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, Q4 2021
Institutional positions in Itau Unibanco Holding S.A. as of Dec 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
- 269
- −34 vs. Q3 2021
- Shares held
- 1.04B
- +11.6M (+1.1%) vs. Q3 2021
- Total value
- $3.92B
- −$1.51B (−27.9%) vs. Q3 2021
- New holders
- 39
- 75 more added
- Sold out
- 73
- 117 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 94 | $0 | 0.00% | −94−50.0% | Reduced |
| National Bank of Canada | 36 | $0 | 0.00% | +36 | New |
| NEXT Financial Group, Inc | 17 | $0 | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 164 | $615 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 274 | $1.00K | 0.00% | −43,668,481−100.0% | Reduced |
| Van Eck Associates Corp | 212 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 219 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 245 | $1.00K | 0.00% | +245 | New |
| Financial Connections Group, Inc. | 412 | $1.00K | 0.00% | +412 | New |
| Tyler-Stone Wealth Management | 192 | $1.00K | 0.00% | +192 | New |
| Federation des caisses Desjardins du Quebec | 300 | $1.13K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 478 | $1.79K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 564 | $2.00K | 0.00% | −1,418−71.5% | Reduced |
| Signaturefd, LLC | 502 | $2.00K | 0.00% | −1,101−68.7% | Reduced |
| Whittier Trust Co | 524 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 589 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 460 | $2.00K | 0.00% | +130+39.4% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 610 | $2.00K | 0.00% | +610 | New |
| Castle Financial & Retirement Planning Associates, Inc. | 703 | $3.00K | 0.01% | +703 | New |
| Snowden Capital Advisors LLC | 1,097 | $4.00K | 0.00% | −36,935−97.1% | Reduced |
| FinTrust Capital Advisors, LLC | 1,138 | $4.00K | 0.00% | −380−25.0% | Reduced |
| Reilly Financial Advisors, LLC | 1,118 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 974 | $4.00K | 0.00% | +133+15.8% | Added |
| GW&K Investment Management, LLC | 1,325 | $5.00K | 0.00% | −2,462,562−99.9% | Reduced |
| Ancora Advisors, LLC | 1,245 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 1,664 | $6.00K | 0.00% | −5,539−76.9% | Reduced |
| Farmers & Merchants Investments Inc | 1,492 | $6.00K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 1,692 | $6.00K | 0.00% | +1,692 | New |
| Spire Wealth Management | 1,921 | $7.00K | 0.00% | +1,921 | New |
| Washington Trust Advisors, Inc. | 1,762 | $7.00K | 0.00% | +1,762 | New |
| Fieldpoint Private Securities, LLC | 2,560 | $10.0K | 0.00% | +1,355+112.4% | Added |
| Brown Brothers Harriman & Co | 2,632 | $10.0K | 0.00% | +2,632 | New |
| Global Retirement Partners, LLC | 2,680 | $10.0K | 0.01% | +2,680 | New |
| Proequities, Inc. | 3,474 | $13.0K | 0.00% | −161−4.4% | Reduced |
| Pinnacle Bancorp, Inc. | 4,385 | $16.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 5,535 | $21.0K | 0.03% | +5,535 | New |
| Platinum Investment Management Ltd | 6,912 | $26.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7,477 | $28.0K | 0.00% | −2,372−24.1% | Reduced |
| Eaton Vance Management | 8,274 | $31.0K | 0.00% | −23,927−74.3% | Reduced |
| Investors Research Corp | 8,911 | $33.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 8,960 | $33.0K | 0.00% | +8,960 | New |
| Deltec Asset Management LLC | 10,292 | $39.0K | 0.01% | −12,000−53.8% | Reduced |
| Personal Cfo Solutions, LLC | 10,524 | $39.0K | 0.01% | −7,078−40.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 10,600 | $40.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 10,900 | $41.0K | 0.00% | +10,900 | New |
| Rehmann Capital Advisory Group | 11,454 | $42.9K | 0.00% | −1,092−8.7% | Reduced |
| Johnson Investment Counsel Inc | 11,550 | $43.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 11,371 | $43.0K | 0.00% | −84−0.7% | Reduced |
| Kestra Advisory Services, LLC | 12,014 | $45.0K | 0.00% | −5,580−31.7% | Reduced |
| BSW Wealth Partners | 12,054 | $45.0K | 0.01% | +12,054 | New |
| Compagnie Lombard Odier SCmA | 12,168 | $46.0K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 13,304 | $48.0K | 0.00% | +13,304 | New |
| Wells Fargo & Company | 13,025 | $49.0K | 0.00% | −251,633−95.1% | Reduced |
| JustInvest LLC | 13,195 | $49.0K | 0.00% | −17,413−56.9% | Reduced |
| 1832 Asset Management L.P. | 13,198 | $50.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 13,371 | $50.0K | 0.00% | +13,371 | New |
| Corient Capital Partners, LLC | 14,018 | $53.0K | 0.00% | −14,482−50.8% | Reduced |
| Quadrant Capital Group LLC | 14,387 | $54.0K | 0.01% | −8,118−36.1% | Reduced |
| Wambolt & Associates, LLC | 14,711 | $55.0K | 0.02% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 14,650 | $55.0K | 0.01% | +14,650 | New |
| Janney Montgomery Scott LLC | 15,272 | $57.0K | 0.00% | −261,863−94.5% | Reduced |
| Eagle Bay Advisors LLC | 15,814 | $59.0K | 0.04% | −4,038−20.3% | Reduced |
| Peapack Gladstone Financial Corp | 16,639 | $62.0K | 0.00% | −24,190−59.2% | Reduced |
| Comerica Securities,inc. | 16,735 | $64.0K | 0.00% | −17,595−51.3% | Reduced |
| Cullen Capital Management LLC | 18,707 | $70.0K | 0.00% | −134,340−87.8% | Reduced |
| KCS Wealth Advisory | 19,175 | $72.0K | 0.03% | −41,610−68.5% | Reduced |
| Toronto Dominion Bank | 19,261 | $72.0K | 0.00% | +9,036+88.4% | Added |
| IPG Investment Advisors LLC | 18,970 | $72.0K | 0.01% | +18,970 | New |
| ExodusPoint Capital Management, LP | 19,484 | $73.0K | 0.00% | +19,484 | New |
| Aviva PLC | 20,670 | $78.0K | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 21,620 | $81.0K | 0.00% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 21,962 | $82.0K | 0.01% | +8,658+65.1% | Added |
| One Wealth Advisors, LLC | 22,152 | $83.0K | 0.02% | −26,361−54.3% | Reduced |
| Lake Street Advisors Group, LLC | 22,437 | $84.0K | 0.01% | −8,123−26.6% | Reduced |
| Stifel Financial Corp | 22,400 | $84.0K | 0.00% | +3,678+19.6% | Added |
| Cutler Group LP | 22,600 | $84.0K | 0.01% | +5,175+29.7% | Added |
| Park Avenue Securities LLC | 23,330 | $87.0K | 0.00% | −64,091−73.3% | Reduced |
| Bank of New York Mellon Corp | 23,507 | $88.0K | 0.00% | −519,544−95.7% | Reduced |
| First Horizon Advisors, Inc. | 24,132 | $90.0K | 0.00% | −455−1.9% | Reduced |
| Blair William & Co | 26,728 | $100.0K | 0.00% | −1,301−4.6% | Reduced |
| Veriti Management LLC | 27,308 | $102.0K | 0.01% | +9,690+55.0% | Added |
| Gould Asset Management LLC | 29,370 | $110.0K | 0.03% | +5,760+24.4% | Added |
| Advisor Partners LLC | 29,511 | $111.0K | 0.01% | −31,222−51.4% | Reduced |
| Avestar Capital, LLC | 29,932 | $112.0K | 0.02% | −2,276−7.1% | Reduced |
| MML Investors Services, LLC | 30,252 | $113.0K | 0.00% | −25,327−45.6% | Reduced |
| Wetherby Asset Management Inc | 31,440 | $118.0K | 0.01% | −6,675−17.5% | Reduced |
| River Road Asset Management, LLC | 32,009 | $120.0K | 0.00% | −10,077−23.9% | Reduced |
| Credit Agricole S A | 31,927 | $120.0K | 0.00% | +19,600+159.0% | Added |
| Checchi Capital Advisers, LLC | 33,906 | $127.0K | 0.01% | −11,304−25.0% | Reduced |
| HighTower Advisors, LLC | 34,023 | $129.0K | 0.00% | −15,275−31.0% | Reduced |
| Baldwin Brothers Inc | 34,548 | $130.0K | 0.01% | +2,605+8.2% | Added |
| Hilltop Holdings Inc. | 35,599 | $133.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 35,593 | $133.5K | 0.01% | −22,099−38.3% | Reduced |
| Captrust Financial Advisors | 37,039 | $139.0K | 0.00% | −5,075−12.1% | Reduced |
| Qtron Investments LLC | 37,257 | $140.0K | 0.03% | +37,257 | New |
| Capital Markets Trading UK LLP | 37,528 | $141.0K | 0.18% | +2,364+6.7% | Added |
| Bokf, NA | 37,989 | $143.0K | 0.00% | +150.0% | Added |
| Financial Counselors Inc | 38,108 | $143.0K | 0.00% | +349+0.9% | Added |
| Raymond James & Associates | 38,716 | $145.0K | 0.00% | −9,239−19.3% | Reduced |
| Atlas Capital Advisors LLC | 39,094 | $146.6K | 0.02% | +15,732+67.3% | Added |