ITUB Institutional Ownership
Itaú Unibanco Holding S.A.
1W: -20.9%
1M: -4.0%
3M: -5.8%
YTD: +8.5%
1Y: +16.6%
3Y: +95.2%
5Y: +164.5%
$7.67
-0.03 (-0.39%)
Weekly Expected Move ±9.2%
$8
$9
$10
$11
$11
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Institutional Ownership — ITUB
438
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
$9B
Total Invested
52
New Positions
133
Increased
192
Reduced
43
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (478 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Capital Research Global Investors | 94,959,700 | $728M | +10,350,375 | +12.2% | 17Q | SEC ↗ |
| 2 | Orbis Allan Gray Ltd | 81,301,690 | $624M | +12,032,018 | +17.4% | 6Q | SEC ↗ |
| 3 | Westwood Global Investments, LLC | 61,527,159 | $472M | +799,801 | +1.3% | 70Q | SEC ↗ |
| 4 | SCHRODER INVESTMENT MANAGEMENT GROUP | 56,746,418 | $435M | -7,945,041 | -12.3% | 68Q | SEC ↗ |
| 5 | GQG Partners LLC | 48,136,668 | $369M | -33,509,552 | -41.0% | 21Q | SEC ↗ |
| 6 | Robeco Institutional Asset Management | 45,635,223 | $350M | -9,057,005 | -16.6% | 15Q | SEC ↗ |
| 7 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 45,301,864 | $347M | -10,180,016 | -18.3% | 13Q | SEC ↗ |
| 8 | BlackRock, Inc. | 43,661,169 | $335M | -11,540,235 | -20.9% | 8Q | SEC ↗ |
| 9 | JPMORGAN CHASE & CO | 43,344,935 | $332M | +1,091,955 | +2.6% | 69Q | SEC ↗ |
| 10 | FMR LLC | 36,560,228 | $280M | -9,603,665 | -20.8% | 70Q | SEC ↗ |
| 11 | FRANKLIN RESOURCES INC | 34,347,272 | $263M | +359,141 | +1.1% | 22Q | SEC ↗ |
| 12 | WILLIAM BLAIR INVESTMENT MANAGEMENT, L | 28,283,482 | $217M | -3,401,226 | -10.7% | 18Q | SEC ↗ |
| 13 | Fisher Asset Management, LLC | 27,631,620 | $212M | -983,104 | -3.4% | 38Q | SEC ↗ |
| 14 | Itau Unibanco Holding S.A. | 23,664,437 | $182M | +3,652,355 | +18.3% | 20Q | SEC ↗ |
| 15 | BANK OF AMERICA CORP /DE | 22,293,618 | $171M | +11,771,394 | +111.9% | 15Q | SEC ↗ |
| 16 | PRICE T ROWE ASSOCIATES INC /MD | 21,440,675 | $164M | +703,526 | +3.4% | 9Q | SEC ↗ |
| 17 | VANGUARD CAPITAL MANAGEMENT LLC | 18,312,491 | $140M | -1,939,817 | -9.6% | 2Q | SEC ↗ |
| 18 | Dodge & Cox | 18,185,181 | $139M | -984,200 | -5.1% | 25Q | SEC ↗ |
| 19 | GOLDMAN SACHS GROUP INC | 14,101,367 | $108M | -1,241,203 | -8.1% | 15Q | SEC ↗ |
| 20 | TWO SIGMA INVESTMENTS, LP | 14,050,490 | $108M | -6,037,691 | -30.1% | 9Q | SEC ↗ |
| 21 | STATE STREET CORP | 12,734,103 | $98M | -484,629 | -3.7% | 46Q | SEC ↗ |
| 22 | Carmignac Gestion | 12,219,314 | $94M | +3,589,092 | +41.6% | 11Q | SEC ↗ |
| 23 | OAKTREE CAPITAL MANAGEMENT LP | 11,977,665 | $92M | -211,330 | -1.7% | 6Q | SEC ↗ |
| 24 | MORGAN STANLEY | 11,452,266 | $88M | -727,148 | -6.0% | 60Q | SEC ↗ |
| 25 | Seafarer Capital Partners, LLC | 10,909,142 | $84M | — | +0.0% | 24Q | SEC ↗ |
| 26 | JANE STREET GROUP, LLC | 10,613,200 | $81M | -481,471 | -4.3% | 34Q | SEC ↗ |
| 27 | Harding Loevner LP | 9,944,372 | $76M | +8,710,778 | +706.1% | 69Q | SEC ↗ |
| 28 | SAMLYN CAPITAL, LLC NEW | 9,722,653 | $75M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Carrhae Capital LLP | 9,643,006 | $74M | -10,800,127 | -52.8% | 2Q | SEC ↗ |
| 30 | Man Group plc | 9,009,573 | $69M | +2,972,417 | +49.2% | 11Q | SEC ↗ |
| 31 | Northcape Capital Pty Ltd | 8,878,020 | $68M | -4,062,997 | -31.4% | 5Q | SEC ↗ |
| 32 | Russell Investments Group, Ltd. | 8,215,449 | $63M | -638,897 | -7.2% | 39Q | SEC ↗ |
| 33 | AMERICAN CENTURY COMPANIES INC | 8,169,828 | $63M | -2,215,504 | -21.3% | 15Q | SEC ↗ |
| 34 | TT International Asset Management LTD | 8,104,719 | $62M | -1,428,403 | -15.0% | 4Q | SEC ↗ |
| 35 | ARGA Investment Management, LP NEW | 7,509,138 | $58M | — | +0.0% | 1Q | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 7,333,642 | $56M | +4,803,064 | +189.8% | 5Q | SEC ↗ |
| 37 | BAILLIE GIFFORD & CO | 7,146,490 | $55M | -1,085,485 | -13.2% | 69Q | SEC ↗ |
| 38 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6,507,298 | $50M | -104,726 | -1.6% | 8Q | SEC ↗ |
| 39 | HSBC HOLDINGS PLC | 6,423,212 | $49M | -156,523 | -2.4% | 69Q | SEC ↗ |
| 40 | Perpetual Ltd | 6,388,941 | $49M | -6,884,154 | -51.9% | 14Q | SEC ↗ |
| 41 | Capital World Investors | 6,266,426 | $48M | +3,474 | +0.1% | 13Q | SEC ↗ |
| 42 | TODD ASSET MANAGEMENT LLC | 6,261,674 | $48M | -24,998 | -0.4% | 38Q | SEC ↗ |
| 43 | Driehaus Capital Management LLC | 6,260,057 | $48M | +38,491 | +0.6% | 10Q | SEC ↗ |
| 44 | UBS Group AG | 5,881,827 | $45M | -473,643 | -7.5% | 47Q | SEC ↗ |
| 45 | ALLIANCEBERNSTEIN L.P. | 5,871,579 | $45M | +899,400 | +18.1% | 3Q | SEC ↗ |
| 46 | NORTHERN TRUST CORP | 5,412,890 | $42M | -182,253 | -3.3% | 69Q | SEC ↗ |
| 47 | EVERGREEN CAPITAL MANAGEMENT LLC | 5,338,043 | $41M | +5,321,858 | +32881.4% | 5Q | SEC ↗ |
| 48 | Amundi | 5,286,501 | $41M | +1,283,503 | +32.1% | 18Q | SEC ↗ |
| 49 | LAZARD ASSET MANAGEMENT LLC | 5,013,942 | $38M | -188,196 | -3.6% | 69Q | SEC ↗ |
| 50 | Invesco Ltd. | 4,793,030 | $37M | +963,851 | +25.2% | 70Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| SAMLYN CAPITAL, LLC | 9,722,653 | $75M |
| ARGA Investment Management, LP | 7,509,138 | $58M |
| Point72 Asset Management, L.P. | 4,546,281 | $35M |
| Ninety One UK Ltd | 3,842,206 | $29M |
| CITADEL ADVISORS LLC | 2,846,191 | $22M |
| Capital Wealth Planning, LLC | 2,386,158 | $18M |
| NS Partners Ltd | 2,083,100 | $16M |
| Chevy Chase Trust Holdings, LLC | 1,391,524 | $11M |
| VectorGlobal IAG, Inc. | 1,059,024 | $8M |
| Nykredit A/S | 734,453 | $6M |
| SPX Gestao de Recursos Ltda | 479,169 | $4M |
| GSA CAPITAL PARTNERS LLP | 387,823 | $3M |
| Lansforsakringar Fondforvaltning AB | 281,958 | $2M |
| Mirae Asset Global Investments Co., | 249,922 | $2M |
| MONECO ADVISORS, LLC | 243,143 | $2M |
| SIH Partners, LLLP | 173,278 | $1M |
| JGP Global Gestao de Recursos Ltda. | 167,800 | $1M |
| DIVERSIFIED TRUST CO | 162,402 | $1M |
| Empowered Funds, LLC | 161,377 | $1M |
| Vinland Capital Management Gestora | 148,674 | $1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| VIKING GLOBAL INVESTORS LP | 28,396,545 | $218M |
| RENAISSANCE TECHNOLOGIES LLC | 4,894,713 | $38M |
| Y-Intercept (Hong Kong) Ltd | 1,942,258 | $15M |
| GMT Capital Corp | 1,706,130 | $13M |
| MILLENNIUM MANAGEMENT LLC | 750,557 | $6M |
| Aragon Global Management, LP | 653,968 | $5M |
| ACADIAN ASSET MANAGEMENT LLC | 493,957 | $4M |
| Brevan Howard Capital Management LP | 436,000 | $3M |
| Employees Retirement System of Texa | 370,217 | $3M |
| Northwest & Ethical Investments L.P | 306,532 | $2M |
| Intesa Sanpaolo S.p.A. | 301,000 | $2M |
| NOMURA ASSET MANAGEMENT CO LTD | 269,555 | $2M |
| Verition Fund Management LLC | 199,716 | $2M |
| Mirabaud Asset Management Ltd | 172,365 | $1M |
| Banco BTG Pactual S.A. | 169,644 | $1M |
| Campbell & CO Investment Adviser LL | 162,399 | $1M |
| Point Nemo Capital, LLC | 146,278 | $1M |
| Zurcher Kantonalbank (Zurich Canton | 118,492 | $909K |
| BLUEFIN CAPITAL MANAGEMENT, LLC | 92,698 | $711K |
| London & Capital Asset Management L | 84,975 | $652K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Orbis Allan Gray Ltd | +12,032,018 | +17.4% | 81,301,690 |
| BANK OF AMERICA CORP /DE | +11,771,394 | +111.9% | 22,293,618 |
| Capital Research Global Investors | +10,350,375 | +12.2% | 94,959,700 |
| Harding Loevner LP | +8,710,778 | +706.1% | 9,944,372 |
| EVERGREEN CAPITAL MANAGEMENT LLC | +5,321,858 | +32881.4% | 5,338,043 |
| Qube Research & Technologies Ltd | +4,803,064 | +189.8% | 7,333,642 |
| Itau Unibanco Holding S.A. | +3,652,355 | +18.3% | 23,664,437 |
| Carmignac Gestion | +3,589,092 | +41.6% | 12,219,314 |
| Man Group plc | +2,972,417 | +49.2% | 9,009,573 |
| AMERIPRISE FINANCIAL INC | +1,762,962 | +1849.7% | 1,858,273 |
| MARSHALL WACE, LLP | +1,623,025 | +904.9% | 1,802,380 |
| Amundi | +1,283,503 | +32.1% | 5,286,501 |
| BARINGS LLC | +1,152,113 | +129.2% | 2,043,934 |
| JPMORGAN CHASE & CO | +1,091,955 | +2.6% | 43,344,935 |
| Invesco Ltd. | +963,851 | +25.2% | 4,793,030 |
| ALLIANCEBERNSTEIN L.P. | +899,400 | +18.1% | 5,871,579 |
| Trexquant Investment LP | +803,857 | +47.4% | 2,498,388 |
| Westwood Global Investments, LLC | +799,801 | +1.3% | 61,527,159 |
| DNCA FINANCE | +744,347 | +42.8% | 2,481,618 |
| Eurizon Capital SGR S.p.A. | +713,604 | +328.7% | 930,696 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GQG Partners LLC | -33,509,552 | -41.0% | 48,136,668 |
| WELLINGTON MANAGEMENT GROUP LLP | -12,192,219 | -79.0% | 3,235,553 |
| BlackRock, Inc. | -11,540,235 | -20.9% | 43,661,169 |
| Carrhae Capital LLP | -10,800,127 | -52.8% | 9,643,006 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | -10,180,016 | -18.3% | 45,301,864 |
| FMR LLC | -9,603,665 | -20.8% | 36,560,228 |
| Robeco Institutional Asset Manageme | -9,057,005 | -16.6% | 45,635,223 |
| SCHRODER INVESTMENT MANAGEMENT GROU | -7,945,041 | -12.3% | 56,746,418 |
| Perpetual Ltd | -6,884,154 | -51.9% | 6,388,941 |
| TWO SIGMA INVESTMENTS, LP | -6,037,691 | -30.1% | 14,050,490 |
| Tredje AP-fonden | -4,844,100 | -76.0% | 1,528,965 |
| Northcape Capital Pty Ltd | -4,062,997 | -31.4% | 8,878,020 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT | -3,401,226 | -10.7% | 28,283,482 |
| AMERICAN CENTURY COMPANIES INC | -2,215,504 | -21.3% | 8,169,828 |
| VANGUARD CAPITAL MANAGEMENT LLC | -1,939,817 | -9.6% | 18,312,491 |
| TT International Asset Management L | -1,428,403 | -15.0% | 8,104,719 |
| GOLDMAN SACHS GROUP INC | -1,241,203 | -8.1% | 14,101,367 |
| BAILLIE GIFFORD & CO | -1,085,485 | -13.2% | 7,146,490 |
| SEAVIEW INVESTMENT MANAGERS LLC | -1,048,385 | -98.4% | 17,101 |
| Dodge & Cox | -984,200 | -5.1% | 18,185,181 |