Morgan Stanley’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $102M | Buy |
12,179,414
+9,198,791
| +309% | +$77M | 0.01% | 1419 |
|
|
2025
Q4 | $21.3M | Sell |
2,980,623
-1,528,485
| -34% | -$10.9M | ﹤0.01% | 2878 |
|
|
2025
Q3 | $32.1M | Buy |
4,509,108
+738,889
| +20% | +$4.88M | ﹤0.01% | 2416 |
|
|
2025
Q2 | $24.9M | Sell |
3,770,219
-491,333
| -12% | -$3M | ﹤0.01% | 2590 |
|
|
2025
Q1 | $22.8M | Sell |
4,261,552
-42,458,411
| -91% | -$214M | ﹤0.01% | 2562 |
|
|
2024
Q4 | $205M | Buy |
46,719,963
+41,827,898
| +855% | +$215M | 0.01% | 824 |
|
|
2024
Q3 | $28.7M | Buy |
4,892,065
+563,555
| +13% | +$3.17M | ﹤0.01% | 2427 |
|
|
2024
Q2 | $22.3M | Sell |
4,328,510
-1,138,561
| -21% | -$6.23M | ﹤0.01% | 2537 |
|
|
2024
Q1 | $33.4M | Sell |
5,467,071
-14,016,851
| -72% | -$84.4M | ﹤0.01% | 2144 |
|
|
2023
Q4 | $120M | Buy |
19,483,922
+14,854,865
| +321% | +$78.7M | 0.01% | 1547 |
|
|
2023
Q3 | $21.9M | Sell |
4,629,057
-3,117,667
| -40% | -$15.5M | ﹤0.01% | 2352 |
|
|
2023
Q2 | $40.3M | Buy |
7,746,724
+4,132,175
| +114% | +$19.5M | ﹤0.01% | 1785 |
|
|
2023
Q1 | $15.5M | Sell |
3,614,549
-3,825,889
| -51% | -$16.2M | ﹤0.01% | 2699 |
|
|
2022
Q4 | $30.9M | Buy |
7,440,438
+1,726,949
| +30% | +$7.85M | ﹤0.01% | 1932 |
|
|
2022
Q3 | $26.1M | Sell |
5,713,489
-21,611,815
| -79% | -$92.2M | ﹤0.01% | 1910 |
|
|
2022
Q2 | $103M | Buy |
27,325,304
+21,217,652
| +347% | +$94.2M | 0.01% | 898 |
|
|
2022
Q1 | $30.8M | Sell |
6,107,652
-51,773,083
| -89% | -$218M | ﹤0.01% | 1680 |
|
|
2021
Q4 | $192M | Buy |
57,880,735
+47,073,252
| +436% | +$170M | 0.02% | 584 |
|
|
2021
Q3 | $41.4M | Sell |
10,807,483
-8,945,888
| -45% | -$36.6M | 0.01% | 1424 |
|
|
2021
Q2 | $86.4M | Buy |
19,753,371
+4,751,945
| +32% | +$19.2M | 0.01% | 941 |
|
|
2021
Q1 | $54.1M | Buy |
15,001,426
+4,247,732
| +40% | +$16M | 0.01% | 1125 |
|
|
2020
Q4 | $47.7M | Sell |
10,753,694
-3,249,954
| -23% | -$12.2M | 0.01% | 1135 |
|
|
2020
Q3 | $40.6M | Buy |
14,003,648
+4,691,714
| +50% | +$15.9M | 0.01% | 1019 |
|
|
2020
Q2 | $31.8M | Buy |
9,311,934
+3,947,687
| +74% | +$12.8M | 0.01% | 1103 |
|
|
2020
Q1 | $17.5M | Sell |
5,364,247
-45,378,370
| -89% | -$233M | ﹤0.01% | 1369 |
|
|
2019
Q4 | $338M | Buy |
50,742,617
+43,176,595
| +571% | +$270M | 0.08% | 240 |
|
|
2019
Q3 | $46.3M | Buy |
7,566,022
+1,820,236
| +32% | +$11.8M | 0.01% | 902 |
|
|
2019
Q2 | $39.4M | Buy |
5,745,786
+1,271,758
| +28% | +$8.01M | 0.01% | 986 |
|
|
2019
Q1 | $28.7M | Sell |
4,474,028
-7,910,383
| -64% | -$56M | 0.01% | 1183 |
|
|
2018
Q4 | $82.4M | Buy |
12,384,411
+10,023,747
| +425% | +$64.4M | 0.02% | 592 |
|
|
2018
Q3 | $12.6M | Sell |
2,360,664
-70,012
| -3% | -$376K | ﹤0.01% | 2175 |
|
|
2018
Q2 | $12.2M | Sell |
2,430,676
-2,741,955
| -53% | -$17M | ﹤0.01% | 2139 |
|
|
2018
Q1 | $39.1M | Buy |
5,172,631
+1,232,140
| +31% | +$9.22M | 0.01% | 1081 |
|
|
2017
Q4 | $24.8M | Sell |
3,940,491
-900,896
| -19% | -$5.75M | 0.01% | 1479 |
|
|
2017
Q3 | $32.2M | Sell |
4,841,387
-2,674,274
| -36% | -$16.3M | 0.01% | 1203 |
|
|
2017
Q2 | $40.3M | Sell |
7,515,661
-13,110,909
| -64% | -$73.5M | 0.01% | 1028 |
|
|
2017
Q1 | $121M | Buy |
20,626,570
+16,340,750
| +381% | +$96.9M | 0.04% | 496 |
|
|
2016
Q4 | $21.4M | Sell |
4,285,820
-3,893,026
| -48% | -$20M | 0.01% | 1465 |
|
|
2016
Q3 | $39.5M | Sell |
8,178,846
-2,782,951
| -25% | -$13.2M | 0.01% | 988 |
|
|
2016
Q2 | $45.6M | Sell |
10,961,797
-21,411,231
| -66% | -$82.5M | 0.02% | 846 |
|
|
2016
Q1 | $123M | Buy |
32,373,028
+18,613,443
| +135% | +$56.7M | 0.05% | 419 |
|
|
2015
Q4 | $39.5M | Sell |
13,759,585
-18,538,915
| -57% | -$58.9M | 0.01% | 921 |
|
|
2015
Q3 | $94.3M | Sell |
32,298,500
-2,863,825
| -8% | -$10.2M | 0.03% | 494 |
|
|
2015
Q2 | $154M | Buy |
35,162,325
+3,310,031
| +10% | +$15.6M | 0.05% | 382 |
|
|
2015
Q1 | $141M | Sell |
31,852,294
-2,109,009
| -6% | -$10.3M | 0.05% | 389 |
|
|
2014
Q4 | $177M | Buy |
33,961,303
+7,388,701
| +28% | +$41.5M | 0.06% | 323 |
|
|
2014
Q3 | $148M | Sell |
26,572,602
-23,497,675
| -47% | -$150M | 0.06% | 368 |
|
|
2014
Q2 | $289M | Buy |
50,070,277
+21,048,236
| +73% | +$124M | 0.11% | 208 |
|
|
2014
Q1 | $157M | Sell |
29,022,041
-9,935,314
| -26% | -$47.4M | 0.07% | 328 |
|
|
2013
Q4 | $193M | Buy |
38,957,355
+5,400,746
| +16% | +$28.1M | 0.08% | 276 |
|
|
2013
Q3 | $173M | Buy |
33,556,609
+4,814,885
| +17% | +$22.6M | 0.08% | 267 |
|
|
2013
Q2 | $135M | Buy |
+28,741,724
| New | +$157M | 0.07% | 326 |
|
Other funds holding ITUB
OAG
WGI
Morgan Stanley's ITUB Position: Q1 2026 in Review
Morgan Stanley increased its Itaú Unibanco (ITUB) stake by 309% in Q1 2026, buying an estimated $77M and bringing the position to 12,179,414 shares worth $102M. The position accounts for 0.01% of the portfolio, ranked #1419.
Morgan Stanley first reported a position in ITUB in Q2 2013 and has held it in 52 quarters since. The position peaked at $338M in Q4 2019. 387 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.
- Morgan Stanley held 12,179,414 shares of Itaú Unibanco worth $102M as of Q1 2026.
- Morgan Stanley bought 9,198,791 Itaú Unibanco shares in Q1 2026, an estimated $77M.
- Itaú Unibanco made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #1419 holding.
- Morgan Stanley first reported a position in Itaú Unibanco in Q2 2013 and has held it in 52 quarters since.
- Morgan Stanley's Itaú Unibanco position peaked at $338M in Q4 2019.
- 387 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.