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 |
|---|---|---|---|---|---|
| Winton Group Ltd | 22,302 | $155.0K | 0.01% | +7,634+52.0% | Added |
| Belpointe Asset Management LLC | 22,496 | $156.3K | 0.01% | +22,496 | New |
| Fortis Capital Advisors, LLC | 22,496 | $156.3K | 0.09% | +22,496 | New |
| United Capital Financial Advisers, LLC | 22,678 | $157.6K | 0.00% | +22,678 | New |
| Point72 Asset Management, L.P. | 24,100 | $167.5K | 0.00% | +10,000+70.9% | Added |
| Stephens Inc | 24,696 | $171.6K | 0.00% | +1,373+5.9% | Added |
| Ameraudi Asset Management, Inc. | 25,150 | $174.8K | 0.08% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 26,469 | $184.0K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 26,652 | $186.7K | 0.01% | +5,401+25.4% | Added |
| Old National Bancorp | 27,532 | $191.3K | 0.01% | +242+0.9% | Added |
| Leonteq Securities AG | 27,594 | $191.8K | 0.02% | −39,346−58.8% | Reduced |
| Moreno Evelyn V | 28,676 | $199.3K | 0.09% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 31,699 | $220.3K | 0.00% | −20,316−39.1% | Reduced |
| CI Private Wealth, LLC | 31,701 | $220.3K | 0.00% | +3,087+10.8% | Added |
| Gould Asset Management LLC | 31,930 | $221.9K | 0.06% | −4,235−11.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 32,738 | $228.0K | 0.00% | −132,825−80.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 33,810 | $235.0K | 0.04% | +6,220+22.5% | Added |
| Checchi Capital Advisers, LLC | 34,518 | $239.9K | 0.02% | 00.0% | Unchanged |
| Banco Santander, S.A. | 34,622 | $240.6K | 0.00% | −9,443−21.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 35,112 | $244.0K | 0.01% | +35,112 | New |
| NewEdge Wealth, LLC | 35,112 | $244.0K | 0.01% | +35,112 | New |
| Envestnet Portfolio Solutions, Inc. | 37,259 | $258.8K | 0.00% | +495+1.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 38,930 | $270.5K | 0.00% | +6,521+20.1% | Added |
| Sequoia Financial Advisors, LLC | 40,389 | $280.7K | 0.00% | +1,584+4.1% | Added |
| Mackenzie Financial Corp | 41,341 | $287.3K | 0.00% | +12,480+43.2% | Added |
| Truist Financial Corp | 43,467 | $302.1K | 0.00% | +1,153+2.7% | Added |
| JustInvest LLC | 44,845 | $311.7K | 0.01% | +8,200+22.4% | Added |
| Millennium Management LLC | 45,495 | $316.2K | 0.00% | −127,247−73.7% | Reduced |
| HBK Sorce Advisory LLC | 46,716 | $324.7K | 0.01% | +7,818+20.1% | Added |
| Atlas Capital Advisors LLC | 46,788 | $325.2K | 0.05% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 47,440 | $329.7K | 0.00% | +8,355+21.4% | Added |
| Prelude Capital Management, LLC | 47,699 | $331.5K | 0.03% | +10,880+29.5% | Added |
| XTX Topco Ltd | 49,063 | $341.0K | 0.07% | +49,063 | New |
| Commerzbank Aktiengesellschaft | 50,866 | $354.0K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 51,063 | $354.9K | 0.01% | +51,063 | New |
| Marietta Investment Partners LLC | 51,882 | $360.6K | 0.09% | +7,500+16.9% | Added |
| Financial Counselors Inc | 52,271 | $363.3K | 0.01% | +7,385+16.5% | Added |
| Virtu Financial LLC | 52,482 | $365.0K | 0.03% | +52,482 | New |
| Johnson Investment Counsel Inc | 53,400 | $371.1K | 0.00% | +28,600+115.3% | Added |
| Qube Research & Technologies Ltd | 53,800 | $373.9K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 56,851 | $395.1K | 0.01% | +3,780+7.1% | Added |
| Cerity Partners LLC | 58,501 | $406.6K | 0.00% | +6,927+13.4% | Added |
| Advisor Group Holdings, Inc. | 59,663 | $414.7K | 0.00% | −8,986−13.1% | Reduced |
| Wealth Alliance | 62,095 | $431.6K | 0.06% | +8,648+16.2% | Added |
| Groupama Asset Managment | 213,102 | $440.3K | 0.01% | +213,102 | New |
| Cetera Advisors LLC | 67,390 | $467.7K | 0.01% | +67,390 | New |
| Altfest L J & Co Inc | 69,674 | $484.0K | 0.07% | +58,538+525.7% | Added |
| Baldwin Investment Management, LLC | 69,712 | $484.5K | 0.08% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 70,500 | $490.0K | 0.11% | −145,792−67.4% | Reduced |
| Congress Wealth Management LLC | 72,906 | $506.7K | 0.01% | +72,906 | New |
| London & Capital Asset Management Ltd | 75,000 | $521.3K | 0.04% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 77,000 | $535.1K | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 78,221 | $543.6K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 78,077 | $546.0K | 0.03% | 00.0% | Unchanged |
| Vident Advisory, LLC | 81,867 | $569.0K | 0.01% | +26,956+49.1% | Added |
| Mariner, LLC | 83,467 | $580.1K | 0.00% | −4,672−5.3% | Reduced |
| Two Sigma Investments, LP | 86,600 | $601.9K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 88,631 | $616.0K | 0.00% | +88,631 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 89,176 | $619.8K | 0.00% | −6,473,734−98.6% | Reduced |
| Whittier Trust Co | 92,255 | $641.2K | 0.01% | +13,020+16.4% | Added |
| Legacy Wealth Asset Management, LLC | 92,550 | $643.2K | 0.21% | +83+0.1% | Added |
| Bank of New York Mellon Corp | 95,998 | $667.2K | 0.00% | +9,111+10.5% | Added |
| Solstein Capital, LLC | 97,100 | $674.8K | 0.50% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 97,245 | $675.9K | 0.06% | −90,528−48.2% | Reduced |
| Veriti Management LLC | 97,704 | $679.0K | 0.06% | +7,592+8.4% | Added |
| Diversified Trust Co | 101,031 | $702.2K | 0.02% | −385−0.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 101,339 | $704.3K | 0.00% | +20,400+25.2% | Added |
| Pekin Hardy Strauss, Inc. | 110,500 | $766.9K | 0.11% | −5,495−4.7% | Reduced |
| Old Mission Capital LLC | 110,695 | $769.3K | 0.02% | +110,695 | New |
| Citadel Advisors LLC | 116,912 | $812.5K | 0.00% | +116,912 | New |
| Ethic Inc. | 120,197 | $835.4K | 0.02% | −4,580−3.7% | Reduced |
| The PNC Financial Services Group, Inc. | 129,211 | $898.0K | 0.00% | +21,067+19.5% | Added |
| Axq Capital, LP | 132,000 | $917.4K | 0.24% | +55,800+73.2% | Added |
| Dimensional Fund Advisors LP | 133,084 | $924.9K | 0.00% | −2,224−1.6% | Reduced |
| Qtron Investments LLC | 133,539 | $928.1K | 0.15% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 138,703 | $964.0K | 0.00% | +788+0.6% | Added |
| Fifth Third Bancorp | 140,287 | $975.0K | 0.00% | +6,245+4.7% | Added |
| Eqis Capital Management, Inc. | 145,250 | $1.01M | 0.08% | +114,197+367.7% | Added |
| O'Shaughnessy Asset Management, LLC | 150,742 | $1.05M | 0.01% | +4,958+3.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 166,332 | $1.16M | 0.01% | +46,482+38.8% | Added |
| Pathstone Holdings, LLC | 166,094 | $1.16M | 0.01% | +166,094 | New |
| FMR LLC | 174,870 | $1.22M | 0.00% | +156,505+852.2% | Added |
| Euro Pacific Asset Management, LLC | 174,929 | $1.22M | 0.26% | +766+0.4% | Added |
| Channing Global Advisors, LLC | 180,884 | $1.26M | 0.98% | +34,505+23.6% | Added |
| AXA S.A. | 186,522 | $1.30M | 0.00% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 191,537 | $1.32M | 0.02% | +191,537 | New |
| UBS Asset Management Americas Inc | 191,040 | $1.33M | 0.00% | −5,800−2.9% | Reduced |
| BNP Paribas Arbitrage, SA | 204,627 | $1.42M | 0.00% | −201,836−49.7% | Reduced |
| Mirabaud Asset Management Ltd | 206,842 | $1.44M | 0.62% | +206,842 | New |
| US Bancorp | 214,070 | $1.49M | 0.00% | +110,493+106.7% | Added |
| AQR Capital Management LLC | 217,146 | $1.51M | 0.00% | −84,532−28.0% | Reduced |
| Profund Advisors LLC | 217,365 | $1.51M | 0.06% | +14,464+7.1% | Added |
| Cloverfields Capital Group, LP | 218,062 | $1.52M | 0.59% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 222,174 | $1.54M | 0.02% | −210,681−48.7% | Reduced |
| Pzena Investment Management LLC | 229,723 | $1.60M | 0.01% | −40,339−14.9% | Reduced |
| Nuveen Asset Management, LLC | 234,399 | $1.63M | 0.00% | +231,401+7,718.5% | Added |
| LPL Financial LLC | 235,488 | $1.64M | 0.00% | +8,374+3.7% | Added |
| Quattro Financial Advisors LLC | 7 | $1.74M | 0.62% | −249,993−100.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 287,688 | $2.00M | 0.27% | +287,688 | New |
| Baker Avenue Asset Management, LP | 293,156 | $2.04M | 0.09% | +14,702+5.3% | Added |