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 |
|---|---|---|---|---|---|
| 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 |
| Cullen Capital Management LLC | 18,707 | $70.0K | 0.00% | −134,340−87.8% | Reduced |
| Comerica Securities,inc. | 16,735 | $64.0K | 0.00% | −17,595−51.3% | Reduced |
| Peapack Gladstone Financial Corp | 16,639 | $62.0K | 0.00% | −24,190−59.2% | Reduced |
| Eagle Bay Advisors LLC | 15,814 | $59.0K | 0.04% | −4,038−20.3% | Reduced |
| Janney Montgomery Scott LLC | 15,272 | $57.0K | 0.00% | −261,863−94.5% | 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 |
| Quadrant Capital Group LLC | 14,387 | $54.0K | 0.01% | −8,118−36.1% | Reduced |
| Corient Capital Partners, LLC | 14,018 | $53.0K | 0.00% | −14,482−50.8% | 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 |
| 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 |
| Cerity Partners LLC | 13,304 | $48.0K | 0.00% | +13,304 | New |
| Compagnie Lombard Odier SCmA | 12,168 | $46.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Rehmann Capital Advisory Group | 11,454 | $42.9K | 0.00% | −1,092−8.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 10,900 | $41.0K | 0.00% | +10,900 | New |
| Migdal Insurance & Financial Holdings Ltd. | 10,600 | $40.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Eaton Vance Management | 8,274 | $31.0K | 0.00% | −23,927−74.3% | Reduced |
| Huntington National Bank | 7,477 | $28.0K | 0.00% | −2,372−24.1% | Reduced |
| Platinum Investment Management Ltd | 6,912 | $26.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 5,535 | $21.0K | 0.03% | +5,535 | New |
| Pinnacle Bancorp, Inc. | 4,385 | $16.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 3,474 | $13.0K | 0.00% | −161−4.4% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Castle Financial & Retirement Planning Associates, Inc. | 703 | $3.00K | 0.01% | +703 | New |
| 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 |
| American Portfolios Advisors | 478 | $1.79K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $1.13K | 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 |
| Raffa Wealth Management, LLC | 164 | $615 | 0.00% | 00.0% | Unchanged |
| 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 |
| Sofos Investments, Inc. | 108 | – | – | −969−90.0% | Reduced |
| Cambiar Investors LLC | 0 | $0 | 0.00% | −15,986,767−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −6,406,188−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −3,330,000−100.0% | Sold out |
| Steginsky Capital LLC | 0 | $0 | 0.00% | −2,024,965−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −1,708,458−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −1,674,591−100.0% | Sold out |
| Axiom Investors LLC | 0 | $0 | 0.00% | −1,619,670−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −1,420,777−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −1,291,639−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −1,211,100−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −1,054,006−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −664,062−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −457,890−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −293,584−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −234,628−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −270,000−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −205,982−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −177,672−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −127,751−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −126,163−100.0% | Sold out |
| True North Advisors, LLC | 0 | $0 | 0.00% | −106,336−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −103,894−100.0% | Sold out |
| People's United Financial, Inc. | 0 | $0 | 0.00% | −97,585−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −95,755−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −71,202−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −68,163−100.0% | Sold out |
| Investidor Profissional Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −57,725−100.0% | Sold out |
| American National Insurance Co | 0 | $0 | 0.00% | −49,808−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −49,808−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −44,672−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −44,313−100.0% | Sold out |