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 |
|---|---|---|---|---|---|
| Gould Asset Management LLC | 31,930 | $221.9K | 0.06% | −4,235−11.7% | Reduced |
| CI Private Wealth, LLC | 31,701 | $220.3K | 0.00% | +3,087+10.8% | Added |
| QRG Capital Management, Inc. | 31,699 | $220.3K | 0.00% | −20,316−39.1% | Reduced |
| Moreno Evelyn V | 28,676 | $199.3K | 0.09% | 00.0% | Unchanged |
| Leonteq Securities AG | 27,594 | $191.8K | 0.02% | −39,346−58.8% | Reduced |
| Old National Bancorp | 27,532 | $191.3K | 0.01% | +242+0.9% | Added |
| CAPROCK Group, Inc. | 26,652 | $186.7K | 0.01% | +5,401+25.4% | Added |
| Metis Global Partners, LLC | 26,469 | $184.0K | 0.01% | 00.0% | Unchanged |
| Ameraudi Asset Management, Inc. | 25,150 | $174.8K | 0.08% | 00.0% | Unchanged |
| Stephens Inc | 24,696 | $171.6K | 0.00% | +1,373+5.9% | Added |
| Point72 Asset Management, L.P. | 24,100 | $167.5K | 0.00% | +10,000+70.9% | Added |
| United Capital Financial Advisers, LLC | 22,678 | $157.6K | 0.00% | +22,678 | New |
| Belpointe Asset Management LLC | 22,496 | $156.3K | 0.01% | +22,496 | New |
| Fortis Capital Advisors, LLC | 22,496 | $156.3K | 0.09% | +22,496 | New |
| Winton Group Ltd | 22,302 | $155.0K | 0.01% | +7,634+52.0% | Added |
| GWM Advisors LLC | 20,114 | $139.8K | 0.00% | +815+4.2% | Added |
| Stifel Financial Corp | 19,035 | $132.3K | 0.00% | +7,619+66.7% | Added |
| Lake Street Advisors Group, LLC | 17,078 | $124.1K | 0.01% | +2,918+20.6% | Added |
| Schechter Investment Advisors, LLC | 17,654 | $122.6K | 0.01% | +2,152+13.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 17,419 | $121.1K | 0.02% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 17,370 | $120.7K | 0.02% | +1,874+12.1% | Added |
| Ewa, LLC | 18,339 | $120.3K | 0.06% | +294+1.6% | Added |
| HighTower Advisors, LLC | 16,777 | $117.0K | 0.00% | +1,703+11.3% | Added |
| Aviva PLC | 16,370 | $113.8K | 0.00% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 16,008 | $111.3K | 0.01% | −2,164−11.9% | Reduced |
| MML Investors Services, LLC | 15,390 | $107.0K | 0.00% | +749+5.1% | Added |
| Sivia Capital Partners, LLC | 15,354 | $106.7K | 0.08% | +15,354 | New |
| Captrust Financial Advisors | 15,344 | $106.6K | 0.00% | −295−1.9% | Reduced |
| Hilltop Holdings Inc. | 15,311 | $106.4K | 0.01% | 00.0% | Unchanged |
| 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 |
| Ronald Blue Trust, Inc. | 19,454 | $105.0K | 0.00% | −24,561−55.8% | Reduced |
| Peapack Gladstone Financial Corp | 14,935 | $104.0K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 14,915 | $103.7K | 0.01% | −181−1.2% | Reduced |
| SG Americas Securities, LLC | 14,792 | $103.0K | 0.00% | −10,844−42.3% | Reduced |
| Cetera Advisor Networks LLC | 14,258 | $99.0K | 0.00% | −665−4.5% | Reduced |
| Rathbone Brothers plc | 14,000 | $97.3K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 13,493 | $93.8K | 0.02% | −63−0.5% | Reduced |
| M&T Bank Corp | 13,443 | $93.4K | 0.00% | +13,443 | New |
| First Affirmative Financial Network | 12,546 | $87.2K | 0.07% | +27+0.2% | Added |
| Mount Yale Investment Advisors, LLC | 12,523 | $87.0K | 0.01% | +12,523 | New |
| Tower Research Capital LLC (TRC) | 12,498 | $86.9K | 0.00% | −11,930−48.8% | Reduced |
| Cetera Investment Advisers | 12,369 | $85.9K | 0.00% | +2,326+23.2% | Added |
| Fulton Bank, N.A. | 12,275 | $85.3K | 0.00% | +223+1.9% | Added |
| Jump Financial, LLC | 12,255 | $85.2K | 0.00% | +12,255 | New |
| PDS Planning, Inc | 12,248 | $85.1K | 0.01% | −404−3.2% | Reduced |
| HTLF Bank | 12,009 | $83.5K | 0.01% | +12,009 | New |
| Calamos Wealth Management LLC | 11,572 | $80.4K | 0.01% | +285+2.5% | Added |
| QCM Cayman, Ltd. | 11,464 | $79.7K | 4.30% | −1,263−9.9% | Reduced |
| Credential Qtrade Securities Inc. | 11,311 | $78.6K | 0.00% | −1,684−13.0% | Reduced |
| Creative Planning | 11,218 | $78.0K | 0.00% | −275−2.4% | Reduced |
| Bank of Montreal | 10,787 | $75.9K | 0.00% | −1,398−11.5% | Reduced |
| Tiaa Trust, National Association | 10,795 | $75.0K | 0.00% | −809−7.0% | Reduced |
| Massachusetts Financial Services Co | 10,687 | $74.3K | 0.00% | +10,687 | New |
| Marex Group plc | 10,537 | $73.2K | 0.00% | −12,101−53.5% | Reduced |
| Wambolt & Associates, LLC | 10,532 | $73.2K | 0.02% | 00.0% | Unchanged |
| Sunpointe, LLC | 10,229 | $71.7K | 0.09% | +10,229 | New |
| Quantinno Capital Management LP | 10,249 | $71.0K | 0.00% | +10,249 | New |
| Investors Research Corp | 8,911 | $61.9K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 8,433 | $58.6K | 0.00% | −1,715−16.9% | Reduced |
| Quadrant Capital Group LLC | 8,343 | $58.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,098 | $56.3K | 0.00% | +2,838+54.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 8,000 | $56.0K | 0.03% | −949−10.6% | Reduced |
| Provida Pension Fund Administrator | 7,688 | $53.4K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 7,436 | $50.6K | 0.00% | +7,400+20,555.6% | Added |
| CWM, LLC | 6,959 | $48.0K | 0.00% | +1,140+19.6% | Added |
| Lindbrook Capital, LLC | 6,130 | $42.6K | 0.00% | +997+19.4% | Added |
| Allspring Global Investments Holdings, LLC | 5,611 | $39.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5,232 | $36.4K | 0.03% | +5,232 | New |
| Credit Agricole S A | 4,392 | $30.5K | 0.00% | −7,535−63.2% | Reduced |
| Glassman Wealth Services | 3,617 | $25.1K | 0.00% | +33+0.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 3,600 | $25.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,318 | $23.0K | 0.00% | +3,318 | New |
| Rock Creek Group, LP | 3,303 | $23.0K | 0.00% | −41,103−92.6% | Reduced |
| Global Retirement Partners, LLC | 2,950 | $19.7K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,731 | $19.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,620 | $17.3K | 0.00% | +2,620 | New |
| Van Eck Associates Corp | 2,407 | $17.0K | 0.00% | +242+11.2% | Added |
| EverSource Wealth Advisors, LLC | 2,299 | $16.0K | 0.00% | +341+17.4% | Added |
| Tortoise Investment Management, LLC | 2,196 | $15.3K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,590 | $11.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,424 | $9.90K | 0.00% | +1,424 | New |
| Toronto Dominion Bank | 1,312 | $9.12K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 1,262 | $8.77K | 0.00% | +1,262 | New |
| WealthCollab, LLC | 1,229 | $8.54K | 0.01% | +1,229 | New |
| TD Private Client Wealth LLC | 1,060 | $7.36K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,035 | $7.19K | 0.00% | +84+8.8% | Added |
| Whittier Trust Co of Nevada Inc | 1,026 | $7.13K | 0.00% | +1,026 | New |
| NBC Securities, Inc. | 1,048 | $7.00K | 0.00% | −157−13.0% | Reduced |
| FinTrust Capital Advisors, LLC | 983 | $6.83K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 746 | $5.18K | 0.00% | +582+354.9% | Added |
| Advisory Services Network, LLC | 642 | $4.46K | 0.00% | +642 | New |
| Farther Finance Advisors, LLC | 618 | $4.29K | 0.00% | −185−23.0% | Reduced |
| First Horizon Advisors, Inc. | 602 | $4.18K | 0.00% | −253−29.6% | Reduced |
| Allworth Financial LP | 548 | $3.81K | 0.00% | +461+529.9% | Added |
| Clearstead Advisors, LLC | 488 | $3.39K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 438 | $3.04K | 0.00% | +438 | New |
| Sofos Investments, Inc. | 431 | $3.00K | 0.00% | +335+349.0% | Added |
| Spire Wealth Management | 367 | $2.44K | 0.00% | +1+0.3% | Added |
| Federation des caisses Desjardins du Quebec | 300 | $2.08K | 0.00% | 00.0% | Unchanged |