Itaú Unibanco Ownership | Who Owns Itaú Unibanco?
Itaú Unibanco Ownership Summary
Itaú Unibanco is owned by 9.07% institutional investors, and 90.93% retail investors. Schroder investment management group is the largest institutional shareholder, holding 0.87% of ITUB shares. Capital Group New Geography Equity Comp is the top mutual fund, with 0.24% of its assets in Itaú Unibanco shares.
ITUB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Itaú Unibanco | 9.07% | - | 90.93% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Regional Banks Stocks | 51.67% | 12.06% | 36.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Schroder investment management group | 85.63M | 0.87% | $500.09M |
| Westwood global investments | 59.44M | 0.60% | $347.13M |
| Jpmorgan chase | 48.23M | 0.49% | $281.64M |
| Fisher asset management | 47.70M | 0.48% | $278.57M |
| Arrowstreet capital, limited partnership | 41.00M | 0.42% | $239.47M |
| Robeco institutional asset management b.v. | 38.99M | 0.40% | $227.70M |
| William blair investment management | 37.93M | 0.39% | $221.50M |
| Franklin resources | 27.55M | 0.28% | $160.91M |
| Vanguard group | 24.88M | 0.25% | $145.31M |
| Itau unibanco | 23.82M | 0.24% | $134.61M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Breakout capital partners, lp | 2.89M | 20.36% | $16.88M |
| Seafarer capital partners | 10.17M | 20.28% | $59.42M |
| Westwood global investments | 59.44M | 17.30% | $347.13M |
| Northcape capital pty | 9.56M | 8.30% | $55.86M |
| Itau unibanco | 23.82M | 5.50% | $134.61M |
| Inca investments | 1.98M | 4.90% | $11.59M |
| Oaktree fund advisors | 717.75K | 3.94% | $4.19M |
| Constellation investimentos e participacoes ltda | 1.30M | 3.79% | $7.62M |
| Vinland capital management gestora de recursos ltda. | 679.27K | 3.06% | $4.71M |
| Antipodes partners | 10.91M | 2.31% | $63.71M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Arrowstreet capital, limited partnership | 41.00M | 0.21% | 25.51M |
| Price t rowe associates inc /md/ | 22.60M | 0.02% | 22.60M |
| Two sigma investments, lp | 10.86M | 0.14% | 10.86M |
| Robeco institutional asset management b.v. | 38.99M | 0.49% | 7.32M |
| Schroder investment management group | 85.63M | 0.55% | 5.47M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Perpetual | 12.50M | 0.79% | -27.70M |
| Jpmorgan chase | 48.23M | 0.02% | -23.51M |
| Citigroup | 2.25M | 0.01% | -5.96M |
| Gemsstock | - | - | -3.42M |
| Renaissance | 2.42M | 0.02% | -3.08M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Price t rowe associates inc /md/ | 22.60M | 0.02% | 22.60M | $131.96M |
| Two sigma advisers, lp | 4.59M | 0.06% | 4.59M | $26.80M |
| D. e. shaw | 1.63M | 0.01% | 1.63M | $9.53M |
| Constellation investimentos e participacoes ltda | 1.30M | 3.79% | 1.30M | $7.62M |
| Altrinsic global advisors | 1.26M | 0.33% | 1.26M | $7.35M |
Sold Out
| Holder | Change |
|---|---|
| Northwest financial advisors | -77.00 |
| Srs capital advisors | -120.00 |
| Opal wealth advisors | -173.00 |
| Householder group estate & retirement specialist | -200.00 |
| Umb bank, n.a. | -217.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 354 | 3.21% | 895,386,962 | 7.15% | 9 | 12.66% | 165 | 13.01% | 114 | -5.00% |
| Jun 30, 2024 | 341 | 3.65% | 835,646,116 | 3.12% | 8 | 12.41% | 145 | -2.68% | 120 | 9.09% |
| Mar 31, 2024 | 329 | 2.81% | 810,382,482 | -3.29% | 8 | 11.31% | 149 | -11.83% | 110 | 27.91% |
| Dec 31, 2023 | 320 | 9.97% | 837,990,769 | 2.64% | 8 | 12.32% | 169 | 39.67% | 86 | -13.13% |
| Sep 30, 2023 | 291 | -0.68% | 816,444,670 | -0.41% | 8 | 11.89% | 121 | -7.63% | 99 | 5.32% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Capital Group New Geography Equity Comp | 23.45M | 0.24% | - |
| American Funds New World A | 23.45M | 0.24% | - |
| Hartford Schroders Emerging Mkts Eq I | 15.81M | 0.16% | 316.67K |
| Schroder Emerging Markets Equity | 15.81M | 0.16% | 316.67K |
| iShares Latin America 40 ETF | 14.80M | 0.15% | - |
| JPMorgan Emerging Markets Equity L | 13.79M | 0.14% | 1.89M |
| Robeco Emerging Stars Equities D € | 13.54M | 0.14% | - |
| Carmignac Patrimoine A EUR Acc | 13.08M | 0.13% | - |
| Schroder ISF Em Mkts A Dis USD AV | 12.40M | 0.13% | - |
| Dodge & Cox Worldwide Global Stk USD Acc | 11.74M | 0.12% | - |
ITUB Ownership FAQ
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