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 |
|---|---|---|---|---|---|
| Alterna Wealth Management, Inc | 0 | $0 | 0.00% | −45,798−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −22,384−100.0% | Sold out |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −21,573−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −19,810−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −19,709−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −13,524−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −11,966−100.0% | Sold out |
| DGS Capital Management, LLC | 0 | $0 | 0.00% | −10,805−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −10,647−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −10,545−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −8,132−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −1,470−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −298−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −407−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −314−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Sabadell Asset Management, S.A S.G.I.I.C | – | – | – | – | Not filed |
| Tiaa, FSB | – | – | – | – | Not filed |