Itau Unibanco Holding S.A. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CAPITAL RESEARCH GLOBAL INVESTORS | 08/12/2026 | 94.96 M | $775.84 M | 12.23% | 0.86% |
| ORBIS ALLAN GRAY LTD | 08/14/2026 | 81.30 M | $664.23 M | 17.37% | 0.74% |
| WESTWOOD GLOBAL INVESTMENTS, LLC | 08/07/2026 | 61.53 M | $502.68 M | 1.32% | 0.56% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 08/13/2026 | 56.75 M | $466.46 M | -12.28% | 0.51% |
| GQG PARTNERS LLC | 08/12/2026 | 48.14 M | $393.28 M | -41.04% | 0.44% |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 07/21/2026 | 45.64 M | $372.84 M | -16.56% | 0.41% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 45.30 M | $370.12 M | -18.35% | 0.41% |
| BLACKROCK, INC. | 08/07/2026 | 43.66 M | $356.71 M | -20.91% | 0.40% |
| JPMORGAN CHASE & CO | 08/12/2026 | 43.34 M | $356.30 M | 2.58% | 0.39% |
| FMR LLC | 08/13/2026 | 36.56 M | $298.70 M | -20.80% | 0.33% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 34.35 M | $280.62 M | 1.06% | 0.31% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 08/12/2026 | 28.28 M | $231.06 M | -10.73% | 0.26% |
| FISHER ASSET MANAGEMENT, LLC | 08/04/2026 | 27.63 M | $225.75 M | -3.44% | 0.25% |
| ITAU UNIBANCO HOLDING S.A. | 08/14/2026 | 23.66 M | $192.81 M | 18.25% | 0.21% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 22.29 M | $182.14 M | 111.87% | 0.20% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 21.44 M | $175.17 M | 3.39% | 0.19% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 18.31 M | $149.61 M | -9.58% | 0.17% |
| DODGE & COX | 08/13/2026 | 18.19 M | $148.57 M | -5.13% | 0.17% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 14.10 M | $115.21 M | -8.09% | 0.13% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 14.05 M | $114.79 M | -30.06% | 0.13% |
| STATE STREET CORP | 08/07/2026 | 12.73 M | $105.89 M | -3.67% | 0.12% |
| CARMIGNAC GESTION | 08/13/2026 | 12.22 M | $99.83 M | 41.59% | 0.11% |
| OAKTREE CAPITAL MANAGEMENT LP | 08/14/2026 | 11.98 M | $97.86 M | -1.73% | 0.11% |
| MORGAN STANLEY | 08/13/2026 | 11.45 M | $93.57 M | -5.97% | 0.10% |
| SEAFARER CAPITAL PARTNERS, LLC | 08/04/2026 | 10.91 M | $89.13 M | 0.00% | 0.10% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 08/14/2026 | 10.84 M | $88.54 M | 17.55% | 0.10% |
| JANE STREET GROUP, LLC | 08/14/2026 | 10.61 M | $86.71 M | -4.34% | 0.10% |
| HARDING LOEVNER LP | 08/14/2026 | 9.94 M | $81.25 M | 706.13% | 0.09% |
| SAMLYN CAPITAL, LLC | 08/14/2026 | 9.72 M | $79.43 M | 100.00% | 0.09% |
| CARRHAE CAPITAL LLP | 07/15/2026 | 9.64 M | $78.78 M | -52.83% | 0.09% |
| MAN GROUP PLC | 08/14/2026 | 9.01 M | $73.61 M | 49.24% | 0.08% |
| NORTHCAPE CAPITAL PTY LTD | 07/10/2026 | 8.88 M | $72.53 M | -31.40% | 0.08% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 8.22 M | $67.12 M | -7.22% | 0.07% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 8.17 M | $66.75 M | -21.33% | 0.07% |
| TT INTERNATIONAL ASSET MANAGEMENT LTD | 07/07/2026 | 8.10 M | $65.89 M | -14.98% | 0.07% |
| ARGA INVESTMENT MANAGEMENT, LP | 07/31/2026 | 7.51 M | $61.35 M | 100.00% | 0.07% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 7.33 M | $59.92 M | 189.80% | 0.07% |
| BAILLIE GIFFORD & CO | 08/06/2026 | 7.15 M | $58.39 M | -13.19% | 0.06% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 08/14/2026 | 6.51 M | $53.16 M | -1.58% | 0.06% |
| HSBC HOLDINGS PLC | 08/14/2026 | 6.42 M | $52.46 M | -2.38% | 0.06% |
| PERPETUAL LTD | 07/15/2026 | 6.39 M | $52.20 M | -51.87% | 0.06% |
| CAPITAL WORLD INVESTORS | 08/12/2026 | 6.27 M | $51.20 M | 0.06% | 0.06% |
| TODD ASSET MANAGEMENT LLC | 08/04/2026 | 6.26 M | $51.16 M | -0.40% | 0.06% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 08/14/2026 | 6.26 M | $51.14 M | 0.62% | 0.06% |
| UBS GROUP AG | 08/13/2026 | 5.88 M | $48.05 M | -7.45% | 0.05% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 5.87 M | $49.20 M | 18.09% | 0.05% |
| NORTHERN TRUST CORP | 08/13/2026 | 5.41 M | $44.22 M | -3.26% | 0.05% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 07/23/2026 | 5.34 M | $43.63 M | 32,881.42% | 0.05% |
| AMUNDI | 08/11/2026 | 5.29 M | $43.19 M | 32.06% | 0.05% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2026 | 5.01 M | $40.96 M | -3.62% | 0.05% |
Itau Unibanco Holding S.A. institutional Ownership - FAQ's
During the previous two years, 615 institutional investors and hedge funds held shares of Itau Unibanco Holding S.A.. The most heavily invested institutionals were:
Capital Research Global Investors: 94.96 M
Orbis Allan Gray Ltd: 81.3 M
Westwood Global Investments, LLC: 61.53 M
SCHRODER INVESTMENT MANAGEMENT GROUP: 56.75 M
GQG Partners LLC: 48.14 M
Robeco Institutional Asset Management B.V.: 45.64 M
10.56% of Itau Unibanco Holding S.A. stock is owned by institutional investors.
Institutional investors have bought a total of 1.40 B shares in the last 24 months. This purchase volume represents approximately $11.60 B in transactions.