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, Q1 2025
Institutional positions in Itau Unibanco Holding S.A. as of Mar 31, 2025. 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
- 316
- −9 vs. Q4 2024
- Shares held
- 1.02B
- +134.4M (+15.2%) vs. Q4 2024
- Total value
- $5.56B
- +$1.18B (+27.0%) vs. Q4 2024
- New holders
- 44
- 216 more added
- Sold out
- 53
- 53 more reduced
7 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GQG Partners LLC | 77,734,889 | $427.5M | 0.68% | +68,465,514+738.6% | Added |
| Schroder Investment Management Group | 76,291,031 | $421.1M | 0.43% | +2,174,118+2.9% | Added |
| Westwood Global Investments, LLC | 62,772,033 | $345.2M | 10.67% | +5,729,739+10.0% | Added |
| FMR LLC | 58,458,193 | $321.5M | 0.02% | +7,413,853+14.5% | Added |
| Fisher Asset Management, LLC | 55,668,875 | $306.2M | 0.13% | +5,045,671+10.0% | Added |
| Arrowstreet Capital, Limited Partnership | 51,411,940 | $282.8M | 0.23% | +3,393,214+7.1% | Added |
| JPMorgan Chase & Co | 44,119,642 | $242.7M | 0.02% | −3,369,967−7.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 41,964,629 | $230.8M | 0.45% | +2,306,414+5.8% | Added |
| Orbis Allan Gray Ltd | 41,390,151 | $227.6M | 1.30% | +41,390,151 | New |
| Franklin Resources Inc | 31,469,548 | $173.1M | 0.05% | +3,080,088+10.8% | Added |
| Vanguard Group Inc | 24,592,740 | $135.3M | 0.00% | +1,549,003+6.7% | Added |
| BlackRock, Inc. | 23,476,755 | $129.1M | 0.00% | +3,584,492+18.0% | Added |
| Renaissance Technologies LLC | 21,330,571 | $117.3M | 0.18% | +10,374,894+94.7% | Added |
| Itau Unibanco Holding S.A. | 21,455,970 | $114.6M | 4.43% | +3,937,238+22.5% | Added |
| William Blair Investment Management, LLC | 19,276,152 | $106.0M | 0.30% | +5,178,013+36.7% | Added |
| Dodge & Cox | 17,493,415 | $96.2M | 0.05% | +872,410+5.2% | Added |
| Carmignac Gestion | 15,891,740 | $87.4M | 1.44% | −577,333−3.5% | Reduced |
| Perpetual Ltd | 15,031,037 | $82.7M | 1.00% | +1,349,543+9.9% | Added |
| Driehaus Capital Management LLC | 14,553,574 | $80.0M | 0.77% | +4,179,898+40.3% | Added |
| State Street Corp | 13,904,422 | $76.5M | 0.00% | +1,137,484+8.9% | Added |
| Capital Research Global Investors | 13,700,221 | $75.4M | 0.02% | +1,380,406+11.2% | Added |
| D. E. Shaw & Co., Inc. | 13,097,200 | $72.0M | 0.09% | −1,228,167−8.6% | Reduced |
| Capital World Investors | 12,743,493 | $70.1M | 0.01% | +2,588,965+25.5% | Added |
| Voloridge Investment Management, LLC | 12,274,377 | $67.5M | 0.25% | +5,984,049+95.1% | Added |
| Seafarer Capital Partners, LLC | 11,191,400 | $61.6M | 19.94% | +1,017,400+10.0% | Added |
| Baillie Gifford & Co | 10,215,409 | $56.2M | 0.05% | +934,823+10.1% | Added |
| Macquarie Group Ltd | 9,947,128 | $54.7M | 0.07% | +908,509+10.1% | Added |
| Ameriprise Financial Inc | 8,221,235 | $45.2M | 0.01% | +5,811,939+241.2% | Added |
| GMT Capital Corp | 7,084,030 | $39.0M | 2.07% | +1,414,530+24.9% | Added |
| Northern Trust Corp | 6,961,516 | $38.3M | 0.01% | +2,736,193+64.8% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 6,941,012 | $38.2M | 0.78% | +6,941,012 | New |
| Russell Investments Group, Ltd. | 6,651,216 | $36.6M | 0.05% | +2,136,039+47.3% | Added |
| Public Employees Retirement System of Ohio | 6,219,128 | $34.2M | 0.12% | +445,769+7.7% | Added |
| Lazard Asset Management LLC | 6,065,427 | $33.4M | 0.05% | +1,746,926+40.5% | Added |
| Wellington Management Group LLP | 5,911,413 | $32.5M | 0.01% | +1,619,527+37.7% | Added |
| New York State Common Retirement Fund | 5,906,250 | $32.5M | 0.05% | +1,619,059+37.8% | Added |
| Todd Asset Management LLC | 5,802,840 | $31.9M | 0.75% | +550,396+10.5% | Added |
| Price T Rowe Associates Inc | 5,652,740 | $31.1M | 0.00% | +46,237+0.8% | Added |
| Bank of America Corp | 5,343,450 | $29.4M | 0.00% | −20,240,727−79.1% | Reduced |
| UBS Group AG | 5,006,318 | $27.5M | 0.01% | −936,053−15.8% | Reduced |
| Goldman Sachs Group Inc | 4,996,699 | $27.5M | 0.01% | +1,107,607+28.5% | Added |
| Man Group plc | 4,974,408 | $27.4M | 0.08% | +4,796,844+2,701.5% | Added |
| American Century Companies Inc | 4,704,461 | $25.9M | 0.02% | +694,478+17.3% | Added |
| Mondrian Investment Partners LTD | 4,603,099 | $25.3M | 0.43% | +374,082+8.8% | Added |
| Morgan Stanley | 4,137,429 | $22.8M | 0.00% | −37,098,196−90.0% | Reduced |
| HSBC Holdings PLC | 3,225,359 | $19.9M | 0.01% | +829,003+34.6% | Added |
| Teachers Retirement System of the State of Kentucky | 3,439,139 | $18.9M | 0.17% | +312,649+10.0% | Added |
| Victory Capital Management Inc | 3,399,444 | $18.7M | 0.02% | −2,901,013−46.0% | Reduced |
| TT International Asset Management LTD | 3,241,085 | $17.8M | 2.66% | +3,241,085 | New |
| Breakout Capital Partners, LP | 3,178,624 | $17.5M | 16.01% | +288,965+10.0% | Added |
| State of New Jersey Common Pension Fund D | 3,124,628 | $17.2M | 0.08% | +284,056+10.0% | Added |
| Legal & General Group Plc | 3,000,550 | $16.5M | 0.00% | +272,776+10.0% | Added |
| USS Investment Management Ltd | 2,778,562 | $15.3M | 0.12% | +252,596+10.0% | Added |
| Natixis Advisors, L.P. | 2,660,338 | $14.6M | 0.03% | +641,518+31.8% | Added |
| Silvercrest Asset Management Group LLC | 2,626,709 | $14.4M | 0.10% | +238,791+10.0% | Added |
| AQR Capital Management LLC | 2,473,016 | $13.6M | 0.01% | +1,682,354+212.8% | Added |
| Harding Loevner LP | 2,230,545 | $12.3M | 0.09% | +144,581+6.9% | Added |
| Amundi | 2,009,335 | $11.4M | 0.00% | +539,926+36.7% | Added |
| First Eagle Investment Management, LLC | 2,053,203 | $11.3M | 0.02% | +470,809+29.8% | Added |
| Ramirez Asset Management, Inc. | 1,856,717 | $10.2M | 2.12% | +573,820+44.7% | Added |
| SEI Investments Co | 1,799,765 | $9.90M | 0.01% | +175,508+10.8% | Added |
| UBS Oconnor LLC | 1,789,588 | $9.84M | 0.23% | −823,198−31.5% | Reduced |
| Boston Common Asset Management, LLC | 1,612,969 | $8.87M | 0.27% | +211,701+15.1% | Added |
| Susquehanna International Group, LLP | 1,593,600 | $8.76M | 0.01% | +518,071+48.2% | Added |
| Barings LLC | 1,514,547 | $8.33M | 0.21% | +137,686+10.0% | Added |
| Earnest Partners LLC | 1,450,014 | $7.98M | 0.04% | +80,496+5.9% | Added |
| BTG Pactual Asset Management US LLC | 1,304,671 | $7.18M | 0.93% | +118,577+10.0% | Added |
| Deprince Race & Zollo Inc | 1,279,785 | $7.04M | 0.15% | +410,861+47.3% | Added |
| INCA Investments LLC | 1,247,501 | $6.86M | 3.14% | +113,409+10.0% | Added |
| Envestnet Asset Management Inc | 1,215,961 | $6.69M | 0.00% | +163,899+15.6% | Added |
| Two Sigma Investments, LP | 1,058,364 | $5.82M | 0.01% | +834,364+372.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,134,247 | $5.78M | 0.02% | +106,568+10.4% | Added |
| Matthews International Capital Management LLC | 1,013,725 | $5.58M | 1.15% | +885,524+690.7% | Added |
| Optiver Holding B.V. | 973,272 | $5.35M | 0.21% | +736,947+311.8% | Added |
| STRS Ohio | 901,560 | $4.96M | 0.02% | +108,360+13.7% | Added |
| Jane Street Group, LLC | 878,834 | $4.83M | 0.01% | −2,018,180−69.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 866,035 | $4.76M | 0.02% | +89,569+11.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,641,277 | $4.75M | 0.05% | +7,828,744+963.5% | Added |
| Employees Retirement System of Texas | 847,094 | $4.66M | 0.04% | +847,094 | New |
| Moran Wealth Management, LLC | 823,756 | $4.53M | 0.15% | +113,618+16.0% | Added |
| Storebrand Asset Management AS | 822,271 | $4.52M | 0.01% | +74,750+10.0% | Added |
| Pinebridge Investments, L.P. | 812,200 | $4.47M | 0.04% | +101,304+14.3% | Added |
| Daiwa Securities Group Inc. | 789,618 | $4.34M | 0.02% | +560,034+243.9% | Added |
| Wells Fargo & Company | 756,675 | $4.16M | 0.00% | +112,535+17.5% | Added |
| Haven Global Partners, LLC | 682,091 | $3.75M | 3.93% | +20,006+3.0% | Added |
| SPX Equities Gestao de Recursos Ltda | 674,067 | $3.71M | 0.48% | −1,028,588−60.4% | Reduced |
| Cubist Systematic Strategies, LLC | 639,180 | $3.52M | 0.05% | −1,156,305−64.4% | Reduced |
| Geode Capital Management, LLC | 637,692 | $3.51M | 0.00% | −187,067−22.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 614,082 | $3.38M | 0.01% | +565,721+1,169.8% | Added |
| Brandywine Global Investment Management, LLC | 593,140 | $3.26M | 0.02% | −7,619−1.3% | Reduced |
| Invesco Ltd. | 585,013 | $3.22M | 0.00% | +216,519+58.8% | Added |
| Dimensional Fund Advisors LP | 579,189 | $3.19M | 0.00% | +127,154+28.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 547,910 | $3.01M | 0.01% | +547,910 | New |
| Crossmark Global Holdings, Inc. | 539,314 | $2.97M | 0.05% | +51,447+10.5% | Added |
| Marshall Wace, LLP | 518,511 | $2.85M | 0.00% | −10,415,449−95.3% | Reduced |
| Eagle Global Advisors LLC | 517,000 | $2.84M | 0.12% | +107,000+26.1% | Added |
| Raymond James Financial Inc | 472,273 | $2.60M | 0.00% | +85,647+22.2% | Added |
| Oaktree Fund Advisors, LLC | 454,016 | $2.50M | 3.63% | +454,016 | New |
| Royal Bank of Canada | 445,578 | $2.45M | 0.00% | +46,608+11.7% | Added |
| DekaBank Deutsche Girozentrale | 440,000 | $2.40M | 0.00% | −65,000−12.9% | Reduced |