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, Q4 2022
Institutional positions in Itau Unibanco Holding S.A. as of Dec 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
- 290
- +25 vs. Q3 2022
- Shares held
- 841.1M
- +31.9M (+3.9%) vs. Q3 2022
- Total value
- $3.96B
- −$210.2M (−5.0%) vs. Q3 2022
- New holders
- 52
- 94 more added
- Sold out
- 27
- 106 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Signaturefd, LLC | 3 | $14 | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 38 | $179 | 0.00% | +38 | New |
| Rosenberg Matthew Hamilton | 81 | $382 | 0.00% | +81 | New |
| Harbour Investments, Inc. | 111 | $523 | 0.00% | +111 | New |
| Bell Investment Advisors, Inc | 119 | $560 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 123 | $579 | 0.00% | +123 | New |
| Hollencrest Capital Management | 148 | $697 | 0.00% | +148 | New |
| Raffa Wealth Management, LLC | 164 | $772 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 206 | $970 | 0.00% | +206 | New |
| Umb Bank N A | 217 | $1.00K | 0.00% | −3,027−93.3% | Reduced |
| Financial Connections Group, Inc. | 412 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 192 | $1.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $1.41K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 301 | $1.42K | 0.00% | +301 | New |
| Advisory Services Network, LLC | 397 | $1.87K | 0.00% | +397 | New |
| Schubert & Co | 421 | $1.98K | 0.00% | −40−8.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 460 | $2.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 524 | $2.47K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 667 | $3.14K | 0.00% | −652−49.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 710 | $3.34K | 0.00% | +710 | New |
| JFS Wealth Advisors, LLC | 951 | $4.48K | 0.00% | −412−30.2% | Reduced |
| Van Eck Associates Corp | 1,106 | $5.00K | 0.00% | +298+36.9% | Added |
| FinTrust Capital Advisors, LLC | 1,093 | $5.15K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1,242 | $6.00K | 0.00% | −7,267−85.4% | Reduced |
| GWM Advisors LLC | 21,190 | $6.02K | 0.00% | +6,140+40.8% | Added |
| Lindbrook Capital, LLC | 1,696 | $7.99K | 0.00% | +1,696 | New |
| Tortoise Investment Management, LLC | 2,196 | $10.3K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,408 | $11.0K | 0.00% | +2,408 | New |
| Brown Brothers Harriman & Co | 2,632 | $12.4K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,960 | $13.9K | 0.00% | +1,551+110.1% | Added |
| Global Retirement Partners, LLC | 3,011 | $14.2K | 0.00% | −66−2.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 3,600 | $17.0K | 0.00% | −4,000−52.6% | Reduced |
| CWM, LLC | 4,558 | $21.0K | 0.00% | +305+7.2% | Added |
| Allspring Global Investments Holdings, LLC | 6,143 | $28.9K | 0.00% | +143+2.4% | Added |
| Quadrant Capital Group LLC | 6,632 | $31.2K | 0.00% | +1,895+40.0% | Added |
| Natixis | 8,000 | $37.7K | 0.00% | +8,000 | New |
| Harbor Investment Advisory, LLC | 8,472 | $39.9K | 0.01% | +8,472 | New |
| ClariVest Asset Management LLC | 8,700 | $41.0K | 0.00% | −35,600−80.4% | Reduced |
| Penserra Capital Management LLC | 8,820 | $41.0K | 0.00% | +8,820 | New |
| Investors Research Corp | 8,911 | $42.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 9,600 | $45.2K | 0.00% | −2,327−19.5% | Reduced |
| Huntington National Bank | 9,769 | $46.0K | 0.00% | +1,416+17.0% | Added |
| Fox Run Management, L.L.C. | 10,297 | $48.5K | 0.02% | +10,297 | New |
| Alliance Wealth Advisors, LLC | 10,385 | $48.9K | 0.02% | +10,385 | New |
| Dorsey & Whitney Trust CO LLC | 10,071 | $49.2K | 0.00% | +10,071 | New |
| First Affirmative Financial Network | 10,784 | $50.8K | 0.06% | −658−5.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 10,846 | $51.1K | 0.01% | +10,846 | New |
| Gateway Investment Advisers LLC | 10,856 | $51.1K | 0.00% | +10,856 | New |
| Summit Financial, LLC | 11,176 | $52.6K | 0.00% | −3,129−21.9% | Reduced |
| Creative Planning | 11,258 | $53.0K | 0.00% | −1,060−8.6% | Reduced |
| We Are One Seven, LLC | 11,417 | $53.8K | 0.01% | −175−1.5% | Reduced |
| Mercer Global Advisors Inc | 11,864 | $56.0K | 0.00% | −1,310−9.9% | Reduced |
| Compagnie Lombard Odier SCmA | 12,168 | $57.0K | 0.00% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 12,199 | $57.5K | 0.05% | +12,199 | New |
| Boston Private Wealth LLC | 12,605 | $59.4K | 0.00% | +12,605 | New |
| Calamos Wealth Management LLC | 12,942 | $61.0K | 0.00% | +549+4.4% | Added |
| Fulton Bank, N.A. | 12,869 | $61.0K | 0.00% | −3,335−20.6% | Reduced |
| Massachusetts Financial Services Co | 13,028 | $61.4K | 0.00% | −516−3.8% | Reduced |
| Tiaa, FSB | 13,115 | $61.8K | 0.00% | +211+1.6% | Added |
| Altfest L J & Co Inc | 13,439 | $63.0K | 0.01% | −450−3.2% | Reduced |
| Wambolt & Associates, LLC | 13,720 | $64.6K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 13,802 | $65.0K | 0.00% | +13,802 | New |
| Grove Bank & Trust | 13,741 | $65.0K | 0.01% | +13,741 | New |
| Burns Matteson Capital Management, LLC | 13,995 | $65.9K | 0.04% | −1,636−10.5% | Reduced |
| Rathbone Brothers plc | 14,000 | $65.9K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 14,735 | $69.4K | 0.00% | −108−0.7% | Reduced |
| Bank of Montreal | 14,749 | $69.5K | 0.00% | +1,370+10.2% | Added |
| Schechter Investment Advisors, LLC | 14,784 | $69.5K | 0.01% | −373−2.5% | Reduced |
| Veracity Capital LLC | 14,857 | $70.0K | 0.03% | −1,812−10.9% | Reduced |
| Hamilton Capital, LLC | 15,291 | $72.0K | 0.00% | +3,109+25.5% | Added |
| Hilltop Holdings Inc. | 15,311 | $72.1K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 15,452 | $72.9K | 0.00% | +15,452 | New |
| Vontobel Holding Ltd. | 16,315 | $76.8K | 0.00% | +16,315 | New |
| Rehmann Capital Advisory Group | 16,366 | $77.1K | 0.01% | +2,864+21.2% | Added |
| Aviva PLC | 16,370 | $77.1K | 0.00% | −4,300−20.8% | Reduced |
| Perpetual Investment Management Ltd | 17,322 | $81.6K | 0.01% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 17,435 | $82.0K | 0.00% | +2,500+16.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 17,580 | $82.8K | 0.01% | −3,064−14.8% | Reduced |
| Bank of Nova Scotia | 18,035 | $85.0K | 0.00% | −14,230−44.1% | Reduced |
| Sequoia Financial Advisors, LLC | 18,928 | $89.2K | 0.00% | +5,294+38.8% | Added |
| Ronald Blue Trust, Inc. | 17,447 | $90.0K | 0.00% | +6,107+53.9% | Added |
| Cetera Investment Advisers | 19,210 | $90.3K | 0.00% | +3,111+19.3% | Added |
| DGS Capital Management, LLC | 20,116 | $94.7K | 0.06% | +5,928+41.8% | Added |
| Guggenheim Capital LLC | 20,538 | $96.7K | 0.00% | −15,846−43.6% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 21,385 | $101.0K | 0.07% | +8,885+71.1% | Added |
| Legacy Financial Advisors, Inc. | 21,524 | $101.4K | 0.02% | +21,524 | New |
| The PNC Financial Services Group, Inc. | 21,987 | $103.6K | 0.00% | −2,621−10.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 24,741 | $116.5K | 0.05% | +24,741 | New |
| Johnson Investment Counsel Inc | 24,800 | $116.8K | 0.00% | 00.0% | Unchanged |
| Ameraudi Asset Management, Inc. | 25,150 | $118.5K | 0.05% | 00.0% | Unchanged |
| JustInvest LLC | 25,343 | $119.4K | 0.00% | −877−3.3% | Reduced |
| Commerzbank Aktiengesellschaft | 25,749 | $122.0K | 0.01% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 26,437 | $124.5K | 0.01% | +26,437 | New |
| Qube Research & Technologies Ltd | 27,737 | $130.6K | 0.00% | +27,737 | New |
| Baldwin Brothers Inc | 28,352 | $133.3K | 0.01% | −2,108−6.9% | Reduced |
| First Trust Advisors LP | 28,510 | $134.3K | 0.00% | −78,492−73.4% | Reduced |
| Claro Advisors LLC | 30,929 | $145.7K | 0.05% | +3,211+11.6% | Added |
| Wrapmanager Inc | 32,447 | $153.0K | 0.05% | −1,668−4.9% | Reduced |
| Solstein Capital, LLC | 33,300 | $156.8K | 0.13% | +33,300 | New |
| River Road Asset Management, LLC | 34,029 | $160.3K | 0.00% | −12,323−26.6% | Reduced |