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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 440,000 | $3.02M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 434,564 | $3.01M | 0.00% | +60,150+16.1% | Added |
| Abn Amro Investment Solutions | 427,125 | $2.96M | 0.05% | −11,531−2.6% | Reduced |
| Clearbridge Investments, LLC | 408,920 | $2.83M | 0.00% | −16,648−3.9% | Reduced |
| Anthracite Investment Company, Inc. | 400,000 | $2.77M | 1.40% | 00.0% | Unchanged |
| VPR Management LLC | 386,597 | $2.68M | 0.74% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 378,359 | $2.62M | 0.02% | +15,300+4.2% | Added |
| Cubist Systematic Strategies, LLC | 377,246 | $2.61M | 0.03% | +377,246 | New |
| Parkwood LLC | 371,763 | $2.58M | 0.27% | +371,763 | New |
| AQR Capital Management LLC | 365,783 | $2.53M | 0.00% | +148,637+68.5% | Added |
| Calamos Advisors LLC | 350,561 | $2.43M | 0.01% | −17,540−4.8% | Reduced |
| Raymond James & Associates | 332,248 | $2.30M | 0.00% | −9,551−2.8% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 330,922 | $2.29M | 1.70% | −35,664−9.7% | Reduced |
| Longfellow Investment Management Co LLC | 325,768 | $2.26M | 0.51% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 319,599 | $2.21M | 0.13% | −164,844−34.0% | Reduced |
| Quattro Financial Advisors LLC | 300,000 | $2.08M | 0.59% | +299,993+4,285,614.3% | Added |
| Baker Avenue Asset Management, LP | 299,613 | $2.08M | 0.08% | +6,457+2.2% | Added |
| Eagle Global Advisors LLC | 294,000 | $2.04M | 0.11% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 238,266 | $1.65M | 0.00% | +3,867+1.6% | Added |
| LPL Financial LLC | 237,887 | $1.65M | 0.00% | +2,399+1.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 231,688 | $1.61M | 0.11% | −56,000−19.5% | Reduced |
| Pzena Investment Management LLC | 230,664 | $1.60M | 0.01% | +941+0.4% | Added |
| BNP Paribas Arbitrage, SA | 226,073 | $1.57M | 0.00% | +21,446+10.5% | Added |
| Cloverfields Capital Group, LP | 217,501 | $1.51M | 0.51% | −561−0.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 211,008 | $1.46M | 0.02% | +60,266+40.0% | Added |
| Old Mission Capital LLC | 210,789 | $1.46M | 0.04% | +100,094+90.4% | Added |
| CIBC World Markets Inc. | 205,359 | $1.42M | 0.00% | +205,359 | New |
| FMR LLC | 191,445 | $1.33M | 0.00% | +16,575+9.5% | Added |
| UBS Asset Management Americas Inc | 189,840 | $1.32M | 0.00% | −1,200−0.6% | Reduced |
| AXA S.A. | 186,522 | $1.29M | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 185,128 | $1.28M | 0.05% | −32,237−14.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 184,254 | $1.28M | 0.11% | +87,009+89.5% | Added |
| Channing Global Advisors, LLC | 180,884 | $1.25M | 1.06% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 181,581 | $1.23M | 0.02% | −9,956−5.2% | Reduced |
| Ethic Inc. | 174,345 | $1.21M | 0.03% | +54,148+45.0% | Added |
| Euro Pacific Asset Management, LLC | 174,079 | $1.21M | 0.25% | −850−0.5% | Reduced |
| Dimensional Fund Advisors LP | 171,105 | $1.19M | 0.00% | +38,021+28.6% | Added |
| US Bancorp | 169,128 | $1.17M | 0.00% | −44,942−21.0% | Reduced |
| Lord, Abbett & Co. LLC | 160,810 | $1.11M | 0.00% | +160,810 | New |
| Pathstone Holdings, LLC | 156,057 | $1.08M | 0.01% | −10,037−6.0% | Reduced |
| Point72 Asset Management, L.P. | 151,200 | $1.05M | 0.00% | +127,100+527.4% | Added |
| Engineers Gate Manager LP | 145,937 | $1.01M | 0.03% | +145,937 | New |
| Mirabaud Asset Management Ltd | 141,032 | $977.4K | 0.39% | −65,810−31.8% | Reduced |
| Quantbot Technologies LP | 139,108 | $964.0K | 0.05% | −419,544−75.1% | Reduced |
| Qtron Investments LLC | 133,539 | $925.4K | 0.13% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 132,703 | $919.6K | 0.00% | −6,000−4.3% | Reduced |
| The PNC Financial Services Group, Inc. | 129,072 | $894.5K | 0.00% | −139−0.1% | Reduced |
| Fifth Third Bancorp | 125,558 | $870.1K | 0.00% | −14,729−10.5% | Reduced |
| Centiva Capital, LP | 114,053 | $790.4K | 0.04% | +114,053 | New |
| Symmetry Partners, LLC | 113,848 | $789.0K | 0.06% | +35,771+45.8% | Added |
| Pekin Hardy Strauss, Inc. | 110,500 | $765.2K | 0.10% | 00.0% | Unchanged |
| Whittier Trust Co | 108,295 | $750.5K | 0.01% | +16,040+17.4% | Added |
| Solstein Capital, LLC | 108,200 | $749.8K | 0.52% | +11,100+11.4% | Added |
| Eqis Capital Management, Inc. | 103,522 | $717.4K | 0.06% | −41,728−28.7% | Reduced |
| Diversified Trust Co | 100,873 | $699.0K | 0.02% | −158−0.2% | Reduced |
| QRG Capital Management, Inc. | 97,387 | $674.9K | 0.01% | +65,688+207.2% | Added |
| Bank of New York Mellon Corp | 95,206 | $659.8K | 0.00% | −792−0.8% | Reduced |
| Veriti Management LLC | 94,202 | $652.8K | 0.05% | −3,502−3.6% | Reduced |
| Group One Trading, L.P. | 93,384 | $647.2K | 0.02% | +93,384 | New |
| Mariner, LLC | 92,619 | $641.8K | 0.00% | +9,152+11.0% | Added |
| Legacy Wealth Asset Management, LLC | 89,656 | $621.3K | 0.17% | −2,894−3.1% | Reduced |
| Guggenheim Capital LLC | 84,728 | $587.2K | 0.00% | +37,288+78.6% | Added |
| Jump Financial, LLC | 84,707 | $587.0K | 0.02% | +72,452+591.2% | Added |
| Yousif Capital Management, LLC | 79,051 | $547.8K | 0.01% | +830+1.1% | Added |
| Fox Run Management, L.L.C. | 77,745 | $538.8K | 0.12% | +77,745 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 77,000 | $533.6K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 75,672 | $524.4K | 0.01% | −6,195−7.6% | Reduced |
| London & Capital Asset Management Ltd | 75,000 | $519.8K | 0.04% | 00.0% | Unchanged |
| Cerity Partners LLC | 74,978 | $519.6K | 0.00% | +16,477+28.2% | Added |
| Seven Eight Capital, LP | 73,663 | $510.5K | 0.05% | +73,663 | New |
| Altfest L J & Co Inc | 73,065 | $506.0K | 0.07% | +3,391+4.9% | Added |
| Trexquant Investment LP | 71,751 | $497.2K | 0.01% | +71,751 | New |
| Prelude Capital Management, LLC | 71,000 | $492.0K | 0.03% | +23,301+48.9% | Added |
| Deltec Asset Management LLC | 70,500 | $488.6K | 0.10% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 69,712 | $483.1K | 0.07% | 00.0% | Unchanged |
| JustInvest LLC | 66,493 | $460.8K | 0.01% | +21,648+48.3% | Added |
| Groupama Asset Managment | 65,892 | $456.6K | 0.01% | −147,210−69.1% | Reduced |
| Wealth Alliance | 65,569 | $454.4K | 0.06% | +3,474+5.6% | Added |
| Congress Wealth Management LLC | 60,762 | $421.1K | 0.01% | −12,144−16.7% | Reduced |
| Axq Capital, LP | 58,900 | $408.2K | 0.10% | −73,100−55.4% | Reduced |
| Squarepoint Ops LLC | 56,811 | $393.7K | 0.00% | +56,811 | New |
| Mackenzie Financial Corp | 56,641 | $392.5K | 0.00% | +15,300+37.0% | Added |
| Advisors Asset Management, Inc. | 56,126 | $389.0K | 0.01% | −725−1.3% | Reduced |
| Atomi Financial Group, Inc. | 55,946 | $387.7K | 0.04% | +55,946 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 55,250 | $382.9K | 0.00% | −46,089−45.5% | Reduced |
| Johnson Investment Counsel Inc | 54,795 | $379.7K | 0.00% | +1,395+2.6% | Added |
| Qube Research & Technologies Ltd | 53,800 | $372.8K | 0.00% | 00.0% | Unchanged |
| Financial Counselors Inc | 52,271 | $362.2K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 49,700 | $344.4K | 0.01% | −414,700−89.3% | Reduced |
| Advisor Group Holdings, Inc. | 47,273 | $327.6K | 0.00% | −12,390−20.8% | Reduced |
| HBK Sorce Advisory LLC | 46,348 | $321.2K | 0.01% | −368−0.8% | Reduced |
| Truist Financial Corp | 44,396 | $307.7K | 0.00% | +929+2.1% | Added |
| CAPROCK Group, Inc. | 44,281 | $307.2K | 0.02% | +17,629+66.1% | Added |
| Sequoia Financial Advisors, LLC | 41,824 | $289.8K | 0.00% | +1,435+3.6% | Added |
| Spire Wealth Management | 41,448 | $287.2K | 0.01% | +41,081+11,193.7% | Added |
| Two Sigma Securities, LLC | 37,669 | $261.0K | 0.01% | +37,669 | New |
| Envestnet Portfolio Solutions, Inc. | 37,623 | $260.6K | 0.00% | +364+1.0% | Added |
| Atlas Capital Advisors LLC | 37,402 | $259.2K | 0.04% | −9,386−20.1% | Reduced |
| Mercer Global Advisors Inc | 36,461 | $255.0K | 0.00% | +36,461 | New |
| Sompo Asset Management Co., Ltd. | 36,020 | $249.6K | 0.04% | +2,210+6.5% | Added |