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 |
|---|---|---|---|---|---|
| Eagle Global Advisors LLC | 410,000 | $2.03M | 0.08% | +138,000+50.7% | Added |
| Wexford Capital LP | 403,625 | $2.00M | 0.51% | +80,000+24.7% | Added |
| Royal Bank of Canada | 398,970 | $1.98M | 0.00% | −169,961−29.9% | Reduced |
| Quantbot Technologies LP | 396,006 | $1.96M | 0.07% | −231,822−36.9% | Reduced |
| Raymond James Financial Inc | 386,626 | $1.92M | 0.00% | +386,626 | New |
| VPR Management LLC | 386,597 | $1.92M | 1.00% | 00.0% | Unchanged |
| Altrinsic Global Advisors LLC | 374,615 | $1.86M | 0.09% | −19,861−5.0% | Reduced |
| 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 |
| HRT Financial LP | 373,540 | $1.85M | 0.01% | +345,573+1,235.6% | Added |
| LPL Financial LLC | 373,234 | $1.85M | 0.00% | +80,747+27.6% | Added |
| Pzena Investment Management LLC | 371,725 | $1.84M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 368,494 | $1.83M | 0.00% | −173,145−32.0% | Reduced |
| Liontrust Investment Partners LLP | 335,000 | $1.66M | 0.02% | −3,283−1.0% | Reduced |
| Quattro Financial Advisors LLC | 300,000 | $1.65M | 0.43% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 325,768 | $1.62M | 0.42% | 00.0% | Unchanged |
| Barclays PLC | 321,017 | $1.59M | 0.00% | −125,423−28.1% | Reduced |
| Engineers Gate Manager LP | 318,184 | $1.58M | 0.03% | +212,254+200.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 303,108 | $1.50M | 0.00% | −58,709−16.2% | Reduced |
| Clearbridge Investments, LLC | 301,619 | $1.50M | 0.00% | −82,545−21.5% | Reduced |
| Rhumbline Advisers | 291,698 | $1.45M | 0.00% | −4,509−1.5% | Reduced |
| Calamos Advisors LLC | 258,625 | $1.28M | 0.01% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 243,454 | $1.21M | 0.12% | +243,454 | New |
| US Bancorp | 242,153 | $1.20M | 0.00% | −49,066−16.8% | Reduced |
| Citigroup Inc | 241,914 | $1.20M | 0.00% | +42,115+21.1% | Added |
| Optiver Holding B.V. | 236,325 | $1.17M | 0.04% | +236,325 | New |
| Daiwa Securities Group Inc. | 229,584 | $1.14M | 0.01% | −189,763−45.3% | Reduced |
| Mackenzie Financial Corp | 224,741 | $1.11M | 0.00% | +168,100+296.8% | Added |
| Two Sigma Investments, LP | 224,000 | $1.11M | 0.00% | −11,818,775−98.1% | Reduced |
| Abn Amro Investment Solutions | 223,762 | $1.11M | 0.02% | −80,796−26.5% | Reduced |
| Sanctuary Advisors, LLC | 173,244 | $1.00M | 0.01% | −5,453−3.1% | Reduced |
| Cloverfields Capital Group, LP | 198,635 | $985.2K | 0.32% | +12,200+6.5% | Added |
| Nuveen Asset Management, LLC | 196,079 | $972.6K | 0.00% | −28,347−12.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 189,329 | $939.1K | 0.00% | +112,096+145.1% | Added |
| Baker Avenue Asset Management, LP | 187,381 | $929.4K | 0.03% | −115,800−38.2% | Reduced |
| XTX Topco Ltd | 181,016 | $897.8K | 0.08% | +181,016 | New |
| Man Group plc | 177,564 | $880.7K | 0.00% | −7,496,909−97.7% | Reduced |
| Euro Pacific Asset Management, LLC | 172,436 | $858.0K | 0.18% | −892−0.5% | Reduced |
| Profund Advisors LLC | 171,750 | $851.9K | 0.03% | −8,408−4.7% | Reduced |
| Headlands Technologies LLC | 168,458 | $835.6K | 0.08% | +47,798+39.6% | Added |
| Bank of New York Mellon Corp | 167,646 | $831.5K | 0.00% | +35,994+27.3% | Added |
| Campbell & CO Investment Adviser LLC | 167,028 | $828.5K | 0.06% | +29,534+21.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 157,444 | $780.9K | 0.00% | −3,364−2.1% | Reduced |
| Capital Markets Trading UK LLP | 157,000 | $779.0K | 0.46% | +126,855+420.8% | Added |
| Thornburg Investment Management Inc | 153,944 | $763.6K | 0.01% | −24,140−13.6% | Reduced |
| Groupama Asset Managment | 146,526 | $732.6K | 0.01% | −57,693−28.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 147,688 | $732.5K | 0.01% | −70,782−32.4% | Reduced |
| Qtron Investments LLC | 145,295 | $720.7K | 0.10% | 00.0% | Unchanged |
| AXA S.A. | 143,372 | $711.1K | 0.00% | −43,150−23.1% | Reduced |
| Pathstone Holdings, LLC | 141,427 | $708.3K | 0.00% | −2,626−1.8% | Reduced |
| Segall Bryant & Hamill, LLC | 142,600 | $707.3K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 129,709 | $643.4K | 0.00% | −6,866−5.0% | Reduced |
| Matthews International Capital Management LLC | 128,201 | $635.9K | 0.13% | −106,847−45.5% | Reduced |
| Sava Infond d.o.o. | 126,000 | $625.0K | 0.11% | +126,000 | New |
| Blueshift Asset Management, LLC | 125,310 | $621.5K | 0.23% | +83,320+198.4% | Added |
| Ethic Inc. | 115,819 | $574.5K | 0.01% | −56,987−33.0% | Reduced |
| Deltec Asset Management LLC | 115,500 | $572.9K | 0.11% | +49,000+73.7% | Added |
| Solstein Capital, LLC | 108,200 | $536.7K | 0.30% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 105,834 | $524.9K | 0.00% | −27,690−20.7% | Reduced |
| Mariner, LLC | 97,521 | $483.7K | 0.00% | +254+0.3% | Added |
| Two Sigma Securities, LLC | 95,738 | $474.9K | 0.09% | +95,738 | New |
| Atria Investments LLC | 91,015 | $451.4K | 0.01% | −27,018−22.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 90,134 | $447.1K | 0.12% | −1,056−1.2% | Reduced |
| Nordea Investment Management AB | 89,756 | $446.5K | 0.00% | −37,558−29.5% | Reduced |
| Squarepoint Ops LLC | 89,920 | $446.0K | 0.00% | +89,920 | New |
| Natural Investments, LLC | 89,744 | $445.0K | 0.12% | +89,744 | New |
| Jump Financial, LLC | 88,800 | $440.4K | 0.01% | −488,112−84.6% | Reduced |
| Fifth Third Bancorp | 79,360 | $393.6K | 0.00% | −43,506−35.4% | Reduced |
| London & Capital Asset Management Ltd | 75,000 | $372.0K | 0.03% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 74,486 | $369.5K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 73,959 | $366.8K | 0.00% | +73,959 | New |
| Diversified Trust Co | 73,248 | $363.3K | 0.01% | −27,300−27.2% | Reduced |
| Mirabaud Asset Management Ltd | 72,464 | $362.3K | 0.17% | −48,162−39.9% | Reduced |
| Cerity Partners LLC | 66,228 | $360.2K | 0.00% | −6,419−8.8% | Reduced |
| Advisors Asset Management, Inc. | 72,536 | $359.8K | 0.01% | +3,272+4.7% | Added |
| QRG Capital Management, Inc. | 68,060 | $337.6K | 0.00% | −36,506−34.9% | Reduced |
| Baldwin Investment Management, LLC | 67,590 | $335.2K | 0.04% | −6,366−8.6% | Reduced |
| GWM Advisors LLC | 67,452 | $334.6K | 0.00% | +13,686+25.5% | Added |
| Centiva Capital, LP | 64,686 | $320.8K | 0.01% | −65,125−50.2% | Reduced |
| Guggenheim Capital LLC | 62,425 | $309.6K | 0.00% | +19,245+44.6% | Added |
| Vise Technologies, Inc. | 61,367 | $304.4K | 0.03% | +7,556+14.0% | Added |
| CAPROCK Group, Inc. | 58,276 | $295.3K | 0.01% | +58,276 | New |
| Tower Research Capital LLC (TRC) | 56,518 | $280.3K | 0.01% | +5,165+10.1% | Added |
| Financial Counselors Inc | 55,975 | $277.6K | 0.00% | −2,066−3.6% | Reduced |
| Wealth Alliance | 55,176 | $273.7K | 0.03% | −8,535−13.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 55,000 | $272.8K | 0.00% | −2,500−4.3% | Reduced |
| Johnson Investment Counsel Inc | 54,795 | $271.8K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 53,115 | $263.5K | 0.00% | −10,536−16.6% | Reduced |
| Congress Wealth Management LLC | 51,336 | $254.6K | 0.00% | −8,524−14.2% | Reduced |
| Vident Advisory, LLC | 50,656 | $251.3K | 0.00% | −8,176−13.9% | Reduced |
| Candriam Luxembourg S.C.A. | 50,572 | $250.8K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 48,361 | $240.0K | 0.00% | −344,339−87.7% | Reduced |
| Banco Santander, S.A. | 48,268 | $239.4K | 0.00% | −4,307−8.2% | Reduced |
| Brinker Capital Investments, LLC | 45,818 | $227.3K | 0.00% | +10,741+30.6% | Added |
| Orion Portfolio Solutions, LLC | 45,818 | $227.3K | 0.00% | +10,741+30.6% | Added |
| Farringdon Capital, Ltd. | 45,650 | $226.4K | 0.09% | +45,650 | New |
| Spire Wealth Management | 44,738 | $221.9K | 0.01% | +3,405+8.2% | Added |
| Causeway Capital Management LLC | 43,222 | $214.4K | 0.00% | +43,222 | New |
| FORA Capital, LLC | 40,614 | $201.4K | 0.02% | −37,054−47.7% | Reduced |
| Sequoia Financial Advisors, LLC | 40,607 | $201.4K | 0.00% | −60−0.1% | Reduced |