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 |
|---|---|---|---|---|---|
| Eagle Global Advisors LLC | 294,000 | $2.04M | 0.12% | +10,000+3.5% | Added |
| Longfellow Investment Management Co LLC | 325,768 | $2.26M | 0.56% | +86,593+36.2% | Added |
| Jane Street Group, LLC | 337,171 | $2.34M | 0.00% | +45,456+15.6% | Added |
| Raymond James & Associates | 341,799 | $2.38M | 0.00% | +22,726+7.1% | Added |
| Ramirez Asset Management, Inc. | 359,799 | $2.50M | 0.51% | +359,799 | New |
| Brandywine Global Investment Management, LLC | 363,059 | $2.52M | 0.02% | +180,480+98.9% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 366,586 | $2.54M | 1.89% | −88,230−19.4% | Reduced |
| Calamos Advisors LLC | 368,101 | $2.56M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 374,414 | $2.60M | 0.00% | +172,861+85.8% | Added |
| VPR Management LLC | 386,597 | $2.69M | 0.70% | 00.0% | Unchanged |
| Royal Bank of Canada | 398,712 | $2.77M | 0.00% | +4,155+1.1% | Added |
| Anthracite Investment Company, Inc. | 400,000 | $2.78M | 1.79% | +400,000 | New |
| Clearbridge Investments, LLC | 425,568 | $2.96M | 0.00% | −872−0.2% | Reduced |
| DekaBank Deutsche Girozentrale | 440,000 | $3.04M | 0.01% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 438,656 | $3.05M | 0.05% | −6,815−1.5% | Reduced |
| Banque Cantonale Vaudoise | 440,000 | $3.05M | 0.13% | 00.0% | Unchanged |
| Credit Suisse AG | 443,725 | $3.08M | 0.00% | +96,541+27.8% | Added |
| Barclays PLC | 444,164 | $3.09M | 0.00% | −25,620−5.5% | Reduced |
| Aquatic Capital Management LLC | 464,400 | $3.23M | 0.08% | +464,400 | New |
| Balyasny Asset Management LLC | 475,635 | $3.31M | 0.01% | +475,635 | New |
| Quantitative Investment Management, LLC | 484,443 | $3.37M | 0.19% | +484,443 | New |
| Liontrust Investment Partners LLP | 486,179 | $3.38M | 0.05% | −17,664−3.5% | Reduced |
| Wells Fargo & Company | 489,895 | $3.40M | 0.00% | −4,866−1.0% | Reduced |
| Madison Asset Management, LLC | 499,419 | $3.47M | 0.05% | +54,760+12.3% | Added |
| Daiwa Securities Group Inc. | 503,347 | $3.50M | 0.02% | −50,000−9.0% | Reduced |
| Crossmark Global Holdings, Inc. | 537,117 | $3.73M | 0.08% | −810−0.2% | Reduced |
| Nordea Investment Management AB | 540,888 | $3.75M | 0.00% | +40,332+8.1% | Added |
| Quantbot Technologies LP | 558,652 | $3.88M | 0.23% | +353,510+172.3% | Added |
| Employees Retirement System of Texas | 595,704 | $4.14M | 0.05% | +60,939+11.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 619,355 | $4.30M | 0.01% | −236,823−27.7% | Reduced |
| Rhumbline Advisers | 625,906 | $4.35M | 0.00% | +26,976+4.5% | Added |
| STRS Ohio | 700,000 | $4.87M | 0.02% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 709,214 | $4.93M | 0.02% | −317,412−30.9% | Reduced |
| Storebrand Asset Management AS | 747,521 | $5.20M | 0.02% | 00.0% | Unchanged |
| Caxton Associates LP | 751,744 | $5.22M | 0.27% | −1,020,541−57.6% | Reduced |
| Moran Wealth Management, LLC | 776,583 | $5.39M | 0.19% | +776,583 | New |
| Northwest & Ethical Investments L.P. | 799,790 | $5.56M | 0.17% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 800,948 | $5.57M | 0.01% | +435,830+119.4% | Added |
| Trillium Asset Management, LLC | 869,501 | $6.04M | 0.16% | −10,485−1.2% | Reduced |
| Geode Capital Management, LLC | 878,907 | $6.11M | 0.00% | −12,008−1.3% | Reduced |
| Envestnet Asset Management Inc | 891,134 | $6.19M | 0.00% | +78,539+9.7% | Added |
| Oaktree Fund Advisors, LLC | 901,675 | $6.27M | 5.62% | +35,333+4.1% | Added |
| Formuepleje A/S | 924,208 | $6.42M | 0.46% | −23,218−2.5% | Reduced |
| INCA Investments LLC | 928,079 | $6.45M | 2.86% | 00.0% | Unchanged |
| Deutsche Bank AG | 969,895 | $6.74M | 0.00% | −4,051,018−80.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 976,629 | $6.79M | 0.09% | −228,864−19.0% | Reduced |
| Susquehanna International Group, LLP | 984,273 | $6.84M | 0.01% | +62,279+6.8% | Added |
| Deprince Race & Zollo Inc | 1,087,835 | $7.56M | 0.17% | +1350.0% | Added |
| Cullen Capital Management LLC | 1,128,829 | $7.85M | 0.12% | +358,065+46.5% | Added |
| BTG Pactual Global Asset Management Ltd | 1,181,390 | $8.21M | 4.89% | 00.0% | Unchanged |
| Renaissance Group LLC | 1,201,487 | $8.34M | 0.35% | −26,475−2.2% | Reduced |
| Amundi | 1,320,130 | $8.92M | 0.00% | +4,582+0.3% | Added |
| First Eagle Investment Management, LLC | 1,289,723 | $8.96M | 0.02% | +104,247+8.8% | Added |
| Barings LLC | 1,376,861 | $9.57M | 0.30% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 1,603,512 | $9.97M | 0.02% | −157,235−8.9% | Reduced |
| Earnest Partners LLC | 1,475,579 | $10.3M | 0.05% | −13,979−0.9% | Reduced |
| Natixis Advisors, L.P. | 1,913,360 | $13.3M | 0.04% | +148,404+8.4% | Added |
| HSBC Holdings PLC | 1,880,863 | $14.3M | 0.01% | −379,431−16.8% | Reduced |
| Pinebridge Investments, L.P. | 2,082,557 | $14.5M | 0.13% | +323,065+18.4% | Added |
| Boston Common Asset Management, LLC | 2,188,930 | $15.2M | 0.35% | −101,930−4.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,413,240 | $16.8M | 0.16% | −68,500−2.8% | Reduced |
| Gemsstock Limited | 2,446,382 | $17.0M | 6.31% | −2,244,600−47.8% | Reduced |
| USS Investment Management Ltd | 2,525,966 | $17.5M | 0.16% | 00.0% | Unchanged |
| SEI Investments Co | 2,677,212 | $18.6M | 0.03% | +799,710+42.6% | Added |
| Capital Research Global Investors | 2,722,345 | $18.9M | 0.00% | −13,992−0.5% | Reduced |
| Legal & General Group Plc | 2,727,774 | $18.9M | 0.01% | −157,853−5.5% | Reduced |
| Breakout Capital Partners, LP | 2,889,659 | $20.1M | 14.74% | +2,889,659 | New |
| American Century Companies Inc | 3,062,855 | $21.3M | 0.01% | +177,857+6.2% | Added |
| Northern Trust Corp | 3,261,669 | $22.7M | 0.00% | +196,570+6.4% | Added |
| Vinland Capital Management Gestora de Recursos LTDA. | 3,238,750 | $22.8M | 5.93% | +3,238,750 | New |
| GQG Partners LLC | 3,365,122 | $23.4M | 0.05% | −5,379,688−61.5% | Reduced |
| 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 |
| Slate Path Capital LP | 3,445,000 | $23.9M | 0.53% | 00.0% | Unchanged |
| Discovery Capital Management, LLC | 3,558,200 | $24.7M | 3.74% | +3,558,200 | New |
| Marshall Wace, LLP | 3,795,537 | $26.4M | 0.05% | +3,795,537 | New |
| Lazard Asset Management LLC | 3,968,065 | $27.6M | 0.03% | −103,433−2.5% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 4,023,097 | $28.0M | 2.17% | −1,324,254−24.8% | Reduced |
| NS Partners Ltd | 4,207,128 | $29.2M | 1.42% | −635,700−13.1% | Reduced |
| State of New Jersey Common Pension Fund D | 4,435,144 | $30.8M | 0.10% | +206,831+4.9% | Added |
| GMT Capital Corp | 4,718,200 | $32.8M | 1.23% | +4,089,100+650.0% | Added |
| UBS Group AG | 4,783,869 | $33.2M | 0.01% | +390,821+8.9% | Added |
| Bank of America Corp | 4,783,905 | $33.2M | 0.00% | −17,243,992−78.3% | Reduced |
| Todd Asset Management LLC | 4,828,111 | $33.6M | 0.74% | −97,918−2.0% | Reduced |
| Renaissance Technologies LLC | 4,953,074 | $34.4M | 0.05% | +1,396,600+39.3% | Added |
| Capital World Investors | 5,263,774 | $36.6M | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 5,286,762 | $36.7M | 0.07% | −60,095−1.1% | Reduced |
| Mondrian Investment Partners LTD | 5,489,519 | $38.2M | 0.60% | −2,672,113−32.7% | Reduced |
| Victory Capital Management Inc | 7,015,628 | $48.8M | 0.05% | −71,819−1.0% | Reduced |
| Morgan Stanley | 8,598,377 | $59.8M | 0.01% | +4,512,713+110.5% | Added |
| Harding Loevner LP | 8,670,128 | $60.3M | 0.34% | −1,001,226−10.4% | Reduced |
| Northcape Capital Pty Ltd | 8,954,549 | $62.2M | 7.37% | +713,430+8.7% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 9,174,072 | $63.8M | 1.00% | +761,034+9.0% | Added |
| Arrowstreet Capital, Limited Partnership | 9,398,576 | $65.3M | 0.07% | +7,278,037+343.2% | Added |
| Macquarie Group Ltd | 9,939,081 | $69.1M | 0.08% | +36,300+0.4% | Added |
| Ameriprise Financial Inc | 10,150,918 | $70.6M | 0.02% | −1,348,087−11.7% | Reduced |
| Seafarer Capital Partners, LLC | 10,174,000 | $70.7M | 19.10% | +300,000+3.0% | Added |
| Citigroup Inc | 10,443,684 | $72.6M | 0.10% | +1,024,660+10.9% | Added |
| William Blair Investment Management, LLC | 11,320,342 | $78.6M | 0.23% | +1,727,096+18.0% | Added |
| State Street Corp | 12,048,054 | $85.0M | 0.00% | +1,026,959+9.3% | Added |