We are live on ! Find out more
ITUB icon

Itaú Unibanco

387 hedge funds and large institutions have $10B invested in Itaú Unibanco in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 154 increasing their positions, 123 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

25% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 123

24% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 49

15% more capital invested

Capital invested by funds: $8.72B → $10B (+$1.31B)

2% more funds holding

Funds holding: 381387 (+6)

0.92% less ownership

Funds ownership: 23.18%22.25% (-0.92%)

2% less call options, than puts

Call options by funds: $10.3M | Put options by funds: $10.5M

Holders
387
Holders Change
+6
Holders Change %
+1.57%
% of All Funds
4.77%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
61
Increased
154
Reduced
123
Closed
49
Calls
$10.3M
Puts
$10.5M
Net Calls
-$188K
Net Calls Change
+$4.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$709M +$454M +54,250,250 +179%
GQG Partners
2
GQG Partners
Florida
$684M -$128M -15,313,185 -16%
OAG
3
Orbis Allan Gray
Bermuda
$580M -$104M -12,412,943 -15%
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$509M -$68M -8,131,165 -11%
WGI
5
Westwood Global Investments
Massachusetts
$509M -$5.03M -601,575 -1%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$465M -$67.3M -8,043,686 -13%
BlackRock
7
BlackRock
New York
$463M +$143M +17,122,292 +45%
Robeco Institutional Asset Management
8
Robeco Institutional Asset Management
Netherlands
$458M -$32.5M -3,888,922 -7%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$387M -$77.7M -9,286,787 -17%
JP Morgan Chase
10
JP Morgan Chase
New York
$333M -$10.8M -1,287,370 -3%
Franklin Resources
11
Franklin Resources
California
$285M +$12.7M +1,523,054 +5%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$266M -$40.7M -4,867,055 -13%
Fisher Asset Management
13
Fisher Asset Management
Washington
$240M +$625K +74,687 +0.3%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$174M -$11.1M -1,332,601 -6%
CC
15
Carrhae Capital
United Kingdom
$171M +$171M +20,443,133 New
VCM
16
Vanguard Capital Management
Pennsylvania
$170M +$169M +20,252,308 New
Two Sigma Investments
17
Two Sigma Investments
New York
$168M +$99M +11,838,101 +143%
IUHSA
18
Itau Unibanco Holding S.A.
Brazil
$166M -$9.15M -1,094,071 -5%
Dodge & Cox
19
Dodge & Cox
California
$161M +$412K +49,271 +0.3%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$129M -$229M -27,390,411 -64%
Goldman Sachs
21
Goldman Sachs
New York
$129M +$51.5M +6,152,491 +67%
State Street
22
State Street
Massachusetts
$112M -$2.98M -356,015 -3%
PL
23
Perpetual Ltd
Australia
$111M -$1.71M -204,300 -2%
NC
24
Northcape Capital
Australia
$108M +$307K +36,709 +0.3%
OCM
25
Oaktree Capital Management
California
$102M -$13.7M -1,633,752 -12%