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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 231,732 | $1.35M | 0.00% | +216,791+1,451.0% | Added |
| Simplex Trading, LLC | 237,520 | $1.39M | 0.04% | +237,520 | New |
| Nuveen Asset Management, LLC | 237,979 | $1.39M | 0.00% | −287−0.1% | Reduced |
| XTX Topco Ltd | 245,242 | $1.43M | 0.12% | +245,242 | New |
| LPL Financial LLC | 251,104 | $1.47M | 0.00% | +13,217+5.6% | Added |
| HRT Financial LP | 252,818 | $1.48M | 0.01% | +252,818 | New |
| Boston Partners | 253,026 | $1.48M | 0.00% | +253,026 | New |
| Calamos Advisors LLC | 258,626 | $1.51M | 0.01% | −91,935−26.2% | Reduced |
| Abn Amro Investment Solutions | 276,494 | $1.61M | 0.03% | −150,631−35.3% | Reduced |
| Aquatic Capital Management LLC | 277,000 | $1.62M | 0.06% | +227,300+457.3% | Added |
| Rhumbline Advisers | 282,026 | $1.65M | 0.00% | −248,749−46.9% | Reduced |
| US Bancorp | 285,201 | $1.67M | 0.00% | +116,073+68.6% | Added |
| UBS Oconnor LLC | 292,031 | $1.71M | 0.05% | +292,031 | New |
| Eagle Global Advisors LLC | 294,000 | $1.72M | 0.09% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 298,696 | $1.74M | 0.06% | −917−0.3% | Reduced |
| Quattro Financial Advisors LLC | 300,000 | $1.75M | 0.46% | 00.0% | Unchanged |
| Raymond James & Associates | 318,816 | $1.86M | 0.00% | −13,432−4.0% | Reduced |
| Longfellow Investment Management Co LLC | 325,768 | $1.90M | 0.48% | 00.0% | Unchanged |
| AQR Capital Management LLC | 328,023 | $1.92M | 0.00% | −37,760−10.3% | Reduced |
| Liontrust Investment Partners LLP | 338,283 | $1.98M | 0.03% | −107,896−24.2% | Reduced |
| Jump Financial, LLC | 360,524 | $2.11M | 0.04% | +275,817+325.6% | Added |
| Brandywine Global Investment Management, LLC | 378,359 | $2.21M | 0.02% | 00.0% | Unchanged |
| Investidor Profissional Gestao de Recursos Ltda. | 386,007 | $2.25M | 1.98% | +55,085+16.6% | Added |
| VPR Management LLC | 386,597 | $2.26M | 0.84% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 394,414 | $2.30M | 0.00% | −14,506−3.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 395,400 | $2.31M | 0.01% | −244,955−38.3% | Reduced |
| Invesco Ltd. | 408,308 | $2.38M | 0.00% | −26,256−6.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 409,047 | $2.39M | 0.01% | +409,047 | New |
| Cullen Capital Management LLC | 411,456 | $2.40M | 0.03% | −712,015−63.4% | Reduced |
| Daiwa Securities Group Inc. | 430,347 | $2.51M | 0.01% | −24,000−5.3% | Reduced |
| Balyasny Asset Management LLC | 444,658 | $2.60M | 0.01% | +444,658 | New |
| Madison Asset Management, LLC | 456,036 | $2.66M | 0.03% | −24,294−5.1% | Reduced |
| Barclays PLC | 465,259 | $2.72M | 0.00% | +29,039+6.7% | Added |
| Crossmark Global Holdings, Inc. | 467,441 | $2.73M | 0.05% | −46,448−9.0% | Reduced |
| Wells Fargo & Company | 481,209 | $2.81M | 0.00% | −7,851−1.6% | Reduced |
| Royal Bank of Canada | 497,996 | $2.91M | 0.00% | +35,119+7.6% | Added |
| Anthracite Investment Company, Inc. | 567,739 | $3.32M | 1.76% | +167,739+41.9% | Added |
| Northwest & Ethical Investments L.P. | 573,754 | $3.35M | 0.10% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 665,294 | $3.89M | 0.02% | −5,968−0.9% | Reduced |
| STRS Ohio | 700,000 | $4.09M | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 705,000 | $4.16M | 0.01% | +265,000+60.2% | Added |
| Oaktree Fund Advisors, LLC | 717,753 | $4.19M | 3.94% | −206,180−22.3% | Reduced |
| Storebrand Asset Management AS | 747,521 | $4.37M | 0.01% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 763,765 | $4.46M | 0.15% | +2,831+0.4% | Added |
| Deutsche Bank AG | 769,895 | $4.50M | 0.00% | 00.0% | Unchanged |
| Vinland Capital Management Gestora de Recursos LTDA. | 679,270 | $4.71M | 6.98% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 836,936 | $4.89M | 0.01% | −2,812−0.3% | Reduced |
| Geode Capital Management, LLC | 875,001 | $5.11M | 0.00% | −2,858−0.3% | Reduced |
| Walleye Capital LLC | 878,765 | $5.13M | 0.05% | +864,968+6,269.2% | Added |
| Quantbot Technologies LP | 883,563 | $5.16M | 0.25% | +744,455+535.2% | Added |
| SPX Equities Gestao de Recursos Ltda | 945,695 | $5.52M | 0.84% | −776,137−45.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,062,288 | $5.92M | 0.03% | −61,155−5.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 1,082,236 | $6.32M | 0.07% | +105,944+10.9% | Added |
| Deprince Race & Zollo Inc | 1,085,465 | $6.34M | 0.14% | −2,370−0.2% | Reduced |
| Renaissance Group LLC | 1,169,499 | $6.83M | 0.27% | −36,261−3.0% | Reduced |
| Envestnet Asset Management Inc | 1,172,345 | $6.85M | 0.00% | +153,991+15.1% | Added |
| BTG Pactual Asset Management US LLC | 1,181,390 | $6.90M | 1.73% | +1,181,390 | New |
| Citadel Advisors LLC | 1,218,108 | $7.11M | 0.01% | −1,184,217−49.3% | Reduced |
| Ramirez Asset Management, Inc. | 1,243,956 | $7.26M | 1.48% | +464,960+59.7% | Added |
| Trillium Asset Management, LLC | 1,258,428 | $7.35M | 0.19% | +384,825+44.1% | Added |
| Altrinsic Global Advisors LLC | 1,258,526 | $7.35M | 0.33% | +1,258,526 | New |
| Constellation Investimentos e Participacoes Ltda | 1,304,100 | $7.62M | 3.79% | +1,304,100 | New |
| Barings LLC | 1,376,861 | $8.04M | 0.20% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,410,097 | $8.23M | 0.04% | −32,548−2.3% | Reduced |
| Amundi | 1,410,874 | $8.47M | 0.00% | +47,733+3.5% | Added |
| Susquehanna International Group, LLP | 1,495,048 | $8.73M | 0.02% | +158,059+11.8% | Added |
| First Eagle Investment Management, LLC | 1,509,424 | $8.82M | 0.02% | +110,442+7.9% | Added |
| Jane Street Group, LLC | 1,529,766 | $8.93M | 0.01% | +1,022,729+201.7% | Added |
| Boston Common Asset Management, LLC | 1,572,721 | $9.19M | 0.24% | −495,025−23.9% | Reduced |
| D. E. Shaw & Co., Inc. | 1,631,536 | $9.53M | 0.01% | +1,631,536 | New |
| Pinebridge Investments, L.P. | 1,757,613 | $10.3M | 0.08% | −170,035−8.8% | Reduced |
| Natixis Advisors, L.P. | 1,849,943 | $10.8M | 0.02% | −69,272−3.6% | Reduced |
| INCA Investments LLC | 1,984,162 | $11.6M | 4.90% | +1,056,083+113.8% | Added |
| Cubist Systematic Strategies, LLC | 1,985,215 | $11.6M | 0.20% | +1,607,969+426.2% | Added |
| Trexquant Investment LP | 2,082,100 | $12.2M | 0.19% | +2,010,349+2,801.8% | Added |
| HSBC Holdings PLC | 2,047,728 | $12.9M | 0.01% | +178,043+9.5% | Added |
| Citigroup Inc | 2,245,165 | $13.1M | 0.01% | −5,962,732−72.6% | Reduced |
| Goldman Sachs Group Inc | 2,383,389 | $13.9M | 0.00% | −13,368,833−84.9% | Reduced |
| Renaissance Technologies LLC | 2,423,474 | $14.2M | 0.02% | −3,077,800−55.9% | Reduced |
| SEI Investments Co | 2,513,795 | $14.7M | 0.02% | −103,851−4.0% | Reduced |
| USS Investment Management Ltd | 2,525,966 | $14.7M | 0.12% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,727,774 | $15.9M | 0.00% | 00.0% | Unchanged |
| GQG Partners LLC | 2,769,699 | $16.2M | 0.02% | +1,176,911+73.9% | Added |
| Breakout Capital Partners, LP | 2,889,659 | $16.9M | 20.36% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 2,917,740 | $17.0M | 0.15% | 00.0% | Unchanged |
| Provida Pension Fund Administrator | 3,071,216 | $17.9M | 0.45% | +3,070,917+1,027,062.5% | Added |
| State of New Jersey Common Pension Fund D | 3,111,489 | $18.2M | 0.08% | −1,216,220−28.1% | Reduced |
| American Century Companies Inc | 3,390,965 | $19.8M | 0.01% | +166,626+5.2% | Added |
| Lazard Asset Management LLC | 3,645,677 | $21.3M | 0.03% | +180,180+5.2% | Added |
| Morgan Stanley | 3,820,397 | $22.3M | 0.00% | −1,004,908−20.8% | Reduced |
| 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 |
| Northern Trust Corp | 3,971,908 | $23.2M | 0.00% | +1,591,596+66.9% | Added |
| NS Partners Ltd | 4,067,553 | $23.8M | 1.08% | −144,575−3.4% | Reduced |
| Man Group plc | 4,421,392 | $25.8M | 0.07% | +2,102,116+90.6% | Added |
| Two Sigma Advisers, LP | 4,588,575 | $26.8M | 0.06% | +4,588,575 | New |
| Russell Investments Group, Ltd. | 4,600,192 | $26.9M | 0.04% | −746,067−14.0% | Reduced |
| Qube Research & Technologies Ltd | 4,614,106 | $26.9M | 0.05% | +4,560,306+8,476.4% | Added |
| Millennium Management LLC | 4,753,825 | $27.8M | 0.02% | +2,029,103+74.5% | Added |
| Harding Loevner LP | 5,057,052 | $29.5M | 0.16% | −890,750−15.0% | Reduced |