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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.

Institutional holdersQ1 2025: 316 institutions
Q1 2021: 303 institutionsQ2 2021: 303 institutionsQ3 2021: 306 institutionsQ4 2021: 269 institutionsQ1 2022: 277 institutionsQ2 2022: 274 institutionsQ3 2022: 269 institutionsQ4 2022: 290 institutionsQ1 2023: 273 institutionsQ2 2023: 289 institutionsQ3 2023: 285 institutionsQ4 2023: 315 institutionsQ1 2024: 324 institutionsQ2 2024: 334 institutionsQ3 2024: 348 institutionsQ4 2024: 332 institutionsQ1 2025: 316 institutionsQ2 2025: 333 institutionsQ3 2025: 335 institutionsQ4 2025: 383 institutionsQ1 2026: 389 institutionsQ2 2026: 394 institutions
Value heldQ1 2025: $5.56B
Q1 2021: $5.10BQ2 2021: $6.38BQ3 2021: $5.44BQ4 2021: $3.92BQ1 2022: $5.57BQ2 2022: $3.78BQ3 2022: $4.17BQ4 2022: $3.96BQ1 2023: $4.03BQ2 2023: $4.85BQ3 2023: $4.40BQ4 2023: $5.83BQ1 2024: $5.62BQ2 2024: $4.90BQ3 2024: $5.72BQ4 2024: $4.43BQ1 2025: $5.56BQ2 2025: $7.78BQ3 2025: $8.84BQ4 2025: $8.72BQ1 2026: $10.0BQ2 2026: $9.52B
Institutions holding ITUB and their total value by quarter
QuarterHoldersValue
Q2 2026394$9.52B
Q1 2026389$10.0B
Q4 2025383$8.72B
Q3 2025335$8.84B
Q2 2025333$7.78B
Q1 2025316$5.56B
Q4 2024332$4.43B
Q3 2024348$5.72B
Q2 2024334$4.90B
Q1 2024324$5.62B
Q4 2023315$5.83B
Q3 2023285$4.40B
Q2 2023289$4.85B
Q1 2023273$4.03B
Q4 2022290$3.96B
Q3 2022269$4.17B
Q2 2022274$3.78B
Q1 2022277$5.57B
Q4 2021269$3.92B
Q3 2021306$5.44B
Q2 2021303$6.38B
Q1 2021303$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.

Institutions holding ITUB in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
VPR Management LLC425,256$2.34M1.14%+38,659+10.0%Added
Citadel Advisors LLC417,949$2.30M0.00%+417,949New
Altrinsic Global Advisors LLC412,331$2.27M0.11%+37,716+10.1%Added
Longfellow Investment Management Co LLC409,472$2.25M0.55%+83,704+25.7%Added
Pzena Investment Management LLC408,895$2.25M0.01%+37,170+10.0%Added
Constellation Investimentos e Participacoes Ltda400,590$2.20M6.14%−2,139,610−84.2%Reduced
Jump Financial, LLC393,400$2.16M0.03%+304,600+343.0%Added
Madison Asset Management, LLC371,738$2.04M0.02%−2,132−0.6%Reduced
Liontrust Investment Partners LLP368,500$2.03M0.03%+33,500+10.0%Added
Abn Amro Investment Solutions367,699$2.02M0.04%+143,937+64.3%Added
LPL Financial LLC347,474$1.91M0.00%−25,760−6.9%Reduced
Rhumbline Advisers331,474$1.82M0.00%+39,776+13.6%Added
Quattro Financial Advisors LLC330,000$1.81M0.62%+30,000+10.0%Added
Boston Partners301,841$1.66M0.00%−861,043−74.0%Reduced
Calamos Advisors LLC284,895$1.57M0.01%+26,270+10.2%Added
Mirae Asset Global ETFs Holdings Ltd.277,699$1.53M0.00%−25,409−8.4%Reduced
US Bancorp270,433$1.49M0.00%+28,280+11.7%Added
Generali Investments CEE, investicni spolecnost, a.s.267,799$1.47M0.14%+24,345+10.0%Added
Guardcap Asset Management Ltd266,200$1.46M0.03%+266,200New
Virtu Financial LLC260,789$1.43M0.08%+260,789New
HRT Financial LP249,851$1.37M0.01%−123,689−33.1%Reduced
Profund Advisors LLC237,036$1.30M0.06%+65,286+38.0%Added
Campbell & CO Investment Adviser LLC236,697$1.30M0.10%+69,669+41.7%Added
Standard Life Aberdeen plc230,695$1.27M0.00%+230,695New
Wealth Enhancement Advisory Services, LLC204,386$1.12M0.00%+46,942+29.8%Added
Sanctuary Advisors, LLC192,495$1.06M0.01%+19,251+11.1%Added
Nuveen, LLC190,622$1.05M0.00%+190,622New
Euro Pacific Asset Management, LLC189,431$1.05M0.19%+16,995+9.9%Added
Mirabaud Asset Management Ltd181,044$999.4K0.52%+108,580+149.8%Added
Mackenzie Financial Corp179,521$987.4K0.00%−45,220−20.1%Reduced
Bank of New York Mellon Corp179,022$984.6K0.00%+11,376+6.8%Added
Thornburg Investment Management Inc171,850$945.2K0.01%+17,906+11.6%Added
Baker Avenue Asset Management, LP167,864$923.3K0.03%−19,517−10.4%Reduced
Citigroup Inc165,775$911.8K0.00%−76,139−31.5%Reduced
O'Shaughnessy Asset Management, LLC163,432$898.9K0.01%+15,744+10.7%Added
Qtron Investments LLC159,824$879.0K0.13%+14,529+10.0%Added
BNP Paribas Arbitrage, SA158,940$874.2K0.00%−756,746−82.6%Reduced
Banco Santander, S.A.155,795$856.9K0.01%+107,527+222.8%Added
Pathstone Holdings, LLC152,522$838.8K0.00%+11,095+7.8%Added
Groupama Asset Managment150,593$831.3K0.02%+4,067+2.8%Added
The PNC Financial Services Group, Inc.140,362$772.0K0.00%+10,653+8.2%Added
Sava Infond d.o.o.138,600$762.3K0.15%+12,600+10.0%Added
Ethic Inc.134,078$740.1K0.01%+18,259+15.8%Added
Deltec Asset Management LLC133,650$735.1K0.16%+18,150+15.7%Added
Panagora Asset Management Inc127,546$701.5K0.00%+127,546New
Mariner, LLC126,702$696.9K0.00%+29,181+29.9%Added
Jones Financial Companies LLLP119,962$662.2K0.00%+118,612+8,786.1%Added
Solstein Capital, LLC119,020$654.6K0.38%+10,820+10.0%Added
Mitsubishi UFJ Trust & Banking Corp115,939$637.7K0.00%+10,105+9.5%Added
Zurcher Kantonalbank (Zurich Cantonalbank)115,043$632.7K0.00%−74,286−39.2%Reduced
Handelsbanken Fonder AB107,037$589.0K0.00%+107,037New
Guggenheim Capital LLC105,963$582.8K0.01%+43,538+69.7%Added
Legacy Wealth Asset Management, LLC101,789$559.8K0.15%+11,655+12.9%Added
Point72 Asset Management, L.P.100,800$554.4K0.00%−472,400−82.4%Reduced
Creative Planning97,927$538.6K0.00%+58,360+147.5%Added
Natural Investments, LLC97,936$538.0K0.15%+8,192+9.1%Added
DRW Securities, LLC96,819$532.5K0.05%+96,819New
Atria Investments LLC95,712$526.4K0.01%+4,697+5.2%Added
QRG Capital Management, Inc.91,735$504.5K0.01%+23,675+34.8%Added
Banque Cantonale Vaudoise90,000$495.0K0.02%+90,000New
Fifth Third Bancorp89,264$491.0K0.00%+9,904+12.5%Added
Advisors Asset Management, Inc.84,206$463.1K0.01%+11,670+16.1%Added
Vestmark Advisory Solutions, Inc.82,764$455.2K0.01%+55,500+203.6%Added
London & Capital Asset Management Ltd82,500$453.8K0.04%+7,500+10.0%Added
Candriam Luxembourg S.C.A.76,725$422.0K0.00%+26,153+51.7%Added
Johnson Investment Counsel Inc75,796$416.9K0.00%+21,001+38.3%Added
Baldwin Investment Management, LLC74,345$408.9K0.05%+6,755+10.0%Added
We Are One Seven, LLC73,040$401.7K0.02%+73,040New
Brinker Capital Investments, LLC71,883$395.4K0.00%+26,065+56.9%Added
Orion Portfolio Solutions, LLC71,883$395.4K0.00%+26,065+56.9%Added
Nordea Investment Management AB70,369$385.6K0.00%−19,387−21.6%Reduced
Jain Global LLC70,112$385.6K0.01%−734,454−91.3%Reduced
Cerity Partners LLC68,922$379.1K0.00%+2,694+4.1%Added
Wealth Alliance68,777$378.3K0.05%+13,601+24.7%Added
First Trust Advisors LP67,865$373.3K0.00%−6,094−8.2%Reduced
CAPROCK Group, Inc.64,885$357.1K0.01%+6,609+11.3%Added
Sequoia Financial Advisors, LLC64,009$352.0K0.00%+23,402+57.6%Added
Congress Wealth Management LLC62,113$341.6K0.00%+10,777+21.0%Added
JustInvest LLC60,821$334.5K0.00%+7,706+14.5%Added
Sumitomo Mitsui DS Asset Management Company, Ltd60,500$332.8K0.00%+5,500+10.0%Added
Raiffeisen Bank International AG59,401$327.9K0.01%+59,401New
Yousif Capital Management, LLC58,309$320.7K0.00%−16,177−21.7%Reduced
Advisor Group Holdings, Inc.57,652$317.1K0.00%+17,047+42.0%Added
Spire Wealth Management51,590$283.7K0.01%+6,852+15.3%Added
Vident Advisory, LLC44,902$247.0K0.00%−5,754−11.4%Reduced
Financial Counselors Inc44,418$244.3K0.00%−11,557−20.6%Reduced
Parallax Volatility Advisers, L.P.43,909$241.5K0.01%+9,123+26.2%Added
First Affirmative Financial Network42,397$233.2K0.14%+6,804+19.1%Added
NewEdge Wealth, LLC42,265$232.5K0.00%+14,772+53.7%Added
Fox Run Management, L.L.C.42,009$231.1K0.04%+42,009New
Gould Asset Management LLC40,295$221.6K0.05%+3,660+10.0%Added
Sompo Asset Management Co., Ltd.40,018$220.1K0.04%+9,498+31.1%Added
MML Investors Services, LLC38,106$210.0K0.00%+9,333+32.4%Added
Prelude Capital Management, LLC38,000$209.0K0.02%+38,000New
Pekin Hardy Strauss, Inc.36,125$198.7K0.02%+6,375+21.4%Added
Ronald Blue Trust, Inc.35,347$194.4K0.00%+7,948+29.0%Added
Flow Traders U.S. LLC34,848$192.0K0.01%+11,741+50.8%Added
Knights of Columbus Asset Advisors LLC34,669$190.7K0.01%+1,626+4.9%Added
HBK Sorce Advisory LLC34,081$187.4K0.01%+4,510+15.3%Added
Metis Global Partners, LLC33,199$182.6K0.01%+5,323+19.1%Added