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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 167,491 | $1.14M | 0.00% | −3,231,953−95.1% | Reduced |
| Euro Pacific Asset Management, LLC | 178,721 | $1.22M | 0.20% | −10,710−5.7% | Reduced |
| UBS Asset Management Americas Inc | 190,484 | $1.29M | 0.00% | +190,484 | New |
| Sanctuary Advisors, LLC | 196,756 | $1.34M | 0.01% | +4,261+2.2% | Added |
| Man Group plc | 205,495 | $1.40M | 0.00% | −4,768,913−95.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 203,441 | $1.41M | 0.00% | −945−0.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 210,753 | $1.43M | 0.01% | +47,321+29.0% | Added |
| Qube Research & Technologies Ltd | 220,035 | $1.49M | 0.00% | +220,035 | New |
| Standard Life Aberdeen plc | 224,266 | $1.52M | 0.00% | −6,429−2.8% | Reduced |
| Profund Advisors LLC | 224,427 | $1.52M | 0.05% | −12,609−5.3% | Reduced |
| Two Sigma Securities, LLC | 229,199 | $1.56M | 0.19% | +229,199 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 252,200 | $1.71M | 0.00% | −25,499−9.2% | Reduced |
| US Bancorp | 254,789 | $1.73M | 0.00% | −15,644−5.8% | Reduced |
| Guardcap Asset Management Ltd | 266,200 | $1.81M | 0.04% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 267,799 | $1.82M | 0.15% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 280,124 | $1.90M | 0.01% | −854,123−75.3% | Reduced |
| BNP Paribas Arbitrage, SA | 289,486 | $1.97M | 0.00% | +130,546+82.1% | Added |
| Liontrust Investment Partners LLP | 300,000 | $2.04M | 0.03% | −68,500−18.6% | Reduced |
| Longfellow Investment Management Co LLC | 321,223 | $2.18M | 0.54% | −88,249−21.6% | Reduced |
| Meritage Portfolio Management | 324,118 | $2.20M | 0.14% | +324,118 | New |
| Invesco Ltd. | 327,136 | $2.22M | 0.00% | −257,877−44.1% | Reduced |
| Quattro Financial Advisors LLC | 330,000 | $2.24M | 0.79% | 00.0% | Unchanged |
| Citigroup Inc | 351,681 | $2.39M | 0.00% | +185,906+112.1% | Added |
| First Trust Advisors LP | 356,467 | $2.42M | 0.00% | +288,602+425.3% | Added |
| LPL Financial LLC | 357,875 | $2.43M | 0.00% | +10,401+3.0% | Added |
| Madison Asset Management, LLC | 372,210 | $2.53M | 0.03% | +472+0.1% | Added |
| Rhumbline Advisers | 375,942 | $2.55M | 0.00% | +44,468+13.4% | Added |
| Altrinsic Global Advisors LLC | 388,709 | $2.64M | 0.10% | −23,622−5.7% | Reduced |
| Optiver Holding B.V. | 400,851 | $2.72M | 0.07% | −572,421−58.8% | Reduced |
| Pzena Investment Management LLC | 408,895 | $2.78M | 0.01% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 412,746 | $2.80M | 0.06% | +45,047+12.3% | Added |
| VPR Management LLC | 425,256 | $2.89M | 1.36% | 00.0% | Unchanged |
| Millennium Management LLC | 448,185 | $3.04M | 0.00% | +448,185 | New |
| Eagle Global Advisors LLC | 472,000 | $3.20M | 0.13% | −45,000−8.7% | Reduced |
| Calamos Advisors LLC | 477,001 | $3.24M | 0.01% | +192,106+67.4% | Added |
| Brandywine Global Investment Management, LLC | 486,540 | $3.30M | 0.02% | −106,600−18.0% | Reduced |
| DekaBank Deutsche Girozentrale | 505,000 | $3.32M | 0.01% | +65,000+14.8% | Added |
| Royal Bank of Canada | 491,065 | $3.33M | 0.00% | +45,487+10.2% | Added |
| Raymond James Financial Inc | 495,889 | $3.37M | 0.00% | +23,616+5.0% | Added |
| Geode Capital Management, LLC | 504,085 | $3.42M | 0.00% | −133,607−21.0% | Reduced |
| Crossmark Global Holdings, Inc. | 539,223 | $3.66M | 0.06% | −910.0% | Reduced |
| Balyasny Asset Management LLC | 550,558 | $3.74M | 0.01% | +550,558 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 559,455 | $3.80M | 0.01% | −54,627−8.9% | Reduced |
| Zeno Equity Partners LLP | 556,222 | $3.80M | 1.64% | +556,222 | New |
| Jump Financial, LLC | 655,226 | $4.45M | 0.05% | +261,826+66.6% | Added |
| Marshall Wace, LLP | 656,137 | $4.46M | 0.01% | +137,626+26.5% | Added |
| Oaktree Fund Advisors, LLC | 656,761 | $4.46M | 7.74% | +202,745+44.7% | Added |
| Jane Street Group, LLC | 658,856 | $4.47M | 0.01% | −219,978−25.0% | Reduced |
| Cullen Capital Management LLC | 675,383 | $4.59M | 0.05% | +675,383 | New |
| Haven Global Partners, LLC | 675,683 | $4.59M | 3.60% | −6,408−0.9% | Reduced |
| Wim Investment Management Ltd | 692,500 | $4.70M | 1.56% | +692,500 | New |
| Dimensional Fund Advisors LP | 701,934 | $4.77M | 0.00% | +122,745+21.2% | Added |
| Boston Partners | 702,240 | $4.77M | 0.01% | +400,399+132.7% | Added |
| Wells Fargo & Company | 718,452 | $4.88M | 0.00% | −38,223−5.1% | Reduced |
| Nomura Asset Management Co Ltd | 732,973 | $4.98M | 0.01% | +732,973 | New |
| B. Metzler seel. Sohn & Co. AG | 770,736 | $5.23M | 0.05% | −7,870,541−91.1% | Reduced |
| Daiwa Securities Group Inc. | 782,254 | $5.31M | 0.02% | −7,364−0.9% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 793,180 | $5.39M | 0.50% | +119,113+17.7% | Added |
| SEI Investments Co | 805,930 | $5.47M | 0.01% | −993,835−55.2% | Reduced |
| Pinebridge Investments, L.P. | 812,200 | $5.51M | 0.04% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 816,460 | $5.54M | 0.02% | −49,575−5.7% | Reduced |
| Storebrand Asset Management AS | 822,271 | $5.58M | 0.02% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 828,255 | $5.62M | 0.17% | +4,499+0.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 858,195 | $5.83M | 0.02% | +310,285+56.6% | Added |
| Earnest Partners LLC | 881,021 | $5.98M | 0.03% | −568,993−39.2% | Reduced |
| STRS Ohio | 901,560 | $6.12M | 0.02% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 967,156 | $6.57M | 0.05% | +120,062+14.2% | Added |
| D. E. Shaw & Co., Inc. | 1,080,148 | $7.33M | 0.01% | −12,017,052−91.8% | Reduced |
| Matthews International Capital Management LLC | 1,126,855 | $7.65M | 1.76% | +113,130+11.2% | Added |
| Two Sigma Investments, LP | 1,178,964 | $8.01M | 0.01% | +120,600+11.4% | Added |
| Envestnet Asset Management Inc | 1,203,214 | $8.17M | 0.00% | −12,747−1.0% | Reduced |
| Barings LLC | 1,208,149 | $8.20M | 0.19% | −306,398−20.2% | Reduced |
| INCA Investments LLC | 1,247,501 | $8.47M | 3.29% | 00.0% | Unchanged |
| Deprince Race & Zollo Inc | 1,295,470 | $8.80M | 0.18% | +15,685+1.2% | Added |
| Pictet Asset Management Holding SA | 1,430,425 | $9.71M | 0.01% | +1,430,425 | New |
| UBS Oconnor LLC | 1,447,730 | $9.83M | 0.27% | −341,858−19.1% | Reduced |
| Boston Common Asset Management, LLC | 1,733,872 | $11.8M | 0.33% | +120,903+7.5% | Added |
| Harding Loevner LP | 1,747,688 | $11.9M | 0.08% | −482,857−21.6% | Reduced |
| Amundi | 1,948,316 | $13.3M | 0.00% | −61,019−3.0% | Reduced |
| Susquehanna International Group, LLP | 2,102,357 | $14.3M | 0.02% | +508,757+31.9% | Added |
| Ramirez Asset Management, Inc. | 2,162,787 | $14.7M | 2.22% | +306,070+16.5% | Added |
| First Eagle Investment Management, LLC | 2,266,228 | $15.4M | 0.03% | +213,025+10.4% | Added |
| Silvercrest Asset Management Group LLC | 2,626,709 | $17.8M | 0.12% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 2,722,034 | $18.5M | 0.03% | +61,696+2.3% | Added |
| USS Investment Management Ltd | 2,778,561 | $18.9M | 0.12% | −10.0% | Reduced |
| Legal & General Group Plc | 3,000,550 | $20.4M | 0.01% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 3,124,628 | $21.2M | 0.08% | 00.0% | Unchanged |
| Breakout Capital Partners, LP | 3,178,624 | $21.6M | 21.13% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 3,439,139 | $23.4M | 0.19% | 00.0% | Unchanged |
| Morgan Stanley | 3,660,407 | $24.9M | 0.00% | −477,022−11.5% | Reduced |
| Bank of America Corp | 4,222,235 | $28.7M | 0.00% | −1,121,215−21.0% | Reduced |
| UBS Group AG | 4,256,256 | $28.9M | 0.01% | −750,062−15.0% | Reduced |
| HSBC Holdings PLC | 4,003,922 | $30.2M | 0.02% | +778,563+24.1% | Added |
| Goldman Sachs Group Inc | 4,961,293 | $33.7M | 0.01% | −35,406−0.7% | Reduced |
| Northern Trust Corp | 5,215,515 | $35.4M | 0.00% | −1,746,001−25.1% | Reduced |
| American Century Companies Inc | 5,526,116 | $37.5M | 0.02% | +821,655+17.5% | Added |
| New York State Common Retirement Fund | 5,788,870 | $39.3M | 0.05% | −117,380−2.0% | Reduced |
| Lazard Asset Management LLC | 5,813,502 | $39.5M | 0.05% | −251,925−4.2% | Reduced |
| Todd Asset Management LLC | 5,851,509 | $39.7M | 0.86% | +48,669+0.8% | Added |
| GMT Capital Corp | 6,054,530 | $41.1M | 1.72% | −1,029,500−14.5% | Reduced |