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 |
|---|---|---|---|---|---|
| Dodge & Cox | 17,493,415 | $96.2M | 0.05% | +872,410+5.2% | Added |
| William Blair Investment Management, LLC | 19,276,152 | $106.0M | 0.30% | +5,178,013+36.7% | Added |
| Itau Unibanco Holding S.A. | 21,455,970 | $114.6M | 4.43% | +3,937,238+22.5% | Added |
| Renaissance Technologies LLC | 21,330,571 | $117.3M | 0.18% | +10,374,894+94.7% | Added |
| BlackRock, Inc. | 23,476,755 | $129.1M | 0.00% | +3,584,492+18.0% | Added |
| Vanguard Group Inc | 24,592,740 | $135.3M | 0.00% | +1,549,003+6.7% | Added |
| Franklin Resources Inc | 31,469,548 | $173.1M | 0.05% | +3,080,088+10.8% | Added |
| Orbis Allan Gray Ltd | 41,390,151 | $227.6M | 1.30% | +41,390,151 | New |
| Robeco Institutional Asset Management B.V. | 41,964,629 | $230.8M | 0.45% | +2,306,414+5.8% | Added |
| JPMorgan Chase & Co | 44,119,642 | $242.7M | 0.02% | −3,369,967−7.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 51,411,940 | $282.8M | 0.23% | +3,393,214+7.1% | Added |
| Fisher Asset Management, LLC | 55,668,875 | $306.2M | 0.13% | +5,045,671+10.0% | Added |
| FMR LLC | 58,458,193 | $321.5M | 0.02% | +7,413,853+14.5% | Added |
| Westwood Global Investments, LLC | 62,772,033 | $345.2M | 10.67% | +5,729,739+10.0% | Added |
| Schroder Investment Management Group | 76,291,031 | $421.1M | 0.43% | +2,174,118+2.9% | Added |
| GQG Partners LLC | 77,734,889 | $427.5M | 0.68% | +68,465,514+738.6% | Added |
| Vinland Capital Management Gestora de Recursos LTDA. | 0 | $0 | 0.00% | −3,583,744−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −4,405,866−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −4,073,043−100.0% | Sold out |
| NS Partners Ltd | 0 | $0 | 0.00% | −2,484,953−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −1,690,002−100.0% | Sold out |
| Renaissance Group LLC | 0 | $0 | 0.00% | −1,104,124−100.0% | Sold out |
| Moon Capital Management LP | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −844,484−100.0% | Sold out |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −677,230−100.0% | Sold out |
| Anthracite Investment Company, Inc. | 0 | $0 | 0.00% | −627,739−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −403,625−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −396,006−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −318,184−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −301,619−100.0% | Sold out |
| Cloverfields Capital Group, LP | 0 | $0 | 0.00% | −198,635−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −181,016−100.0% | Sold out |
| Capital Markets Trading UK LLP | 0 | $0 | 0.00% | −157,000−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −143,372−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −142,600−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −125,310−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −95,738−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −89,920−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −73,248−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −64,686−100.0% | Sold out |
| Causeway Capital Management LLC | 0 | $0 | 0.00% | −43,222−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −40,614−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −40,160−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −35,331−100.0% | Sold out |
| Cullen Capital Management LLC | 0 | $0 | 0.00% | −30,061−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −29,162−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −25,797−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −23,478−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −20,800−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −19,896−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −19,354−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −16,935−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −14,825−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −11,932−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −11,751−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −11,522−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −4,169−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −3,282−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −2,838−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −2,280−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −801−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −232−100.0% | Sold out |
| Clal Insurance Enterprises Holdings Ltd | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Richardson Financial Services Inc. | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Northcape Capital Pty Ltd | – | – | – | – | Not filed |
| Madison Investment Advisors, LLC | – | – | – | – | Not filed |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Vise Technologies, Inc. | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Hilltop National Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |