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, Q4 2025
Institutional positions in Itau Unibanco Holding S.A. as of Dec 31, 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
- 383
- +52 vs. Q3 2025
- Shares held
- 1.22B
- +14.1M (+1.2%) vs. Q3 2025
- Total value
- $8.72B
- −$112.4M (−1.3%) vs. Q3 2025
- New holders
- 78
- 217 more added
- Sold out
- 26
- 82 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GQG Partners LLC | 96,959,405 | $694.2M | 1.14% | +5,737,696+6.3% | Added |
| Orbis Allan Gray Ltd | 81,682,615 | $584.8M | 2.45% | −1,644,562−2.0% | Reduced |
| Schroder Investment Management Group | 72,822,624 | $524.3M | 0.40% | −1,707,351−2.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 63,525,566 | $454.8M | 0.27% | +2,394,121+3.9% | Added |
| Westwood Global Investments, LLC | 61,328,933 | $439.1M | 22.34% | −798,480−1.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 58,581,150 | $419.4M | 0.60% | +956,962+1.7% | Added |
| FMR LLC | 55,450,680 | $397.0M | 0.02% | −7,748,805−12.3% | Reduced |
| JPMorgan Chase & Co | 43,540,350 | $311.7M | 0.02% | +2,153,260+5.2% | Added |
| Wellington Management Group LLP | 42,818,183 | $306.6M | 0.05% | +1,520,759+3.7% | Added |
| BlackRock, Inc. | 38,079,112 | $272.6M | 0.00% | +6,431,580+20.3% | Added |
| William Blair Investment Management, LLC | 36,551,763 | $261.7M | 0.73% | +7,081,568+24.0% | Added |
| Franklin Resources Inc | 32,465,077 | $232.4M | 0.06% | +1,925,708+6.3% | Added |
| Capital Research Global Investors | 30,359,075 | $217.4M | 0.04% | +1,143,867+3.9% | Added |
| Fisher Asset Management, LLC | 28,540,037 | $204.3M | 0.07% | −32,882,046−53.5% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 28,396,545 | $203.3M | 0.54% | +28,396,545 | New |
| Vanguard Group Inc | 24,158,135 | $173.0M | 0.00% | +644,748+2.7% | Added |
| Price T Rowe Associates Inc | 22,069,750 | $158.0M | 0.02% | −5,712,191−20.6% | Reduced |
| Itau Unibanco Holding S.A. | 21,106,153 | $151.3M | 3.74% | −1,566,171−6.9% | Reduced |
| Dodge & Cox | 19,120,110 | $136.9M | 0.07% | +497,895+2.7% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 13,822,747 | $99.0M | 1.60% | +1,156,946+9.1% | Added |
| State Street Corp | 13,574,747 | $97.2M | 0.00% | −1,266,204−8.5% | Reduced |
| Boston Partners | 13,576,614 | $97.2M | 0.10% | +1,162,887+9.4% | Added |
| Perpetual Ltd | 13,477,395 | $96.5M | 1.40% | +511,081+3.9% | Added |
| Northcape Capital Pty Ltd | 12,904,308 | $96.1M | 11.09% | +3,106,618+31.7% | Added |
| Capital World Investors | 13,336,855 | $95.5M | 0.01% | +453,014+3.5% | Added |
| Driehaus Capital Management LLC | 11,857,114 | $84.9M | 0.58% | +1,266,440+12.0% | Added |
| Voloridge Investment Management, LLC | 11,630,902 | $83.3M | 0.29% | −967,643−7.7% | Reduced |
| Seafarer Capital Partners, LLC | 10,909,142 | $78.1M | 20.29% | +317,742+3.0% | Added |
| Nomura Asset Management International Inc. | 9,794,493 | $70.1M | 0.11% | +9,794,493 | New |
| Baillie Gifford & Co | 9,654,305 | $69.1M | 0.06% | −229,511−2.3% | Reduced |
| Goldman Sachs Group Inc | 9,190,079 | $65.8M | 0.01% | +738,163+8.7% | Added |
| Russell Investments Group, Ltd. | 9,049,718 | $64.8M | 0.07% | +716,743+8.6% | Added |
| Ameriprise Financial Inc | 8,648,188 | $61.9M | 0.01% | −5,541,577−39.1% | Reduced |
| Renaissance Technologies LLC | 8,606,381 | $61.6M | 0.10% | −5,607,790−39.5% | Reduced |
| Two Sigma Investments, LP | 8,250,080 | $59.1M | 0.09% | +3,140,033+61.4% | Added |
| Samlyn Capital, LLC | 7,922,354 | $56.7M | 0.90% | −5,618,298−41.5% | Reduced |
| American Century Companies Inc | 7,273,623 | $52.1M | 0.03% | +1,039,181+16.7% | Added |
| Carmignac Gestion | 7,152,585 | $51.2M | 0.69% | −4,130,600−36.6% | Reduced |
| Public Employees Retirement System of Ohio | 6,282,954 | $45.0M | 0.14% | −1,018,777−14.0% | Reduced |
| UBS Group AG | 6,278,582 | $45.0M | 0.01% | +2,167,634+52.7% | Added |
| Todd Asset Management LLC | 6,246,550 | $44.7M | 0.87% | +83,569+1.4% | Added |
| Man Group plc | 6,189,502 | $44.3M | 0.08% | +5,171,363+507.9% | Added |
| Northern Trust Corp | 5,605,769 | $40.1M | 0.01% | +224,914+4.2% | Added |
| New York State Common Retirement Fund | 5,209,715 | $37.3M | 0.05% | −1,658,333−24.1% | Reduced |
| Lazard Asset Management LLC | 5,144,005 | $36.8M | 0.06% | −568,700−10.0% | Reduced |
| HSBC Holdings PLC | 4,682,389 | $35.6M | 0.02% | +92,695+2.0% | Added |
| Tredje AP-fonden | 4,269,151 | $30.6M | 0.23% | −2,954,849−40.9% | Reduced |
| Bank of America Corp | 4,117,786 | $29.5M | 0.00% | +63,073+1.6% | Added |
| Teachers Retirement System of the State of Kentucky | 3,837,098 | $27.5M | 0.21% | +111,759+3.0% | Added |
| Amundi | 3,374,178 | $24.2M | 0.01% | +174,166+5.4% | Added |
| Marshall Wace, LLP | 3,307,338 | $23.7M | 0.02% | +3,307,338 | New |
| Breakout Capital Partners, LP | 3,297,361 | $23.6M | 16.82% | +118,737+3.7% | Added |
| State of New Jersey Common Pension Fund D | 3,167,658 | $22.7M | 0.08% | +43,030+1.4% | Added |
| Morgan Stanley | 2,980,623 | $21.3M | 0.00% | −1,397,152−31.9% | Reduced |
| Natixis Advisors, L.P. | 2,923,705 | $20.9M | 0.03% | +80,482+2.8% | Added |
| USS Investment Management Ltd | 2,861,917 | $20.5M | 0.10% | +83,356+3.0% | Added |
| First Eagle Investment Management, LLC | 2,793,981 | $20.0M | 0.04% | +302,668+12.1% | Added |
| Legal & General Group Plc | 2,575,565 | $18.5M | 0.00% | +75,015+3.0% | Added |
| Jane Street Group, LLC | 2,450,454 | $17.5M | 0.02% | +2,375,424+3,166.0% | Added |
| Gemsstock Limited | 2,276,813 | $16.3M | 2.37% | −51,687−2.2% | Reduced |
| Ramirez Asset Management, Inc. | 2,223,601 | $15.9M | 2.10% | +77,679+3.6% | Added |
| Silvercrest Asset Management Group LLC | 2,215,307 | $15.9M | 0.11% | +119,980+5.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,942,258 | $13.9M | 0.31% | +1,942,258 | New |
| Citadel Advisors LLC | 1,937,647 | $13.9M | 0.01% | +1,937,647 | New |
| Wim Investment Management Ltd | 1,737,000 | $12.4M | 3.21% | +778,500+81.2% | Added |
| Two Sigma Advisers, LP | 1,545,091 | $11.1M | 0.02% | +1,073,468+227.6% | Added |
| Dnca Finance | 1,457,582 | $10.4M | 0.60% | +1,457,582 | New |
| Abn Amro Investment Solutions | 1,377,968 | $9.87M | 0.15% | +965,222+233.9% | Added |
| Harding Loevner LP | 1,307,297 | $9.36M | 0.08% | −308,158−19.1% | Reduced |
| Envestnet Asset Management Inc | 1,266,074 | $9.07M | 0.00% | +39,372+3.2% | Added |
| GMT Capital Corp | 1,174,334 | $8.41M | 0.44% | −1,149,996−49.5% | Reduced |
| Deprince Race & Zollo Inc | 1,157,546 | $8.29M | 0.16% | −106,273−8.4% | Reduced |
| Matthews International Capital Management LLC | 1,149,948 | $8.23M | 2.50% | +39,254+3.5% | Added |
| Boston Common Asset Management, LLC | 1,099,984 | $7.88M | 0.47% | −416,354−27.5% | Reduced |
| Daiwa Securities Group Inc. | 1,065,538 | $7.63M | 0.02% | +846,456+386.4% | Added |
| Trexquant Investment LP | 1,032,196 | $7.39M | 0.07% | +1,032,196 | New |
| Point72 Asset Management, L.P. | 978,424 | $7.01M | 0.01% | +978,424 | New |
| Dimensional Fund Advisors LP | 976,062 | $6.99M | 0.00% | +163,413+20.1% | Added |
| Moran Wealth Management, LLC | 916,740 | $6.56M | 0.20% | +69,293+8.2% | Added |
| INCA Investments LLC | 911,377 | $6.53M | 2.28% | −50,571−5.3% | Reduced |
| Barings LLC | 891,821 | $6.39M | 0.12% | −242,505−21.4% | Reduced |
| Earnest Partners LLC | 857,651 | $6.14M | 0.03% | −16,616−1.9% | Reduced |
| Thrivent Financial for Lutherans | 852,236 | $6.10M | 0.01% | +35,809+4.4% | Added |
| Storebrand Asset Management AS | 846,938 | $6.06M | 0.02% | +24,667+3.0% | Added |
| Wells Fargo & Company | 829,576 | $5.94M | 0.00% | +98,258+13.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 807,951 | $5.78M | 0.05% | −31,348−3.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 805,435 | $5.77M | 0.02% | +27,077+3.5% | Added |
| Pinebridge Investments LLC | 793,913 | $5.68M | 0.04% | +793,913 | New |
| STRS Ohio | 790,566 | $5.66M | 0.02% | −110,994−12.3% | Reduced |
| Oaktree Fund Advisors, LLC | 775,939 | $5.56M | 10.28% | +23,298+3.1% | Added |
| Haven Global Partners, LLC | 765,684 | $5.48M | 4.03% | +25,701+3.5% | Added |
| Nomura Asset Management Co Ltd | 754,962 | $5.41M | 0.01% | +21,989+3.0% | Added |
| Millennium Management LLC | 750,557 | $5.37M | 0.00% | −1,224,370−62.0% | Reduced |
| Eurizon Capital SGR S.p.A. | 736,872 | $5.28M | 0.02% | +736,872 | New |
| Cullen Capital Management LLC | 685,872 | $4.91M | 0.05% | +16,460+2.5% | Added |
| Raymond James Financial Inc | 671,683 | $4.81M | 0.00% | −29,027−4.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 658,932 | $4.72M | 0.04% | +658,932 | New |
| Royal Bank of Canada | 639,786 | $4.58M | 0.00% | +122,568+23.7% | Added |
| Invesco Ltd. | 631,043 | $4.52M | 0.00% | +144,686+29.7% | Added |
| SEI Investments Co | 581,965 | $4.17M | 0.00% | −324,283−35.8% | Reduced |