Itaú Unibanco Ownership | Who Owns Itaú Unibanco?
Itaú Unibanco Ownership Summary
Itaú Unibanco is owned by 6.27% institutional investors, 0.01% insiders, and 93.72% retail investors. Schroder investment management group is the largest institutional shareholder, holding 0.76% of ITUB shares. Fidelity Series Emerging Markets Opps is the top mutual fund, with 0.34% of its assets in Itaú Unibanco shares.
ITUB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Itaú Unibanco | 6.27% | 0.01% | 93.72% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Schroder investment management group | 74.12M | 0.76% | $370.58M |
| Westwood global investments | 59.44M | 0.60% | $347.13M |
| Fmr | 51.04M | 0.52% | $253.18M |
| Fisher asset management | 50.62M | 0.52% | $251.09M |
| Arrowstreet capital, limited partnership | 48.02M | 0.49% | $238.17M |
| Jpmorgan chase | 47.49M | 0.49% | $235.55M |
| Robeco institutional asset management b.v. | 39.66M | 0.41% | $196.70M |
| Franklin resources | 28.39M | 0.29% | $140.81M |
| Vanguard group | 23.04M | 0.24% | $114.30M |
| Blackrock | 22.43M | 0.23% | $130.99M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Vinland capital management gestora de recursos ltda. | 3.58M | 20.51% | $722.53M |
| Seafarer capital partners | 10.17M | 19.19% | $50.46M |
| Westwood global investments | 59.44M | 17.30% | $347.13M |
| Breakout capital partners, lp | 2.89M | 14.72% | $14.33M |
| Constellation investimentos e participacoes ltda | 2.54M | 12.19% | $12.60B |
| Northcape capital pty | 9.77M | 7.75% | $48.44M |
| Moon capital management lp | 1.00M | 3.77% | $4.96M |
| Itau unibanco | 17.52M | 2.70% | $86.89M |
| Inca investments | 1.13M | 2.32% | $5.63M |
| Gmt capital | 5.67M | 1.37% | $28.12M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 51.04M | 0.02% | 27.56M |
| D. e. shaw | 14.33M | 0.05% | 14.33M |
| Renaissance | 10.96M | 0.08% | 4.69M |
| Verition fund management | 4.41M | 0.09% | 4.28M |
| Arrowstreet capital, limited partnership | 48.02M | 0.19% | 4.15M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| William blair investment management | 14.10M | 0.17% | -28.96M |
| Orbis allan gray | - | - | -19.25M |
| Price t rowe associates inc /md/ | 5.61M | 0.00% | -13.94M |
| Two sigma investments, lp | 224.00K | 0.00% | -11.82M |
| Oaktree capital management lp | - | - | -9.08M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Moon capital management lp | 1.00M | 3.77% | 1.00M | $4.96M |
| Raymond james financial | 386.63K | 0.00% | 386.63K | $1.92M |
| Madison investment advisors | 373.87K | 0.02% | 373.87K | $1.85M |
| Boston partners | 253.03K | 0.00% | 253.03K | $1.48M |
| Simplex trading | 237.52K | 0.00% | 237.52K | $1.39M |
Sold Out
| Holder | Change |
|---|---|
| Northwest financial advisors | -77.00 |
| Rosenberg matthew hamilton | -81.00 |
| Srs capital advisors | -120.00 |
| Opal wealth advisors | -173.00 |
| Planned solutions | -185.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 225 | -37.15% | 613,390,920 | -31.55% | 6 | 7.61% | 89 | -46.39% | 91 | -20.87% |
| Sep 30, 2024 | 354 | 3.21% | 895,386,962 | 7.15% | 9 | 12.66% | 165 | 13.01% | 114 | -5.00% |
| Jun 30, 2024 | 341 | 3.65% | 835,646,116 | 3.12% | 8 | 12.41% | 145 | -2.68% | 120 | 9.09% |
| Mar 31, 2024 | 329 | 2.81% | 810,382,482 | -3.29% | 8 | 11.31% | 149 | -11.83% | 110 | 27.91% |
| Dec 31, 2023 | 320 | 9.97% | 837,990,769 | 2.64% | 8 | 12.32% | 169 | 39.67% | 86 | -13.13% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Series Emerging Markets Opps | 36.99M | 0.34% | - |
| American Funds New World A | 24.09M | 0.22% | 1.31M |
| Capital Group New Geography Equity Comp | 20.72M | 0.21% | -2.74M |
| iShares Latin America 40 ETF | 17.09M | 0.16% | - |
| Schroder Emerging Markets Equity | 14.21M | 0.15% | -1.60M |
| Carmignac Patrimoine A EUR Acc | 13.08M | 0.12% | - |
| Dodge & Cox Worldwide Global Stk USD Acc | 12.74M | 0.12% | -155.65K |
| Robeco Emerging Stars Equities D € | 12.50M | 0.12% | - |
| Hartford Schroders Emerging Mkts Eq I | 12.11M | 0.11% | -2.71M |
| JPMorgan Emerging Markets Equity L | 12.10M | 0.11% | -469.36K |
ITUB Ownership FAQ
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