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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 486,302 | $3.23M | 0.01% | −1,043,464−68.2% | Reduced |
| Crossmark Global Holdings, Inc. | 483,231 | $3.21M | 0.06% | +15,790+3.4% | Added |
| Barclays PLC | 446,440 | $2.97M | 0.00% | −18,819−4.0% | Reduced |
| Madison Asset Management, LLC | 433,907 | $2.89M | 0.03% | −22,129−4.9% | Reduced |
| Daiwa Securities Group Inc. | 419,347 | $2.79M | 0.01% | −11,000−2.6% | Reduced |
| Raymond James & Associates | 412,720 | $2.74M | 0.00% | +93,904+29.5% | Added |
| Northwest & Ethical Investments L.P. | 403,160 | $2.68M | 0.07% | −170,594−29.7% | Reduced |
| Altrinsic Global Advisors LLC | 394,476 | $2.62M | 0.11% | −864,050−68.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 392,700 | $2.61M | 0.01% | −2,700−0.7% | Reduced |
| VPR Management LLC | 386,597 | $2.57M | 0.90% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 384,164 | $2.55M | 0.00% | −10,250−2.6% | Reduced |
| Pzena Investment Management LLC | 371,725 | $2.47M | 0.01% | +141,061+61.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 361,817 | $2.41M | 0.01% | −47,230−11.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 361,306 | $2.40M | 0.02% | +168,523+87.4% | Added |
| Dimensional Fund Advisors LP | 353,444 | $2.35M | 0.00% | +125,151+54.8% | Added |
| Millennium Management LLC | 347,211 | $2.31M | 0.00% | −4,406,614−92.7% | Reduced |
| Longfellow Investment Management Co LLC | 325,768 | $2.17M | 0.54% | 00.0% | Unchanged |
| Wexford Capital LP | 323,625 | $2.15M | 0.51% | +323,625 | New |
| Brandywine Global Investment Management, LLC | 329,209 | $2.06M | 0.01% | −49,150−13.0% | Reduced |
| Abn Amro Investment Solutions | 304,558 | $2.03M | 0.04% | +28,064+10.1% | Added |
| Baker Avenue Asset Management, LP | 303,181 | $2.02M | 0.06% | +4,485+1.5% | Added |
| Liontrust Investment Partners LLP | 338,283 | $1.98M | 0.03% | 00.0% | Unchanged |
| Rhumbline Advisers | 296,207 | $1.97M | 0.00% | +14,181+5.0% | Added |
| LPL Financial LLC | 292,487 | $1.95M | 0.00% | +41,383+16.5% | Added |
| US Bancorp | 291,219 | $1.94M | 0.00% | +6,018+2.1% | Added |
| Quattro Financial Advisors LLC | 300,000 | $1.87M | 0.55% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 272,000 | $1.81M | 0.09% | −22,000−7.5% | Reduced |
| Calamos Advisors LLC | 258,625 | $1.72M | 0.01% | −10.0% | Reduced |
| Matthews International Capital Management LLC | 235,048 | $1.56M | 0.26% | +235,048 | New |
| SPX Equities Gestao de Recursos Ltda | 224,662 | $1.49M | 0.20% | −721,033−76.2% | Reduced |
| Nuveen Asset Management, LLC | 224,426 | $1.49M | 0.00% | −13,553−5.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 218,470 | $1.37M | 0.01% | −10,878−4.7% | Reduced |
| BNP Paribas Arbitrage, SA | 201,568 | $1.34M | 0.00% | −28,138−12.2% | Reduced |
| Citigroup Inc | 199,799 | $1.33M | 0.00% | −2,045,366−91.1% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 197,897 | $1.32M | 2.58% | +197,897 | New |
| Investidor Profissional Gestao de Recursos Ltda. | 189,678 | $1.26M | 1.13% | −196,329−50.9% | Reduced |
| AXA S.A. | 186,522 | $1.24M | 0.00% | 00.0% | Unchanged |
| Cloverfields Capital Group, LP | 186,435 | $1.24M | 0.40% | −32,811−15.0% | Reduced |
| UBS Asset Management Americas Inc | 182,640 | $1.21M | 0.00% | +182,640 | New |
| Profund Advisors LLC | 180,158 | $1.20M | 0.05% | −12,254−6.4% | Reduced |
| Ethic Inc. | 172,806 | $1.19M | 0.03% | −646−0.4% | Reduced |
| Thornburg Investment Management Inc | 178,084 | $1.18M | 0.02% | −5,161−2.8% | Reduced |
| Euro Pacific Asset Management, LLC | 173,328 | $1.16M | 0.21% | −396−0.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 160,808 | $1.07M | 0.00% | +121,140+305.4% | Added |
| Sanctuary Advisors, LLC | 178,697 | $1.05M | 0.01% | +54,172+43.5% | Added |
| Qtron Investments LLC | 145,295 | $966.2K | 0.13% | +6,276+4.5% | Added |
| Pathstone Holdings, LLC | 144,053 | $961.1K | 0.00% | −1,279−0.9% | Reduced |
| Quantitative Investment Management, LLC | 143,424 | $953.0K | 0.09% | +143,424 | New |
| Segall Bryant & Hamill, LLC | 142,600 | $948.3K | 0.01% | +142,600 | New |
| DRW Securities, LLC | 139,152 | $925.4K | 0.05% | +139,152 | New |
| Campbell & CO Investment Adviser LLC | 137,494 | $914.3K | 0.07% | −41,819−23.3% | Reduced |
| The PNC Financial Services Group, Inc. | 136,575 | $908.2K | 0.00% | +13,904+11.3% | Added |
| Acadian Asset Management LLC | 133,543 | $888.0K | 0.00% | +133,543 | New |
| Mitsubishi UFJ Trust & Banking Corp | 133,524 | $887.9K | 0.00% | +9,944+8.0% | Added |
| Bank of New York Mellon Corp | 131,652 | $875.5K | 0.00% | +38,136+40.8% | Added |
| Verition Fund Management LLC | 130,528 | $868.0K | 0.01% | +130,528 | New |
| Centiva Capital, LP | 129,811 | $863.2K | 0.04% | +129,811 | New |
| Nordea Investment Management AB | 127,314 | $862.6K | 0.00% | −22,849−15.2% | Reduced |
| Mirabaud Asset Management Ltd | 120,626 | $817.8K | 0.34% | −26,807−18.2% | Reduced |
| Fifth Third Bancorp | 122,866 | $817.1K | 0.00% | −2,370−1.9% | Reduced |
| Headlands Technologies LLC | 120,660 | $802.4K | 0.09% | +120,660 | New |
| Atria Investments LLC | 118,033 | $784.9K | 0.01% | −4,544−3.7% | Reduced |
| Solstein Capital, LLC | 108,200 | $719.5K | 0.38% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 105,930 | $704.4K | 0.01% | −72,682−40.7% | Reduced |
| QRG Capital Management, Inc. | 104,566 | $695.4K | 0.01% | +7,071+7.3% | Added |
| Diversified Trust Co | 100,548 | $668.6K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 97,267 | $647.5K | 0.00% | +1,663+1.7% | Added |
| Legacy Wealth Asset Management, LLC | 91,190 | $606.4K | 0.16% | −219−0.2% | Reduced |
| Veriti Management LLC | 90,751 | $603.5K | 0.03% | −5,137−5.4% | Reduced |
| Citadel Advisors LLC | 90,527 | $602.0K | 0.00% | −1,127,581−92.6% | Reduced |
| Banque Cantonale Vaudoise | 90,000 | $599.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 86,905 | $577.9K | 0.01% | −13,308−13.3% | Reduced |
| Prelude Capital Management, LLC | 84,000 | $558.6K | 0.04% | +2,500+3.1% | Added |
| Parallax Volatility Advisers, L.P. | 82,000 | $545.3K | 0.01% | +82,000 | New |
| Cullen Capital Management LLC | 78,807 | $524.1K | 0.01% | −332,649−80.8% | Reduced |
| FORA Capital, LLC | 77,668 | $516.5K | 0.06% | +77,668 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 77,233 | $513.6K | 0.00% | −154,499−66.7% | Reduced |
| London & Capital Asset Management Ltd | 75,000 | $498.8K | 0.04% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 75,000 | $498.8K | 0.01% | +75,000 | New |
| Yousif Capital Management, LLC | 74,486 | $495.3K | 0.01% | −1,990−2.6% | Reduced |
| Baldwin Investment Management, LLC | 73,956 | $491.8K | 0.06% | 00.0% | Unchanged |
| Prudential Financial Inc | 73,778 | $490.6K | 0.00% | +6,053+8.9% | Added |
| Cerity Partners LLC | 72,647 | $483.1K | 0.00% | +17,216+31.1% | Added |
| Harbour Capital Advisors, LLC | 75,800 | $472.2K | 0.11% | −1,710−2.2% | Reduced |
| Advisors Asset Management, Inc. | 69,264 | $460.6K | 0.01% | +9,996+16.9% | Added |
| Deltec Asset Management LLC | 66,500 | $442.2K | 0.09% | 00.0% | Unchanged |
| Virtu Financial LLC | 65,260 | $434.0K | 0.02% | −39,196−37.5% | Reduced |
| Wealth Alliance | 63,711 | $423.7K | 0.05% | +1,139+1.8% | Added |
| JustInvest LLC | 63,651 | $423.3K | 0.01% | +2,925+4.8% | Added |
| Congress Wealth Management LLC | 59,860 | $398.1K | 0.01% | −251−0.4% | Reduced |
| Vident Advisory, LLC | 58,832 | $391.3K | 0.01% | −4,696−7.4% | Reduced |
| Financial Counselors Inc | 58,041 | $386.0K | 0.01% | +5,872+11.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 57,500 | $382.4K | 0.00% | +2,500+4.5% | Added |
| Mackenzie Financial Corp | 56,641 | $376.7K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 56,041 | $373.0K | 0.03% | +56,041 | New |
| Groupama Asset Managment | 204,219 | $365.6K | 0.01% | +204,219 | New |
| Johnson Investment Counsel Inc | 54,795 | $364.4K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 53,811 | $357.8K | 0.05% | +53,811 | New |
| GWM Advisors LLC | 53,766 | $357.5K | 0.00% | −6,718−11.1% | Reduced |
| Banco Santander, S.A. | 52,575 | $349.6K | 0.00% | −8,129−13.4% | Reduced |