Which funds own ITUB
Itau Unibanco HLDG S A in the Q2 2026 filings. At least 8 of the 91 current managers on file reported a position, worth $1.6bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went the other way: 8 managers trimmed or sold out against 3 buying.
- Managers holding
- 8
- at least, of 91 current
- Combined value
- $1.6bn
- as reported
- Opened
- 0
- new this quarter
- Added to
- 3
- already held
- Trimmed or sold out
- 8
- 3 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Capital Research Global Investors Long-only · $717bn book | $776m | 0.1% | 94,959,700 | +$67m+10,350,375 | Added |
| Arrowstreet Capital LP Quantitative · $225bn book | $370m | 0.2% | 45,301,864 | -$95m-10,180,016 | Trimmed |
| Dodge & Cox Activist · $191bn book | $149m | 0.1% | 18,185,181 | -$12m-984,200 | Trimmed |
| Oaktree Capital Management LP Activist · $7.2bn book | $98m | 1.4% | 11,977,665 | -$4.3m-211,330 | Trimmed |
| Man Group PLC Quantitative · $62.7bn book | $74m | 0.1% | 9,009,573 | +$23m+2,972,417 | Added |
| Baillie Gifford & Co Long-only · $110bn book | $58m | 0.1% | 7,146,490 | -$11m-1,085,485 | Trimmed |
| Voloridge Investment Management LLC Quantitative · $23.5bn book | $53m | 0.2% | 6,507,298 | -$2.2m-104,726 | Trimmed |
| First Eagle Investment Management LLC Activist · $60.8bn book | $29m | 0.0% | 3,536,156 | +$1.1m+223,846 | Added |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Renaissance Technologies LLC · Quantitative$41m held before
- Acadian Asset Management LLC · Quantitative$4.1m held before
- Brevan Howard Capital Management LP · Macro$3.5m held before
Ownership through time
At least 10 of the 95 managers whose filings are on file listed ITUB in Q2 2026, against 13 in Q2 2013. 4 managers fewer than in Q1 2026: 4 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2013: 13
- Q3 2013: 7
- Q4 2013: 7
- Q1 2014: 9
- Q2 2014: 12
- Q3 2014: 14
- Q4 2014: 10
- Q1 2015: 10
- Q2 2015: 8
- Q3 2015: 8
- Q4 2015: 5
- Q1 2016: 7
- Q2 2016: 8
- Q3 2016: 11
- Q4 2016: 12
- Q1 2017: 14
- Q2 2017: 11
- Q3 2017: 12
- Q4 2017: 10
- Q1 2018: 13
- Q2 2018: 9
- Q3 2018: 6
- Q4 2018: 11
- Q1 2019: 10
- Q2 2019: 10
- Q3 2019: 10
- Q4 2019: 9
- Q1 2020: 8
- Q2 2020: 6
- Q3 2020: 4
- Q4 2020: 6
- Q1 2021: 4
- Q2 2021: 4
- Q3 2021: 5
- Q4 2021: 4
- Q1 2022: 7
- Q2 2022: 5
- Q3 2022: 6
- Q4 2022: 8
- Q1 2023: 6
- Q2 2023: 8
- Q3 2023: 9
- Q4 2023: 12
- Q1 2024: 8
- Q2 2024: 14
- Q3 2024: 14
- Q4 2024: 12
- Q1 2025: 11
- Q2 2025: 11
- Q3 2025: 12
- Q4 2025: 13
- Q1 2026: 14
- Q2 2026: 10
- Q2 2013: $1.6bn
- Q3 2013: $1.5bn
- Q4 2013: $1.2bn
- Q1 2014: $1.3bn
- Q2 2014: $1.7bn
- Q3 2014: $1.3bn
- Q4 2014: $1.1bn
- Q1 2015: $1.0bn
- Q2 2015: $1.0bn
- Q3 2015: $707m
- Q4 2015: $527m
- Q1 2016: $702m
- Q2 2016: $1.0bn
- Q3 2016: $1.1bn
- Q4 2016: $1.2bn
- Q1 2017: $2.1bn
- Q2 2017: $1.8bn
- Q3 2017: $2.0bn
- Q4 2017: $2.1bn
- Q1 2018: $3.1bn
- Q2 2018: $1.7bn
- Q3 2018: $1.6bn
- Q4 2018: $2.1bn
- Q1 2019: $1.9bn
- Q2 2019: $2.6bn
- Q3 2019: $2.5bn
- Q4 2019: $2.4bn
- Q1 2020: $1.0bn
- Q2 2020: $820m
- Q3 2020: $289m
- Q4 2020: $499m
- Q1 2021: $423m
- Q2 2021: $588m
- Q3 2021: $511m
- Q4 2021: $255m
- Q1 2022: $641m
- Q2 2022: $328m
- Q3 2022: $395m
- Q4 2022: $369m
- Q1 2023: $264m
- Q2 2023: $305m
- Q3 2023: $293m
- Q4 2023: $503m
- Q1 2024: $559m
- Q2 2024: $876m
- Q3 2024: $756m
- Q4 2024: $721m
- Q1 2025: $914m
- Q2 2025: $1.7bn
- Q3 2025: $1.8bn
- Q4 2025: $1.9bn
- Q1 2026: $2.2bn
- Q2 2026: $1.8bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
No manager on file started a position.
Largest increases, by shares
- Capital Research Global Investors84,609,325 to 94,959,700 shares+$85m
- Man Group PLC6,037,156 to 9,009,573 shares+$24m
- First Eagle Investment Management LLC3,312,310 to 3,536,156 shares+$1.8m
- Capital World Investors6,262,952 to 6,266,426 shares+$28k
Largest decreases, by shares
- Arrowstreet Capital LP55,481,880 to 45,301,864 shares-$83m
- Two Sigma Investments LP20,088,181 to 14,050,490 shares-$49m
- Baillie Gifford & Co8,231,975 to 7,146,490 shares-$8.9m
- Dodge & Cox19,169,381 to 18,185,181 shares-$8.0m
- Oaktree Capital Management LP12,188,995 to 11,977,665 shares-$1.7m
Left it
No manager on file is shown leaving it.
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Capital Research Global Investors | Q2 2013 | $776m | $776m | |
| Arrowstreet Capital LP | Q1 2017 | $465m | $370m | |
| Dodge & Cox | Q3 2016 | $163m | $149m | |
| Two Sigma Investments LP | Q2 2013 | $168m | $115m | |
| Oaktree Capital Management LP | Q2 2013 | $157m | $98m | |
| Man Group PLC | Q1 2018 | $123m | $74m | |
| Baillie Gifford & Co | Q2 2013 | $519m | $58m | |
| Voloridge Investment Management LLC | Q3 2014 | $92m | $53m | |
| Capital World Investors | Q2 2014 | $929m | $51m | |
| First Eagle Investment Management LLC | Q3 2021 | $29m | $29m | |
| MFS Investment Management | Q2 2013 | $756m | last listed Q2 2016 | |
| Fidelity (FMR LLC) | Q2 2013 | $482m | last listed Q4 2019 | |
| Invesco Ltd | Q2 2019 | $424m | last listed Q2 2020 | |
| Wellington Management Group LLP | Q2 2013 | $349m | last listed Q1 2026 | |
| T. Rowe Price Associates Inc | Q2 2024 | $204m | last listed Q1 2026 | |
| Viking Global Investors LP | Q4 2025 | $203m | last listed Q4 2025 | |
| AQR Capital Management LLC | Q2 2013 | $202m | last listed Q1 2019 | |
| Renaissance Technologies LLC | Q2 2013 | $182m | last listed Q1 2026 | |
| D. E. Shaw & Co. | Q2 2014 | $98m | last listed Q1 2025 | |
| Marshall Wace LLP | Q3 2014 | $57m | last listed Q4 2024 |
What ITUB is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around ITUB →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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