SEC 13F Intelligence

Oaktree Fund Advisors, LLC / ITUB

Oaktree Fund Advisors, LLC’s Itau Unibanco Hldg S A Position

Does Oaktree Fund Advisors, LLC own Itau Unibanco Hldg S A (ITUB)? Yes761.8K shares worth $6M (+11.21% of its 13F portfolio) as of Q1 2026, down from 775.9K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
761.8K
% of Portfolio
+11.21%
Quarters Held
19
currently held

Position History ITUB

Reported value by quarter
Q2 ’21: $20,000Q2 ’21Q3 ’21: $51,000Q4 ’21: $4MQ1 ’22: $6MQ1 ’22Q2 ’22: $5MQ3 ’22: $7MQ4 ’22: $4MQ4 ’22Q1 ’23: $6MQ2 ’23: $5MQ3 ’23: $5MQ3 ’23Q4 ’23: $6MQ1 ’24: $6MQ2 ’24: $4MQ2 ’24Q3 ’24: $4MQ1 ’25: $2MQ2 ’25: $4MQ2 ’25Q3 ’25: $6MQ4 ’25: $6MQ1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026761.8K$6M+11.21%
Q4 2025775.9K$6M+10.28%
Q3 2025752.6K$6M+10.17%
Q2 2025656.8K$4M+7.74%
Q1 2025454.0K$2M+3.63%
Q3 2024616.4K$4M+4.63%
Q2 2024717.8K$4M+3.94%
Q1 2024923.9K$6M+5.75%
Q4 2023901.7K$6M+5.62%
Q3 2023866.3K$5M+4.66%
Q2 2023859.1K$5M+4.30%
Q1 20231.28M$6M+5.91%
Q4 2022955.2K$4M+6.72%
Q3 20221.39M$7M+11.21%
Q2 20221.24M$5M+9.28%
Q1 2022970.1K$6M+9.05%
Q4 2021948.5K$4M+7.28%
Q3 20219.7K$51,000+4.96%
Q2 20213.3K$20,000+1.90%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Oaktree Fund Advisors, LLC’s full portfolio or all institutional holders of ITUB.