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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.

Institutional holdersQ4 2023: 315 institutions
Q1 2021: 303 institutionsQ2 2021: 303 institutionsQ3 2021: 306 institutionsQ4 2021: 269 institutionsQ1 2022: 277 institutionsQ2 2022: 274 institutionsQ3 2022: 269 institutionsQ4 2022: 290 institutionsQ1 2023: 273 institutionsQ2 2023: 289 institutionsQ3 2023: 285 institutionsQ4 2023: 315 institutionsQ1 2024: 324 institutionsQ2 2024: 334 institutionsQ3 2024: 348 institutionsQ4 2024: 332 institutionsQ1 2025: 316 institutionsQ2 2025: 333 institutionsQ3 2025: 335 institutionsQ4 2025: 383 institutionsQ1 2026: 389 institutionsQ2 2026: 394 institutions
Value heldQ4 2023: $5.83B
Q1 2021: $5.10BQ2 2021: $6.38BQ3 2021: $5.44BQ4 2021: $3.92BQ1 2022: $5.57BQ2 2022: $3.78BQ3 2022: $4.17BQ4 2022: $3.96BQ1 2023: $4.03BQ2 2023: $4.85BQ3 2023: $4.40BQ4 2023: $5.83BQ1 2024: $5.62BQ2 2024: $4.90BQ3 2024: $5.72BQ4 2024: $4.43BQ1 2025: $5.56BQ2 2025: $7.78BQ3 2025: $8.84BQ4 2025: $8.72BQ1 2026: $10.0BQ2 2026: $9.52B
Institutions holding ITUB and their total value by quarter
QuarterHoldersValue
Q2 2026394$9.52B
Q1 2026389$10.0B
Q4 2025383$8.72B
Q3 2025335$8.84B
Q2 2025333$7.78B
Q1 2025316$5.56B
Q4 2024332$4.43B
Q3 2024348$5.72B
Q2 2024334$4.90B
Q1 2024324$5.62B
Q4 2023315$5.83B
Q3 2023285$4.40B
Q2 2023289$4.85B
Q1 2023273$4.03B
Q4 2022290$3.96B
Q3 2022269$4.17B
Q2 2022274$3.78B
Q1 2022277$5.57B
Q4 2021269$3.92B
Q3 2021306$5.44B
Q2 2021303$6.38B
Q1 2021303$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.

Institutions holding ITUB in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Abn Amro Investment Solutions438,656$3.05M0.05%−6,815−1.5%Reduced
DekaBank Deutsche Girozentrale440,000$3.04M0.01%00.0%Unchanged
Clearbridge Investments, LLC425,568$2.96M0.00%−872−0.2%Reduced
Anthracite Investment Company, Inc.400,000$2.78M1.79%+400,000New
Royal Bank of Canada398,712$2.77M0.00%+4,155+1.1%Added
VPR Management LLC386,597$2.69M0.70%00.0%Unchanged
Invesco Ltd.374,414$2.60M0.00%+172,861+85.8%Added
Calamos Advisors LLC368,101$2.56M0.01%00.0%Unchanged
Investidor Profissional Gestao de Recursos Ltda.366,586$2.54M1.89%−88,230−19.4%Reduced
Brandywine Global Investment Management, LLC363,059$2.52M0.02%+180,480+98.9%Added
Ramirez Asset Management, Inc.359,799$2.50M0.51%+359,799New
Raymond James & Associates341,799$2.38M0.00%+22,726+7.1%Added
Jane Street Group, LLC337,171$2.34M0.00%+45,456+15.6%Added
Longfellow Investment Management Co LLC325,768$2.26M0.56%+86,593+36.2%Added
Eagle Global Advisors LLC294,000$2.04M0.12%+10,000+3.5%Added
Baker Avenue Asset Management, LP293,156$2.04M0.09%+14,702+5.3%Added
Lombard Odier Asset Management (Switzerland) SA287,688$2.00M0.27%+287,688New
Quattro Financial Advisors LLC7$1.74M0.62%−249,993−100.0%Reduced
LPL Financial LLC235,488$1.64M0.00%+8,374+3.7%Added
Nuveen Asset Management, LLC234,399$1.63M0.00%+231,401+7,718.5%Added
Pzena Investment Management LLC229,723$1.60M0.01%−40,339−14.9%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.222,174$1.54M0.02%−210,681−48.7%Reduced
Cloverfields Capital Group, LP218,062$1.52M0.59%00.0%Unchanged
Profund Advisors LLC217,365$1.51M0.06%+14,464+7.1%Added
AQR Capital Management LLC217,146$1.51M0.00%−84,532−28.0%Reduced
US Bancorp214,070$1.49M0.00%+110,493+106.7%Added
Mirabaud Asset Management Ltd206,842$1.44M0.62%+206,842New
BNP Paribas Arbitrage, SA204,627$1.42M0.00%−201,836−49.7%Reduced
UBS Asset Management Americas Inc191,040$1.33M0.00%−5,800−2.9%Reduced
Thornburg Investment Management Inc191,537$1.32M0.02%+191,537New
AXA S.A.186,522$1.30M0.00%00.0%Unchanged
Channing Global Advisors, LLC180,884$1.26M0.98%+34,505+23.6%Added
Euro Pacific Asset Management, LLC174,929$1.22M0.26%+766+0.4%Added
FMR LLC174,870$1.22M0.00%+156,505+852.2%Added
Pathstone Holdings, LLC166,094$1.16M0.01%+166,094New
Grantham, Mayo, Van Otterloo & Co. LLC166,332$1.16M0.01%+46,482+38.8%Added
O'Shaughnessy Asset Management, LLC150,742$1.05M0.01%+4,958+3.4%Added
Eqis Capital Management, Inc.145,250$1.01M0.08%+114,197+367.7%Added
Fifth Third Bancorp140,287$975.0K0.00%+6,245+4.7%Added
Mitsubishi UFJ Trust & Banking Corp138,703$964.0K0.00%+788+0.6%Added
Qtron Investments LLC133,539$928.1K0.15%00.0%Unchanged
Dimensional Fund Advisors LP133,084$924.9K0.00%−2,224−1.6%Reduced
Axq Capital, LP132,000$917.4K0.24%+55,800+73.2%Added
The PNC Financial Services Group, Inc.129,211$898.0K0.00%+21,067+19.5%Added
Ethic Inc.120,197$835.4K0.02%−4,580−3.7%Reduced
Citadel Advisors LLC116,912$812.5K0.00%+116,912New
Old Mission Capital LLC110,695$769.3K0.02%+110,695New
Pekin Hardy Strauss, Inc.110,500$766.9K0.11%−5,495−4.7%Reduced
Sumitomo Mitsui Trust Holdings, Inc.101,339$704.3K0.00%+20,400+25.2%Added
Diversified Trust Co101,031$702.2K0.02%−385−0.4%Reduced
Veriti Management LLC97,704$679.0K0.06%+7,592+8.4%Added
Campbell & CO Investment Adviser LLC97,245$675.9K0.06%−90,528−48.2%Reduced
Solstein Capital, LLC97,100$674.8K0.50%00.0%Unchanged
Bank of New York Mellon Corp95,998$667.2K0.00%+9,111+10.5%Added
Legacy Wealth Asset Management, LLC92,550$643.2K0.21%+83+0.1%Added
Whittier Trust Co92,255$641.2K0.01%+13,020+16.4%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main89,176$619.8K0.00%−6,473,734−98.6%Reduced
Man Group plc88,631$616.0K0.00%+88,631New
Two Sigma Investments, LP86,600$601.9K0.00%00.0%Unchanged
Mariner, LLC83,467$580.1K0.00%−4,672−5.3%Reduced
Vident Advisory, LLC81,867$569.0K0.01%+26,956+49.1%Added
Symmetry Partners, LLC78,077$546.0K0.03%00.0%Unchanged
Yousif Capital Management, LLC78,221$543.6K0.01%00.0%Unchanged
Sumitomo Mitsui DS Asset Management Company, Ltd77,000$535.1K0.01%00.0%Unchanged
London & Capital Asset Management Ltd75,000$521.3K0.04%00.0%Unchanged
Congress Wealth Management LLC72,906$506.7K0.01%+72,906New
Deltec Asset Management LLC70,500$490.0K0.11%−145,792−67.4%Reduced
Baldwin Investment Management, LLC69,712$484.5K0.08%00.0%Unchanged
Altfest L J & Co Inc69,674$484.0K0.07%+58,538+525.7%Added
Cetera Advisors LLC67,390$467.7K0.01%+67,390New
Groupama Asset Managment213,102$440.3K0.01%+213,102New
Wealth Alliance62,095$431.6K0.06%+8,648+16.2%Added
Advisor Group Holdings, Inc.59,663$414.7K0.00%−8,986−13.1%Reduced
Cerity Partners LLC58,501$406.6K0.00%+6,927+13.4%Added
Advisors Asset Management, Inc.56,851$395.1K0.01%+3,780+7.1%Added
Qube Research & Technologies Ltd53,800$373.9K0.00%00.0%Unchanged
Johnson Investment Counsel Inc53,400$371.1K0.00%+28,600+115.3%Added
Virtu Financial LLC52,482$365.0K0.03%+52,482New
Financial Counselors Inc52,271$363.3K0.01%+7,385+16.5%Added
Marietta Investment Partners LLC51,882$360.6K0.09%+7,500+16.9%Added
Parallax Volatility Advisers, L.P.51,063$354.9K0.01%+51,063New
Commerzbank Aktiengesellschaft50,866$354.0K0.01%00.0%Unchanged
XTX Topco Ltd49,063$341.0K0.07%+49,063New
Prelude Capital Management, LLC47,699$331.5K0.03%+10,880+29.5%Added
Guggenheim Capital LLC47,440$329.7K0.00%+8,355+21.4%Added
Atlas Capital Advisors LLC46,788$325.2K0.05%00.0%Unchanged
HBK Sorce Advisory LLC46,716$324.7K0.01%+7,818+20.1%Added
Millennium Management LLC45,495$316.2K0.00%−127,247−73.7%Reduced
JustInvest LLC44,845$311.7K0.01%+8,200+22.4%Added
Truist Financial Corp43,467$302.1K0.00%+1,153+2.7%Added
Mackenzie Financial Corp41,341$287.3K0.00%+12,480+43.2%Added
Sequoia Financial Advisors, LLC40,389$280.7K0.00%+1,584+4.1%Added
Wealth Enhancement Advisory Services, LLC38,930$270.5K0.00%+6,521+20.1%Added
Envestnet Portfolio Solutions, Inc.37,259$258.8K0.00%+495+1.3%Added
Vestmark Advisory Solutions, Inc.35,112$244.0K0.01%+35,112New
NewEdge Wealth, LLC35,112$244.0K0.01%+35,112New
Banco Santander, S.A.34,622$240.6K0.00%−9,443−21.4%Reduced
Checchi Capital Advisers, LLC34,518$239.9K0.02%00.0%Unchanged
Sompo Asset Management Co., Ltd.33,810$235.0K0.04%+6,220+22.5%Added
BI Asset Management Fondsmaeglerselskab A/S32,738$228.0K0.00%−132,825−80.2%Reduced