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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 21,251 | $114.2K | 0.01% | +1,652+8.4% | Added |
| Aigen Investment Management, LP | 20,302 | $109.0K | 0.02% | +20,302 | New |
| Ewa, LLC | 18,045 | $107.4K | 0.07% | +18,045 | New |
| GWM Advisors LLC | 19,299 | $103.6K | 0.00% | +16,040+492.2% | Added |
| FMR LLC | 18,365 | $98.6K | 0.00% | −9,038−33.0% | Reduced |
| Hamilton Capital, LLC | 18,172 | $97.6K | 0.01% | −2,642−12.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 17,419 | $93.5K | 0.02% | 00.0% | Unchanged |
| Aviva PLC | 16,370 | $87.9K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 16,081 | $86.4K | 0.00% | +16,081 | New |
| Captrust Financial Advisors | 15,639 | $84.0K | 0.00% | −887−5.4% | Reduced |
| Rehmann Capital Advisory Group | 15,580 | $83.7K | 0.01% | +1,072+7.4% | Added |
| Schechter Investment Advisors, LLC | 15,502 | $83.3K | 0.01% | −7,712−33.2% | Reduced |
| Legacy Financial Advisors, Inc. | 15,496 | $83.2K | 0.02% | −547−3.4% | Reduced |
| Hilltop Holdings Inc. | 15,311 | $82.2K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 15,074 | $82.0K | 0.00% | −2,275−13.1% | 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 |
| Wetherby Asset Management Inc | 15,096 | $81.1K | 0.00% | −314−2.0% | Reduced |
| Cetera Advisor Networks LLC | 14,923 | $80.2K | 0.00% | +2,453+19.7% | Added |
| Peapack Gladstone Financial Corp | 14,935 | $80.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 14,641 | $79.0K | 0.00% | +311+2.2% | Added |
| Winton Group Ltd | 14,668 | $78.8K | 0.01% | −4,014−21.5% | Reduced |
| Lake Street Advisors Group, LLC | 14,160 | $76.0K | 0.00% | +14,160 | New |
| Point72 Asset Management, L.P. | 14,100 | $75.7K | 0.00% | +14,100 | New |
| Rathbone Brothers plc | 14,000 | $75.2K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 13,556 | $72.8K | 0.01% | −698−4.9% | Reduced |
| Credential Qtrade Securities Inc. | 12,995 | $69.8K | 0.00% | −795−5.8% | Reduced |
| Bank of Montreal | 12,185 | $68.8K | 0.00% | −199−1.6% | Reduced |
| QCM Cayman, Ltd. | 12,727 | $68.3K | 0.44% | −8,858−41.0% | Reduced |
| PDS Planning, Inc | 12,652 | $67.9K | 0.01% | +1,984+18.6% | Added |
| First Affirmative Financial Network | 12,519 | $67.2K | 0.07% | +776+6.6% | Added |
| Compagnie Lombard Odier SCmA | 12,168 | $65.3K | 0.00% | 00.0% | Unchanged |
| Mark Stevens | 12,141 | $65.2K | 0.01% | +490+4.2% | Added |
| Fulton Bank, N.A. | 12,052 | $64.7K | 0.00% | −1,225−9.2% | Reduced |
| Credit Agricole S A | 11,927 | $64.0K | 0.00% | +2,327+24.2% | Added |
| Tiaa Trust, National Association | 11,604 | $62.3K | 0.00% | +11,604 | New |
| Creative Planning | 11,493 | $61.7K | 0.00% | +570+5.2% | Added |
| Stifel Financial Corp | 11,416 | $61.3K | 0.00% | +781+7.3% | Added |
| Calamos Wealth Management LLC | 11,287 | $60.6K | 0.00% | −1,078−8.7% | Reduced |
| Altfest L J & Co Inc | 11,136 | $60.0K | 0.01% | −2,413−17.8% | Reduced |
| Wambolt & Associates, LLC | 10,532 | $55.8K | 0.02% | −2,006−16.0% | Reduced |
| Huntington National Bank | 10,148 | $54.5K | 0.00% | +1,011+11.1% | Added |
| Cetera Investment Advisers | 10,043 | $54.0K | 0.00% | +10,043 | New |
| Boston Partners | 43,826 | $52.2K | 0.00% | −3,149−6.7% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 8,949 | $48.0K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 8,911 | $47.9K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8,343 | $44.8K | 0.00% | −426−4.9% | Reduced |
| Provida Pension Fund Administrator | 7,688 | $41.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,819 | $31.0K | 0.00% | +633+12.2% | Added |
| Allspring Global Investments Holdings, LLC | 5,611 | $30.1K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,260 | $28.2K | 0.00% | +5,260 | New |
| Lindbrook Capital, LLC | 5,133 | $27.6K | 0.00% | +3,567+227.8% | Added |
| Glassman Wealth Services | 3,584 | $19.2K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 3,600 | $19.0K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 2,998 | $16.1K | 0.00% | +2,998 | New |
| Global Retirement Partners, LLC | 2,950 | $15.6K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,731 | $14.7K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 2,165 | $12.0K | 0.00% | +1,456+205.4% | Added |
| Tortoise Investment Management, LLC | 2,196 | $11.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,958 | $10.5K | 0.00% | +91+4.9% | Added |
| Key Financial Inc | 1,590 | $8.55K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1,312 | $7.05K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,205 | $6.00K | 0.00% | +1,205 | New |
| TD Private Client Wealth LLC | 1,060 | $5.70K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 983 | $5.28K | 0.00% | −110−10.1% | Reduced |
| JFS Wealth Advisors, LLC | 951 | $5.11K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 855 | $4.59K | 0.00% | −129−13.1% | Reduced |
| Farther Finance Advisors, LLC | 803 | $4.31K | 0.00% | +803 | New |
| Cary Street Partner Investment Advisory LLC | 698 | $3.75K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 488 | $2.62K | 0.00% | +488 | New |
| Gradient Investments LLC | 398 | $2.14K | 0.00% | +200+101.0% | Added |
| Spire Wealth Management | 366 | $1.97K | 0.00% | +366 | New |
| Federation des caisses Desjardins du Quebec | 300 | $1.61K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 217 | $1.17K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 198 | $1.00K | 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 |
| Hollencrest Capital Management | 148 | $795 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 119 | $640 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 97 | $521 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 96 | $520 | 0.00% | +90+1,500.0% | Added |
| Allworth Financial LP | 87 | $468 | 0.00% | −212−70.9% | Reduced |
| CGC Financial Services, LLC | 83 | $446 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 36 | $189 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3 | $16 | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Orbis Allan Gray Ltd | 0 | $0 | 0.00% | −9,832,127−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −2,255,543−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −837,111−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −389,503−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −298,900−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −203,548−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −169,112−100.0% | Sold out |
| Glovista Investments LLC | 0 | $0 | 0.00% | −145,516−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −120,348−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −87,169−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −80,600−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −60,937−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −56,429−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −55,800−100.0% | Sold out |