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, Q3 2023
Institutional positions in Itau Unibanco Holding S.A. as of Sep 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
- 285
- −2 vs. Q2 2023
- Shares held
- 819.4M
- −3.52M (−0.4%) vs. Q2 2023
- Total value
- $4.40B
- −$451.2M (−9.3%) vs. Q2 2023
- New holders
- 29
- 93 more added
- Sold out
- 31
- 103 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Signaturefd, LLC | 3 | $16 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 36 | $189 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 83 | $446 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 87 | $468 | 0.00% | −212−70.9% | Reduced |
| Sofos Investments, Inc. | 96 | $520 | 0.00% | +90+1,500.0% | Added |
| Rosenberg Matthew Hamilton | 97 | $521 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 119 | $640 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 148 | $795 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 164 | $881 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 164 | $881 | 0.00% | +164 | New |
| ClariVest Asset Management LLC | 198 | $1.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 217 | $1.17K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $1.61K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 366 | $1.97K | 0.00% | +366 | New |
| Gradient Investments LLC | 398 | $2.14K | 0.00% | +200+101.0% | Added |
| Clearstead Advisors, LLC | 488 | $2.62K | 0.00% | +488 | New |
| Cary Street Partner Investment Advisory LLC | 698 | $3.75K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 803 | $4.31K | 0.00% | +803 | New |
| First Horizon Advisors, Inc. | 855 | $4.59K | 0.00% | −129−13.1% | Reduced |
| JFS Wealth Advisors, LLC | 951 | $5.11K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 983 | $5.28K | 0.00% | −110−10.1% | Reduced |
| TD Private Client Wealth LLC | 1,060 | $5.70K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,205 | $6.00K | 0.00% | +1,205 | New |
| Toronto Dominion Bank | 1,312 | $7.05K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,590 | $8.55K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,958 | $10.5K | 0.00% | +91+4.9% | Added |
| Tortoise Investment Management, LLC | 2,196 | $11.8K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 2,165 | $12.0K | 0.00% | +1,456+205.4% | Added |
| Park Place Capital Corp | 2,731 | $14.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,950 | $15.6K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 2,998 | $16.1K | 0.00% | +2,998 | New |
| Migdal Insurance & Financial Holdings Ltd. | 3,600 | $19.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 3,584 | $19.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,133 | $27.6K | 0.00% | +3,567+227.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,260 | $28.2K | 0.00% | +5,260 | New |
| Allspring Global Investments Holdings, LLC | 5,611 | $30.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,819 | $31.0K | 0.00% | +633+12.2% | Added |
| Provida Pension Fund Administrator | 7,688 | $41.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8,343 | $44.8K | 0.00% | −426−4.9% | Reduced |
| Investors Research Corp | 8,911 | $47.9K | 0.01% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 8,949 | $48.0K | 0.02% | 00.0% | Unchanged |
| Boston Partners | 43,826 | $52.2K | 0.00% | −3,149−6.7% | Reduced |
| Cetera Investment Advisers | 10,043 | $54.0K | 0.00% | +10,043 | New |
| Huntington National Bank | 10,148 | $54.5K | 0.00% | +1,011+11.1% | Added |
| Wambolt & Associates, LLC | 10,532 | $55.8K | 0.02% | −2,006−16.0% | Reduced |
| Altfest L J & Co Inc | 11,136 | $60.0K | 0.01% | −2,413−17.8% | Reduced |
| Calamos Wealth Management LLC | 11,287 | $60.6K | 0.00% | −1,078−8.7% | Reduced |
| Stifel Financial Corp | 11,416 | $61.3K | 0.00% | +781+7.3% | Added |
| Creative Planning | 11,493 | $61.7K | 0.00% | +570+5.2% | Added |
| Tiaa Trust, National Association | 11,604 | $62.3K | 0.00% | +11,604 | New |
| Credit Agricole S A | 11,927 | $64.0K | 0.00% | +2,327+24.2% | Added |
| Fulton Bank, N.A. | 12,052 | $64.7K | 0.00% | −1,225−9.2% | Reduced |
| Mark Stevens | 12,141 | $65.2K | 0.01% | +490+4.2% | Added |
| Compagnie Lombard Odier SCmA | 12,168 | $65.3K | 0.00% | 00.0% | Unchanged |
| First Affirmative Financial Network | 12,519 | $67.2K | 0.07% | +776+6.6% | Added |
| PDS Planning, Inc | 12,652 | $67.9K | 0.01% | +1,984+18.6% | Added |
| QCM Cayman, Ltd. | 12,727 | $68.3K | 0.44% | −8,858−41.0% | Reduced |
| Bank of Montreal | 12,185 | $68.8K | 0.00% | −199−1.6% | Reduced |
| Credential Qtrade Securities Inc. | 12,995 | $69.8K | 0.00% | −795−5.8% | Reduced |
| Grove Bank & Trust | 13,556 | $72.8K | 0.01% | −698−4.9% | Reduced |
| Rathbone Brothers plc | 14,000 | $75.2K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 14,100 | $75.7K | 0.00% | +14,100 | New |
| Lake Street Advisors Group, LLC | 14,160 | $76.0K | 0.00% | +14,160 | New |
| Winton Group Ltd | 14,668 | $78.8K | 0.01% | −4,014−21.5% | Reduced |
| MML Investors Services, LLC | 14,641 | $79.0K | 0.00% | +311+2.2% | Added |
| Peapack Gladstone Financial Corp | 14,935 | $80.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 14,923 | $80.2K | 0.00% | +2,453+19.7% | Added |
| Wetherby Asset Management Inc | 15,096 | $81.1K | 0.00% | −314−2.0% | Reduced |
| Brinker Capital Investments, LLC | 15,190 | $81.6K | 0.00% | −199,252−92.9% | Reduced |
| Orion Portfolio Solutions, LLC | 15,190 | $81.6K | 0.00% | −199,252−92.9% | Reduced |
| HighTower Advisors, LLC | 15,074 | $82.0K | 0.00% | −2,275−13.1% | Reduced |
| Hilltop Holdings Inc. | 15,311 | $82.2K | 0.01% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 15,496 | $83.2K | 0.02% | −547−3.4% | Reduced |
| Schechter Investment Advisors, LLC | 15,502 | $83.3K | 0.01% | −7,712−33.2% | Reduced |
| Rehmann Capital Advisory Group | 15,580 | $83.7K | 0.01% | +1,072+7.4% | Added |
| Captrust Financial Advisors | 15,639 | $84.0K | 0.00% | −887−5.4% | Reduced |
| Squarepoint Ops LLC | 16,081 | $86.4K | 0.00% | +16,081 | New |
| Aviva PLC | 16,370 | $87.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 17,419 | $93.5K | 0.02% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 18,172 | $97.6K | 0.01% | −2,642−12.7% | Reduced |
| FMR LLC | 18,365 | $98.6K | 0.00% | −9,038−33.0% | Reduced |
| GWM Advisors LLC | 19,299 | $103.6K | 0.00% | +16,040+492.2% | Added |
| Ewa, LLC | 18,045 | $107.4K | 0.07% | +18,045 | New |
| Aigen Investment Management, LP | 20,302 | $109.0K | 0.02% | +20,302 | New |
| CAPROCK Group, Inc. | 21,251 | $114.2K | 0.01% | +1,652+8.4% | Added |
| GTS Securities LLC | 22,426 | $120.4K | 0.00% | +10,644+90.3% | Added |
| Marex Group plc | 22,638 | $121.6K | 0.02% | +6,880+43.7% | Added |
| Baldwin Brothers Inc | 22,745 | $122.3K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 23,323 | $125.2K | 0.00% | +161+0.7% | Added |
| Tower Research Capital LLC (TRC) | 24,428 | $131.2K | 0.00% | +10,483+75.2% | Added |
| Johnson Investment Counsel Inc | 24,800 | $133.2K | 0.00% | 00.0% | Unchanged |
| Ameraudi Asset Management, Inc. | 25,150 | $135.1K | 0.06% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 25,636 | $138.0K | 0.00% | +25,636 | New |
| Metis Global Partners, LLC | 26,469 | $142.1K | 0.01% | −184−0.7% | Reduced |
| Capital Markets Trading UK LLP | 26,600 | $143.0K | 0.12% | +26,600 | New |
| JGP Global Gestao de Recursos Ltda. | 26,771 | $143.8K | 0.09% | −23,285−46.5% | Reduced |
| Old National Bancorp | 27,290 | $146.5K | 0.00% | −3,006−9.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 27,590 | $148.2K | 0.03% | −21,340−43.6% | Reduced |
| Mackenzie Financial Corp | 28,861 | $148.3K | 0.00% | +10,300+55.5% | Added |
| CI Private Wealth, LLC | 28,614 | $151.4K | 0.00% | +2,817+10.9% | Added |