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, Q1 2024
Institutional positions in Itau Unibanco Holding S.A. as of Mar 31, 2024. 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
- 324
- +10 vs. Q4 2023
- Shares held
- 812.1M
- −27.9M (−3.3%) vs. Q4 2023
- Total value
- $5.62B
- −$209.8M (−3.6%) vs. Q4 2023
- New holders
- 39
- 116 more added
- Sold out
- 29
- 109 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 80,161,169 | $555.5M | 0.65% | −8,140,894−9.2% | Reduced |
| JPMorgan Chase & Co | 71,738,861 | $497.2M | 0.04% | +10,842,768+17.8% | Added |
| Westwood Global Investments, LLC | 59,875,447 | $414.9M | 18.90% | −3,168,409−5.0% | Reduced |
| Fisher Asset Management, LLC | 48,891,595 | $338.8M | 0.16% | −3,430,895−6.6% | Reduced |
| Perpetual Ltd | 40,202,714 | $278.6M | 2.72% | −2,360,591−5.5% | Reduced |
| William Blair Investment Management, LLC | 33,040,433 | $229.0M | 0.59% | +21,720,091+191.9% | Added |
| Robeco Institutional Asset Management B.V. | 31,668,346 | $219.5M | 0.48% | +2,424,309+8.3% | Added |
| Franklin Resources Inc | 27,563,590 | $191.0M | 0.06% | −47,662−0.2% | Reduced |
| Vanguard Group Inc | 24,898,168 | $172.5M | 0.00% | −1,473,640−5.6% | Reduced |
| BlackRock Inc. | 24,017,989 | $166.4M | 0.00% | −795,216−3.2% | Reduced |
| Itau Unibanco Holding S.A. | 23,288,427 | $156.1M | 6.69% | −7,372,400−24.0% | Reduced |
| Dodge & Cox | 15,806,905 | $109.5M | 0.06% | −104,000−0.7% | Reduced |
| Goldman Sachs Group Inc | 15,752,222 | $109.2M | 0.02% | −37,444,288−70.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 15,492,229 | $107.4M | 0.10% | +6,093,653+64.8% | Added |
| Capital Research Global Investors | 15,262,082 | $105.8M | 0.02% | +12,539,737+460.6% | Added |
| Antipodes Partners Ltd | 13,684,096 | $94.8M | 3.00% | −3,971,124−22.5% | Reduced |
| Carmignac Gestion | 13,452,687 | $93.2M | 1.47% | +122,600+0.9% | Added |
| State Street Corp | 11,694,500 | $81.6M | 0.00% | −353,554−2.9% | Reduced |
| Ameriprise Financial Inc | 10,797,681 | $74.8M | 0.02% | +646,763+6.4% | Added |
| Seafarer Capital Partners, LLC | 10,174,000 | $70.5M | 20.61% | 00.0% | Unchanged |
| Macquarie Group Ltd | 9,866,681 | $68.4M | 0.08% | −72,400−0.7% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 9,393,251 | $65.1M | 1.04% | +219,179+2.4% | Added |
| Baillie Gifford & Co | 9,225,765 | $63.9M | 0.05% | −5,808,301−38.6% | Reduced |
| Northcape Capital Pty Ltd | 9,044,815 | $62.7M | 7.20% | +90,266+1.0% | Added |
| Capital World Investors | 8,654,237 | $60.0M | 0.01% | +3,390,463+64.4% | Added |
| Citigroup Inc | 8,207,897 | $56.9M | 0.06% | −2,235,787−21.4% | Reduced |
| Victory Capital Management Inc | 6,554,936 | $45.4M | 0.04% | −460,692−6.6% | Reduced |
| UBS Group AG | 5,977,740 | $41.4M | 0.01% | +1,193,871+25.0% | Added |
| Harding Loevner LP | 5,947,802 | $41.2M | 0.25% | −2,722,326−31.4% | Reduced |
| Renaissance Technologies LLC | 5,501,274 | $38.1M | 0.06% | +548,200+11.1% | Added |
| Mondrian Investment Partners LTD | 5,479,858 | $38.0M | 0.52% | −9,661−0.2% | Reduced |
| Russell Investments Group, Ltd. | 5,346,259 | $37.0M | 0.06% | +59,497+1.1% | Added |
| Bank of America Corp | 5,281,459 | $36.6M | 0.00% | +497,554+10.4% | Added |
| Todd Asset Management LLC | 5,254,856 | $36.4M | 0.74% | +426,745+8.8% | Added |
| Morgan Stanley | 4,825,305 | $33.4M | 0.00% | −3,773,072−43.9% | Reduced |
| State of New Jersey Common Pension Fund D | 4,327,709 | $30.0M | 0.09% | −107,435−2.4% | Reduced |
| NS Partners Ltd | 4,212,128 | $29.2M | 1.34% | +5,000+0.1% | Added |
| Driehaus Capital Management LLC | 4,008,441 | $27.8M | 0.28% | +4,008,441 | New |
| New York State Common Retirement Fund | 3,955,718 | $27.4M | 0.04% | +535,666+15.7% | Added |
| Wellington Management Group LLP | 3,955,718 | $27.4M | 0.00% | +535,666+15.7% | Added |
| Lazard Asset Management LLC | 3,465,497 | $24.0M | 0.03% | −502,568−12.7% | Reduced |
| Gemsstock Limited | 3,424,782 | $23.7M | 8.96% | +978,400+40.0% | Added |
| American Century Companies Inc | 3,224,339 | $22.3M | 0.01% | +161,484+5.3% | Added |
| Teachers Retirement System of the State of Kentucky | 2,917,740 | $20.2M | 0.18% | +504,500+20.9% | Added |
| Breakout Capital Partners, LP | 2,889,659 | $20.0M | 13.40% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,727,774 | $18.9M | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 2,724,722 | $18.9M | 0.02% | +2,679,227+5,889.1% | Added |
| GMT Capital Corp | 2,642,000 | $18.3M | 0.72% | −2,076,200−44.0% | Reduced |
| SEI Investments Co | 2,617,646 | $18.1M | 0.03% | −59,566−2.2% | Reduced |
| Marshall Wace, LLP | 2,556,559 | $17.7M | 0.03% | −1,238,978−32.6% | Reduced |
| USS Investment Management Ltd | 2,525,966 | $17.5M | 0.14% | 00.0% | Unchanged |
| Citadel Advisors LLC | 2,402,325 | $16.6M | 0.02% | +2,285,413+1,954.8% | Added |
| Northern Trust Corp | 2,380,312 | $16.5M | 0.00% | −881,357−27.0% | Reduced |
| Man Group plc | 2,319,276 | $16.1M | 0.04% | +2,230,645+2,516.8% | Added |
| Boston Common Asset Management, LLC | 2,067,746 | $14.3M | 0.34% | −121,184−5.5% | Reduced |
| HSBC Holdings PLC | 1,869,685 | $14.1M | 0.01% | −11,178−0.6% | Reduced |
| Pinebridge Investments, L.P. | 1,927,648 | $13.4M | 0.11% | −154,909−7.4% | Reduced |
| Natixis Advisors, L.P. | 1,919,215 | $13.3M | 0.03% | +5,855+0.3% | Added |
| SPX Equities Gestao de Recursos Ltda | 1,721,832 | $11.9M | 1.04% | −2,301,265−57.2% | Reduced |
| GQG Partners LLC | 1,592,788 | $11.0M | 0.02% | −1,772,334−52.7% | Reduced |
| Earnest Partners LLC | 1,442,645 | $10.0M | 0.05% | −32,934−2.2% | Reduced |
| First Eagle Investment Management, LLC | 1,398,982 | $9.69M | 0.02% | +109,259+8.5% | Added |
| Barings LLC | 1,376,861 | $9.54M | 0.24% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 1,336,989 | $9.27M | 0.01% | +352,716+35.8% | Added |
| Renaissance Group LLC | 1,205,760 | $8.36M | 0.32% | +4,273+0.4% | Added |
| Amundi | 1,363,141 | $8.22M | 0.00% | +43,011+3.3% | Added |
| BTG Pactual Global Asset Management Ltd | 1,181,390 | $8.19M | 2.62% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 1,123,471 | $7.79M | 0.09% | −5,358−0.5% | Reduced |
| Deprince Race & Zollo Inc | 1,087,835 | $7.54M | 0.16% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 1,018,354 | $7.06M | 0.00% | +127,220+14.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 976,292 | $6.77M | 0.07% | −3370.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,123,443 | $6.63M | 0.01% | −480,069−29.9% | Reduced |
| INCA Investments LLC | 928,079 | $6.43M | 2.77% | 00.0% | Unchanged |
| Oaktree Fund Advisors, LLC | 923,933 | $6.40M | 5.75% | +22,258+2.5% | Added |
| Geode Capital Management, LLC | 877,859 | $6.08M | 0.00% | −1,048−0.1% | Reduced |
| Trillium Asset Management, LLC | 873,603 | $6.05M | 0.15% | +4,102+0.5% | Added |
| Thrivent Financial for Lutherans | 839,748 | $5.82M | 0.01% | +38,800+4.8% | Added |
| Formuepleje A/S | 822,526 | $5.70M | 0.32% | −101,682−11.0% | Reduced |
| Ramirez Asset Management, Inc. | 778,996 | $5.40M | 1.09% | +419,197+116.5% | Added |
| Deutsche Bank AG | 769,895 | $5.34M | 0.00% | −200,000−20.6% | Reduced |
| Moran Wealth Management, LLC | 760,934 | $5.27M | 0.17% | −15,649−2.0% | Reduced |
| Storebrand Asset Management AS | 747,521 | $5.18M | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 700,000 | $4.85M | 0.02% | 00.0% | Unchanged |
| Vinland Capital Management Gestora de Recursos LTDA. | 679,270 | $4.71M | 3.92% | −2,559,480−79.0% | Reduced |
| Nordea Investment Management AB | 677,122 | $4.69M | 0.01% | +136,234+25.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 671,262 | $4.65M | 0.02% | −37,952−5.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 640,355 | $4.44M | 0.01% | +21,000+3.4% | Added |
| Employees Retirement System of Texas | 595,704 | $4.13M | 0.05% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 573,754 | $3.98M | 0.11% | −226,036−28.3% | Reduced |
| Rhumbline Advisers | 530,775 | $3.68M | 0.00% | −95,131−15.2% | Reduced |
| Crossmark Global Holdings, Inc. | 513,889 | $3.56M | 0.07% | −23,228−4.3% | Reduced |
| Jane Street Group, LLC | 507,037 | $3.49M | 0.00% | +169,866+50.4% | Added |
| Wells Fargo & Company | 489,060 | $3.39M | 0.00% | −835−0.2% | Reduced |
| Madison Asset Management, LLC | 480,330 | $3.33M | 0.04% | −19,089−3.8% | Reduced |
| Royal Bank of Canada | 462,877 | $3.21M | 0.00% | +64,165+16.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 456,696 | $3.16M | 0.01% | +290,364+174.6% | Added |
| Daiwa Securities Group Inc. | 454,347 | $3.15M | 0.02% | −49,000−9.7% | Reduced |
| Liontrust Investment Partners LLP | 446,179 | $3.09M | 0.04% | −40,000−8.2% | Reduced |
| Banque Cantonale Vaudoise | 440,000 | $3.05M | 0.12% | 00.0% | Unchanged |
| Barclays PLC | 436,220 | $3.02M | 0.00% | −7,944−1.8% | Reduced |