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, Q2 2026
Institutional positions in Itau Unibanco Holding S.A. as of Jun 30, 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
- 394
- +10 vs. Q1 2026
- Shares held
- 1.15B
- −50.1M (−4.2%) vs. Q1 2026
- Total value
- $9.52B
- −$501.2M (−5.0%) vs. Q1 2026
- New holders
- 52
- 132 more added
- Sold out
- 42
- 149 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nissay Asset Management Corp | 92,735 | $757.6K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 94,089 | $768.7K | 0.01% | −5,865−5.9% | Reduced |
| Stifel Financial Corp | 95,251 | $778.2K | 0.00% | +17,175+22.0% | Added |
| Ieq Capital, LLC | 96,657 | $789.7K | 0.00% | −18,955−16.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 92,511 | $797.4K | 0.00% | −502−0.5% | Reduced |
| Brinker Capital Investments, LLC | 98,416 | $804.1K | 0.01% | +7,530+8.3% | Added |
| Schonfeld Strategic Advisors LLC | 100,000 | $817.0K | 0.00% | +100,000 | New |
| Legacy Wealth Asset Management, LLC | 100,173 | $818.4K | 0.18% | −1,766−1.7% | Reduced |
| Naviter Wealth, LLC | 99,882 | $829.5K | 0.08% | +21,689+27.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 102,640 | $838.6K | 0.02% | +49,972+94.9% | Added |
| Atria Investments LLC | 108,418 | $885.8K | 0.01% | −6,200−5.4% | Reduced |
| BNP Paribas Arbitrage, SA | 108,975 | $890.3K | 0.00% | −234,105−68.2% | Reduced |
| Leonteq Securities AG | 111,000 | $906.9K | 0.05% | +19,026+20.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 115,157 | $940.8K | 0.00% | 00.0% | Unchanged |
| ION Fund Management Ltd | 119,500 | $976.3K | 0.12% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 120,120 | $981.4K | 0.00% | −72,456−37.6% | Reduced |
| Frank, Rimerman Advisors LLC | 122,420 | $1.00M | 0.06% | +682+0.6% | Added |
| Solstein Capital, LLC | 122,590 | $1.00M | 0.34% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 123,301 | $1.01M | 0.00% | −2,342−1.9% | Reduced |
| Bank of Montreal | 123,631 | $1.01M | 0.00% | +89,395+261.1% | Added |
| Susquehanna International Group, LLP | 127,904 | $1.04M | 0.00% | −198,697−60.8% | Reduced |
| Groupama Asset Managment | 129,074 | $1.06M | 0.01% | 00.0% | Unchanged |
| Bailard, Inc. | 130,000 | $1.06M | 0.02% | −55,400−29.9% | Reduced |
| Mariner, LLC | 131,590 | $1.08M | 0.00% | −18,083−12.1% | Reduced |
| Integrated Quantitative Investments LLC | 131,964 | $1.08M | 0.18% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 144,370 | $1.18M | 0.01% | +13,784+10.6% | Added |
| Hantz Financial Services, Inc. | 144,966 | $1.18M | 0.02% | −42,136−22.5% | Reduced |
| Marex Group plc | 147,115 | $1.20M | 0.01% | +51,243+53.4% | Added |
| Vinland Capital Management Gestora de Recursos LTDA. | 148,674 | $1.21M | 13.06% | +148,674 | New |
| UBS Asset Management Americas Inc | 150,483 | $1.23M | 0.00% | +127,417+552.4% | Added |
| Ethic Inc. | 155,345 | $1.27M | 0.02% | −11,389−6.8% | Reduced |
| Deltec Asset Management LLC | 159,333 | $1.30M | 0.19% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 161,265 | $1.32M | 0.00% | −2,298−1.4% | Reduced |
| Empowered Funds, LLC | 161,377 | $1.32M | 0.01% | +161,377 | New |
| Diversified Trust Co | 162,402 | $1.33M | 0.02% | +162,402 | New |
| Vise Technologies, Inc. | 162,625 | $1.33M | 0.02% | +38,512+31.0% | Added |
| Sanctuary Advisors, LLC | 163,308 | $1.33M | 0.01% | −4,879−2.9% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 167,800 | $1.37M | 3.06% | +167,800 | New |
| SIH Partners, LLLP | 173,278 | $1.42M | 0.06% | +173,278 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 175,468 | $1.43M | 0.07% | −11,373−6.1% | Reduced |
| MML Investors Services, LLC | 179,788 | $1.47M | 0.00% | +8,971+5.3% | Added |
| Federated Hermes, Inc. | 180,819 | $1.48M | 0.00% | +21,140+13.2% | Added |
| Standard Life Aberdeen plc | 182,842 | $1.49M | 0.00% | +23,095+14.5% | Added |
| Limestone Investment Advisors LP | 190,644 | $1.56M | 0.78% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 195,000 | $1.59M | 0.02% | +4,450+2.3% | Added |
| Pathstone Holdings, LLC | 197,193 | $1.62M | 0.00% | +18,608+10.4% | Added |
| Longfellow Investment Management Co LLC | 203,311 | $1.66M | 0.34% | −30,186−12.9% | Reduced |
| LGT Fund Management Co Ltd. | 225,149 | $1.84M | 0.08% | +57,732+34.5% | Added |
| LPL Financial LLC | 227,705 | $1.86M | 0.00% | +5,863+2.6% | Added |
| Graham Capital Management, L.P. | 232,059 | $1.90M | 0.05% | +42,218+22.2% | Added |
| Cloverfields Capital Group, LP | 233,884 | $1.91M | 0.58% | −23,642−9.2% | Reduced |
| Vident Advisory, LLC | 240,115 | $1.96M | 0.01% | +7,037+3.0% | Added |
| MONECO Advisors, LLC | 243,143 | $1.99M | 0.12% | +243,143 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 245,002 | $2.00M | 0.00% | −61,174−20.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 249,922 | $2.04M | 0.00% | +249,922 | New |
| Madison Asset Management, LLC | 280,063 | $2.29M | 0.03% | −1,453−0.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 281,876 | $2.30M | 0.01% | +1,594+0.6% | Added |
| Barclays PLC | 284,300 | $2.32M | 0.00% | −502,296−63.9% | Reduced |
| Advisors Asset Management, Inc. | 289,789 | $2.37M | 0.04% | +12,716+4.6% | Added |
| Profund Advisors LLC | 290,930 | $2.38M | 0.07% | −65,119−18.3% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 281,958 | $2.41M | 0.01% | +281,958 | New |
| Rhumbline Advisers | 304,854 | $2.49M | 0.00% | +8,377+2.8% | Added |
| Creative Planning | 310,424 | $2.54M | 0.00% | −23,229−7.0% | Reduced |
| Squarepoint Ops LLC | 312,133 | $2.55M | 0.00% | +234,214+300.6% | Added |
| Quadrant Capital Group LLC | 334,678 | $2.73M | 0.07% | +4,696+1.4% | Added |
| Quattro Financial Advisors LLC | 348,700 | $2.85M | 0.61% | +8,800+2.6% | Added |
| Nuveen, LLC | 370,398 | $3.03M | 0.00% | +244,831+195.0% | Added |
| Quantinno Capital Management LP | 371,114 | $3.03M | 0.00% | +91,020+32.5% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 375,896 | $3.07M | 0.12% | +30,956+9.0% | Added |
| Gsa Capital Partners LLP | 387,823 | $3.17M | 0.20% | +387,823 | New |
| Victory Capital Management Inc | 392,270 | $3.20M | 0.00% | +104,036+36.1% | Added |
| Euro Pacific Asset Management, LLC | 424,486 | $3.48M | 0.40% | −370−0.1% | Reduced |
| Sava Infond d.o.o. | 426,434 | $3.48M | 0.25% | +213,217+100.0% | Added |
| VPR Management LLC | 438,013 | $3.58M | 1.44% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 460,410 | $3.76M | 0.12% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 478,211 | $3.91M | 0.05% | −4,663−1.0% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 479,169 | $3.91M | 0.44% | +479,169 | New |
| HRT Financial LP | 479,759 | $3.92M | 0.01% | +116,663+32.1% | Added |
| DekaBank Deutsche Girozentrale | 505,000 | $3.96M | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 488,976 | $4.00M | 0.16% | +10,838+2.3% | Added |
| Daiwa Securities Group Inc. | 562,331 | $4.59M | 0.01% | −487,498−46.4% | Reduced |
| SEI Investments Co | 565,597 | $4.62M | 0.00% | +13,810+2.5% | Added |
| Boston Partners | 572,860 | $4.68M | 0.00% | +474,566+482.8% | Added |
| Pinebridge Investments LLC | 634,506 | $5.18M | 0.04% | −74,612−10.5% | Reduced |
| STRS Ohio | 648,913 | $5.30M | 0.02% | −37,257−5.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 658,750 | $5.38M | 0.01% | +4,025+0.6% | Added |
| Vanguard Fiduciary Trust Co | 681,771 | $5.57M | 0.00% | −61,866−8.3% | Reduced |
| Storebrand Asset Management AS | 690,386 | $5.64M | 0.01% | −158,533−18.7% | Reduced |
| Nykredit A/S | 734,453 | $6.00M | 0.02% | +734,453 | New |
| Earnest Partners LLC | 763,253 | $6.24M | 0.02% | −13,932−1.8% | Reduced |
| Haven Global Partners, LLC | 777,482 | $6.35M | 4.87% | +209,500+36.9% | Added |
| INCA Investments LLC | 783,087 | $6.40M | 1.81% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 794,184 | $6.49M | 0.06% | +25,233+3.3% | Added |
| Royal Bank of Canada | 825,681 | $6.75M | 0.00% | +209,395+34.0% | Added |
| Wells Fargo & Company | 836,213 | $6.83M | 0.00% | +13,499+1.6% | Added |
| Oaktree Fund Advisors, LLC | 837,352 | $6.84M | 11.83% | +75,525+9.9% | Added |
| XTX Topco Ltd | 871,084 | $7.12M | 0.09% | +347,877+66.5% | Added |
| Raymond James Financial Inc | 871,665 | $7.12M | 0.00% | +26,584+3.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 877,650 | $7.17M | 0.06% | +176,497+25.2% | Added |
| Engineers Gate Manager LP | 878,443 | $7.18M | 0.09% | +143,650+19.5% | Added |