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 |
|---|---|---|---|---|---|
| Eisler Capital (UK) Ltd. | 46,922 | $274.0K | 0.09% | +46,922 | New |
| HBK Sorce Advisory LLC | 42,540 | $248.4K | 0.01% | −3,808−8.2% | Reduced |
| Ronald Blue Trust, Inc. | 35,343 | $244.9K | 0.00% | +11,519+48.4% | Added |
| Blair William & Co | 41,367 | $241.6K | 0.00% | +14,893+56.3% | Added |
| Sequoia Financial Advisors, LLC | 41,293 | $241.2K | 0.00% | −531−1.3% | Reduced |
| Spire Wealth Management | 40,949 | $239.1K | 0.01% | −499−1.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 40,500 | $236.5K | 0.03% | −70,000−63.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 39,668 | $231.7K | 0.00% | +6,412+19.3% | Added |
| Tower Research Capital LLC (TRC) | 37,776 | $220.6K | 0.00% | +8,081+27.2% | Added |
| Blueshift Asset Management, LLC | 37,611 | $219.6K | 0.07% | +37,611 | New |
| Atlas Capital Advisors LLC | 37,402 | $218.4K | 0.03% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 36,825 | $215.1K | 0.00% | −713−1.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 35,964 | $210.0K | 0.00% | −1,659−4.4% | Reduced |
| Cable Hill Partners, LLC | 35,456 | $208.8K | 0.02% | +35,456 | New |
| Vestmark Advisory Solutions, Inc. | 34,538 | $201.7K | 0.01% | −1,113−3.1% | Reduced |
| Mercer Global Advisors Inc | 34,200 | $199.7K | 0.00% | −2,261−6.2% | Reduced |
| Truist Financial Corp | 34,104 | $199.2K | 0.00% | −10,292−23.2% | Reduced |
| Marietta Investment Partners LLC | 33,500 | $195.6K | 0.04% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 33,430 | $195.2K | 0.03% | −2,590−7.2% | Reduced |
| Leonteq Securities AG | 32,171 | $187.9K | 0.03% | +5,540+20.8% | Added |
| Gould Asset Management LLC | 30,710 | $179.3K | 0.04% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 28,682 | $171.5K | 0.00% | +448+1.6% | Added |
| Stephens Inc | 28,826 | $168.3K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 28,763 | $168.0K | 0.00% | −327−1.1% | Reduced |
| SG Americas Securities, LLC | 28,193 | $165.0K | 0.00% | +28,193 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 26,750 | $156.2K | 0.00% | −28,500−51.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 26,440 | $154.4K | 0.01% | +2,550+10.7% | Added |
| Metis Global Partners, LLC | 25,951 | $151.6K | 0.01% | +721+2.9% | Added |
| Ameraudi Asset Management, Inc. | 25,150 | $146.9K | 0.07% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 24,115 | $142.1K | 0.00% | −8,512−26.1% | Reduced |
| Gateway Investment Advisers LLC | 23,942 | $139.8K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 21,293 | $124.4K | 0.00% | −624−2.8% | Reduced |
| Old National Bancorp | 21,188 | $123.7K | 0.00% | −162−0.8% | Reduced |
| HighTower Advisors, LLC | 20,763 | $123.0K | 0.00% | +752+3.8% | Added |
| MML Investors Services, LLC | 20,239 | $118.0K | 0.00% | −704−3.4% | Reduced |
| CI Private Wealth, LLC | 20,148 | $117.7K | 0.00% | −697−3.3% | Reduced |
| Ewa, LLC | 18,907 | $115.9K | 0.05% | −92−0.5% | Reduced |
| Captrust Financial Advisors | 19,375 | $113.2K | 0.00% | +4,733+32.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 17,419 | $101.7K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 17,221 | $100.6K | 0.01% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 16,855 | $98.4K | 0.00% | +16,855 | New |
| Aviva PLC | 16,370 | $95.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 16,341 | $95.4K | 0.01% | +8,657+112.7% | Added |
| Hamilton Capital, LLC | 16,042 | $93.7K | 0.01% | −130−0.8% | Reduced |
| Schechter Investment Advisors, LLC | 15,749 | $92.0K | 0.01% | −2,945−15.8% | Reduced |
| Altfest L J & Co Inc | 15,519 | $91.0K | 0.01% | −57,546−78.8% | Reduced |
| Rehmann Capital Advisory Group | 15,434 | $90.1K | 0.01% | −2,311−13.0% | Reduced |
| Hilltop Holdings Inc. | 15,311 | $89.4K | 0.01% | 00.0% | Unchanged |
| 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 |
| PDS Planning, Inc | 15,132 | $88.4K | 0.01% | +2,865+23.4% | Added |
| Fielder Capital Group LLC | 15,105 | $88.2K | 0.03% | +15,105 | New |
| Wetherby Asset Management Inc | 14,915 | $87.1K | 0.00% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 14,935 | $87.0K | 0.00% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 14,239 | $83.2K | 0.02% | +14,239 | New |
| Whittier Trust Co of Nevada Inc | 14,172 | $82.8K | 0.00% | +7,284+105.7% | Added |
| Stifel Financial Corp | 14,154 | $82.7K | 0.00% | −4,531−24.2% | Reduced |
| Sivia Capital Partners, LLC | 14,145 | $82.6K | 0.06% | +378+2.7% | Added |
| Rathbone Brothers plc | 14,000 | $81.8K | 0.00% | 00.0% | Unchanged |
| Gratus Capital LLC | 13,887 | $81.1K | 0.00% | +13,887 | New |
| Legacy Financial Advisors, Inc. | 13,674 | $79.9K | 0.01% | −3,693−21.3% | Reduced |
| Grove Bank & Trust | 13,391 | $78.2K | 0.01% | −362−2.6% | Reduced |
| Coldstream Capital Management Inc | 13,306 | $77.7K | 0.00% | +3,063+29.9% | Added |
| First Affirmative Financial Network | 13,040 | $76.2K | 0.05% | +1,588+13.9% | Added |
| Keybank National Association | 12,506 | $73.0K | 0.00% | +12,506 | New |
| Avantax Advisory Services, Inc. | 12,463 | $72.8K | 0.00% | +12,463 | New |
| HTLF Bank | 12,152 | $71.0K | 0.01% | +127+1.1% | Added |
| Fulton Bank, N.A. | 11,552 | $67.5K | 0.00% | −723−5.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 11,467 | $67.0K | 0.01% | −1,256−9.9% | Reduced |
| Massachusetts Financial Services Co | 11,362 | $66.4K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 11,188 | $65.3K | 0.00% | −89−0.8% | Reduced |
| Sunpointe, LLC | 11,057 | $65.1K | 0.04% | +754+7.3% | Added |
| Dynamic Advisor Solutions LLC | 11,137 | $65.0K | 0.00% | +11,137 | New |
| Snowden Capital Advisors LLC | 11,025 | $64.9K | 0.00% | +321+3.0% | Added |
| Lindbrook Capital, LLC | 10,593 | $61.9K | 0.01% | +4,389+70.7% | Added |
| Huntington National Bank | 10,301 | $60.2K | 0.00% | +1,585+18.2% | Added |
| Aviso Financial Inc. | 10,299 | $60.0K | 0.00% | +10,299 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,118 | $59.1K | 0.00% | +10,118 | New |
| Investors Research Corp | 8,911 | $52.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 8,100 | $47.0K | 0.00% | +199+2.5% | Added |
| Allspring Global Investments Holdings, LLC | 6,041 | $35.3K | 0.00% | +324+5.7% | Added |
| Hilltop National Bank | 5,722 | $33.4K | 0.01% | +385+7.2% | Added |
| GAMMA Investing LLC | 5,317 | $31.1K | 0.00% | +942+21.5% | Added |
| Bruce G. Allen Investments, LLC | 5,043 | $29.5K | 0.02% | +260+5.4% | Added |
| Credit Agricole S A | 4,392 | $25.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,319 | $25.2K | 0.00% | 00.0% | Unchanged |
| 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 |
| Mather Group, LLC. | 2,968 | $20.6K | 0.00% | −165−5.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,272 | $19.0K | 0.00% | +57+1.8% | Added |
| Global Retirement Partners, LLC | 2,950 | $17.2K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,858 | $16.7K | 0.00% | −523−15.5% | Reduced |
| Park Place Capital Corp | 2,731 | $15.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,498 | $15.0K | 0.00% | +89+3.7% | Added |
| Tortoise Investment Management, LLC | 2,196 | $12.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,603 | $9.36K | 0.00% | +155+10.7% | Added |
| Key Financial Inc | 1,590 | $9.29K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,554 | $9.07K | 0.00% | +494+46.6% | Added |
| Rock Creek Group, LP | 1,358 | $7.93K | 0.00% | −753−35.7% | Reduced |
| Toronto Dominion Bank | 1,312 | $7.66K | 0.00% | 00.0% | Unchanged |