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, Q3 2024
Institutional positions in Itau Unibanco Holding S.A. as of Sep 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
- 348
- +17 vs. Q2 2024
- Shares held
- 896.3M
- +79.8M (+9.8%) vs. Q2 2024
- Total value
- $5.72B
- +$954.4M (+20.0%) vs. Q2 2024
- New holders
- 46
- 120 more added
- Sold out
- 29
- 119 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 83,124,090 | $563.6M | 0.58% | −2,507,934−2.9% | Reduced |
| Westwood Global Investments, LLC | 59,047,830 | $392.7M | 17.82% | −391,387−0.7% | Reduced |
| JPMorgan Chase & Co | 50,829,515 | $338.0M | 0.03% | +2,604,304+5.4% | Added |
| Fisher Asset Management, LLC | 50,587,633 | $336.4M | 0.14% | +2,886,508+6.1% | Added |
| William Blair Investment Management, LLC | 43,053,697 | $286.3M | 0.71% | +5,125,165+13.5% | Added |
| Robeco Institutional Asset Management B.V. | 38,372,201 | $255.2M | 0.51% | −617,289−1.6% | Reduced |
| Franklin Resources Inc | 27,899,587 | $174.9M | 0.05% | +346,390+1.3% | Added |
| FMR LLC | 23,484,343 | $156.2M | 0.01% | +23,299,313+12,592.2% | Added |
| Vanguard Group Inc | 23,119,500 | $153.7M | 0.00% | −1,762,070−7.1% | Reduced |
| BlackRock, Inc. | 22,091,714 | $146.9M | 0.00% | +22,091,714 | New |
| Itau Unibanco Holding S.A. | 21,619,627 | $143.8M | 4.74% | −2,198,400−9.2% | Reduced |
| Price T Rowe Associates Inc | 19,548,046 | $130.0M | 0.01% | −3,048,248−13.5% | Reduced |
| Orbis Allan Gray Ltd | 19,248,471 | $128.0M | 0.68% | +19,248,471 | New |
| Carmignac Gestion | 16,118,173 | $107.2M | 1.79% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 16,087,482 | $107.0M | 0.92% | +8,972,911+126.1% | Added |
| Dodge & Cox | 15,562,605 | $103.5M | 0.06% | +334,200+2.2% | Added |
| Capital Research Global Investors | 15,277,788 | $101.6M | 0.02% | +35,725+0.2% | Added |
| Perpetual Ltd | 13,629,806 | $90.6M | 0.98% | +1,126,695+9.0% | Added |
| State Street Corp | 12,522,486 | $83.9M | 0.00% | +861,500+7.4% | Added |
| Two Sigma Investments, LP | 12,042,775 | $80.1M | 0.18% | +1,186,838+10.9% | Added |
| Capital World Investors | 10,179,510 | $67.7M | 0.01% | 00.0% | Unchanged |
| Seafarer Capital Partners, LLC | 10,174,000 | $67.7M | 19.36% | 00.0% | Unchanged |
| Baillie Gifford & Co | 9,556,375 | $63.5M | 0.05% | +430,582+4.7% | Added |
| Northcape Capital Pty Ltd | 9,122,017 | $60.7M | 8.98% | −442,327−4.6% | Reduced |
| Macquarie Group Ltd | 9,079,257 | $60.4M | 0.07% | −727,842−7.4% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 9,076,407 | $60.4M | 1.01% | +2,430,241+36.6% | Added |
| Ameriprise Financial Inc | 8,737,150 | $58.1M | 0.01% | −698,552−7.4% | Reduced |
| Marshall Wace, LLP | 8,598,130 | $57.2M | 0.07% | +918,819+12.0% | Added |
| Arrowstreet Capital, Limited Partnership | 43,867,267 | $53.5M | 0.05% | +2,862,661+7.0% | Added |
| Man Group plc | 7,674,473 | $51.0M | 0.14% | +3,253,081+73.6% | Added |
| GQG Partners LLC | 6,967,164 | $46.3M | 0.07% | +4,197,465+151.5% | Added |
| Russell Investments Group, Ltd. | 6,710,464 | $44.6M | 0.06% | +2,110,272+45.9% | Added |
| Victory Capital Management Inc | 6,694,591 | $44.5M | 0.04% | +533,714+8.7% | Added |
| Lazard Asset Management LLC | 6,373,506 | $42.4M | 0.06% | +2,727,829+74.8% | Added |
| Two Sigma Advisers, LP | 6,367,875 | $42.3M | 0.10% | +1,779,300+38.8% | Added |
| Renaissance Technologies LLC | 6,261,374 | $41.6M | 0.06% | +3,837,900+158.4% | Added |
| Bank of America Corp | 6,218,533 | $41.4M | 0.00% | +730,753+13.3% | Added |
| Public Employees Retirement System of Ohio | 6,118,001 | $40.7M | 0.17% | +6,118,001 | New |
| Todd Asset Management LLC | 5,297,137 | $35.2M | 0.82% | −25,270−0.5% | Reduced |
| GMT Capital Corp | 4,691,100 | $31.2M | 1.24% | −393,600−7.7% | Reduced |
| Mondrian Investment Partners LTD | 4,516,666 | $30.0M | 0.45% | −401,013−8.2% | Reduced |
| Morgan Stanley | 4,317,798 | $28.7M | 0.00% | +497,401+13.0% | Added |
| New York State Common Retirement Fund | 4,287,191 | $28.5M | 0.04% | +331,473+8.4% | Added |
| Wellington Management Group LLP | 4,287,191 | $28.5M | 0.00% | +331,473+8.4% | Added |
| Northern Trust Corp | 4,044,298 | $26.9M | 0.00% | +72,390+1.8% | Added |
| NS Partners Ltd | 4,017,853 | $26.7M | 1.13% | −49,700−1.2% | Reduced |
| American Century Companies Inc | 3,735,233 | $24.8M | 0.01% | +344,268+10.2% | Added |
| UBS Group AG | 3,539,315 | $23.5M | 0.01% | −1,821,650−34.0% | Reduced |
| Goldman Sachs Group Inc | 3,386,113 | $22.5M | 0.00% | +1,002,724+42.1% | Added |
| State of New Jersey Common Pension Fund D | 3,047,833 | $20.3M | 0.08% | −63,656−2.0% | Reduced |
| Harding Loevner LP | 2,967,197 | $19.7M | 0.11% | −2,089,855−41.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,917,740 | $19.4M | 0.17% | 00.0% | Unchanged |
| Breakout Capital Partners, LP | 2,889,659 | $19.2M | 20.82% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 2,768,810 | $18.4M | 0.07% | +2,768,810 | New |
| Legal & General Group Plc | 2,727,774 | $18.2M | 0.00% | 00.0% | Unchanged |
| USS Investment Management Ltd | 2,525,966 | $16.8M | 0.12% | 00.0% | Unchanged |
| HSBC Holdings PLC | 2,250,347 | $16.6M | 0.01% | +202,619+9.9% | Added |
| Natixis Advisors, L.P. | 2,498,916 | $16.6M | 0.03% | +648,973+35.1% | Added |
| Qube Research & Technologies Ltd | 1,960,659 | $13.0M | 0.02% | −2,653,447−57.5% | Reduced |
| Cubist Systematic Strategies, LLC | 1,783,107 | $11.9M | 0.18% | −202,108−10.2% | Reduced |
| INCA Investments LLC | 1,768,375 | $11.8M | 5.02% | −215,787−10.9% | Reduced |
| First Eagle Investment Management, LLC | 1,626,805 | $10.8M | 0.02% | +117,381+7.8% | Added |
| SEI Investments Co | 1,626,558 | $10.8M | 0.01% | −887,237−35.3% | Reduced |
| Boston Common Asset Management, LLC | 1,471,800 | $9.79M | 0.26% | −100,921−6.4% | Reduced |
| UBS Oconnor LLC | 1,419,230 | $9.44M | 0.23% | +1,127,199+386.0% | Added |
| Earnest Partners LLC | 1,394,598 | $9.27M | 0.04% | −15,499−1.1% | Reduced |
| Barings LLC | 1,376,861 | $9.16M | 0.21% | 00.0% | Unchanged |
| Amundi | 1,395,487 | $8.96M | 0.00% | −15,387−1.1% | Reduced |
| Constellation Investimentos e Participacoes Ltda | 1,291,000 | $8.59M | 4.75% | −13,100−1.0% | Reduced |
| Ramirez Asset Management, Inc. | 1,266,942 | $8.43M | 1.62% | +22,986+1.8% | Added |
| Trillium Asset Management, LLC | 1,210,528 | $8.05M | 0.20% | −47,900−3.8% | Reduced |
| Envestnet Asset Management Inc | 1,192,998 | $7.93M | 0.00% | +20,653+1.8% | Added |
| BTG Pactual Asset Management US LLC | 1,185,087 | $7.88M | 1.15% | +3,697+0.3% | Added |
| Pinebridge Investments, L.P. | 1,159,428 | $7.71M | 0.06% | −598,185−34.0% | Reduced |
| Renaissance Group LLC | 1,147,875 | $7.63M | 0.31% | −21,624−1.8% | Reduced |
| Boston Partners | 1,123,960 | $7.47M | 0.01% | +870,934+344.2% | Added |
| Deprince Race & Zollo Inc | 1,046,112 | $6.96M | 0.13% | −39,353−3.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 1,010,846 | $6.72M | 0.07% | −71,390−6.6% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 1,010,846 | $6.72M | 0.07% | +1,010,846 | New |
| Antipodes Partners Ltd | 945,338 | $6.29M | 0.22% | −9,964,313−91.3% | Reduced |
| AQR Capital Management LLC | 937,216 | $6.23M | 0.01% | +609,193+185.7% | Added |
| Susquehanna International Group, LLP | 916,114 | $6.09M | 0.01% | −578,934−38.7% | Reduced |
| Thrivent Financial for Lutherans | 874,890 | $5.82M | 0.01% | +37,954+4.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,000,361 | $5.75M | 0.03% | −61,927−5.8% | Reduced |
| Geode Capital Management, LLC | 851,682 | $5.66M | 0.00% | −23,319−2.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 800,000 | $5.32M | 0.01% | +800,000 | New |
| Moran Wealth Management, LLC | 758,677 | $5.05M | 0.16% | −5,088−0.7% | Reduced |
| Vinland Capital Management Gestora de Recursos LTDA. | 749,829 | $4.99M | 19.01% | +70,559+10.4% | Added |
| Storebrand Asset Management AS | 747,521 | $4.97M | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 700,000 | $4.66M | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 676,834 | $4.50M | 0.00% | −93,061−12.1% | Reduced |
| Wells Fargo & Company | 655,430 | $4.36M | 0.00% | +174,221+36.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 649,988 | $4.32M | 0.02% | −15,306−2.3% | Reduced |
| Quantbot Technologies LP | 627,828 | $4.18M | 0.16% | −255,735−28.9% | Reduced |
| Oaktree Fund Advisors, LLC | 616,412 | $4.10M | 4.63% | −101,341−14.1% | Reduced |
| Jump Financial, LLC | 576,912 | $3.84M | 0.08% | +216,388+60.0% | Added |
| Royal Bank of Canada | 568,931 | $3.78M | 0.00% | +70,935+14.2% | Added |
| Invesco Ltd. | 541,639 | $3.60M | 0.00% | +133,331+32.7% | Added |
| DekaBank Deutsche Girozentrale | 505,000 | $3.41M | 0.01% | −200,000−28.4% | Reduced |
| Anthracite Investment Company, Inc. | 497,739 | $3.31M | 1.57% | −70,000−12.3% | Reduced |