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 |
|---|---|---|---|---|---|
| Mirae Asset Global ETFs Holdings Ltd. | 277,699 | $1.53M | 0.00% | −25,409−8.4% | Reduced |
| Calamos Advisors LLC | 284,895 | $1.57M | 0.01% | +26,270+10.2% | Added |
| Boston Partners | 301,841 | $1.66M | 0.00% | −861,043−74.0% | Reduced |
| Quattro Financial Advisors LLC | 330,000 | $1.81M | 0.62% | +30,000+10.0% | Added |
| Rhumbline Advisers | 331,474 | $1.82M | 0.00% | +39,776+13.6% | Added |
| LPL Financial LLC | 347,474 | $1.91M | 0.00% | −25,760−6.9% | Reduced |
| Abn Amro Investment Solutions | 367,699 | $2.02M | 0.04% | +143,937+64.3% | Added |
| Liontrust Investment Partners LLP | 368,500 | $2.03M | 0.03% | +33,500+10.0% | Added |
| Madison Asset Management, LLC | 371,738 | $2.04M | 0.02% | −2,132−0.6% | Reduced |
| Jump Financial, LLC | 393,400 | $2.16M | 0.03% | +304,600+343.0% | Added |
| Constellation Investimentos e Participacoes Ltda | 400,590 | $2.20M | 6.14% | −2,139,610−84.2% | Reduced |
| Pzena Investment Management LLC | 408,895 | $2.25M | 0.01% | +37,170+10.0% | Added |
| Longfellow Investment Management Co LLC | 409,472 | $2.25M | 0.55% | +83,704+25.7% | Added |
| Altrinsic Global Advisors LLC | 412,331 | $2.27M | 0.11% | +37,716+10.1% | Added |
| Citadel Advisors LLC | 417,949 | $2.30M | 0.00% | +417,949 | New |
| VPR Management LLC | 425,256 | $2.34M | 1.14% | +38,659+10.0% | Added |
| DekaBank Deutsche Girozentrale | 440,000 | $2.40M | 0.00% | −65,000−12.9% | Reduced |
| Royal Bank of Canada | 445,578 | $2.45M | 0.00% | +46,608+11.7% | Added |
| Oaktree Fund Advisors, LLC | 454,016 | $2.50M | 3.63% | +454,016 | New |
| Raymond James Financial Inc | 472,273 | $2.60M | 0.00% | +85,647+22.2% | Added |
| Eagle Global Advisors LLC | 517,000 | $2.84M | 0.12% | +107,000+26.1% | Added |
| Marshall Wace, LLP | 518,511 | $2.85M | 0.00% | −10,415,449−95.3% | Reduced |
| Crossmark Global Holdings, Inc. | 539,314 | $2.97M | 0.05% | +51,447+10.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 547,910 | $3.01M | 0.01% | +547,910 | New |
| Dimensional Fund Advisors LP | 579,189 | $3.19M | 0.00% | +127,154+28.1% | Added |
| Invesco Ltd. | 585,013 | $3.22M | 0.00% | +216,519+58.8% | Added |
| Brandywine Global Investment Management, LLC | 593,140 | $3.26M | 0.02% | −7,619−1.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 614,082 | $3.38M | 0.01% | +565,721+1,169.8% | Added |
| Geode Capital Management, LLC | 637,692 | $3.51M | 0.00% | −187,067−22.7% | Reduced |
| Cubist Systematic Strategies, LLC | 639,180 | $3.52M | 0.05% | −1,156,305−64.4% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 674,067 | $3.71M | 0.48% | −1,028,588−60.4% | Reduced |
| Haven Global Partners, LLC | 682,091 | $3.75M | 3.93% | +20,006+3.0% | Added |
| Wells Fargo & Company | 756,675 | $4.16M | 0.00% | +112,535+17.5% | Added |
| Daiwa Securities Group Inc. | 789,618 | $4.34M | 0.02% | +560,034+243.9% | Added |
| Pinebridge Investments, L.P. | 812,200 | $4.47M | 0.04% | +101,304+14.3% | Added |
| Storebrand Asset Management AS | 822,271 | $4.52M | 0.01% | +74,750+10.0% | Added |
| Moran Wealth Management, LLC | 823,756 | $4.53M | 0.15% | +113,618+16.0% | Added |
| Employees Retirement System of Texas | 847,094 | $4.66M | 0.04% | +847,094 | New |
| B. Metzler seel. Sohn & Co. AG | 8,641,277 | $4.75M | 0.05% | +7,828,744+963.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 866,035 | $4.76M | 0.02% | +89,569+11.5% | Added |
| Jane Street Group, LLC | 878,834 | $4.83M | 0.01% | −2,018,180−69.7% | Reduced |
| STRS Ohio | 901,560 | $4.96M | 0.02% | +108,360+13.7% | Added |
| Optiver Holding B.V. | 973,272 | $5.35M | 0.21% | +736,947+311.8% | Added |
| Matthews International Capital Management LLC | 1,013,725 | $5.58M | 1.15% | +885,524+690.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,134,247 | $5.78M | 0.02% | +106,568+10.4% | Added |
| Two Sigma Investments, LP | 1,058,364 | $5.82M | 0.01% | +834,364+372.5% | Added |
| Envestnet Asset Management Inc | 1,215,961 | $6.69M | 0.00% | +163,899+15.6% | Added |
| INCA Investments LLC | 1,247,501 | $6.86M | 3.14% | +113,409+10.0% | Added |
| Deprince Race & Zollo Inc | 1,279,785 | $7.04M | 0.15% | +410,861+47.3% | Added |
| BTG Pactual Asset Management US LLC | 1,304,671 | $7.18M | 0.93% | +118,577+10.0% | Added |
| Earnest Partners LLC | 1,450,014 | $7.98M | 0.04% | +80,496+5.9% | Added |
| Barings LLC | 1,514,547 | $8.33M | 0.21% | +137,686+10.0% | Added |
| Susquehanna International Group, LLP | 1,593,600 | $8.76M | 0.01% | +518,071+48.2% | Added |
| Boston Common Asset Management, LLC | 1,612,969 | $8.87M | 0.27% | +211,701+15.1% | Added |
| UBS Oconnor LLC | 1,789,588 | $9.84M | 0.23% | −823,198−31.5% | Reduced |
| SEI Investments Co | 1,799,765 | $9.90M | 0.01% | +175,508+10.8% | Added |
| Ramirez Asset Management, Inc. | 1,856,717 | $10.2M | 2.12% | +573,820+44.7% | Added |
| First Eagle Investment Management, LLC | 2,053,203 | $11.3M | 0.02% | +470,809+29.8% | Added |
| Amundi | 2,009,335 | $11.4M | 0.00% | +539,926+36.7% | Added |
| Harding Loevner LP | 2,230,545 | $12.3M | 0.09% | +144,581+6.9% | Added |
| AQR Capital Management LLC | 2,473,016 | $13.6M | 0.01% | +1,682,354+212.8% | Added |
| Silvercrest Asset Management Group LLC | 2,626,709 | $14.4M | 0.10% | +238,791+10.0% | Added |
| Natixis Advisors, L.P. | 2,660,338 | $14.6M | 0.03% | +641,518+31.8% | Added |
| USS Investment Management Ltd | 2,778,562 | $15.3M | 0.12% | +252,596+10.0% | Added |
| Legal & General Group Plc | 3,000,550 | $16.5M | 0.00% | +272,776+10.0% | Added |
| State of New Jersey Common Pension Fund D | 3,124,628 | $17.2M | 0.08% | +284,056+10.0% | Added |
| Breakout Capital Partners, LP | 3,178,624 | $17.5M | 16.01% | +288,965+10.0% | Added |
| TT International Asset Management LTD | 3,241,085 | $17.8M | 2.66% | +3,241,085 | New |
| Victory Capital Management Inc | 3,399,444 | $18.7M | 0.02% | −2,901,013−46.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,439,139 | $18.9M | 0.17% | +312,649+10.0% | Added |
| HSBC Holdings PLC | 3,225,359 | $19.9M | 0.01% | +829,003+34.6% | Added |
| Morgan Stanley | 4,137,429 | $22.8M | 0.00% | −37,098,196−90.0% | Reduced |
| Mondrian Investment Partners LTD | 4,603,099 | $25.3M | 0.43% | +374,082+8.8% | Added |
| American Century Companies Inc | 4,704,461 | $25.9M | 0.02% | +694,478+17.3% | Added |
| Man Group plc | 4,974,408 | $27.4M | 0.08% | +4,796,844+2,701.5% | Added |
| Goldman Sachs Group Inc | 4,996,699 | $27.5M | 0.01% | +1,107,607+28.5% | Added |
| UBS Group AG | 5,006,318 | $27.5M | 0.01% | −936,053−15.8% | Reduced |
| Bank of America Corp | 5,343,450 | $29.4M | 0.00% | −20,240,727−79.1% | Reduced |
| Price T Rowe Associates Inc | 5,652,740 | $31.1M | 0.00% | +46,237+0.8% | Added |
| Todd Asset Management LLC | 5,802,840 | $31.9M | 0.75% | +550,396+10.5% | Added |
| New York State Common Retirement Fund | 5,906,250 | $32.5M | 0.05% | +1,619,059+37.8% | Added |
| Wellington Management Group LLP | 5,911,413 | $32.5M | 0.01% | +1,619,527+37.7% | Added |
| Lazard Asset Management LLC | 6,065,427 | $33.4M | 0.05% | +1,746,926+40.5% | Added |
| Public Employees Retirement System of Ohio | 6,219,128 | $34.2M | 0.12% | +445,769+7.7% | Added |
| Russell Investments Group, Ltd. | 6,651,216 | $36.6M | 0.05% | +2,136,039+47.3% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 6,941,012 | $38.2M | 0.78% | +6,941,012 | New |
| Northern Trust Corp | 6,961,516 | $38.3M | 0.01% | +2,736,193+64.8% | Added |
| GMT Capital Corp | 7,084,030 | $39.0M | 2.07% | +1,414,530+24.9% | Added |
| Ameriprise Financial Inc | 8,221,235 | $45.2M | 0.01% | +5,811,939+241.2% | Added |
| Macquarie Group Ltd | 9,947,128 | $54.7M | 0.07% | +908,509+10.1% | Added |
| Baillie Gifford & Co | 10,215,409 | $56.2M | 0.05% | +934,823+10.1% | Added |
| Seafarer Capital Partners, LLC | 11,191,400 | $61.6M | 19.94% | +1,017,400+10.0% | Added |
| Voloridge Investment Management, LLC | 12,274,377 | $67.5M | 0.25% | +5,984,049+95.1% | Added |
| Capital World Investors | 12,743,493 | $70.1M | 0.01% | +2,588,965+25.5% | Added |
| D. E. Shaw & Co., Inc. | 13,097,200 | $72.0M | 0.09% | −1,228,167−8.6% | Reduced |
| Capital Research Global Investors | 13,700,221 | $75.4M | 0.02% | +1,380,406+11.2% | Added |
| State Street Corp | 13,904,422 | $76.5M | 0.00% | +1,137,484+8.9% | Added |
| Driehaus Capital Management LLC | 14,553,574 | $80.0M | 0.77% | +4,179,898+40.3% | Added |
| Perpetual Ltd | 15,031,037 | $82.7M | 1.00% | +1,349,543+9.9% | Added |
| Carmignac Gestion | 15,891,740 | $87.4M | 1.44% | −577,333−3.5% | Reduced |