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, Q2 2024
Institutional positions in Itau Unibanco Holding S.A. as of Jun 30, 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
- 334
- +14 vs. Q1 2024
- Shares held
- 838.9M
- +28.0M (+3.5%) vs. Q1 2024
- Total value
- $4.90B
- −$714.8M (−12.7%) vs. Q1 2024
- New holders
- 47
- 99 more added
- Sold out
- 33
- 121 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 0 | $4 | 0.00% | 0 | New |
| Northwestern Mutual Wealth Management Co | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3 | $18 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 81 | $464 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 83 | $485 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 103 | $602 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 110 | $642 | 0.00% | +110 | New |
| Bell Investment Advisors, Inc | 119 | $695 | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 133 | $777 | 0.00% | +133 | New |
| Hollencrest Capital Management | 148 | $864 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 154 | $898 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 164 | $958 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 200 | $1.00K | 0.00% | +200 | New |
| Opal Wealth Advisors, LLC | 173 | $1.01K | 0.00% | +173 | New |
| ClariVest Asset Management LLC | 198 | $1.16K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 231 | $1.32K | 0.00% | −23,005−99.0% | Reduced |
| AdvisorNet Financial, Inc | 241 | $1.41K | 0.00% | −61−20.2% | Reduced |
| Jones Financial Companies LLLP | 288 | $1.68K | 0.00% | −618−68.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 300 | $1.75K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 309 | $1.80K | 0.00% | +309 | New |
| Frazier Financial Advisors, LLC | 311 | $1.82K | 0.00% | −56−15.3% | Reduced |
| Lynx Investment Advisory | 324 | $1.89K | 0.00% | +324 | New |
| Beacon Capital Management, LLC | 339 | $1.98K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 486 | $2.84K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 584 | $3.35K | 0.00% | +9+1.6% | Added |
| Allworth Financial LP | 548 | $3.37K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 602 | $3.52K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 782 | $4.00K | 0.00% | −48−5.8% | Reduced |
| BBJS Financial Advisors, LLC | 697 | $4.07K | 0.00% | +697 | New |
| FinTrust Capital Advisors, LLC | 983 | $5.74K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,035 | $6.04K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,056 | $6.17K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,229 | $7.18K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 1,251 | $7.31K | 0.00% | −2,014−61.7% | Reduced |
| Toronto Dominion Bank | 1,312 | $7.66K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 1,358 | $7.93K | 0.00% | −753−35.7% | Reduced |
| TD Private Client Wealth LLC | 1,554 | $9.07K | 0.00% | +494+46.6% | Added |
| Key Financial Inc | 1,590 | $9.29K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,603 | $9.36K | 0.00% | +155+10.7% | Added |
| Tortoise Investment Management, LLC | 2,196 | $12.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,498 | $15.0K | 0.00% | +89+3.7% | Added |
| Park Place Capital Corp | 2,731 | $15.9K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,858 | $16.7K | 0.00% | −523−15.5% | Reduced |
| Global Retirement Partners, LLC | 2,950 | $17.2K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,272 | $19.0K | 0.00% | +57+1.8% | Added |
| Mather Group, LLC. | 2,968 | $20.6K | 0.00% | −165−5.3% | Reduced |
| Van Eck Associates Corp | 3,602 | $21.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 3,600 | $21.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,319 | $25.2K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 4,392 | $25.6K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5,043 | $29.5K | 0.02% | +260+5.4% | Added |
| GAMMA Investing LLC | 5,317 | $31.1K | 0.00% | +942+21.5% | Added |
| Hilltop National Bank | 5,722 | $33.4K | 0.01% | +385+7.2% | Added |
| Allspring Global Investments Holdings, LLC | 6,041 | $35.3K | 0.00% | +324+5.7% | Added |
| CWM, LLC | 8,100 | $47.0K | 0.00% | +199+2.5% | Added |
| Investors Research Corp | 8,911 | $52.0K | 0.01% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,118 | $59.1K | 0.00% | +10,118 | New |
| Aviso Financial Inc. | 10,299 | $60.0K | 0.00% | +10,299 | New |
| Huntington National Bank | 10,301 | $60.2K | 0.00% | +1,585+18.2% | Added |
| Lindbrook Capital, LLC | 10,593 | $61.9K | 0.01% | +4,389+70.7% | Added |
| Snowden Capital Advisors LLC | 11,025 | $64.9K | 0.00% | +321+3.0% | Added |
| Dynamic Advisor Solutions LLC | 11,137 | $65.0K | 0.00% | +11,137 | New |
| Sunpointe, LLC | 11,057 | $65.1K | 0.04% | +754+7.3% | Added |
| Creative Planning | 11,188 | $65.3K | 0.00% | −89−0.8% | Reduced |
| Massachusetts Financial Services Co | 11,362 | $66.4K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 11,467 | $67.0K | 0.01% | −1,256−9.9% | Reduced |
| Fulton Bank, N.A. | 11,552 | $67.5K | 0.00% | −723−5.9% | Reduced |
| HTLF Bank | 12,152 | $71.0K | 0.01% | +127+1.1% | Added |
| Avantax Advisory Services, Inc. | 12,463 | $72.8K | 0.00% | +12,463 | New |
| Keybank National Association | 12,506 | $73.0K | 0.00% | +12,506 | New |
| First Affirmative Financial Network | 13,040 | $76.2K | 0.05% | +1,588+13.9% | Added |
| Coldstream Capital Management Inc | 13,306 | $77.7K | 0.00% | +3,063+29.9% | Added |
| Grove Bank & Trust | 13,391 | $78.2K | 0.01% | −362−2.6% | Reduced |
| Legacy Financial Advisors, Inc. | 13,674 | $79.9K | 0.01% | −3,693−21.3% | Reduced |
| Gratus Capital LLC | 13,887 | $81.1K | 0.00% | +13,887 | New |
| Rathbone Brothers plc | 14,000 | $81.8K | 0.00% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 14,145 | $82.6K | 0.06% | +378+2.7% | Added |
| Stifel Financial Corp | 14,154 | $82.7K | 0.00% | −4,531−24.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 14,172 | $82.8K | 0.00% | +7,284+105.7% | Added |
| Wealth Advisory Solutions, LLC | 14,239 | $83.2K | 0.02% | +14,239 | New |
| Peapack Gladstone Financial Corp | 14,935 | $87.0K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 14,915 | $87.1K | 0.00% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 15,105 | $88.2K | 0.03% | +15,105 | New |
| PDS Planning, Inc | 15,132 | $88.4K | 0.01% | +2,865+23.4% | Added |
| Brinker Capital Investments, LLC | 15,151 | $88.5K | 0.00% | −422−2.7% | Reduced |
| Orion Portfolio Solutions, LLC | 15,151 | $88.5K | 0.00% | −422−2.7% | Reduced |
| Hilltop Holdings Inc. | 15,311 | $89.4K | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 15,434 | $90.1K | 0.01% | −2,311−13.0% | Reduced |
| Altfest L J & Co Inc | 15,519 | $91.0K | 0.01% | −57,546−78.8% | Reduced |
| Schechter Investment Advisors, LLC | 15,749 | $92.0K | 0.01% | −2,945−15.8% | Reduced |
| Hamilton Capital, LLC | 16,042 | $93.7K | 0.01% | −130−0.8% | Reduced |
| Quadrant Capital Group LLC | 16,341 | $95.4K | 0.01% | +8,657+112.7% | Added |
| Aviva PLC | 16,370 | $95.6K | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 16,855 | $98.4K | 0.00% | +16,855 | New |
| Checchi Capital Advisers, LLC | 17,221 | $100.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 17,419 | $101.7K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 19,375 | $113.2K | 0.00% | +4,733+32.3% | Added |
| Ewa, LLC | 18,907 | $115.9K | 0.05% | −92−0.5% | Reduced |
| CI Private Wealth, LLC | 20,148 | $117.7K | 0.00% | −697−3.3% | Reduced |
| MML Investors Services, LLC | 20,239 | $118.0K | 0.00% | −704−3.4% | Reduced |