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 |
|---|---|---|---|---|---|
| Northcape Capital Pty Ltd | 9,044,815 | $62.7M | 7.20% | +90,266+1.0% | Added |
| Baillie Gifford & Co | 9,225,765 | $63.9M | 0.05% | −5,808,301−38.6% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 9,393,251 | $65.1M | 1.04% | +219,179+2.4% | Added |
| Macquarie Group Ltd | 9,866,681 | $68.4M | 0.08% | −72,400−0.7% | Reduced |
| Seafarer Capital Partners, LLC | 10,174,000 | $70.5M | 20.61% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 10,797,681 | $74.8M | 0.02% | +646,763+6.4% | Added |
| State Street Corp | 11,694,500 | $81.6M | 0.00% | −353,554−2.9% | Reduced |
| Carmignac Gestion | 13,452,687 | $93.2M | 1.47% | +122,600+0.9% | Added |
| Antipodes Partners Ltd | 13,684,096 | $94.8M | 3.00% | −3,971,124−22.5% | Reduced |
| Capital Research Global Investors | 15,262,082 | $105.8M | 0.02% | +12,539,737+460.6% | Added |
| Arrowstreet Capital, Limited Partnership | 15,492,229 | $107.4M | 0.10% | +6,093,653+64.8% | Added |
| Goldman Sachs Group Inc | 15,752,222 | $109.2M | 0.02% | −37,444,288−70.4% | Reduced |
| Dodge & Cox | 15,806,905 | $109.5M | 0.06% | −104,000−0.7% | Reduced |
| Itau Unibanco Holding S.A. | 23,288,427 | $156.1M | 6.69% | −7,372,400−24.0% | Reduced |
| BlackRock Inc. | 24,017,989 | $166.4M | 0.00% | −795,216−3.2% | Reduced |
| Vanguard Group Inc | 24,898,168 | $172.5M | 0.00% | −1,473,640−5.6% | Reduced |
| Franklin Resources Inc | 27,563,590 | $191.0M | 0.06% | −47,662−0.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 31,668,346 | $219.5M | 0.48% | +2,424,309+8.3% | Added |
| William Blair Investment Management, LLC | 33,040,433 | $229.0M | 0.59% | +21,720,091+191.9% | Added |
| Perpetual Ltd | 40,202,714 | $278.6M | 2.72% | −2,360,591−5.5% | Reduced |
| Fisher Asset Management, LLC | 48,891,595 | $338.8M | 0.16% | −3,430,895−6.6% | Reduced |
| Westwood Global Investments, LLC | 59,875,447 | $414.9M | 18.90% | −3,168,409−5.0% | Reduced |
| JPMorgan Chase & Co | 71,738,861 | $497.2M | 0.04% | +10,842,768+17.8% | Added |
| Schroder Investment Management Group | 80,161,169 | $555.5M | 0.65% | −8,140,894−9.2% | Reduced |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −3,558,200−100.0% | Sold out |
| Slate Path Capital LP | 0 | $0 | 0.00% | −3,445,000−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −751,744−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −475,635−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −443,725−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −222,174−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −89,176−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −86,600−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −67,390−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −52,482−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −51,063−100.0% | Sold out |
| Commerzbank Aktiengesellschaft | 0 | $0 | 0.00% | −50,866−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −49,063−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −32,738−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −22,496−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −22,496−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −22,302−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −14,792−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −14,258−100.0% | Sold out |
| QCM Cayman, Ltd. | 0 | $0 | 0.00% | −11,464−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −10,537−100.0% | Sold out |
| Wambolt & Associates, LLC | 0 | $0 | 0.00% | −10,532−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −3,617−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −642−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −438−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −198−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| Moreno Evelyn V | – | – | – | – | Not filed |