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 |
|---|---|---|---|---|---|
| Cloverfields Capital Group, LP | 217,501 | $1.51M | 0.51% | −561−0.3% | Reduced |
| BNP Paribas Arbitrage, SA | 226,073 | $1.57M | 0.00% | +21,446+10.5% | Added |
| Pzena Investment Management LLC | 230,664 | $1.60M | 0.01% | +941+0.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 231,688 | $1.61M | 0.11% | −56,000−19.5% | Reduced |
| LPL Financial LLC | 237,887 | $1.65M | 0.00% | +2,399+1.0% | Added |
| Nuveen Asset Management, LLC | 238,266 | $1.65M | 0.00% | +3,867+1.6% | Added |
| Eagle Global Advisors LLC | 294,000 | $2.04M | 0.11% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 299,613 | $2.08M | 0.08% | +6,457+2.2% | Added |
| Quattro Financial Advisors LLC | 300,000 | $2.08M | 0.59% | +299,993+4,285,614.3% | Added |
| Quantitative Investment Management, LLC | 319,599 | $2.21M | 0.13% | −164,844−34.0% | Reduced |
| Longfellow Investment Management Co LLC | 325,768 | $2.26M | 0.51% | 00.0% | Unchanged |
| Investidor Profissional Gestao de Recursos Ltda. | 330,922 | $2.29M | 1.70% | −35,664−9.7% | Reduced |
| Raymond James & Associates | 332,248 | $2.30M | 0.00% | −9,551−2.8% | Reduced |
| Calamos Advisors LLC | 350,561 | $2.43M | 0.01% | −17,540−4.8% | Reduced |
| AQR Capital Management LLC | 365,783 | $2.53M | 0.00% | +148,637+68.5% | Added |
| Parkwood LLC | 371,763 | $2.58M | 0.27% | +371,763 | New |
| Cubist Systematic Strategies, LLC | 377,246 | $2.61M | 0.03% | +377,246 | New |
| Brandywine Global Investment Management, LLC | 378,359 | $2.62M | 0.02% | +15,300+4.2% | Added |
| VPR Management LLC | 386,597 | $2.68M | 0.74% | 00.0% | Unchanged |
| Anthracite Investment Company, Inc. | 400,000 | $2.77M | 1.40% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 408,920 | $2.83M | 0.00% | −16,648−3.9% | Reduced |
| Abn Amro Investment Solutions | 427,125 | $2.96M | 0.05% | −11,531−2.6% | Reduced |
| Invesco Ltd. | 434,564 | $3.01M | 0.00% | +60,150+16.1% | Added |
| DekaBank Deutsche Girozentrale | 440,000 | $3.02M | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 436,220 | $3.02M | 0.00% | −7,944−1.8% | Reduced |
| Banque Cantonale Vaudoise | 440,000 | $3.05M | 0.12% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 446,179 | $3.09M | 0.04% | −40,000−8.2% | Reduced |
| Daiwa Securities Group Inc. | 454,347 | $3.15M | 0.02% | −49,000−9.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 456,696 | $3.16M | 0.01% | +290,364+174.6% | Added |
| Royal Bank of Canada | 462,877 | $3.21M | 0.00% | +64,165+16.1% | Added |
| Madison Asset Management, LLC | 480,330 | $3.33M | 0.04% | −19,089−3.8% | Reduced |
| Wells Fargo & Company | 489,060 | $3.39M | 0.00% | −835−0.2% | Reduced |
| Jane Street Group, LLC | 507,037 | $3.49M | 0.00% | +169,866+50.4% | Added |
| Crossmark Global Holdings, Inc. | 513,889 | $3.56M | 0.07% | −23,228−4.3% | Reduced |
| Rhumbline Advisers | 530,775 | $3.68M | 0.00% | −95,131−15.2% | Reduced |
| Northwest & Ethical Investments L.P. | 573,754 | $3.98M | 0.11% | −226,036−28.3% | Reduced |
| Employees Retirement System of Texas | 595,704 | $4.13M | 0.05% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 640,355 | $4.44M | 0.01% | +21,000+3.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 671,262 | $4.65M | 0.02% | −37,952−5.4% | Reduced |
| Nordea Investment Management AB | 677,122 | $4.69M | 0.01% | +136,234+25.2% | Added |
| Vinland Capital Management Gestora de Recursos LTDA. | 679,270 | $4.71M | 3.92% | −2,559,480−79.0% | Reduced |
| STRS Ohio | 700,000 | $4.85M | 0.02% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 747,521 | $5.18M | 0.02% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 760,934 | $5.27M | 0.17% | −15,649−2.0% | Reduced |
| Deutsche Bank AG | 769,895 | $5.34M | 0.00% | −200,000−20.6% | Reduced |
| Ramirez Asset Management, Inc. | 778,996 | $5.40M | 1.09% | +419,197+116.5% | Added |
| Formuepleje A/S | 822,526 | $5.70M | 0.32% | −101,682−11.0% | Reduced |
| Thrivent Financial for Lutherans | 839,748 | $5.82M | 0.01% | +38,800+4.8% | Added |
| Trillium Asset Management, LLC | 873,603 | $6.05M | 0.15% | +4,102+0.5% | Added |
| Geode Capital Management, LLC | 877,859 | $6.08M | 0.00% | −1,048−0.1% | Reduced |
| Oaktree Fund Advisors, LLC | 923,933 | $6.40M | 5.75% | +22,258+2.5% | Added |
| INCA Investments LLC | 928,079 | $6.43M | 2.77% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 1,123,443 | $6.63M | 0.01% | −480,069−29.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 976,292 | $6.77M | 0.07% | −3370.0% | Reduced |
| Envestnet Asset Management Inc | 1,018,354 | $7.06M | 0.00% | +127,220+14.3% | Added |
| Deprince Race & Zollo Inc | 1,087,835 | $7.54M | 0.16% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 1,123,471 | $7.79M | 0.09% | −5,358−0.5% | Reduced |
| BTG Pactual Global Asset Management Ltd | 1,181,390 | $8.19M | 2.62% | 00.0% | Unchanged |
| Amundi | 1,363,141 | $8.22M | 0.00% | +43,011+3.3% | Added |
| Renaissance Group LLC | 1,205,760 | $8.36M | 0.32% | +4,273+0.4% | Added |
| Susquehanna International Group, LLP | 1,336,989 | $9.27M | 0.01% | +352,716+35.8% | Added |
| Barings LLC | 1,376,861 | $9.54M | 0.24% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 1,398,982 | $9.69M | 0.02% | +109,259+8.5% | Added |
| Earnest Partners LLC | 1,442,645 | $10.0M | 0.05% | −32,934−2.2% | Reduced |
| GQG Partners LLC | 1,592,788 | $11.0M | 0.02% | −1,772,334−52.7% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 1,721,832 | $11.9M | 1.04% | −2,301,265−57.2% | Reduced |
| Natixis Advisors, L.P. | 1,919,215 | $13.3M | 0.03% | +5,855+0.3% | Added |
| Pinebridge Investments, L.P. | 1,927,648 | $13.4M | 0.11% | −154,909−7.4% | Reduced |
| HSBC Holdings PLC | 1,869,685 | $14.1M | 0.01% | −11,178−0.6% | Reduced |
| Boston Common Asset Management, LLC | 2,067,746 | $14.3M | 0.34% | −121,184−5.5% | Reduced |
| Man Group plc | 2,319,276 | $16.1M | 0.04% | +2,230,645+2,516.8% | Added |
| Northern Trust Corp | 2,380,312 | $16.5M | 0.00% | −881,357−27.0% | Reduced |
| Citadel Advisors LLC | 2,402,325 | $16.6M | 0.02% | +2,285,413+1,954.8% | Added |
| USS Investment Management Ltd | 2,525,966 | $17.5M | 0.14% | 00.0% | Unchanged |
| Marshall Wace, LLP | 2,556,559 | $17.7M | 0.03% | −1,238,978−32.6% | Reduced |
| SEI Investments Co | 2,617,646 | $18.1M | 0.03% | −59,566−2.2% | Reduced |
| GMT Capital Corp | 2,642,000 | $18.3M | 0.72% | −2,076,200−44.0% | Reduced |
| Millennium Management LLC | 2,724,722 | $18.9M | 0.02% | +2,679,227+5,889.1% | Added |
| Legal & General Group Plc | 2,727,774 | $18.9M | 0.01% | 00.0% | Unchanged |
| Breakout Capital Partners, LP | 2,889,659 | $20.0M | 13.40% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 2,917,740 | $20.2M | 0.18% | +504,500+20.9% | Added |
| American Century Companies Inc | 3,224,339 | $22.3M | 0.01% | +161,484+5.3% | Added |
| Gemsstock Limited | 3,424,782 | $23.7M | 8.96% | +978,400+40.0% | Added |
| Lazard Asset Management LLC | 3,465,497 | $24.0M | 0.03% | −502,568−12.7% | Reduced |
| 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 |
| Driehaus Capital Management LLC | 4,008,441 | $27.8M | 0.28% | +4,008,441 | New |
| NS Partners Ltd | 4,212,128 | $29.2M | 1.34% | +5,000+0.1% | Added |
| State of New Jersey Common Pension Fund D | 4,327,709 | $30.0M | 0.09% | −107,435−2.4% | Reduced |
| Morgan Stanley | 4,825,305 | $33.4M | 0.00% | −3,773,072−43.9% | Reduced |
| Todd Asset Management LLC | 5,254,856 | $36.4M | 0.74% | +426,745+8.8% | Added |
| Bank of America Corp | 5,281,459 | $36.6M | 0.00% | +497,554+10.4% | Added |
| Russell Investments Group, Ltd. | 5,346,259 | $37.0M | 0.06% | +59,497+1.1% | Added |
| Mondrian Investment Partners LTD | 5,479,858 | $38.0M | 0.52% | −9,661−0.2% | Reduced |
| Renaissance Technologies LLC | 5,501,274 | $38.1M | 0.06% | +548,200+11.1% | Added |
| Harding Loevner LP | 5,947,802 | $41.2M | 0.25% | −2,722,326−31.4% | Reduced |
| UBS Group AG | 5,977,740 | $41.4M | 0.01% | +1,193,871+25.0% | Added |
| Victory Capital Management Inc | 6,554,936 | $45.4M | 0.04% | −460,692−6.6% | Reduced |
| Citigroup Inc | 8,207,897 | $56.9M | 0.06% | −2,235,787−21.4% | Reduced |
| Capital World Investors | 8,654,237 | $60.0M | 0.01% | +3,390,463+64.4% | Added |