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, Q3 2022
Institutional positions in Itau Unibanco Holding S.A. as of Sep 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
- 269
- −1 vs. Q2 2022
- Shares held
- 809.8M
- −71.4M (−8.1%) vs. Q2 2022
- Total value
- $4.17B
- +$388.4M (+10.3%) vs. Q2 2022
- New holders
- 31
- 86 more added
- Sold out
- 32
- 107 more reduced
4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Burns Matteson Capital Management, LLC | 15,631 | $80.8K | 0.06% | 00.0% | Unchanged |
| FMR LLC | 15,579 | $80.0K | 0.00% | +4,786+44.3% | Added |
| Hilltop Holdings Inc. | 15,311 | $79.0K | 0.01% | −15,015−49.5% | Reduced |
| Schechter Investment Advisors, LLC | 15,157 | $78.0K | 0.01% | +711+4.9% | Added |
| GWM Advisors LLC | 15,050 | $78.0K | 0.00% | +781+5.5% | Added |
| Wetherby Asset Management Inc | 14,843 | $77.0K | 0.01% | −465−3.0% | Reduced |
| Peapack Gladstone Financial Corp | 14,935 | $77.0K | 0.00% | −207−1.4% | Reduced |
| Brinker Capital Investments, LLC | 14,347 | $74.0K | 0.00% | −425−2.9% | Reduced |
| Summit Financial, LLC | 14,305 | $74.0K | 0.01% | +14,305 | New |
| DGS Capital Management, LLC | 14,188 | $73.4K | 0.05% | +14,188 | New |
| Rathbone Brothers plc | 14,000 | $72.0K | 0.00% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 13,889 | $72.0K | 0.01% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 13,720 | $71.0K | 0.03% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 13,544 | $70.0K | 0.00% | −884,428−98.5% | Reduced |
| Sequoia Financial Advisors, LLC | 13,634 | $70.0K | 0.00% | −3,195−19.0% | Reduced |
| Bank of Montreal | 13,379 | $70.0K | 0.00% | −1,275−8.7% | Reduced |
| Rehmann Capital Advisory Group | 13,502 | $69.8K | 0.01% | −1,191−8.1% | Reduced |
| Mercer Global Advisors Inc | 13,174 | $68.0K | 0.00% | −33−0.2% | Reduced |
| Tiaa, FSB | 12,904 | $67.0K | 0.00% | −68−0.5% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 12,500 | $65.0K | 0.06% | +12,500 | New |
| Calamos Wealth Management LLC | 12,393 | $64.0K | 0.01% | −6,011−32.7% | Reduced |
| HighTower Advisors, LLC | 12,253 | $64.0K | 0.00% | −209−1.7% | Reduced |
| Creative Planning | 12,318 | $64.0K | 0.00% | +110+0.9% | Added |
| Compagnie Lombard Odier SCmA | 12,168 | $63.0K | 0.00% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 12,182 | $63.0K | 0.00% | +12,182 | New |
| Credit Agricole S A | 11,927 | $62.0K | 0.00% | 00.0% | Unchanged |
| QCM Cayman, Ltd. | 11,759 | $61.0K | 0.89% | −9,747−45.3% | Reduced |
| Mark Stevens | 11,883 | $61.0K | 0.01% | −3,293−21.7% | Reduced |
| First Affirmative Financial Network | 11,442 | $59.0K | 0.08% | −138−1.2% | Reduced |
| We Are One Seven, LLC | 11,592 | $59.0K | 0.01% | +50.0% | Added |
| Arrowstreet Capital, Limited Partnership | 10,800 | $56.0K | 0.00% | +10,800 | New |
| Ronald Blue Trust, Inc. | 11,340 | $49.0K | 0.00% | +11,278+18,190.3% | Added |
| Investors Research Corp | 8,911 | $46.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 8,800 | $45.0K | 0.00% | +8,800 | New |
| Toronto Dominion Bank | 8,509 | $44.0K | 0.00% | −2,511−22.8% | Reduced |
| Huntington National Bank | 8,353 | $43.0K | 0.00% | +2,093+33.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 7,600 | $40.0K | 0.00% | −3,000−28.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,000 | $31.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,737 | $24.0K | 0.00% | +1,419+42.8% | Added |
| CWM, LLC | 4,253 | $22.0K | 0.00% | +382+9.9% | Added |
| Global Retirement Partners, LLC | 3,077 | $18.0K | 0.00% | +114+3.8% | Added |
| IFP Advisors, Inc | 1,108 | $18.0K | 0.00% | −16−1.4% | Reduced |
| Umb Bank N A | 3,244 | $17.0K | 0.00% | −5,716−63.8% | Reduced |
| Brown Brothers Harriman & Co | 2,632 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2,196 | $11.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,319 | $7.00K | 0.00% | −2,071−61.1% | Reduced |
| JFS Wealth Advisors, LLC | 1,363 | $7.00K | 0.00% | +429+45.9% | Added |
| Glassman Wealth Services | 1,409 | $7.00K | 0.00% | +1,119+385.9% | Added |
| FinTrust Capital Advisors, LLC | 1,093 | $6.00K | 0.00% | +253+30.1% | Added |
| American Portfolios Advisors | 1,037 | $5.36K | 0.00% | 00.0% | Unchanged |
| Emerging Variant Capital Management LP | 3,100,000 | $5.00K | 0.56% | +3,100,000 | New |
| Van Eck Associates Corp | 808 | $4.00K | 0.00% | +376+87.0% | Added |
| Tower Research Capital LLC (TRC) | 500 | $3.00K | 0.00% | −143,511−99.7% | Reduced |
| Whittier Trust Co | 524 | $3.00K | 0.00% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 391 | $2.04K | 0.00% | +391 | New |
| TD Ameritrade Investment Management, LLC | 460 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 461 | $2.00K | 0.00% | +60+15.0% | Added |
| Financial Connections Group, Inc. | 412 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 436 | $2.00K | 0.00% | +436 | New |
| Wipfli Financial Advisors LLC, | 346 | $2.00K | 0.00% | +346 | New |
| Federation des caisses Desjardins du Quebec | 300 | $1.55K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 256 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 192 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 142 | $1.00K | 0.00% | +142 | New |
| Bell Investment Advisors, Inc | 119 | $1.00K | 0.00% | +119 | New |
| Raffa Wealth Management, LLC | 164 | $848 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 36 | $0 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 100 | – | – | +12+13.6% | Added |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −4,316,401−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −3,533,511−100.0% | Sold out |
| Atmos Capital Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −3,057,279−100.0% | Sold out |
| Moneda S.A. Administradora General de Fondos | 0 | $0 | 0.00% | −1,015,215−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −755,172−100.0% | Sold out |
| Sharp Capital Gestora de Recursos Ltda. | 0 | $0 | 0.00% | −751,713−100.0% | Sold out |
| Absoluto Partners Gestao de Recursos Ltda | 0 | $0 | 0.00% | −276,810−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −212,270−100.0% | Sold out |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −181,727−100.0% | Sold out |
| Newfoundland Capital Management | 0 | $0 | 0.00% | −168,000−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −116,168−100.0% | Sold out |
| Matthews International Capital Management LLC | 0 | $0 | 0.00% | −50,400−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −39,119−100.0% | Sold out |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −38,026−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −35,087−100.0% | Sold out |
| Parametrica Management Ltd | 0 | $0 | 0.00% | −25,968−100.0% | Sold out |
| United Maritime Capital LLC | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −10,854−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −10,501−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −4,697−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −1,815−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −1,762−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −1,689−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −1,416−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −1,445−100.0% | Sold out |
| Fortis Advisors, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −1,022−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −371−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |