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 |
|---|---|---|---|---|---|
| SYSTM Wealth Solutions LLC | 1,251 | $7.31K | 0.00% | −2,014−61.7% | Reduced |
| WealthCollab, LLC | 1,229 | $7.18K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,056 | $6.17K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,035 | $6.04K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 983 | $5.74K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 697 | $4.07K | 0.00% | +697 | New |
| NBC Securities, Inc. | 782 | $4.00K | 0.00% | −48−5.8% | Reduced |
| First Horizon Advisors, Inc. | 602 | $3.52K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 548 | $3.37K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 584 | $3.35K | 0.00% | +9+1.6% | Added |
| First Financial Corp | 486 | $2.84K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 339 | $1.98K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 324 | $1.89K | 0.00% | +324 | New |
| Frazier Financial Advisors, LLC | 311 | $1.82K | 0.00% | −56−15.3% | Reduced |
| Highline Wealth Partners LLC | 309 | $1.80K | 0.00% | +309 | New |
| Federation des caisses Desjardins du Quebec | 300 | $1.75K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 288 | $1.68K | 0.00% | −618−68.2% | Reduced |
| AdvisorNet Financial, Inc | 241 | $1.41K | 0.00% | −61−20.2% | Reduced |
| National Bank of Canada | 231 | $1.32K | 0.00% | −23,005−99.0% | Reduced |
| ClariVest Asset Management LLC | 198 | $1.16K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 173 | $1.01K | 0.00% | +173 | New |
| Householder Group Estate & Retirement Specialist, LLC | 200 | $1.00K | 0.00% | +200 | New |
| Raffa Wealth Management, LLC | 164 | $958 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 154 | $898 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 148 | $864 | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 133 | $777 | 0.00% | +133 | New |
| Bell Investment Advisors, Inc | 119 | $695 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 110 | $642 | 0.00% | +110 | New |
| Richardson Financial Services Inc. | 103 | $602 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 83 | $485 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 81 | $464 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3 | $18 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 0 | $4 | 0.00% | 0 | New |
| Gemsstock Limited | 0 | $0 | 0.00% | −3,424,782−100.0% | Sold out |
| Formuepleje A/S | 0 | $0 | 0.00% | −822,526−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −595,704−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −371,763−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −319,599−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −231,688−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −210,789−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −205,359−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −189,840−100.0% | Sold out |
| Channing Global Advisors, LLC | 0 | $0 | 0.00% | −180,884−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −160,810−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −114,053−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −103,522−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −77,745−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −73,663−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −65,892−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −58,900−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −56,811−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −55,946−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −37,669−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −19,060−100.0% | Sold out |
| JGP Global Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −17,483−100.0% | Sold out |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −16,931−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −13,211−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −12,175−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −10,795−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −10,447−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −7,050−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −1,645−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −466−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −217−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Ulland Investment Advisors, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| BTG Pactual Global Asset Management Ltd | – | – | – | – | Not filed |
| Grey Street Capital, LLC | – | – | – | – | Not filed |
| Credential Qtrade Securities Inc. | – | – | – | – | Not filed |
| Cutler Group LP | – | – | – | – | Not filed |