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 |
|---|---|---|---|---|---|
| Corient Capital Partners, LLC | 18,421 | $105.0K | 0.01% | +4,403+31.4% | Added |
| 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 |
| Wetherby Asset Management Inc | 17,891 | $102.0K | 0.01% | −13,549−43.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 17,244 | $98.0K | 0.02% | +17,244 | New |
| Sequoia Financial Advisors, LLC | 17,049 | $97.0K | 0.00% | +17,049 | New |
| Wells Fargo & Company | 16,956 | $96.0K | 0.00% | +3,931+30.2% | Added |
| 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 |
| FDx Advisors, Inc. | 15,437 | $88.0K | 0.00% | −103,042−87.0% | Reduced |
| Peapack Gladstone Financial Corp | 15,142 | $86.0K | 0.00% | −1,497−9.0% | Reduced |
| Bank of Montreal | 14,726 | $85.0K | 0.00% | −302,272−95.4% | Reduced |
| Mark Stevens | 14,517 | $83.0K | 0.01% | +14,517 | 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 |
| Aigen Investment Management, LP | 13,494 | $77.0K | 0.01% | +13,494 | New |
| Schechter Investment Advisors, LLC | 13,312 | $76.0K | 0.01% | +13,312 | New |
| Regions Financial Corp | 13,108 | $75.0K | 0.00% | −86,332−86.8% | Reduced |
| 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 |
| 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 |
| Credit Agricole S A | 11,927 | $68.0K | 0.00% | −20,000−62.6% | Reduced |
| Johnson Investment Counsel Inc | 11,550 | $66.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 11,245 | $64.0K | 0.00% | +2,971+35.9% | Added |
| First Affirmative Financial Network | 11,041 | $63.0K | 0.06% | +11,041 | New |
| Gateway Investment Advisers LLC | 10,854 | $62.0K | 0.00% | +10,854 | New |
| Migdal Insurance & Financial Holdings Ltd. | 10,600 | $61.0K | 0.00% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 10,292 | $59.0K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 9,991 | $57.0K | 0.00% | +9,717+3,546.4% | Added |
| 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 |
| Umb Bank N A | 8,960 | $52.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 8,911 | $51.0K | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 7,732 | $44.0K | 0.00% | −11,529−59.9% | Reduced |
| Huntington National Bank | 7,066 | $40.0K | 0.00% | −411−5.5% | Reduced |
| 1832 Asset Management L.P. | 7,003 | $39.0K | 0.00% | −6,195−46.9% | Reduced |
| Fieldpoint Private Securities, LLC | 3,480 | $20.0K | 0.00% | +920+35.9% | 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 |
| Global Retirement Partners, LLC | 2,937 | $16.0K | 0.00% | +257+9.6% | 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 |
| 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 |
| Fortis Advisors, LLC | 1,500 | $9.00K | 0.00% | +1,500 | New |
| TCWP LLC | 1,712 | $9.00K | 0.00% | +1,712 | New |
| JFS Wealth Advisors, LLC | 1,450 | $8.00K | 0.00% | +1,450 | New |
| Ancora Advisors, LLC | 1,245 | $7.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| CWM, LLC | 934 | $5.00K | 0.00% | +934 | New |
| Patriot Financial Group Insurance Agency, LLC | 915 | $5.00K | 0.00% | +915 | New |
| 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 |
| American Portfolios Advisors | 478 | $2.73K | 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 |
| Federation des caisses Desjardins du Quebec | 300 | $1.71K | 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 |
| Raffa Wealth Management, LLC | 164 | $936 | 0.00% | 00.0% | Unchanged |
| 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 |
| Sofos Investments, Inc. | 132 | – | – | +24+22.2% | Added |
| Aaron Wealth Advisors | 45,120 | – | – | +45,120 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −3,474−100.0% | Sold out |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 0 | $0 | 0.00% | −28,600,000−100.0% | Sold out |
| Dynamo Administracao de Recursos Ltda. | 0 | $0 | 0.00% | −7,006,277−100.0% | Sold out |
| Dynamo Internacional Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −5,197,823−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −3,949,500−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −2,180,763−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −2,010,872−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,635,451−100.0% | Sold out |
| Sagil Capital LLP | 0 | $0 | 0.00% | −1,085,300−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −934,264−100.0% | Sold out |
| Glovista Investments LLC | 0 | $0 | 0.00% | −855,370−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −800,000−100.0% | Sold out |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −651,340−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −471,413−100.0% | Sold out |
| Newfoundland Capital Management | 0 | $0 | 0.00% | −380,100−100.0% | Sold out |
| Indus Capital Partners, LLC | 0 | $0 | 0.00% | −374,955−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −373,418−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −285,836−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −275,431−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −270,131−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −258,555−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −248,981−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −240,800−100.0% | Sold out |