Itau Unibanco Holding SA (ITUB) — Hedge Fund Ownership Q1 2026
ITUB
- Itau Unibanco Holding SA (ITUB) is held by 4 of 84 tracked hedge funds, with Oaktree Capital Management (3%) and Dodge & Cox (0.1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in ITUB holdings came from First Eagle Investment Management (+19%) and Dodge & Cox (+0.3%), highlighting conviction.
- The biggest decreases in ITUB holdings came from Oaktree Capital Management (-12%), suggesting profit-taking or de-risking.
- 1 hedge fund exited ITUB.
- Overall, hedge funds decreased exposure to Itau Unibanco Holding SA (ITUB) by -46% vs the prior quarter and +30% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Oaktree Capital Management Howard Marks
|
2.52% | 12.2M | -11.82% | +75.61% | $102.1M | $8.38 | — |
| 2 |
Dodge & Cox
|
0.09% | 19.2M | +0.26% | +9.58% | $160.6M | $8.38 | — |
| 3 |
First Eagle Investment Management
|
0.05% | 3.3M | +18.55% | +61.32% | $27.8M | $8.38 | — |
| 4 |
Pzena Investment Management Richard Pzena
|
0.01% | 225K | — | -44.94% | $1.9M | $8.38 | — |
| — |
Viking Global Investors Andreas Halvorsen
|
— | — | EXITED | — | — | — | — |
| 4 | Total | — | 34.9M | -45.78% | +29.74% | $292.4M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.