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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 35,651 | $247.1K | 0.01% | +539+1.5% | Added |
| Banco Santander, S.A. | 34,153 | $236.7K | 0.00% | −469−1.4% | Reduced |
| NewEdge Wealth, LLC | 37,538 | $234.6K | 0.01% | +2,426+6.9% | Added |
| Marietta Investment Partners LLC | 33,500 | $232.2K | 0.05% | −18,382−35.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 33,256 | $230.4K | 0.00% | −5,674−14.6% | Reduced |
| Cresset Asset Management, LLC | 32,627 | $226.3K | 0.00% | +32,627 | New |
| Gould Asset Management LLC | 30,710 | $212.8K | 0.05% | −1,220−3.8% | Reduced |
| Tower Research Capital LLC (TRC) | 29,695 | $205.8K | 0.00% | +17,197+137.6% | Added |
| Cetera Investment Advisers | 29,090 | $201.5K | 0.00% | +16,721+135.2% | Added |
| Stephens Inc | 28,826 | $199.8K | 0.00% | +4,130+16.7% | Added |
| CIBC Private Wealth Group, LLC | 28,234 | $187.2K | 0.00% | +28,234 | New |
| Leonteq Securities AG | 26,631 | $184.6K | 0.02% | −963−3.5% | Reduced |
| Blair William & Co | 26,474 | $183.5K | 0.00% | +26,474 | New |
| Metis Global Partners, LLC | 25,230 | $174.8K | 0.01% | −1,239−4.7% | Reduced |
| Ameraudi Asset Management, Inc. | 25,150 | $174.3K | 0.08% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 23,942 | $165.9K | 0.00% | +23,942 | New |
| Knights of Columbus Asset Advisors LLC | 23,890 | $165.6K | 0.01% | +23,890 | New |
| Ronald Blue Trust, Inc. | 23,824 | $165.1K | 0.00% | +4,370+22.5% | Added |
| Harbour Capital Advisors, LLC | 23,125 | $153.3K | 0.04% | +23,125 | New |
| United Capital Financial Advisers, LLC | 21,917 | $151.9K | 0.00% | −761−3.4% | Reduced |
| Grey Street Capital, LLC | 21,568 | $149.6K | 0.02% | +21,568 | New |
| Old National Bancorp | 21,350 | $148.0K | 0.00% | −6,182−22.5% | Reduced |
| National Bank of Canada | 23,236 | $147.3K | 0.00% | +15,800+212.5% | Added |
| MML Investors Services, LLC | 20,943 | $145.0K | 0.00% | +5,553+36.1% | Added |
| CI Private Wealth, LLC | 20,845 | $144.5K | 0.00% | −10,856−34.2% | Reduced |
| GWM Advisors LLC | 20,236 | $140.2K | 0.00% | +122+0.6% | Added |
| HighTower Advisors, LLC | 20,011 | $139.0K | 0.00% | +3,234+19.3% | Added |
| Quantinno Capital Management LP | 19,060 | $132.0K | 0.00% | +8,811+86.0% | Added |
| Stifel Financial Corp | 18,685 | $129.5K | 0.00% | −350−1.8% | Reduced |
| Schechter Investment Advisors, LLC | 18,694 | $129.5K | 0.01% | +1,040+5.9% | Added |
| Rehmann Capital Advisory Group | 17,745 | $123.0K | 0.01% | +17,745 | New |
| JGP Global Gestao de Recursos Ltda. | 17,483 | $121.2K | 0.08% | +17,483 | New |
| Pinnacle Wealth Planning Services, Inc. | 17,419 | $120.7K | 0.02% | 00.0% | Unchanged |
| Ewa, LLC | 18,999 | $120.5K | 0.05% | +660+3.6% | Added |
| Legacy Financial Advisors, Inc. | 17,367 | $120.4K | 0.02% | −30.0% | Reduced |
| Checchi Capital Advisers, LLC | 17,221 | $119.3K | 0.01% | −17,297−50.1% | Reduced |
| Lake Street Advisors Group, LLC | 16,931 | $117.4K | 0.01% | −147−0.9% | Reduced |
| Aviva PLC | 16,370 | $113.4K | 0.00% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 16,172 | $112.1K | 0.01% | +164+1.0% | Added |
| 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 |
| Hilltop Holdings Inc. | 15,311 | $106.1K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,941 | $103.5K | 0.00% | +6,843+84.5% | Added |
| Wetherby Asset Management Inc | 14,915 | $103.4K | 0.00% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 14,935 | $103.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 14,642 | $101.5K | 0.00% | −702−4.6% | Reduced |
| Rathbone Brothers plc | 14,000 | $97.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 13,797 | $95.6K | 0.00% | +13,797 | New |
| Sivia Capital Partners, LLC | 13,767 | $95.4K | 0.06% | −1,587−10.3% | Reduced |
| Grove Bank & Trust | 13,753 | $95.3K | 0.02% | +260+1.9% | Added |
| M&T Bank Corp | 13,211 | $91.6K | 0.00% | −232−1.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 12,723 | $88.2K | 0.01% | +200+1.6% | Added |
| Fulton Bank, N.A. | 12,275 | $85.1K | 0.00% | 00.0% | Unchanged |
| PDS Planning, Inc | 12,267 | $85.0K | 0.01% | +19+0.2% | Added |
| Calamos Wealth Management LLC | 12,175 | $84.4K | 0.00% | +603+5.2% | Added |
| HTLF Bank | 12,025 | $83.3K | 0.01% | +16+0.1% | Added |
| First Affirmative Financial Network | 11,452 | $79.4K | 0.06% | −1,094−8.7% | Reduced |
| Massachusetts Financial Services Co | 11,362 | $78.7K | 0.00% | +675+6.3% | Added |
| Creative Planning | 11,277 | $78.1K | 0.00% | +59+0.5% | Added |
| Tiaa Trust, National Association | 10,795 | $74.8K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 10,704 | $74.2K | 0.00% | +10,704 | New |
| Credential Qtrade Securities Inc. | 10,628 | $73.7K | 0.00% | −683−6.0% | Reduced |
| Bank of Montreal | 10,447 | $72.5K | 0.00% | −340−3.2% | Reduced |
| Sunpointe, LLC | 10,303 | $71.5K | 0.08% | +74+0.7% | Added |
| Coldstream Capital Management Inc | 10,243 | $71.0K | 0.00% | +10,243 | New |
| Investors Research Corp | 8,911 | $61.8K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 8,716 | $60.4K | 0.00% | +283+3.4% | Added |
| CWM, LLC | 7,901 | $55.0K | 0.00% | +942+13.5% | Added |
| Quadrant Capital Group LLC | 7,684 | $53.3K | 0.00% | −659−7.9% | Reduced |
| Bessemer Group Inc | 7,050 | $49.0K | 0.00% | +7,050 | New |
| Whittier Trust Co of Nevada Inc | 6,888 | $47.7K | 0.00% | +5,862+571.3% | Added |
| Lindbrook Capital, LLC | 6,204 | $43.0K | 0.00% | +74+1.2% | Added |
| Allspring Global Investments Holdings, LLC | 5,717 | $39.6K | 0.00% | +106+1.9% | Added |
| Hilltop National Bank | 5,337 | $37.0K | 0.01% | +5,337 | New |
| Bruce G. Allen Investments, LLC | 4,783 | $33.1K | 0.03% | −449−8.6% | Reduced |
| GAMMA Investing LLC | 4,375 | $30.3K | 0.01% | +1,755+67.0% | Added |
| Clearstead Advisors, LLC | 4,319 | $27.7K | 0.00% | +3,831+785.0% | Added |
| Credit Agricole S A | 4,392 | $26.5K | 0.00% | 00.0% | Unchanged |
| 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 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,381 | $23.4K | 0.00% | +3,381 | New |
| SYSTM Wealth Solutions LLC | 3,265 | $22.6K | 0.00% | +2,003+158.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,215 | $22.0K | 0.00% | −103−3.1% | Reduced |
| Mather Group, LLC. | 3,133 | $21.8K | 0.00% | +3,133 | New |
| Global Retirement Partners, LLC | 2,950 | $20.4K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,731 | $18.9K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2,196 | $15.2K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 2,111 | $14.6K | 0.00% | −1,192−36.1% | Reduced |
| EverSource Wealth Advisors, LLC | 2,409 | $14.6K | 0.00% | +110+4.8% | Added |
| Sofos Investments, Inc. | 1,645 | $11.4K | 0.00% | +1,214+281.7% | Added |
| Key Financial Inc | 1,590 | $11.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,448 | $10.0K | 0.00% | +24+1.7% | Added |
| Toronto Dominion Bank | 1,312 | $9.09K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,229 | $8.52K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,060 | $7.34K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,056 | $7.32K | 0.00% | +1,056 | New |
| JFS Wealth Advisors, LLC | 1,035 | $7.17K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 983 | $6.81K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 906 | $6.28K | 0.00% | +160+21.4% | Added |
| NBC Securities, Inc. | 830 | $5.00K | 0.00% | −218−20.8% | Reduced |