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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 20,763 | $123.0K | 0.00% | +752+3.8% | Added |
| Old National Bancorp | 21,188 | $123.7K | 0.00% | −162−0.8% | Reduced |
| United Capital Financial Advisers, LLC | 21,293 | $124.4K | 0.00% | −624−2.8% | Reduced |
| Gateway Investment Advisers LLC | 23,942 | $139.8K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 24,115 | $142.1K | 0.00% | −8,512−26.1% | Reduced |
| Ameraudi Asset Management, Inc. | 25,150 | $146.9K | 0.07% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 25,951 | $151.6K | 0.01% | +721+2.9% | Added |
| Knights of Columbus Asset Advisors LLC | 26,440 | $154.4K | 0.01% | +2,550+10.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 26,750 | $156.2K | 0.00% | −28,500−51.6% | Reduced |
| SG Americas Securities, LLC | 28,193 | $165.0K | 0.00% | +28,193 | New |
| Cetera Investment Advisers | 28,763 | $168.0K | 0.00% | −327−1.1% | Reduced |
| Stephens Inc | 28,826 | $168.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 28,682 | $171.5K | 0.00% | +448+1.6% | Added |
| Gould Asset Management LLC | 30,710 | $179.3K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 32,171 | $187.9K | 0.03% | +5,540+20.8% | Added |
| Sompo Asset Management Co., Ltd. | 33,430 | $195.2K | 0.03% | −2,590−7.2% | Reduced |
| Marietta Investment Partners LLC | 33,500 | $195.6K | 0.04% | 00.0% | Unchanged |
| Truist Financial Corp | 34,104 | $199.2K | 0.00% | −10,292−23.2% | Reduced |
| Mercer Global Advisors Inc | 34,200 | $199.7K | 0.00% | −2,261−6.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 34,538 | $201.7K | 0.01% | −1,113−3.1% | Reduced |
| Cable Hill Partners, LLC | 35,456 | $208.8K | 0.02% | +35,456 | New |
| Envestnet Portfolio Solutions, Inc. | 35,964 | $210.0K | 0.00% | −1,659−4.4% | Reduced |
| NewEdge Wealth, LLC | 36,825 | $215.1K | 0.00% | −713−1.9% | Reduced |
| Atlas Capital Advisors LLC | 37,402 | $218.4K | 0.03% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 37,611 | $219.6K | 0.07% | +37,611 | New |
| Tower Research Capital LLC (TRC) | 37,776 | $220.6K | 0.00% | +8,081+27.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 39,668 | $231.7K | 0.00% | +6,412+19.3% | Added |
| Pekin Hardy Strauss, Inc. | 40,500 | $236.5K | 0.03% | −70,000−63.3% | Reduced |
| Spire Wealth Management | 40,949 | $239.1K | 0.01% | −499−1.2% | Reduced |
| Sequoia Financial Advisors, LLC | 41,293 | $241.2K | 0.00% | −531−1.3% | Reduced |
| Blair William & Co | 41,367 | $241.6K | 0.00% | +14,893+56.3% | Added |
| Ronald Blue Trust, Inc. | 35,343 | $244.9K | 0.00% | +11,519+48.4% | Added |
| HBK Sorce Advisory LLC | 42,540 | $248.4K | 0.01% | −3,808−8.2% | Reduced |
| Eisler Capital (UK) Ltd. | 46,922 | $274.0K | 0.09% | +46,922 | New |
| Advisor Group Holdings, Inc. | 48,215 | $281.6K | 0.00% | +942+2.0% | Added |
| Candriam Luxembourg S.C.A. | 50,572 | $295.3K | 0.00% | +50,572 | New |
| Financial Counselors Inc | 52,169 | $304.7K | 0.00% | −102−0.2% | Reduced |
| CAPROCK Group, Inc. | 53,883 | $317.4K | 0.01% | +9,602+21.7% | Added |
| Johnson Investment Counsel Inc | 54,795 | $320.0K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 55,000 | $321.2K | 0.00% | −22,000−28.6% | Reduced |
| Cerity Partners LLC | 55,431 | $323.7K | 0.00% | −19,547−26.1% | Reduced |
| Mackenzie Financial Corp | 56,641 | $330.8K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 59,268 | $346.1K | 0.01% | +3,142+5.6% | Added |
| J. Safra Sarasin Holding AG | 59,300 | $346.3K | 0.01% | +59,300 | New |
| Congress Wealth Management LLC | 60,111 | $351.1K | 0.01% | −651−1.1% | Reduced |
| GWM Advisors LLC | 60,484 | $353.2K | 0.00% | +40,248+198.9% | Added |
| Banco Santander, S.A. | 60,704 | $354.5K | 0.00% | +26,551+77.7% | Added |
| JustInvest LLC | 60,726 | $354.6K | 0.01% | −5,767−8.7% | Reduced |
| Wealth Alliance | 62,572 | $365.4K | 0.05% | −2,997−4.6% | Reduced |
| Vident Advisory, LLC | 63,528 | $371.0K | 0.01% | −12,144−16.0% | Reduced |
| Deltec Asset Management LLC | 66,500 | $388.4K | 0.07% | −4,000−5.7% | Reduced |
| Prudential Financial Inc | 67,725 | $395.5K | 0.00% | +67,725 | New |
| Guggenheim Capital LLC | 70,061 | $409.2K | 0.00% | −14,667−17.3% | Reduced |
| Baldwin Investment Management, LLC | 73,956 | $431.9K | 0.06% | +4,244+6.1% | Added |
| London & Capital Asset Management Ltd | 75,000 | $438.0K | 0.04% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 77,510 | $443.4K | 0.11% | +54,385+235.2% | Added |
| Yousif Capital Management, LLC | 76,476 | $446.6K | 0.01% | −2,575−3.3% | Reduced |
| Symmetry Partners, LLC | 78,077 | $456.0K | 0.02% | −35,771−31.4% | Reduced |
| Prelude Capital Management, LLC | 81,500 | $476.0K | 0.04% | +10,500+14.8% | Added |
| Banque Cantonale Vaudoise | 90,000 | $526.0K | 0.02% | −350,000−79.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 91,409 | $533.8K | 0.15% | +1,753+2.0% | Added |
| Bank of New York Mellon Corp | 93,516 | $546.1K | 0.00% | −1,690−1.8% | Reduced |
| Scientech Research LLC | 94,297 | $550.7K | 0.11% | +94,297 | New |
| Mariner, LLC | 95,604 | $558.4K | 0.00% | +2,985+3.2% | Added |
| Veriti Management LLC | 95,888 | $560.0K | 0.03% | +1,686+1.8% | Added |
| QRG Capital Management, Inc. | 97,495 | $569.4K | 0.01% | +108+0.1% | Added |
| Capital Markets Trading UK LLP | 99,547 | $581.0K | 0.43% | +99,547 | New |
| Whittier Trust Co | 100,213 | $585.2K | 0.01% | −8,082−7.5% | Reduced |
| Diversified Trust Co | 100,548 | $587.2K | 0.02% | −325−0.3% | Reduced |
| Virtu Financial LLC | 104,456 | $610.0K | 0.04% | +104,456 | New |
| Solstein Capital, LLC | 108,200 | $631.9K | 0.41% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 114,659 | $669.6K | 0.04% | +114,659 | New |
| Point72 Asset Management, L.P. | 115,400 | $673.9K | 0.00% | −35,800−23.7% | Reduced |
| Atria Investments LLC | 122,577 | $715.8K | 0.01% | +122,577 | New |
| The PNC Financial Services Group, Inc. | 122,671 | $716.4K | 0.00% | −6,401−5.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 123,580 | $721.7K | 0.00% | −9,123−6.9% | Reduced |
| Fifth Third Bancorp | 125,236 | $731.4K | 0.00% | −322−0.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 128,799 | $752.2K | 0.00% | −327,897−71.8% | Reduced |
| Sanctuary Advisors, LLC | 124,525 | $784.5K | 0.01% | +124,525 | New |
| Aigen Investment Management, LP | 134,765 | $787.0K | 0.15% | +134,765 | New |
| Quadrature Capital Ltd | 138,658 | $809.8K | 0.01% | +138,658 | New |
| Qtron Investments LLC | 139,019 | $811.9K | 0.12% | +5,480+4.1% | Added |
| Pathstone Holdings, LLC | 145,332 | $851.9K | 0.00% | −10,725−6.9% | Reduced |
| Mirabaud Asset Management Ltd | 147,433 | $861.0K | 0.40% | +6,401+4.5% | Added |
| Nordea Investment Management AB | 150,163 | $874.7K | 0.00% | −526,959−77.8% | Reduced |
| Group One Trading, L.P. | 161,569 | $943.6K | 0.03% | +68,185+73.0% | Added |
| Ethic Inc. | 173,452 | $1.01M | 0.02% | −893−0.5% | Reduced |
| Euro Pacific Asset Management, LLC | 173,724 | $1.02M | 0.20% | −355−0.2% | Reduced |
| Engineers Gate Manager LP | 178,612 | $1.04M | 0.02% | +32,675+22.4% | Added |
| Campbell & CO Investment Adviser LLC | 179,313 | $1.05M | 0.09% | −4,941−2.7% | Reduced |
| FMR LLC | 185,030 | $1.08M | 0.00% | −6,415−3.4% | Reduced |
| Thornburg Investment Management Inc | 183,245 | $1.08M | 0.02% | +1,664+0.9% | Added |
| AXA S.A. | 186,522 | $1.09M | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 192,412 | $1.12M | 0.04% | +7,284+3.9% | Added |
| Schonfeld Strategic Advisors LLC | 192,783 | $1.13M | 0.01% | +192,783 | New |
| Cloverfields Capital Group, LP | 219,246 | $1.28M | 0.43% | +1,745+0.8% | Added |
| Dimensional Fund Advisors LP | 228,293 | $1.33M | 0.00% | +57,188+33.4% | Added |
| O'Shaughnessy Asset Management, LLC | 229,348 | $1.34M | 0.01% | +18,340+8.7% | Added |
| BNP Paribas Arbitrage, SA | 229,706 | $1.34M | 0.00% | +3,633+1.6% | Added |
| Pzena Investment Management LLC | 230,664 | $1.35M | 0.00% | 00.0% | Unchanged |