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 |
|---|---|---|---|---|---|
| Citigroup Inc | 807,196 | $6.76M | 0.00% | +413,159+104.9% | Added |
| Wells Fargo & Company | 822,714 | $6.89M | 0.00% | −6,862−0.8% | Reduced |
| Raymond James Financial Inc | 845,081 | $7.08M | 0.00% | +173,398+25.8% | Added |
| Storebrand Asset Management AS | 848,919 | $7.11M | 0.02% | +1,981+0.2% | Added |
| Handelsbanken Fonder AB | 860,851 | $7.21M | 0.02% | +750,603+680.8% | Added |
| Cullen Capital Management LLC | 878,679 | $7.36M | 0.08% | +192,807+28.1% | Added |
| Barings LLC | 891,821 | $7.47M | 0.12% | 00.0% | Unchanged |
| Matthews International Capital Management LLC | 968,644 | $8.12M | 3.29% | −181,304−15.8% | Reduced |
| Moran Wealth Management, LLC | 1,011,349 | $8.48M | 0.26% | +94,609+10.3% | Added |
| Daiwa Securities Group Inc. | 1,049,829 | $8.80M | 0.03% | −15,709−1.5% | Reduced |
| Boston Common Asset Management, LLC | 1,052,191 | $8.82M | 0.57% | −47,793−4.3% | Reduced |
| VectorGlobal IAG, Inc. | 1,059,024 | $8.87M | 2.30% | +1,059,024 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 1,065,486 | $8.93M | 3.22% | +1,065,486 | New |
| Deprince Race & Zollo Inc | 1,092,846 | $9.16M | 0.17% | −64,700−5.6% | Reduced |
| Dimensional Fund Advisors LP | 1,132,049 | $9.49M | 0.00% | +155,987+16.0% | Added |
| Harding Loevner LP | 1,233,594 | $10.3M | 0.11% | −73,703−5.6% | Reduced |
| Thrivent Financial for Lutherans | 1,233,689 | $10.3M | 0.02% | +381,453+44.8% | Added |
| Envestnet Asset Management Inc | 1,323,894 | $11.1M | 0.00% | +57,820+4.6% | Added |
| BTG Pactual Asset Management US LLC | 1,343,809 | $11.3M | 1.10% | +1,343,809 | New |
| Trexquant Investment LP | 1,694,531 | $14.2M | 0.10% | +662,335+64.2% | Added |
| GMT Capital Corp | 1,706,130 | $14.3M | 0.65% | +531,796+45.3% | Added |
| Dnca Finance | 1,737,271 | $14.6M | 0.83% | +279,689+19.2% | Added |
| Zeno Equity Partners LLP | 2,236,966 | $18.7M | 7.61% | +2,236,966 | New |
| Silvercrest Asset Management Group LLC | 2,278,562 | $19.1M | 0.14% | +63,255+2.9% | Added |
| Jones Financial Companies LLLP | 2,438,905 | $19.2M | 0.01% | +2,292,269+1,563.2% | Added |
| Ramirez Asset Management, Inc. | 2,355,376 | $19.8M | 2.38% | +131,775+5.9% | Added |
| Abn Amro Investment Solutions | 2,376,967 | $19.9M | 0.26% | +998,999+72.5% | Added |
| Wim Investment Management Ltd | 2,398,610 | $20.1M | 5.96% | +661,610+38.1% | Added |
| Gemsstock Limited | 2,408,113 | $20.2M | 2.13% | +131,300+5.8% | Added |
| Qube Research & Technologies Ltd | 2,530,578 | $21.2M | 0.03% | +1,969,160+350.7% | Added |
| Legal & General Group Plc | 2,575,565 | $21.6M | 0.01% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 2,689,304 | $22.5M | 0.00% | +2,689,304 | New |
| USS Investment Management Ltd | 2,861,917 | $24.0M | 0.10% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 3,027,910 | $25.4M | 0.04% | +104,205+3.6% | Added |
| State of New Jersey Common Pension Fund D | 3,115,046 | $26.1M | 0.10% | −52,612−1.7% | Reduced |
| Breakout Capital Partners, LP | 3,291,424 | $27.6M | 15.86% | −5,937−0.2% | Reduced |
| First Eagle Investment Management, LLC | 3,312,310 | $27.8M | 0.05% | +518,329+18.6% | Added |
| Public Employees Retirement System of Ohio | 3,818,022 | $32.0M | 0.10% | −2,464,932−39.2% | Reduced |
| Invesco Ltd. | 3,829,179 | $32.1M | 0.00% | +3,198,136+506.8% | Added |
| Teachers Retirement System of the State of Kentucky | 3,837,098 | $32.2M | 0.25% | 00.0% | Unchanged |
| Amundi | 4,002,998 | $33.5M | 0.01% | +628,820+18.6% | Added |
| Alliancebernstein L.P. | 4,972,179 | $35.6M | 0.01% | +4,855,287+4,153.7% | Added |
| New York State Common Retirement Fund | 4,754,025 | $39.8M | 0.06% | −455,690−8.7% | Reduced |
| Renaissance Technologies LLC | 4,894,713 | $41.0M | 0.06% | −3,711,668−43.1% | Reduced |
| Lazard Asset Management LLC | 5,202,138 | $43.6M | 0.07% | +58,133+1.1% | Added |
| Northern Trust Corp | 5,595,143 | $46.9M | 0.01% | −10,626−0.2% | Reduced |
| Man Group plc | 6,037,156 | $50.6M | 0.10% | −152,346−2.5% | Reduced |
| Driehaus Capital Management LLC | 6,221,566 | $52.1M | 0.38% | −5,635,548−47.5% | Reduced |
| Capital World Investors | 6,262,952 | $52.5M | 0.01% | −7,073,903−53.0% | Reduced |
| Todd Asset Management LLC | 6,286,672 | $52.7M | 1.03% | +40,122+0.6% | Added |
| UBS Group AG | 6,355,470 | $53.3M | 0.01% | +76,888+1.2% | Added |
| Tredje AP-fonden | 6,373,065 | $53.4M | 0.29% | +2,103,914+49.3% | Added |
| HSBC Holdings PLC | 6,041,558 | $55.1M | 0.03% | +1,359,169+29.0% | Added |
| Voloridge Investment Management, LLC | 6,612,024 | $55.4M | 0.22% | −5,018,878−43.2% | Reduced |
| Baillie Gifford & Co | 8,231,975 | $69.0M | 0.07% | −1,422,330−14.7% | Reduced |
| Carmignac Gestion | 8,630,222 | $72.3M | 1.11% | +1,477,637+20.7% | Added |
| Russell Investments Group, Ltd. | 8,854,346 | $74.1M | 0.08% | −195,372−2.2% | Reduced |
| Nomura Asset Management International Inc. | 9,219,057 | $77.3M | 0.13% | −575,436−5.9% | Reduced |
| TT International Asset Management LTD | 9,533,122 | $79.9M | 8.72% | +9,417,762+8,163.8% | Added |
| American Century Companies Inc | 10,385,332 | $87.0M | 0.04% | +3,111,709+42.8% | Added |
| Bank of America Corp | 10,522,224 | $88.2M | 0.01% | +6,404,438+155.5% | Added |
| Seafarer Capital Partners, LLC | 10,909,142 | $91.4M | 20.98% | 00.0% | Unchanged |
| Jane Street Group, LLC | 11,094,671 | $93.0M | 0.10% | +8,644,217+352.8% | Added |
| Morgan Stanley | 12,179,414 | $102.1M | 0.01% | +9,198,791+308.6% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 12,188,995 | $102.1M | 1.73% | −1,633,752−11.8% | Reduced |
| Northcape Capital Pty Ltd | 12,941,017 | $108.4M | 12.51% | +36,709+0.3% | Added |
| Perpetual Ltd | 13,273,095 | $111.2M | 1.71% | −204,300−1.5% | Reduced |
| State Street Corp | 13,218,732 | $111.7M | 0.00% | −356,015−2.6% | Reduced |
| Goldman Sachs Group Inc | 15,342,570 | $128.6M | 0.02% | +6,152,491+66.9% | Added |
| Wellington Management Group LLP | 15,427,772 | $129.3M | 0.02% | −27,390,411−64.0% | Reduced |
| Dodge & Cox | 19,169,381 | $160.6M | 0.09% | +49,271+0.3% | Added |
| Itau Unibanco Holding S.A. | 20,012,082 | $166.0M | 3.97% | −1,094,071−5.2% | Reduced |
| Two Sigma Investments, LP | 20,088,181 | $168.3M | 0.14% | +11,838,101+143.5% | Added |
| Vanguard Capital Management LLC | 20,252,308 | $169.7M | 0.00% | +20,252,308 | New |
| Carrhae Capital LLP | 20,443,133 | $171.3M | 12.09% | +20,443,133 | New |
| Price T Rowe Associates Inc | 20,737,149 | $173.8M | 0.02% | −1,332,601−6.0% | Reduced |
| Fisher Asset Management, LLC | 28,614,724 | $239.8M | 0.08% | +74,687+0.3% | Added |
| William Blair Investment Management, LLC | 31,684,708 | $265.6M | 0.88% | −4,867,055−13.3% | Reduced |
| Franklin Resources Inc | 33,988,131 | $284.8M | 0.07% | +1,523,054+4.7% | Added |
| JPMorgan Chase & Co | 42,252,980 | $332.5M | 0.02% | −1,287,370−3.0% | Reduced |
| FMR LLC | 46,163,893 | $386.9M | 0.02% | −9,286,787−16.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 54,692,228 | $458.3M | 0.65% | −3,888,922−6.6% | Reduced |
| BlackRock, Inc. | 55,201,404 | $462.6M | 0.01% | +17,122,292+45.0% | Added |
| Arrowstreet Capital, Limited Partnership | 55,481,880 | $464.9M | 0.25% | −8,043,686−12.7% | Reduced |
| Westwood Global Investments, LLC | 60,727,358 | $508.9M | 18.97% | −601,575−1.0% | Reduced |
| Schroder Investment Management Group | 64,691,459 | $509.1M | 0.42% | −8,131,165−11.2% | Reduced |
| Orbis Allan Gray Ltd | 69,269,672 | $580.5M | 2.45% | −12,412,943−15.2% | Reduced |
| GQG Partners LLC | 81,646,220 | $684.2M | 1.08% | −15,313,185−15.8% | Reduced |
| Capital Research Global Investors | 84,609,325 | $708.9M | 0.11% | +54,250,250+178.7% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −28,396,545−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −7,922,354−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,942,258−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −1,937,647−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −1,545,091−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −978,424−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −750,557−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −489,673−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −370,217−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −309,896−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −306,532−100.0% | Sold out |