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 |
|---|---|---|---|---|---|
| Rehmann Capital Advisory Group | 14,480 | $70.5K | 0.01% | −1,886−11.5% | Reduced |
| Stifel Financial Corp | 14,401 | $70.1K | 0.00% | −153,755−91.4% | Reduced |
| Grove Bank & Trust | 14,332 | $69.8K | 0.01% | +591+4.3% | Added |
| Credential Qtrade Securities Inc. | 14,235 | $69.3K | 0.00% | +14,235 | New |
| HighTower Advisors, LLC | 13,906 | $69.0K | 0.00% | +13,906 | New |
| Rathbone Brothers plc | 14,000 | $68.2K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 13,927 | $68.0K | 0.00% | +125+0.9% | Added |
| Schechter Investment Advisors, LLC | 13,552 | $66.0K | 0.01% | −1,232−8.3% | Reduced |
| Boston Private Wealth LLC | 13,392 | $65.2K | 0.00% | +787+6.2% | Added |
| Wambolt & Associates, LLC | 13,720 | $64.6K | 0.02% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 13,168 | $64.1K | 0.01% | +226+1.7% | Added |
| Tiaa, FSB | 12,998 | $63.3K | 0.00% | −117−0.9% | Reduced |
| Fulton Bank, N.A. | 12,869 | $62.7K | 0.00% | 00.0% | Unchanged |
| First Affirmative Financial Network | 12,483 | $60.8K | 0.07% | +1,699+15.8% | Added |
| Compagnie Lombard Odier SCmA | 12,168 | $59.3K | 0.00% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 12,119 | $59.0K | 0.03% | −7,997−39.8% | Reduced |
| Mackenzie Financial Corp | 11,661 | $56.8K | 0.00% | +11,661 | New |
| Cetera Advisor Networks LLC | 11,568 | $56.3K | 0.00% | −50,685−81.4% | Reduced |
| Creative Planning | 11,095 | $54.0K | 0.00% | −163−1.4% | Reduced |
| Huntington National Bank | 11,011 | $53.6K | 0.00% | +1,242+12.7% | Added |
| Tower Research Capital LLC (TRC) | 10,847 | $53.0K | 0.00% | −28,708−72.6% | Reduced |
| Gateway Investment Advisers LLC | 10,856 | $52.9K | 0.00% | 00.0% | Unchanged |
| PDS Planning, Inc | 10,836 | $52.8K | 0.01% | +10,836 | New |
| Vestmark Advisory Solutions, Inc. | 10,247 | $49.9K | 0.00% | −29,775−74.4% | Reduced |
| Mark Stevens | 10,222 | $49.8K | 0.01% | +10,222 | New |
| Marshall Wace, LLP | 10,100 | $49.2K | 0.00% | +10,100 | New |
| Dorsey & Whitney Trust CO LLC | 10,028 | $48.8K | 0.00% | −43−0.4% | Reduced |
| Credit Agricole S A | 9,600 | $46.8K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 8,911 | $43.4K | 0.01% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 8,949 | $43.0K | 0.02% | +8,949 | New |
| Quadrant Capital Group LLC | 8,769 | $42.7K | 0.00% | +2,137+32.2% | Added |
| Harbor Investment Advisory, LLC | 8,472 | $41.3K | 0.01% | 00.0% | Unchanged |
| Provida Pension Fund Administrator | 7,688 | $36.9K | 0.00% | −1,970,000−99.6% | Reduced |
| Boston Partners | 57,015 | $29.2K | 0.00% | −1,194,795−95.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,611 | $27.3K | 0.00% | −532−8.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,555 | $22.2K | 0.00% | +4,432+3,603.3% | Added |
| CWM, LLC | 4,024 | $20.0K | 0.00% | −534−11.7% | Reduced |
| Glassman Wealth Services | 3,654 | $17.8K | 0.00% | +694+23.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 3,600 | $17.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,132 | $15.3K | 0.00% | −18,058−85.2% | Reduced |
| Global Retirement Partners, LLC | 2,950 | $14.5K | 0.00% | −61−2.0% | Reduced |
| Brown Brothers Harriman & Co | 2,632 | $12.8K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,408 | $11.7K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2,196 | $10.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,448 | $7.05K | 0.00% | +1,242+602.9% | Added |
| Toronto Dominion Bank | 1,312 | $6.00K | 0.00% | +70+5.6% | Added |
| TD Private Client Wealth LLC | 1,060 | $5.16K | 0.00% | +1,060 | New |
| FinTrust Capital Advisors, LLC | 1,093 | $5.15K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 984 | $4.79K | 0.00% | +317+47.5% | Added |
| Lindbrook Capital, LLC | 978 | $4.76K | 0.00% | −718−42.3% | Reduced |
| JFS Wealth Advisors, LLC | 951 | $4.63K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 298 | $4.36K | 0.00% | −776−72.3% | Reduced |
| Advisory Services Network, LLC | 804 | $3.92K | 0.00% | +407+102.5% | Added |
| Cary Street Partner Investment Advisory LLC | 698 | $3.40K | 0.00% | −12−1.7% | Reduced |
| Syverson Strege & Co | 696 | $3.39K | 0.00% | +696 | New |
| Van Eck Associates Corp | 610 | $3.00K | 0.00% | −496−44.8% | 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 |
| Schubert & Co | 401 | $1.95K | 0.00% | −20−4.8% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 301 | $1.47K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $1.46K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 299 | $1.46K | 0.00% | +299 | New |
| Umb Bank N A | 217 | $1.06K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 198 | $1.00K | 0.00% | −8,502−97.7% | Reduced |
| Raffa Wealth Management, LLC | 164 | $799 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 148 | $721 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 119 | $580 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 112 | $545 | 0.00% | +1+0.9% | Added |
| Rosenberg Matthew Hamilton | 81 | $394 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 37 | $180 | 0.00% | −48,445,099−100.0% | Reduced |
| Signaturefd, LLC | 3 | $15 | 0.00% | 00.0% | Unchanged |
| JGP Global Gestao de Recursos Ltda. | 12,500 | – | – | −8,885−41.5% | Reduced |
| Sofos Investments, Inc. | 5 | – | – | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −10,742,581−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,562,242−100.0% | Sold out |
| Aubrey Capital Management Ltd | 0 | $0 | 0.00% | −1,441,500−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −851,456−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −805,900−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −593,161−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −486,176−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −421,169−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −413,543−100.0% | Sold out |
| WP Advisors, LLC | 0 | $0 | 0.00% | −318,039−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −315,577−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −182,128−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −130,962−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −109,128−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −82,584−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −80,611−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −65,800−100.0% | Sold out |
| Herr Investment Group LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −49,469−100.0% | Sold out |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −47,251−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −41,875−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −37,545−100.0% | Sold out |
| Wrapmanager Inc | 0 | $0 | 0.00% | −32,447−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −30,929−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −27,737−100.0% | Sold out |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −24,741−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −19,210−100.0% | Sold out |