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 |
|---|---|---|---|---|---|
| Quantitative Investment Management, LLC | 143,424 | $953.0K | 0.09% | +143,424 | New |
| Pathstone Holdings, LLC | 144,053 | $961.1K | 0.00% | −1,279−0.9% | Reduced |
| Qtron Investments LLC | 145,295 | $966.2K | 0.13% | +6,276+4.5% | Added |
| Sanctuary Advisors, LLC | 178,697 | $1.05M | 0.01% | +54,172+43.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 160,808 | $1.07M | 0.00% | +121,140+305.4% | Added |
| Euro Pacific Asset Management, LLC | 173,328 | $1.16M | 0.21% | −396−0.2% | Reduced |
| Thornburg Investment Management Inc | 178,084 | $1.18M | 0.02% | −5,161−2.8% | Reduced |
| Ethic Inc. | 172,806 | $1.19M | 0.03% | −646−0.4% | Reduced |
| Profund Advisors LLC | 180,158 | $1.20M | 0.05% | −12,254−6.4% | Reduced |
| UBS Asset Management Americas Inc | 182,640 | $1.21M | 0.00% | +182,640 | New |
| Cloverfields Capital Group, LP | 186,435 | $1.24M | 0.40% | −32,811−15.0% | Reduced |
| AXA S.A. | 186,522 | $1.24M | 0.00% | 00.0% | Unchanged |
| Investidor Profissional Gestao de Recursos Ltda. | 189,678 | $1.26M | 1.13% | −196,329−50.9% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 197,897 | $1.32M | 2.58% | +197,897 | New |
| Citigroup Inc | 199,799 | $1.33M | 0.00% | −2,045,366−91.1% | Reduced |
| BNP Paribas Arbitrage, SA | 201,568 | $1.34M | 0.00% | −28,138−12.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 218,470 | $1.37M | 0.01% | −10,878−4.7% | Reduced |
| Nuveen Asset Management, LLC | 224,426 | $1.49M | 0.00% | −13,553−5.7% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 224,662 | $1.49M | 0.20% | −721,033−76.2% | Reduced |
| Matthews International Capital Management LLC | 235,048 | $1.56M | 0.26% | +235,048 | New |
| Calamos Advisors LLC | 258,625 | $1.72M | 0.01% | −10.0% | Reduced |
| Eagle Global Advisors LLC | 272,000 | $1.81M | 0.09% | −22,000−7.5% | Reduced |
| Quattro Financial Advisors LLC | 300,000 | $1.87M | 0.55% | 00.0% | Unchanged |
| US Bancorp | 291,219 | $1.94M | 0.00% | +6,018+2.1% | Added |
| LPL Financial LLC | 292,487 | $1.95M | 0.00% | +41,383+16.5% | Added |
| Rhumbline Advisers | 296,207 | $1.97M | 0.00% | +14,181+5.0% | Added |
| Liontrust Investment Partners LLP | 338,283 | $1.98M | 0.03% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 303,181 | $2.02M | 0.06% | +4,485+1.5% | Added |
| Abn Amro Investment Solutions | 304,558 | $2.03M | 0.04% | +28,064+10.1% | Added |
| Brandywine Global Investment Management, LLC | 329,209 | $2.06M | 0.01% | −49,150−13.0% | Reduced |
| Wexford Capital LP | 323,625 | $2.15M | 0.51% | +323,625 | New |
| Longfellow Investment Management Co LLC | 325,768 | $2.17M | 0.54% | 00.0% | Unchanged |
| Millennium Management LLC | 347,211 | $2.31M | 0.00% | −4,406,614−92.7% | Reduced |
| Dimensional Fund Advisors LP | 353,444 | $2.35M | 0.00% | +125,151+54.8% | Added |
| Schonfeld Strategic Advisors LLC | 361,306 | $2.40M | 0.02% | +168,523+87.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 361,817 | $2.41M | 0.01% | −47,230−11.5% | Reduced |
| Pzena Investment Management LLC | 371,725 | $2.47M | 0.01% | +141,061+61.2% | Added |
| Clearbridge Investments, LLC | 384,164 | $2.55M | 0.00% | −10,250−2.6% | Reduced |
| VPR Management LLC | 386,597 | $2.57M | 0.90% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 392,700 | $2.61M | 0.01% | −2,700−0.7% | Reduced |
| Altrinsic Global Advisors LLC | 394,476 | $2.62M | 0.11% | −864,050−68.7% | Reduced |
| Northwest & Ethical Investments L.P. | 403,160 | $2.68M | 0.07% | −170,594−29.7% | Reduced |
| Raymond James & Associates | 412,720 | $2.74M | 0.00% | +93,904+29.5% | Added |
| Daiwa Securities Group Inc. | 419,347 | $2.79M | 0.01% | −11,000−2.6% | Reduced |
| Madison Asset Management, LLC | 433,907 | $2.89M | 0.03% | −22,129−4.9% | Reduced |
| Barclays PLC | 446,440 | $2.97M | 0.00% | −18,819−4.0% | Reduced |
| Crossmark Global Holdings, Inc. | 483,231 | $3.21M | 0.06% | +15,790+3.4% | Added |
| Jane Street Group, LLC | 486,302 | $3.23M | 0.01% | −1,043,464−68.2% | Reduced |
| Anthracite Investment Company, Inc. | 497,739 | $3.31M | 1.57% | −70,000−12.3% | Reduced |
| DekaBank Deutsche Girozentrale | 505,000 | $3.41M | 0.01% | −200,000−28.4% | Reduced |
| Invesco Ltd. | 541,639 | $3.60M | 0.00% | +133,331+32.7% | Added |
| Royal Bank of Canada | 568,931 | $3.78M | 0.00% | +70,935+14.2% | Added |
| Jump Financial, LLC | 576,912 | $3.84M | 0.08% | +216,388+60.0% | Added |
| Oaktree Fund Advisors, LLC | 616,412 | $4.10M | 4.63% | −101,341−14.1% | Reduced |
| Quantbot Technologies LP | 627,828 | $4.18M | 0.16% | −255,735−28.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 649,988 | $4.32M | 0.02% | −15,306−2.3% | Reduced |
| Wells Fargo & Company | 655,430 | $4.36M | 0.00% | +174,221+36.2% | Added |
| Deutsche Bank AG | 676,834 | $4.50M | 0.00% | −93,061−12.1% | Reduced |
| STRS Ohio | 700,000 | $4.66M | 0.02% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 747,521 | $4.97M | 0.02% | 00.0% | Unchanged |
| Vinland Capital Management Gestora de Recursos LTDA. | 749,829 | $4.99M | 19.01% | +70,559+10.4% | Added |
| Moran Wealth Management, LLC | 758,677 | $5.05M | 0.16% | −5,088−0.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 800,000 | $5.32M | 0.01% | +800,000 | New |
| Geode Capital Management, LLC | 851,682 | $5.66M | 0.00% | −23,319−2.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,000,361 | $5.75M | 0.03% | −61,927−5.8% | Reduced |
| Thrivent Financial for Lutherans | 874,890 | $5.82M | 0.01% | +37,954+4.5% | Added |
| Susquehanna International Group, LLP | 916,114 | $6.09M | 0.01% | −578,934−38.7% | Reduced |
| AQR Capital Management LLC | 937,216 | $6.23M | 0.01% | +609,193+185.7% | Added |
| Antipodes Partners Ltd | 945,338 | $6.29M | 0.22% | −9,964,313−91.3% | 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 |
| Deprince Race & Zollo Inc | 1,046,112 | $6.96M | 0.13% | −39,353−3.6% | Reduced |
| Boston Partners | 1,123,960 | $7.47M | 0.01% | +870,934+344.2% | Added |
| Renaissance Group LLC | 1,147,875 | $7.63M | 0.31% | −21,624−1.8% | Reduced |
| Pinebridge Investments, L.P. | 1,159,428 | $7.71M | 0.06% | −598,185−34.0% | Reduced |
| BTG Pactual Asset Management US LLC | 1,185,087 | $7.88M | 1.15% | +3,697+0.3% | Added |
| Envestnet Asset Management Inc | 1,192,998 | $7.93M | 0.00% | +20,653+1.8% | Added |
| Trillium Asset Management, LLC | 1,210,528 | $8.05M | 0.20% | −47,900−3.8% | Reduced |
| Ramirez Asset Management, Inc. | 1,266,942 | $8.43M | 1.62% | +22,986+1.8% | Added |
| Constellation Investimentos e Participacoes Ltda | 1,291,000 | $8.59M | 4.75% | −13,100−1.0% | Reduced |
| Amundi | 1,395,487 | $8.96M | 0.00% | −15,387−1.1% | Reduced |
| Barings LLC | 1,376,861 | $9.16M | 0.21% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,394,598 | $9.27M | 0.04% | −15,499−1.1% | Reduced |
| UBS Oconnor LLC | 1,419,230 | $9.44M | 0.23% | +1,127,199+386.0% | Added |
| Boston Common Asset Management, LLC | 1,471,800 | $9.79M | 0.26% | −100,921−6.4% | Reduced |
| SEI Investments Co | 1,626,558 | $10.8M | 0.01% | −887,237−35.3% | Reduced |
| First Eagle Investment Management, LLC | 1,626,805 | $10.8M | 0.02% | +117,381+7.8% | Added |
| INCA Investments LLC | 1,768,375 | $11.8M | 5.02% | −215,787−10.9% | Reduced |
| Cubist Systematic Strategies, LLC | 1,783,107 | $11.9M | 0.18% | −202,108−10.2% | Reduced |
| Qube Research & Technologies Ltd | 1,960,659 | $13.0M | 0.02% | −2,653,447−57.5% | Reduced |
| Natixis Advisors, L.P. | 2,498,916 | $16.6M | 0.03% | +648,973+35.1% | Added |
| HSBC Holdings PLC | 2,250,347 | $16.6M | 0.01% | +202,619+9.9% | Added |
| USS Investment Management Ltd | 2,525,966 | $16.8M | 0.12% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,727,774 | $18.2M | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 2,768,810 | $18.4M | 0.07% | +2,768,810 | New |
| Breakout Capital Partners, LP | 2,889,659 | $19.2M | 20.82% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 2,917,740 | $19.4M | 0.17% | 00.0% | Unchanged |
| Harding Loevner LP | 2,967,197 | $19.7M | 0.11% | −2,089,855−41.3% | Reduced |
| State of New Jersey Common Pension Fund D | 3,047,833 | $20.3M | 0.08% | −63,656−2.0% | Reduced |
| Goldman Sachs Group Inc | 3,386,113 | $22.5M | 0.00% | +1,002,724+42.1% | Added |