ITUB
Itaú Unibanco Holding S.A. · Financial Services · Banks
Momentum inputs (comparable managers):
holder breadth -11.8% ·
share flow +2.9% ·
net new positions -13.3%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | -1 | 96.44K | $948,006 | n/a | −3 |
| Q2 2026 | 108 | +3 | 755.61M | $6.18B | +8 | −8 |
| Q1 2026 | 109 | -7 | 841.35M | $6.99B | n/a | −7 |
| Q4 2025 | 115 | +4 | 790.14M | $5.66B | +4 | n/a |
| Q3 2025 | 20 | -3 | 496.37M | $3.64B | n/a | −3 |
| Q2 2025 | 20 | 0 | 405.76M | $2.76B | +1 | −1 |
| Q1 2025 | 17 | +1 | 219.58M | $1.21B | +2 | −1 |
| Q4 2024 | 16 | 0 | 197.68M | $981.79M | +2 | −2 |
| Q3 2024 | 15 | -2 | 191.79M | $1.04B | n/a | −2 |
| Q2 2024 | 17 | n/a | 186.32M | $1.09B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management ✦ | 50.59M | +6.0% | $336.41M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 19.55M | -13.5% | $130.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Dodge & Cox ✦ | 15.56M | +2.2% | $103.49M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 12.04M | +10.9% | $80.08M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 5 | Capital World Investors ✦ | 10.18M | 0.0% | $67.69M | 0.0% | Held | 2 | SEC ↗ |
| 6 | Baillie Gifford ✦ | 9.56M | +4.7% | $63.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 7 | Oaktree Capital Management ✦ | 9.08M | +36.6% | $60.36M | 1.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Marshall Wace ✦ | 8.60M | +12.0% | $57.18M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Arrowstreet Capital ✦ | 43.87M | +7.0% | $53.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Renaissance Technologies ✦ | 6.26M | +158.4% | $41.64M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Wellington Management ✦ | 4.29M | +8.4% | $28.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 937.22K | +185.7% | $6.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Geode Capital Management ✦ (passive) | 851.68K | -2.7% | $5.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Millennium Management ✦ | 347.21K | -92.7% | $2.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 90.53K | -92.6% | $602,005 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| D. E. Shaw & Co. | $9.53M | was 0.0% |
| Point72 Asset Management | $673,936 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 381 holders, 1.15B shares, $9.30B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 74.64K sh · $625,508
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology