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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 852,236 | $6.10M | 0.01% | +35,809+4.4% | Added |
| Earnest Partners LLC | 857,651 | $6.14M | 0.03% | −16,616−1.9% | Reduced |
| Barings LLC | 891,821 | $6.39M | 0.12% | −242,505−21.4% | Reduced |
| INCA Investments LLC | 911,377 | $6.53M | 2.28% | −50,571−5.3% | Reduced |
| Moran Wealth Management, LLC | 916,740 | $6.56M | 0.20% | +69,293+8.2% | Added |
| Dimensional Fund Advisors LP | 976,062 | $6.99M | 0.00% | +163,413+20.1% | Added |
| Point72 Asset Management, L.P. | 978,424 | $7.01M | 0.01% | +978,424 | New |
| Trexquant Investment LP | 1,032,196 | $7.39M | 0.07% | +1,032,196 | New |
| Daiwa Securities Group Inc. | 1,065,538 | $7.63M | 0.02% | +846,456+386.4% | Added |
| Boston Common Asset Management, LLC | 1,099,984 | $7.88M | 0.47% | −416,354−27.5% | Reduced |
| Matthews International Capital Management LLC | 1,149,948 | $8.23M | 2.50% | +39,254+3.5% | Added |
| Deprince Race & Zollo Inc | 1,157,546 | $8.29M | 0.16% | −106,273−8.4% | Reduced |
| GMT Capital Corp | 1,174,334 | $8.41M | 0.44% | −1,149,996−49.5% | Reduced |
| Envestnet Asset Management Inc | 1,266,074 | $9.07M | 0.00% | +39,372+3.2% | Added |
| Harding Loevner LP | 1,307,297 | $9.36M | 0.08% | −308,158−19.1% | Reduced |
| Abn Amro Investment Solutions | 1,377,968 | $9.87M | 0.15% | +965,222+233.9% | Added |
| Dnca Finance | 1,457,582 | $10.4M | 0.60% | +1,457,582 | New |
| Two Sigma Advisers, LP | 1,545,091 | $11.1M | 0.02% | +1,073,468+227.6% | Added |
| Wim Investment Management Ltd | 1,737,000 | $12.4M | 3.21% | +778,500+81.2% | Added |
| Citadel Advisors LLC | 1,937,647 | $13.9M | 0.01% | +1,937,647 | New |
| Y-Intercept (Hong Kong) Ltd | 1,942,258 | $13.9M | 0.31% | +1,942,258 | New |
| Silvercrest Asset Management Group LLC | 2,215,307 | $15.9M | 0.11% | +119,980+5.7% | Added |
| Ramirez Asset Management, Inc. | 2,223,601 | $15.9M | 2.10% | +77,679+3.6% | Added |
| Gemsstock Limited | 2,276,813 | $16.3M | 2.37% | −51,687−2.2% | Reduced |
| Jane Street Group, LLC | 2,450,454 | $17.5M | 0.02% | +2,375,424+3,166.0% | Added |
| Legal & General Group Plc | 2,575,565 | $18.5M | 0.00% | +75,015+3.0% | Added |
| First Eagle Investment Management, LLC | 2,793,981 | $20.0M | 0.04% | +302,668+12.1% | Added |
| USS Investment Management Ltd | 2,861,917 | $20.5M | 0.10% | +83,356+3.0% | Added |
| Natixis Advisors, L.P. | 2,923,705 | $20.9M | 0.03% | +80,482+2.8% | Added |
| Morgan Stanley | 2,980,623 | $21.3M | 0.00% | −1,397,152−31.9% | Reduced |
| State of New Jersey Common Pension Fund D | 3,167,658 | $22.7M | 0.08% | +43,030+1.4% | Added |
| Breakout Capital Partners, LP | 3,297,361 | $23.6M | 16.82% | +118,737+3.7% | Added |
| Marshall Wace, LLP | 3,307,338 | $23.7M | 0.02% | +3,307,338 | New |
| Amundi | 3,374,178 | $24.2M | 0.01% | +174,166+5.4% | Added |
| Teachers Retirement System of the State of Kentucky | 3,837,098 | $27.5M | 0.21% | +111,759+3.0% | Added |
| Bank of America Corp | 4,117,786 | $29.5M | 0.00% | +63,073+1.6% | Added |
| Tredje AP-fonden | 4,269,151 | $30.6M | 0.23% | −2,954,849−40.9% | Reduced |
| HSBC Holdings PLC | 4,682,389 | $35.6M | 0.02% | +92,695+2.0% | Added |
| Lazard Asset Management LLC | 5,144,005 | $36.8M | 0.06% | −568,700−10.0% | Reduced |
| New York State Common Retirement Fund | 5,209,715 | $37.3M | 0.05% | −1,658,333−24.1% | Reduced |
| Northern Trust Corp | 5,605,769 | $40.1M | 0.01% | +224,914+4.2% | Added |
| Man Group plc | 6,189,502 | $44.3M | 0.08% | +5,171,363+507.9% | Added |
| Todd Asset Management LLC | 6,246,550 | $44.7M | 0.87% | +83,569+1.4% | Added |
| UBS Group AG | 6,278,582 | $45.0M | 0.01% | +2,167,634+52.7% | Added |
| Public Employees Retirement System of Ohio | 6,282,954 | $45.0M | 0.14% | −1,018,777−14.0% | Reduced |
| Carmignac Gestion | 7,152,585 | $51.2M | 0.69% | −4,130,600−36.6% | Reduced |
| American Century Companies Inc | 7,273,623 | $52.1M | 0.03% | +1,039,181+16.7% | Added |
| Samlyn Capital, LLC | 7,922,354 | $56.7M | 0.90% | −5,618,298−41.5% | Reduced |
| Two Sigma Investments, LP | 8,250,080 | $59.1M | 0.09% | +3,140,033+61.4% | Added |
| Renaissance Technologies LLC | 8,606,381 | $61.6M | 0.10% | −5,607,790−39.5% | Reduced |
| Ameriprise Financial Inc | 8,648,188 | $61.9M | 0.01% | −5,541,577−39.1% | Reduced |
| Russell Investments Group, Ltd. | 9,049,718 | $64.8M | 0.07% | +716,743+8.6% | Added |
| Goldman Sachs Group Inc | 9,190,079 | $65.8M | 0.01% | +738,163+8.7% | Added |
| Baillie Gifford & Co | 9,654,305 | $69.1M | 0.06% | −229,511−2.3% | Reduced |
| Nomura Asset Management International Inc. | 9,794,493 | $70.1M | 0.11% | +9,794,493 | New |
| Seafarer Capital Partners, LLC | 10,909,142 | $78.1M | 20.29% | +317,742+3.0% | Added |
| Voloridge Investment Management, LLC | 11,630,902 | $83.3M | 0.29% | −967,643−7.7% | Reduced |
| Driehaus Capital Management LLC | 11,857,114 | $84.9M | 0.58% | +1,266,440+12.0% | Added |
| Capital World Investors | 13,336,855 | $95.5M | 0.01% | +453,014+3.5% | Added |
| Northcape Capital Pty Ltd | 12,904,308 | $96.1M | 11.09% | +3,106,618+31.7% | Added |
| Perpetual Ltd | 13,477,395 | $96.5M | 1.40% | +511,081+3.9% | Added |
| Boston Partners | 13,576,614 | $97.2M | 0.10% | +1,162,887+9.4% | Added |
| State Street Corp | 13,574,747 | $97.2M | 0.00% | −1,266,204−8.5% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 13,822,747 | $99.0M | 1.60% | +1,156,946+9.1% | Added |
| Dodge & Cox | 19,120,110 | $136.9M | 0.07% | +497,895+2.7% | Added |
| Itau Unibanco Holding S.A. | 21,106,153 | $151.3M | 3.74% | −1,566,171−6.9% | Reduced |
| Price T Rowe Associates Inc | 22,069,750 | $158.0M | 0.02% | −5,712,191−20.6% | Reduced |
| Vanguard Group Inc | 24,158,135 | $173.0M | 0.00% | +644,748+2.7% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 28,396,545 | $203.3M | 0.54% | +28,396,545 | New |
| Fisher Asset Management, LLC | 28,540,037 | $204.3M | 0.07% | −32,882,046−53.5% | Reduced |
| Capital Research Global Investors | 30,359,075 | $217.4M | 0.04% | +1,143,867+3.9% | Added |
| Franklin Resources Inc | 32,465,077 | $232.4M | 0.06% | +1,925,708+6.3% | Added |
| William Blair Investment Management, LLC | 36,551,763 | $261.7M | 0.73% | +7,081,568+24.0% | Added |
| BlackRock, Inc. | 38,079,112 | $272.6M | 0.00% | +6,431,580+20.3% | Added |
| Wellington Management Group LLP | 42,818,183 | $306.6M | 0.05% | +1,520,759+3.7% | Added |
| JPMorgan Chase & Co | 43,540,350 | $311.7M | 0.02% | +2,153,260+5.2% | Added |
| FMR LLC | 55,450,680 | $397.0M | 0.02% | −7,748,805−12.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 58,581,150 | $419.4M | 0.60% | +956,962+1.7% | Added |
| Westwood Global Investments, LLC | 61,328,933 | $439.1M | 22.34% | −798,480−1.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 63,525,566 | $454.8M | 0.27% | +2,394,121+3.9% | Added |
| Schroder Investment Management Group | 72,822,624 | $524.3M | 0.40% | −1,707,351−2.3% | Reduced |
| Orbis Allan Gray Ltd | 81,682,615 | $584.8M | 2.45% | −1,644,562−2.0% | Reduced |
| GQG Partners LLC | 96,959,405 | $694.2M | 1.14% | +5,737,696+6.3% | Added |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −9,643,554−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −1,494,716−100.0% | Sold out |
| Altrinsic Global Advisors LLC | 0 | $0 | 0.00% | −388,709−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −190,130−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −136,061−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −61,504−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −47,867−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −41,814−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −31,866−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −21,496−100.0% | Sold out |
| Provida Pension Fund Administrator | 0 | $0 | 0.00% | −17,835−100.0% | Sold out |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −16,803−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −14,681−100.0% | Sold out |
| Ameraudi Asset Management, Inc. | 0 | $0 | 0.00% | −13,559−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −12,920−100.0% | Sold out |
| Sunpointe, LLC | 0 | $0 | 0.00% | −10,777−100.0% | Sold out |