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 |
|---|---|---|---|---|---|
| Voloridge Investment Management, LLC | 6,290,328 | $31.2M | 0.11% | +3,521,518+127.2% | Added |
| Victory Capital Management Inc | 6,300,457 | $31.3M | 0.03% | −394,134−5.9% | Reduced |
| Macquarie Group Ltd | 9,038,619 | $44.8M | 0.05% | −40,638−0.4% | Reduced |
| GQG Partners LLC | 9,269,375 | $46.0M | 0.07% | +2,302,211+33.0% | Added |
| Baillie Gifford & Co | 9,280,586 | $46.0M | 0.04% | −275,789−2.9% | Reduced |
| Northcape Capital Pty Ltd | 9,765,549 | $48.4M | 7.76% | +643,532+7.1% | Added |
| Capital World Investors | 10,154,528 | $50.4M | 0.01% | −24,982−0.2% | Reduced |
| Seafarer Capital Partners, LLC | 10,174,000 | $50.5M | 19.19% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 10,373,676 | $51.5M | 0.42% | −5,713,806−35.5% | Reduced |
| Marshall Wace, LLP | 10,933,960 | $54.2M | 0.07% | +2,335,830+27.2% | Added |
| Renaissance Technologies LLC | 10,955,677 | $54.3M | 0.08% | +4,694,303+75.0% | Added |
| Capital Research Global Investors | 12,319,815 | $61.1M | 0.01% | −2,957,973−19.4% | Reduced |
| State Street Corp | 12,766,938 | $64.6M | 0.00% | +244,452+2.0% | Added |
| Perpetual Ltd | 13,681,494 | $67.9M | 0.80% | +51,688+0.4% | Added |
| William Blair Investment Management, LLC | 14,098,139 | $69.9M | 0.17% | −28,955,558−67.3% | Reduced |
| D. E. Shaw & Co., Inc. | 14,325,367 | $71.1M | 0.08% | +14,325,367 | New |
| Carmignac Gestion | 16,469,073 | $81.7M | 1.30% | +350,900+2.2% | Added |
| Dodge & Cox | 16,621,005 | $82.4M | 0.05% | +1,058,400+6.8% | Added |
| Itau Unibanco Holding S.A. | 17,518,732 | $86.9M | 2.75% | −4,100,895−19.0% | Reduced |
| BlackRock, Inc. | 19,892,263 | $98.7M | 0.00% | −2,199,451−10.0% | Reduced |
| Vanguard Group Inc | 23,043,737 | $114.3M | 0.00% | −75,763−0.3% | Reduced |
| Bank of America Corp | 25,584,177 | $126.9M | 0.01% | +19,365,644+311.4% | Added |
| Franklin Resources Inc | 28,389,460 | $140.8M | 0.04% | +489,873+1.8% | Added |
| Robeco Institutional Asset Management B.V. | 39,658,215 | $196.7M | 0.37% | +1,286,014+3.4% | Added |
| Morgan Stanley | 41,235,625 | $204.5M | 0.01% | +36,917,827+855.0% | Added |
| JPMorgan Chase & Co | 47,489,609 | $235.5M | 0.02% | −3,339,906−6.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 48,018,726 | $238.2M | 0.19% | +4,151,459+9.5% | Added |
| Fisher Asset Management, LLC | 50,623,204 | $251.1M | 0.10% | +35,571+0.1% | Added |
| FMR LLC | 51,044,340 | $253.2M | 0.02% | +27,559,997+117.4% | Added |
| Westwood Global Investments, LLC | 57,042,294 | $282.9M | 7.20% | −2,005,536−3.4% | Reduced |
| Schroder Investment Management Group | 74,116,913 | $370.6M | 0.36% | −9,007,177−10.8% | Reduced |
| Vinland Capital Management Gestora de Recursos LTDA. | 3,583,744 | – | – | +2,833,915+377.9% | Added |
| Orbis Allan Gray Ltd | 0 | $0 | 0.00% | −19,248,471−100.0% | Sold out |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 0 | $0 | 0.00% | −9,076,407−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −6,367,875−100.0% | Sold out |
| Trillium Asset Management, LLC | 0 | $0 | 0.00% | −1,210,528−100.0% | Sold out |
| Antipodes Partners Ltd | 0 | $0 | 0.00% | −945,338−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −800,000−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −676,834−100.0% | Sold out |
| Oaktree Fund Advisors, LLC | 0 | $0 | 0.00% | −616,412−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −403,160−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −361,306−100.0% | Sold out |
| JGP Global Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −197,897−100.0% | Sold out |
| Investidor Profissional Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −189,678−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −182,640−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −143,424−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −139,152−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −133,543−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −90,751−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −90,527−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −86,905−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −84,000−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −73,778−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −75,800−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −65,260−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −56,041−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −48,517−100.0% | Sold out |
| Marietta Investment Partners LLC | 0 | $0 | 0.00% | −33,500−100.0% | Sold out |
| Cable Hill Partners, LLC | 0 | $0 | 0.00% | −32,787−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −31,797−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −26,277−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −23,942−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −23,068−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −22,148−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −20,100−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −18,781−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −17,419−100.0% | Sold out |
| Kathmere Capital Management, LLC | 0 | $0 | 0.00% | −17,230−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −14,362−100.0% | Sold out |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −14,289−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −13,558−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −12,491−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −10,926−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −10,738−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −10,493−100.0% | Sold out |
| Daymark Wealth Partners, LLC | 0 | $0 | 0.00% | −10,250−100.0% | Sold out |
| HTLF Bank | 0 | $0 | 0.00% | −10,237−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −10,172−100.0% | Sold out |
| Alta Capital Management LLC | 0 | $0 | 0.00% | −10,108−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −1,960−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −794−100.0% | Sold out |
| Mizuho Securities Co. Ltd. | 0 | $0 | 0.00% | −657−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| Bull Oak Capital, LLC | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| Banque Cantonale Vaudoise | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |