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, Q1 2024
Institutional positions in Itau Unibanco Holding S.A. as of Mar 31, 2024. 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
- 324
- +10 vs. Q4 2023
- Shares held
- 812.1M
- −27.9M (−3.3%) vs. Q4 2023
- Total value
- $5.62B
- −$209.8M (−3.6%) vs. Q4 2023
- New holders
- 39
- 116 more added
- Sold out
- 29
- 109 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cutler Group LP | 122 | $0 | 0.00% | +122 | New |
| Ulland Investment Advisors, LLC | 18 | $0 | 0.00% | +18 | New |
| Northwestern Mutual Wealth Management Co | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3 | $21 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 81 | $537 | 0.00% | −16−16.5% | Reduced |
| CGC Financial Services, LLC | 83 | $575 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 103 | $714 | 0.00% | +103 | New |
| Bell Investment Advisors, Inc | 119 | $825 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 120 | $832 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 148 | $1.03K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 154 | $1.07K | 0.00% | +154 | New |
| Raffa Wealth Management, LLC | 164 | $1.14K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 198 | $1.37K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 217 | $1.50K | 0.00% | 00.0% | Unchanged |
| Provida Pension Fund Administrator | 299 | $2.07K | 0.00% | −7,389−96.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 300 | $2.08K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 302 | $2.09K | 0.00% | +61+25.3% | Added |
| Beacon Capital Management, LLC | 339 | $2.35K | 0.00% | +339 | New |
| Frazier Financial Advisors, LLC | 367 | $2.54K | 0.00% | +211+135.3% | Added |
| Smartleaf Asset Management LLC | 466 | $3.23K | 0.00% | +466 | New |
| First Financial Corp | 486 | $3.37K | 0.00% | +486 | New |
| Allworth Financial LP | 548 | $3.80K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 575 | $3.81K | 0.00% | −43−7.0% | Reduced |
| First Horizon Advisors, Inc. | 602 | $4.17K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 830 | $5.00K | 0.00% | −218−20.8% | Reduced |
| Jones Financial Companies LLLP | 906 | $6.28K | 0.00% | +160+21.4% | Added |
| FinTrust Capital Advisors, LLC | 983 | $6.81K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,035 | $7.17K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,056 | $7.32K | 0.00% | +1,056 | New |
| TD Private Client Wealth LLC | 1,060 | $7.34K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,229 | $8.52K | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1,312 | $9.09K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,448 | $10.0K | 0.00% | +24+1.7% | Added |
| Key Financial Inc | 1,590 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,645 | $11.4K | 0.00% | +1,214+281.7% | Added |
| EverSource Wealth Advisors, LLC | 2,409 | $14.6K | 0.00% | +110+4.8% | Added |
| Rock Creek Group, LP | 2,111 | $14.6K | 0.00% | −1,192−36.1% | Reduced |
| Tortoise Investment Management, LLC | 2,196 | $15.2K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,731 | $18.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,950 | $20.4K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,133 | $21.8K | 0.00% | +3,133 | New |
| Benjamin F. Edwards & Company, Inc. | 3,215 | $22.0K | 0.00% | −103−3.1% | Reduced |
| SYSTM Wealth Solutions LLC | 3,265 | $22.6K | 0.00% | +2,003+158.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,381 | $23.4K | 0.00% | +3,381 | New |
| Migdal Insurance & Financial Holdings Ltd. | 3,600 | $25.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 3,602 | $25.0K | 0.00% | +1,195+49.6% | Added |
| Credit Agricole S A | 4,392 | $26.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,319 | $27.7K | 0.00% | +3,831+785.0% | Added |
| GAMMA Investing LLC | 4,375 | $30.3K | 0.01% | +1,755+67.0% | Added |
| Bruce G. Allen Investments, LLC | 4,783 | $33.1K | 0.03% | −449−8.6% | Reduced |
| Hilltop National Bank | 5,337 | $37.0K | 0.01% | +5,337 | New |
| Allspring Global Investments Holdings, LLC | 5,717 | $39.6K | 0.00% | +106+1.9% | Added |
| Lindbrook Capital, LLC | 6,204 | $43.0K | 0.00% | +74+1.2% | Added |
| Whittier Trust Co of Nevada Inc | 6,888 | $47.7K | 0.00% | +5,862+571.3% | Added |
| Bessemer Group Inc | 7,050 | $49.0K | 0.00% | +7,050 | New |
| Quadrant Capital Group LLC | 7,684 | $53.3K | 0.00% | −659−7.9% | Reduced |
| CWM, LLC | 7,901 | $55.0K | 0.00% | +942+13.5% | Added |
| Huntington National Bank | 8,716 | $60.4K | 0.00% | +283+3.4% | Added |
| Investors Research Corp | 8,911 | $61.8K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 10,243 | $71.0K | 0.00% | +10,243 | New |
| Sunpointe, LLC | 10,303 | $71.5K | 0.08% | +74+0.7% | Added |
| Bank of Montreal | 10,447 | $72.5K | 0.00% | −340−3.2% | Reduced |
| Credential Qtrade Securities Inc. | 10,628 | $73.7K | 0.00% | −683−6.0% | Reduced |
| Snowden Capital Advisors LLC | 10,704 | $74.2K | 0.00% | +10,704 | New |
| Tiaa Trust, National Association | 10,795 | $74.8K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 11,277 | $78.1K | 0.00% | +59+0.5% | Added |
| Massachusetts Financial Services Co | 11,362 | $78.7K | 0.00% | +675+6.3% | Added |
| First Affirmative Financial Network | 11,452 | $79.4K | 0.06% | −1,094−8.7% | Reduced |
| HTLF Bank | 12,025 | $83.3K | 0.01% | +16+0.1% | Added |
| Calamos Wealth Management LLC | 12,175 | $84.4K | 0.00% | +603+5.2% | Added |
| PDS Planning, Inc | 12,267 | $85.0K | 0.01% | +19+0.2% | Added |
| Fulton Bank, N.A. | 12,275 | $85.1K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 12,723 | $88.2K | 0.01% | +200+1.6% | Added |
| M&T Bank Corp | 13,211 | $91.6K | 0.00% | −232−1.7% | Reduced |
| Grove Bank & Trust | 13,753 | $95.3K | 0.02% | +260+1.9% | Added |
| Sivia Capital Partners, LLC | 13,767 | $95.4K | 0.06% | −1,587−10.3% | Reduced |
| Walleye Capital LLC | 13,797 | $95.6K | 0.00% | +13,797 | New |
| Rathbone Brothers plc | 14,000 | $97.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 14,642 | $101.5K | 0.00% | −702−4.6% | Reduced |
| Peapack Gladstone Financial Corp | 14,935 | $103.0K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 14,915 | $103.4K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,941 | $103.5K | 0.00% | +6,843+84.5% | Added |
| Hilltop Holdings Inc. | 15,311 | $106.1K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 15,573 | $107.9K | 0.00% | +71+0.5% | Added |
| Orion Portfolio Solutions, LLC | 15,573 | $107.9K | 0.00% | +71+0.5% | Added |
| Hamilton Capital, LLC | 16,172 | $112.1K | 0.01% | +164+1.0% | Added |
| Aviva PLC | 16,370 | $113.4K | 0.00% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 16,931 | $117.4K | 0.01% | −147−0.9% | Reduced |
| Checchi Capital Advisers, LLC | 17,221 | $119.3K | 0.01% | −17,297−50.1% | Reduced |
| Legacy Financial Advisors, Inc. | 17,367 | $120.4K | 0.02% | −30.0% | Reduced |
| Ewa, LLC | 18,999 | $120.5K | 0.05% | +660+3.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 17,419 | $120.7K | 0.02% | 00.0% | Unchanged |
| JGP Global Gestao de Recursos Ltda. | 17,483 | $121.2K | 0.08% | +17,483 | New |
| Rehmann Capital Advisory Group | 17,745 | $123.0K | 0.01% | +17,745 | New |
| Schechter Investment Advisors, LLC | 18,694 | $129.5K | 0.01% | +1,040+5.9% | Added |
| Stifel Financial Corp | 18,685 | $129.5K | 0.00% | −350−1.8% | Reduced |
| Quantinno Capital Management LP | 19,060 | $132.0K | 0.00% | +8,811+86.0% | Added |
| HighTower Advisors, LLC | 20,011 | $139.0K | 0.00% | +3,234+19.3% | Added |
| GWM Advisors LLC | 20,236 | $140.2K | 0.00% | +122+0.6% | Added |
| CI Private Wealth, LLC | 20,845 | $144.5K | 0.00% | −10,856−34.2% | Reduced |