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 |
|---|---|---|---|---|---|
| Hilltop Holdings Inc. | 35,599 | $187.0K | 0.02% | +6,929+24.2% | Added |
| Capital Markets Trading UK LLP | 35,164 | $186.0K | 0.15% | −97,292−73.5% | Reduced |
| Comerica Securities,inc. | 34,330 | $181.0K | 0.01% | +277+0.8% | Added |
| Sompo Asset Management Co., Ltd. | 32,960 | $173.0K | 0.04% | −25,000−43.1% | Reduced |
| Avestar Capital, LLC | 32,208 | $170.0K | 0.03% | +678+2.2% | Added |
| Baldwin Brothers Inc | 31,943 | $168.0K | 0.02% | +4,601+16.8% | Added |
| CAPROCK Group, Inc. | 31,001 | $164.0K | 0.01% | +792+2.6% | 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 |
| Advisors Asset Management, Inc. | 28,587 | $151.0K | 0.00% | +1,131+4.1% | Added |
| Corient Capital Partners, LLC | 28,500 | $150.0K | 0.01% | −3,878−12.0% | Reduced |
| Blair William & Co | 28,029 | $148.0K | 0.00% | +28,029 | New |
| Vontobel Holding Ltd. | 24,743 | $130.0K | 0.00% | −1,613−6.1% | Reduced |
| First Horizon Advisors, Inc. | 24,587 | $129.0K | 0.00% | +24,132+5,303.7% | 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 |
| Atlas Capital Advisors LLC | 23,362 | $123.1K | 0.02% | +10,309+79.0% | Added |
| Ethic Inc. | 22,954 | $121.0K | 0.01% | +579+2.6% | Added |
| Quadrant Capital Group LLC | 22,505 | $119.0K | 0.02% | +57+0.3% | Added |
| 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 |
| ING Groep NV | 21,620 | $114.0K | 0.00% | 00.0% | Unchanged |
| Aviva PLC | 20,670 | $109.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Stifel Financial Corp | 18,722 | $99.0K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 18,661 | $98.0K | 0.01% | −2,716−12.7% | Reduced |
| 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 |
| Cutler Group LP | 17,425 | $91.0K | 0.01% | +12,420+248.2% | Added |
| Gsa Capital Partners LLP | 15,694 | $83.0K | 0.01% | +15,694 | New |
| Wambolt & Associates, LLC | 14,711 | $81.0K | 0.03% | 00.0% | Unchanged |
| Marshall Wace, LLP | 15,333 | $81.0K | 0.00% | +15,333 | New |
| Sawtooth Solutions, LLC | 14,439 | $76.0K | 0.01% | +3,700+34.5% | Added |
| 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 |
| Rehmann Capital Advisory Group | 12,546 | $66.7K | 0.01% | +12,546 | New |
| Credit Agricole S A | 12,327 | $65.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 12,168 | $64.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 12,190 | $64.0K | 0.00% | +12,190 | New |
| Johnson Investment Counsel Inc | 11,550 | $61.0K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 11,634 | $61.0K | 0.00% | +11,634 | New |
| 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 |
| SRS Capital Advisors, Inc. | 11,102 | $59.0K | 0.01% | +3,396+44.1% | Added |
| 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 |
| Aureus Asset Management, LLC | 10,753 | $57.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Boston Private Wealth LLC | 10,483 | $55.0K | 0.00% | +10,483 | New |
| 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 |
| Huntington National Bank | 9,849 | $52.0K | 0.00% | +4,457+82.7% | Added |
| Oaktree Fund Advisors, LLC | 9,701 | $51.0K | 4.96% | +6,444+197.9% | Added |
| Investors Research Corp | 8,911 | $47.0K | 0.02% | 00.0% | Unchanged |
| Sageworth Trust Co | 7,203 | $38.0K | 0.00% | 00.0% | Unchanged |
| Platinum Investment Management Ltd | 6,912 | $36.0K | 0.00% | −1,121−14.0% | Reduced |
| Liberty Wealth Management LLC | 5,867 | $31.0K | 0.01% | +2,143+57.5% | Added |
| Quilter Plc | 28,303 | $28.0K | 0.00% | −3,036−9.7% | Reduced |
| Pinnacle Bancorp, Inc. | 4,385 | $23.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 4,326 | $22.0K | 0.00% | +4,326 | New |
| Evolution Wealth Advisors, LLC | 4,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 3,631 | $19.1K | 0.00% | +3,631 | New |
| Proequities, Inc. | 3,635 | $19.0K | 0.00% | −1,515−29.4% | Reduced |
| Harbour Investments, Inc. | 3,175 | $17.0K | 0.00% | +2+0.1% | Added |
| Pin Oak Investment Advisors Inc | 2,630 | $14.0K | 0.02% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 2,484 | $13.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Ancora Advisors, LLC | 1,245 | $7.00K | 0.00% | +1,245 | 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 |
| 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 |
| Bell Investment Advisors, Inc | 841 | $4.00K | 0.00% | +841 | New |
| 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 |
| American Portfolios Advisors | 478 | $2.52K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $1.58K | 0.00% | −11,200−97.4% | Reduced |
| 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 |