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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 20,943 | $145.0K | 0.00% | +5,553+36.1% | Added |
| National Bank of Canada | 23,236 | $147.3K | 0.00% | +15,800+212.5% | Added |
| Old National Bancorp | 21,350 | $148.0K | 0.00% | −6,182−22.5% | Reduced |
| Grey Street Capital, LLC | 21,568 | $149.6K | 0.02% | +21,568 | New |
| United Capital Financial Advisers, LLC | 21,917 | $151.9K | 0.00% | −761−3.4% | Reduced |
| Harbour Capital Advisors, LLC | 23,125 | $153.3K | 0.04% | +23,125 | New |
| Ronald Blue Trust, Inc. | 23,824 | $165.1K | 0.00% | +4,370+22.5% | Added |
| Knights of Columbus Asset Advisors LLC | 23,890 | $165.6K | 0.01% | +23,890 | New |
| Gateway Investment Advisers LLC | 23,942 | $165.9K | 0.00% | +23,942 | New |
| Ameraudi Asset Management, Inc. | 25,150 | $174.3K | 0.08% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 25,230 | $174.8K | 0.01% | −1,239−4.7% | Reduced |
| Blair William & Co | 26,474 | $183.5K | 0.00% | +26,474 | New |
| Leonteq Securities AG | 26,631 | $184.6K | 0.02% | −963−3.5% | Reduced |
| CIBC Private Wealth Group, LLC | 28,234 | $187.2K | 0.00% | +28,234 | New |
| Stephens Inc | 28,826 | $199.8K | 0.00% | +4,130+16.7% | Added |
| Cetera Investment Advisers | 29,090 | $201.5K | 0.00% | +16,721+135.2% | Added |
| Tower Research Capital LLC (TRC) | 29,695 | $205.8K | 0.00% | +17,197+137.6% | Added |
| Gould Asset Management LLC | 30,710 | $212.8K | 0.05% | −1,220−3.8% | Reduced |
| Cresset Asset Management, LLC | 32,627 | $226.3K | 0.00% | +32,627 | New |
| Wealth Enhancement Advisory Services, LLC | 33,256 | $230.4K | 0.00% | −5,674−14.6% | Reduced |
| Marietta Investment Partners LLC | 33,500 | $232.2K | 0.05% | −18,382−35.4% | Reduced |
| NewEdge Wealth, LLC | 37,538 | $234.6K | 0.01% | +2,426+6.9% | Added |
| Banco Santander, S.A. | 34,153 | $236.7K | 0.00% | −469−1.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 35,651 | $247.1K | 0.01% | +539+1.5% | Added |
| Sompo Asset Management Co., Ltd. | 36,020 | $249.6K | 0.04% | +2,210+6.5% | Added |
| Mercer Global Advisors Inc | 36,461 | $255.0K | 0.00% | +36,461 | New |
| Atlas Capital Advisors LLC | 37,402 | $259.2K | 0.04% | −9,386−20.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 37,623 | $260.6K | 0.00% | +364+1.0% | Added |
| Two Sigma Securities, LLC | 37,669 | $261.0K | 0.01% | +37,669 | New |
| Spire Wealth Management | 41,448 | $287.2K | 0.01% | +41,081+11,193.7% | Added |
| Sequoia Financial Advisors, LLC | 41,824 | $289.8K | 0.00% | +1,435+3.6% | Added |
| CAPROCK Group, Inc. | 44,281 | $307.2K | 0.02% | +17,629+66.1% | Added |
| Truist Financial Corp | 44,396 | $307.7K | 0.00% | +929+2.1% | Added |
| HBK Sorce Advisory LLC | 46,348 | $321.2K | 0.01% | −368−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 47,273 | $327.6K | 0.00% | −12,390−20.8% | Reduced |
| Aquatic Capital Management LLC | 49,700 | $344.4K | 0.01% | −414,700−89.3% | Reduced |
| Financial Counselors Inc | 52,271 | $362.2K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 53,800 | $372.8K | 0.00% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 54,795 | $379.7K | 0.00% | +1,395+2.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 55,250 | $382.9K | 0.00% | −46,089−45.5% | Reduced |
| Atomi Financial Group, Inc. | 55,946 | $387.7K | 0.04% | +55,946 | New |
| Advisors Asset Management, Inc. | 56,126 | $389.0K | 0.01% | −725−1.3% | Reduced |
| Mackenzie Financial Corp | 56,641 | $392.5K | 0.00% | +15,300+37.0% | Added |
| Squarepoint Ops LLC | 56,811 | $393.7K | 0.00% | +56,811 | New |
| Axq Capital, LP | 58,900 | $408.2K | 0.10% | −73,100−55.4% | Reduced |
| Congress Wealth Management LLC | 60,762 | $421.1K | 0.01% | −12,144−16.7% | Reduced |
| Wealth Alliance | 65,569 | $454.4K | 0.06% | +3,474+5.6% | Added |
| Groupama Asset Managment | 65,892 | $456.6K | 0.01% | −147,210−69.1% | Reduced |
| JustInvest LLC | 66,493 | $460.8K | 0.01% | +21,648+48.3% | Added |
| Baldwin Investment Management, LLC | 69,712 | $483.1K | 0.07% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 70,500 | $488.6K | 0.10% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 71,000 | $492.0K | 0.03% | +23,301+48.9% | Added |
| Trexquant Investment LP | 71,751 | $497.2K | 0.01% | +71,751 | New |
| Altfest L J & Co Inc | 73,065 | $506.0K | 0.07% | +3,391+4.9% | Added |
| Seven Eight Capital, LP | 73,663 | $510.5K | 0.05% | +73,663 | New |
| Cerity Partners LLC | 74,978 | $519.6K | 0.00% | +16,477+28.2% | Added |
| London & Capital Asset Management Ltd | 75,000 | $519.8K | 0.04% | 00.0% | Unchanged |
| Vident Advisory, LLC | 75,672 | $524.4K | 0.01% | −6,195−7.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 77,000 | $533.6K | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 77,745 | $538.8K | 0.12% | +77,745 | New |
| Yousif Capital Management, LLC | 79,051 | $547.8K | 0.01% | +830+1.1% | Added |
| Jump Financial, LLC | 84,707 | $587.0K | 0.02% | +72,452+591.2% | Added |
| Guggenheim Capital LLC | 84,728 | $587.2K | 0.00% | +37,288+78.6% | Added |
| Legacy Wealth Asset Management, LLC | 89,656 | $621.3K | 0.17% | −2,894−3.1% | Reduced |
| Mariner, LLC | 92,619 | $641.8K | 0.00% | +9,152+11.0% | Added |
| Group One Trading, L.P. | 93,384 | $647.2K | 0.02% | +93,384 | New |
| Veriti Management LLC | 94,202 | $652.8K | 0.05% | −3,502−3.6% | Reduced |
| Bank of New York Mellon Corp | 95,206 | $659.8K | 0.00% | −792−0.8% | Reduced |
| QRG Capital Management, Inc. | 97,387 | $674.9K | 0.01% | +65,688+207.2% | Added |
| Diversified Trust Co | 100,873 | $699.0K | 0.02% | −158−0.2% | Reduced |
| Eqis Capital Management, Inc. | 103,522 | $717.4K | 0.06% | −41,728−28.7% | Reduced |
| Solstein Capital, LLC | 108,200 | $749.8K | 0.52% | +11,100+11.4% | Added |
| Whittier Trust Co | 108,295 | $750.5K | 0.01% | +16,040+17.4% | Added |
| Pekin Hardy Strauss, Inc. | 110,500 | $765.2K | 0.10% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 113,848 | $789.0K | 0.06% | +35,771+45.8% | Added |
| Centiva Capital, LP | 114,053 | $790.4K | 0.04% | +114,053 | New |
| Fifth Third Bancorp | 125,558 | $870.1K | 0.00% | −14,729−10.5% | Reduced |
| The PNC Financial Services Group, Inc. | 129,072 | $894.5K | 0.00% | −139−0.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 132,703 | $919.6K | 0.00% | −6,000−4.3% | Reduced |
| Qtron Investments LLC | 133,539 | $925.4K | 0.13% | 00.0% | Unchanged |
| Quantbot Technologies LP | 139,108 | $964.0K | 0.05% | −419,544−75.1% | Reduced |
| Mirabaud Asset Management Ltd | 141,032 | $977.4K | 0.39% | −65,810−31.8% | Reduced |
| Engineers Gate Manager LP | 145,937 | $1.01M | 0.03% | +145,937 | New |
| Point72 Asset Management, L.P. | 151,200 | $1.05M | 0.00% | +127,100+527.4% | Added |
| Pathstone Holdings, LLC | 156,057 | $1.08M | 0.01% | −10,037−6.0% | Reduced |
| Lord, Abbett & Co. LLC | 160,810 | $1.11M | 0.00% | +160,810 | New |
| US Bancorp | 169,128 | $1.17M | 0.00% | −44,942−21.0% | Reduced |
| Dimensional Fund Advisors LP | 171,105 | $1.19M | 0.00% | +38,021+28.6% | Added |
| Euro Pacific Asset Management, LLC | 174,079 | $1.21M | 0.25% | −850−0.5% | Reduced |
| Ethic Inc. | 174,345 | $1.21M | 0.03% | +54,148+45.0% | Added |
| Thornburg Investment Management Inc | 181,581 | $1.23M | 0.02% | −9,956−5.2% | Reduced |
| Channing Global Advisors, LLC | 180,884 | $1.25M | 1.06% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 184,254 | $1.28M | 0.11% | +87,009+89.5% | Added |
| Profund Advisors LLC | 185,128 | $1.28M | 0.05% | −32,237−14.8% | Reduced |
| AXA S.A. | 186,522 | $1.29M | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 189,840 | $1.32M | 0.00% | −1,200−0.6% | Reduced |
| FMR LLC | 191,445 | $1.33M | 0.00% | +16,575+9.5% | Added |
| CIBC World Markets Inc. | 205,359 | $1.42M | 0.00% | +205,359 | New |
| Old Mission Capital LLC | 210,789 | $1.46M | 0.04% | +100,094+90.4% | Added |
| O'Shaughnessy Asset Management, LLC | 211,008 | $1.46M | 0.02% | +60,266+40.0% | Added |