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 |
|---|---|---|---|---|---|
| Carmignac Gestion | 13,330,087 | $92.6M | 1.56% | +13,330,087 | New |
| Baillie Gifford & Co | 15,034,066 | $104.5M | 0.08% | +440,486+3.0% | Added |
| Dodge & Cox | 15,910,905 | $110.6M | 0.07% | −2,317,300−12.7% | Reduced |
| Antipodes Partners Ltd | 17,655,220 | $122.7M | 3.83% | −3,160,879−15.2% | Reduced |
| BlackRock Inc. | 24,813,205 | $172.5M | 0.00% | +1,602,128+6.9% | Added |
| Vanguard Group Inc | 26,371,808 | $183.3M | 0.00% | −649,899−2.4% | Reduced |
| Franklin Resources Inc | 27,611,252 | $191.9M | 0.09% | −1,216,798−4.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 29,244,037 | $203.2M | 0.49% | −43,933−0.2% | Reduced |
| Itau Unibanco Holding S.A. | 30,660,827 | $204.7M | 6.74% | +7,439,500+32.0% | Added |
| Perpetual Ltd | 42,563,305 | $295.8M | 3.05% | −54,353−0.1% | Reduced |
| Fisher Asset Management, LLC | 52,322,490 | $363.6M | 0.19% | +15,908,536+43.7% | Added |
| Goldman Sachs Group Inc | 53,196,510 | $369.7M | 0.08% | −11,458,575−17.7% | Reduced |
| JPMorgan Chase & Co | 60,896,093 | $423.2M | 0.04% | +15,291,319+33.5% | Added |
| Westwood Global Investments, LLC | 63,043,856 | $438.2M | 19.42% | −429,227−0.7% | Reduced |
| Schroder Investment Management Group | 88,302,063 | $613.7M | 0.80% | −7,690,801−8.0% | Reduced |
| Ariel Investments, LLC | 0 | $0 | 0.00% | −10,161,278−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −874,265−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −574,185−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −534,429−100.0% | Sold out |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −65,231−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −57,274−100.0% | Sold out |
| Deuterium Capital Management, LLC | 0 | $0 | 0.00% | −53,969−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −52,900−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −46,366−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −38,583−100.0% | Sold out |
| Cable Hill Partners, LLC | 0 | $0 | 0.00% | −28,314−100.0% | Sold out |
| JGP Global Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −26,771−100.0% | Sold out |
| Capital Markets Trading UK LLP | 0 | $0 | 0.00% | −26,600−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −22,745−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −22,426−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −20,302−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −16,081−100.0% | Sold out |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −15,580−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −12,168−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −43,826−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −698−100.0% | Sold out |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Mark Stevens | – | – | – | – | Not filed |