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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.

Institutional holdersQ1 2022: 277 institutions
Q1 2021: 303 institutionsQ2 2021: 303 institutionsQ3 2021: 306 institutionsQ4 2021: 269 institutionsQ1 2022: 277 institutionsQ2 2022: 274 institutionsQ3 2022: 269 institutionsQ4 2022: 290 institutionsQ1 2023: 273 institutionsQ2 2023: 289 institutionsQ3 2023: 285 institutionsQ4 2023: 315 institutionsQ1 2024: 324 institutionsQ2 2024: 334 institutionsQ3 2024: 348 institutionsQ4 2024: 332 institutionsQ1 2025: 316 institutionsQ2 2025: 333 institutionsQ3 2025: 335 institutionsQ4 2025: 383 institutionsQ1 2026: 389 institutionsQ2 2026: 394 institutions
Value heldQ1 2022: $5.57B
Q1 2021: $5.10BQ2 2021: $6.38BQ3 2021: $5.44BQ4 2021: $3.92BQ1 2022: $5.57BQ2 2022: $3.78BQ3 2022: $4.17BQ4 2022: $3.96BQ1 2023: $4.03BQ2 2023: $4.85BQ3 2023: $4.40BQ4 2023: $5.83BQ1 2024: $5.62BQ2 2024: $4.90BQ3 2024: $5.72BQ4 2024: $4.43BQ1 2025: $5.56BQ2 2025: $7.78BQ3 2025: $8.84BQ4 2025: $8.72BQ1 2026: $10.0BQ2 2026: $9.52B
Institutions holding ITUB and their total value by quarter
QuarterHoldersValue
Q2 2026394$9.52B
Q1 2026389$10.0B
Q4 2025383$8.72B
Q3 2025335$8.84B
Q2 2025333$7.78B
Q1 2025316$5.56B
Q4 2024332$4.43B
Q3 2024348$5.72B
Q2 2024334$4.90B
Q1 2024324$5.62B
Q4 2023315$5.83B
Q3 2023285$4.40B
Q2 2023289$4.85B
Q1 2023273$4.03B
Q4 2022290$3.96B
Q3 2022269$4.17B
Q2 2022274$3.78B
Q1 2022277$5.57B
Q4 2021269$3.92B
Q3 2021306$5.44B
Q2 2021303$6.38B
Q1 2021303$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.

Institutions holding ITUB in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Mariner, LLC0$00.00%−193,757−100.0%Sold out
SG Americas Securities, LLC0$00.00%−192,036−100.0%Sold out
Prudential Financial Inc0$00.00%−77,649−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−61,400−100.0%Sold out
YorkBridge Wealth Partners, LLC0$00.00%−60,725−100.0%Sold out
DnB Asset Management AS0$00.00%−53,972−100.0%Sold out
Pitcairn Co0$00.00%−51,630−100.0%Sold out
Marks Group Wealth Management, Inc0$00.00%−52,956−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−44,277−100.0%Sold out
Bokf, NA0$00.00%−37,989−100.0%Sold out
Capital Markets Trading UK LLP0$00.00%−37,528−100.0%Sold out
TD Private Client Wealth LLC0$00.00%−35,593−100.0%Sold out
MML Investors Services, LLC0$00.00%−30,252−100.0%Sold out
Avestar Capital, LLC0$00.00%−29,932−100.0%Sold out
Park Avenue Securities LLC0$00.00%−23,330−100.0%Sold out
One Wealth Advisors, LLC0$00.00%−22,152−100.0%Sold out
ING Groep NV0$00.00%−21,620−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−19,484−100.0%Sold out
IPG Investment Advisors LLC0$00.00%−18,970−100.0%Sold out
Comerica Securities,inc.0$00.00%−16,735−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−15,814−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−15,272−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−12,014−100.0%Sold out
Rehmann Capital Advisory Group0$00.00%−11,454−100.0%Sold out
Personal Cfo Solutions, LLC0$00.00%−10,524−100.0%Sold out
Pinnacle Bancorp, Inc.0$00.00%−4,385−100.0%Sold out
Spire Wealth Management0$00.00%−1,921−100.0%Sold out
Sageworth Trust Co0$00.00%−1,664−100.0%Sold out
GW&K Investment Management, LLC0$00.00%−1,325−100.0%Sold out
FinTrust Capital Advisors, LLC0$00.00%−1,138−100.0%Sold out
Snowden Capital Advisors LLC0$00.00%−1,097−100.0%Sold out
Bellwether Advisors, LLC0$00.00%−589−100.0%Sold out
Sargent Bickham Lagudis LLC0$00.00%−219−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−94−100.0%Sold out
Reilly Financial Advisors, LLC––––Not filed
Bell Investment Advisors, Inc––––Not filed
Castle Financial & Retirement Planning Associates, Inc.––––Not filed
NEXT Financial Group, Inc––––Not filed