Itau Unibanco Holding (ITUB): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
13 concentrated managers hold it (−1 vs last quarter) with a median weight of 3.8%.
Who owns Itau Unibanco Holding?
Itau Unibanco Holding trades in the U.S. through ADRs, certificates that represent shares of a non-U.S. company. Form 13F counts ADRs while the company reports ordinary shares, so we do not compute percentages. As of Jun 30, 2026, the largest ADR holders reported on Form 13F were Capital Research Global Investors (95.0 million ADRs), Orbis Allan Gray (81.3 million ADRs) and Westwood Global Investments (61.5 million ADRs).
Which institutions hold the most Itau Unibanco Holding shares?
Per Form 13F filings as of Jun 30, 2026, in ADRs:
- 1. Capital Research Global Investors: 95.0 million ADRs
- 2. Orbis Allan Gray: 81.3 million ADRs
- 3. Westwood Global Investments: 61.5 million ADRs
- 4. Schroder Investment Management Group: 56.7 million ADRs
- 5. GQG Partners: 48.1 million ADRs
- 6. Robeco Institutional Asset Management B.V: 45.6 million ADRs
- 7. Arrowstreet Capital, Limited Partnership: 45.3 million ADRs
- 8. BlackRock: 43.7 million ADRs
- 9. JPMorgan Chase: 43.3 million ADRs
- 10. FMR: 36.6 million ADRs
Sources:All of the company's proxy statements on EDGAR ↗
We hold 13D and 13G filings made since December 2024: a holder above 5% that has not filed since then does not appear here.
Well-known investors holding it
Quarter flow (concentrated managers)
Change in managers (14 → 13): 1 opened · 2 exited = −1
Net flow in the quarter: +$84.4M (+10.3 M shares) · bought $133M and sold $48.9MShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
The set of concentrated managers changed between quarters: with the set as it was then, 13 held it last quarter (the chart point); with today's set, 14 (the base for the change).
Concentrated managers holding it
- Westwood Global InvestmentsIncreased$503M17.7%+0.2 pp
- Carmignac GestionIncreased$99.8M1.3%+0.4 pp
- Seafarer Capital Partners$89.1M20.5%
- Harding LoevnerIncreased$81.2M0.8%+0.7 pp
- Northcape Capital PtyReduced$72.5M9.8%−3.8 pp
- Finance DncaIncreased$20.3M1.0%+0.3 pp
- WIM Investment Management$19.6M6.4%
- GemsstockReduced$18.9M6.2%−0.1 pp
- Zeno Equity Partners LLPReduced$17.8M6.6%−0.2 pp
- NS PartnersNew$17.0M0.7%+0.7 pp
- Matthews International Capital ManagementIncreased$11.1M3.8%+1.1 pp
- INCA Investments$6.4M1.8%
- Euro Pacific Asset Management$3.5M0.4%
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of ITUB (all 13F filers)
- Capital Research Global Investors95.0 MInvestment firm+10.4 M
- Orbis Allan Gray81.3 MInvestment firm+12.0 M
- Westwood Global Investmentsconcentrated61.5 MInvestment firm+800 K
- Schroder Investment Management Group56.7 MInvestment firm−7.9 M
- GQG Partners48.1 MInvestment firm−33.5 M
- Robeco Institutional Asset Management B.V45.6 MInvestment firm−9.1 M
- Arrowstreet Capital, Limited Partnership45.3 MQuant or multi-manager−10.2 M
- BlackRock43.7 MIndex manager−11.5 M
- JPMorgan Chase43.3 MBank or trading desk+1.1 M
- FMR36.6 MInvestment firm−9.6 M
- Shares
- 95.0 M
- Change
- +10.4 M
See more
- Type
- Investment firm
- Value
- $776M
- Shares
- 81.3 M
- Change
- +12.0 M
See more
- Type
- Investment firm
- Value
- $664M
- Westwood Global Investmentsconcentrated
- Shares
- 61.5 M
- Change
- +800 K
See more
- Type
- Investment firm
- Value
- $503M
- Shares
- 56.7 M
- Change
- −7.9 M
See more
- Type
- Investment firm
- Value
- $466M
- Shares
- 48.1 M
- Change
- −33.5 M
See more
- Type
- Investment firm
- Value
- $393M
- Shares
- 45.6 M
- Change
- −9.1 M
See more
- Type
- Investment firm
- Value
- $373M
- Shares
- 45.3 M
- Change
- −10.2 M
See more
- Type
- Quant or multi-manager
- Value
- $370M
- Shares
- 43.7 M
- Change
- −11.5 M
See more
- Type
- Index manager
- Value
- $357M
- Shares
- 43.3 M
- Change
- +1.1 M
See more
- Type
- Bank or trading desk
- Value
- $356M
- Shares
- 36.6 M
- Change
- −9.6 M
See more
- Type
- Investment firm
- Value
- $299M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
10% owners who bought (6 m): 0
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
This list may be incomplete: we hold 13D and 13G filings made since December 2024. A holder above 5% that has not filed anything since then is not shown here.
No recent filings.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗
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