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, Q3 2025
Institutional positions in Itau Unibanco Holding S.A. as of Sep 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
- 335
- +7 vs. Q2 2025
- Shares held
- 1.20B
- +49.9M (+4.3%) vs. Q2 2025
- Total value
- $8.84B
- +$1.06B (+13.6%) vs. Q2 2025
- New holders
- 40
- 133 more added
- Sold out
- 33
- 106 more reduced
5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ethic Inc. | 154,508 | $1.13M | 0.02% | +15,027+10.8% | Added |
| Bank of New York Mellon Corp | 158,088 | $1.16M | 0.00% | −8,617−5.2% | Reduced |
| Sanctuary Advisors, LLC | 159,273 | $1.17M | 0.01% | −37,483−19.1% | Reduced |
| The PNC Financial Services Group, Inc. | 165,133 | $1.21M | 0.00% | +11,964+7.8% | Added |
| Aragon Global Management, LP | 165,700 | $1.22M | 0.37% | +165,700 | New |
| Euro Pacific Asset Management, LLC | 179,293 | $1.32M | 0.16% | +572+0.3% | Added |
| Bailard, Inc. | 180,000 | $1.32M | 0.03% | +180,000 | New |
| Vident Advisory, LLC | 182,425 | $1.34M | 0.01% | +92,392+102.6% | Added |
| Limestone Investment Advisors LP | 185,092 | $1.36M | 0.61% | +185,092 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 190,130 | $1.40M | 0.00% | −668,065−77.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 209,003 | $1.45M | 0.00% | +5,562+2.7% | Added |
| O'Shaughnessy Asset Management, LLC | 215,687 | $1.58M | 0.01% | +4,934+2.3% | Added |
| Creative Planning | 216,579 | $1.59M | 0.00% | +54,732+33.8% | Added |
| Northwest & Ethical Investments L.P. | 221,449 | $1.63M | 0.04% | +221,449 | New |
| Profund Advisors LLC | 239,453 | $1.76M | 0.06% | +15,026+6.7% | Added |
| Guardcap Asset Management Ltd | 253,600 | $1.86M | 0.04% | −12,600−4.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 262,789 | $1.93M | 0.00% | +10,589+4.2% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 265,551 | $1.95M | 0.15% | −2,248−0.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 290,937 | $2.14M | 0.01% | +10,813+3.9% | Added |
| Liontrust Investment Partners LLP | 300,000 | $2.20M | 0.03% | 00.0% | Unchanged |
| Calamos Advisors LLC | 300,019 | $2.20M | 0.01% | −176,982−37.1% | Reduced |
| Quadrant Capital Group LLC | 318,807 | $2.34M | 0.08% | +297,738+1,413.2% | Added |
| Meritage Portfolio Management | 323,563 | $2.37M | 0.16% | −555−0.2% | Reduced |
| Quattro Financial Advisors LLC | 330,000 | $2.42M | 0.77% | 00.0% | Unchanged |
| Citigroup Inc | 331,620 | $2.43M | 0.00% | −20,061−5.7% | Reduced |
| Victory Capital Management Inc | 335,333 | $2.46M | 0.00% | +167,842+100.2% | Added |
| LPL Financial LLC | 343,609 | $2.52M | 0.00% | −14,266−4.0% | Reduced |
| Rhumbline Advisers | 356,101 | $2.61M | 0.00% | −19,841−5.3% | Reduced |
| Madison Asset Management, LLC | 364,971 | $2.68M | 0.03% | −7,239−1.9% | Reduced |
| Qube Research & Technologies Ltd | 367,828 | $2.70M | 0.00% | +147,793+67.2% | Added |
| Longfellow Investment Management Co LLC | 369,920 | $2.72M | 0.64% | +48,697+15.2% | Added |
| Altrinsic Global Advisors LLC | 388,709 | $2.85M | 0.11% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 408,895 | $3.00M | 0.01% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 412,746 | $3.03M | 0.06% | 00.0% | Unchanged |
| VPR Management LLC | 425,256 | $3.12M | 1.42% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 425,981 | $3.13M | 0.01% | −133,474−23.9% | Reduced |
| Eagle Global Advisors LLC | 447,000 | $3.28M | 0.13% | −25,000−5.3% | Reduced |
| BNP Paribas Arbitrage, SA | 448,003 | $3.29M | 0.00% | +158,517+54.8% | Added |
| Two Sigma Advisers, LP | 471,623 | $3.46M | 0.01% | +366,900+350.4% | Added |
| Invesco Ltd. | 486,357 | $3.57M | 0.00% | +159,221+48.7% | Added |
| Brandywine Global Investment Management, LLC | 487,080 | $3.58M | 0.02% | +540+0.1% | Added |
| DekaBank Deutsche Girozentrale | 505,000 | $3.68M | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 504,085 | $3.70M | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 517,218 | $3.80M | 0.00% | +26,153+5.3% | Added |
| Crossmark Global Holdings, Inc. | 539,244 | $3.96M | 0.06% | +210.0% | Added |
| Cullen Capital Management LLC | 669,412 | $4.91M | 0.05% | −5,971−0.9% | Reduced |
| Raymond James Financial Inc | 700,710 | $5.14M | 0.00% | +204,821+41.3% | Added |
| Wells Fargo & Company | 731,318 | $5.37M | 0.00% | +12,866+1.8% | Added |
| Employees Retirement System of Texas | 731,275 | $5.37M | 0.04% | −235,881−24.4% | Reduced |
| Nomura Asset Management Co Ltd | 732,973 | $5.38M | 0.01% | 00.0% | Unchanged |
| Haven Global Partners, LLC | 739,983 | $5.43M | 3.89% | +64,300+9.5% | Added |
| Oaktree Fund Advisors, LLC | 752,641 | $5.52M | 10.17% | +95,880+14.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 778,358 | $5.71M | 0.02% | −38,102−4.7% | Reduced |
| Pinebridge Investments, L.P. | 784,940 | $5.76M | 0.04% | −27,260−3.4% | Reduced |
| Dimensional Fund Advisors LP | 812,649 | $5.96M | 0.00% | +110,715+15.8% | Added |
| Thrivent Financial for Lutherans | 816,427 | $5.99M | 0.01% | +816,427 | New |
| Storebrand Asset Management AS | 822,271 | $6.04M | 0.02% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 839,299 | $6.16M | 0.05% | +68,563+8.9% | Added |
| Moran Wealth Management, LLC | 847,447 | $6.22M | 0.19% | +19,192+2.3% | Added |
| Earnest Partners LLC | 874,267 | $6.42M | 0.03% | −6,754−0.8% | Reduced |
| STRS Ohio | 901,560 | $6.62M | 0.02% | 00.0% | Unchanged |
| SEI Investments Co | 906,248 | $6.65M | 0.01% | +100,318+12.4% | Added |
| Wim Investment Management Ltd | 958,500 | $7.04M | 1.79% | +266,000+38.4% | Added |
| Daiwa Securities Group Inc. | 219,082 | $7.04M | 0.02% | −563,172−72.0% | Reduced |
| INCA Investments LLC | 961,948 | $7.06M | 3.25% | −285,553−22.9% | Reduced |
| Man Group plc | 1,018,139 | $7.47M | 0.01% | +812,644+395.5% | Added |
| Matthews International Capital Management LLC | 1,110,694 | $8.15M | 1.90% | −16,161−1.4% | Reduced |
| Barings LLC | 1,134,326 | $8.33M | 0.16% | −73,823−6.1% | Reduced |
| Envestnet Asset Management Inc | 1,226,702 | $9.00M | 0.00% | +23,488+2.0% | Added |
| Deprince Race & Zollo Inc | 1,263,819 | $9.28M | 0.19% | −31,651−2.4% | Reduced |
| UBS Oconnor LLC | 1,494,716 | $11.0M | 0.33% | +46,986+3.2% | Added |
| Boston Common Asset Management, LLC | 1,516,338 | $11.1M | 0.31% | −217,534−12.5% | Reduced |
| Harding Loevner LP | 1,615,455 | $11.9M | 0.09% | −132,233−7.6% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 1,674,082 | $12.3M | 1.03% | +880,902+111.1% | Added |
| Millennium Management LLC | 1,974,927 | $14.5M | 0.01% | +1,526,742+340.6% | Added |
| Silvercrest Asset Management Group LLC | 2,095,327 | $15.4M | 0.10% | −531,382−20.2% | Reduced |
| Ramirez Asset Management, Inc. | 2,145,922 | $15.8M | 2.19% | −16,865−0.8% | Reduced |
| GMT Capital Corp | 2,324,330 | $17.1M | 0.77% | −3,730,200−61.6% | Reduced |
| Gemsstock Limited | 2,328,500 | $17.1M | 4.53% | +2,328,500 | New |
| First Eagle Investment Management, LLC | 2,491,313 | $18.3M | 0.03% | +225,085+9.9% | Added |
| Legal & General Group Plc | 2,500,550 | $18.4M | 0.00% | −500,000−16.7% | Reduced |
| Susquehanna International Group, LLP | 2,591,405 | $19.0M | 0.03% | +489,048+23.3% | Added |
| USS Investment Management Ltd | 2,778,561 | $20.4M | 0.10% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 2,843,223 | $20.9M | 0.03% | +121,189+4.5% | Added |
| Amundi | 3,200,012 | $22.8M | 0.01% | +1,251,696+64.2% | Added |
| State of New Jersey Common Pension Fund D | 3,124,628 | $22.9M | 0.08% | 00.0% | Unchanged |
| Breakout Capital Partners, LP | 3,178,624 | $23.3M | 14.86% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 3,725,339 | $27.3M | 0.21% | +286,200+8.3% | Added |
| Bank of America Corp | 4,054,713 | $29.8M | 0.00% | −167,522−4.0% | Reduced |
| UBS Group AG | 4,110,948 | $30.2M | 0.01% | −145,308−3.4% | Reduced |
| Morgan Stanley | 4,377,775 | $32.1M | 0.00% | +717,368+19.6% | Added |
| HSBC Holdings PLC | 4,589,694 | $35.5M | 0.02% | +585,772+14.6% | Added |
| Two Sigma Investments, LP | 5,110,047 | $37.5M | 0.06% | +3,931,083+333.4% | Added |
| Northern Trust Corp | 5,380,855 | $39.5M | 0.01% | +165,340+3.2% | Added |
| Lazard Asset Management LLC | 5,712,705 | $41.9M | 0.06% | −100,797−1.7% | Reduced |
| Todd Asset Management LLC | 6,162,981 | $45.2M | 0.91% | +311,472+5.3% | Added |
| American Century Companies Inc | 6,234,442 | $45.8M | 0.02% | +708,326+12.8% | Added |
| New York State Common Retirement Fund | 6,868,048 | $50.4M | 0.07% | +1,079,178+18.6% | Added |
| Tredje AP-fonden | 7,224,000 | $53.0M | 0.43% | +7,224,000 | New |
| Public Employees Retirement System of Ohio | 7,301,731 | $53.6M | 0.17% | −53,531−0.7% | Reduced |