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, Q4 2023
Institutional positions in Itau Unibanco Holding S.A. as of Dec 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
- 315
- +33 vs. Q3 2023
- Shares held
- 840.0M
- +20.8M (+2.5%) vs. Q3 2023
- Total value
- $5.83B
- +$1.43B (+32.5%) vs. Q3 2023
- New holders
- 54
- 114 more added
- Sold out
- 21
- 89 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 1 | $7 | 0.00% | +1 | New |
| Signaturefd, LLC | 3 | $21 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 83 | $577 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 97 | $674 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 119 | $828 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 120 | $834 | 0.00% | +120 | New |
| Brown Brothers Harriman & Co | 146 | $1.01K | 0.00% | +146 | New |
| Hollencrest Capital Management | 148 | $1.03K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 156 | $1.08K | 0.00% | +156 | New |
| Raffa Wealth Management, LLC | 164 | $1.14K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 198 | $1.38K | 0.00% | −200−50.3% | Reduced |
| ClariVest Asset Management LLC | 198 | $1.38K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 217 | $1.51K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 241 | $1.68K | 0.00% | +241 | New |
| Montag A & Associates Inc | 275 | $1.91K | 0.00% | +275 | New |
| Federation des caisses Desjardins du Quebec | 300 | $2.08K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 367 | $2.44K | 0.00% | +1+0.3% | Added |
| Sofos Investments, Inc. | 431 | $3.00K | 0.00% | +335+349.0% | Added |
| Arlington Trust Co LLC | 438 | $3.04K | 0.00% | +438 | New |
| Clearstead Advisors, LLC | 488 | $3.39K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 548 | $3.81K | 0.00% | +461+529.9% | Added |
| First Horizon Advisors, Inc. | 602 | $4.18K | 0.00% | −253−29.6% | Reduced |
| Farther Finance Advisors, LLC | 618 | $4.29K | 0.00% | −185−23.0% | Reduced |
| Advisory Services Network, LLC | 642 | $4.46K | 0.00% | +642 | New |
| Jones Financial Companies LLLP | 746 | $5.18K | 0.00% | +582+354.9% | Added |
| FinTrust Capital Advisors, LLC | 983 | $6.83K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,048 | $7.00K | 0.00% | −157−13.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,026 | $7.13K | 0.00% | +1,026 | New |
| JFS Wealth Advisors, LLC | 1,035 | $7.19K | 0.00% | +84+8.8% | Added |
| TD Private Client Wealth LLC | 1,060 | $7.36K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,229 | $8.54K | 0.01% | +1,229 | New |
| SYSTM Wealth Solutions LLC | 1,262 | $8.77K | 0.00% | +1,262 | New |
| Toronto Dominion Bank | 1,312 | $9.12K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,424 | $9.90K | 0.00% | +1,424 | New |
| Key Financial Inc | 1,590 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2,196 | $15.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,299 | $16.0K | 0.00% | +341+17.4% | Added |
| Van Eck Associates Corp | 2,407 | $17.0K | 0.00% | +242+11.2% | Added |
| GAMMA Investing LLC | 2,620 | $17.3K | 0.00% | +2,620 | New |
| Park Place Capital Corp | 2,731 | $19.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,950 | $19.7K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 3,303 | $23.0K | 0.00% | −41,103−92.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,318 | $23.0K | 0.00% | +3,318 | New |
| Migdal Insurance & Financial Holdings Ltd. | 3,600 | $25.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 3,617 | $25.1K | 0.00% | +33+0.9% | Added |
| Credit Agricole S A | 4,392 | $30.5K | 0.00% | −7,535−63.2% | Reduced |
| Bruce G. Allen Investments, LLC | 5,232 | $36.4K | 0.03% | +5,232 | New |
| Allspring Global Investments Holdings, LLC | 5,611 | $39.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 6,130 | $42.6K | 0.00% | +997+19.4% | Added |
| CWM, LLC | 6,959 | $48.0K | 0.00% | +1,140+19.6% | Added |
| National Bank of Canada | 7,436 | $50.6K | 0.00% | +7,400+20,555.6% | Added |
| Provida Pension Fund Administrator | 7,688 | $53.4K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 8,000 | $56.0K | 0.03% | −949−10.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,098 | $56.3K | 0.00% | +2,838+54.0% | Added |
| Quadrant Capital Group LLC | 8,343 | $58.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 8,433 | $58.6K | 0.00% | −1,715−16.9% | Reduced |
| Investors Research Corp | 8,911 | $61.9K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 10,249 | $71.0K | 0.00% | +10,249 | New |
| Sunpointe, LLC | 10,229 | $71.7K | 0.09% | +10,229 | New |
| Wambolt & Associates, LLC | 10,532 | $73.2K | 0.02% | 00.0% | Unchanged |
| Marex Group plc | 10,537 | $73.2K | 0.00% | −12,101−53.5% | Reduced |
| Massachusetts Financial Services Co | 10,687 | $74.3K | 0.00% | +10,687 | New |
| Tiaa Trust, National Association | 10,795 | $75.0K | 0.00% | −809−7.0% | Reduced |
| Bank of Montreal | 10,787 | $75.9K | 0.00% | −1,398−11.5% | Reduced |
| Creative Planning | 11,218 | $78.0K | 0.00% | −275−2.4% | Reduced |
| Credential Qtrade Securities Inc. | 11,311 | $78.6K | 0.00% | −1,684−13.0% | Reduced |
| QCM Cayman, Ltd. | 11,464 | $79.7K | 4.30% | −1,263−9.9% | Reduced |
| Calamos Wealth Management LLC | 11,572 | $80.4K | 0.01% | +285+2.5% | Added |
| HTLF Bank | 12,009 | $83.5K | 0.01% | +12,009 | New |
| PDS Planning, Inc | 12,248 | $85.1K | 0.01% | −404−3.2% | Reduced |
| Jump Financial, LLC | 12,255 | $85.2K | 0.00% | +12,255 | New |
| Fulton Bank, N.A. | 12,275 | $85.3K | 0.00% | +223+1.9% | Added |
| Cetera Investment Advisers | 12,369 | $85.9K | 0.00% | +2,326+23.2% | Added |
| Tower Research Capital LLC (TRC) | 12,498 | $86.9K | 0.00% | −11,930−48.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 12,523 | $87.0K | 0.01% | +12,523 | New |
| First Affirmative Financial Network | 12,546 | $87.2K | 0.07% | +27+0.2% | Added |
| M&T Bank Corp | 13,443 | $93.4K | 0.00% | +13,443 | New |
| Grove Bank & Trust | 13,493 | $93.8K | 0.02% | −63−0.5% | Reduced |
| Rathbone Brothers plc | 14,000 | $97.3K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 14,258 | $99.0K | 0.00% | −665−4.5% | Reduced |
| SG Americas Securities, LLC | 14,792 | $103.0K | 0.00% | −10,844−42.3% | Reduced |
| Wetherby Asset Management Inc | 14,915 | $103.7K | 0.01% | −181−1.2% | Reduced |
| Peapack Gladstone Financial Corp | 14,935 | $104.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 19,454 | $105.0K | 0.00% | −24,561−55.8% | Reduced |
| Brinker Capital Investments, LLC | 15,502 | $106.3K | 0.00% | +312+2.1% | Added |
| Orion Portfolio Solutions, LLC | 15,502 | $106.3K | 0.00% | +312+2.1% | Added |
| Hilltop Holdings Inc. | 15,311 | $106.4K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 15,344 | $106.6K | 0.00% | −295−1.9% | Reduced |
| Sivia Capital Partners, LLC | 15,354 | $106.7K | 0.08% | +15,354 | New |
| MML Investors Services, LLC | 15,390 | $107.0K | 0.00% | +749+5.1% | Added |
| Hamilton Capital, LLC | 16,008 | $111.3K | 0.01% | −2,164−11.9% | Reduced |
| Aviva PLC | 16,370 | $113.8K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 16,777 | $117.0K | 0.00% | +1,703+11.3% | Added |
| Ewa, LLC | 18,339 | $120.3K | 0.06% | +294+1.6% | Added |
| Legacy Financial Advisors, Inc. | 17,370 | $120.7K | 0.02% | +1,874+12.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 17,419 | $121.1K | 0.02% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 17,654 | $122.6K | 0.01% | +2,152+13.9% | Added |
| Lake Street Advisors Group, LLC | 17,078 | $124.1K | 0.01% | +2,918+20.6% | Added |
| Stifel Financial Corp | 19,035 | $132.3K | 0.00% | +7,619+66.7% | Added |
| GWM Advisors LLC | 20,114 | $139.8K | 0.00% | +815+4.2% | Added |