Itaú Unibanco Ownership 2024 | Who Owns Itaú Unibanco Now?
Institutional Ownership
2.56%
Insider Ownership
0.00%
Retail Ownership
97.44%
Institutional Holders
154.00
Itaú Unibanco Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.87% | 0.55% | 85,632,024 | 5,470,855 | 6.82% | 500,091,020 | Jun 30, 2024 |
| WESTWOOD GLOBAL INVESTMENTS, LLC | 0.60% | 17.30% | 59,439,217 | -436,230 | -0.73% | 347,125,027 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.49% | 0.02% | 48,225,211 | -23,513,650 | -32.78% | 281,635,233 | Jun 30, 2024 |
| FISHER ASSET MANAGEMENT, LLC | 0.48% | 0.12% | 47,701,125 | -1,190,470 | -2.43% | 278,574,567 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.42% | 0.21% | 41,004,606 | 25,512,377 | 164.68% | 239,467,000 | Jun 30, 2024 |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 0.40% | 0.49% | 38,989,490 | 7,321,144 | 23.12% | 227,698,620 | Jun 30, 2024 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 0.39% | 0.58% | 37,928,532 | 4,888,099 | 14.79% | 221,504,579 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 0.28% | 0.05% | 27,553,197 | -10,393 | -0.04% | 160,910,671 | Jun 30, 2024 |
| VANGUARD GROUP INC | 0.25% | 0.00% | 24,881,570 | -16,598 | -0.07% | 145,308,368 | Jun 30, 2024 |
| ITAU UNIBANCO HOLDING S.A. | 0.24% | 5.50% | 23,818,027 | 529,600 | 2.27% | 134,606,418 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.23% | 0.02% | 22,596,294 | 22,596,294 | 100.00% | 131,963,000 | Jun 30, 2024 |
| BLACKROCK INC. | 0.23% | 0.00% | 22,429,556 | -1,588,433 | -6.61% | 130,988,608 | Jun 30, 2024 |
| CARMIGNAC GESTION | 0.16% | 1.61% | 16,118,173 | 2,665,486 | 19.81% | 94,130,130 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 0.15% | 0.02% | 15,242,063 | -20,019 | -0.13% | 89,037,275 | Jun 30, 2024 |
| DODGE & COX | 0.15% | 0.05% | 15,228,405 | -578,500 | -3.66% | 88,933,885 | Jun 30, 2024 |
| PERPETUAL LTD | 0.13% | 0.79% | 12,503,111 | -27,699,603 | -68.90% | 73,018,168 | Jun 30, 2024 |
| STATE STREET CORP | 0.12% | 0.00% | 11,660,986 | -33,514 | -0.29% | 69,184,112,000 | Jun 30, 2024 |
| ANTIPODES PARTNERS LTD | 0.11% | 2.31% | 10,909,651 | -2,774,445 | -20.27% | 63,712,361 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.11% | 0.14% | 10,855,937 | 10,855,937 | 100.00% | 63,398,672 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 0.10% | 0.01% | 10,179,510 | 1,525,273 | 17.62% | 59,448,338 | Jun 30, 2024 |
Itaú Unibanco's largest institutional shareholder is SCHRODER INVESTMENT MANAGEMENT GROUP, holding 0.87% of the company's total share outstanding, currently valued at $500.09M. The top 10 institutional shareholders own together 4.42% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BREAKOUT CAPITAL PARTNERS, LP | 0.03% | 20.36% | 2,889,659 | - | - | 16,875,609 | Jun 30, 2024 |
| SEAFARER CAPITAL PARTNERS, LLC | 0.10% | 20.28% | 10,174,000 | - | - | 59,416,160 | Jun 30, 2024 |
| WESTWOOD GLOBAL INVESTMENTS, LLC | 0.60% | 17.30% | 59,439,217 | -436,230 | -0.73% | 347,125,027 | Jun 30, 2024 |
| NORTHCAPE CAPITAL PTY LTD | 0.10% | 8.30% | 9,564,344 | 519,529 | 5.74% | 55,856,000 | Jun 30, 2024 |
| ITAU UNIBANCO HOLDING S.A. | 0.24% | 5.50% | 23,818,027 | 529,600 | 2.27% | 134,606,418 | Jun 30, 2024 |
| INCA INVESTMENTS LLC | 0.02% | 4.90% | 1,984,162 | 1,056,083 | 113.79% | 11,588,000 | Jun 30, 2024 |
| OAKTREE FUND ADVISORS, LLC | 0.01% | 3.94% | 717,753 | -206,180 | -22.32% | 4,191,677 | Jun 30, 2024 |
| CONSTELLATION INVESTIMENTOS E PARTICIPACOES LTDA | 0.01% | 3.79% | 1,304,100 | 1,304,100 | 100.00% | 7,615,944 | Jun 30, 2024 |
| VINLAND CAPITAL MANAGEMENT GESTORA DE RECURSOS LTDA. | 0.01% | 3.06% | 679,270 | - | - | 4,707,341 | Jun 30, 2024 |
| VINLAND CAPITAL MANAGEMENT GESTORA DE RECURSOS LTDA. | 0.01% | 2.68% | 706,400 | 18,900 | 2.75% | 4,125,376 | Jun 30, 2024 |
| ANTIPODES PARTNERS LTD | 0.11% | 2.31% | 10,909,651 | -2,774,445 | -20.27% | 63,712,361 | Jun 30, 2024 |
| CARMIGNAC GESTION | 0.16% | 1.61% | 16,118,173 | 2,665,486 | 19.81% | 94,130,130 | Jun 30, 2024 |
| ANTHRACITE INVESTMENT COMPANY, INC. | 0.01% | 1.48% | 567,739 | 167,739 | 41.93% | 3,315,596 | Jun 30, 2024 |
| RAMIREZ ASSET MANAGEMENT, INC. | 0.01% | 1.48% | 1,243,956 | 464,960 | 59.69% | 7,264,704 | Jun 30, 2024 |
| GMT CAPITAL CORP | 0.05% | 1.10% | 5,084,700 | 2,442,700 | 92.46% | 29,694,648 | Jun 30, 2024 |
| NS PARTNERS LTD | 0.04% | 1.08% | 4,067,553 | -144,575 | -3.43% | 23,754,510 | Jun 30, 2024 |
| BTG PACTUAL ASSET MANAGEMENT US LLC | 0.01% | 1.02% | 1,181,390 | 1,181,390 | 100.00% | 6,899,318 | Jun 30, 2024 |
| INVESTIDOR PROFISSIONAL GESTAO DE RECURSOS LTDA. | 0.00% | 0.99% | 386,007 | 55,085 | 16.65% | 2,254,281 | Jun 30, 2024 |
| VPR MANAGEMENT LLC | 0.00% | 0.84% | 386,597 | - | - | 2,257,726 | Jun 30, 2024 |
| PERPETUAL LTD | 0.13% | 0.79% | 12,503,111 | -27,699,603 | -68.90% | 73,018,168 | Jun 30, 2024 |
The largest Itaú Unibanco shareholder by % of total assets is BREAKOUT CAPITAL PARTNERS, LP. The company owns 2.89M shares of Itaú Unibanco (ITUB), representing 20.36% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.42% | 0.21% | 41,004,606 | 25,512,377 | 164.68% | 239,467,000 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.23% | 0.02% | 22,596,294 | 22,596,294 | 100.00% | 131,963,000 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.11% | 0.14% | 10,855,937 | 10,855,937 | 100.00% | 63,398,672 | Jun 30, 2024 |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 0.40% | 0.49% | 38,989,490 | 7,321,144 | 23.12% | 227,698,620 | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.87% | 0.55% | 85,632,024 | 5,470,855 | 6.82% | 500,091,020 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.08% | 0.06% | 7,679,311 | 5,122,752 | 200.38% | 44,847,175 | Jun 30, 2024 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 0.39% | 0.58% | 37,928,532 | 4,888,099 | 14.79% | 221,504,579 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.05% | 0.04% | 4,614,106 | 4,560,306 | 8476.41% | 26,946,379 | Jun 30, 2024 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 0.07% | 0.40% | 7,114,571 | 3,106,130 | 77.49% | 41,549,095 | Jun 30, 2024 |
| CARMIGNAC GESTION | 0.16% | 1.61% | 16,118,173 | 2,665,486 | 19.81% | 94,130,130 | Jun 30, 2024 |
| GMT CAPITAL CORP | 0.05% | 1.10% | 5,084,700 | 2,442,700 | 92.46% | 29,694,648 | Jun 30, 2024 |
| MAN GROUP PLC | 0.04% | 0.07% | 4,421,392 | 2,102,116 | 90.64% | 25,820,929 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.05% | 0.01% | 4,753,825 | 2,029,103 | 74.47% | 27,762,338 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.02% | 0.19% | 2,082,100 | 2,010,349 | 2801.84% | 12,159,464 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.02% | 0.01% | 1,631,536 | 1,631,536 | 100.00% | 9,528,170 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.02% | 0.08% | 1,985,215 | 1,607,969 | 426.24% | 11,593,656 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.04% | 0.00% | 3,971,908 | 1,591,596 | 66.86% | 23,195,942,000 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 0.10% | 0.01% | 10,179,510 | 1,525,273 | 17.62% | 59,448,338 | Jun 30, 2024 |
| CONSTELLATION INVESTIMENTOS E PARTICIPACOES LTDA | 0.01% | 3.79% | 1,304,100 | 1,304,100 | 100.00% | 7,615,944 | Jun 30, 2024 |
| ALTRINSIC GLOBAL ADVISORS LLC | 0.01% | 0.33% | 1,258,526 | 1,258,526 | 100.00% | 7,349,792 | Jun 30, 2024 |
As of Jun 30 2024, Itaú Unibanco's largest institutional buyer is ARROWSTREET CAPITAL, LIMITED PARTNERSHIP. The company purchased 25.51M stocks of ITUB, valued at $239.47M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PERPETUAL LTD | 0.13% | 0.79% | 12,503,111 | -27,699,603 | -68.90% | 73,018,168 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.49% | 0.02% | 48,225,211 | -23,513,650 | -32.78% | 281,635,233 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.02% | 0.00% | 2,383,389 | -13,368,833 | -84.87% | 13,918,993 | Jun 30, 2024 |
| GEMSSTOCK LTD. | - | - | - | -3,424,782 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.02% | 0.02% | 2,423,474 | -3,077,800 | -55.95% | 14,153,088 | Jun 30, 2024 |
| ANTIPODES PARTNERS LTD | 0.11% | 2.31% | 10,909,651 | -2,774,445 | -20.27% | 63,712,361 | Jun 30, 2024 |
| OAKTREE CAPITAL MANAGEMENT LP | 0.07% | 0.62% | 6,646,166 | -2,747,085 | -29.25% | 38,813,609 | Jun 30, 2024 |
| BLACKROCK INC. | 0.23% | 0.00% | 22,429,556 | -1,588,433 | -6.61% | 130,988,608 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.10% | 0.01% | 9,435,702 | -1,361,979 | -12.61% | 55,107,051 | Jun 30, 2024 |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 0.03% | 0.08% | 3,111,489 | -1,216,220 | -28.10% | 18,171,095 | Jun 30, 2024 |
| FISHER ASSET MANAGEMENT, LLC | 0.48% | 0.12% | 47,701,125 | -1,190,470 | -2.43% | 278,574,567 | Jun 30, 2024 |
| MORGAN STANLEY | 0.04% | 0.00% | 3,820,397 | -1,004,908 | -20.83% | 22,311,129 | Jun 30, 2024 |
| HARDING LOEVNER LP | 0.05% | 0.16% | 5,057,052 | -890,750 | -14.98% | 29,533,184 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.05% | 0.04% | 4,600,192 | -746,067 | -13.95% | 26,865,126 | Jun 30, 2024 |
| CULLEN CAPITAL MANAGEMENT, LLC | 0.00% | 0.03% | 411,456 | -712,015 | -63.38% | 2,402,903 | Jun 30, 2024 |
| UBS GROUP AG | 0.05% | 0.01% | 5,360,965 | -616,775 | -10.32% | 31,308,035 | Jun 30, 2024 |
| EMPLOYEES RETIREMENT SYSTEM OF TEXAS | - | - | - | -595,704 | -100.00% | - | Jun 30, 2024 |
| DODGE & COX | 0.15% | 0.05% | 15,228,405 | -578,500 | -3.66% | 88,933,885 | Jun 30, 2024 |
| MONDRIAN INVESTMENT PARTNERS LTD | 0.05% | 0.46% | 4,917,679 | -562,179 | -10.26% | 29,604,427 | Jun 30, 2024 |
| NORDEA INVESTMENT MANAGEMENT AB | 0.00% | 0.00% | 150,163 | -526,959 | -77.82% | 874,699 | Jun 30, 2024 |
As of Jun 30 2024, Itaú Unibanco's biggest institutional seller is PERPETUAL LTD. The company sold -27.70M shares of ITUB, valued at $73.02M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.23% | 0.02% | 22,596,294 | 22,596,294 | 100.00% | 131,963,000 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.02% | 0.01% | 1,631,536 | 1,631,536 | 100.00% | 9,528,170 | Jun 30, 2024 |
| CONSTELLATION INVESTIMENTOS E PARTICIPACOES LTDA | 0.01% | 3.79% | 1,304,100 | 1,304,100 | 100.00% | 7,615,944 | Jun 30, 2024 |
| ALTRINSIC GLOBAL ADVISORS LLC | 0.01% | 0.33% | 1,258,526 | 1,258,526 | 100.00% | 7,349,792 | Jun 30, 2024 |
| EISLER CAPITAL (UK) LTD. | 0.01% | 0.05% | 1,250,000 | 1,250,000 | 100.00% | 7,300,000 | Jun 30, 2024 |
| BTG PACTUAL ASSET MANAGEMENT US LLC | 0.01% | 1.02% | 1,181,390 | 1,181,390 | 100.00% | 6,899,318 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.01% | 0.00% | 1,100,000 | 1,100,000 | 100.00% | 6,424,000 | Jun 30, 2024 |
| 0.01% | 0.10% | 573,754 | 573,754 | 100.00% | 3,350,689 | Jun 30, 2024 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.00% | 0.01% | 409,047 | 409,047 | 100.00% | 2,388,834 | Jun 30, 2024 |
| UBS OCONNOR LLC | 0.00% | 0.11% | 292,031 | 292,031 | 100.00% | 1,705,461 | Jun 30, 2024 |
| BOSTON PARTNERS | 0.00% | 0.00% | 253,026 | 253,026 | 100.00% | 1,477,670 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.00% | 0.01% | 252,818 | 252,818 | 100.00% | 1,476,000 | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | 0.00% | 0.00% | 237,520 | 237,520 | 100.00% | 1,387,000 | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.00% | 0.01% | 192,783 | 192,783 | 100.00% | 1,125,852 | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | 0.00% | 0.01% | 138,658 | 138,658 | 100.00% | 809,763 | Jun 30, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | 0.00% | 0.15% | 134,765 | 134,765 | 100.00% | 787,028 | Jun 30, 2024 |
| ATRIA INVESTMENTS, INC | 0.00% | 0.01% | 122,577 | 122,577 | 100.00% | 715,846 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.00% | 0.04% | 114,659 | 114,659 | 100.00% | 669,609 | Jun 30, 2024 |
| CAPITAL MARKETS TRADING UK LLP | 0.00% | 0.01% | 99,547 | 99,547 | 100.00% | 581,000 | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | 0.00% | 0.11% | 94,297 | 94,297 | 100.00% | 550,694 | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.00% | 0.00% | 67,725 | 67,725 | 100.00% | 395,512 | Jun 30, 2024 |
| J. SAFRA SARASIN HOLDING AG | 0.00% | 0.01% | 59,300 | 59,300 | 100.00% | 346,312 | Jun 30, 2024 |
| CANDRIAM S.C.A. | 0.00% | 0.00% | 50,572 | 50,572 | 100.00% | 295,327 | Jun 30, 2024 |
| EISLER CAPITAL (UK) LTD. | 0.00% | 0.00% | 46,922 | 46,922 | 100.00% | 274,024 | Jun 30, 2024 |
| BLUESHIFT ASSET MANAGEMENT, LLC | 0.00% | 0.07% | 37,611 | 37,611 | 100.00% | 219,648 | Jun 30, 2024 |
| CABLE HILL PARTNERS, LLC | 0.00% | 0.02% | 35,456 | 35,456 | 100.00% | 208,840 | Jun 30, 2024 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 0.00% | 0.00% | 16,855 | 16,855 | 100.00% | 98,433 | Jun 30, 2024 |
| FIELDER CAPITAL GROUP LLC | 0.00% | 0.03% | 15,105 | 15,105 | 100.00% | 88,213 | Jun 30, 2024 |
| WEALTH ADVISORY SOLUTIONS, LLC | 0.00% | 0.02% | 14,239 | 14,239 | 100.00% | 83,156 | Jun 30, 2024 |
| GRATUS CAPITAL LLC | 0.00% | 0.00% | 13,887 | 13,887 | 100.00% | 81,101 | Jun 30, 2024 |
| KEYBANK NATIONAL ASSOCIATION/OH | 0.00% | 0.00% | 12,506 | 12,506 | 100.00% | 73,035 | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | 0.00% | 0.00% | 12,463 | 12,463 | 100.00% | 72,784 | Jun 30, 2024 |
| DYNAMIC ADVISOR SOLUTIONS LLC | 0.00% | 0.00% | 11,137 | 11,137 | 100.00% | 65,040 | Jun 30, 2024 |
| 0.00% | 0.00% | 10,299 | 10,299 | 100.00% | 60,043 | Jun 30, 2024 | |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 0.00% | 0.00% | 10,118 | 10,118 | 100.00% | 59,090 | Jun 30, 2024 |
| BBJS FINANCIAL ADVISORS, LLC | - | 0.00% | 697 | 697 | 100.00% | 4,071 | Jun 30, 2024 |
| LYNX INVESTMENT ADVISORY | - | 0.00% | 324 | 324 | 100.00% | 1,892,000 | Jun 30, 2024 |
| HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC | - | 0.00% | 200 | 200 | 100.00% | 1,000 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | - | 0.00% | 173 | 173 | 100.00% | 1,011 | Jun 30, 2024 |
| CREEKMUR ASSET MANAGEMENT LLC | - | 0.00% | 110 | 110 | 100.00% | 642 | Jun 30, 2024 |
| NORTHWEST FINANCIAL ADVISORS | - | 0.00% | 77 | 77 | 100.00% | 450 | Jun 30, 2024 |
Itaú Unibanco's largest new institutional shareholder by number of shares is PRICE T ROWE ASSOCIATES INC /MD/, purchased 22.60M shares, valued at $131.96M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GEMSSTOCK LTD. | - | - | - | -3,424,782 | -100.00% | - | Jun 30, 2024 |
| EMPLOYEES RETIREMENT SYSTEM OF TEXAS | - | - | - | -595,704 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -500,000 | -100.00% | - | Jun 30, 2024 |
| PARKWOOD LLC | - | - | - | -371,763 | -100.00% | - | Jun 30, 2024 |
| QUANTITATIVE INVESTMENT MANAGEMENT, LLC | - | - | - | -319,599 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | - | - | - | -231,688 | -100.00% | - | Jun 30, 2024 |
| OLD MISSION CAPITAL LLC | - | - | - | -210,789 | -100.00% | - | Jun 30, 2024 |
| CIBC WORLD MARKET INC. | - | - | - | -205,359 | -100.00% | - | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | - | - | - | -189,840 | -100.00% | - | Jun 30, 2024 |
| CHANNING GLOBAL ADVISORS, LLC | - | - | - | -180,884 | -100.00% | - | Jun 30, 2024 |
| LORD, ABBETT & CO. LLC | - | - | - | -160,810 | -100.00% | - | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -114,053 | -100.00% | - | Jun 30, 2024 |
| EQIS CAPITAL MANAGEMENT, INC. | - | - | - | -103,522 | -100.00% | - | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | - | - | - | -77,745 | -100.00% | - | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | - | - | - | -73,663 | -100.00% | - | Jun 30, 2024 |
| GROUPAMA ASSET MANAGMENT | - | - | - | -65,892 | -100.00% | - | Jun 30, 2024 |
| AXQ CAPITAL, LP | - | - | - | -58,900 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -56,811 | -100.00% | - | Jun 30, 2024 |
| ATOMI FINANCIAL GROUP, INC. | - | - | - | -55,946 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | - | - | - | -37,669 | -100.00% | - | Jun 30, 2024 |
| QUANTINNO CAPITAL MANAGEMENT LP | - | - | - | -19,060 | -100.00% | - | Jun 30, 2024 |
| JGP GLOBAL GESTAO DE RECURSOS LTDA. | - | - | - | -17,483 | -100.00% | - | Jun 30, 2024 |
| LAKE STREET ADVISORS GROUP, LLC | - | - | - | -16,931 | -100.00% | - | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | - | - | - | -15,500 | -100.00% | - | Jun 30, 2024 |
| M&T BANK CORP | - | - | - | -13,211 | -100.00% | - | Jun 30, 2024 |
| CALAMOS WEALTH MANAGEMENT LLC | - | - | - | -12,175 | -100.00% | - | Jun 30, 2024 |
| TIAA TRUST, NATIONAL ASSOCIATION | - | - | - | -10,795 | -100.00% | - | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | - | - | - | -10,447 | -100.00% | - | Jun 30, 2024 |
| BESSEMER GROUP INC | - | - | - | -7,050 | -100.00% | - | Jun 30, 2024 |
| WALLEYE TRADING LLC | - | - | - | -900 | -100.00% | - | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | - | - | - | -466 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -333 | -100.00% | - | Jun 30, 2024 |
| UMB BANK, N.A. | - | - | - | -217 | -100.00% | - | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | - | - | - | -120 | -100.00% | - | Jun 30, 2024 |
Itaú Unibanco's largest sold out institutional shareholder by shares sold is GEMSSTOCK LTD., sold -3.42M shares, valued at -, as of undefined.
Itaú Unibanco Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| INVESCO BLDRS INDEX FUNDS TRUST | 8.25% | 468,985 | -22,965 | -4.67% | Dec 31, 2022 |
| BlackRock Unconstrained Equity Fund | 5.80% | 1,098,997 | - | - | Jan 31, 2024 |
| BLACKROCK LATIN AMERICA FUND, INC. | 4.83% | 662,852 | 206,593 | 45.28% | Apr 30, 2022 |
| CGM TRUST | 2.43% | 3,300,000 | - | - | Sep 30, 2022 |
| JOHCM Funds Trust | 2.11% | 23,304,084 | -1,909,913 | -7.57% | Mar 28, 2024 |
| ELFUN INTERNATIONAL EQUITY FUND | 1.97% | 145,206 | -4,308 | -2.88% | Mar 31, 2024 |
| BARON SELECT FUNDS | 1.57% | 16,411,204 | - | - | Mar 31, 2024 |
| Emerge ETF Trust | 1.47% | 1,938 | 1,327 | 217.18% | Apr 28, 2023 |
| TEMPLETON DEVELOPING MARKETS TRUST | 1.34% | 3,701,639 | - | - | Mar 31, 2024 |
| TEMPLETON EMERGING MARKETS FUND | 1.33% | 710,707 | - | - | Feb 29, 2024 |
| Calamos Long/Short Equity & Dynamic Income Trust | 1.15% | 1,600,000 | - | - | Jan 31, 2024 |
| Mirae Asset Discovery Funds | 0.96% | 787,200 | 408,300 | 107.76% | Apr 30, 2023 |
| DELAWARE GROUP GLOBAL & INTERNATIONAL FUNDS | 0.76% | 5,952,439 | - | - | Feb 29, 2024 |
| BAILLIE GIFFORD FUNDS | 0.53% | 5,710,647 | - | - | Mar 28, 2024 |
| EUROPACIFIC GROWTH FUND | 0.48% | 36,535,654 | - | - | Mar 31, 2024 |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | 0.38% | 7,815,000 | - | - | Mar 31, 2024 |
| DELAWARE VIP TRUST | 0.32% | 1,155,625 | - | - | Mar 28, 2024 |
| AMERICAN CENTURY WORLD MUTUAL FUNDS INC | 0.31% | 3,339,087 | - | - | Feb 29, 2024 |
| Brookfield Investment Funds | 0.29% | 481,274 | 8,629 | 1.83% | Mar 31, 2024 |
| NEW ECONOMY FUND | 0.23% | 1,048,500 | - | - | Feb 29, 2024 |
| DRIEHAUS MUTUAL FUNDS | 0.21% | 1,864,193 | -62,696 | -3.25% | Mar 28, 2024 |
| CAPITAL WORLD GROWTH & INCOME FUND | 0.20% | 11,553,990 | - | - | Feb 29, 2024 |
| HARDING LOEVNER FUNDS INC | 0.20% | 6,057,303 | -1,212,326 | -16.68% | Jan 31, 2024 |
| World Funds Trust | 0.16% | 91,662 | - | - | Jan 31, 2024 |
| INTERNATIONAL GROWTH & INCOME FUND | 0.15% | 2,648,361 | - | - | Mar 31, 2024 |
| FIRST INVESTORS EQUITY FUNDS | 0.14% | 758,844 | 758,844 | - | Sep 30, 2019 |
| LORD ABBETT SECURITIES TRUST | 0.14% | 662,899 | - | - | Jan 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.13% | 102,462 | - | - | Mar 31, 2024 |
| FINANCIAL INVESTORS TRUST | 0.13% | 10,174,000 | 300,000 | 3.04% | Jan 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.12% | 3,014,599 | - | - | Jan 31, 2024 |
| PFM Multi-Manager Series Trust | 0.12% | 101,865 | -5,620 | -5.23% | Dec 31, 2023 |
| DEUTSCHE DWS INTERNATIONAL FUND, INC. | 0.12% | 335,999 | - | - | Feb 29, 2024 |
| STEWARD FUNDS, INC. | 0.10% | 251,070 | - | - | Jan 31, 2024 |
| FIRST INVESTORS LIFE SERIES FUNDS | 0.09% | 272,928 | 272,928 | - | Sep 30, 2019 |
| Calamos ETF Trust | 0.09% | 9,252 | - | - | Jan 31, 2024 |
| HARTFORD MUTUAL FUNDS II INC | 0.08% | 13,574,127 | -545,463 | -3.86% | Jan 31, 2024 |
| VICTORY VARIABLE INSURANCE FUNDS | 0.08% | 42,492 | -8,437 | -16.57% | Mar 31, 2024 |
| Collaborative Investment Series Trust | 0.08% | 12,590 | - | - | Mar 31, 2024 |
| DELAWARE POOLED TRUST | 0.08% | 84,073 | - | - | Jan 31, 2024 |
| VIRTUS OPPORTUNITIES TRUST | 0.07% | 19,272,736 | - | - | Feb 29, 2024 |
| TIMOTHY PLAN | 0.06% | 294,000 | - | - | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.06% | 1,938,965 | 1,390,865 | 253.76% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND | 0.06% | 1,236,150 | - | - | Mar 31, 2024 |
| AdvisorShares Trust | 0.04% | 179,885 | - | - | Mar 28, 2024 |
| Delaware Enhanced Global Dividend & Income Fund | 0.04% | 15,411 | - | - | Feb 28, 2023 |
| Fidelity Central Investment Portfolios LLC | 0.04% | 2,151,943 | - | - | Feb 29, 2024 |
| CAPITAL INCOME BUILDER | 0.04% | 8,600,000 | - | - | Jan 31, 2024 |
| WILLIAM BLAIR FUNDS | 0.03% | 3,330,963 | 2,016,394 | 153.39% | Mar 31, 2024 |
| AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND | 0.03% | 842,344 | - | - | Feb 29, 2024 |
| SPDR INDEX SHARES FUNDS | 0.03% | 6,520,216 | 466,965 | 7.71% | Mar 31, 2024 |
| HIGHLAND GLOBAL ALLOCATION FUND | 0.03% | 31,700 | - | - | Dec 31, 2023 |
| Pear Tree Funds | 0.03% | 220,700 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.03% | 3,157,521 | 180,787 | 6.07% | Feb 29, 2024 |
| ULTRA SERIES FUND | 0.02% | 44,979 | -2,015 | -4.29% | Mar 31, 2024 |
| FRONTIER FUNDS, INC. | 0.02% | 9,100 | - | - | Mar 31, 2024 |
| VICTORY PORTFOLIOS | 0.02% | 689,967 | -63,205 | -8.39% | Mar 31, 2024 |
| VANGUARD TRUSTEES' EQUITY FUND | 0.02% | 675,054 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS VARIABLE SERIES II | 0.02% | 39,923 | - | - | Mar 31, 2024 |
| OLD WESTBURY FUNDS INC | 0.02% | 2,120,854 | - | - | Jan 31, 2024 |
| VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 0.02% | 33,817,795 | - | - | Jan 31, 2024 |
| PENN SERIES FUNDS INC | 0.02% | 468,156 | - | - | Mar 28, 2024 |
| AMG Funds IV | 0.02% | 47,387 | - | - | Jan 31, 2024 |
| CALAMOS GLOBAL TOTAL RETURN FUND | 0.02% | 35,025 | - | - | Jan 31, 2024 |
| Voya INVESTORS TRUST | 0.01% | 798,184 | 154,183 | 23.94% | Mar 31, 2024 |
| OPTIMUM FUND TRUST | 0.01% | 632,592 | - | - | Mar 28, 2024 |
| RYDEX VARIABLE TRUST | 0.01% | 16,667 | 2,176 | 15.02% | Dec 31, 2023 |
| HARBOR FUNDS | 0.01% | 322,494 | - | - | Jan 31, 2024 |
| FS Series Trust | 0.01% | 65,962 | 65,962 | - | Mar 31, 2022 |
| HOMESTEAD FUNDS INC | 0.01% | 74,855 | - | - | Mar 31, 2024 |
| JPMorgan Trust I | 0.01% | 16,958,137 | -371,912 | -2.15% | Jan 31, 2024 |
| PIMCO Equity Series | 0.01% | 3,282,928 | - | - | Mar 31, 2024 |
| MASSMUTUAL PREMIER FUNDS | 0.01% | 335,591 | - | - | Dec 31, 2023 |
| Calamos Global Dynamic Income Fund | 0.01% | 133,716 | - | - | Jan 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.01% | 90,600 | - | - | Mar 31, 2024 |
| AMERICAN BALANCED FUND | 0.01% | 7,520,000 | - | - | Mar 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.01% | 6,283,695 | - | - | Feb 29, 2024 |
| Investment Managers Series Trust II | 0.01% | 119,300 | - | - | Jan 31, 2024 |
| Gallery Trust | 0.01% | 13,827 | -7,995 | -36.64% | Jan 31, 2024 |
| DEUTSCHE DWS MARKET TRUST | 0.01% | 171,000 | - | - | Jan 31, 2024 |
| Thrivent Core Funds | 0.01% | 558,320 | 318,352 | 132.66% | Jan 31, 2024 |
| PRAXIS MUTUAL FUNDS | 0.01% | 92,356 | - | - | Dec 31, 2023 |
| Gateway Trust | 0.01% | 16,342 | 16,342 | - | Mar 31, 2024 |
| RYDEX SERIES FUNDS | 0.01% | 30,773 | 6,179 | 25.12% | Dec 31, 2023 |
| Advisors' Inner Circle Fund III | 0.01% | 803,289 | 108,731 | 15.65% | Mar 31, 2024 |
| ProFunds | 0.01% | 74,108 | 10,791 | 17.04% | Mar 31, 2024 |
| VANGUARD WHITEHALL FUNDS | 0.01% | 573,157 | - | - | Jan 31, 2024 |
| NEXPOINT DIVERSIFIED REAL ESTATE TRUST | 0.01% | 55,500 | - | - | Jun 30, 2022 |
| CALAMOS INVESTMENT TRUST/IL | 0.01% | 558,970 | - | - | Jan 31, 2024 |
| MADISON FUNDS | 0.01% | 30,575 | 3,674 | 13.66% | Jan 31, 2024 |
| MORGAN STANLEY INSTITUTIONAL FUND INC | 0.01% | 353,687 | -18,612 | -5.00% | Mar 31, 2024 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) | 0.00% | 77,530,858 | - | - | Jan 31, 2024 |
| VANGUARD STAR FUNDS | 0.00% | 9,559,137 | - | - | Jan 31, 2024 |
| VALIC Co I | 0.00% | 1,463,202 | - | - | Feb 29, 2024 |
| BERNSTEIN SANFORD C FUND INC | 0.00% | 1,504,720 | - | - | Mar 31, 2024 |
| FIDELITY ADVISOR SERIES I | 0.00% | 894,400 | - | - | Feb 29, 2024 |
| Tidal ETF Trust | 0.00% | 57,803 | - | - | Jan 31, 2024 |
| Dunham Funds | 0.00% | 288,719 | 78,571 | 37.39% | Jan 31, 2024 |
| PUTNAM ASSET ALLOCATION FUNDS | 0.00% | 134,191 | - | - | Mar 31, 2024 |
| LAZARD FUNDS INC | 0.00% | 161,396 | - | - | Mar 31, 2024 |
| JOHN HANCOCK INVESTMENT TRUST | 0.00% | 324,681 | -36,824 | -10.19% | Jan 31, 2024 |
Itaú Unibanco's largest mutual fund holder by % of total assets is "INVESCO BLDRS INDEX FUNDS TRUST", owning 468.99K shares, compromising 8.25% of its total assets.
Itaú Unibanco Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 154 | -52.62% |
| 31 Mar, 24 | 325 | 2.20% |
| 31 Dec, 23 | 318 | 10.03% |
| 30 Sep, 23 | 289 | -0.69% |
| 30 Jun, 23 | 291 | 6.59% |
| 31 Mar, 23 | 273 | -8.70% |
| 31 Dec, 22 | 299 | 7.94% |
| 30 Sep, 22 | 277 | -0.36% |
| 30 Jun, 22 | 278 | -2.80% |
| 31 Mar, 22 | 286 | 0.70% |
| 31 Dec, 21 | 284 | -13.94% |
| 30 Sep, 21 | 330 | 1.54% |
| 30 Jun, 21 | 325 | -0.31% |
| 31 Mar, 21 | 326 | 0.62% |
| 31 Dec, 20 | 324 | 9.83% |
| 30 Sep, 20 | 295 | -4.53% |
| 30 Jun, 20 | 309 | 0.98% |
| 31 Mar, 20 | 306 | -14.76% |
| 31 Dec, 19 | 359 | 3.46% |
| 30 Sep, 19 | 347 | -3.61% |
| 30 Jun, 19 | 360 | -4.76% |
| 31 Mar, 19 | 378 | 3.56% |
| 31 Dec, 18 | 365 | 11.28% |
| 30 Sep, 18 | 328 | -0.30% |
| 30 Jun, 18 | 329 | -1.79% |
| 31 Mar, 18 | 335 | 0.90% |
| 31 Dec, 17 | 332 | 7.10% |
| 30 Sep, 17 | 310 | -4.62% |
| 30 Jun, 17 | 325 | 3.17% |
| 31 Mar, 17 | 315 | 5.35% |
| 31 Dec, 16 | 299 | -2.29% |
| 30 Sep, 16 | 306 | 7.75% |
| 30 Jun, 16 | 284 | 4.41% |
| 31 Mar, 16 | 272 | -0.73% |
| 31 Dec, 15 | 274 | -1.08% |
| 30 Sep, 15 | 277 | -6.10% |
| 30 Jun, 15 | 295 | -3.28% |
| 31 Mar, 15 | 305 | -5.28% |
| 31 Dec, 14 | 322 | 1.26% |
| 30 Sep, 14 | 318 | 2.91% |
| 30 Jun, 14 | 309 | 6.19% |
| 31 Mar, 14 | 291 | -8.20% |
| 31 Dec, 13 | 317 | 3.59% |
| 30 Sep, 13 | 306 | -3.16% |
| 30 Jun, 13 | 316 | 139.39% |
| 31 Mar, 13 | 132 | -13.16% |
| 31 Dec, 12 | 152 | 0.66% |
| 30 Sep, 12 | 151 | 2.72% |
| 30 Jun, 12 | 147 | -2.00% |
| 31 Mar, 12 | 150 | 11.94% |
| 31 Dec, 11 | 134 | 28.85% |
| 30 Sep, 11 | 104 | -18.75% |
| 30 Jun, 11 | 128 | 11.30% |
| 31 Mar, 11 | 115 | 8.49% |
| 31 Dec, 10 | 106 | -0.93% |
| 30 Sep, 10 | 107 | 4.90% |
| 30 Jun, 10 | 102 | 21.43% |
| 31 Mar, 10 | 84 | 1.20% |
| 31 Dec, 09 | 83 | -7.78% |
| 30 Sep, 09 | 90 | 28.57% |
| 30 Jun, 09 | 70 | 337.50% |
| 31 Mar, 09 | 16 | 1500.00% |
| 31 Dec, 08 | 1 | - |
As of 30 Jun 24, 154 institutions are holding Itaú Unibanco's shares, representing a decrease of -52.62% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 252,033,271 | -68.83% |
| 31 Mar, 24 | 808,518,259 | -3.52% |
| 31 Dec, 23 | 837,989,409 | 2.64% |
| 30 Sep, 23 | 816,443,310 | -0.41% |
| 30 Jun, 23 | 819,771,279 | -0.48% |
| 31 Mar, 23 | 823,706,757 | -1.67% |
| 31 Dec, 22 | 837,738,177 | 5.09% |
| 30 Sep, 22 | 797,171,473 | -8.12% |
| 30 Jun, 22 | 867,620,001 | -10.41% |
| 31 Mar, 22 | 968,475,582 | -5.48% |
| 31 Dec, 21 | 1,024,635,299 | 1.03% |
| 30 Sep, 21 | 1,014,192,487 | -2.33% |
| 30 Jun, 21 | 1,038,390,448 | 3.19% |
| 31 Mar, 21 | 1,006,316,706 | -6.09% |
| 31 Dec, 20 | 1,071,626,414 | 4.15% |
| 30 Sep, 20 | 1,028,944,323 | -0.80% |
| 30 Jun, 20 | 1,037,233,986 | -3.25% |
| 31 Mar, 20 | 1,072,073,923 | -5.38% |
| 31 Dec, 19 | 1,132,991,826 | -0.65% |
| 30 Sep, 19 | 1,140,455,922 | 0.04% |
| 30 Jun, 19 | 1,139,953,071 | 3.77% |
| 31 Mar, 19 | 1,098,552,711 | -3.73% |
| 31 Dec, 18 | 1,141,164,588 | 44.37% |
| 30 Sep, 18 | 790,429,195 | 4.94% |
| 30 Jun, 18 | 753,200,421 | 0.77% |
| 31 Mar, 18 | 747,437,492 | 2.65% |
| 31 Dec, 17 | 728,110,370 | 3.66% |
| 30 Sep, 17 | 702,396,236 | 1.45% |
| 30 Jun, 17 | 692,332,888 | -5.03% |
| 31 Mar, 17 | 729,014,475 | 3.37% |
| 31 Dec, 16 | 705,255,046 | 7.89% |
| 30 Sep, 16 | 653,691,089 | -2.75% |
| 30 Jun, 16 | 672,166,841 | -0.54% |
| 31 Mar, 16 | 675,816,056 | -4.93% |
| 31 Dec, 15 | 710,858,747 | -7.79% |
| 30 Sep, 15 | 770,897,737 | 6.32% |
| 30 Jun, 15 | 725,057,379 | -5.22% |
| 31 Mar, 15 | 765,015,602 | 0.68% |
| 31 Dec, 14 | 759,871,871 | 0.46% |
| 30 Sep, 14 | 756,399,403 | -4.09% |
| 30 Jun, 14 | 788,693,280 | 9.13% |
| 31 Mar, 14 | 722,719,317 | -4.50% |
| 31 Dec, 13 | 756,754,334 | -0.69% |
| 30 Sep, 13 | 761,989,539 | 0.18% |
| 30 Jun, 13 | 760,643,481 | 244.04% |
| 31 Mar, 13 | 221,093,541 | 9.67% |
| 31 Dec, 12 | 201,596,945 | -1.28% |
| 30 Sep, 12 | 204,209,469 | 2.77% |
| 30 Jun, 12 | 198,697,137 | 11.02% |
| 31 Mar, 12 | 178,980,628 | -13.96% |
| 31 Dec, 11 | 208,029,234 | 0.92% |
| 30 Sep, 11 | 206,142,376 | -15.56% |
| 30 Jun, 11 | 244,121,169 | 12.43% |
| 31 Mar, 11 | 217,123,755 | 10.50% |
| 31 Dec, 10 | 196,485,739 | -98.06% |
| 30 Sep, 10 | 10,129,956,413 | 5346.50% |
| 30 Jun, 10 | 185,990,213 | 23.17% |
| 31 Mar, 10 | 151,006,923 | -1.32% |
| 31 Dec, 09 | 153,027,727 | 16.95% |
| 30 Sep, 09 | 130,853,438 | 46.01% |
| 30 Jun, 09 | 89,617,454 | 135.62% |
| 31 Mar, 09 | 38,034,421 | 24939.12% |
| 31 Dec, 08 | 151,900 | - |
Itaú Unibanco (ITUB) has 252.03M shares outstanding as of 30 Jun 24, down -68.83% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 2.56% | 3.76% |
| 31 Mar, 24 | 8.25% | 11.29% |
| 31 Dec, 23 | 8.55% | 12.32% |
| 30 Sep, 23 | 8.33% | 11.89% |
| 30 Jun, 23 | 8.37% | 11.83% |
| 31 Mar, 23 | 8.41% | 11.51% |
| 31 Dec, 22 | 8.55% | 12.92% |
| 30 Sep, 22 | 8.13% | 10.38% |
| 30 Jun, 22 | 8.85% | 9.05% |
| 31 Mar, 22 | 9.89% | 9.01% |
| 31 Dec, 21 | 10.48% | 9.74% |
| 30 Sep, 21 | 10.37% | 9.20% |
| 30 Jun, 21 | 10.62% | 10.01% |
| 31 Mar, 21 | 10.30% | 8.55% |
| 31 Dec, 20 | 10.98% | 9.88% |
| 30 Sep, 20 | 10.54% | 9.34% |
| 30 Jun, 20 | 10.62% | 8.79% |
| 31 Mar, 20 | 10.99% | 8.13% |
| 31 Dec, 19 | 11.63% | 8.49% |
| 30 Sep, 19 | 11.70% | 8.55% |
| 30 Jun, 19 | 11.70% | 9.18% |
| 31 Mar, 19 | 11.29% | 8.18% |
| 31 Dec, 18 | 11.75% | 7.89% |
| 30 Sep, 18 | 12.21% | 9.04% |
| 30 Jun, 18 | 11.62% | 8.72% |
| 31 Mar, 18 | 11.54% | 9.21% |
| 31 Dec, 17 | 11.19% | 9.59% |
| 30 Sep, 17 | 10.81% | 9.55% |
| 30 Jun, 17 | 10.64% | 8.52% |
| 31 Mar, 17 | 11.17% | 10.54% |
| 31 Dec, 16 | 10.30% | 9.34% |
| 30 Sep, 16 | 10.50% | 8.17% |
| 30 Jun, 16 | 11.34% | 8.72% |
| 31 Mar, 16 | 11.40% | 8.03% |
| 31 Dec, 15 | 11.91% | 7.14% |
| 30 Sep, 15 | 12.92% | 7.33% |
| 30 Jun, 15 | 13.27% | 6.78% |
| 31 Mar, 15 | 13.99% | 7.25% |
| 31 Dec, 14 | 13.89% | 7.27% |
| 30 Sep, 14 | 13.82% | 6.64% |
| 30 Jun, 14 | 14.43% | 6.81% |
| 31 Mar, 14 | 14.56% | 6.25% |
| 31 Dec, 13 | 15.26% | 6.46% |
| 30 Sep, 13 | 15.37% | 6.57% |
| 30 Jun, 13 | 15.29% | 63.96% |
| 31 Mar, 13 | 4.89% | 24.56% |
| 31 Dec, 12 | 4.46% | 21.84% |
| 30 Sep, 12 | 4.52% | 23.38% |
| 30 Jun, 12 | 4.40% | 28.01% |
| 31 Mar, 12 | 3.96% | 18.68% |
| 31 Dec, 11 | 4.61% | 22.11% |
| 30 Sep, 11 | 4.56% | 15.78% |
| 30 Jun, 11 | 5.38% | 23.58% |
| 31 Mar, 11 | 4.77% | 25.45% |
| 31 Dec, 10 | 4.33% | 0.01% |
| 30 Sep, 10 | 223.12% | 1329.51% |
| 30 Jun, 10 | 4.10% | 36.86% |
| 31 Mar, 10 | 3.33% | 29.34% |
| 31 Dec, 09 | 3.37% | 40.57% |
| 30 Sep, 09 | 2.88% | 61.13% |
| 30 Jun, 09 | 2.17% | 1470.93% |
| 31 Mar, 09 | 0.38% | 8632871.43% |
| 31 Dec, 08 | 0.00% | - |
As of 30 Jun 24, Itaú Unibanco is held by 2.56% institutional shareholders, representing a 3.76% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 61 | -59.33% |
| 31 Mar, 24 | 150 | -11.24% |
| 31 Dec, 23 | 169 | 39.67% |
| 30 Sep, 23 | 121 | -7.63% |
| 30 Jun, 23 | 131 | 6.50% |
| 31 Mar, 23 | 123 | -16.33% |
| 31 Dec, 22 | 147 | 23.53% |
| 30 Sep, 22 | 119 | -7.03% |
| 30 Jun, 22 | 128 | -15.23% |
| 31 Mar, 22 | 151 | 32.46% |
| 31 Dec, 21 | 114 | -26.45% |
| 30 Sep, 21 | 155 | 3.33% |
| 30 Jun, 21 | 150 | -11.24% |
| 31 Mar, 21 | 169 | -5.59% |
| 31 Dec, 20 | 179 | 57.02% |
| 30 Sep, 20 | 114 | -27.85% |
| 30 Jun, 20 | 158 | 35.04% |
| 31 Mar, 20 | 117 | -17.61% |
| 31 Dec, 19 | 142 | 12.70% |
| 30 Sep, 19 | 126 | -13.70% |
| 30 Jun, 19 | 146 | - |
| 31 Mar, 19 | 146 | -50.34% |
| 31 Dec, 18 | 294 | 101.37% |
| 30 Sep, 18 | 146 | 8.96% |
| 30 Jun, 18 | 134 | -12.99% |
| 31 Mar, 18 | 154 | -1.91% |
| 31 Dec, 17 | 157 | 26.61% |
| 30 Sep, 17 | 124 | -18.95% |
| 30 Jun, 17 | 153 | 9.29% |
| 31 Mar, 17 | 140 | -35.48% |
| 31 Dec, 16 | 217 | 52.82% |
| 30 Sep, 16 | 142 | 23.48% |
| 30 Jun, 16 | 115 | 4.55% |
| 31 Mar, 16 | 110 | -15.38% |
| 31 Dec, 15 | 130 | -31.22% |
| 30 Sep, 15 | 189 | 45.38% |
| 30 Jun, 15 | 130 | 0.78% |
| 31 Mar, 15 | 129 | -2.27% |
| 31 Dec, 14 | 132 | -6.38% |
| 30 Sep, 14 | 141 | -32.54% |
| 30 Jun, 14 | 209 | 62.02% |
| 31 Mar, 14 | 129 | -7.19% |
| 31 Dec, 13 | 139 | 10.32% |
| 30 Sep, 13 | 126 | -50.78% |
| 30 Jun, 13 | 256 | 265.71% |
| 31 Mar, 13 | 70 | -12.50% |
| 31 Dec, 12 | 80 | 8.11% |
| 30 Sep, 12 | 74 | -6.33% |
| 30 Jun, 12 | 79 | -9.20% |
| 31 Mar, 12 | 87 | 6.10% |
| 31 Dec, 11 | 82 | 36.67% |
| 30 Sep, 11 | 60 | -1.64% |
| 30 Jun, 11 | 61 | -10.29% |
| 31 Mar, 11 | 68 | -1.45% |
| 31 Dec, 10 | 69 | 2.99% |
| 30 Sep, 10 | 67 | 15.52% |
| 30 Jun, 10 | 58 | 26.09% |
| 31 Mar, 10 | 46 | 6.98% |
| 31 Dec, 09 | 43 | -36.76% |
| 30 Sep, 09 | 68 | 9.68% |
| 30 Jun, 09 | 62 | 342.86% |
| 31 Mar, 09 | 14 | 1300.00% |
| 31 Dec, 08 | 1 | - |
61 institutional shareholders have increased their position in ITUB stock as of 30 Jun 24 compared to 150 in the previous quarter (a -59.33% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 56 | -47.66% |
| 31 Mar, 24 | 107 | 24.42% |
| 31 Dec, 23 | 86 | -13.13% |
| 30 Sep, 23 | 99 | 5.32% |
| 30 Jun, 23 | 94 | - |
| 31 Mar, 23 | 94 | -12.15% |
| 31 Dec, 22 | 107 | 2.88% |
| 30 Sep, 22 | 104 | 11.83% |
| 30 Jun, 22 | 93 | 8.14% |
| 31 Mar, 22 | 86 | -22.52% |
| 31 Dec, 21 | 111 | 24.72% |
| 30 Sep, 21 | 89 | -10.10% |
| 30 Jun, 21 | 99 | 17.86% |
| 31 Mar, 21 | 84 | 5.00% |
| 31 Dec, 20 | 80 | -20.79% |
| 30 Sep, 20 | 101 | 20.24% |
| 30 Jun, 20 | 84 | -28.21% |
| 31 Mar, 20 | 117 | -0.85% |
| 31 Dec, 19 | 118 | -6.35% |
| 30 Sep, 19 | 126 | -3.82% |
| 30 Jun, 19 | 131 | -11.49% |
| 31 Mar, 19 | 148 | 289.47% |
| 31 Dec, 18 | 38 | -63.46% |
| 30 Sep, 18 | 104 | -9.57% |
| 30 Jun, 18 | 115 | 1.77% |
| 31 Mar, 18 | 113 | 11.88% |
| 31 Dec, 17 | 101 | -3.81% |
| 30 Sep, 17 | 105 | - |
| 30 Jun, 17 | 105 | -14.63% |
| 31 Mar, 17 | 123 | 123.64% |
| 31 Dec, 16 | 55 | -43.30% |
| 30 Sep, 16 | 97 | -3.96% |
| 30 Jun, 16 | 101 | - |
| 31 Mar, 16 | 101 | 10.99% |
| 31 Dec, 15 | 91 | 30.00% |
| 30 Sep, 15 | 70 | -32.69% |
| 30 Jun, 15 | 104 | -14.05% |
| 31 Mar, 15 | 121 | -5.47% |
| 31 Dec, 14 | 128 | 9.40% |
| 30 Sep, 14 | 117 | 44.44% |
| 30 Jun, 14 | 81 | -15.63% |
| 31 Mar, 14 | 96 | -13.51% |
| 31 Dec, 13 | 111 | 4.72% |
| 30 Sep, 13 | 106 | 211.76% |
| 30 Jun, 13 | 34 | -10.53% |
| 31 Mar, 13 | 38 | -9.52% |
| 31 Dec, 12 | 42 | -8.70% |
| 30 Sep, 12 | 46 | - |
| 30 Jun, 12 | 46 | 12.20% |
| 31 Mar, 12 | 41 | 36.67% |
| 31 Dec, 11 | 30 | 3.45% |
| 30 Sep, 11 | 29 | -34.09% |
| 30 Jun, 11 | 44 | 62.96% |
| 31 Mar, 11 | 27 | 28.57% |
| 31 Dec, 10 | 21 | 5.00% |
| 30 Sep, 10 | 20 | -16.67% |
| 30 Jun, 10 | 24 | 9.09% |
| 31 Mar, 10 | 22 | -15.38% |
| 31 Dec, 09 | 26 | 116.67% |
| 30 Sep, 09 | 12 | 1100.00% |
| 30 Jun, 09 | 1 | - |
| 31 Mar, 09 | 1 | - |
| 31 Dec, 08 | - | - |
56 institutional shareholders have reduced their position in ITUB stock as of 30 Jun 24 compared to 107 in the previous quarter (a -47.66% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 154 | -52.62% | 252,033,271 | -68.83% | 2.56% | 3.76% | 61 | -59.33% | 56 | -47.66% |
| 31 Mar, 24 | 325 | 2.20% | 808,518,259 | -3.52% | 8.25% | 11.29% | 150 | -11.24% | 107 | 24.42% |
| 31 Dec, 23 | 318 | 10.03% | 837,989,409 | 2.64% | 8.55% | 12.32% | 169 | 39.67% | 86 | -13.13% |
| 30 Sep, 23 | 289 | -0.69% | 816,443,310 | -0.41% | 8.33% | 11.89% | 121 | -7.63% | 99 | 5.32% |
| 30 Jun, 23 | 291 | 6.59% | 819,771,279 | -0.48% | 8.37% | 11.83% | 131 | 6.50% | 94 | - |
| 31 Mar, 23 | 273 | -8.70% | 823,706,757 | -1.67% | 8.41% | 11.51% | 123 | -16.33% | 94 | -12.15% |
| 31 Dec, 22 | 299 | 7.94% | 837,738,177 | 5.09% | 8.55% | 12.92% | 147 | 23.53% | 107 | 2.88% |
| 30 Sep, 22 | 277 | -0.36% | 797,171,473 | -8.12% | 8.13% | 10.38% | 119 | -7.03% | 104 | 11.83% |
| 30 Jun, 22 | 278 | -2.80% | 867,620,001 | -10.41% | 8.85% | 9.05% | 128 | -15.23% | 93 | 8.14% |
| 31 Mar, 22 | 286 | 0.70% | 968,475,582 | -5.48% | 9.89% | 9.01% | 151 | 32.46% | 86 | -22.52% |
| 31 Dec, 21 | 284 | -13.94% | 1,024,635,299 | 1.03% | 10.48% | 9.74% | 114 | -26.45% | 111 | 24.72% |
| 30 Sep, 21 | 330 | 1.54% | 1,014,192,487 | -2.33% | 10.37% | 9.20% | 155 | 3.33% | 89 | -10.10% |
| 30 Jun, 21 | 325 | -0.31% | 1,038,390,448 | 3.19% | 10.62% | 10.01% | 150 | -11.24% | 99 | 17.86% |
| 31 Mar, 21 | 326 | 0.62% | 1,006,316,706 | -6.09% | 10.30% | 8.55% | 169 | -5.59% | 84 | 5.00% |
| 31 Dec, 20 | 324 | 9.83% | 1,071,626,414 | 4.15% | 10.98% | 9.88% | 179 | 57.02% | 80 | -20.79% |
| 30 Sep, 20 | 295 | -4.53% | 1,028,944,323 | -0.80% | 10.54% | 9.34% | 114 | -27.85% | 101 | 20.24% |
| 30 Jun, 20 | 309 | 0.98% | 1,037,233,986 | -3.25% | 10.62% | 8.79% | 158 | 35.04% | 84 | -28.21% |
| 31 Mar, 20 | 306 | -14.76% | 1,072,073,923 | -5.38% | 10.99% | 8.13% | 117 | -17.61% | 117 | -0.85% |
| 31 Dec, 19 | 359 | 3.46% | 1,132,991,826 | -0.65% | 11.63% | 8.49% | 142 | 12.70% | 118 | -6.35% |
| 30 Sep, 19 | 347 | -3.61% | 1,140,455,922 | 0.04% | 11.70% | 8.55% | 126 | -13.70% | 126 | -3.82% |
| 30 Jun, 19 | 360 | -4.76% | 1,139,953,071 | 3.77% | 11.70% | 9.18% | 146 | - | 131 | -11.49% |
| 31 Mar, 19 | 378 | 3.56% | 1,098,552,711 | -3.73% | 11.29% | 8.18% | 146 | -50.34% | 148 | 289.47% |
| 31 Dec, 18 | 365 | 11.28% | 1,141,164,588 | 44.37% | 11.75% | 7.89% | 294 | 101.37% | 38 | -63.46% |
| 30 Sep, 18 | 328 | -0.30% | 790,429,195 | 4.94% | 12.21% | 9.04% | 146 | 8.96% | 104 | -9.57% |
| 30 Jun, 18 | 329 | -1.79% | 753,200,421 | 0.77% | 11.62% | 8.72% | 134 | -12.99% | 115 | 1.77% |
| 31 Mar, 18 | 335 | 0.90% | 747,437,492 | 2.65% | 11.54% | 9.21% | 154 | -1.91% | 113 | 11.88% |
| 31 Dec, 17 | 332 | 7.10% | 728,110,370 | 3.66% | 11.19% | 9.59% | 157 | 26.61% | 101 | -3.81% |
| 30 Sep, 17 | 310 | -4.62% | 702,396,236 | 1.45% | 10.81% | 9.55% | 124 | -18.95% | 105 | - |
| 30 Jun, 17 | 325 | 3.17% | 692,332,888 | -5.03% | 10.64% | 8.52% | 153 | 9.29% | 105 | -14.63% |
| 31 Mar, 17 | 315 | 5.35% | 729,014,475 | 3.37% | 11.17% | 10.54% | 140 | -35.48% | 123 | 123.64% |
| 31 Dec, 16 | 299 | -2.29% | 705,255,046 | 7.89% | 10.30% | 9.34% | 217 | 52.82% | 55 | -43.30% |
| 30 Sep, 16 | 306 | 7.75% | 653,691,089 | -2.75% | 10.50% | 8.17% | 142 | 23.48% | 97 | -3.96% |
| 30 Jun, 16 | 284 | 4.41% | 672,166,841 | -0.54% | 11.34% | 8.72% | 115 | 4.55% | 101 | - |
| 31 Mar, 16 | 272 | -0.73% | 675,816,056 | -4.93% | 11.40% | 8.03% | 110 | -15.38% | 101 | 10.99% |
| 31 Dec, 15 | 274 | -1.08% | 710,858,747 | -7.79% | 11.91% | 7.14% | 130 | -31.22% | 91 | 30.00% |
| 30 Sep, 15 | 277 | -6.10% | 770,897,737 | 6.32% | 12.92% | 7.33% | 189 | 45.38% | 70 | -32.69% |
| 30 Jun, 15 | 295 | -3.28% | 725,057,379 | -5.22% | 13.27% | 6.78% | 130 | 0.78% | 104 | -14.05% |
| 31 Mar, 15 | 305 | -5.28% | 765,015,602 | 0.68% | 13.99% | 7.25% | 129 | -2.27% | 121 | -5.47% |
| 31 Dec, 14 | 322 | 1.26% | 759,871,871 | 0.46% | 13.89% | 7.27% | 132 | -6.38% | 128 | 9.40% |
| 30 Sep, 14 | 318 | 2.91% | 756,399,403 | -4.09% | 13.82% | 6.64% | 141 | -32.54% | 117 | 44.44% |
| 30 Jun, 14 | 309 | 6.19% | 788,693,280 | 9.13% | 14.43% | 6.81% | 209 | 62.02% | 81 | -15.63% |
| 31 Mar, 14 | 291 | -8.20% | 722,719,317 | -4.50% | 14.56% | 6.25% | 129 | -7.19% | 96 | -13.51% |
| 31 Dec, 13 | 317 | 3.59% | 756,754,334 | -0.69% | 15.26% | 6.46% | 139 | 10.32% | 111 | 4.72% |
| 30 Sep, 13 | 306 | -3.16% | 761,989,539 | 0.18% | 15.37% | 6.57% | 126 | -50.78% | 106 | 211.76% |
| 30 Jun, 13 | 316 | 139.39% | 760,643,481 | 244.04% | 15.29% | 63.96% | 256 | 265.71% | 34 | -10.53% |
| 31 Mar, 13 | 132 | -13.16% | 221,093,541 | 9.67% | 4.89% | 24.56% | 70 | -12.50% | 38 | -9.52% |
| 31 Dec, 12 | 152 | 0.66% | 201,596,945 | -1.28% | 4.46% | 21.84% | 80 | 8.11% | 42 | -8.70% |
| 30 Sep, 12 | 151 | 2.72% | 204,209,469 | 2.77% | 4.52% | 23.38% | 74 | -6.33% | 46 | - |
| 30 Jun, 12 | 147 | -2.00% | 198,697,137 | 11.02% | 4.40% | 28.01% | 79 | -9.20% | 46 | 12.20% |
| 31 Mar, 12 | 150 | 11.94% | 178,980,628 | -13.96% | 3.96% | 18.68% | 87 | 6.10% | 41 | 36.67% |
| 31 Dec, 11 | 134 | 28.85% | 208,029,234 | 0.92% | 4.61% | 22.11% | 82 | 36.67% | 30 | 3.45% |
| 30 Sep, 11 | 104 | -18.75% | 206,142,376 | -15.56% | 4.56% | 15.78% | 60 | -1.64% | 29 | -34.09% |
| 30 Jun, 11 | 128 | 11.30% | 244,121,169 | 12.43% | 5.38% | 23.58% | 61 | -10.29% | 44 | 62.96% |
| 31 Mar, 11 | 115 | 8.49% | 217,123,755 | 10.50% | 4.77% | 25.45% | 68 | -1.45% | 27 | 28.57% |
| 31 Dec, 10 | 106 | -0.93% | 196,485,739 | -98.06% | 4.33% | 0.01% | 69 | 2.99% | 21 | 5.00% |
| 30 Sep, 10 | 107 | 4.90% | 10,129,956,413 | 5346.50% | 223.12% | 1329.51% | 67 | 15.52% | 20 | -16.67% |
| 30 Jun, 10 | 102 | 21.43% | 185,990,213 | 23.17% | 4.10% | 36.86% | 58 | 26.09% | 24 | 9.09% |
| 31 Mar, 10 | 84 | 1.20% | 151,006,923 | -1.32% | 3.33% | 29.34% | 46 | 6.98% | 22 | -15.38% |
| 31 Dec, 09 | 83 | -7.78% | 153,027,727 | 16.95% | 3.37% | 40.57% | 43 | -36.76% | 26 | 116.67% |
| 30 Sep, 09 | 90 | 28.57% | 130,853,438 | 46.01% | 2.88% | 61.13% | 68 | 9.68% | 12 | 1100.00% |
| 30 Jun, 09 | 70 | 337.50% | 89,617,454 | 135.62% | 2.17% | 1470.93% | 62 | 342.86% | 1 | - |
| 31 Mar, 09 | 16 | 1500.00% | 38,034,421 | 24939.12% | 0.38% | 8632871.43% | 14 | 1300.00% | 1 | - |
| 31 Dec, 08 | 1 | - | 151,900 | - | 0.00% | - | 1 | - | - | - |
Itaú Unibanco Peer Ownership
ITUB Ownership FAQ
Who Owns Itaú Unibanco?
Itaú Unibanco is owned by institutional shareholders (2.56%), insiders (0.00%), and public (97.44%). The largest institutional shareholder of Itaú Unibanco is SCHRODER INVESTMENT MANAGEMENT GROUP (0.87% of total shares) and the top mutual fund owner is INVESCO BLDRS INDEX FUNDS TRUST (8.25% of total shares).
Who are the major institutional shareholders of Itaú Unibanco?
Itaú Unibanco's major institutional shareholders are SCHRODER INVESTMENT MANAGEMENT GROUP, WESTWOOD GLOBAL INVESTMENTS, LLC, JPMORGAN CHASE & CO, FISHER ASSET MANAGEMENT, LLC, and ARROWSTREET CAPITAL, LIMITED PARTNERSHIP. The top five shareholders own together 2.86% of the company's share outstanding.
How many Itaú Unibanco shareholders are there?
As of Jun 2024, there are 154 institutional shareholders of Itaú Unibanco.
What percentage of Itaú Unibanco is owned by SCHRODER INVESTMENT MANAGEMENT GROUP?
SCHRODER INVESTMENT MANAGEMENT GROUP owns 85.63M shares of Itaú Unibanco, representing 0.87% of the company's total shares outstanding, valued at $500.09M (as of Jun 2024).
What percentage of Itaú Unibanco is owned by WESTWOOD GLOBAL INVESTMENTS, LLC?
As of Jun 2024, WESTWOOD GLOBAL INVESTMENTS, LLC holds 59.44M shares of Itaú Unibanco (ITUB), compromising 0.60% of the company, valued at $347.13M.
What percentage of Itaú Unibanco is owned by JPMORGAN CHASE & CO?
JPMORGAN CHASE & CO is the third largest holder of Itaú Unibanco. The company owns 48.23M of the company's shares outstanding (worth $281.64M).