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, Q1 2026
Institutional positions in Itau Unibanco Holding S.A. as of Mar 31, 2026. 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
- 389
- +11 vs. Q4 2025
- Shares held
- 1.20B
- +11.7M (+1.0%) vs. Q4 2025
- Total value
- $10.0B
- +$1.49B (+17.4%) vs. Q4 2025
- New holders
- 61
- 154 more added
- Sold out
- 50
- 123 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Marex Group plc | 95,872 | $803.4K | 0.01% | −17,237−15.2% | Reduced |
| Ameriprise Financial Inc | 95,311 | $807.0K | 0.00% | −8,552,877−98.9% | Reduced |
| First Trust Advisors LP | 97,273 | $815.1K | 0.00% | −3,696−3.7% | Reduced |
| Boston Partners | 98,294 | $823.7K | 0.00% | −13,478,320−99.3% | Reduced |
| JustInvest LLC | 99,954 | $837.6K | 0.01% | +15,657+18.6% | Added |
| SG Americas Securities, LLC | 101,879 | $854.0K | 0.00% | +66,484+187.8% | Added |
| Legacy Wealth Asset Management, LLC | 101,939 | $854.2K | 0.21% | −1,483−1.4% | Reduced |
| Vise Technologies, Inc. | 124,113 | $888.7K | 0.02% | 00.0% | Unchanged |
| Natural Investments, LLC | 110,004 | $921.0K | 0.23% | −301−0.3% | Reduced |
| Integrated Wealth Concepts LLC | 112,294 | $941.0K | 0.01% | +58,995+110.7% | Added |
| Massachusetts Financial Services Co | 113,625 | $952.2K | 0.00% | +12,541+12.4% | Added |
| Atria Investments LLC | 114,618 | $960.5K | 0.01% | −2,408−2.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 115,157 | $965.0K | 0.00% | −392−0.3% | Reduced |
| Ieq Capital, LLC | 115,612 | $968.8K | 0.00% | +13,751+13.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 118,492 | $993.0K | 0.00% | 00.0% | Unchanged |
| ION Fund Management Ltd | 119,500 | $1.00M | 0.15% | +119,500 | New |
| Frank, Rimerman Advisors LLC | 121,738 | $1.02M | 0.07% | 00.0% | Unchanged |
| Solstein Capital, LLC | 122,590 | $1.03M | 0.42% | −10.0% | Reduced |
| Neuberger Berman Group LLC | 124,313 | $1.04M | 0.00% | +96,364+344.8% | Added |
| Nuveen, LLC | 125,567 | $1.05M | 0.00% | −6,271−4.8% | Reduced |
| The PNC Financial Services Group, Inc. | 125,643 | $1.05M | 0.00% | +3,565+2.9% | Added |
| Groupama Asset Managment | 129,074 | $1.08M | 0.02% | −9,127−6.6% | Reduced |
| QRG Capital Management, Inc. | 130,586 | $1.09M | 0.01% | +28,381+27.8% | Added |
| Integrated Quantitative Investments LLC | 131,964 | $1.11M | 0.20% | +131,964 | New |
| Point Nemo Capital, LLC | 146,278 | $1.23M | 0.81% | +146,278 | New |
| Mariner, LLC | 149,673 | $1.25M | 0.00% | +2,545+1.7% | Added |
| Deltec Asset Management LLC | 159,333 | $1.34M | 0.24% | +21,675+15.7% | Added |
| Federated Hermes, Inc. | 159,679 | $1.34M | 0.00% | +127,830+401.4% | Added |
| Standard Life Aberdeen plc | 159,747 | $1.34M | 0.00% | +21,364+15.4% | Added |
| Campbell & CO Investment Adviser LLC | 162,399 | $1.36M | 0.08% | −78,007−32.4% | Reduced |
| Bank of New York Mellon Corp | 163,563 | $1.37M | 0.00% | −18,971−10.4% | Reduced |
| Deutsche Bank AG | 163,700 | $1.37M | 0.00% | +4,153+2.6% | Added |
| Ethic Inc. | 166,734 | $1.40M | 0.02% | −21,927−11.6% | Reduced |
| LGT Fund Management Co Ltd. | 167,417 | $1.40M | 0.06% | +167,417 | New |
| Sanctuary Advisors, LLC | 168,187 | $1.41M | 0.01% | +979+0.6% | Added |
| Banco BTG Pactual S.A. | 169,644 | $1.42M | 0.28% | +169,644 | New |
| MML Investors Services, LLC | 170,817 | $1.43M | 0.00% | +118,424+226.0% | Added |
| Pathstone Holdings, LLC | 178,585 | $1.50M | 0.01% | +18,238+11.4% | Added |
| Marshall Wace, LLP | 179,355 | $1.50M | 0.00% | −3,127,983−94.6% | Reduced |
| Bailard, Inc. | 185,400 | $1.55M | 0.04% | +5,400+3.0% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 186,841 | $1.57M | 0.08% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 187,102 | $1.57M | 0.02% | +77,958+71.4% | Added |
| Graham Capital Management, L.P. | 189,841 | $1.59M | 0.05% | −36,114−16.0% | Reduced |
| Liontrust Investment Partners LLP | 190,550 | $1.60M | 0.03% | 00.0% | Unchanged |
| Limestone Investment Advisors LP | 190,644 | $1.60M | 0.79% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 192,576 | $1.61M | 0.00% | −211,180−52.3% | Reduced |
| Eurizon Capital SGR S.p.A. | 217,092 | $1.72M | 0.01% | −519,780−70.5% | Reduced |
| Sava Infond d.o.o. | 213,217 | $1.79M | 0.25% | +65,000+43.9% | Added |
| LPL Financial LLC | 221,842 | $1.86M | 0.00% | −196,039−46.9% | Reduced |
| Pzena Investment Management LLC | 225,157 | $1.89M | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 233,078 | $1.95M | 0.02% | +27,723+13.5% | Added |
| Longfellow Investment Management Co LLC | 233,497 | $1.96M | 0.41% | 00.0% | Unchanged |
| Cloverfields Capital Group, LP | 257,526 | $2.16M | 0.70% | +2,882+1.1% | Added |
| Calamos Advisors LLC | 263,841 | $2.21M | 0.01% | −26,729−9.2% | Reduced |
| Nomura Asset Management Co Ltd | 269,555 | $2.26M | 0.01% | −485,407−64.3% | Reduced |
| Advisors Asset Management, Inc. | 277,073 | $2.32M | 0.04% | +86,193+45.2% | Added |
| Quantinno Capital Management LP | 280,094 | $2.35M | 0.00% | +58,662+26.5% | Added |
| O'Shaughnessy Asset Management, LLC | 280,282 | $2.35M | 0.01% | +43,297+18.3% | Added |
| Madison Asset Management, LLC | 281,516 | $2.36M | 0.03% | −79,633−22.0% | Reduced |
| Victory Capital Management Inc | 288,234 | $2.42M | 0.00% | −20,504−6.6% | Reduced |
| Rhumbline Advisers | 296,477 | $2.48M | 0.00% | −902−0.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 306,176 | $2.57M | 0.00% | +23,715+8.4% | Added |
| Skopos Labs, Inc. | 312,458 | $2.62M | 0.08% | +166,924+114.7% | Added |
| Susquehanna International Group, LLP | 326,601 | $2.74M | 0.00% | +179,684+122.3% | Added |
| Quadrant Capital Group LLC | 329,982 | $2.77M | 0.08% | −470.0% | Reduced |
| Creative Planning | 333,653 | $2.80M | 0.00% | +88,265+36.0% | Added |
| Quattro Financial Advisors LLC | 339,900 | $2.85M | 0.86% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 343,080 | $2.88M | 0.00% | +44,570+14.9% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 344,940 | $2.89M | 0.14% | +231,640+204.4% | Added |
| Profund Advisors LLC | 356,049 | $2.98M | 0.11% | +83,459+30.6% | Added |
| HRT Financial LP | 363,096 | $3.04M | 0.01% | +116,080+47.0% | Added |
| Federation des caisses Desjardins du Quebec | 404,269 | $3.39M | 0.01% | +403,930+119,153.4% | Added |
| Brevan Howard Capital Management LP | 436,000 | $3.51M | 0.04% | +436,000 | New |
| Euro Pacific Asset Management, LLC | 424,856 | $3.57M | 0.35% | +235,029+123.8% | Added |
| VPR Management LLC | 438,013 | $3.67M | 1.47% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 460,410 | $3.86M | 0.14% | 00.0% | Unchanged |
| AQR Capital Management LLC | 465,713 | $3.90M | 0.00% | +364,264+359.1% | Added |
| Banque Cantonale Vaudoise | 478,138 | $4.01M | 0.15% | +170,168+55.3% | Added |
| DekaBank Deutsche Girozentrale | 505,000 | $4.04M | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 482,874 | $4.05M | 0.06% | −15,668−3.1% | Reduced |
| Captrust Financial Advisors | 484,938 | $4.06M | 0.01% | +464,254+2,244.5% | Added |
| Acadian Asset Management LLC | 493,957 | $4.13M | 0.01% | +387,465+363.8% | Added |
| XTX Topco Ltd | 523,207 | $4.38M | 0.08% | +118,377+29.2% | Added |
| SEI Investments Co | 551,787 | $4.62M | 0.00% | −30,178−5.2% | Reduced |
| Haven Global Partners, LLC | 567,982 | $4.76M | 4.48% | −197,702−25.8% | Reduced |
| Royal Bank of Canada | 616,286 | $5.16M | 0.00% | −23,500−3.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 639,906 | $5.36M | 0.01% | +201,146+45.8% | Added |
| Aragon Global Management, LP | 653,968 | $5.48M | 3.82% | +303,150+86.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 654,725 | $5.49M | 0.01% | −150,710−18.7% | Reduced |
| STRS Ohio | 686,170 | $5.75M | 0.02% | −104,396−13.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 701,153 | $5.88M | 0.06% | +42,221+6.4% | Added |
| Pinebridge Investments LLC | 709,118 | $5.94M | 0.05% | −84,795−10.7% | Reduced |
| Engineers Gate Manager LP | 734,793 | $6.16M | 0.08% | +683,087+1,321.1% | Added |
| Vanguard Fiduciary Trust Co | 743,637 | $6.23M | 0.00% | +743,637 | New |
| Oaktree Fund Advisors, LLC | 761,827 | $6.38M | 11.21% | −14,112−1.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 768,951 | $6.44M | 0.06% | −39,000−4.8% | Reduced |
| Earnest Partners LLC | 777,185 | $6.51M | 0.03% | −80,466−9.4% | Reduced |
| INCA Investments LLC | 783,087 | $6.56M | 2.33% | −128,290−14.1% | Reduced |
| Optiver Holding B.V. | 786,436 | $6.59M | 0.25% | +426,492+118.5% | Added |
| Barclays PLC | 786,596 | $6.59M | 0.00% | +262,044+50.0% | Added |