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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −40,967−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −31,001−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −23,499−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −20,218−100.0% | Sold out |
| Meristem Family Wealth, LLC | 0 | $0 | 0.00% | −20,236−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −20,173−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −18,661−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −15,694−100.0% | Sold out |
| Sawtooth Solutions, LLC | 0 | $0 | 0.00% | −14,439−100.0% | Sold out |
| Mark Stevens | 0 | $0 | 0.00% | −13,203−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −13,287−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −12,190−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −11,634−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −11,338−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −11,102−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −10,949−100.0% | Sold out |
| Keel Point, LLC | 0 | $0 | 0.00% | −11,022−100.0% | Sold out |
| Aureus Asset Management, LLC | 0 | $0 | 0.00% | −10,753−100.0% | Sold out |
| Wrapmanager Inc | 0 | $0 | 0.00% | −10,720−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −10,483−100.0% | Sold out |
| Gilbert & Cook, Inc. | 0 | $0 | 0.00% | −10,163−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −5,867−100.0% | Sold out |
| Quilter Plc | 0 | $0 | 0.00% | −28,303−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −4,326−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −3,631−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −3,175−100.0% | Sold out |
| Pin Oak Investment Advisors Inc | 0 | $0 | 0.00% | −2,630−100.0% | Sold out |
| Carroll Financial Associates, Inc. | 0 | $0 | 0.00% | −2,484−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −1,906−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −1,217−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −1,006−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −1,039−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −1,007−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −655−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −271−100.0% | Sold out |
| McCarthy Grittinger Financial Group, LLC | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |