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, Q1 2022
Institutional positions in Itau Unibanco Holding S.A. as of Mar 31, 2022. 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
- 277
- +12 vs. Q4 2021
- Shares held
- 982.2M
- −60.7M (−5.8%) vs. Q4 2021
- Total value
- $5.57B
- +$1.66B (+42.3%) vs. Q4 2021
- New holders
- 69
- 85 more added
- Sold out
- 57
- 83 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| National Bank of Canada | 36 | $0 | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 38 | $0 | 0.00% | +38 | New |
| Private Ocean, LLC | 42 | $0 | 0.00% | +42 | New |
| Raffa Wealth Management, LLC | 164 | $936 | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 212 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 245 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 192 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 168 | $1.00K | 0.00% | +168 | New |
| Federation des caisses Desjardins du Quebec | 300 | $1.71K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 306 | $2.00K | 0.00% | −304−49.8% | Reduced |
| Financial Connections Group, Inc. | 412 | $2.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 381 | $2.00K | 0.00% | +381 | New |
| Financial Management Professionals, Inc. | 278 | $2.00K | 0.00% | +278 | New |
| American Portfolios Advisors | 478 | $2.73K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 524 | $3.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 502 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 460 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 564 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 455 | $3.00K | 0.00% | +455 | New |
| Oliver Lagore Vanvalin Investment Group | 495 | $3.00K | 0.00% | +495 | New |
| CWM, LLC | 934 | $5.00K | 0.00% | +934 | New |
| Patriot Financial Group Insurance Agency, LLC | 915 | $5.00K | 0.00% | +915 | New |
| Sageworth Trust Co of South Dakota | 1,022 | $6.00K | 0.01% | −4,513−81.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,135 | $6.00K | 0.00% | +1,135 | New |
| Ancora Advisors, LLC | 1,245 | $7.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,450 | $8.00K | 0.00% | +1,450 | New |
| Fortis Advisors, LLC | 1,500 | $9.00K | 0.00% | +1,500 | New |
| TCWP LLC | 1,712 | $9.00K | 0.00% | +1,712 | New |
| Washington Trust Advisors, Inc. | 1,762 | $10.0K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 1,692 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,815 | $10.0K | 0.00% | +323+21.6% | Added |
| Captrust Financial Advisors | 2,708 | $15.0K | 0.00% | −34,331−92.7% | Reduced |
| Brown Brothers Harriman & Co | 2,632 | $15.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,937 | $16.0K | 0.00% | +257+9.6% | Added |
| Quadrant Capital Group LLC | 3,146 | $18.0K | 0.00% | −11,241−78.1% | Reduced |
| IFP Advisors, Inc | 1,124 | $18.0K | 0.00% | +1,124 | New |
| Fieldpoint Private Securities, LLC | 3,480 | $20.0K | 0.00% | +920+35.9% | Added |
| 1832 Asset Management L.P. | 7,003 | $39.0K | 0.00% | −6,195−46.9% | Reduced |
| Huntington National Bank | 7,066 | $40.0K | 0.00% | −411−5.5% | Reduced |
| Toronto Dominion Bank | 7,732 | $44.0K | 0.00% | −11,529−59.9% | Reduced |
| Investors Research Corp | 8,911 | $51.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 8,960 | $52.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 9,523 | $54.0K | 0.00% | −14,609−60.5% | Reduced |
| Platinum Investment Management Ltd | 9,491 | $54.0K | 0.00% | +2,579+37.3% | Added |
| FMR LLC | 9,991 | $57.0K | 0.00% | +9,717+3,546.4% | Added |
| Deltec Asset Management LLC | 10,292 | $59.0K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 10,600 | $61.0K | 0.00% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 10,854 | $62.0K | 0.00% | +10,854 | New |
| First Affirmative Financial Network | 11,041 | $63.0K | 0.06% | +11,041 | New |
| Eaton Vance Management | 11,245 | $64.0K | 0.00% | +2,971+35.9% | Added |
| Johnson Investment Counsel Inc | 11,550 | $66.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 11,927 | $68.0K | 0.00% | −20,000−62.6% | Reduced |
| Compagnie Lombard Odier SCmA | 12,168 | $69.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 12,189 | $69.0K | 0.00% | +818+7.2% | Added |
| Cutler Group LP | 12,500 | $71.0K | 0.01% | −10,100−44.7% | Reduced |
| BSW Wealth Partners | 12,462 | $71.0K | 0.02% | +408+3.4% | Added |
| Regions Financial Corp | 13,108 | $75.0K | 0.00% | −86,332−86.8% | Reduced |
| Schechter Investment Advisors, LLC | 13,312 | $76.0K | 0.01% | +13,312 | New |
| Aigen Investment Management, LP | 13,494 | $77.0K | 0.01% | +13,494 | New |
| Altfest L J & Co Inc | 13,983 | $80.0K | 0.01% | −667−4.6% | Reduced |
| Wambolt & Associates, LLC | 13,720 | $80.0K | 0.03% | −991−6.7% | Reduced |
| Rathbone Brothers plc | 14,000 | $80.0K | 0.00% | +14,000 | New |
| Mark Stevens | 14,517 | $83.0K | 0.01% | +14,517 | New |
| Bank of Montreal | 14,726 | $85.0K | 0.00% | −302,272−95.4% | Reduced |
| Peapack Gladstone Financial Corp | 15,142 | $86.0K | 0.00% | −1,497−9.0% | Reduced |
| FDx Advisors, Inc. | 15,437 | $88.0K | 0.00% | −103,042−87.0% | Reduced |
| Brinker Capital Investments, LLC | 16,077 | $92.0K | 0.00% | −68,279−80.9% | Reduced |
| Calamos Wealth Management LLC | 16,064 | $92.0K | 0.01% | +16,064 | New |
| Wells Fargo & Company | 16,956 | $96.0K | 0.00% | +3,931+30.2% | Added |
| Sequoia Financial Advisors, LLC | 17,049 | $97.0K | 0.00% | +17,049 | New |
| Pinnacle Wealth Planning Services, Inc. | 17,244 | $98.0K | 0.02% | +17,244 | New |
| Wetherby Asset Management Inc | 17,891 | $102.0K | 0.01% | −13,549−43.1% | Reduced |
| Fulton Bank, N.A. | 18,101 | $103.0K | 0.00% | +18,101 | New |
| CIBC World Markets Inc. | 18,009 | $103.0K | 0.00% | +18,009 | New |
| Corient Capital Partners, LLC | 18,421 | $105.0K | 0.01% | +4,403+31.4% | Added |
| Lake Street Advisors Group, LLC | 18,658 | $107.0K | 0.01% | −3,779−16.8% | Reduced |
| KCS Wealth Advisory | 20,351 | $116.0K | 0.05% | +1,176+6.1% | Added |
| JustInvest LLC | 20,265 | $116.0K | 0.01% | +7,070+53.6% | Added |
| Aviva PLC | 20,670 | $118.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 21,164 | $121.0K | 0.01% | +7,793+58.3% | Added |
| Perpetual Investment Management Ltd | 21,962 | $125.0K | 0.02% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 21,851 | $125.0K | 0.01% | +21,851 | New |
| HighTower Advisors, LLC | 22,297 | $128.0K | 0.00% | −11,726−34.5% | Reduced |
| Cerity Partners LLC | 24,706 | $141.0K | 0.00% | +11,402+85.7% | Added |
| Stifel Financial Corp | 25,036 | $143.0K | 0.00% | +2,636+11.8% | Added |
| Ameraudi Asset Management, Inc. | 25,150 | $144.0K | 0.05% | +25,150 | New |
| River Road Asset Management, LLC | 29,601 | $169.0K | 0.00% | −2,408−7.5% | Reduced |
| Ergoteles LLC | 30,857 | $176.0K | 0.01% | +30,857 | New |
| Baldwin Brothers Inc | 31,383 | $179.0K | 0.02% | −3,165−9.2% | Reduced |
| Gould Asset Management LLC | 31,500 | $180.0K | 0.05% | +2,130+7.3% | Added |
| Bayesian Capital Management, LP | 32,800 | $187.0K | 0.03% | +32,800 | New |
| Checchi Capital Advisers, LLC | 34,461 | $197.0K | 0.02% | +555+1.6% | Added |
| Bank of New York Mellon Corp | 34,975 | $199.0K | 0.00% | +11,468+48.8% | Added |
| Hilltop Holdings Inc. | 34,974 | $200.0K | 0.02% | −625−1.8% | Reduced |
| Blair William & Co | 35,013 | $200.0K | 0.00% | +8,285+31.0% | Added |
| Sompo Asset Management Co., Ltd. | 35,880 | $204.0K | 0.04% | −5,160−12.6% | Reduced |
| Quantamental Technologies LLC | 35,803 | $204.0K | 0.12% | +35,803 | New |
| Qtron Investments LLC | 37,257 | $213.0K | 0.05% | 00.0% | Unchanged |
| United Maritime Capital LLC | 37,676 | $215.0K | 0.59% | −85,000−69.3% | Reduced |
| Winton Group Ltd | 37,599 | $215.0K | 0.01% | +37,599 | New |