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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 21,873 | $129.1K | 0.00% | +21,873 | New |
| QCM Cayman, Ltd. | 21,585 | $127.4K | 0.75% | +6,399+42.1% | Added |
| River Road Asset Management, LLC | 21,573 | $127.3K | 0.00% | −42,175−66.2% | Reduced |
| Hamilton Capital, LLC | 20,814 | $122.8K | 0.01% | +1,496+7.7% | Added |
| CAPROCK Group, Inc. | 19,599 | $117.6K | 0.01% | +2,460+14.4% | Added |
| Jump Financial, LLC | 19,810 | $116.9K | 0.00% | +19,810 | New |
| Y-Intercept (Hong Kong) Ltd | 19,709 | $116.3K | 0.01% | +19,709 | New |
| Mackenzie Financial Corp | 18,561 | $110.6K | 0.00% | +6,900+59.2% | Added |
| Winton Group Ltd | 18,682 | $110.2K | 0.01% | +18,682 | New |
| Pinnacle Wealth Planning Services, Inc. | 17,419 | $102.8K | 0.02% | −161−0.9% | Reduced |
| HighTower Advisors, LLC | 17,349 | $102.0K | 0.00% | +3,443+24.8% | Added |
| Captrust Financial Advisors | 16,526 | $97.5K | 0.00% | +1,273+8.3% | Added |
| Aviva PLC | 16,370 | $96.6K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 16,043 | $94.7K | 0.02% | −3,472−17.8% | Reduced |
| Marex Group plc | 15,758 | $93.0K | 0.02% | −29,020−64.8% | Reduced |
| Wetherby Asset Management Inc | 15,410 | $90.9K | 0.00% | −30.0% | Reduced |
| Hilltop Holdings Inc. | 15,311 | $90.3K | 0.01% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 14,935 | $88.0K | 0.00% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 14,508 | $85.6K | 0.01% | +28+0.2% | Added |
| MML Investors Services, LLC | 14,330 | $85.0K | 0.00% | +403+2.9% | Added |
| Grove Bank & Trust | 14,254 | $84.1K | 0.02% | −78−0.5% | Reduced |
| Rathbone Brothers plc | 14,000 | $82.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 13,945 | $82.3K | 0.00% | +3,098+28.6% | Added |
| Credential Qtrade Securities Inc. | 13,790 | $81.4K | 0.01% | −445−3.1% | 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 |
| Boston Partners | 46,975 | $78.4K | 0.00% | −10,040−17.6% | Reduced |
| Fulton Bank, N.A. | 13,277 | $78.3K | 0.00% | +408+3.2% | Added |
| Tiaa, FSB | 13,096 | $77.3K | 0.00% | +98+0.8% | Added |
| Bank of Montreal | 12,384 | $74.9K | 0.00% | −11,668−48.5% | Reduced |
| Wambolt & Associates, LLC | 12,538 | $74.0K | 0.03% | −1,182−8.6% | Reduced |
| Cetera Advisor Networks LLC | 12,470 | $73.7K | 0.00% | +902+7.8% | Added |
| Calamos Wealth Management LLC | 12,365 | $73.0K | 0.01% | −803−6.1% | Reduced |
| Compagnie Lombard Odier SCmA | 12,168 | $71.8K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 11,966 | $70.6K | 0.00% | −1,426−10.6% | Reduced |
| GTS Securities LLC | 11,782 | $69.5K | 0.00% | +11,782 | New |
| First Affirmative Financial Network | 11,743 | $69.3K | 0.07% | −740−5.9% | Reduced |
| Mark Stevens | 11,651 | $68.7K | 0.01% | +1,429+14.0% | Added |
| Creative Planning | 10,923 | $64.4K | 0.00% | −172−1.6% | Reduced |
| DGS Capital Management, LLC | 10,805 | $63.8K | 0.03% | −1,314−10.8% | Reduced |
| PDS Planning, Inc | 10,668 | $62.9K | 0.01% | −168−1.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 10,647 | $62.8K | 0.01% | +619+6.2% | Added |
| Stifel Financial Corp | 10,635 | $62.7K | 0.00% | −3,766−26.2% | Reduced |
| Prudential Financial Inc | 10,545 | $62.2K | 0.00% | +10,545 | New |
| Credit Agricole S A | 9,600 | $56.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 9,137 | $53.9K | 0.00% | −1,874−17.0% | Reduced |
| Investors Research Corp | 8,911 | $52.6K | 0.01% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 8,949 | $52.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8,769 | $51.7K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 8,132 | $48.0K | 0.01% | −340−4.0% | Reduced |
| Provida Pension Fund Administrator | 7,688 | $45.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 8,025 | $39.0K | 0.00% | −59,025−88.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,611 | $33.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,186 | $31.0K | 0.00% | +1,162+28.9% | Added |
| Glassman Wealth Services | 3,584 | $21.1K | 0.00% | −70−1.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 3,600 | $21.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,259 | $19.2K | 0.00% | +127+4.1% | Added |
| Global Retirement Partners, LLC | 2,950 | $17.4K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,731 | $16.1K | 0.00% | +323+13.4% | Added |
| Tortoise Investment Management, LLC | 2,196 | $13.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,867 | $11.0K | 0.00% | +419+28.9% | Added |
| Key Financial Inc | 1,590 | $9.40K | 0.00% | +1,590 | New |
| Lindbrook Capital, LLC | 1,566 | $9.24K | 0.00% | +588+60.1% | Added |
| Bessemer Group Inc | 1,470 | $9.00K | 0.00% | +1,470 | New |
| Toronto Dominion Bank | 1,312 | $7.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,060 | $6.26K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 984 | $5.80K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 951 | $5.61K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,093 | $5.15K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 298 | $4.36K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 698 | $4.12K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 709 | $4.00K | 0.00% | +99+16.2% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 407 | $2.40K | 0.00% | +106+35.2% | Added |
| Sandy Spring Bank | 314 | $1.85K | 0.00% | +314 | New |
| Federation des caisses Desjardins du Quebec | 300 | $1.77K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 299 | $1.76K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 217 | $1.28K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 198 | $1.17K | 0.00% | +198 | New |
| ClariVest Asset Management LLC | 198 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 164 | $968 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 148 | $873 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 119 | $703 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 112 | $661 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 97 | $572 | 0.00% | +16+19.8% | Added |
| CGC Financial Services, LLC | 83 | $490 | 0.00% | +83 | New |
| National Bank of Canada | 36 | $212 | 0.00% | −1−2.7% | Reduced |
| Signaturefd, LLC | 3 | $18 | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 84 | $0 | 0.00% | −376−81.7% | Reduced |
| Sofos Investments, Inc. | 6 | – | – | +1+20.0% | Added |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −2,910,000−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −1,858,310−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −195,686−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −186,759−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −104,289−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −27,271−100.0% | Sold out |
| KCS Wealth Advisory | 0 | $0 | 0.00% | −17,401−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −10,856−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −10,247−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −4,555−100.0% | Sold out |