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, Q4 2024
Institutional positions in Itau Unibanco Holding S.A. as of Dec 31, 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
- 332
- −10 vs. Q3 2024
- Shares held
- 894.5M
- −249.0K (0.0%) vs. Q3 2024
- Total value
- $4.43B
- −$1.28B (−22.5%) vs. Q3 2024
- New holders
- 45
- 97 more added
- Sold out
- 55
- 138 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 74,116,913 | $370.6M | 0.36% | −9,007,177−10.8% | Reduced |
| Westwood Global Investments, LLC | 57,042,294 | $282.9M | 7.20% | −2,005,536−3.4% | Reduced |
| FMR LLC | 51,044,340 | $253.2M | 0.02% | +27,559,997+117.4% | Added |
| Fisher Asset Management, LLC | 50,623,204 | $251.1M | 0.10% | +35,571+0.1% | Added |
| Arrowstreet Capital, Limited Partnership | 48,018,726 | $238.2M | 0.19% | +4,151,459+9.5% | Added |
| JPMorgan Chase & Co | 47,489,609 | $235.5M | 0.02% | −3,339,906−6.6% | Reduced |
| Morgan Stanley | 41,235,625 | $204.5M | 0.01% | +36,917,827+855.0% | Added |
| Robeco Institutional Asset Management B.V. | 39,658,215 | $196.7M | 0.37% | +1,286,014+3.4% | Added |
| Franklin Resources Inc | 28,389,460 | $140.8M | 0.04% | +489,873+1.8% | Added |
| Bank of America Corp | 25,584,177 | $126.9M | 0.01% | +19,365,644+311.4% | Added |
| Vanguard Group Inc | 23,043,737 | $114.3M | 0.00% | −75,763−0.3% | Reduced |
| BlackRock, Inc. | 19,892,263 | $98.7M | 0.00% | −2,199,451−10.0% | Reduced |
| Itau Unibanco Holding S.A. | 17,518,732 | $86.9M | 2.75% | −4,100,895−19.0% | Reduced |
| Dodge & Cox | 16,621,005 | $82.4M | 0.05% | +1,058,400+6.8% | Added |
| Carmignac Gestion | 16,469,073 | $81.7M | 1.30% | +350,900+2.2% | Added |
| D. E. Shaw & Co., Inc. | 14,325,367 | $71.1M | 0.08% | +14,325,367 | New |
| William Blair Investment Management, LLC | 14,098,139 | $69.9M | 0.17% | −28,955,558−67.3% | Reduced |
| Perpetual Ltd | 13,681,494 | $67.9M | 0.80% | +51,688+0.4% | Added |
| State Street Corp | 12,766,938 | $64.6M | 0.00% | +244,452+2.0% | Added |
| Capital Research Global Investors | 12,319,815 | $61.1M | 0.01% | −2,957,973−19.4% | Reduced |
| Renaissance Technologies LLC | 10,955,677 | $54.3M | 0.08% | +4,694,303+75.0% | Added |
| Marshall Wace, LLP | 10,933,960 | $54.2M | 0.07% | +2,335,830+27.2% | Added |
| Driehaus Capital Management LLC | 10,373,676 | $51.5M | 0.42% | −5,713,806−35.5% | Reduced |
| Seafarer Capital Partners, LLC | 10,174,000 | $50.5M | 19.19% | 00.0% | Unchanged |
| Capital World Investors | 10,154,528 | $50.4M | 0.01% | −24,982−0.2% | Reduced |
| Northcape Capital Pty Ltd | 9,765,549 | $48.4M | 7.76% | +643,532+7.1% | Added |
| Baillie Gifford & Co | 9,280,586 | $46.0M | 0.04% | −275,789−2.9% | Reduced |
| GQG Partners LLC | 9,269,375 | $46.0M | 0.07% | +2,302,211+33.0% | Added |
| Macquarie Group Ltd | 9,038,619 | $44.8M | 0.05% | −40,638−0.4% | Reduced |
| Victory Capital Management Inc | 6,300,457 | $31.3M | 0.03% | −394,134−5.9% | Reduced |
| Voloridge Investment Management, LLC | 6,290,328 | $31.2M | 0.11% | +3,521,518+127.2% | Added |
| UBS Group AG | 5,942,371 | $29.5M | 0.01% | +2,403,056+67.9% | Added |
| Public Employees Retirement System of Ohio | 5,773,359 | $28.6M | 0.10% | −344,642−5.6% | Reduced |
| GMT Capital Corp | 5,669,500 | $28.1M | 1.37% | +978,400+20.9% | Added |
| Price T Rowe Associates Inc | 5,606,503 | $27.8M | 0.00% | −13,941,543−71.3% | Reduced |
| Todd Asset Management LLC | 5,252,444 | $26.1M | 0.62% | −44,693−0.8% | Reduced |
| Mondrian Investment Partners LTD | 4,229,017 | $24.5M | 0.41% | −287,649−6.4% | Reduced |
| Russell Investments Group, Ltd. | 4,515,177 | $22.4M | 0.03% | −2,195,287−32.7% | Reduced |
| Verition Fund Management LLC | 4,405,866 | $21.9M | 0.11% | +4,275,338+3,275.4% | Added |
| Lazard Asset Management LLC | 4,318,501 | $21.4M | 0.03% | −2,055,005−32.2% | Reduced |
| Wellington Management Group LLP | 4,291,886 | $21.3M | 0.00% | +4,695+0.1% | Added |
| New York State Common Retirement Fund | 4,287,191 | $21.3M | 0.03% | 00.0% | Unchanged |
| Northern Trust Corp | 4,225,323 | $21.0M | 0.00% | +181,025+4.5% | Added |
| Qube Research & Technologies Ltd | 4,073,043 | $20.2M | 0.03% | +2,112,384+107.7% | Added |
| American Century Companies Inc | 4,009,983 | $19.9M | 0.01% | +274,750+7.4% | Added |
| Goldman Sachs Group Inc | 3,889,092 | $19.3M | 0.00% | +502,979+14.9% | Added |
| Teachers Retirement System of the State of Kentucky | 3,126,490 | $15.5M | 0.14% | +208,750+7.2% | Added |
| Jane Street Group, LLC | 2,897,014 | $14.4M | 0.02% | +2,410,712+495.7% | Added |
| Breakout Capital Partners, LP | 2,889,659 | $14.3M | 16.30% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 2,840,572 | $14.1M | 0.06% | −207,261−6.8% | Reduced |
| Legal & General Group Plc | 2,727,774 | $13.5M | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 2,396,356 | $13.2M | 0.01% | +146,009+6.5% | Added |
| UBS Oconnor LLC | 2,612,786 | $13.0M | 0.32% | +1,193,556+84.1% | Added |
| Constellation Investimentos e Participacoes Ltda | 2,540,200 | $12.6M | 12.19% | +1,249,200+96.8% | Added |
| USS Investment Management Ltd | 2,525,966 | $12.5M | 0.09% | 00.0% | Unchanged |
| NS Partners Ltd | 2,484,953 | $12.3M | 0.51% | −1,532,900−38.2% | Reduced |
| Ameriprise Financial Inc | 2,409,296 | $12.0M | 0.00% | −6,327,854−72.4% | Reduced |
| Silvercrest Asset Management Group LLC | 2,387,918 | $11.8M | 0.08% | +2,387,918 | New |
| Harding Loevner LP | 2,085,964 | $10.3M | 0.07% | −881,233−29.7% | Reduced |
| Natixis Advisors, L.P. | 2,018,820 | $10.0M | 0.02% | −480,096−19.2% | Reduced |
| Cubist Systematic Strategies, LLC | 1,795,485 | $8.91M | 0.14% | +12,378+0.7% | Added |
| SPX Equities Gestao de Recursos Ltda | 1,702,655 | $8.45M | 1.27% | +1,477,993+657.9% | Added |
| Millennium Management LLC | 1,690,002 | $8.38M | 0.01% | +1,342,791+386.7% | Added |
| SEI Investments Co | 1,624,257 | $8.06M | 0.01% | −2,301−0.1% | Reduced |
| First Eagle Investment Management, LLC | 1,582,394 | $7.85M | 0.02% | −44,411−2.7% | Reduced |
| Amundi | 1,469,409 | $7.49M | 0.00% | +73,922+5.3% | Added |
| Boston Common Asset Management, LLC | 1,401,268 | $6.95M | 0.20% | −70,532−4.8% | Reduced |
| Barings LLC | 1,376,861 | $6.83M | 0.16% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,369,518 | $6.79M | 0.03% | −25,080−1.8% | Reduced |
| Ramirez Asset Management, Inc. | 1,282,897 | $6.36M | 1.28% | +15,955+1.3% | Added |
| BTG Pactual Asset Management US LLC | 1,186,094 | $5.88M | 0.76% | +1,007+0.1% | Added |
| Boston Partners | 1,162,884 | $5.77M | 0.01% | +38,924+3.5% | Added |
| INCA Investments LLC | 1,134,092 | $5.63M | 2.32% | −634,283−35.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,027,679 | $5.50M | 0.02% | +27,318+2.7% | Added |
| Renaissance Group LLC | 1,104,124 | $5.48M | 0.23% | −43,751−3.8% | Reduced |
| Susquehanna International Group, LLP | 1,075,529 | $5.33M | 0.01% | +159,415+17.4% | Added |
| Envestnet Asset Management Inc | 1,052,062 | $5.22M | 0.00% | −140,936−11.8% | Reduced |
| Moon Capital Management LP | 1,000,000 | $4.96M | 3.77% | +1,000,000 | New |
| BNP Paribas Arbitrage, SA | 915,686 | $4.54M | 0.00% | +714,118+354.3% | Added |
| Deprince Race & Zollo Inc | 868,924 | $4.31M | 0.09% | −177,188−16.9% | Reduced |
| Thrivent Financial for Lutherans | 844,484 | $4.19M | 0.01% | −30,406−3.5% | Reduced |
| Geode Capital Management, LLC | 824,759 | $4.09M | 0.00% | −26,923−3.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 812,533 | $4.03M | 0.04% | −198,313−19.6% | Reduced |
| Jain Global LLC | 804,566 | $3.99M | 0.12% | +804,566 | New |
| STRS Ohio | 793,200 | $3.93M | 0.02% | +93,200+13.3% | Added |
| AQR Capital Management LLC | 790,662 | $3.92M | 0.01% | −146,554−15.6% | Reduced |
| Walleye Capital LLC | 783,968 | $3.89M | 0.04% | +769,479+5,310.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 776,466 | $3.85M | 0.02% | +126,478+19.5% | Added |
| Storebrand Asset Management AS | 747,521 | $3.71M | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 710,896 | $3.53M | 0.03% | −448,532−38.7% | Reduced |
| Moran Wealth Management, LLC | 710,138 | $3.52M | 0.11% | −48,539−6.4% | Reduced |
| Eisler Capital Management Ltd. | 677,230 | $3.36M | 0.11% | +677,230 | New |
| Haven Global Partners, LLC | 662,085 | $3.28M | 3.10% | +662,085 | New |
| Wells Fargo & Company | 644,140 | $3.19M | 0.00% | −11,290−1.7% | Reduced |
| Anthracite Investment Company, Inc. | 627,739 | $3.11M | 1.56% | +130,000+26.1% | Added |
| Brandywine Global Investment Management, LLC | 600,759 | $2.98M | 0.02% | +271,550+82.5% | Added |
| Point72 Asset Management, L.P. | 573,200 | $2.84M | 0.01% | +573,200 | New |
| DekaBank Deutsche Girozentrale | 505,000 | $2.48M | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 487,867 | $2.42M | 0.04% | +4,636+1.0% | Added |
| Dimensional Fund Advisors LP | 452,035 | $2.24M | 0.00% | +98,591+27.9% | Added |