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 |
|---|---|---|---|---|---|
| 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 |
| Bank of Montreal | 14,654 | $68.0K | 0.00% | −72−0.5% | Reduced |
| Burns Matteson Capital Management, LLC | 15,631 | $66.9K | 0.05% | +15,631 | New |
| Wetherby Asset Management Inc | 15,308 | $66.0K | 0.00% | −2,583−14.4% | Reduced |
| 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 |
| Boston Partners | 407,451 | $64.0K | 0.00% | +128,928+46.3% | Added |
| 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 |
| Rehmann Capital Advisory Group | 14,693 | $62.9K | 0.01% | +14,693 | New |
| Schechter Investment Advisors, LLC | 14,446 | $62.0K | 0.01% | +1,134+8.5% | Added |
| GWM Advisors LLC | 14,269 | $61.0K | 0.00% | +14,269 | New |
| Rathbone Brothers plc | 14,000 | $60.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Mercer Global Advisors Inc | 13,207 | $57.0K | 0.00% | +13,207 | New |
| Tiaa, FSB | 12,972 | $56.0K | 0.00% | +12,972 | New |
| HighTower Advisors, LLC | 12,462 | $54.0K | 0.00% | −9,835−44.1% | Reduced |
| 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 |
| Credit Agricole S A | 11,927 | $51.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| United Maritime Capital LLC | 11,500 | $49.0K | 0.45% | −26,176−69.5% | Reduced |
| Toronto Dominion Bank | 11,020 | $47.0K | 0.00% | +3,288+42.5% | Added |
| 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 |
| StoneX Group Inc. | 10,501 | $44.9K | 0.01% | +10,501 | 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 |
| Eagle Bay Advisors LLC | 7,000 | $30.0K | 0.02% | +7,000 | New |
| Huntington National Bank | 6,260 | $27.0K | 0.00% | −806−11.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,000 | $25.0K | 0.00% | +6,000 | New |
| Captrust Financial Advisors | 4,697 | $20.0K | 0.00% | +1,989+73.4% | Added |
| CWM, LLC | 3,871 | $17.0K | 0.00% | +2,937+314.5% | Added |
| First Horizon Advisors, Inc. | 3,390 | $15.0K | 0.00% | −6,133−64.4% | Reduced |
| Quadrant Capital Group LLC | 3,318 | $14.0K | 0.00% | +172+5.5% | Added |
| Global Retirement Partners, LLC | 2,963 | $13.0K | 0.00% | +26+0.9% | Added |
| Brown Brothers Harriman & Co | 2,632 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2,196 | $9.00K | 0.00% | +2,196 | New |
| 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 |
| 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 |
| 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 |
| American Portfolios Advisors | 1,037 | $4.43K | 0.00% | +559+116.9% | Added |
| 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 |
| 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 |
| Federation des caisses Desjardins du Quebec | 300 | $1.28K | 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 |
| Raffa Wealth Management, LLC | 164 | $702 | 0.00% | 00.0% | Unchanged |
| 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 |
| IFP Advisors, Inc | 1,124 | – | – | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 51 | – | – | +51 | New |
| Sofos Investments, Inc. | 88 | – | – | −44−33.3% | Reduced |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −20,872,374−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −17,934,051−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −5,256,480−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −2,450,394−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −1,850,921−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −1,390,418−100.0% | Sold out |
| Squadra Investments - Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −1,254,500−100.0% | Sold out |
| Emerging Variant Capital Management LP | 0 | $0 | 0.00% | −3,768,000−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −908,100−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −492,983−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −289,653−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −268,800−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −196,206−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −136,635−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −133,242−100.0% | Sold out |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −86,700−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −35,803−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −32,800−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −30,857−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −21,851−100.0% | Sold out |
| Corient Capital Partners, LLC | 0 | $0 | 0.00% | −18,421−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −18,009−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −13,494−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −13,108−100.0% | Sold out |
| BSW Wealth Partners | 0 | $0 | 0.00% | −12,462−100.0% | Sold out |