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, Q2 2025
Institutional positions in Itau Unibanco Holding S.A. as of Jun 30, 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
- 333
- +23 vs. Q1 2025
- Shares held
- 1.15B
- +140.4M (+13.8%) vs. Q1 2025
- Total value
- $7.78B
- +$2.25B (+40.7%) vs. Q1 2025
- New holders
- 51
- 120 more added
- Sold out
- 28
- 114 more reduced
6 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GQG Partners LLC | 91,595,734 | $621.9M | 0.88% | +13,860,845+17.8% | Added |
| Orbis Allan Gray Ltd | 84,543,938 | $574.1M | 2.79% | +43,153,787+104.3% | Added |
| Schroder Investment Management Group | 71,018,672 | $482.2M | 0.41% | −5,272,359−6.9% | Reduced |
| FMR LLC | 67,137,955 | $455.9M | 0.03% | +8,679,762+14.8% | Added |
| Westwood Global Investments, LLC | 64,093,771 | $435.2M | 11.74% | +1,321,738+2.1% | Added |
| Fisher Asset Management, LLC | 61,497,171 | $417.6M | 0.17% | +5,828,296+10.5% | Added |
| Arrowstreet Capital, Limited Partnership | 55,852,163 | $379.2M | 0.27% | +4,440,223+8.6% | Added |
| Wellington Management Group LLP | 45,997,609 | $312.3M | 0.06% | +40,086,196+678.1% | Added |
| Robeco Institutional Asset Management B.V. | 41,284,343 | $280.3M | 0.45% | −680,286−1.6% | Reduced |
| JPMorgan Chase & Co | 41,017,616 | $278.5M | 0.02% | −3,102,026−7.0% | Reduced |
| Franklin Resources Inc | 30,843,272 | $209.4M | 0.06% | −626,276−2.0% | Reduced |
| William Blair Investment Management, LLC | 29,278,462 | $198.9M | 0.53% | +10,002,310+51.9% | Added |
| Capital Research Global Investors | 28,885,276 | $196.1M | 0.04% | +15,185,055+110.8% | Added |
| BlackRock, Inc. | 27,673,141 | $187.9M | 0.00% | +4,196,386+17.9% | Added |
| Price T Rowe Associates Inc | 27,444,610 | $186.3M | 0.02% | +21,791,870+385.5% | Added |
| Renaissance Technologies LLC | 26,749,971 | $181.6M | 0.24% | +5,419,400+25.4% | Added |
| Vanguard Group Inc | 24,181,342 | $164.2M | 0.00% | −411,398−1.7% | Reduced |
| Dodge & Cox | 17,675,815 | $120.0M | 0.07% | +182,400+1.0% | Added |
| Carmignac Gestion | 14,046,110 | $95.4M | 1.47% | −1,845,630−11.6% | Reduced |
| Perpetual Ltd | 13,987,162 | $95.0M | 1.11% | −1,043,875−6.9% | Reduced |
| Itau Unibanco Holding S.A. | 22,005,070 | $93.4M | 3.55% | +549,100+2.6% | Added |
| State Street Corp | 13,575,321 | $93.1M | 0.00% | −329,101−2.4% | Reduced |
| Capital World Investors | 12,798,507 | $86.9M | 0.01% | +55,014+0.4% | Added |
| Driehaus Capital Management LLC | 11,779,163 | $80.0M | 0.64% | −2,774,411−19.1% | Reduced |
| Seafarer Capital Partners, LLC | 11,191,400 | $76.0M | 20.75% | 00.0% | Unchanged |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 11,004,494 | $74.7M | 1.48% | +4,063,482+58.5% | Added |
| Voloridge Investment Management, LLC | 10,845,477 | $73.6M | 0.27% | −1,428,900−11.6% | Reduced |
| Northcape Capital Pty Ltd | 10,799,984 | $73.3M | 9.33% | +10,799,984 | New |
| Baillie Gifford & Co | 10,148,531 | $68.9M | 0.05% | −66,878−0.7% | Reduced |
| Macquarie Group Ltd | 9,860,926 | $67.0M | 0.08% | −86,202−0.9% | Reduced |
| Ameriprise Financial Inc | 9,087,959 | $61.7M | 0.02% | +866,724+10.5% | Added |
| Russell Investments Group, Ltd. | 8,146,771 | $55.3M | 0.07% | +1,495,555+22.5% | Added |
| Public Employees Retirement System of Ohio | 7,355,262 | $49.9M | 0.17% | +1,136,134+18.3% | Added |
| GMT Capital Corp | 6,054,530 | $41.1M | 1.72% | −1,029,500−14.5% | Reduced |
| Todd Asset Management LLC | 5,851,509 | $39.7M | 0.86% | +48,669+0.8% | Added |
| Lazard Asset Management LLC | 5,813,502 | $39.5M | 0.05% | −251,925−4.2% | Reduced |
| New York State Common Retirement Fund | 5,788,870 | $39.3M | 0.05% | −117,380−2.0% | Reduced |
| American Century Companies Inc | 5,526,116 | $37.5M | 0.02% | +821,655+17.5% | Added |
| Northern Trust Corp | 5,215,515 | $35.4M | 0.00% | −1,746,001−25.1% | Reduced |
| Goldman Sachs Group Inc | 4,961,293 | $33.7M | 0.01% | −35,406−0.7% | Reduced |
| HSBC Holdings PLC | 4,003,922 | $30.2M | 0.02% | +778,563+24.1% | Added |
| UBS Group AG | 4,256,256 | $28.9M | 0.01% | −750,062−15.0% | Reduced |
| Bank of America Corp | 4,222,235 | $28.7M | 0.00% | −1,121,215−21.0% | Reduced |
| Morgan Stanley | 3,660,407 | $24.9M | 0.00% | −477,022−11.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,439,139 | $23.4M | 0.19% | 00.0% | Unchanged |
| Breakout Capital Partners, LP | 3,178,624 | $21.6M | 21.13% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 3,124,628 | $21.2M | 0.08% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,000,550 | $20.4M | 0.01% | 00.0% | Unchanged |
| USS Investment Management Ltd | 2,778,561 | $18.9M | 0.12% | −10.0% | Reduced |
| Natixis Advisors, L.P. | 2,722,034 | $18.5M | 0.03% | +61,696+2.3% | Added |
| Silvercrest Asset Management Group LLC | 2,626,709 | $17.8M | 0.12% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 2,266,228 | $15.4M | 0.03% | +213,025+10.4% | Added |
| Ramirez Asset Management, Inc. | 2,162,787 | $14.7M | 2.22% | +306,070+16.5% | Added |
| Susquehanna International Group, LLP | 2,102,357 | $14.3M | 0.02% | +508,757+31.9% | Added |
| Amundi | 1,948,316 | $13.3M | 0.00% | −61,019−3.0% | Reduced |
| Harding Loevner LP | 1,747,688 | $11.9M | 0.08% | −482,857−21.6% | Reduced |
| Boston Common Asset Management, LLC | 1,733,872 | $11.8M | 0.33% | +120,903+7.5% | Added |
| UBS Oconnor LLC | 1,447,730 | $9.83M | 0.27% | −341,858−19.1% | Reduced |
| Pictet Asset Management Holding SA | 1,430,425 | $9.71M | 0.01% | +1,430,425 | New |
| Deprince Race & Zollo Inc | 1,295,470 | $8.80M | 0.18% | +15,685+1.2% | Added |
| INCA Investments LLC | 1,247,501 | $8.47M | 3.29% | 00.0% | Unchanged |
| Barings LLC | 1,208,149 | $8.20M | 0.19% | −306,398−20.2% | Reduced |
| Envestnet Asset Management Inc | 1,203,214 | $8.17M | 0.00% | −12,747−1.0% | Reduced |
| Two Sigma Investments, LP | 1,178,964 | $8.01M | 0.01% | +120,600+11.4% | Added |
| Matthews International Capital Management LLC | 1,126,855 | $7.65M | 1.76% | +113,130+11.2% | Added |
| D. E. Shaw & Co., Inc. | 1,080,148 | $7.33M | 0.01% | −12,017,052−91.8% | Reduced |
| Employees Retirement System of Texas | 967,156 | $6.57M | 0.05% | +120,062+14.2% | Added |
| STRS Ohio | 901,560 | $6.12M | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 881,021 | $5.98M | 0.03% | −568,993−39.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 858,195 | $5.83M | 0.02% | +310,285+56.6% | Added |
| Moran Wealth Management, LLC | 828,255 | $5.62M | 0.17% | +4,499+0.5% | Added |
| Storebrand Asset Management AS | 822,271 | $5.58M | 0.02% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 816,460 | $5.54M | 0.02% | −49,575−5.7% | Reduced |
| Pinebridge Investments, L.P. | 812,200 | $5.51M | 0.04% | 00.0% | Unchanged |
| SEI Investments Co | 805,930 | $5.47M | 0.01% | −993,835−55.2% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 793,180 | $5.39M | 0.50% | +119,113+17.7% | Added |
| Daiwa Securities Group Inc. | 782,254 | $5.31M | 0.02% | −7,364−0.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 770,736 | $5.23M | 0.05% | −7,870,541−91.1% | Reduced |
| Nomura Asset Management Co Ltd | 732,973 | $4.98M | 0.01% | +732,973 | New |
| Wells Fargo & Company | 718,452 | $4.88M | 0.00% | −38,223−5.1% | Reduced |
| Boston Partners | 702,240 | $4.77M | 0.01% | +400,399+132.7% | Added |
| Dimensional Fund Advisors LP | 701,934 | $4.77M | 0.00% | +122,745+21.2% | Added |
| Wim Investment Management Ltd | 692,500 | $4.70M | 1.56% | +692,500 | New |
| Haven Global Partners, LLC | 675,683 | $4.59M | 3.60% | −6,408−0.9% | Reduced |
| Cullen Capital Management LLC | 675,383 | $4.59M | 0.05% | +675,383 | New |
| Jane Street Group, LLC | 658,856 | $4.47M | 0.01% | −219,978−25.0% | Reduced |
| Oaktree Fund Advisors, LLC | 656,761 | $4.46M | 7.74% | +202,745+44.7% | Added |
| Marshall Wace, LLP | 656,137 | $4.46M | 0.01% | +137,626+26.5% | Added |
| Jump Financial, LLC | 655,226 | $4.45M | 0.05% | +261,826+66.6% | Added |
| Zeno Equity Partners LLP | 556,222 | $3.80M | 1.64% | +556,222 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 559,455 | $3.80M | 0.01% | −54,627−8.9% | Reduced |
| Balyasny Asset Management LLC | 550,558 | $3.74M | 0.01% | +550,558 | New |
| Crossmark Global Holdings, Inc. | 539,223 | $3.66M | 0.06% | −910.0% | Reduced |
| Geode Capital Management, LLC | 504,085 | $3.42M | 0.00% | −133,607−21.0% | Reduced |
| Raymond James Financial Inc | 495,889 | $3.37M | 0.00% | +23,616+5.0% | Added |
| Royal Bank of Canada | 491,065 | $3.33M | 0.00% | +45,487+10.2% | Added |
| DekaBank Deutsche Girozentrale | 505,000 | $3.32M | 0.01% | +65,000+14.8% | Added |
| Brandywine Global Investment Management, LLC | 486,540 | $3.30M | 0.02% | −106,600−18.0% | Reduced |
| Calamos Advisors LLC | 477,001 | $3.24M | 0.01% | +192,106+67.4% | Added |
| Eagle Global Advisors LLC | 472,000 | $3.20M | 0.13% | −45,000−8.7% | Reduced |