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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 43,734 | $264.0K | 0.00% | −5,076−10.4% | Reduced |
| Old National Bancorp | 42,116 | $253.0K | 0.01% | −1,438−3.3% | Reduced |
| HBK Sorce Advisory LLC | 40,079 | $241.0K | 0.01% | +1,778+4.6% | Added |
| Peapack Gladstone Financial Corp | 39,650 | $238.0K | 0.01% | +1,524+4.0% | Added |
| Wetherby Asset Management Inc | 38,006 | $228.0K | 0.01% | +537+1.4% | Added |
| Financial Counselors Inc | 37,759 | $227.0K | 0.00% | +15,312+68.2% | Added |
| M&T Bank Corp | 35,882 | $215.0K | 0.00% | −11,698−24.6% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 35,000 | $210.0K | 0.07% | −168,000−82.8% | Reduced |
| Comerica Securities,inc. | 34,053 | $206.0K | 0.02% | −9,328−21.5% | Reduced |
| Corient Capital Partners, LLC | 32,378 | $195.0K | 0.01% | +11,385+54.2% | Added |
| Avestar Capital, LLC | 31,530 | $189.0K | 0.04% | +3,682+13.2% | Added |
| 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 |
| Hilltop Holdings Inc. | 28,670 | $172.0K | 0.02% | +28,670 | New |
| Blueshift Asset Management, LLC | 28,478 | $171.0K | 0.01% | +28,478 | New |
| Advisors Asset Management, Inc. | 27,456 | $165.0K | 0.00% | +3,385+14.1% | Added |
| Baldwin Brothers Inc | 27,342 | $164.0K | 0.02% | −4,161−13.2% | Reduced |
| Vontobel Holding Ltd. | 26,356 | $158.0K | 0.00% | −40,883−60.8% | Reduced |
| HRT Financial LP | 26,279 | $157.0K | 0.00% | +26,279 | New |
| XTX Topco Ltd | 25,214 | $152.0K | 0.05% | +25,214 | New |
| Vestmark Advisory Solutions, Inc. | 25,146 | $151.0K | 0.01% | −4,516−15.2% | Reduced |
| First Horizon Corp | 24,049 | $144.0K | 0.01% | 00.0% | Unchanged |
| Gould Asset Management LLC | 23,610 | $142.0K | 0.04% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 22,605 | $135.9K | 0.01% | −1,472−6.1% | Reduced |
| Quadrant Capital Group LLC | 22,448 | $135.0K | 0.02% | −12−0.1% | Reduced |
| 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 |
| Genoa Capital Gestora de Recursos Ltda. | 30,000 | $132.6K | 0.23% | +30,000 | New |
| ING Groep NV | 21,620 | $130.0K | 0.00% | +7,512+53.2% | Added |
| Sequoia Financial Advisors, LLC | 21,377 | $128.0K | 0.00% | +293+1.4% | Added |
| Edmond de Rothschild Holding S.A. | 21,000 | $126.0K | 0.00% | 00.0% | Unchanged |
| Aviva PLC | 20,670 | $124.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 20,386 | $123.0K | 0.03% | −151,385−88.1% | Reduced |
| Meristem Family Wealth, LLC | 20,236 | $122.0K | 0.02% | −12,672−38.5% | Reduced |
| Toronto Dominion Bank | 20,035 | $120.0K | 0.00% | −138,865−87.4% | Reduced |
| Stifel Financial Corp | 18,722 | $112.0K | 0.00% | +862+4.8% | Added |
| Balentine LLC | 17,921 | $108.0K | 0.00% | +17,921 | New |
| Veriti Management LLC | 17,689 | $106.0K | 0.02% | +17,689 | New |
| Kestra Advisory Services, LLC | 17,128 | $103.0K | 0.00% | +1,331+8.4% | Added |
| Jump Financial, LLC | 16,317 | $98.0K | 0.01% | +16,317 | New |
| Wolverine Trading, LLC | 15,872 | $96.0K | 0.00% | −30,110−65.5% | Reduced |
| 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 |
| 1832 Asset Management L.P. | 15,173 | $92.0K | 0.00% | +15,173 | New |
| Wambolt & Associates, LLC | 14,711 | $86.0K | 0.04% | −823−5.3% | Reduced |
| 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 |
| Perpetual Investment Management Ltd | 13,304 | $80.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 13,053 | $78.4K | 0.01% | +3,797+41.0% | Added |
| Credit Agricole S A | 12,327 | $74.0K | 0.00% | −18,000−59.4% | Reduced |
| Compagnie Lombard Odier SCmA | 12,168 | $73.0K | 0.00% | 00.0% | Unchanged |
| Mark Stevens | 11,759 | $71.0K | 0.01% | +11,759 | New |
| Johnson Investment Counsel Inc | 11,550 | $70.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 11,500 | $69.1K | 0.00% | +11,500 | New |
| Bridgefront Capital, LLC | 11,507 | $69.0K | 0.03% | +11,507 | New |
| Creative Planning | 11,269 | $68.0K | 0.00% | +727+6.9% | Added |
| Keel Point, LLC | 10,971 | $66.0K | 0.01% | −346−3.1% | Reduced |
| 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 |
| Migdal Insurance & Financial Holdings Ltd. | 10,600 | $64.0K | 0.00% | 00.0% | Unchanged |
| Veritable, L.P. | 10,116 | $61.0K | 0.00% | −694−6.4% | Reduced |
| Investors Research Corp | 8,911 | $54.0K | 0.02% | 00.0% | Unchanged |
| Platinum Investment Management Ltd | 8,033 | $48.0K | 0.00% | −1,772−18.1% | Reduced |
| SRS Capital Advisors, Inc. | 7,706 | $46.0K | 0.01% | +7,706 | New |
| Sageworth Trust Co | 7,203 | $43.0K | 0.00% | 00.0% | Unchanged |
| Quilter Plc | 31,339 | $38.0K | 0.00% | +31,339 | New |
| Huntington National Bank | 5,392 | $32.0K | 0.00% | +1,637+43.6% | Added |
| Proequities, Inc. | 5,150 | $31.0K | 0.00% | +13+0.3% | Added |
| Cutler Group LP | 5,005 | $30.0K | 0.00% | −69,400−93.3% | Reduced |
| Pinnacle Bancorp, Inc. | 4,385 | $26.0K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 4,000 | $24.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 3,724 | $22.0K | 0.01% | +3,724 | New |
| Oaktree Fund Advisors, LLC | 3,257 | $20.0K | 1.90% | +3,257 | New |
| Harbour Investments, Inc. | 3,173 | $19.0K | 0.00% | −41−1.3% | Reduced |
| Pin Oak Investment Advisors Inc | 2,630 | $16.0K | 0.02% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 2,484 | $14.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,053 | $12.0K | 0.00% | +2,053 | New |
| Wolff Wiese Magana LLC | 1,906 | $11.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,717 | $10.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Signaturefd, LLC | 1,307 | $8.00K | 0.00% | −935−41.7% | Reduced |
| Reilly Financial Advisors, LLC | 1,118 | $7.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Whittier Trust Co | 524 | $3.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 478 | $2.87K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |