Marshall Wace
ITUB icon

Marshall Wace’s Itaú Unibanco ITUB Stock Holding History

Marshall Wace’s Portfolio ITUB Stock Details ITUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.5M Sell
179,355
-3,127,983
-95% -$26.2M ﹤0.01% 1936
2025
Q4 		$23.7M Buy
+3,307,338
New +$23.5M 0.02% 576
2025
Q3 		– Sell
-675,821
Closed -$4.46M – 3125
2025
Q2 		$4.46M Buy
675,821
+141,755
+27% +$864K 0.01% 1198
2025
Q1 		$2.85M Sell
534,066
-11,854,111
-96% -$59.7M ﹤0.01% 1313
2024
Q4 		$54.2M Buy
12,388,177
+2,646,496
+27% +$13.6M 0.07% 269
2024
Q3 		$57.2M Buy
9,741,681
+1,041,022
+12% +$5.86M 0.07% 246
2024
Q2 		$44.8M Buy
8,700,659
+5,804,078
+200% +$31.8M 0.06% 286
2024
Q1 		$17.7M Sell
2,896,581
-1,403,762
-33% -$8.45M 0.03% 552
2023
Q4 		$26.4M Buy
+4,300,343
New +$22.8M 0.04% 403
2023
Q2 		– Sell
-11,443
Closed -$49.2K – 2701
2023
Q1 		$49.2K Buy
+11,443
New +$48.5K ﹤0.01% 2544
2022
Q4 		– Sell
-4,557,385
Closed -$20.8M – 3173
2022
Q3 		$20.8M Buy
+4,557,385
New +$19.4M 0.05% 446
2022
Q1 		– Sell
-1,852,966
Closed -$6.13M – 3661
2021
Q4 		$6.13M Buy
1,852,966
+1,831,893
+8,693% +$6.6M 0.01% 1208
2021
Q3 		$81K Buy
+21,073
New +$86.3K ﹤0.01% 2913
2021
Q1 		– Sell
-64,488
Closed -$286K – 2664
2020
Q4 		$286K Buy
+64,488
New +$241K ﹤0.01% 1662
2020
Q2 		– Sell
-377,503
Closed -$1.23M – 1750
2020
Q1 		$1.23M Buy
+377,503
New +$1.94M 0.01% 749
2017
Q1 		– Sell
-1,717,766
Closed -$8.57M – 526
2016
Q4 		$8.57M Sell
1,717,766
-409,124
-19% -$2.1M 0.06% 368
2016
Q3 		$10.3M Buy
+2,126,890
New +$10.1M 0.07% 278
2015
Q3 		– Sell
-963,784
Closed -$4.23M – 994
2015
Q2 		$4.23M Buy
+963,784
New +$4.53M 0.06% 325
2015
Q1 		– Sell
-1,005,670
Closed -$5.25M – 863
2014
Q4 		$5.25M Buy
1,005,670
+583,726
+138% +$3.28M 0.07% 300
2014
Q3 		$2.35M Buy
+421,944
New +$2.69M 0.03% 418

Other funds holding ITUB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marshall Wace's ITUB Position: Q1 2026 in Review

Marshall Wace reduced its Itaú Unibanco (ITUB) stake by 95% in Q1 2026, selling an estimated $26.2M and leaving 179,355 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1936.

Marshall Wace first reported a position in ITUB in Q3 2014 and has held it in 20 quarters since. The position peaked at $57.2M in Q3 2024. 388 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

  • Marshall Wace held 179,355 shares of Itaú Unibanco worth $1.5M as of Q1 2026.
  • Marshall Wace sold 3,127,983 Itaú Unibanco shares in Q1 2026, an estimated $26.2M.
  • Itaú Unibanco made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1936 holding.
  • Marshall Wace first reported a position in Itaú Unibanco in Q3 2014 and has held it in 20 quarters since.
  • Marshall Wace's Itaú Unibanco position peaked at $57.2M in Q3 2024.
  • 388 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.