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, Q4 2023
Institutional positions in Itau Unibanco Holding S.A. as of Dec 31, 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
- 315
- +33 vs. Q3 2023
- Shares held
- 840.0M
- +20.8M (+2.5%) vs. Q3 2023
- Total value
- $5.83B
- +$1.43B (+32.5%) vs. Q3 2023
- New holders
- 54
- 114 more added
- Sold out
- 21
- 89 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 88,302,063 | $613.7M | 0.80% | −7,690,801−8.0% | Reduced |
| Westwood Global Investments, LLC | 63,043,856 | $438.2M | 19.42% | −429,227−0.7% | Reduced |
| JPMorgan Chase & Co | 60,896,093 | $423.2M | 0.04% | +15,291,319+33.5% | Added |
| Goldman Sachs Group Inc | 53,196,510 | $369.7M | 0.08% | −11,458,575−17.7% | Reduced |
| Fisher Asset Management, LLC | 52,322,490 | $363.6M | 0.19% | +15,908,536+43.7% | Added |
| Perpetual Ltd | 42,563,305 | $295.8M | 3.05% | −54,353−0.1% | Reduced |
| Itau Unibanco Holding S.A. | 30,660,827 | $204.7M | 6.74% | +7,439,500+32.0% | Added |
| Robeco Institutional Asset Management B.V. | 29,244,037 | $203.2M | 0.49% | −43,933−0.2% | Reduced |
| Franklin Resources Inc | 27,611,252 | $191.9M | 0.09% | −1,216,798−4.2% | Reduced |
| Vanguard Group Inc | 26,371,808 | $183.3M | 0.00% | −649,899−2.4% | Reduced |
| BlackRock Inc. | 24,813,205 | $172.5M | 0.00% | +1,602,128+6.9% | Added |
| Antipodes Partners Ltd | 17,655,220 | $122.7M | 3.83% | −3,160,879−15.2% | Reduced |
| Dodge & Cox | 15,910,905 | $110.6M | 0.07% | −2,317,300−12.7% | Reduced |
| Baillie Gifford & Co | 15,034,066 | $104.5M | 0.08% | +440,486+3.0% | Added |
| Carmignac Gestion | 13,330,087 | $92.6M | 1.56% | +13,330,087 | New |
| State Street Corp | 12,048,054 | $85.0M | 0.00% | +1,026,959+9.3% | Added |
| William Blair Investment Management, LLC | 11,320,342 | $78.6M | 0.23% | +1,727,096+18.0% | Added |
| Citigroup Inc | 10,443,684 | $72.6M | 0.10% | +1,024,660+10.9% | Added |
| Seafarer Capital Partners, LLC | 10,174,000 | $70.7M | 19.10% | +300,000+3.0% | Added |
| Ameriprise Financial Inc | 10,150,918 | $70.6M | 0.02% | −1,348,087−11.7% | Reduced |
| Macquarie Group Ltd | 9,939,081 | $69.1M | 0.08% | +36,300+0.4% | Added |
| Arrowstreet Capital, Limited Partnership | 9,398,576 | $65.3M | 0.07% | +7,278,037+343.2% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 9,174,072 | $63.8M | 1.00% | +761,034+9.0% | Added |
| Northcape Capital Pty Ltd | 8,954,549 | $62.2M | 7.37% | +713,430+8.7% | Added |
| Harding Loevner LP | 8,670,128 | $60.3M | 0.34% | −1,001,226−10.4% | Reduced |
| Morgan Stanley | 8,598,377 | $59.8M | 0.01% | +4,512,713+110.5% | Added |
| Victory Capital Management Inc | 7,015,628 | $48.8M | 0.05% | −71,819−1.0% | Reduced |
| Mondrian Investment Partners LTD | 5,489,519 | $38.2M | 0.60% | −2,672,113−32.7% | Reduced |
| Russell Investments Group, Ltd. | 5,286,762 | $36.7M | 0.07% | −60,095−1.1% | Reduced |
| Capital World Investors | 5,263,774 | $36.6M | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 4,953,074 | $34.4M | 0.05% | +1,396,600+39.3% | Added |
| Todd Asset Management LLC | 4,828,111 | $33.6M | 0.74% | −97,918−2.0% | Reduced |
| Bank of America Corp | 4,783,905 | $33.2M | 0.00% | −17,243,992−78.3% | Reduced |
| UBS Group AG | 4,783,869 | $33.2M | 0.01% | +390,821+8.9% | Added |
| GMT Capital Corp | 4,718,200 | $32.8M | 1.23% | +4,089,100+650.0% | Added |
| State of New Jersey Common Pension Fund D | 4,435,144 | $30.8M | 0.10% | +206,831+4.9% | Added |
| NS Partners Ltd | 4,207,128 | $29.2M | 1.42% | −635,700−13.1% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 4,023,097 | $28.0M | 2.17% | −1,324,254−24.8% | Reduced |
| Lazard Asset Management LLC | 3,968,065 | $27.6M | 0.03% | −103,433−2.5% | Reduced |
| Marshall Wace, LLP | 3,795,537 | $26.4M | 0.05% | +3,795,537 | New |
| Discovery Capital Management, LLC | 3,558,200 | $24.7M | 3.74% | +3,558,200 | New |
| Slate Path Capital LP | 3,445,000 | $23.9M | 0.53% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,420,052 | $23.8M | 0.03% | +3,420,052 | New |
| Wellington Management Group LLP | 3,420,052 | $23.8M | 0.00% | +3,420,052 | New |
| GQG Partners LLC | 3,365,122 | $23.4M | 0.05% | −5,379,688−61.5% | Reduced |
| Vinland Capital Management Gestora de Recursos LTDA. | 3,238,750 | $22.8M | 5.93% | +3,238,750 | New |
| Northern Trust Corp | 3,261,669 | $22.7M | 0.00% | +196,570+6.4% | Added |
| American Century Companies Inc | 3,062,855 | $21.3M | 0.01% | +177,857+6.2% | Added |
| Breakout Capital Partners, LP | 2,889,659 | $20.1M | 14.74% | +2,889,659 | New |
| Legal & General Group Plc | 2,727,774 | $18.9M | 0.01% | −157,853−5.5% | Reduced |
| Capital Research Global Investors | 2,722,345 | $18.9M | 0.00% | −13,992−0.5% | Reduced |
| SEI Investments Co | 2,677,212 | $18.6M | 0.03% | +799,710+42.6% | Added |
| USS Investment Management Ltd | 2,525,966 | $17.5M | 0.16% | 00.0% | Unchanged |
| Gemsstock Limited | 2,446,382 | $17.0M | 6.31% | −2,244,600−47.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,413,240 | $16.8M | 0.16% | −68,500−2.8% | Reduced |
| Boston Common Asset Management, LLC | 2,188,930 | $15.2M | 0.35% | −101,930−4.4% | Reduced |
| Pinebridge Investments, L.P. | 2,082,557 | $14.5M | 0.13% | +323,065+18.4% | Added |
| HSBC Holdings PLC | 1,880,863 | $14.3M | 0.01% | −379,431−16.8% | Reduced |
| Natixis Advisors, L.P. | 1,913,360 | $13.3M | 0.04% | +148,404+8.4% | Added |
| Earnest Partners LLC | 1,475,579 | $10.3M | 0.05% | −13,979−0.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,603,512 | $9.97M | 0.02% | −157,235−8.9% | Reduced |
| Barings LLC | 1,376,861 | $9.57M | 0.30% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 1,289,723 | $8.96M | 0.02% | +104,247+8.8% | Added |
| Amundi | 1,320,130 | $8.92M | 0.00% | +4,582+0.3% | Added |
| Renaissance Group LLC | 1,201,487 | $8.34M | 0.35% | −26,475−2.2% | Reduced |
| BTG Pactual Global Asset Management Ltd | 1,181,390 | $8.21M | 4.89% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 1,128,829 | $7.85M | 0.12% | +358,065+46.5% | Added |
| Deprince Race & Zollo Inc | 1,087,835 | $7.56M | 0.17% | +1350.0% | Added |
| Susquehanna International Group, LLP | 984,273 | $6.84M | 0.01% | +62,279+6.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 976,629 | $6.79M | 0.09% | −228,864−19.0% | Reduced |
| Deutsche Bank AG | 969,895 | $6.74M | 0.00% | −4,051,018−80.7% | Reduced |
| INCA Investments LLC | 928,079 | $6.45M | 2.86% | 00.0% | Unchanged |
| Formuepleje A/S | 924,208 | $6.42M | 0.46% | −23,218−2.5% | Reduced |
| Oaktree Fund Advisors, LLC | 901,675 | $6.27M | 5.62% | +35,333+4.1% | Added |
| Envestnet Asset Management Inc | 891,134 | $6.19M | 0.00% | +78,539+9.7% | Added |
| Geode Capital Management, LLC | 878,907 | $6.11M | 0.00% | −12,008−1.3% | Reduced |
| Trillium Asset Management, LLC | 869,501 | $6.04M | 0.16% | −10,485−1.2% | Reduced |
| Thrivent Financial for Lutherans | 800,948 | $5.57M | 0.01% | +435,830+119.4% | Added |
| Northwest & Ethical Investments L.P. | 799,790 | $5.56M | 0.17% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 776,583 | $5.39M | 0.19% | +776,583 | New |
| Caxton Associates LP | 751,744 | $5.22M | 0.27% | −1,020,541−57.6% | Reduced |
| Storebrand Asset Management AS | 747,521 | $5.20M | 0.02% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 709,214 | $4.93M | 0.02% | −317,412−30.9% | Reduced |
| STRS Ohio | 700,000 | $4.87M | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 625,906 | $4.35M | 0.00% | +26,976+4.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 619,355 | $4.30M | 0.01% | −236,823−27.7% | Reduced |
| Employees Retirement System of Texas | 595,704 | $4.14M | 0.05% | +60,939+11.4% | Added |
| Quantbot Technologies LP | 558,652 | $3.88M | 0.23% | +353,510+172.3% | Added |
| Nordea Investment Management AB | 540,888 | $3.75M | 0.00% | +40,332+8.1% | Added |
| Crossmark Global Holdings, Inc. | 537,117 | $3.73M | 0.08% | −810−0.2% | Reduced |
| Daiwa Securities Group Inc. | 503,347 | $3.50M | 0.02% | −50,000−9.0% | Reduced |
| Madison Asset Management, LLC | 499,419 | $3.47M | 0.05% | +54,760+12.3% | Added |
| Wells Fargo & Company | 489,895 | $3.40M | 0.00% | −4,866−1.0% | Reduced |
| Liontrust Investment Partners LLP | 486,179 | $3.38M | 0.05% | −17,664−3.5% | Reduced |
| Quantitative Investment Management, LLC | 484,443 | $3.37M | 0.19% | +484,443 | New |
| Balyasny Asset Management LLC | 475,635 | $3.31M | 0.01% | +475,635 | New |
| Aquatic Capital Management LLC | 464,400 | $3.23M | 0.08% | +464,400 | New |
| Barclays PLC | 444,164 | $3.09M | 0.00% | −25,620−5.5% | Reduced |
| Credit Suisse AG | 443,725 | $3.08M | 0.00% | +96,541+27.8% | Added |
| Banque Cantonale Vaudoise | 440,000 | $3.05M | 0.13% | 00.0% | Unchanged |