Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ITAU UNIBANCO HLDG S A (ITUB)

365 + 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
↑ +41
Streak
3Q ▲
Buyers last Q
72%

Smart Money Signals — ITUB

Based on 358 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
358 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.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+50 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 72% buying

277 buying110 selling
Last quarter: 277 funds were net buyers (69 opened a brand new position + 208 added to an existing one). Only 110 were sellers (82 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+29 vs last Q)

new funds entering per quarter
Funds opening a new ITUB position: 41 → 49 → 40 → 69. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 16% new
236 out of 358 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.
💎

Buying through price weakness — shares +7%, value -92%

Value
-91%
Shares
+6%
Last quarter: funds added +7% more shares while total portfolio value only changed -92%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

36 → 41 → 49 → 40 → 69 new funds/Q
New funds entering each quarter: 41 → 49 → 40 → 69. A growing number of institutions are discovering ITUB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 73% of holders stayed 2+ years

■ 73% veterans ■ 10% 1-2yr ■ 17% new
Of 365 current holders: 268 (73%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
41 of 358 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

49 top-rated funds 7 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: ITUB
2026 Q1 Stats Unlock in 16 days 365 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 365 329 10.94%
13F Shares 1.22B 1.14B 6.83%
Total Value $8.56B $101.03B -91.53%
New Positions 69 41 +28
Increased Positions 217 154 +63
Closed Positions 30 33 -3
Reduced Positions 91 112 -21
Total Calls 4 9 -55.56%
Total Puts 5 5 -
PUT/CALL Ratio 1.25 0.56 Bearish

Statistics: ITUB

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

365 + investors

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

Top 25 institutional holders of ITUB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TT International Asset Management LTD 8.72% 9,533,122 $79.9M
2 INCA Investments LLC 2.33% 783,087 $6.6M
3 Perpetual Ltd 1.71% 13,273,095 $111.2M
4 QUATTRO FINANCIAL ADVISORS LLC 0.86% 339,900 $2.8M
5 Robeco Institutional Asset Management B.V. 0.65% 54,692,228 $458.3M
6 Moran Wealth Management, LLC 0.26% 1,011,349 $8.5M
7 DELTEC ASSET MANAGEMENT LLC 0.24% 159,333 $1.3M
8 NATURAL INVESTMENTS, LLC 0.23% 110,004 —
9 Legacy Wealth Asset Management, LLC 0.21% 101,939 $854K
10 DEPRINCE RACE & ZOLLO INC 0.17% 1,092,846 $9.2M
11 BLUEFIN CAPITAL MANAGEMENT, LLC 0.16% 92,698 $664K
12 Banque Cantonale Vaudoise 0.15% 478,138 $4.0M
13 Athena Wealth Management, LLC 0.11% 16,074 $115K
14 PROFUND ADVISORS LLC 0.11% 356,049 $3.0M
15 USS Investment Management Ltd 0.09% 2,861,917 $24.0M
16 Naviter Wealth, LLC 0.08% 78,193 $661K
17 Generali Investments CEE, investicni spolecnost, a.s. 0.08% 186,841 $1.6M
18 Brooklyn Investment Group 0.08% 312,458 $2.6M
19 Frank, Rimerman Advisors LLC 0.07% 121,738 $1.0M
20 BI Asset Management Fondsmaeglerselskab A/S 0.06% 701,153 $6K
21 LGT Fund Management Co Ltd. 0.06% 167,417 $1.4M
22 Flatrock Wealth Partners LLC 0.05% 13,596 $115K
23 GUARDCAP ASSET MANAGEMENT Ltd 0.03% 67,718 $567K
24 Sunpointe, LLC 0.03% 11,054 $93K
25 HSBC HOLDINGS PLC 0.03% 6,579,735 $55.1M
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 — 3 quarters in a row: For 3 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?

More buyers than sellers — 72% buying: Last quarter: 277 funds were net buyers (69 opened a brand new position + 208 added to an existing one). Only 110 were sellers (82 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ITUB holders?

Strong quality — 37% AUM from major funds: 41 of 358 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ITUB?

66% of holders stayed for 2+ years: 236 out of 358 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.

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.