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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 365,118 | $1.96M | 0.00% | −1,590−0.4% | Reduced |
| Credit Suisse AG | 347,184 | $1.87M | 0.00% | +288,162+488.2% | Added |
| Raymond James & Associates | 319,073 | $1.71M | 0.00% | −4,534−1.4% | Reduced |
| AQR Capital Management LLC | 301,678 | $1.62M | 0.00% | −24,352−7.5% | Reduced |
| Jane Street Group, LLC | 291,715 | $1.56M | 0.00% | −3,795,162−92.9% | Reduced |
| Eagle Global Advisors LLC | 284,000 | $1.53M | 0.10% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 278,454 | $1.50M | 0.07% | +11,037+4.1% | Added |
| Pzena Investment Management LLC | 270,062 | $1.45M | 0.01% | −14,975−5.3% | Reduced |
| Quattro Financial Advisors LLC | 250,000 | $1.34M | 0.58% | +50,000+25.0% | Added |
| Longfellow Investment Management Co LLC | 239,175 | $1.28M | 0.34% | 00.0% | Unchanged |
| LPL Financial LLC | 227,114 | $1.22M | 0.00% | +6,194+2.8% | Added |
| Cloverfields Capital Group, LP | 218,062 | $1.17M | 0.53% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 216,292 | $1.16M | 0.26% | +66,500+44.4% | Added |
| Quantbot Technologies LP | 205,142 | $1.10M | 0.07% | +205,142 | New |
| Profund Advisors LLC | 202,901 | $1.09M | 0.06% | −20,571−9.2% | Reduced |
| Invesco Ltd. | 201,553 | $1.08M | 0.00% | −5,762−2.8% | Reduced |
| UBS Asset Management Americas Inc | 196,840 | $1.06M | 0.00% | −6,200−3.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 187,773 | $1.01M | 0.12% | −66,437−26.1% | Reduced |
| AXA S.A. | 186,522 | $1.00M | 0.00% | −435,000−70.0% | Reduced |
| Brandywine Global Investment Management, LLC | 182,579 | $980.4K | 0.01% | +10,300+6.0% | Added |
| Euro Pacific Asset Management, LLC | 174,163 | $940.0K | 0.22% | −3,147−1.8% | Reduced |
| Millennium Management LLC | 172,742 | $927.6K | 0.00% | +80,201+86.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 165,563 | $889.0K | 0.02% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 146,379 | $786.1K | 0.77% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 145,784 | $782.9K | 0.01% | +10,170+7.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 137,915 | $740.6K | 0.00% | −2,617−1.9% | Reduced |
| Dimensional Fund Advisors LP | 135,308 | $726.6K | 0.00% | +1,881+1.4% | Added |
| Fifth Third Bancorp | 134,042 | $719.8K | 0.00% | −26,563−16.5% | Reduced |
| Qtron Investments LLC | 133,539 | $717.1K | 0.14% | −26,708−16.7% | Reduced |
| Ethic Inc. | 124,777 | $670.1K | 0.02% | +40,569+48.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 119,850 | $643.6K | 0.00% | −1,646,711−93.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 115,995 | $623.5K | 0.10% | +5,495+5.0% | Added |
| The PNC Financial Services Group, Inc. | 108,144 | $580.7K | 0.00% | +72,311+201.8% | Added |
| US Bancorp | 103,577 | $556.2K | 0.00% | −9,371−8.3% | Reduced |
| Diversified Trust Co | 101,416 | $544.6K | 0.02% | −614−0.6% | Reduced |
| Solstein Capital, LLC | 97,100 | $521.4K | 0.45% | +29,700+44.1% | Added |
| Advisor Partners II, LLC | 95,837 | $514.6K | 0.02% | +1,044+1.1% | Added |
| Legacy Wealth Asset Management, LLC | 92,467 | $496.5K | 0.18% | −13,462−12.7% | Reduced |
| Veriti Management LLC | 90,112 | $483.9K | 0.06% | +298+0.3% | Added |
| Mariner, LLC | 88,139 | $473.3K | 0.00% | +9,541+12.1% | Added |
| Bank of New York Mellon Corp | 86,887 | $466.6K | 0.00% | −81,256−48.3% | Reduced |
| Two Sigma Investments, LP | 86,600 | $465.0K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 80,939 | $434.6K | 0.00% | −39,613−32.9% | Reduced |
| Pathstone Family Office, LLC | 79,880 | $429.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 79,235 | $425.5K | 0.01% | +17,386+28.1% | Added |
| Yousif Capital Management, LLC | 78,221 | $420.0K | 0.01% | −2,770−3.4% | Reduced |
| Symmetry Partners, LLC | 78,077 | $419.0K | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 77,000 | $413.5K | 0.01% | 00.0% | Unchanged |
| Axq Capital, LP | 76,200 | $409.2K | 0.14% | +22,500+41.9% | Added |
| London & Capital Asset Management Ltd | 75,000 | $402.8K | 0.04% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 69,712 | $374.4K | 0.06% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 68,649 | $368.6K | 0.00% | +1,069+1.6% | Added |
| Leonteq Securities AG | 66,940 | $359.5K | 0.04% | −21,745−24.5% | Reduced |
| Insigneo Advisory Services, LLC | 65,231 | $350.8K | 0.07% | −43−0.1% | Reduced |
| Graham Capital Management, L.P. | 57,274 | $307.6K | 0.01% | +57,274 | New |
| Vident Advisory, LLC | 54,911 | $294.9K | 0.01% | +54,911 | New |
| Qube Research & Technologies Ltd | 53,800 | $288.9K | 0.00% | −484,340−90.0% | Reduced |
| Wealth Alliance | 53,447 | $287.0K | 0.05% | −4,183−7.3% | Reduced |
| Deuterium Capital Management, LLC | 53,969 | $286.0K | 0.69% | −253,497−82.4% | Reduced |
| Advisors Asset Management, Inc. | 53,071 | $285.0K | 0.01% | +2,654+5.3% | Added |
| Engineers Gate Manager LP | 52,900 | $284.1K | 0.01% | +31,027+141.9% | Added |
| QRG Capital Management, Inc. | 52,015 | $279.4K | 0.00% | +52,015 | New |
| Cerity Partners LLC | 51,574 | $277.0K | 0.00% | −838−1.6% | Reduced |
| Commerzbank Aktiengesellschaft | 50,866 | $274.0K | 0.01% | +25,117+97.5% | Added |
| Ronald Blue Trust, Inc. | 44,015 | $260.0K | 0.00% | +35,990+448.5% | Added |
| Atlas Capital Advisors LLC | 46,788 | $251.3K | 0.04% | 00.0% | Unchanged |
| Centiva Capital, LP | 46,366 | $249.0K | 0.01% | +46,366 | New |
| Financial Counselors Inc | 44,886 | $241.0K | 0.00% | −1,857−4.0% | Reduced |
| Rock Creek Group, LP | 44,406 | $238.5K | 0.03% | −3,270−6.9% | Reduced |
| Marietta Investment Partners LLC | 44,382 | $238.3K | 0.07% | +3,282+8.0% | Added |
| Banco Santander, S.A. | 44,065 | $236.6K | 0.00% | −1,186−2.6% | Reduced |
| Truist Financial Corp | 42,314 | $227.2K | 0.00% | +14,630+52.8% | Added |
| Guggenheim Capital LLC | 39,085 | $209.9K | 0.00% | −46,360−54.3% | Reduced |
| HBK Sorce Advisory LLC | 38,898 | $208.9K | 0.01% | +413+1.1% | Added |
| Sequoia Financial Advisors, LLC | 38,805 | $208.4K | 0.00% | +20.0% | Added |
| Walleye Trading LLC | 38,583 | $207.2K | 0.00% | +38,583 | New |
| Prelude Capital Management, LLC | 36,819 | $197.7K | 0.02% | −40,928−52.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 36,764 | $197.5K | 0.00% | +36,764 | New |
| JustInvest LLC | 36,645 | $196.8K | 0.01% | +4,249+13.1% | Added |
| Gould Asset Management LLC | 36,165 | $194.2K | 0.05% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 34,518 | $185.4K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 32,409 | $174.0K | 0.00% | +32,409 | New |
| Eqis Capital Management, Inc. | 31,053 | $166.8K | 0.02% | −25,664−45.2% | Reduced |
| Moreno Evelyn V | 28,676 | $154.0K | 0.03% | +28,676 | New |
| Cable Hill Partners, LLC | 28,314 | $152.0K | 0.02% | +28,314 | New |
| CI Private Wealth, LLC | 28,614 | $151.4K | 0.00% | +2,817+10.9% | Added |
| Mackenzie Financial Corp | 28,861 | $148.3K | 0.00% | +10,300+55.5% | Added |
| Sompo Asset Management Co., Ltd. | 27,590 | $148.2K | 0.03% | −21,340−43.6% | Reduced |
| Old National Bancorp | 27,290 | $146.5K | 0.00% | −3,006−9.9% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 26,771 | $143.8K | 0.09% | −23,285−46.5% | Reduced |
| Capital Markets Trading UK LLP | 26,600 | $143.0K | 0.12% | +26,600 | New |
| Metis Global Partners, LLC | 26,469 | $142.1K | 0.01% | −184−0.7% | Reduced |
| SG Americas Securities, LLC | 25,636 | $138.0K | 0.00% | +25,636 | New |
| Ameraudi Asset Management, Inc. | 25,150 | $135.1K | 0.06% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 24,800 | $133.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 24,428 | $131.2K | 0.00% | +10,483+75.2% | Added |
| Stephens Inc | 23,323 | $125.2K | 0.00% | +161+0.7% | Added |
| Baldwin Brothers Inc | 22,745 | $122.3K | 0.01% | 00.0% | Unchanged |
| Marex Group plc | 22,638 | $121.6K | 0.02% | +6,880+43.7% | Added |
| GTS Securities LLC | 22,426 | $120.4K | 0.00% | +10,644+90.3% | Added |