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 |
|---|---|---|---|---|---|
| Optiver Holding B.V. | 534,429 | $2.87M | 0.08% | −1,106,778−67.4% | Reduced |
| Employees Retirement System of Texas | 534,765 | $2.87M | 0.04% | −89,376−14.3% | Reduced |
| Crossmark Global Holdings, Inc. | 537,927 | $2.91M | 0.07% | +16,630+3.2% | Added |
| Daiwa Securities Group Inc. | 553,347 | $2.97M | 0.02% | −15,000−2.6% | Reduced |
| Trexquant Investment LP | 574,185 | $3.08M | 0.08% | +574,185 | New |
| Rhumbline Advisers | 598,930 | $3.22M | 0.00% | +28,846+5.1% | Added |
| GMT Capital Corp | 629,100 | $3.38M | 0.13% | +629,100 | New |
| STRS Ohio | 700,000 | $3.76M | 0.02% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 747,521 | $4.01M | 0.02% | −60,999−7.5% | Reduced |
| Cullen Capital Management LLC | 770,764 | $4.14M | 0.05% | +577,993+299.8% | Added |
| Northwest & Ethical Investments L.P. | 799,790 | $4.29M | 0.14% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 812,595 | $4.36M | 0.00% | +182,564+29.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 856,178 | $4.58M | 0.01% | +4000.0% | Added |
| Oaktree Fund Advisors, LLC | 866,342 | $4.65M | 4.66% | +7,243+0.8% | Added |
| Cubist Systematic Strategies, LLC | 874,265 | $4.69M | 0.06% | +874,265 | New |
| Trillium Asset Management, LLC | 879,986 | $4.73M | 0.14% | −10,163−1.1% | Reduced |
| Geode Capital Management, LLC | 890,915 | $4.78M | 0.00% | +995+0.1% | Added |
| Susquehanna International Group, LLP | 921,994 | $4.95M | 0.01% | +881,617+2,183.5% | Added |
| INCA Investments LLC | 928,079 | $4.98M | 2.00% | 00.0% | Unchanged |
| Formuepleje A/S | 947,426 | $5.09M | 0.47% | +11,151+1.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,026,626 | $5.51M | 0.03% | −54,970−5.1% | Reduced |
| Deprince Race & Zollo Inc | 1,087,700 | $5.84M | 0.14% | +266,600+32.5% | Added |
| BTG Pactual Global Asset Management Ltd | 1,181,390 | $6.34M | 3.62% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 1,185,476 | $6.37M | 0.02% | +98,127+9.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 1,205,493 | $6.47M | 0.10% | 00.0% | Unchanged |
| Renaissance Group LLC | 1,227,962 | $6.59M | 0.30% | −56,310−4.4% | Reduced |
| Amundi | 1,315,548 | $7.12M | 0.00% | −89,883−6.4% | Reduced |
| Barings LLC | 1,376,861 | $7.39M | 0.25% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,489,558 | $8.00M | 0.05% | −16,832−1.1% | Reduced |
| Pinebridge Investments, L.P. | 1,759,492 | $9.45M | 0.10% | −99,146−5.3% | Reduced |
| Natixis Advisors, L.P. | 1,764,956 | $9.48M | 0.03% | +24,140+1.4% | Added |
| Caxton Associates LP | 1,772,285 | $9.52M | 1.33% | +908,726+105.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,760,747 | $9.53M | 0.02% | −62,549−3.4% | Reduced |
| SEI Investments Co | 1,877,502 | $10.1M | 0.02% | +138,431+8.0% | Added |
| Arrowstreet Capital, Limited Partnership | 2,120,539 | $11.4M | 0.01% | +1,653,941+354.5% | Added |
| Boston Common Asset Management, LLC | 2,290,860 | $12.3M | 0.29% | −182,920−7.4% | Reduced |
| HSBC Holdings PLC | 2,260,294 | $12.6M | 0.01% | −5,069,525−69.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,481,740 | $13.3M | 0.14% | −253,000−9.3% | Reduced |
| USS Investment Management Ltd | 2,525,966 | $13.6M | 0.15% | 00.0% | Unchanged |
| Capital Research Global Investors | 2,736,337 | $14.7M | 0.00% | +8,031+0.3% | Added |
| American Century Companies Inc | 2,884,998 | $15.5M | 0.01% | +97,129+3.5% | Added |
| Legal & General Group Plc | 2,885,627 | $15.5M | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 3,065,099 | $16.5M | 0.00% | +28,864+1.0% | Added |
| Slate Path Capital LP | 3,445,000 | $18.5M | 0.52% | +301,000+9.6% | Added |
| Renaissance Technologies LLC | 3,556,474 | $19.1M | 0.03% | −1,207,500−25.3% | Reduced |
| Lazard Asset Management LLC | 4,071,498 | $21.9M | 0.03% | −2,620,027−39.2% | Reduced |
| Morgan Stanley | 4,085,664 | $21.9M | 0.00% | −2,751,692−40.2% | Reduced |
| State of New Jersey Common Pension Fund D | 4,228,313 | $22.7M | 0.08% | 00.0% | Unchanged |
| UBS Group AG | 4,393,048 | $23.6M | 0.01% | −142,356−3.1% | Reduced |
| Gemsstock Limited | 4,690,982 | $25.2M | 11.05% | −9,500−0.2% | Reduced |
| NS Partners Ltd | 4,842,828 | $26.0M | 1.40% | +321,733+7.1% | Added |
| Todd Asset Management LLC | 4,926,029 | $26.5M | 0.63% | −314,369−6.0% | Reduced |
| Deutsche Bank AG | 5,020,913 | $27.0M | 0.02% | −284,480−5.4% | Reduced |
| Capital World Investors | 5,263,774 | $28.3M | 0.01% | +20,849+0.4% | Added |
| Russell Investments Group, Ltd. | 5,346,857 | $28.7M | 0.06% | −2,4550.0% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 5,347,351 | $28.7M | 1.52% | +2,609,243+95.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,562,910 | $35.2M | 0.05% | −142,360−2.1% | Reduced |
| Victory Capital Management Inc | 7,087,447 | $38.1M | 0.04% | +629,707+9.8% | Added |
| Mondrian Investment Partners LTD | 8,161,632 | $43.8M | 0.90% | −3,221,261−28.3% | Reduced |
| Northcape Capital Pty Ltd | 8,241,119 | $44.3M | 6.70% | −487,931−5.6% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 8,413,038 | $45.2M | 0.69% | +227,399+2.8% | Added |
| GQG Partners LLC | 8,744,810 | $47.0M | 0.11% | −6,151,505−41.3% | Reduced |
| Citigroup Inc | 9,419,024 | $50.6M | 0.07% | +11,237+0.1% | Added |
| William Blair Investment Management, LLC | 9,593,246 | $51.5M | 0.17% | +508,558+5.6% | Added |
| Harding Loevner LP | 9,671,354 | $51.9M | 0.34% | −2,337,181−19.5% | Reduced |
| Seafarer Capital Partners, LLC | 9,874,000 | $53.0M | 17.03% | 00.0% | Unchanged |
| Macquarie Group Ltd | 9,902,781 | $53.2M | 0.07% | −170,714−1.7% | Reduced |
| Ariel Investments, LLC | 10,161,278 | $54.6M | 0.58% | −2,998,704−22.8% | Reduced |
| State Street Corp | 11,021,095 | $59.8M | 0.00% | −279,706−2.5% | Reduced |
| Ameriprise Financial Inc | 11,499,005 | $61.8M | 0.02% | −2,119,996−15.6% | Reduced |
| Baillie Gifford & Co | 14,593,580 | $78.4M | 0.07% | −319,147−2.1% | Reduced |
| Dodge & Cox | 18,228,205 | $97.9M | 0.07% | −278,700−1.5% | Reduced |
| Antipodes Partners Ltd | 20,816,099 | $111.4M | 3.58% | +8,381,232+67.4% | Added |
| Bank of America Corp | 22,027,897 | $118.3M | 0.01% | +4,514,270+25.8% | Added |
| BlackRock Inc. | 23,211,077 | $124.6M | 0.00% | +3,055,177+15.2% | Added |
| Itau Unibanco Holding S.A. | 23,221,327 | $124.7M | 5.56% | +76,541+0.3% | Added |
| Vanguard Group Inc | 27,021,707 | $145.1M | 0.00% | −488,972−1.8% | Reduced |
| Franklin Resources Inc | 28,828,050 | $154.8M | 0.08% | −2,102,561−6.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 29,287,970 | $157.3M | 0.42% | −120,479−0.4% | Reduced |
| Fisher Asset Management, LLC | 36,413,954 | $195.5M | 0.11% | +16,997,840+87.5% | Added |
| Perpetual Ltd | 42,617,658 | $228.9M | 2.36% | −4,184,868−8.9% | Reduced |
| JPMorgan Chase & Co | 45,604,774 | $244.9M | 0.03% | −2,264,195−4.7% | Reduced |
| Westwood Global Investments, LLC | 63,473,083 | $340.9M | 17.94% | +1,746,682+2.8% | Added |
| Goldman Sachs Group Inc | 64,655,085 | $347.2M | 0.09% | +10,631,043+19.7% | Added |
| Schroder Investment Management Group | 95,992,864 | $515.5M | 0.77% | +1,613,409+1.7% | Added |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Orbis Allan Gray Ltd | 0 | $0 | 0.00% | −9,832,127−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −2,255,543−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −837,111−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −389,503−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −298,900−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −203,548−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −169,112−100.0% | Sold out |
| Glovista Investments LLC | 0 | $0 | 0.00% | −145,516−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −120,348−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −87,169−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −80,600−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −60,937−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −56,429−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −55,800−100.0% | Sold out |