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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 467,441 | $2.73M | 0.05% | −46,448−9.0% | Reduced |
| Barclays PLC | 465,259 | $2.72M | 0.00% | +29,039+6.7% | Added |
| Madison Asset Management, LLC | 456,036 | $2.66M | 0.03% | −24,294−5.1% | Reduced |
| Balyasny Asset Management LLC | 444,658 | $2.60M | 0.01% | +444,658 | New |
| Daiwa Securities Group Inc. | 430,347 | $2.51M | 0.01% | −24,000−5.3% | Reduced |
| Cullen Capital Management LLC | 411,456 | $2.40M | 0.03% | −712,015−63.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 409,047 | $2.39M | 0.01% | +409,047 | New |
| Invesco Ltd. | 408,308 | $2.38M | 0.00% | −26,256−6.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 395,400 | $2.31M | 0.01% | −244,955−38.3% | Reduced |
| Clearbridge Investments, LLC | 394,414 | $2.30M | 0.00% | −14,506−3.5% | Reduced |
| VPR Management LLC | 386,597 | $2.26M | 0.84% | 00.0% | Unchanged |
| Investidor Profissional Gestao de Recursos Ltda. | 386,007 | $2.25M | 1.98% | +55,085+16.6% | Added |
| Brandywine Global Investment Management, LLC | 378,359 | $2.21M | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 360,524 | $2.11M | 0.04% | +275,817+325.6% | Added |
| Liontrust Investment Partners LLP | 338,283 | $1.98M | 0.03% | −107,896−24.2% | Reduced |
| AQR Capital Management LLC | 328,023 | $1.92M | 0.00% | −37,760−10.3% | Reduced |
| Longfellow Investment Management Co LLC | 325,768 | $1.90M | 0.48% | 00.0% | Unchanged |
| Raymond James & Associates | 318,816 | $1.86M | 0.00% | −13,432−4.0% | Reduced |
| Quattro Financial Advisors LLC | 300,000 | $1.75M | 0.46% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 298,696 | $1.74M | 0.06% | −917−0.3% | Reduced |
| Eagle Global Advisors LLC | 294,000 | $1.72M | 0.09% | 00.0% | Unchanged |
| UBS Oconnor LLC | 292,031 | $1.71M | 0.05% | +292,031 | New |
| US Bancorp | 285,201 | $1.67M | 0.00% | +116,073+68.6% | Added |
| Rhumbline Advisers | 282,026 | $1.65M | 0.00% | −248,749−46.9% | Reduced |
| Aquatic Capital Management LLC | 277,000 | $1.62M | 0.06% | +227,300+457.3% | Added |
| Abn Amro Investment Solutions | 276,494 | $1.61M | 0.03% | −150,631−35.3% | Reduced |
| Calamos Advisors LLC | 258,626 | $1.51M | 0.01% | −91,935−26.2% | Reduced |
| Boston Partners | 253,026 | $1.48M | 0.00% | +253,026 | New |
| HRT Financial LP | 252,818 | $1.48M | 0.01% | +252,818 | New |
| LPL Financial LLC | 251,104 | $1.47M | 0.00% | +13,217+5.6% | Added |
| XTX Topco Ltd | 245,242 | $1.43M | 0.12% | +245,242 | New |
| Nuveen Asset Management, LLC | 237,979 | $1.39M | 0.00% | −287−0.1% | Reduced |
| Simplex Trading, LLC | 237,520 | $1.39M | 0.04% | +237,520 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 231,732 | $1.35M | 0.00% | +216,791+1,451.0% | Added |
| Pzena Investment Management LLC | 230,664 | $1.35M | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 229,706 | $1.34M | 0.00% | +3,633+1.6% | Added |
| O'Shaughnessy Asset Management, LLC | 229,348 | $1.34M | 0.01% | +18,340+8.7% | Added |
| Dimensional Fund Advisors LP | 228,293 | $1.33M | 0.00% | +57,188+33.4% | Added |
| Cloverfields Capital Group, LP | 219,246 | $1.28M | 0.43% | +1,745+0.8% | Added |
| Schonfeld Strategic Advisors LLC | 192,783 | $1.13M | 0.01% | +192,783 | New |
| Profund Advisors LLC | 192,412 | $1.12M | 0.04% | +7,284+3.9% | Added |
| AXA S.A. | 186,522 | $1.09M | 0.00% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 183,245 | $1.08M | 0.02% | +1,664+0.9% | Added |
| FMR LLC | 185,030 | $1.08M | 0.00% | −6,415−3.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 179,313 | $1.05M | 0.09% | −4,941−2.7% | Reduced |
| Engineers Gate Manager LP | 178,612 | $1.04M | 0.02% | +32,675+22.4% | Added |
| Euro Pacific Asset Management, LLC | 173,724 | $1.02M | 0.20% | −355−0.2% | Reduced |
| Ethic Inc. | 173,452 | $1.01M | 0.02% | −893−0.5% | Reduced |
| Group One Trading, L.P. | 161,569 | $943.6K | 0.03% | +68,185+73.0% | Added |
| Nordea Investment Management AB | 150,163 | $874.7K | 0.00% | −526,959−77.8% | Reduced |
| Mirabaud Asset Management Ltd | 147,433 | $861.0K | 0.40% | +6,401+4.5% | Added |
| Pathstone Holdings, LLC | 145,332 | $851.9K | 0.00% | −10,725−6.9% | Reduced |
| Qtron Investments LLC | 139,019 | $811.9K | 0.12% | +5,480+4.1% | Added |
| Quadrature Capital Ltd | 138,658 | $809.8K | 0.01% | +138,658 | New |
| Aigen Investment Management, LP | 134,765 | $787.0K | 0.15% | +134,765 | New |
| Sanctuary Advisors, LLC | 124,525 | $784.5K | 0.01% | +124,525 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 128,799 | $752.2K | 0.00% | −327,897−71.8% | Reduced |
| Fifth Third Bancorp | 125,236 | $731.4K | 0.00% | −322−0.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 123,580 | $721.7K | 0.00% | −9,123−6.9% | Reduced |
| The PNC Financial Services Group, Inc. | 122,671 | $716.4K | 0.00% | −6,401−5.0% | Reduced |
| Atria Investments LLC | 122,577 | $715.8K | 0.01% | +122,577 | New |
| Point72 Asset Management, L.P. | 115,400 | $673.9K | 0.00% | −35,800−23.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 114,659 | $669.6K | 0.04% | +114,659 | New |
| Solstein Capital, LLC | 108,200 | $631.9K | 0.41% | 00.0% | Unchanged |
| Virtu Financial LLC | 104,456 | $610.0K | 0.04% | +104,456 | New |
| Diversified Trust Co | 100,548 | $587.2K | 0.02% | −325−0.3% | Reduced |
| Whittier Trust Co | 100,213 | $585.2K | 0.01% | −8,082−7.5% | Reduced |
| Capital Markets Trading UK LLP | 99,547 | $581.0K | 0.43% | +99,547 | New |
| QRG Capital Management, Inc. | 97,495 | $569.4K | 0.01% | +108+0.1% | Added |
| Veriti Management LLC | 95,888 | $560.0K | 0.03% | +1,686+1.8% | Added |
| Mariner, LLC | 95,604 | $558.4K | 0.00% | +2,985+3.2% | Added |
| Scientech Research LLC | 94,297 | $550.7K | 0.11% | +94,297 | New |
| Bank of New York Mellon Corp | 93,516 | $546.1K | 0.00% | −1,690−1.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 91,409 | $533.8K | 0.15% | +1,753+2.0% | Added |
| Banque Cantonale Vaudoise | 90,000 | $526.0K | 0.02% | −350,000−79.5% | Reduced |
| Prelude Capital Management, LLC | 81,500 | $476.0K | 0.04% | +10,500+14.8% | Added |
| Symmetry Partners, LLC | 78,077 | $456.0K | 0.02% | −35,771−31.4% | Reduced |
| Yousif Capital Management, LLC | 76,476 | $446.6K | 0.01% | −2,575−3.3% | Reduced |
| Harbour Capital Advisors, LLC | 77,510 | $443.4K | 0.11% | +54,385+235.2% | Added |
| London & Capital Asset Management Ltd | 75,000 | $438.0K | 0.04% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 73,956 | $431.9K | 0.06% | +4,244+6.1% | Added |
| Guggenheim Capital LLC | 70,061 | $409.2K | 0.00% | −14,667−17.3% | Reduced |
| Prudential Financial Inc | 67,725 | $395.5K | 0.00% | +67,725 | New |
| Deltec Asset Management LLC | 66,500 | $388.4K | 0.07% | −4,000−5.7% | Reduced |
| Vident Advisory, LLC | 63,528 | $371.0K | 0.01% | −12,144−16.0% | Reduced |
| Wealth Alliance | 62,572 | $365.4K | 0.05% | −2,997−4.6% | Reduced |
| JustInvest LLC | 60,726 | $354.6K | 0.01% | −5,767−8.7% | Reduced |
| Banco Santander, S.A. | 60,704 | $354.5K | 0.00% | +26,551+77.7% | Added |
| GWM Advisors LLC | 60,484 | $353.2K | 0.00% | +40,248+198.9% | Added |
| Congress Wealth Management LLC | 60,111 | $351.1K | 0.01% | −651−1.1% | Reduced |
| J. Safra Sarasin Holding AG | 59,300 | $346.3K | 0.01% | +59,300 | New |
| Advisors Asset Management, Inc. | 59,268 | $346.1K | 0.01% | +3,142+5.6% | Added |
| Mackenzie Financial Corp | 56,641 | $330.8K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 55,431 | $323.7K | 0.00% | −19,547−26.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 55,000 | $321.2K | 0.00% | −22,000−28.6% | Reduced |
| Johnson Investment Counsel Inc | 54,795 | $320.0K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 53,883 | $317.4K | 0.01% | +9,602+21.7% | Added |
| Financial Counselors Inc | 52,169 | $304.7K | 0.00% | −102−0.2% | Reduced |
| Candriam Luxembourg S.C.A. | 50,572 | $295.3K | 0.00% | +50,572 | New |
| Advisor Group Holdings, Inc. | 48,215 | $281.6K | 0.00% | +942+2.0% | Added |