Holders over time
- ITUB
- JPM
| Quarter | ITUB | JPM |
|---|---|---|
| Q3 2020 | 4 holders, $289m | 35 holders, $33.0bn |
| Q4 2020 | 6 holders, $499m | 32 holders, $45.6bn |
| Q1 2021 | 4 holders, $423m | 32 holders, $49.9bn |
| Q2 2021 | 4 holders, $588m | 31 holders, $48.4bn |
| Q3 2021 | 5 holders, $511m | 31 holders, $48.9bn |
| Q4 2021 | 4 holders, $255m | 34 holders, $46.1bn |
| Q1 2022 | 7 holders, $641m | 35 holders, $37.9bn |
| Q2 2022 | 5 holders, $328m | 37 holders, $30.9bn |
| Q3 2022 | 6 holders, $395m | 41 holders, $26.8bn |
| Q4 2022 | 8 holders, $369m | 33 holders, $80.3bn |
| Q1 2023 | 6 holders, $264m | 34 holders, $33.4bn |
| Q2 2023 | 8 holders, $305m | 34 holders, $38.7bn |
| Q3 2023 | 9 holders, $293m | 32 holders, $39.4bn |
| Q4 2023 | 12 holders, $503m | 30 holders, $45.0bn |
| Q1 2024 | 8 holders, $559m | 37 holders, $52.6bn |
| Q2 2024 | 14 holders, $876m | 36 holders, $52.8bn |
| Q3 2024 | 14 holders, $756m | 29 holders, $50.1bn |
| Q4 2024 | 12 holders, $721m | 30 holders, $55.8bn |
| Q1 2025 | 11 holders, $914m | 35 holders, $51.3bn |
| Q2 2025 | 11 holders, $1.7bn | 38 holders, $59.8bn |
| Q3 2025 | 12 holders, $1.8bn | 36 holders, $63.3bn |
| Q4 2025 | 13 holders, $1.9bn | 36 holders, $57.9bn |
| Q1 2026 | 14 holders, $2.2bn | 39 holders, $51.7bn |
| Q2 2026 | 10 holders, $1.8bn | 43 holders, $54.6bn |
Itau Unibanco HLDG SA
- Holders
- 13
- Reported value
- $1.9bn
- Buyers
- 28
- Sellers
- 8
Breadth +20 among 92 comparable managers.
JPMorgan Chase & Co
- Holders
- 36
- Reported value
- $57.9bn
- Buyers
- 18
- Sellers
- 25
Breadth -7 among 92 comparable managers.
Who holds both, Q4 2025
Both (8)
Arrowstreet Capital LP, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Man Group PLC, Two Sigma Investments LP, Viking Global Investors LP, Wellington Management Group LLP
Only ITUB (5)
Baillie Gifford & Co, First Eagle Investment Management LLC, Oaktree Capital Management LP, Renaissance Technologies LLC, Voloridge Investment Management LLC
Only JPM (28)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, and 3 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.