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 |
|---|---|---|---|---|---|
| VPR Management LLC | 425,256 | $3.12M | 1.42% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 412,746 | $3.03M | 0.06% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 408,895 | $3.00M | 0.01% | 00.0% | Unchanged |
| Altrinsic Global Advisors LLC | 388,709 | $2.85M | 0.11% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 369,920 | $2.72M | 0.64% | +48,697+15.2% | Added |
| Qube Research & Technologies Ltd | 367,828 | $2.70M | 0.00% | +147,793+67.2% | Added |
| Madison Asset Management, LLC | 364,971 | $2.68M | 0.03% | −7,239−1.9% | Reduced |
| Rhumbline Advisers | 356,101 | $2.61M | 0.00% | −19,841−5.3% | Reduced |
| LPL Financial LLC | 343,609 | $2.52M | 0.00% | −14,266−4.0% | Reduced |
| Victory Capital Management Inc | 335,333 | $2.46M | 0.00% | +167,842+100.2% | Added |
| Citigroup Inc | 331,620 | $2.43M | 0.00% | −20,061−5.7% | Reduced |
| Quattro Financial Advisors LLC | 330,000 | $2.42M | 0.77% | 00.0% | Unchanged |
| Meritage Portfolio Management | 323,563 | $2.37M | 0.16% | −555−0.2% | Reduced |
| Quadrant Capital Group LLC | 318,807 | $2.34M | 0.08% | +297,738+1,413.2% | Added |
| Calamos Advisors LLC | 300,019 | $2.20M | 0.01% | −176,982−37.1% | Reduced |
| Liontrust Investment Partners LLP | 300,000 | $2.20M | 0.03% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 290,937 | $2.14M | 0.01% | +10,813+3.9% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 265,551 | $1.95M | 0.15% | −2,248−0.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 262,789 | $1.93M | 0.00% | +10,589+4.2% | Added |
| Guardcap Asset Management Ltd | 253,600 | $1.86M | 0.04% | −12,600−4.7% | Reduced |
| Profund Advisors LLC | 239,453 | $1.76M | 0.06% | +15,026+6.7% | Added |
| Northwest & Ethical Investments L.P. | 221,449 | $1.63M | 0.04% | +221,449 | New |
| Creative Planning | 216,579 | $1.59M | 0.00% | +54,732+33.8% | Added |
| O'Shaughnessy Asset Management, LLC | 215,687 | $1.58M | 0.01% | +4,934+2.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 209,003 | $1.45M | 0.00% | +5,562+2.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 190,130 | $1.40M | 0.00% | −668,065−77.8% | Reduced |
| Limestone Investment Advisors LP | 185,092 | $1.36M | 0.61% | +185,092 | New |
| Vident Advisory, LLC | 182,425 | $1.34M | 0.01% | +92,392+102.6% | Added |
| Bailard, Inc. | 180,000 | $1.32M | 0.03% | +180,000 | New |
| Euro Pacific Asset Management, LLC | 179,293 | $1.32M | 0.16% | +572+0.3% | Added |
| Aragon Global Management, LP | 165,700 | $1.22M | 0.37% | +165,700 | New |
| The PNC Financial Services Group, Inc. | 165,133 | $1.21M | 0.00% | +11,964+7.8% | Added |
| Sanctuary Advisors, LLC | 159,273 | $1.17M | 0.01% | −37,483−19.1% | Reduced |
| Bank of New York Mellon Corp | 158,088 | $1.16M | 0.00% | −8,617−5.2% | Reduced |
| Ethic Inc. | 154,508 | $1.13M | 0.02% | +15,027+10.8% | Added |
| Pathstone Holdings, LLC | 148,517 | $1.09M | 0.00% | −1,301−0.9% | Reduced |
| Advisors Asset Management, Inc. | 145,914 | $1.07M | 0.02% | +54,623+59.8% | Added |
| Quantinno Capital Management LP | 144,571 | $1.06M | 0.00% | +108,912+305.4% | Added |
| TT International Asset Management LTD | 140,000 | $1.03M | 0.20% | +140,000 | New |
| UBS Asset Management Americas Inc | 139,780 | $1.03M | 0.00% | −50,704−26.6% | Reduced |
| Mackenzie Financial Corp | 136,061 | $998.7K | 0.00% | +540+0.4% | Added |
| Mariner, LLC | 135,843 | $997.1K | 0.00% | −340.0% | Reduced |
| Deltec Asset Management LLC | 133,650 | $981.0K | 0.16% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 135,358 | $980.2K | 0.00% | +3,953+3.0% | Added |
| Groupama Asset Managment | 131,956 | $968.6K | 0.01% | 00.0% | Unchanged |
| Nuveen, LLC | 130,974 | $961.3K | 0.00% | −2,011−1.5% | Reduced |
| Sava Infond d.o.o. | 125,400 | $920.4K | 0.13% | −13,200−9.5% | Reduced |
| Standard Life Aberdeen plc | 123,242 | $903.4K | 0.00% | −101,024−45.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 120,452 | $884.1K | 0.07% | +56,758+89.1% | Added |
| Solstein Capital, LLC | 119,020 | $873.6K | 0.40% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 117,838 | $864.9K | 0.06% | +67,342+133.4% | Added |
| Vise Technologies, Inc. | 115,548 | $848.1K | 0.03% | +7,106+6.6% | Added |
| SG Americas Securities, LLC | 115,416 | $847.0K | 0.00% | +115,416 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 115,042 | $844.4K | 0.00% | −10.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 109,331 | $802.5K | 0.00% | −2,600−2.3% | Reduced |
| Handelsbanken Fonder AB | 107,037 | $786.0K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 105,131 | $771.7K | 0.01% | +17,743+20.3% | Added |
| Natural Investments, LLC | 104,087 | $763.0K | 0.19% | −129−0.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 102,216 | $750.3K | 0.18% | +1,088+1.1% | Added |
| Atria Investments LLC | 100,523 | $737.8K | 0.01% | +4,818+5.0% | Added |
| Banque Cantonale Vaudoise | 99,000 | $727.0K | 0.03% | 00.0% | Unchanged |
| DRW Securities, LLC | 90,960 | $673.5K | 0.03% | −36,492−28.6% | Reduced |
| Balyasny Asset Management LLC | 87,347 | $641.1K | 0.00% | −463,211−84.1% | Reduced |
| Advisor Group Holdings, Inc. | 87,016 | $632.2K | 0.00% | +35,103+67.6% | Added |
| CAPROCK Group, Inc. | 84,197 | $613.5K | 0.02% | +84,197 | New |
| First Trust Advisors LP | 83,316 | $611.5K | 0.00% | −273,151−76.6% | Reduced |
| US Bancorp | 82,658 | $606.7K | 0.00% | −172,131−67.6% | Reduced |
| London & Capital Asset Management Ltd | 82,500 | $605.5K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 82,493 | $605.5K | 0.00% | −8,066−8.9% | Reduced |
| Hantz Financial Services, Inc. | 82,054 | $602.0K | 0.01% | +56,247+218.0% | Added |
| Qtron Investments LLC | 79,998 | $587.2K | 0.07% | −21,460−21.2% | Reduced |
| AQR Capital Management LLC | 77,813 | $571.1K | 0.00% | −64,083−45.2% | Reduced |
| Naviter Wealth, LLC | 75,207 | $552.3K | 0.06% | +7,308+10.8% | Added |
| QRG Capital Management, Inc. | 75,140 | $551.5K | 0.01% | −12,422−14.2% | Reduced |
| Jane Street Group, LLC | 75,030 | $550.2K | 0.00% | −583,826−88.6% | Reduced |
| Baldwin Investment Management, LLC | 72,288 | $530.6K | 0.06% | 00.0% | Unchanged |
| Cerity Partners LLC | 70,616 | $518.3K | 0.00% | +790+1.1% | Added |
| JustInvest LLC | 70,015 | $514.5K | 0.01% | +6,416+10.1% | Added |
| Barclays PLC | 69,040 | $506.8K | 0.00% | +17,533+34.0% | Added |
| Wealth Alliance | 67,971 | $498.9K | 0.05% | +78+0.1% | Added |
| Banco Santander, S.A. | 67,787 | $497.6K | 0.00% | −5,025−6.9% | Reduced |
| Sequoia Financial Advisors, LLC | 65,821 | $483.1K | 0.00% | +859+1.3% | Added |
| Evergreen Capital Management LLC | 63,693 | $468.6K | 0.01% | −34,070−34.8% | Reduced |
| Yousif Capital Management, LLC | 63,744 | $467.9K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 62,420 | $458.2K | 0.00% | −55,985−47.3% | Reduced |
| Belvedere Trading LLC | 61,504 | $451.4K | 0.04% | +4,715+8.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 59,772 | $438.7K | 0.00% | +7,739+14.9% | Added |
| We Are One Seven, LLC | 58,920 | $432.5K | 0.01% | −556−0.9% | Reduced |
| Ieq Capital, LLC | 58,384 | $428.5K | 0.00% | +38,273+190.3% | Added |
| Candriam Luxembourg S.C.A. | 58,264 | $427.7K | 0.00% | −18,461−24.1% | Reduced |
| Nordea Investment Management AB | 56,742 | $414.5K | 0.00% | −7,007−11.0% | Reduced |
| Graham Capital Management, L.P. | 56,463 | $414.4K | 0.02% | −96,091−63.0% | Reduced |
| Spire Wealth Management | 55,679 | $408.7K | 0.01% | +3,733+7.2% | Added |
| Ronald Blue Trust, Inc. | 54,379 | $399.1K | 0.00% | +4,531+9.1% | Added |
| Pekin Hardy Strauss, Inc. | 49,805 | $365.6K | 0.04% | +3,680+8.0% | Added |
| Engineers Gate Manager LP | 48,072 | $352.8K | 0.00% | +48,072 | New |
| Walleye Trading LLC | 47,867 | $351.3K | 0.01% | −21,643−31.1% | Reduced |
| Integrated Wealth Concepts LLC | 46,642 | $342.4K | 0.00% | +2,130+4.8% | Added |
| Knights of Columbus Asset Advisors LLC | 45,309 | $332.6K | 0.02% | +1,080+2.4% | Added |
| First Affirmative Financial Network | 44,203 | $324.4K | 0.15% | −893−2.0% | Reduced |