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, Q3 2021
Institutional positions in Itau Unibanco Holding S.A. as of Sep 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
- 306
- +4 vs. Q2 2021
- Shares held
- 1.03B
- −28.5M (−2.7%) vs. Q2 2021
- Total value
- $5.44B
- −$938.9M (−14.7%) vs. Q2 2021
- New holders
- 44
- 114 more added
- Sold out
- 40
- 89 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eaton Vance Management | 32,201 | $0 | 0.00% | +1,752+5.8% | Added |
| Financial Management Professionals, Inc. | 64 | $0 | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 10 | $0 | 0.00% | +10 | New |
| McCarthy Grittinger Financial Group, LLC | 124 | $654 | 0.00% | +124 | New |
| Raffa Wealth Management, LLC | 164 | $864 | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 330 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Johnson Financial Group, Inc. | 188 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 90 | $1.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 271 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 219 | $1.00K | 0.00% | +219 | New |
| Federation des caisses Desjardins du Quebec | 300 | $1.58K | 0.00% | −11,200−97.4% | Reduced |
| American Portfolios Advisors | 478 | $2.52K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 524 | $3.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 655 | $3.00K | 0.00% | +655 | New |
| Bellwether Advisors, LLC | 589 | $3.00K | 0.00% | +589 | New |
| Bell Investment Advisors, Inc | 841 | $4.00K | 0.00% | +841 | New |
| HM Payson & Co | 1,006 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,039 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,077 | $5.00K | 0.00% | −6−0.6% | Reduced |
| Berman Capital Advisors, LLC | 1,000 | $5.00K | 0.00% | +95+10.5% | Added |
| Meridian Wealth Partners, LLC | 1,007 | $5.00K | 0.00% | +1,007 | New |
| Reilly Financial Advisors, LLC | 1,118 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,205 | $6.00K | 0.00% | +239+24.7% | Added |
| Cahill Financial Advisors Inc | 1,217 | $6.00K | 0.00% | +1,217 | New |
| Ancora Advisors, LLC | 1,245 | $7.00K | 0.00% | +1,245 | New |
| FinTrust Capital Advisors, LLC | 1,518 | $8.00K | 0.00% | −199−11.6% | Reduced |
| Farmers & Merchants Investments Inc | 1,492 | $8.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,603 | $8.00K | 0.00% | +296+22.6% | Added |
| Wolff Wiese Magana LLC | 1,906 | $10.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,982 | $10.0K | 0.00% | +472+31.3% | Added |
| Carroll Financial Associates, Inc. | 2,484 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 2,630 | $14.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,175 | $17.0K | 0.00% | +2+0.1% | Added |
| Proequities, Inc. | 3,635 | $19.0K | 0.00% | −1,515−29.4% | Reduced |
| Koshinski Asset Management, Inc. | 3,631 | $19.1K | 0.00% | +3,631 | New |
| Evolution Wealth Advisors, LLC | 4,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 4,326 | $22.0K | 0.00% | +4,326 | New |
| Pinnacle Bancorp, Inc. | 4,385 | $23.0K | 0.01% | 00.0% | Unchanged |
| Quilter Plc | 28,303 | $28.0K | 0.00% | −3,036−9.7% | Reduced |
| Liberty Wealth Management LLC | 5,867 | $31.0K | 0.01% | +2,143+57.5% | Added |
| Platinum Investment Management Ltd | 6,912 | $36.0K | 0.00% | −1,121−14.0% | Reduced |
| Sageworth Trust Co | 7,203 | $38.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 8,911 | $47.0K | 0.02% | 00.0% | Unchanged |
| Oaktree Fund Advisors, LLC | 9,701 | $51.0K | 4.96% | +6,444+197.9% | Added |
| Huntington National Bank | 9,849 | $52.0K | 0.00% | +4,457+82.7% | Added |
| Toronto Dominion Bank | 10,225 | $54.0K | 0.00% | −9,810−49.0% | Reduced |
| Gilbert & Cook, Inc. | 10,163 | $54.0K | 0.01% | +10,163 | New |
| Boston Private Wealth LLC | 10,483 | $55.0K | 0.00% | +10,483 | New |
| Migdal Insurance & Financial Holdings Ltd. | 10,600 | $56.0K | 0.00% | 00.0% | Unchanged |
| Wrapmanager Inc | 10,720 | $56.0K | 0.01% | +10,720 | New |
| SG3 Management, LLC | 13,000 | $56.0K | 0.02% | +13,000 | New |
| Aureus Asset Management, LLC | 10,753 | $57.0K | 0.00% | 00.0% | Unchanged |
| Keel Point, LLC | 11,022 | $58.0K | 0.01% | +51+0.5% | Added |
| Dorsey & Whitney Trust CO LLC | 10,949 | $58.0K | 0.01% | +10,949 | New |
| SRS Capital Advisors, Inc. | 11,102 | $59.0K | 0.01% | +3,396+44.1% | Added |
| Creative Planning | 11,455 | $60.0K | 0.00% | +186+1.7% | Added |
| Veritable, L.P. | 11,338 | $60.0K | 0.00% | +1,222+12.1% | Added |
| Johnson Investment Counsel Inc | 11,550 | $61.0K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 11,634 | $61.0K | 0.00% | +11,634 | New |
| Compagnie Lombard Odier SCmA | 12,168 | $64.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 12,190 | $64.0K | 0.00% | +12,190 | New |
| Credit Agricole S A | 12,327 | $65.0K | 0.00% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 12,546 | $66.7K | 0.01% | +12,546 | New |
| 1832 Asset Management L.P. | 13,198 | $70.0K | 0.00% | −1,975−13.0% | Reduced |
| Mather Group, LLC. | 13,287 | $70.0K | 0.00% | −407−3.0% | Reduced |
| Perpetual Investment Management Ltd | 13,304 | $70.0K | 0.01% | 00.0% | Unchanged |
| Mark Stevens | 13,203 | $70.0K | 0.01% | +1,444+12.3% | Added |
| Sawtooth Solutions, LLC | 14,439 | $76.0K | 0.01% | +3,700+34.5% | Added |
| Wambolt & Associates, LLC | 14,711 | $81.0K | 0.03% | 00.0% | Unchanged |
| Marshall Wace, LLP | 15,333 | $81.0K | 0.00% | +15,333 | New |
| Gsa Capital Partners LLP | 15,694 | $83.0K | 0.01% | +15,694 | New |
| Cutler Group LP | 17,425 | $91.0K | 0.01% | +12,420+248.2% | Added |
| Veriti Management LLC | 17,618 | $93.0K | 0.01% | −71−0.4% | Reduced |
| Kestra Advisory Services, LLC | 17,594 | $93.0K | 0.00% | +466+2.7% | Added |
| Personal Cfo Solutions, LLC | 17,602 | $93.0K | 0.02% | +2,104+13.6% | Added |
| Sequoia Financial Advisors, LLC | 18,661 | $98.0K | 0.01% | −2,716−12.7% | Reduced |
| Stifel Financial Corp | 18,722 | $99.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 19,852 | $106.0K | 0.06% | +5,254+36.0% | Added |
| Virtu Financial LLC | 20,173 | $106.0K | 0.01% | +20,173 | New |
| Meristem Family Wealth, LLC | 20,236 | $107.0K | 0.01% | 00.0% | Unchanged |
| First Hawaiian Bank | 20,218 | $107.0K | 0.00% | +6,628+48.8% | Added |
| Aviva PLC | 20,670 | $109.0K | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 21,620 | $114.0K | 0.00% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 22,292 | $117.0K | 0.02% | 00.0% | Unchanged |
| Toroso Investments, LLC | 22,134 | $117.0K | 0.00% | +22,134 | New |
| Quadrant Capital Group LLC | 22,505 | $119.0K | 0.02% | +57+0.3% | Added |
| Ethic Inc. | 22,954 | $121.0K | 0.01% | +579+2.6% | Added |
| Atlas Capital Advisors LLC | 23,362 | $123.1K | 0.02% | +10,309+79.0% | Added |
| Gould Asset Management LLC | 23,610 | $124.0K | 0.04% | 00.0% | Unchanged |
| Centiva Capital, LP | 23,499 | $124.0K | 0.01% | +23,499 | New |
| First Horizon Advisors, Inc. | 24,587 | $129.0K | 0.00% | +24,132+5,303.7% | Added |
| Vontobel Holding Ltd. | 24,743 | $130.0K | 0.00% | −1,613−6.1% | Reduced |
| Blair William & Co | 28,029 | $148.0K | 0.00% | +28,029 | New |
| Corient Capital Partners, LLC | 28,500 | $150.0K | 0.01% | −3,878−12.0% | Reduced |
| Advisors Asset Management, Inc. | 28,587 | $151.0K | 0.00% | +1,131+4.1% | Added |
| Lake Street Advisors Group, LLC | 30,560 | $161.0K | 0.02% | +30,560 | New |
| JustInvest LLC | 30,608 | $161.0K | 0.01% | +30,608 | New |
| CAPROCK Group, Inc. | 31,001 | $164.0K | 0.01% | +792+2.6% | Added |