 | $483.9K | 0.06% | +298+0.3% | Added |
| Legacy Wealth Asset Management, LLC | 92,467 | $496.5K | 0.18% | −13,462−12.7% | Reduced |
| Advisor Partners II, LLC | 95,837 | $514.6K | 0.02% | +1,044+1.1% | Added |
| Solstein Capital, LLC | 97,100 | $521.4K | 0.45% | +29,700+44.1% | Added |
| Diversified Trust Co | 101,416 | $544.6K | 0.02% | −614−0.6% | Reduced |
| US Bancorp | 103,577 | $556.2K | 0.00% | −9,371−8.3% | Reduced |
| The PNC Financial Services Group, Inc. | 108,144 | $580.7K | 0.00% | +72,311+201.8% | Added |
| Pekin Hardy Strauss, Inc. | 115,995 | $623.5K | 0.10% | +5,495+5.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 119,850 | $643.6K | 0.00% | −1,646,711−93.2% | Reduced |
| Ethic Inc. | 124,777 | $670.1K | 0.02% | +40,569+48.2% | Added |
| Qtron Investments LLC | 133,539 | $717.1K | 0.14% | −26,708−16.7% | Reduced |
| Fifth Third Bancorp | 134,042 | $719.8K | 0.00% | −26,563−16.5% | Reduced |
| Dimensional Fund Advisors LP | 135,308 | $726.6K | 0.00% | +1,881+1.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 137,915 | $740.6K | 0.00% | −2,617−1.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 145,784 | $782.9K | 0.01% | +10,170+7.5% | Added |
| Channing Global Advisors, LLC | 146,379 | $786.1K | 0.77% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 165,563 | $889.0K | 0.02% | 00.0% | Unchanged |
| Millennium Management LLC | 172,742 | $927.6K | 0.00% | +80,201+86.7% | Added |
| Euro Pacific Asset Management, LLC | 174,163 | $940.0K | 0.22% | −3,147−1.8% | Reduced |
| Brandywine Global Investment Management, LLC | 182,579 | $980.4K | 0.01% | +10,300+6.0% | Added |
| AXA S.A. | 186,522 | $1.00M | 0.00% | −435,000−70.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 187,773 | $1.01M | 0.12% | −66,437−26.1% | Reduced |
| UBS Asset Management Americas Inc | 196,840 | $1.06M | 0.00% | −6,200−3.1% | Reduced |
| Invesco Ltd. | 201,553 | $1.08M | 0.00% | −5,762−2.8% | Reduced |
| Profund Advisors LLC | 202,901 | $1.09M | 0.06% | −20,571−9.2% | Reduced |
| Quantbot Technologies LP | 205,142 | $1.10M | 0.07% | +205,142 | New |
| Deltec Asset Management LLC | 216,292 | $1.16M | 0.26% | +66,500+44.4% | Added |
| Cloverfields Capital Group, LP | 218,062 | $1.17M | 0.53% | 00.0% | Unchanged |
| LPL Financial LLC | 227,114 | $1.22M | 0.00% | +6,194+2.8% | Added |
| Longfellow Investment Management Co LLC | 239,175 | $1.28M | 0.34% | 00.0% | Unchanged |
| Quattro Financial Advisors LLC | 250,000 | $1.34M | 0.58% | +50,000+25.0% | Added |
| Pzena Investment Management LLC | 270,062 | $1.45M | 0.01% | −14,975−5.3% | Reduced |
| Baker Avenue Asset Management, LP | 278,454 | $1.50M | 0.07% | +11,037+4.1% | Added |
| Eagle Global Advisors LLC | 284,000 | $1.53M | 0.10% | 00.0% | Unchanged |
| Jane Street Group, LLC | 291,715 | $1.56M | 0.00% | −3,795,162−92.9% | Reduced |
| AQR Capital Management LLC | 301,678 | $1.62M | 0.00% | −24,352−7.5% | Reduced |
| Raymond James & Associates | 319,073 | $1.71M | 0.00% | −4,534−1.4% | Reduced |
| Credit Suisse AG | 347,184 | $1.87M | 0.00% | +288,162+488.2% | Added |
| Thrivent Financial for Lutherans | 365,118 | $1.96M | 0.00% | −1,590−0.4% | Reduced |
| Calamos Advisors LLC | 368,101 | $1.98M | 0.01% | −20,832−5.4% | Reduced |
| VPR Management LLC | 386,597 | $2.08M | 0.55% | 00.0% | Unchanged |
| Royal Bank of Canada | 394,557 | $2.12M | 0.00% | +43,828+12.5% | Added |
| BNP Paribas Arbitrage, SA | 406,463 | $2.18M | 0.00% | +187,012+85.2% | Added |
| Clearbridge Investments, LLC | 426,440 | $2.29M | 0.00% | +4,114+1.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 432,855 | $2.33M | 0.03% | +173,483+66.9% | Added |
| DekaBank Deutsche Girozentrale | 440,000 | $2.35M | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 440,000 | $2.37M | 0.12% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 444,659 | $2.39M | 0.04% | −9,517−2.1% | Reduced |
| Abn Amro Investment Solutions | 445,471 | $2.39M | 0.05% | −36,396−7.6% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 454,816 | $2.44M | 2.05% | +41,195+10.0% | Added |
| Barclays PLC | 469,784 | $2.52M | 0.00% | +176,603+60.2% | Added |
| Wells Fargo & Company | 494,761 | $2.66M | 0.00% | −18,241−3.6% | Reduced |
| Nordea Investment Management AB | 500,556 | $2.71M | 0.00% | +312,925+166.8% | Added |
| Liontrust Investment Partners LLP | 503,843 | $2.71M | 0.04% | −135,000−21.1% | Reduced |