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, Q2 2022
Institutional positions in Itau Unibanco Holding S.A. as of Jun 30, 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
- 274
- +1 vs. Q1 2022
- Shares held
- 881.9M
- −95.4M (−9.8%) vs. Q1 2022
- Total value
- $3.78B
- −$1.76B (−31.7%) vs. Q1 2022
- New holders
- 39
- 93 more added
- Sold out
- 38
- 90 more reduced
4 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Signaturefd, LLC | 3 | $0 | 0.00% | −499−99.4% | Reduced |
| National Bank of Canada | 36 | $0 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 42 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 62 | $0 | 0.00% | +62 | New |
| Raffa Wealth Management, LLC | 164 | $702 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 412 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 290 | $1.00K | 0.00% | +45+18.4% | Added |
| Tyler-Stone Wealth Management | 192 | $1.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 238 | $1.00K | 0.00% | +238 | New |
| Atticus Wealth Management, LLC | 256 | $1.00K | 0.00% | +256 | New |
| Federation des caisses Desjardins du Quebec | 300 | $1.28K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 371 | $2.00K | 0.00% | −764−67.3% | Reduced |
| Whittier Trust Co | 524 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 460 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 564 | $2.00K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 432 | $2.00K | 0.00% | +220+103.8% | Added |
| Schubert & Co | 401 | $2.00K | 0.00% | +401 | New |
| JFS Wealth Advisors, LLC | 934 | $4.00K | 0.00% | −516−35.6% | Reduced |
| Sageworth Trust Co of South Dakota | 1,022 | $4.00K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 840 | $4.00K | 0.00% | +840 | New |
| American Portfolios Advisors | 1,037 | $4.43K | 0.00% | +559+116.9% | Added |
| Fortis Advisors, LLC | 1,500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,445 | $6.00K | 0.00% | +530+57.9% | Added |
| CIBC Private Wealth Group, LLC | 1,416 | $6.00K | 0.00% | +1,035+271.7% | Added |
| Cutler Group LP | 1,689 | $7.00K | 0.00% | −10,811−86.5% | Reduced |
| Fieldpoint Private Securities, LLC | 1,526 | $7.00K | 0.00% | −1,954−56.1% | Reduced |
| Farmers & Merchants Investments Inc | 1,815 | $8.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,762 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2,196 | $9.00K | 0.00% | +2,196 | New |
| Brown Brothers Harriman & Co | 2,632 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,963 | $13.0K | 0.00% | +26+0.9% | Added |
| Quadrant Capital Group LLC | 3,318 | $14.0K | 0.00% | +172+5.5% | Added |
| First Horizon Advisors, Inc. | 3,390 | $15.0K | 0.00% | −6,133−64.4% | Reduced |
| CWM, LLC | 3,871 | $17.0K | 0.00% | +2,937+314.5% | Added |
| Captrust Financial Advisors | 4,697 | $20.0K | 0.00% | +1,989+73.4% | Added |
| Allspring Global Investments Holdings, LLC | 6,000 | $25.0K | 0.00% | +6,000 | New |
| Huntington National Bank | 6,260 | $27.0K | 0.00% | −806−11.4% | Reduced |
| Eagle Bay Advisors LLC | 7,000 | $30.0K | 0.02% | +7,000 | New |
| Umb Bank N A | 8,960 | $38.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 8,911 | $38.0K | 0.01% | 00.0% | Unchanged |
| StoneX Group Inc. | 10,501 | $44.9K | 0.01% | +10,501 | New |
| Gateway Investment Advisers LLC | 10,854 | $46.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 10,600 | $46.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 10,793 | $46.0K | 0.00% | +802+8.0% | Added |
| Toronto Dominion Bank | 11,020 | $47.0K | 0.00% | +3,288+42.5% | Added |
| United Maritime Capital LLC | 11,500 | $49.0K | 0.45% | −26,176−69.5% | Reduced |
| First Affirmative Financial Network | 11,580 | $50.0K | 0.06% | +539+4.9% | Added |
| We Are One Seven, LLC | 11,587 | $50.0K | 0.01% | +11,587 | New |
| Credit Agricole S A | 11,927 | $51.0K | 0.00% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 12,240 | $52.0K | 0.03% | −139,363−91.9% | Reduced |
| Creative Planning | 12,208 | $52.0K | 0.00% | +19+0.2% | Added |
| Compagnie Lombard Odier SCmA | 12,168 | $52.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 12,462 | $54.0K | 0.00% | −9,835−44.1% | Reduced |
| Tiaa, FSB | 12,972 | $56.0K | 0.00% | +12,972 | New |
| Mercer Global Advisors Inc | 13,207 | $57.0K | 0.00% | +13,207 | New |
| Altfest L J & Co Inc | 13,889 | $59.0K | 0.01% | −94−0.7% | Reduced |
| Wambolt & Associates, LLC | 13,720 | $59.0K | 0.02% | 00.0% | Unchanged |
| Rathbone Brothers plc | 14,000 | $60.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 14,269 | $61.0K | 0.00% | +14,269 | New |
| Schechter Investment Advisors, LLC | 14,446 | $62.0K | 0.01% | +1,134+8.5% | Added |
| Rehmann Capital Advisory Group | 14,693 | $62.9K | 0.01% | +14,693 | New |
| Brinker Capital Investments, LLC | 14,772 | $63.0K | 0.00% | −1,305−8.1% | Reduced |
| FDx Advisors, Inc. | 14,648 | $63.0K | 0.00% | −789−5.1% | Reduced |
| Boston Partners | 407,451 | $64.0K | 0.00% | +128,928+46.3% | Added |
| Peapack Gladstone Financial Corp | 15,142 | $65.0K | 0.00% | 00.0% | Unchanged |
| Mark Stevens | 15,176 | $65.0K | 0.01% | +659+4.5% | Added |
| Wetherby Asset Management Inc | 15,308 | $66.0K | 0.00% | −2,583−14.4% | Reduced |
| Burns Matteson Capital Management, LLC | 15,631 | $66.9K | 0.05% | +15,631 | New |
| Bank of Montreal | 14,654 | $68.0K | 0.00% | −72−0.5% | Reduced |
| Fulton Bank, N.A. | 16,204 | $69.0K | 0.00% | −1,897−10.5% | Reduced |
| Cetera Investment Advisers | 16,076 | $69.0K | 0.00% | +16,076 | New |
| Sequoia Financial Advisors, LLC | 16,829 | $72.0K | 0.00% | −220−1.3% | Reduced |
| Calamos Wealth Management LLC | 18,404 | $79.0K | 0.01% | +2,340+14.6% | Added |
| Veracity Capital LLC | 19,407 | $83.0K | 0.04% | +19,407 | New |
| Pinnacle Wealth Planning Services, Inc. | 20,185 | $86.0K | 0.02% | +2,941+17.1% | Added |
| KCS Wealth Advisory | 20,351 | $87.0K | 0.04% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 20,442 | $87.0K | 0.01% | +1,784+9.6% | Added |
| Aviva PLC | 20,670 | $88.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 21,668 | $92.0K | 0.00% | −96,457−81.7% | Reduced |
| QCM Cayman, Ltd. | 21,506 | $92.0K | 1.59% | −37,859−63.8% | Reduced |
| Perpetual Investment Management Ltd | 21,962 | $94.0K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 22,057 | $94.0K | 0.00% | +1,792+8.8% | Added |
| HBK Sorce Advisory LLC | 24,553 | $105.0K | 0.01% | −22,220−47.5% | Reduced |
| Johnson Investment Counsel Inc | 24,800 | $106.0K | 0.00% | +13,250+114.7% | Added |
| Ameraudi Asset Management, Inc. | 25,150 | $108.0K | 0.04% | 00.0% | Unchanged |
| Ethic Inc. | 26,273 | $112.0K | 0.01% | −35,653−57.6% | Reduced |
| Parametrica Management Ltd | 25,968 | $112.0K | 0.12% | +25,968 | New |
| Claro Advisors LLC | 27,718 | $119.0K | 0.05% | +27,718 | New |
| Hilltop Holdings Inc. | 30,326 | $129.0K | 0.02% | −4,648−13.3% | Reduced |
| Baldwin Brothers Inc | 30,460 | $130.0K | 0.02% | −923−2.9% | Reduced |
| Bank of New York Mellon Corp | 33,352 | $142.0K | 0.00% | −1,623−4.6% | Reduced |
| Blair William & Co | 35,087 | $150.0K | 0.00% | +74+0.2% | Added |
| Gould Asset Management LLC | 35,115 | $150.0K | 0.05% | +3,615+11.5% | Added |
| Sompo Asset Management Co., Ltd. | 35,880 | $153.0K | 0.04% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 35,053 | $158.0K | 0.02% | +592+1.7% | Added |
| Qtron Investments LLC | 37,257 | $159.0K | 0.03% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 38,026 | $163.0K | 0.08% | +38,026 | New |
| Alterna Wealth Management, Inc | 39,156 | $167.0K | 0.17% | −11,771−23.1% | Reduced |
| Vontobel Holding Ltd. | 39,119 | $167.0K | 0.00% | +1,204+3.2% | Added |
| Advisors Asset Management, Inc. | 39,441 | $169.0K | 0.00% | +39,441 | New |