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Itau Unibanco Holding S.A.

ITUB
Exchange
NYSE
Industry
State Commercial Banks
SEC CIK
0001132597

In the last 90 days, Itau Unibanco Holding S.A. insiders filed 0 open-market purchases and 2 sales; 394 institutions reported holding it in 13F filings for Q2 2026, worth $9.52B in total; Oaktree Capital is the only superinvestor holding it.

13F holders, Q1 2021

Institutional positions in Itau Unibanco Holding S.A. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
303
No complete 13F data for Q4 2020
Shares held
1.03B
No complete 13F data for Q4 2020
Total value
$5.10B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting ITUB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 303 institutions
Q1 2021: 303 institutionsQ2 2021: 303 institutionsQ3 2021: 306 institutionsQ4 2021: 269 institutionsQ1 2022: 277 institutionsQ2 2022: 274 institutionsQ3 2022: 269 institutionsQ4 2022: 290 institutionsQ1 2023: 273 institutionsQ2 2023: 289 institutionsQ3 2023: 285 institutionsQ4 2023: 315 institutionsQ1 2024: 324 institutionsQ2 2024: 334 institutionsQ3 2024: 348 institutionsQ4 2024: 332 institutionsQ1 2025: 316 institutionsQ2 2025: 333 institutionsQ3 2025: 335 institutionsQ4 2025: 383 institutionsQ1 2026: 389 institutionsQ2 2026: 394 institutions
Value heldQ1 2021: $5.10B
Q1 2021: $5.10BQ2 2021: $6.38BQ3 2021: $5.44BQ4 2021: $3.92BQ1 2022: $5.57BQ2 2022: $3.78BQ3 2022: $4.17BQ4 2022: $3.96BQ1 2023: $4.03BQ2 2023: $4.85BQ3 2023: $4.40BQ4 2023: $5.83BQ1 2024: $5.62BQ2 2024: $4.90BQ3 2024: $5.72BQ4 2024: $4.43BQ1 2025: $5.56BQ2 2025: $7.78BQ3 2025: $8.84BQ4 2025: $8.72BQ1 2026: $10.0BQ2 2026: $9.52B
Institutions holding ITUB and their total value by quarter
QuarterHoldersValue
Q2 2026394$9.52B
Q1 2026389$10.0B
Q4 2025383$8.72B
Q3 2025335$8.84B
Q2 2025333$7.78B
Q1 2025316$5.56B
Q4 2024332$4.43B
Q3 2024348$5.72B
Q2 2024334$4.90B
Q1 2024324$5.62B
Q4 2023315$5.83B
Q3 2023285$4.40B
Q2 2023289$4.85B
Q1 2023273$4.03B
Q4 2022290$3.96B
Q3 2022269$4.17B
Q2 2022274$3.78B
Q1 2022277$5.57B
Q4 2021269$3.92B
Q3 2021306$5.44B
Q2 2021303$6.38B
Q1 2021303$5.10B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding ITUB in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
IFP Advisors, Inc90$00.00%––
Raffa Wealth Management, LLC164$8130.00%––
Ameritas Investment Company, LLC168$8330.00%––
Van Eck Associates Corp212$1.00K0.00%––
O'Shaughnessy Asset Management, LLC133$1.00K0.00%––
Valeo Financial Advisors, LLC271$1.00K0.00%––
Brewin Dolphin Ltd260$1.29K0.00%––
Assetmark, Inc307$2.00K0.00%––
TD Ameritrade Investment Management, LLC330$2.00K0.00%––
First Horizon Advisors, Inc.455$2.00K0.00%––
Cranbrook Wealth Management, LLC366$2.00K0.00%––
Bellevue Asset Management, LLC474$2.00K0.00%––
Activest Wealth Management413$2.00K0.00%––
American Portfolios Advisors478$2.37K0.00%––
Whittier Trust Co524$3.00K0.00%––
Meridian Wealth Partners, LLC666$3.00K0.00%––
Enterprise Financial Services Corp782$4.00K0.00%––
Fieldpoint Private Securities, LLC796$4.00K0.00%––
Berman Capital Advisors, LLC835$4.00K0.00%––
Geneos Wealth Management Inc.993$4.00K0.00%––
HM Payson & Co1,006$5.00K0.00%––
International Assets Investment Management, LLC778$5.00K0.00%––
Sofos Investments, Inc.1,176$5.83K0.12%––
Panagora Asset Management Inc1,202$6.00K0.00%––
Farmers & Merchants Investments Inc1,206$6.00K0.00%––
Reilly Financial Advisors, LLC1,118$6.00K0.00%––
Private Capital Group, LLC1,205$6.00K0.00%––
FinTrust Capital Advisors, LLC1,717$9.00K0.00%––
Wolff Wiese Magana LLC1,906$9.00K0.01%––
Spire Wealth Management1,921$9.00K0.00%––
Signaturefd, LLC2,242$11.0K0.00%––
Carroll Financial Associates, Inc.2,484$12.0K0.00%––
Pin Oak Investment Advisors Inc2,630$13.0K0.01%––
Harbour Investments, Inc.3,214$16.0K0.00%––
Huntington National Bank3,755$19.0K0.00%––
Evolution Wealth Advisors, LLC4,000$20.0K0.00%––
Pinnacle Bancorp, Inc.4,385$22.0K0.01%––
Proequities, Inc.5,137$26.0K0.00%––
Tower Research Capital LLC (TRC)5,625$28.0K0.00%––
Sageworth Trust Co7,203$36.0K0.00%––
Investors Research Corp8,911$44.0K0.02%––
Northwestern Mutual Wealth Management Co9,169$45.0K0.00%––
Atlas Capital Advisors LLC9,256$45.9K0.01%––
Platinum Investment Management Ltd9,805$49.0K0.00%––
Creative Planning10,542$52.0K0.00%––
Park National Corp10,634$53.0K0.00%––
Aureus Asset Management, LLC10,753$53.0K0.00%––
Migdal Insurance & Financial Holdings Ltd.10,600$53.0K0.00%––
Commerce Bank10,826$54.0K0.00%––
Veritable, L.P.10,810$54.0K0.00%––
Keel Point, LLC11,317$56.0K0.01%––
Johnson Investment Counsel Inc11,550$57.0K0.00%––
WealthStone, Inc.12,006$59.0K0.02%––
Compagnie Lombard Odier SCmA12,168$60.0K0.00%––
Perpetual Investment Management Ltd13,304$66.0K0.01%––
Standard Family Office LLC13,511$67.0K0.02%––
ING Groep NV14,108$70.0K0.00%––
Mather Group, LLC.14,028$70.0K0.00%––
Boston Private Wealth LLC14,587$72.0K0.00%––
Wambolt & Associates, LLC15,534$74.0K0.04%––
Axiom Investment Management LLC15,000$75.0K0.06%––
Kestra Advisory Services, LLC15,797$78.0K0.00%––
Beacon Investment Advisory Services, Inc.15,861$79.0K0.00%––
Personal Cfo Solutions, LLC16,399$81.0K0.02%––
First Hawaiian Bank16,845$83.0K0.00%––
Ethic Inc.17,231$85.0K0.02%––
Ground Swell Capital, LLC17,350$86.0K0.28%––
Stifel Financial Corp17,860$89.0K0.00%––
Greytown Advisors Inc.18,967$94.0K0.05%––
PEAK6 Investments LLC19,896$99.0K0.00%––
Aviva PLC20,670$103.0K0.00%––
River Road Asset Management, LLC20,906$104.0K0.00%––
Edmond de Rothschild Holding S.A.21,000$104.0K0.00%––
Corient Capital Partners, LLC20,993$104.0K0.01%––
Sequoia Financial Advisors, LLC21,084$105.0K0.00%––
Engineers Gate Manager LP21,100$105.0K0.01%––
Toroso Investments, LLC22,134$110.0K0.01%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main22,200$110.1K0.00%––
Financial Counselors Inc22,447$111.0K0.00%––
Deltec Asset Management LLC22,292$111.0K0.02%––
Quadrant Capital Group LLC22,460$111.0K0.02%––
Gould Asset Management LLC23,610$117.0K0.04%––
First Horizon Corp24,049$119.0K0.01%––
Advisors Asset Management, Inc.24,071$119.4K0.00%––
Snowden Capital Advisors LLC24,077$119.4K0.01%––
KCS Wealth Advisory25,976$129.0K0.07%––
Wrapmanager Inc26,389$131.0K0.04%––
JustInvest LLC28,236$140.0K0.02%––
Avestar Capital, LLC27,848$145.0K0.03%––
Vestmark Advisory Solutions, Inc.29,662$147.0K0.01%––
CWA Asset Management Group, LLC30,000$149.0K0.01%––
Credit Agricole S A30,327$150.0K0.01%––
Baldwin Brothers Inc31,503$156.0K0.02%––
CAPROCK Group, Inc.31,333$157.0K0.02%––
Meristem Family Wealth, LLC32,908$163.0K0.03%––
Wetherby Asset Management Inc37,469$186.0K0.01%––
Peapack Gladstone Financial Corp38,126$190.0K0.00%––
HBK Sorce Advisory LLC38,301$190.0K0.01%––
Bokf, NA39,287$195.0K0.00%––
Nuveen Asset Management, LLC42,119$209.0K0.00%––