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, Q2 2023
Institutional positions in Itau Unibanco Holding S.A. as of Jun 30, 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
- 289
- +16 vs. Q1 2023
- Shares held
- 823.1M
- −4.11M (−0.5%) vs. Q1 2023
- Total value
- $4.85B
- +$825.8M (+20.5%) vs. Q1 2023
- New holders
- 32
- 97 more added
- Sold out
- 16
- 100 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TD Ameritrade Investment Management, LLC | 84 | $0 | 0.00% | −376−81.7% | Reduced |
| Signaturefd, LLC | 3 | $18 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 36 | $212 | 0.00% | −1−2.7% | Reduced |
| CGC Financial Services, LLC | 83 | $490 | 0.00% | +83 | New |
| Rosenberg Matthew Hamilton | 97 | $572 | 0.00% | +16+19.8% | Added |
| Harbour Investments, Inc. | 112 | $661 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 119 | $703 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 148 | $873 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 164 | $968 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 198 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 198 | $1.17K | 0.00% | +198 | New |
| Umb Bank N A | 217 | $1.28K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 299 | $1.76K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $1.77K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 314 | $1.85K | 0.00% | +314 | New |
| Thomas J. Herzfeld Advisors, Inc. | 407 | $2.40K | 0.00% | +106+35.2% | Added |
| Van Eck Associates Corp | 709 | $4.00K | 0.00% | +99+16.2% | Added |
| Cary Street Partner Investment Advisory LLC | 698 | $4.12K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 298 | $4.36K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,093 | $5.15K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 951 | $5.61K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 984 | $5.80K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,060 | $6.26K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1,312 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,470 | $9.00K | 0.00% | +1,470 | New |
| Lindbrook Capital, LLC | 1,566 | $9.24K | 0.00% | +588+60.1% | Added |
| Key Financial Inc | 1,590 | $9.40K | 0.00% | +1,590 | New |
| EverSource Wealth Advisors, LLC | 1,867 | $11.0K | 0.00% | +419+28.9% | Added |
| Tortoise Investment Management, LLC | 2,196 | $13.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,731 | $16.1K | 0.00% | +323+13.4% | Added |
| Global Retirement Partners, LLC | 2,950 | $17.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,259 | $19.2K | 0.00% | +127+4.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 3,600 | $21.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 3,584 | $21.1K | 0.00% | −70−1.9% | Reduced |
| CWM, LLC | 5,186 | $31.0K | 0.00% | +1,162+28.9% | Added |
| Allspring Global Investments Holdings, LLC | 5,611 | $33.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 8,025 | $39.0K | 0.00% | −59,025−88.0% | Reduced |
| Provida Pension Fund Administrator | 7,688 | $45.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 8,132 | $48.0K | 0.01% | −340−4.0% | Reduced |
| Quadrant Capital Group LLC | 8,769 | $51.7K | 0.01% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 8,949 | $52.0K | 0.03% | 00.0% | Unchanged |
| Investors Research Corp | 8,911 | $52.6K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 9,137 | $53.9K | 0.00% | −1,874−17.0% | Reduced |
| Credit Agricole S A | 9,600 | $56.6K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 10,545 | $62.2K | 0.00% | +10,545 | New |
| Stifel Financial Corp | 10,635 | $62.7K | 0.00% | −3,766−26.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 10,647 | $62.8K | 0.01% | +619+6.2% | Added |
| PDS Planning, Inc | 10,668 | $62.9K | 0.01% | −168−1.6% | Reduced |
| DGS Capital Management, LLC | 10,805 | $63.8K | 0.03% | −1,314−10.8% | Reduced |
| Creative Planning | 10,923 | $64.4K | 0.00% | −172−1.6% | Reduced |
| Mark Stevens | 11,651 | $68.7K | 0.01% | +1,429+14.0% | Added |
| First Affirmative Financial Network | 11,743 | $69.3K | 0.07% | −740−5.9% | Reduced |
| GTS Securities LLC | 11,782 | $69.5K | 0.00% | +11,782 | New |
| Boston Private Wealth LLC | 11,966 | $70.6K | 0.00% | −1,426−10.6% | Reduced |
| Compagnie Lombard Odier SCmA | 12,168 | $71.8K | 0.00% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 12,365 | $73.0K | 0.01% | −803−6.1% | Reduced |
| Cetera Advisor Networks LLC | 12,470 | $73.7K | 0.00% | +902+7.8% | Added |
| Wambolt & Associates, LLC | 12,538 | $74.0K | 0.03% | −1,182−8.6% | Reduced |
| Bank of Montreal | 12,384 | $74.9K | 0.00% | −11,668−48.5% | Reduced |
| Tiaa, FSB | 13,096 | $77.3K | 0.00% | +98+0.8% | Added |
| Fulton Bank, N.A. | 13,277 | $78.3K | 0.00% | +408+3.2% | Added |
| Boston Partners | 46,975 | $78.4K | 0.00% | −10,040−17.6% | Reduced |
| Altfest L J & Co Inc | 13,549 | $80.0K | 0.01% | −41,076−75.2% | Reduced |
| Clear Street Markets LLC | 13,524 | $80.0K | 0.03% | +13,524 | New |
| Credential Qtrade Securities Inc. | 13,790 | $81.4K | 0.01% | −445−3.1% | Reduced |
| Tower Research Capital LLC (TRC) | 13,945 | $82.3K | 0.00% | +3,098+28.6% | Added |
| Rathbone Brothers plc | 14,000 | $82.6K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 14,254 | $84.1K | 0.02% | −78−0.5% | Reduced |
| MML Investors Services, LLC | 14,330 | $85.0K | 0.00% | +403+2.9% | Added |
| Rehmann Capital Advisory Group | 14,508 | $85.6K | 0.01% | +28+0.2% | Added |
| Peapack Gladstone Financial Corp | 14,935 | $88.0K | 0.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 15,311 | $90.3K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 15,410 | $90.9K | 0.00% | −30.0% | Reduced |
| Marex Group plc | 15,758 | $93.0K | 0.02% | −29,020−64.8% | Reduced |
| Legacy Financial Advisors, Inc. | 16,043 | $94.7K | 0.02% | −3,472−17.8% | Reduced |
| Aviva PLC | 16,370 | $96.6K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 16,526 | $97.5K | 0.00% | +1,273+8.3% | Added |
| HighTower Advisors, LLC | 17,349 | $102.0K | 0.00% | +3,443+24.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 17,419 | $102.8K | 0.02% | −161−0.9% | Reduced |
| Winton Group Ltd | 18,682 | $110.2K | 0.01% | +18,682 | New |
| Mackenzie Financial Corp | 18,561 | $110.6K | 0.00% | +6,900+59.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 19,709 | $116.3K | 0.01% | +19,709 | New |
| Jump Financial, LLC | 19,810 | $116.9K | 0.00% | +19,810 | New |
| CAPROCK Group, Inc. | 19,599 | $117.6K | 0.01% | +2,460+14.4% | Added |
| Hamilton Capital, LLC | 20,814 | $122.8K | 0.01% | +1,496+7.7% | Added |
| River Road Asset Management, LLC | 21,573 | $127.3K | 0.00% | −42,175−66.2% | Reduced |
| QCM Cayman, Ltd. | 21,585 | $127.4K | 0.75% | +6,399+42.1% | Added |
| Engineers Gate Manager LP | 21,873 | $129.1K | 0.00% | +21,873 | New |
| First Trust Advisors LP | 22,384 | $132.1K | 0.00% | −764−3.3% | Reduced |
| Baldwin Brothers Inc | 22,745 | $134.4K | 0.01% | −3,234−12.4% | Reduced |
| Stephens Inc | 23,162 | $136.7K | 0.00% | +23,162 | New |
| Schechter Investment Advisors, LLC | 23,214 | $137.1K | 0.01% | +9,662+71.3% | Added |
| Johnson Investment Counsel Inc | 24,800 | $146.3K | 0.00% | 00.0% | Unchanged |
| Ameraudi Asset Management, Inc. | 25,150 | $148.4K | 0.07% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 25,749 | $152.0K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 25,797 | $152.2K | 0.00% | −1,055−3.9% | Reduced |
| Metis Global Partners, LLC | 26,653 | $157.3K | 0.01% | +742+2.9% | Added |
| FMR LLC | 27,403 | $161.7K | 0.00% | +12,401+82.7% | Added |
| Truist Financial Corp | 27,684 | $163.3K | 0.00% | +5,999+27.7% | Added |
| Old National Bancorp | 30,296 | $178.7K | 0.01% | −25,389−45.6% | Reduced |