Richard Pzena's ITUB Position Overview
Richard Pzena (via Pzena Investment Management LLC) currently holds 408,895 shares of Itaú Unibanco Holding S.A. (ITUB) worth $3 M, representing 0.01% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Richard Pzena has maintained a strategic position in ITUB, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2021, adding 224,006 shares. Largest reduction occurred in Q1 2023, reducing 58,429 shares.
Analysis based on 13F filings available since 2013 Q2
Richard Pzena's Itaú Unibanco Holding (ITUB) Holding Value Over Time
Track share changes against reported price movement
Quarterly Itaú Unibanco Holding (ITUB) Trades by Richard Pzena
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2020 | +47,431 | New Buy | 47,431 | $5.54 |
| Q1 2021 | +224,006 | Add 472.28% | 271,437 | $4.51 |
| Q2 2021 | -24,565 | Reduce 9.05% | 246,872 | $5.46 |
| Q1 2022 | +122,285 | Add 49.53% | 369,157 | $5.19 |
| Q2 2022 | +8,961 | Add 2.43% | 378,118 | $3.89 |
| Q1 2023 | -58,429 | Reduce 15.45% | 319,689 | $4.43 |
| Q2 2023 | -6,148 | Reduce 1.92% | 313,541 | $5.36 |
| Q3 2023 | -16,473 | Reduce 5.25% | 297,068 | $4.88 |
| Q4 2023 | -44,373 | Reduce 14.94% | 252,695 | $6.32 |
| Q1 2024 | +1,035 | Add 0.41% | 253,730 | $6.30 |
| Q3 2024 | +155,168 | Add 61.15% | 408,898 | $6.05 |
| Q1 2025 | -3 | Reduce 0.00% | 408,895 | $5.50 |
Richard Pzena's Itaú Unibanco Holding Investment FAQs
Richard Pzena first purchased Itaú Unibanco Holding S.A. (ITUB) in Q4 2020, acquiring 47,431 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena has held Itaú Unibanco Holding S.A. (ITUB) for 20 quarters since Q4 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena's largest addition to Itaú Unibanco Holding S.A. (ITUB) was in Q1 2021, adding 271,437 shares worth $1.22 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Richard Pzena's firm, Pzena Investment Management LLC, owns 408,895 shares of Itaú Unibanco Holding S.A. (ITUB), valued at approximately $3 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Itaú Unibanco Holding S.A. (ITUB) represents approximately 0.01% of Richard Pzena's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena's peak holding in Itaú Unibanco Holding S.A. (ITUB) was 408,898 shares, as reported at the end of Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.