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ITUB Itau Unibanco Holding SA

Financials, filed as ITAU UNIBANCO HLDG S A (SPON ADR REP PFD), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 2

  • 5 Owners
  • Max 1.4%
  • $277M
  • 1 new 1 add 2 reduce 1 small

In 2026 Q2 Ron Baron opened a position in Itau Unibanco, First Eagle Investment Management added, and Dodge & Cox and Richard Pzena trimmed.

Who owns this now

Largest portfolio weights among holders, up to 1.4% (Howard Marks, Oaktree Capital Management). Not free-float ownership.

  1. Howard Marks Reduce 1.4%
  2. Dodge & Cox Reduce 0.08%
  3. First Eagle Investment Manage... Add 0.05%

Who owns ITUB

Sorted by value, long equity only, as of 2026 Q2.

History
Dodge & Cox 0.08%, was 0.09% Reduce −5.1% 18,185,181 $149M History
Howard Marks, Oaktree Capital Management 1.4%, was 1.6% Small trim −1.7% 11,977,665 $98M History
First Eagle Investment Management 0.05% Add +6.8% 3,536,156 $29M History
Ron Baron, Bamco Inc. (Baron Capital) <0.01% New <0.01% 83,966 $686K History
Richard Pzena, Pzena Investment Management <0.01% Reduce −64.4% 80,241 $656K History

5 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by ITUB's executives, directors and 10% owners in the last 12 months, from their Form 4s

All ITUB insider trades
  • None no insider bought on the open market
  • None no sales outside a trading plan
  • None no planned (10b5-1) sales

No open-market buys or sales on file.

Also filed in the last 12 months, not counted as buying or selling: 13 stock grants and 6 trades in other securities.

SEC filings

Recent issuer filings from EDGAR, 25 shown.

Filed Form Detail Links
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Source: SEC EDGAR submissions, updated 18 days ago. All on EDGAR

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.