Itaú Unibanco Ownership | Who Owns Itaú Unibanco?


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Itaú Unibanco Ownership Summary


Itaú Unibanco is owned by 10.76% institutional investors, and 89.24% retail investors. Gqg partners is the largest institutional shareholder, holding 0.91% of ITUB shares. Fidelity Series Emerging Markets Opps is the top mutual fund, with 0.30% of its assets in Itaú Unibanco shares.

ITUB Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockItaú Unibanco10.76%-89.24%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryRegional Banks Stocks53.95%12.38%33.68%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Gqg partners91.60M0.91%$621.94M
Orbis allan gray84.54M0.84%$574.05M
Schroder investment management group71.02M0.70%$482.22M
Fisher asset management61.50M0.61%$417.57M
Westwood global investments59.44M0.60%$347.13M
Arrowstreet capital, limited partnership55.85M0.55%$379.24M
Fmr51.04M0.52%$253.18M
Jpmorgan chase47.49M0.49%$235.55M
Robeco institutional asset management b.v.41.28M0.41%$280.32M
Franklin resources28.39M0.29%$140.81M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Breakout capital partners, lp3.18M21.13%$21.58M
Seafarer capital partners11.19M20.75%$75.99M
Vinland capital management gestora de recursos ltda.3.58M20.51%$722.53M
Westwood global investments59.44M17.30%$347.13M
Northcape capital pty9.77M7.75%$48.44M
Oaktree fund advisors656.76K7.74%$4.46M
Itau unibanco22.01M3.53%$93.42M
Inca investments1.25M3.29%$8.47M
Orbis allan gray84.54M2.79%$574.05M
Ramirez asset management2.16M2.22%$14.69M

Top Buyers

HolderShares% AssetsChange
Orbis allan gray84.54M2.79%43.15M
Fmr51.04M0.02%27.56M
Capital research global investors28.89M0.04%15.19M
D. e. shaw14.33M0.05%14.33M
Gqg partners91.60M0.89%13.86M

Top Sellers

HolderShares% AssetsChange
Price t rowe associates inc /md/5.61M0.00%-13.94M
Two sigma investments, lp224.00K0.00%-11.82M
B. metzler seel. sohn770.74K0.05%-7.87M
Man group177.56K0.00%-7.50M
Two sigma advisers, lp---6.37M

New Positions

HolderShares% AssetsChangeValue
Pictet asset management sa1.43M0.01%1.43M$9.71M
Zeno equity partners llp556.22K1.64%556.22K$3.80M
Balyasny asset management550.56K0.01%550.56K$3.74M
Madison investment advisors373.87K0.02%373.87K$1.85M
Boston partners253.03K0.00%253.03K$1.48M

Sold Out

HolderChange
Northwest financial advisors-77.00
Rosenberg matthew hamilton-81.00
Richardson financial services-103.00
Creekmur asset management-110.00
Ifp advisors-117.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20253416.23%1,088,649,87914.03%1013.91%168-32.80%112103.64%
Mar 31, 2025319-5.62%953,786,95714.11%812.03%24879.71%55-59.26%
Dec 31, 2024225-37.15%613,390,920-31.55%67.61%89-46.39%91-20.87%
Sep 30, 20243543.21%895,386,9627.15%912.66%16513.01%114-5.00%
Jun 30, 20243413.65%835,646,1163.12%812.41%145-2.68%1209.09%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Fidelity Series Emerging Markets Opps32.78M0.30%-4.98M
American Funds New World A24.09M0.22%-
Capital Group New Geography Equity Comp24.09M0.22%-
Templeton Emg Mkts Eq23.62M0.22%19.55M
iShares Latin America 40 ETF19.37M0.18%-
Schroder Emerging Markets Equity14.21M0.15%-1.60M
American Funds Capital World Gr&Inc A14.52M0.13%14.52M
Capital Group World Growth & Inc Cmp14.52M0.13%14.52M
Robeco Emerging Stars Equities D €14.46M0.13%1.06M
T. Rowe Price Emerging Markets Eq Tr-A13.60M0.13%10.90M

ITUB Ownership FAQ


Who Owns Itaú Unibanco?

Itaú Unibanco shareholders are primarily institutional investors at 10.76%, followed by 0% insiders and 0% retail investors. The average institutional ownership in Itaú Unibanco's industry, Regional Banks Stocks, is 53.95%, which Itaú Unibanco falls below.

Who owns the most shares of Itaú Unibanco?

Itaú Unibanco’s largest shareholders are Gqg partners (91.6M shares, 0.91%), Orbis allan gray (84.54M shares, 0.84%), and Schroder investment management group (71.02M shares, 0.70%). Together, they hold 2.44% of Itaú Unibanco’s total shares outstanding.

Does Blackrock own Itaú Unibanco?

BlackRock is not among the top 10 institutional shareholders of Itaú Unibanco.

Who is Itaú Unibanco’s biggest shareholder by percentage of total assets invested?

Breakout capital partners, lp is Itaú Unibanco’s biggest shareholder by percentage of total assets invested, with 21.13% of its assets in 3.18M Itaú Unibanco shares, valued at 21.58M$.

Who is the top mutual fund holder of Itaú Unibanco shares?

Fidelity Series Emerging Markets Opps is the top mutual fund holder of Itaú Unibanco shares, with 0.30% of its total shares outstanding invested in 32.78M Itaú Unibanco shares.

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