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 |
|---|---|---|---|---|---|
| Beverly Hills Private Wealth, LLC | 24,741 | $116.5K | 0.05% | +24,741 | New |
| The PNC Financial Services Group, Inc. | 21,987 | $103.6K | 0.00% | −2,621−10.7% | Reduced |
| Legacy Financial Advisors, Inc. | 21,524 | $101.4K | 0.02% | +21,524 | New |
| JGP Global Gestao de Recursos Ltda. | 21,385 | $101.0K | 0.07% | +8,885+71.1% | Added |
| Guggenheim Capital LLC | 20,538 | $96.7K | 0.00% | −15,846−43.6% | Reduced |
| DGS Capital Management, LLC | 20,116 | $94.7K | 0.06% | +5,928+41.8% | Added |
| Cetera Investment Advisers | 19,210 | $90.3K | 0.00% | +3,111+19.3% | Added |
| Ronald Blue Trust, Inc. | 17,447 | $90.0K | 0.00% | +6,107+53.9% | Added |
| Sequoia Financial Advisors, LLC | 18,928 | $89.2K | 0.00% | +5,294+38.8% | Added |
| Bank of Nova Scotia | 18,035 | $85.0K | 0.00% | −14,230−44.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 17,580 | $82.8K | 0.01% | −3,064−14.8% | Reduced |
| Peapack Gladstone Financial Corp | 17,435 | $82.0K | 0.00% | +2,500+16.7% | Added |
| Perpetual Investment Management Ltd | 17,322 | $81.6K | 0.01% | 00.0% | Unchanged |
| Aviva PLC | 16,370 | $77.1K | 0.00% | −4,300−20.8% | Reduced |
| Rehmann Capital Advisory Group | 16,366 | $77.1K | 0.01% | +2,864+21.2% | Added |
| Vontobel Holding Ltd. | 16,315 | $76.8K | 0.00% | +16,315 | New |
| CI Private Wealth, LLC | 15,452 | $72.9K | 0.00% | +15,452 | New |
| Hilltop Holdings Inc. | 15,311 | $72.1K | 0.01% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 15,291 | $72.0K | 0.00% | +3,109+25.5% | Added |
| Veracity Capital LLC | 14,857 | $70.0K | 0.03% | −1,812−10.9% | Reduced |
| Schechter Investment Advisors, LLC | 14,784 | $69.5K | 0.01% | −373−2.5% | Reduced |
| Bank of Montreal | 14,749 | $69.5K | 0.00% | +1,370+10.2% | Added |
| Wetherby Asset Management Inc | 14,735 | $69.4K | 0.00% | −108−0.7% | Reduced |
| Rathbone Brothers plc | 14,000 | $65.9K | 0.00% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 13,995 | $65.9K | 0.04% | −1,636−10.5% | Reduced |
| 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 |
| Wambolt & Associates, LLC | 13,720 | $64.6K | 0.02% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 13,439 | $63.0K | 0.01% | −450−3.2% | Reduced |
| Tiaa, FSB | 13,115 | $61.8K | 0.00% | +211+1.6% | Added |
| Massachusetts Financial Services Co | 13,028 | $61.4K | 0.00% | −516−3.8% | Reduced |
| Fulton Bank, N.A. | 12,869 | $61.0K | 0.00% | −3,335−20.6% | Reduced |
| Calamos Wealth Management LLC | 12,942 | $61.0K | 0.00% | +549+4.4% | Added |
| Boston Private Wealth LLC | 12,605 | $59.4K | 0.00% | +12,605 | New |
| Wallace Advisory Group, LLC | 12,199 | $57.5K | 0.05% | +12,199 | New |
| Compagnie Lombard Odier SCmA | 12,168 | $57.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 11,864 | $56.0K | 0.00% | −1,310−9.9% | Reduced |
| We Are One Seven, LLC | 11,417 | $53.8K | 0.01% | −175−1.5% | Reduced |
| Creative Planning | 11,258 | $53.0K | 0.00% | −1,060−8.6% | Reduced |
| Summit Financial, LLC | 11,176 | $52.6K | 0.00% | −3,129−21.9% | Reduced |
| Gateway Investment Advisers LLC | 10,856 | $51.1K | 0.00% | +10,856 | New |
| Baker Tilly Wealth Management, LLC | 10,846 | $51.1K | 0.01% | +10,846 | New |
| First Affirmative Financial Network | 10,784 | $50.8K | 0.06% | −658−5.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 10,071 | $49.2K | 0.00% | +10,071 | New |
| Alliance Wealth Advisors, LLC | 10,385 | $48.9K | 0.02% | +10,385 | New |
| Fox Run Management, L.L.C. | 10,297 | $48.5K | 0.02% | +10,297 | New |
| Huntington National Bank | 9,769 | $46.0K | 0.00% | +1,416+17.0% | Added |
| Credit Agricole S A | 9,600 | $45.2K | 0.00% | −2,327−19.5% | Reduced |
| Investors Research Corp | 8,911 | $42.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Harbor Investment Advisory, LLC | 8,472 | $39.9K | 0.01% | +8,472 | New |
| Natixis | 8,000 | $37.7K | 0.00% | +8,000 | New |
| Quadrant Capital Group LLC | 6,632 | $31.2K | 0.00% | +1,895+40.0% | Added |
| Allspring Global Investments Holdings, LLC | 6,143 | $28.9K | 0.00% | +143+2.4% | Added |
| CWM, LLC | 4,558 | $21.0K | 0.00% | +305+7.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 3,600 | $17.0K | 0.00% | −4,000−52.6% | Reduced |
| Global Retirement Partners, LLC | 3,011 | $14.2K | 0.00% | −66−2.1% | Reduced |
| Glassman Wealth Services | 2,960 | $13.9K | 0.00% | +1,551+110.1% | Added |
| Brown Brothers Harriman & Co | 2,632 | $12.4K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,408 | $11.0K | 0.00% | +2,408 | New |
| Tortoise Investment Management, LLC | 2,196 | $10.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,696 | $7.99K | 0.00% | +1,696 | New |
| GWM Advisors LLC | 21,190 | $6.02K | 0.00% | +6,140+40.8% | Added |
| Toronto Dominion Bank | 1,242 | $6.00K | 0.00% | −7,267−85.4% | Reduced |
| FinTrust Capital Advisors, LLC | 1,093 | $5.15K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,106 | $5.00K | 0.00% | +298+36.9% | Added |
| JFS Wealth Advisors, LLC | 951 | $4.48K | 0.00% | −412−30.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 710 | $3.34K | 0.00% | +710 | New |
| First Horizon Advisors, Inc. | 667 | $3.14K | 0.00% | −652−49.4% | Reduced |
| Whittier Trust Co | 524 | $2.47K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 460 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 421 | $1.98K | 0.00% | −40−8.7% | Reduced |
| Advisory Services Network, LLC | 397 | $1.87K | 0.00% | +397 | New |
| Thomas J. Herzfeld Advisors, Inc. | 301 | $1.42K | 0.00% | +301 | New |
| Federation des caisses Desjardins du Quebec | 300 | $1.41K | 0.00% | 00.0% | Unchanged |
| 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 |
| EverSource Wealth Advisors, LLC | 206 | $970 | 0.00% | +206 | New |
| Raffa Wealth Management, LLC | 164 | $772 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 148 | $697 | 0.00% | +148 | New |
| Northwestern Mutual Wealth Management Co | 123 | $579 | 0.00% | +123 | New |
| Bell Investment Advisors, Inc | 119 | $560 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 111 | $523 | 0.00% | +111 | New |
| Rosenberg Matthew Hamilton | 81 | $382 | 0.00% | +81 | New |
| Money Concepts Capital Corp | 38 | $179 | 0.00% | +38 | New |
| Signaturefd, LLC | 3 | $14 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,074 | – | – | −34−3.1% | Reduced |
| Sofos Investments, Inc. | 5 | – | – | −95−95.0% | Reduced |
| Swedbank AB | 0 | $0 | 0.00% | −9,000,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −4,022,405−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −1,841,097−100.0% | Sold out |
| Cullen Capital Management LLC | 0 | $0 | 0.00% | −1,454,582−100.0% | Sold out |
| Constellation Investimentos e Participacoes Ltda | 0 | $0 | 0.00% | −702,900−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −767,100−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −511,300−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −294,739−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −263,918−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −262,352−100.0% | Sold out |