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, Q2 2024
Institutional positions in Itau Unibanco Holding S.A. as of Jun 30, 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
- 334
- +14 vs. Q1 2024
- Shares held
- 838.9M
- +28.0M (+3.5%) vs. Q1 2024
- Total value
- $4.90B
- −$714.8M (−12.7%) vs. Q1 2024
- New holders
- 47
- 99 more added
- Sold out
- 33
- 121 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 85,632,024 | $500.1M | 0.55% | +5,470,855+6.8% | Added |
| Westwood Global Investments, LLC | 59,439,217 | $347.1M | 17.30% | −436,230−0.7% | Reduced |
| JPMorgan Chase & Co | 48,225,211 | $281.6M | 0.02% | −23,513,650−32.8% | Reduced |
| Fisher Asset Management, LLC | 47,701,125 | $278.6M | 0.12% | −1,190,470−2.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 41,004,606 | $239.5M | 0.21% | +25,512,377+164.7% | Added |
| Robeco Institutional Asset Management B.V. | 38,989,490 | $227.7M | 0.49% | +7,321,144+23.1% | Added |
| William Blair Investment Management, LLC | 37,928,532 | $221.5M | 0.58% | +4,888,099+14.8% | Added |
| Franklin Resources Inc | 27,553,197 | $160.9M | 0.05% | −10,3930.0% | Reduced |
| Vanguard Group Inc | 24,881,570 | $145.3M | 0.00% | −16,598−0.1% | Reduced |
| Itau Unibanco Holding S.A. | 23,818,027 | $134.6M | 5.54% | +529,600+2.3% | Added |
| Price T Rowe Associates Inc | 22,596,294 | $132.0M | 0.02% | +22,596,294 | New |
| BlackRock Inc. | 22,429,556 | $131.0M | 0.00% | −1,588,433−6.6% | Reduced |
| Carmignac Gestion | 16,118,173 | $94.1M | 1.61% | +2,665,486+19.8% | Added |
| Capital Research Global Investors | 15,242,063 | $89.0M | 0.02% | −20,019−0.1% | Reduced |
| Dodge & Cox | 15,228,405 | $88.9M | 0.05% | −578,500−3.7% | Reduced |
| Perpetual Ltd | 12,503,111 | $73.0M | 0.79% | −27,699,603−68.9% | Reduced |
| State Street Corp | 11,660,986 | $69.2M | 0.00% | −33,514−0.3% | Reduced |
| Antipodes Partners Ltd | 10,909,651 | $63.7M | 2.31% | −2,774,445−20.3% | Reduced |
| Two Sigma Investments, LP | 10,855,937 | $63.4M | 0.15% | +10,855,937 | New |
| Capital World Investors | 10,179,510 | $59.4M | 0.01% | +1,525,273+17.6% | Added |
| Seafarer Capital Partners, LLC | 10,174,000 | $59.4M | 20.28% | 00.0% | Unchanged |
| Macquarie Group Ltd | 9,807,099 | $57.3M | 0.07% | −59,582−0.6% | Reduced |
| Northcape Capital Pty Ltd | 9,564,344 | $55.9M | 8.30% | +519,529+5.7% | Added |
| Ameriprise Financial Inc | 9,435,702 | $55.1M | 0.01% | −1,361,979−12.6% | Reduced |
| Baillie Gifford & Co | 9,125,793 | $53.3M | 0.04% | −99,972−1.1% | Reduced |
| Marshall Wace, LLP | 7,679,311 | $44.8M | 0.06% | +5,122,752+200.4% | Added |
| Driehaus Capital Management LLC | 7,114,571 | $41.5M | 0.40% | +3,106,130+77.5% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 6,646,166 | $38.8M | 0.67% | −2,747,085−29.2% | Reduced |
| Victory Capital Management Inc | 6,160,877 | $36.0M | 0.04% | −394,059−6.0% | Reduced |
| Bank of America Corp | 5,487,780 | $32.0M | 0.00% | +206,321+3.9% | Added |
| UBS Group AG | 5,360,965 | $31.3M | 0.01% | −616,775−10.3% | Reduced |
| Todd Asset Management LLC | 5,322,407 | $31.1M | 0.65% | +67,551+1.3% | Added |
| GMT Capital Corp | 5,084,700 | $29.7M | 1.10% | +2,442,700+92.5% | Added |
| Mondrian Investment Partners LTD | 4,917,679 | $29.6M | 0.46% | −562,179−10.3% | Reduced |
| Harding Loevner LP | 5,057,052 | $29.5M | 0.16% | −890,750−15.0% | Reduced |
| Millennium Management LLC | 4,753,825 | $27.8M | 0.02% | +2,029,103+74.5% | Added |
| Qube Research & Technologies Ltd | 4,614,106 | $26.9M | 0.05% | +4,560,306+8,476.4% | Added |
| Russell Investments Group, Ltd. | 4,600,192 | $26.9M | 0.04% | −746,067−14.0% | Reduced |
| Two Sigma Advisers, LP | 4,588,575 | $26.8M | 0.06% | +4,588,575 | New |
| Man Group plc | 4,421,392 | $25.8M | 0.07% | +2,102,116+90.6% | Added |
| NS Partners Ltd | 4,067,553 | $23.8M | 1.08% | −144,575−3.4% | Reduced |
| Northern Trust Corp | 3,971,908 | $23.2M | 0.00% | +1,591,596+66.9% | Added |
| New York State Common Retirement Fund | 3,955,718 | $23.1M | 0.03% | 00.0% | Unchanged |
| Wellington Management Group LLP | 3,955,718 | $23.1M | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 3,820,397 | $22.3M | 0.00% | −1,004,908−20.8% | Reduced |
| Lazard Asset Management LLC | 3,645,677 | $21.3M | 0.03% | +180,180+5.2% | Added |
| American Century Companies Inc | 3,390,965 | $19.8M | 0.01% | +166,626+5.2% | Added |
| State of New Jersey Common Pension Fund D | 3,111,489 | $18.2M | 0.08% | −1,216,220−28.1% | Reduced |
| Provida Pension Fund Administrator | 3,071,216 | $17.9M | 0.45% | +3,070,917+1,027,062.5% | Added |
| Teachers Retirement System of the State of Kentucky | 2,917,740 | $17.0M | 0.15% | 00.0% | Unchanged |
| Breakout Capital Partners, LP | 2,889,659 | $16.9M | 20.36% | 00.0% | Unchanged |
| GQG Partners LLC | 2,769,699 | $16.2M | 0.02% | +1,176,911+73.9% | Added |
| Legal & General Group Plc | 2,727,774 | $15.9M | 0.00% | 00.0% | Unchanged |
| USS Investment Management Ltd | 2,525,966 | $14.7M | 0.12% | 00.0% | Unchanged |
| SEI Investments Co | 2,513,795 | $14.7M | 0.02% | −103,851−4.0% | Reduced |
| Renaissance Technologies LLC | 2,423,474 | $14.2M | 0.02% | −3,077,800−55.9% | Reduced |
| Goldman Sachs Group Inc | 2,383,389 | $13.9M | 0.00% | −13,368,833−84.9% | Reduced |
| Citigroup Inc | 2,245,165 | $13.1M | 0.01% | −5,962,732−72.6% | Reduced |
| HSBC Holdings PLC | 2,047,728 | $12.9M | 0.01% | +178,043+9.5% | Added |
| Trexquant Investment LP | 2,082,100 | $12.2M | 0.19% | +2,010,349+2,801.8% | Added |
| Cubist Systematic Strategies, LLC | 1,985,215 | $11.6M | 0.20% | +1,607,969+426.2% | Added |
| INCA Investments LLC | 1,984,162 | $11.6M | 4.90% | +1,056,083+113.8% | Added |
| Natixis Advisors, L.P. | 1,849,943 | $10.8M | 0.02% | −69,272−3.6% | Reduced |
| Pinebridge Investments, L.P. | 1,757,613 | $10.3M | 0.08% | −170,035−8.8% | Reduced |
| D. E. Shaw & Co., Inc. | 1,631,536 | $9.53M | 0.01% | +1,631,536 | New |
| Boston Common Asset Management, LLC | 1,572,721 | $9.19M | 0.24% | −495,025−23.9% | Reduced |
| Jane Street Group, LLC | 1,529,766 | $8.93M | 0.01% | +1,022,729+201.7% | Added |
| First Eagle Investment Management, LLC | 1,509,424 | $8.82M | 0.02% | +110,442+7.9% | Added |
| Susquehanna International Group, LLP | 1,495,048 | $8.73M | 0.02% | +158,059+11.8% | Added |
| Amundi | 1,410,874 | $8.47M | 0.00% | +47,733+3.5% | Added |
| Earnest Partners LLC | 1,410,097 | $8.23M | 0.04% | −32,548−2.3% | Reduced |
| Barings LLC | 1,376,861 | $8.04M | 0.20% | 00.0% | Unchanged |
| Constellation Investimentos e Participacoes Ltda | 1,304,100 | $7.62M | 3.79% | +1,304,100 | New |
| Altrinsic Global Advisors LLC | 1,258,526 | $7.35M | 0.33% | +1,258,526 | New |
| Trillium Asset Management, LLC | 1,258,428 | $7.35M | 0.19% | +384,825+44.1% | Added |
| Ramirez Asset Management, Inc. | 1,243,956 | $7.26M | 1.48% | +464,960+59.7% | Added |
| Citadel Advisors LLC | 1,218,108 | $7.11M | 0.01% | −1,184,217−49.3% | Reduced |
| BTG Pactual Asset Management US LLC | 1,181,390 | $6.90M | 1.73% | +1,181,390 | New |
| Envestnet Asset Management Inc | 1,172,345 | $6.85M | 0.00% | +153,991+15.1% | Added |
| Renaissance Group LLC | 1,169,499 | $6.83M | 0.27% | −36,261−3.0% | Reduced |
| Deprince Race & Zollo Inc | 1,085,465 | $6.34M | 0.14% | −2,370−0.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 1,082,236 | $6.32M | 0.07% | +105,944+10.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,062,288 | $5.92M | 0.03% | −61,155−5.4% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 945,695 | $5.52M | 0.84% | −776,137−45.1% | Reduced |
| Quantbot Technologies LP | 883,563 | $5.16M | 0.25% | +744,455+535.2% | Added |
| Walleye Capital LLC | 878,765 | $5.13M | 0.05% | +864,968+6,269.2% | Added |
| Geode Capital Management, LLC | 875,001 | $5.11M | 0.00% | −2,858−0.3% | Reduced |
| Thrivent Financial for Lutherans | 836,936 | $4.89M | 0.01% | −2,812−0.3% | Reduced |
| Vinland Capital Management Gestora de Recursos LTDA. | 679,270 | $4.71M | 6.98% | 00.0% | Unchanged |
| Deutsche Bank AG | 769,895 | $4.50M | 0.00% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 763,765 | $4.46M | 0.15% | +2,831+0.4% | Added |
| Storebrand Asset Management AS | 747,521 | $4.37M | 0.01% | 00.0% | Unchanged |
| Oaktree Fund Advisors, LLC | 717,753 | $4.19M | 3.94% | −206,180−22.3% | Reduced |
| DekaBank Deutsche Girozentrale | 705,000 | $4.16M | 0.01% | +265,000+60.2% | Added |
| STRS Ohio | 700,000 | $4.09M | 0.02% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 665,294 | $3.89M | 0.02% | −5,968−0.9% | Reduced |
| Northwest & Ethical Investments L.P. | 573,754 | $3.35M | 0.10% | 00.0% | Unchanged |
| Anthracite Investment Company, Inc. | 567,739 | $3.32M | 1.76% | +167,739+41.9% | Added |
| Royal Bank of Canada | 497,996 | $2.91M | 0.00% | +35,119+7.6% | Added |
| Wells Fargo & Company | 481,209 | $2.81M | 0.00% | −7,851−1.6% | Reduced |