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 |
|---|---|---|---|---|---|
| Millennium Management LLC | 448,185 | $3.04M | 0.00% | +448,185 | New |
| VPR Management LLC | 425,256 | $2.89M | 1.36% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 412,746 | $2.80M | 0.06% | +45,047+12.3% | Added |
| Pzena Investment Management LLC | 408,895 | $2.78M | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 400,851 | $2.72M | 0.07% | −572,421−58.8% | Reduced |
| Altrinsic Global Advisors LLC | 388,709 | $2.64M | 0.10% | −23,622−5.7% | Reduced |
| Rhumbline Advisers | 375,942 | $2.55M | 0.00% | +44,468+13.4% | Added |
| Madison Asset Management, LLC | 372,210 | $2.53M | 0.03% | +472+0.1% | Added |
| LPL Financial LLC | 357,875 | $2.43M | 0.00% | +10,401+3.0% | Added |
| First Trust Advisors LP | 356,467 | $2.42M | 0.00% | +288,602+425.3% | Added |
| Citigroup Inc | 351,681 | $2.39M | 0.00% | +185,906+112.1% | Added |
| Quattro Financial Advisors LLC | 330,000 | $2.24M | 0.79% | 00.0% | Unchanged |
| Invesco Ltd. | 327,136 | $2.22M | 0.00% | −257,877−44.1% | Reduced |
| Meritage Portfolio Management | 324,118 | $2.20M | 0.14% | +324,118 | New |
| Longfellow Investment Management Co LLC | 321,223 | $2.18M | 0.54% | −88,249−21.6% | Reduced |
| Liontrust Investment Partners LLP | 300,000 | $2.04M | 0.03% | −68,500−18.6% | Reduced |
| BNP Paribas Arbitrage, SA | 289,486 | $1.97M | 0.00% | +130,546+82.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 280,124 | $1.90M | 0.01% | −854,123−75.3% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 267,799 | $1.82M | 0.15% | 00.0% | Unchanged |
| Guardcap Asset Management Ltd | 266,200 | $1.81M | 0.04% | 00.0% | Unchanged |
| US Bancorp | 254,789 | $1.73M | 0.00% | −15,644−5.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 252,200 | $1.71M | 0.00% | −25,499−9.2% | Reduced |
| Two Sigma Securities, LLC | 229,199 | $1.56M | 0.19% | +229,199 | New |
| Profund Advisors LLC | 224,427 | $1.52M | 0.05% | −12,609−5.3% | Reduced |
| Standard Life Aberdeen plc | 224,266 | $1.52M | 0.00% | −6,429−2.8% | Reduced |
| Qube Research & Technologies Ltd | 220,035 | $1.49M | 0.00% | +220,035 | New |
| O'Shaughnessy Asset Management, LLC | 210,753 | $1.43M | 0.01% | +47,321+29.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 203,441 | $1.41M | 0.00% | −945−0.5% | Reduced |
| Man Group plc | 205,495 | $1.40M | 0.00% | −4,768,913−95.9% | Reduced |
| Sanctuary Advisors, LLC | 196,756 | $1.34M | 0.01% | +4,261+2.2% | Added |
| UBS Asset Management Americas Inc | 190,484 | $1.29M | 0.00% | +190,484 | New |
| Euro Pacific Asset Management, LLC | 178,721 | $1.22M | 0.20% | −10,710−5.7% | Reduced |
| Victory Capital Management Inc | 167,491 | $1.14M | 0.00% | −3,231,953−95.1% | Reduced |
| Bank of New York Mellon Corp | 166,705 | $1.13M | 0.00% | −12,317−6.9% | Reduced |
| Creative Planning | 161,847 | $1.10M | 0.00% | +63,920+65.3% | Added |
| The PNC Financial Services Group, Inc. | 153,169 | $1.04M | 0.00% | +12,807+9.1% | Added |
| Graham Capital Management, L.P. | 152,554 | $1.04M | 0.03% | +152,554 | New |
| Pathstone Holdings, LLC | 149,818 | $1.02M | 0.00% | −2,704−1.8% | Reduced |
| Deutsche Bank AG | 149,600 | $1.02M | 0.00% | +149,600 | New |
| AQR Capital Management LLC | 141,896 | $963.5K | 0.00% | −2,331,120−94.3% | Reduced |
| Sava Infond d.o.o. | 138,600 | $941.1K | 0.15% | 00.0% | Unchanged |
| Ethic Inc. | 139,481 | $923.4K | 0.02% | +5,403+4.0% | Added |
| Mariner, LLC | 135,877 | $922.5K | 0.00% | +9,175+7.2% | Added |
| Mackenzie Financial Corp | 135,521 | $920.2K | 0.00% | −44,000−24.5% | Reduced |
| Deltec Asset Management LLC | 133,650 | $907.5K | 0.16% | 00.0% | Unchanged |
| Nuveen, LLC | 132,985 | $903.0K | 0.00% | −57,637−30.2% | Reduced |
| Acadian Asset Management LLC | 129,525 | $879.0K | 0.00% | +129,525 | New |
| Groupama Asset Managment | 131,956 | $873.5K | 0.01% | −18,637−12.4% | Reduced |
| Jones Financial Companies LLLP | 131,405 | $870.1K | 0.00% | +11,443+9.5% | Added |
| DRW Securities, LLC | 127,452 | $865.4K | 0.06% | +30,633+31.6% | Added |
| Solstein Capital, LLC | 119,020 | $808.1K | 0.41% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 118,405 | $804.0K | 0.01% | +12,442+11.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 115,043 | $781.1K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 111,931 | $760.0K | 0.00% | −4,008−3.5% | Reduced |
| Vise Technologies, Inc. | 108,442 | $736.3K | 0.03% | +108,442 | New |
| Handelsbanken Fonder AB | 107,037 | $727.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 104,723 | $711.1K | 0.00% | +81,823+357.3% | Added |
| Natural Investments, LLC | 104,216 | $707.0K | 0.18% | +6,280+6.4% | Added |
| Qtron Investments LLC | 101,458 | $688.9K | 0.09% | −58,366−36.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 101,128 | $686.7K | 0.17% | −661−0.6% | Reduced |
| Banque Cantonale Vaudoise | 99,000 | $672.0K | 0.03% | +9,000+10.0% | Added |
| Evergreen Capital Management LLC | 97,763 | $670.4K | 0.02% | +97,763 | New |
| Atria Investments LLC | 95,705 | $649.8K | 0.01% | −70.0% | Reduced |
| Eqis Capital Management, Inc. | 94,830 | $643.9K | 0.05% | +94,830 | New |
| Advisors Asset Management, Inc. | 91,291 | $619.9K | 0.01% | +7,085+8.4% | Added |
| Fifth Third Bancorp | 90,559 | $614.9K | 0.00% | +1,295+1.5% | Added |
| Vident Advisory, LLC | 90,033 | $611.3K | 0.01% | +45,131+100.5% | Added |
| QRG Capital Management, Inc. | 87,562 | $594.5K | 0.01% | −4,173−4.5% | Reduced |
| Brinker Capital Investments, LLC | 87,388 | $593.4K | 0.01% | +15,505+21.6% | Added |
| M&T Bank Corp | 83,209 | $565.0K | 0.00% | +83,209 | New |
| London & Capital Asset Management Ltd | 82,500 | $560.2K | 0.04% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 78,100 | $530.3K | 0.01% | +78,100 | New |
| Candriam Luxembourg S.C.A. | 76,725 | $521.0K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 75,513 | $512.7K | 0.22% | +75,513 | New |
| Johnson Investment Counsel Inc | 75,506 | $512.7K | 0.00% | −290−0.4% | Reduced |
| Westerkirk Capital Inc. | 74,183 | $503.7K | 0.06% | +74,183 | New |
| Banco Santander, S.A. | 72,812 | $494.4K | 0.00% | −82,983−53.3% | Reduced |
| Baldwin Investment Management, LLC | 72,288 | $490.8K | 0.06% | −2,057−2.8% | Reduced |
| Cerity Partners LLC | 69,826 | $474.1K | 0.00% | +904+1.3% | Added |
| Walleye Trading LLC | 69,510 | $472.0K | 0.01% | +69,510 | New |
| Naviter Wealth, LLC | 67,899 | $461.5K | 0.06% | +67,899 | New |
| Wealth Alliance | 67,893 | $461.0K | 0.05% | −884−1.3% | Reduced |
| Sequoia Financial Advisors, LLC | 64,962 | $441.1K | 0.00% | +953+1.5% | Added |
| Yousif Capital Management, LLC | 63,744 | $432.8K | 0.00% | +5,435+9.3% | Added |
| Campbell & CO Investment Adviser LLC | 63,694 | $432.5K | 0.03% | −173,003−73.1% | Reduced |
| JustInvest LLC | 63,599 | $432.4K | 0.00% | +2,778+4.6% | Added |
| Nordea Investment Management AB | 63,749 | $426.8K | 0.00% | −6,620−9.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 60,500 | $410.8K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 59,476 | $403.8K | 0.01% | −13,564−18.6% | Reduced |
| Belvedere Trading LLC | 56,789 | $385.6K | 0.03% | +56,789 | New |
| Y-Intercept (Hong Kong) Ltd | 56,670 | $384.8K | 0.01% | +56,670 | New |
| Wiley Bros.-Aintree Capital, LLC | 52,033 | $354.7K | 0.00% | +34,198+191.7% | Added |
| Spire Wealth Management | 51,946 | $352.7K | 0.01% | +356+0.7% | Added |
| Advisor Group Holdings, Inc. | 51,913 | $352.5K | 0.00% | −5,739−10.0% | Reduced |
| Barclays PLC | 51,507 | $349.7K | 0.00% | +19,275+59.8% | Added |
| Frank, Rimerman Advisors LLC | 50,496 | $342.9K | 0.02% | +50,496 | New |
| Ronald Blue Trust, Inc. | 49,848 | $338.5K | 0.00% | +14,501+41.0% | Added |
| Kingswood Wealth Advisors, LLC | 48,868 | $331.8K | 0.03% | +48,868 | New |
| Thornburg Investment Management Inc | 48,336 | $328.2K | 0.00% | −123,514−71.9% | Reduced |
| Congress Wealth Management LLC | 47,858 | $325.0K | 0.00% | −14,255−23.0% | Reduced |