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, Q2 2021
Institutional positions in Itau Unibanco Holding S.A. as of Jun 30, 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
- +3 vs. Q1 2021
- Shares held
- 1.06B
- +34.6M (+3.4%) vs. Q1 2021
- Total value
- $6.38B
- +$1.29B (+25.2%) vs. Q1 2021
- New holders
- 45
- 105 more added
- Sold out
- 42
- 104 more reduced
3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 394 | $9.52B |
| Q1 2026 | 389 | $10.0B |
| Q4 2025 | 383 | $8.72B |
| Q3 2025 | 335 | $8.84B |
| Q2 2025 | 333 | $7.78B |
| Q1 2025 | 316 | $5.56B |
| Q4 2024 | 332 | $4.43B |
| Q3 2024 | 348 | $5.72B |
| Q2 2024 | 334 | $4.90B |
| Q1 2024 | 324 | $5.62B |
| Q4 2023 | 315 | $5.83B |
| Q3 2023 | 285 | $4.40B |
| Q2 2023 | 289 | $4.85B |
| Q1 2023 | 273 | $4.03B |
| Q4 2022 | 290 | $3.96B |
| Q3 2022 | 269 | $4.17B |
| Q2 2022 | 274 | $3.78B |
| Q1 2022 | 277 | $5.57B |
| Q4 2021 | 269 | $3.92B |
| Q3 2021 | 306 | $5.44B |
| Q2 2021 | 303 | $6.38B |
| Q1 2021 | 303 | $5.10B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 64 | $0 | 0.00% | +64 | New |
| Raffa Wealth Management, LLC | 164 | $986 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 271 | $1.00K | 0.00% | −722−72.7% | Reduced |
| Van Eck Associates Corp | 212 | $1.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 133 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 90 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 188 | $1.00K | 0.00% | +188 | New |
| TD Ameritrade Investment Management, LLC | 330 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 455 | $2.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 413 | $2.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 478 | $2.87K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 524 | $3.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 782 | $5.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 905 | $5.00K | 0.00% | +70+8.4% | Added |
| Global Retirement Partners, LLC | 816 | $5.00K | 0.00% | +816 | New |
| Bessemer Group Inc | 1,039 | $6.00K | 0.00% | −2,119,815−100.0% | Reduced |
| Sofos Investments, Inc. | 1,083 | $6.00K | 0.00% | −93−7.9% | Reduced |
| HM Payson & Co | 1,006 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 966 | $6.00K | 0.00% | +170+21.4% | Added |
| Reilly Financial Advisors, LLC | 1,118 | $7.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,307 | $8.00K | 0.00% | −935−41.7% | Reduced |
| Farmers & Merchants Investments Inc | 1,492 | $9.00K | 0.00% | +286+23.7% | Added |
| Private Capital Group, LLC | 1,510 | $9.00K | 0.00% | +305+25.3% | Added |
| FinTrust Capital Advisors, LLC | 1,717 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,906 | $11.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,053 | $12.0K | 0.00% | +2,053 | New |
| Carroll Financial Associates, Inc. | 2,484 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 2,630 | $16.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,173 | $19.0K | 0.00% | −41−1.3% | Reduced |
| Oaktree Fund Advisors, LLC | 3,257 | $20.0K | 1.90% | +3,257 | New |
| Liberty Wealth Management LLC | 3,724 | $22.0K | 0.01% | +3,724 | New |
| Evolution Wealth Advisors, LLC | 4,000 | $24.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 4,385 | $26.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 5,005 | $30.0K | 0.00% | −69,400−93.3% | Reduced |
| Proequities, Inc. | 5,150 | $31.0K | 0.00% | +13+0.3% | Added |
| Huntington National Bank | 5,392 | $32.0K | 0.00% | +1,637+43.6% | Added |
| Quilter Plc | 31,339 | $38.0K | 0.00% | +31,339 | New |
| Sageworth Trust Co | 7,203 | $43.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7,706 | $46.0K | 0.01% | +7,706 | New |
| Platinum Investment Management Ltd | 8,033 | $48.0K | 0.00% | −1,772−18.1% | Reduced |
| Investors Research Corp | 8,911 | $54.0K | 0.02% | 00.0% | Unchanged |
| Veritable, L.P. | 10,116 | $61.0K | 0.00% | −694−6.4% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 10,600 | $64.0K | 0.00% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 10,753 | $65.0K | 0.00% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 10,739 | $65.0K | 0.01% | +10,739 | New |
| Keel Point, LLC | 10,971 | $66.0K | 0.01% | −346−3.1% | Reduced |
| Creative Planning | 11,269 | $68.0K | 0.00% | +727+6.9% | Added |
| Bridgefront Capital, LLC | 11,507 | $69.0K | 0.03% | +11,507 | New |
| Federation des caisses Desjardins du Quebec | 11,500 | $69.1K | 0.00% | +11,500 | New |
| Johnson Investment Counsel Inc | 11,550 | $70.0K | 0.00% | 00.0% | Unchanged |
| Mark Stevens | 11,759 | $71.0K | 0.01% | +11,759 | New |
| Compagnie Lombard Odier SCmA | 12,168 | $73.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 12,327 | $74.0K | 0.00% | −18,000−59.4% | Reduced |
| Atlas Capital Advisors LLC | 13,053 | $78.4K | 0.01% | +3,797+41.0% | Added |
| Perpetual Investment Management Ltd | 13,304 | $80.0K | 0.01% | 00.0% | Unchanged |
| First Hawaiian Bank | 13,590 | $82.0K | 0.00% | −3,255−19.3% | Reduced |
| Mather Group, LLC. | 13,694 | $82.0K | 0.00% | −334−2.4% | Reduced |
| Wambolt & Associates, LLC | 14,711 | $86.0K | 0.04% | −823−5.3% | Reduced |
| 1832 Asset Management L.P. | 15,173 | $92.0K | 0.00% | +15,173 | New |
| Personal Cfo Solutions, LLC | 15,498 | $93.0K | 0.02% | −901−5.5% | Reduced |
| Eagle Bay Advisors LLC | 14,598 | $93.0K | 0.07% | +14,598 | New |
| Wolverine Trading, LLC | 15,872 | $96.0K | 0.00% | −30,110−65.5% | Reduced |
| Jump Financial, LLC | 16,317 | $98.0K | 0.01% | +16,317 | New |
| Kestra Advisory Services, LLC | 17,128 | $103.0K | 0.00% | +1,331+8.4% | Added |
| Veriti Management LLC | 17,689 | $106.0K | 0.02% | +17,689 | New |
| Balentine LLC | 17,921 | $108.0K | 0.00% | +17,921 | New |
| Stifel Financial Corp | 18,722 | $112.0K | 0.00% | +862+4.8% | Added |
| Toronto Dominion Bank | 20,035 | $120.0K | 0.00% | −138,865−87.4% | Reduced |
| Meristem Family Wealth, LLC | 20,236 | $122.0K | 0.02% | −12,672−38.5% | Reduced |
| Two Sigma Securities, LLC | 20,386 | $123.0K | 0.03% | −151,385−88.1% | Reduced |
| Aviva PLC | 20,670 | $124.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 21,000 | $126.0K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 21,377 | $128.0K | 0.00% | +293+1.4% | Added |
| ING Groep NV | 21,620 | $130.0K | 0.00% | +7,512+53.2% | Added |
| Genoa Capital Gestora de Recursos Ltda. | 30,000 | $132.6K | 0.23% | +30,000 | New |
| Deltec Asset Management LLC | 22,292 | $134.0K | 0.02% | 00.0% | Unchanged |
| Ethic Inc. | 22,375 | $134.0K | 0.02% | +5,144+29.9% | Added |
| Quadrant Capital Group LLC | 22,448 | $135.0K | 0.02% | −12−0.1% | Reduced |
| Snowden Capital Advisors LLC | 22,605 | $135.9K | 0.01% | −1,472−6.1% | Reduced |
| Gould Asset Management LLC | 23,610 | $142.0K | 0.04% | 00.0% | Unchanged |
| First Horizon Corp | 24,049 | $144.0K | 0.01% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 25,146 | $151.0K | 0.01% | −4,516−15.2% | Reduced |
| XTX Topco Ltd | 25,214 | $152.0K | 0.05% | +25,214 | New |
| HRT Financial LP | 26,279 | $157.0K | 0.00% | +26,279 | New |
| Vontobel Holding Ltd. | 26,356 | $158.0K | 0.00% | −40,883−60.8% | Reduced |
| Baldwin Brothers Inc | 27,342 | $164.0K | 0.02% | −4,161−13.2% | Reduced |
| Advisors Asset Management, Inc. | 27,456 | $165.0K | 0.00% | +3,385+14.1% | Added |
| Blueshift Asset Management, LLC | 28,478 | $171.0K | 0.01% | +28,478 | New |
| Hilltop Holdings Inc. | 28,670 | $172.0K | 0.02% | +28,670 | New |
| CAPROCK Group, Inc. | 30,209 | $183.0K | 0.02% | −1,124−3.6% | Reduced |
| Eaton Vance Management | 30,449 | $183.0K | 0.00% | +30,449 | New |
| Avestar Capital, LLC | 31,530 | $189.0K | 0.04% | +3,682+13.2% | Added |
| Corient Capital Partners, LLC | 32,378 | $195.0K | 0.01% | +11,385+54.2% | Added |
| Comerica Securities,inc. | 34,053 | $206.0K | 0.02% | −9,328−21.5% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 35,000 | $210.0K | 0.07% | −168,000−82.8% | Reduced |
| M&T Bank Corp | 35,882 | $215.0K | 0.00% | −11,698−24.6% | Reduced |
| Financial Counselors Inc | 37,759 | $227.0K | 0.00% | +15,312+68.2% | Added |
| Wetherby Asset Management Inc | 38,006 | $228.0K | 0.01% | +537+1.4% | Added |
| Peapack Gladstone Financial Corp | 39,650 | $238.0K | 0.01% | +1,524+4.0% | Added |
| HBK Sorce Advisory LLC | 40,079 | $241.0K | 0.01% | +1,778+4.6% | Added |