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, Q1 2023
Institutional positions in Itau Unibanco Holding S.A. as of Mar 31, 2023. 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
- 273
- −12 vs. Q4 2022
- Shares held
- 827.2M
- +38.7M (+4.9%) vs. Q4 2022
- Total value
- $4.03B
- +$319.0M (+8.6%) vs. Q4 2022
- New holders
- 29
- 100 more added
- Sold out
- 41
- 93 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Signaturefd, LLC | 3 | $15 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 37 | $180 | 0.00% | −48,445,099−100.0% | Reduced |
| Rosenberg Matthew Hamilton | 81 | $394 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 112 | $545 | 0.00% | +1+0.9% | Added |
| Bell Investment Advisors, Inc | 119 | $580 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 148 | $721 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 164 | $799 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 198 | $1.00K | 0.00% | −8,502−97.7% | Reduced |
| Umb Bank N A | 217 | $1.06K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 299 | $1.46K | 0.00% | +299 | New |
| Federation des caisses Desjardins du Quebec | 300 | $1.46K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 301 | $1.47K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 401 | $1.95K | 0.00% | −20−4.8% | Reduced |
| TD Ameritrade Investment Management, LLC | 460 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 412 | $2.00K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 610 | $3.00K | 0.00% | −496−44.8% | Reduced |
| Syverson Strege & Co | 696 | $3.39K | 0.00% | +696 | New |
| Cary Street Partner Investment Advisory LLC | 698 | $3.40K | 0.00% | −12−1.7% | Reduced |
| Advisory Services Network, LLC | 804 | $3.92K | 0.00% | +407+102.5% | Added |
| IFP Advisors, Inc | 298 | $4.36K | 0.00% | −776−72.3% | Reduced |
| JFS Wealth Advisors, LLC | 951 | $4.63K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 978 | $4.76K | 0.00% | −718−42.3% | Reduced |
| First Horizon Advisors, Inc. | 984 | $4.79K | 0.00% | +317+47.5% | Added |
| FinTrust Capital Advisors, LLC | 1,093 | $5.15K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,060 | $5.16K | 0.00% | +1,060 | New |
| Toronto Dominion Bank | 1,312 | $6.00K | 0.00% | +70+5.6% | Added |
| EverSource Wealth Advisors, LLC | 1,448 | $7.05K | 0.00% | +1,242+602.9% | Added |
| Tortoise Investment Management, LLC | 2,196 | $10.7K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,408 | $11.7K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,632 | $12.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,950 | $14.5K | 0.00% | −61−2.0% | Reduced |
| GWM Advisors LLC | 3,132 | $15.3K | 0.00% | −18,058−85.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 3,600 | $17.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 3,654 | $17.8K | 0.00% | +694+23.4% | Added |
| CWM, LLC | 4,024 | $20.0K | 0.00% | −534−11.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,555 | $22.2K | 0.00% | +4,432+3,603.3% | Added |
| Allspring Global Investments Holdings, LLC | 5,611 | $27.3K | 0.00% | −532−8.7% | Reduced |
| Boston Partners | 57,015 | $29.2K | 0.00% | −1,194,795−95.4% | Reduced |
| Provida Pension Fund Administrator | 7,688 | $36.9K | 0.00% | −1,970,000−99.6% | Reduced |
| Harbor Investment Advisory, LLC | 8,472 | $41.3K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8,769 | $42.7K | 0.00% | +2,137+32.2% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 8,949 | $43.0K | 0.02% | +8,949 | New |
| Investors Research Corp | 8,911 | $43.4K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 9,600 | $46.8K | 0.00% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 10,028 | $48.8K | 0.00% | −43−0.4% | Reduced |
| Marshall Wace, LLP | 10,100 | $49.2K | 0.00% | +10,100 | New |
| Mark Stevens | 10,222 | $49.8K | 0.01% | +10,222 | New |
| Vestmark Advisory Solutions, Inc. | 10,247 | $49.9K | 0.00% | −29,775−74.4% | Reduced |
| PDS Planning, Inc | 10,836 | $52.8K | 0.01% | +10,836 | New |
| Gateway Investment Advisers LLC | 10,856 | $52.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,847 | $53.0K | 0.00% | −28,708−72.6% | Reduced |
| Huntington National Bank | 11,011 | $53.6K | 0.00% | +1,242+12.7% | Added |
| Creative Planning | 11,095 | $54.0K | 0.00% | −163−1.4% | Reduced |
| Cetera Advisor Networks LLC | 11,568 | $56.3K | 0.00% | −50,685−81.4% | Reduced |
| Mackenzie Financial Corp | 11,661 | $56.8K | 0.00% | +11,661 | New |
| DGS Capital Management, LLC | 12,119 | $59.0K | 0.03% | −7,997−39.8% | Reduced |
| Compagnie Lombard Odier SCmA | 12,168 | $59.3K | 0.00% | 00.0% | Unchanged |
| First Affirmative Financial Network | 12,483 | $60.8K | 0.07% | +1,699+15.8% | Added |
| Fulton Bank, N.A. | 12,869 | $62.7K | 0.00% | 00.0% | Unchanged |
| Tiaa, FSB | 12,998 | $63.3K | 0.00% | −117−0.9% | Reduced |
| Calamos Wealth Management LLC | 13,168 | $64.1K | 0.01% | +226+1.7% | Added |
| Wambolt & Associates, LLC | 13,720 | $64.6K | 0.02% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 13,392 | $65.2K | 0.00% | +787+6.2% | Added |
| Schechter Investment Advisors, LLC | 13,552 | $66.0K | 0.01% | −1,232−8.3% | Reduced |
| MML Investors Services, LLC | 13,927 | $68.0K | 0.00% | +125+0.9% | Added |
| Rathbone Brothers plc | 14,000 | $68.2K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 13,906 | $69.0K | 0.00% | +13,906 | New |
| Credential Qtrade Securities Inc. | 14,235 | $69.3K | 0.00% | +14,235 | New |
| Grove Bank & Trust | 14,332 | $69.8K | 0.01% | +591+4.3% | Added |
| Stifel Financial Corp | 14,401 | $70.1K | 0.00% | −153,755−91.4% | Reduced |
| Rehmann Capital Advisory Group | 14,480 | $70.5K | 0.01% | −1,886−11.5% | Reduced |
| Peapack Gladstone Financial Corp | 14,935 | $73.0K | 0.00% | −2,500−14.3% | Reduced |
| FMR LLC | 15,002 | $73.1K | 0.00% | −44,871−74.9% | Reduced |
| QCM Cayman, Ltd. | 15,186 | $74.0K | 0.46% | +15,186 | New |
| Captrust Financial Advisors | 15,253 | $74.3K | 0.00% | +15,253 | New |
| Hilltop Holdings Inc. | 15,311 | $74.6K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 15,413 | $75.1K | 0.00% | +678+4.6% | Added |
| Aviva PLC | 16,370 | $79.7K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 17,139 | $84.4K | 0.01% | +17,139 | New |
| KCS Wealth Advisory | 17,401 | $84.7K | 0.03% | −28,846−62.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 17,580 | $85.6K | 0.01% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 18,715 | $91.1K | 0.00% | +18,715 | New |
| Hamilton Capital, LLC | 19,318 | $94.1K | 0.01% | +4,027+26.3% | Added |
| Legacy Financial Advisors, Inc. | 19,515 | $95.0K | 0.02% | −2,009−9.3% | Reduced |
| Truist Financial Corp | 21,685 | $105.6K | 0.00% | −30,788−58.7% | Reduced |
| First Trust Advisors LP | 23,148 | $112.7K | 0.00% | −5,362−18.8% | Reduced |
| Bank of Montreal | 24,052 | $117.4K | 0.00% | +9,303+63.1% | Added |
| Johnson Investment Counsel Inc | 24,800 | $120.8K | 0.00% | 00.0% | Unchanged |
| Ameraudi Asset Management, Inc. | 25,150 | $122.5K | 0.05% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 25,583 | $124.6K | 0.00% | +3,596+16.4% | Added |
| Commerzbank Aktiengesellschaft | 25,749 | $126.0K | 0.01% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 25,911 | $126.2K | 0.01% | −526−2.0% | Reduced |
| Baldwin Brothers Inc | 25,979 | $126.5K | 0.01% | −2,373−8.4% | Reduced |
| CI Private Wealth, LLC | 26,852 | $130.8K | 0.00% | +11,400+73.8% | Added |
| Edgestream Partners, L.P. | 27,271 | $132.8K | 0.01% | +27,271 | New |
| JustInvest LLC | 27,834 | $136.1K | 0.00% | +2,491+9.8% | Added |
| Checchi Capital Advisers, LLC | 35,178 | $171.3K | 0.02% | +125+0.4% | Added |
| Gould Asset Management LLC | 36,165 | $176.1K | 0.05% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 37,854 | $184.3K | 0.00% | +18,926+100.0% | Added |
| Sompo Asset Management Co., Ltd. | 38,890 | $189.4K | 0.04% | −12,530−24.4% | Reduced |