Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Itau Unibanco Hldg S A (ITUB)

383 + Investors. Track Smart Money conviction in ITUB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
4Q ▲
Buyers last Q
55%

Smart Money Signals — ITUB

Based on 386 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added ITUB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
386 hedge funds hold ITUB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +26% more funds vs a year ago

fund count last 6Q
+79 new funds entered over the past year (+26% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

221 buying178 selling
Last quarter: 221 funds bought or added vs 178 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~70 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 50 → 42 → 73 → 70. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 17% medium ■ 20% new
240 out of 386 hedge funds have held ITUB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

42 → 50 → 42 → 73 → 70 new funds/Q
New funds entering each quarter: 50 → 42 → 73 → 70. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 69% veterans vs 22% newcomers

■ 69% veterans ■ 9% 1-2yr ■ 22% new
Entry-cohort mix of 394 holders: 273 (69%) are 2+ year veterans, 36 entered 1–2 years ago, and 85 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
52 of 384 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in ITUB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ITUB

In 2026 Q1, 221 hedge funds were net buyers of ITUB (70 opened a new position, 151 added to an existing one), while 178 reduced or exited (120 trimmed, 58 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in ITUB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 386.

Hedge Fund Ownership: ITUB

How many hedge funds hold ITUB — quarterly history vs. share price
Quarterly hedge fund ownership of ITUB vs. share price

Market Analysis: ITUB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ITUB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Itau Unibanco Hldg S A (ITUB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ITUB has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
ITUB
-5.1%
XLF
+9.5%

ITUB outperformed XLF by -14.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
ITUB
+1.4%
XLF
+5.8%

Since the filing became public, ITUB outperformed XLF by -4.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 13 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: ITUB
383 + Investors

Track Smart Money conviction in ITUB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 383 374 2.41%
13F Shares 1.15B 1.22B -5.6%
Total Value $9.33B $8.57B 8.82%
New Positions 69 73 -4
Increased Positions 150 213 -63
Closed Positions 60 28 +32
Reduced Positions 116 81 +35
Total Calls 6 4 50.0%
Total Puts 4 5 -20.0%
PUT/CALL Ratio 0.67 1.25 Bullish

Statistics: ITUB

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

383 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ITUB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ITUB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Seafarer Capital Partners, LLC 20.98% 10,909,142 $91.4M
2 Westwood Global Investments, LLC 18.97% 60,727,358 $508.9M
3 Breakout Capital Partners, LP 15.86% 3,291,424 $27.6M
4 Northcape Capital Pty Ltd 12.51% 12,941,017 $108.4M
5 Oaktree Fund Advisors, LLC 11.22% 761,827 $6.4M
6 TT International Asset Management LTD 8.72% 9,533,122 $79.9M
7 WIM INVESTMENT MANAGEMENT Ltd 5.96% 2,398,610 $20.1M
8 Carrhae Capital LLP 5.13% 20,443,133 $171.3M
9 Haven Global Partners, LLC 4.48% 567,982 $4.8M
10 Aragon Global Management, LP 3.82% 653,968 $5.5M
11 Itau Unibanco Holding S.A. 3.63% 21,106,153 $151.3M
12 Matthews International Capital Management LLC 3.29% 968,644 $8.1M
13 Seaview Investment Managers LLC 3.22% 1,065,486 $8.9M
14 Orbis Allan Gray Ltd 2.45% 69,269,672 $580.5M
15 Ramirez Asset Management, Inc. 2.38% 2,355,376 $19.8M
16 INCA Investments LLC 2.33% 783,087 $6.6M
17 Gemsstock Ltd. 2.13% 2,408,113 $20.2M
18 Perpetual Ltd 1.71% 13,273,095 $111.2M
19 Oaktree Capital Management LP 1.63% 12,188,995 $102.1M
20 VPR Management LLC 1.47% 438,013 $3.7M
21 Carmignac Gestion 1.11% 8,630,222 $72.3M
22 GQG Partners LLC 1.08% 81,646,220 $684.2M
23 Todd Asset Management LLC 1.03% 6,286,672 $52.7M
24 BTG Pactual Asset Management US LLC 0.97% 1,343,809 $11.3M
25 William Blair Investment Management, LLC 0.88% 31,684,708 $265.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Itau Unibanco Hldg S A (ITUB)

What does the Smart Money Trend signal show for ITUB?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added ITUB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ITUB?

Slight buying edge — 55% buying: Last quarter: 221 funds bought or added vs 178 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ITUB holders?

Elite ownership — 43% AUM from top-100 funds: 52 of 384 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in ITUB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ITUB?

62% of holders stayed for 2+ years: 240 out of 386 hedge funds have held ITUB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Itau Unibanco Hldg S A (ITUB) following the 2026 Q1 hedge fund 13F filings?

As of today, ITUB has moved +1.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -4.4%. Since the quarter end (March 31, 2026), ITUB has gained -5.1% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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