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 |
|---|---|---|---|---|---|
| Sanctuary Advisors, LLC | 173,244 | $1.00M | 0.01% | −5,453−3.1% | Reduced |
| Abn Amro Investment Solutions | 223,762 | $1.11M | 0.02% | −80,796−26.5% | Reduced |
| Two Sigma Investments, LP | 224,000 | $1.11M | 0.00% | −11,818,775−98.1% | Reduced |
| Mackenzie Financial Corp | 224,741 | $1.11M | 0.00% | +168,100+296.8% | Added |
| Daiwa Securities Group Inc. | 229,584 | $1.14M | 0.01% | −189,763−45.3% | Reduced |
| Optiver Holding B.V. | 236,325 | $1.17M | 0.04% | +236,325 | New |
| Citigroup Inc | 241,914 | $1.20M | 0.00% | +42,115+21.1% | Added |
| US Bancorp | 242,153 | $1.20M | 0.00% | −49,066−16.8% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 243,454 | $1.21M | 0.12% | +243,454 | New |
| Calamos Advisors LLC | 258,625 | $1.28M | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 291,698 | $1.45M | 0.00% | −4,509−1.5% | Reduced |
| Clearbridge Investments, LLC | 301,619 | $1.50M | 0.00% | −82,545−21.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 303,108 | $1.50M | 0.00% | −58,709−16.2% | Reduced |
| Engineers Gate Manager LP | 318,184 | $1.58M | 0.03% | +212,254+200.4% | Added |
| Barclays PLC | 321,017 | $1.59M | 0.00% | −125,423−28.1% | Reduced |
| Longfellow Investment Management Co LLC | 325,768 | $1.62M | 0.42% | 00.0% | Unchanged |
| Quattro Financial Advisors LLC | 300,000 | $1.65M | 0.43% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 335,000 | $1.66M | 0.02% | −3,283−1.0% | Reduced |
| Invesco Ltd. | 368,494 | $1.83M | 0.00% | −173,145−32.0% | Reduced |
| Pzena Investment Management LLC | 371,725 | $1.84M | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 373,234 | $1.85M | 0.00% | +80,747+27.6% | Added |
| HRT Financial LP | 373,540 | $1.85M | 0.01% | +345,573+1,235.6% | Added |
| Madison Asset Management, LLC | 373,870 | $1.85M | 0.02% | −60,037−13.8% | Reduced |
| Madison Investment Advisors, LLC | 373,870 | $1.85M | 0.02% | +373,870 | New |
| Altrinsic Global Advisors LLC | 374,615 | $1.86M | 0.09% | −19,861−5.0% | Reduced |
| VPR Management LLC | 386,597 | $1.92M | 1.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 386,626 | $1.92M | 0.00% | +386,626 | New |
| Quantbot Technologies LP | 396,006 | $1.96M | 0.07% | −231,822−36.9% | Reduced |
| Royal Bank of Canada | 398,970 | $1.98M | 0.00% | −169,961−29.9% | Reduced |
| Wexford Capital LP | 403,625 | $2.00M | 0.51% | +80,000+24.7% | Added |
| Eagle Global Advisors LLC | 410,000 | $2.03M | 0.08% | +138,000+50.7% | Added |
| Dimensional Fund Advisors LP | 452,035 | $2.24M | 0.00% | +98,591+27.9% | Added |
| Crossmark Global Holdings, Inc. | 487,867 | $2.42M | 0.04% | +4,636+1.0% | Added |
| DekaBank Deutsche Girozentrale | 505,000 | $2.48M | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 573,200 | $2.84M | 0.01% | +573,200 | New |
| Brandywine Global Investment Management, LLC | 600,759 | $2.98M | 0.02% | +271,550+82.5% | Added |
| Anthracite Investment Company, Inc. | 627,739 | $3.11M | 1.56% | +130,000+26.1% | Added |
| Wells Fargo & Company | 644,140 | $3.19M | 0.00% | −11,290−1.7% | Reduced |
| Haven Global Partners, LLC | 662,085 | $3.28M | 3.10% | +662,085 | New |
| Eisler Capital Management Ltd. | 677,230 | $3.36M | 0.11% | +677,230 | New |
| Moran Wealth Management, LLC | 710,138 | $3.52M | 0.11% | −48,539−6.4% | Reduced |
| Pinebridge Investments, L.P. | 710,896 | $3.53M | 0.03% | −448,532−38.7% | Reduced |
| Storebrand Asset Management AS | 747,521 | $3.71M | 0.01% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 776,466 | $3.85M | 0.02% | +126,478+19.5% | Added |
| Walleye Capital LLC | 783,968 | $3.89M | 0.04% | +769,479+5,310.8% | Added |
| AQR Capital Management LLC | 790,662 | $3.92M | 0.01% | −146,554−15.6% | Reduced |
| STRS Ohio | 793,200 | $3.93M | 0.02% | +93,200+13.3% | Added |
| Jain Global LLC | 804,566 | $3.99M | 0.12% | +804,566 | New |
| B. Metzler seel. Sohn & Co. AG | 812,533 | $4.03M | 0.04% | −198,313−19.6% | Reduced |
| Geode Capital Management, LLC | 824,759 | $4.09M | 0.00% | −26,923−3.2% | Reduced |
| Thrivent Financial for Lutherans | 844,484 | $4.19M | 0.01% | −30,406−3.5% | Reduced |
| Deprince Race & Zollo Inc | 868,924 | $4.31M | 0.09% | −177,188−16.9% | Reduced |
| BNP Paribas Arbitrage, SA | 915,686 | $4.54M | 0.00% | +714,118+354.3% | Added |
| Moon Capital Management LP | 1,000,000 | $4.96M | 3.77% | +1,000,000 | New |
| Envestnet Asset Management Inc | 1,052,062 | $5.22M | 0.00% | −140,936−11.8% | Reduced |
| Susquehanna International Group, LLP | 1,075,529 | $5.33M | 0.01% | +159,415+17.4% | Added |
| Renaissance Group LLC | 1,104,124 | $5.48M | 0.23% | −43,751−3.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,027,679 | $5.50M | 0.02% | +27,318+2.7% | Added |
| INCA Investments LLC | 1,134,092 | $5.63M | 2.32% | −634,283−35.9% | Reduced |
| Boston Partners | 1,162,884 | $5.77M | 0.01% | +38,924+3.5% | Added |
| BTG Pactual Asset Management US LLC | 1,186,094 | $5.88M | 0.76% | +1,007+0.1% | Added |
| Ramirez Asset Management, Inc. | 1,282,897 | $6.36M | 1.28% | +15,955+1.3% | Added |
| Earnest Partners LLC | 1,369,518 | $6.79M | 0.03% | −25,080−1.8% | Reduced |
| Barings LLC | 1,376,861 | $6.83M | 0.16% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 1,401,268 | $6.95M | 0.20% | −70,532−4.8% | Reduced |
| Amundi | 1,469,409 | $7.49M | 0.00% | +73,922+5.3% | Added |
| First Eagle Investment Management, LLC | 1,582,394 | $7.85M | 0.02% | −44,411−2.7% | Reduced |
| SEI Investments Co | 1,624,257 | $8.06M | 0.01% | −2,301−0.1% | Reduced |
| Millennium Management LLC | 1,690,002 | $8.38M | 0.01% | +1,342,791+386.7% | Added |
| SPX Equities Gestao de Recursos Ltda | 1,702,655 | $8.45M | 1.27% | +1,477,993+657.9% | Added |
| Cubist Systematic Strategies, LLC | 1,795,485 | $8.91M | 0.14% | +12,378+0.7% | Added |
| Natixis Advisors, L.P. | 2,018,820 | $10.0M | 0.02% | −480,096−19.2% | Reduced |
| Harding Loevner LP | 2,085,964 | $10.3M | 0.07% | −881,233−29.7% | Reduced |
| Silvercrest Asset Management Group LLC | 2,387,918 | $11.8M | 0.08% | +2,387,918 | New |
| Ameriprise Financial Inc | 2,409,296 | $12.0M | 0.00% | −6,327,854−72.4% | Reduced |
| NS Partners Ltd | 2,484,953 | $12.3M | 0.51% | −1,532,900−38.2% | Reduced |
| USS Investment Management Ltd | 2,525,966 | $12.5M | 0.09% | 00.0% | Unchanged |
| Constellation Investimentos e Participacoes Ltda | 2,540,200 | $12.6M | 12.19% | +1,249,200+96.8% | Added |
| UBS Oconnor LLC | 2,612,786 | $13.0M | 0.32% | +1,193,556+84.1% | Added |
| HSBC Holdings PLC | 2,396,356 | $13.2M | 0.01% | +146,009+6.5% | Added |
| Legal & General Group Plc | 2,727,774 | $13.5M | 0.00% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 2,840,572 | $14.1M | 0.06% | −207,261−6.8% | Reduced |
| Breakout Capital Partners, LP | 2,889,659 | $14.3M | 16.30% | 00.0% | Unchanged |
| Jane Street Group, LLC | 2,897,014 | $14.4M | 0.02% | +2,410,712+495.7% | Added |
| Teachers Retirement System of the State of Kentucky | 3,126,490 | $15.5M | 0.14% | +208,750+7.2% | Added |
| Goldman Sachs Group Inc | 3,889,092 | $19.3M | 0.00% | +502,979+14.9% | Added |
| American Century Companies Inc | 4,009,983 | $19.9M | 0.01% | +274,750+7.4% | Added |
| Qube Research & Technologies Ltd | 4,073,043 | $20.2M | 0.03% | +2,112,384+107.7% | Added |
| Northern Trust Corp | 4,225,323 | $21.0M | 0.00% | +181,025+4.5% | Added |
| New York State Common Retirement Fund | 4,287,191 | $21.3M | 0.03% | 00.0% | Unchanged |
| Wellington Management Group LLP | 4,291,886 | $21.3M | 0.00% | +4,695+0.1% | Added |
| Lazard Asset Management LLC | 4,318,501 | $21.4M | 0.03% | −2,055,005−32.2% | Reduced |
| Verition Fund Management LLC | 4,405,866 | $21.9M | 0.11% | +4,275,338+3,275.4% | Added |
| Russell Investments Group, Ltd. | 4,515,177 | $22.4M | 0.03% | −2,195,287−32.7% | Reduced |
| Mondrian Investment Partners LTD | 4,229,017 | $24.5M | 0.41% | −287,649−6.4% | Reduced |
| Todd Asset Management LLC | 5,252,444 | $26.1M | 0.62% | −44,693−0.8% | Reduced |
| Price T Rowe Associates Inc | 5,606,503 | $27.8M | 0.00% | −13,941,543−71.3% | Reduced |
| GMT Capital Corp | 5,669,500 | $28.1M | 1.37% | +978,400+20.9% | Added |
| Public Employees Retirement System of Ohio | 5,773,359 | $28.6M | 0.10% | −344,642−5.6% | Reduced |
| UBS Group AG | 5,942,371 | $29.5M | 0.01% | +2,403,056+67.9% | Added |