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All holdings

ITAU Unibanco Holdings S.A. AD

ITUB

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
3
In their latest 13F (Q3 2026)
See who
Value held
$275m
Combined value at quarter end
Last quarter
1 bought
2 sold or trimmed
Price at Q2 ’26 end
$8.17
-2.5% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+13.9%Q3 ’24
-25.4%Q4 ’24
+10.9%Q1 ’25
+23.5%Q2 ’25
+8.1%Q3 ’25
-2.5%Q4 ’25
+17.0%Q1 ’26
-2.5%Q2 ’26
Q3 ’24: +13.9%; Q4 ’24: -25.4%; Q1 ’25: +10.9%; Q2 ’25: +23.5%; Q3 ’25: +8.1%; Q4 ’25: -2.5%; Q1 ’26: +17.0%; Q2 ’26: -2.5%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

3Q4 ’23
3Q1 ’24
3Q2 ’24
3Q3 ’24
2Q4 ’24
3Q1 ’25
3Q2 ’25
3Q3 ’25
3Q4 ’25
3Q1 ’26
3Q2 ’26
0Q3 ’26
Q4 ’23: 3; Q1 ’24: 3; Q2 ’24: 3; Q3 ’24: 3; Q4 ’24: 2; Q1 ’25: 3; Q2 ’25: 3; Q3 ’25: 3; Q4 ’25: 3; Q1 ’26: 3; Q2 ’26: 3; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes ITAU Unibanco Holdings S.A. AD.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding ITAU Unibanco Holdings S.A. AD
Oaktree Capital Management1.4%$97.9m$97.9mTrimmed -1.7%6 qtrs
Dodge & Cox0.1%$149m$149mTrimmed -5.1%40 qtrs
First Eagle Investment Management0.1%$28.9m$28.9mAdded +6.8%20 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of ITAU Unibanco Holdings S.A. AD
Bought or soldFiling
8 Sep 2026Orestes Vanzo CarlosSMEs Officer (retail segment)▼ Sold74,643$8.38$626kForm 4

About the company

Sector
Financials · State Commercial Banks
Financial year ends
31 December
Shares outstanding
4.96bn at 31 Dec 2023
SEC filings
Annual reports and other filings on EDGAR