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, Q3 2024
Institutional positions in Itau Unibanco Holding S.A. as of Sep 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
- 348
- +17 vs. Q2 2024
- Shares held
- 896.3M
- +79.8M (+9.8%) vs. Q2 2024
- Total value
- $5.72B
- +$954.4M (+20.0%) vs. Q2 2024
- New holders
- 46
- 120 more added
- Sold out
- 29
- 119 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 81 | $539 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 83 | $552 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 110 | $732 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 119 | $792 | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 133 | $885 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 148 | $984 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 154 | $1.02K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 164 | $1.09K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 198 | $1.16K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 185 | $1.23K | 0.00% | +185 | New |
| Richardson Financial Services Inc. | 206 | $1.29K | 0.00% | +103+100.0% | Added |
| AdvisorNet Financial, Inc | 241 | $1.60K | 0.00% | 00.0% | Unchanged |
| Bull Oak Capital, LLC | 249 | $1.66K | 0.00% | +249 | New |
| Fortitude Family Office, LLC | 290 | $1.93K | 0.00% | +290 | New |
| Signaturefd, LLC | 299 | $1.99K | 0.00% | +296+9,866.7% | Added |
| Federation des caisses Desjardins du Quebec | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 314 | $2.09K | 0.00% | +314 | New |
| Beacon Capital Management, LLC | 339 | $2.25K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 395 | $2.63K | 0.00% | −189−32.4% | Reduced |
| Highline Wealth Partners LLC | 406 | $2.70K | 0.00% | +97+31.4% | Added |
| CIBC Private Wealth Group, LLC | 451 | $3.00K | 0.00% | −28,231−98.4% | Reduced |
| Allworth Financial LP | 548 | $3.65K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 657 | $4.37K | 0.01% | +657 | New |
| First Horizon Advisors, Inc. | 750 | $4.99K | 0.00% | +148+24.6% | Added |
| NBC Securities, Inc. | 794 | $5.00K | 0.00% | +12+1.5% | Added |
| Leonteq Securities AG | 864 | $5.75K | 0.00% | −31,307−97.3% | Reduced |
| FinTrust Capital Advisors, LLC | 983 | $6.54K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,035 | $6.88K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,229 | $8.17K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,590 | $10.6K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,601 | $10.6K | 0.00% | +1,601 | New |
| Jones Financial Companies LLLP | 1,928 | $12.9K | 0.00% | +1,640+569.4% | Added |
| Geneos Wealth Management Inc. | 1,987 | $13.2K | 0.00% | +1,987 | New |
| Principal Securities, Inc. | 1,998 | $13.3K | 0.00% | +395+24.6% | Added |
| Smartleaf Asset Management LLC | 1,960 | $13.3K | 0.00% | +1,960 | New |
| TD Private Client Wealth LLC | 2,116 | $14.1K | 0.00% | +562+36.2% | Added |
| Tortoise Investment Management, LLC | 2,196 | $14.6K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,408 | $16.0K | 0.00% | −323−11.8% | Reduced |
| EverSource Wealth Advisors, LLC | 2,670 | $17.8K | 0.00% | +172+6.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,858 | $19.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,950 | $19.6K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,968 | $19.7K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 3,600 | $24.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,838 | $25.5K | 0.00% | −33,564−89.7% | Reduced |
| Clearstead Advisors, LLC | 4,319 | $28.7K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 4,392 | $29.2K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5,313 | $35.3K | 0.03% | +270+5.4% | Added |
| GAMMA Investing LLC | 5,400 | $35.9K | 0.00% | +83+1.6% | Added |
| Van Eck Associates Corp | 6,071 | $38.0K | 0.00% | +2,469+68.5% | Added |
| Hilltop National Bank | 5,722 | $38.1K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 7,190 | $48.0K | 0.00% | −910−11.2% | Reduced |
| Parallel Advisors, LLC | 7,784 | $51.8K | 0.00% | +7,784 | New |
| Investors Research Corp | 8,911 | $59.3K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 9,996 | $66.5K | 0.00% | −305−3.0% | Reduced |
| Alta Capital Management LLC | 10,108 | $67.2K | 0.00% | +10,108 | New |
| Quantinno Capital Management LP | 10,172 | $67.7K | 0.00% | +10,172 | New |
| HTLF Bank | 10,237 | $68.1K | 0.01% | −1,915−15.8% | Reduced |
| Daymark Wealth Partners, LLC | 10,250 | $68.2K | 0.00% | +10,250 | New |
| MQS Management LLC | 10,493 | $69.8K | 0.04% | +10,493 | New |
| Dorsey & Whitney Trust CO LLC | 10,738 | $71.4K | 0.00% | +10,738 | New |
| Seven Eight Capital, LP | 10,926 | $72.7K | 0.01% | +10,926 | New |
| Sunpointe, LLC | 10,936 | $73.3K | 0.06% | −121−1.1% | Reduced |
| Tiaa Trust, National Association | 11,230 | $74.7K | 0.00% | +11,230 | New |
| Massachusetts Financial Services Co | 11,362 | $75.6K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 11,421 | $76.0K | 0.00% | +1,122+10.9% | Added |
| Fulton Bank, N.A. | 11,647 | $77.5K | 0.00% | +95+0.8% | Added |
| Lindbrook Capital, LLC | 11,725 | $78.0K | 0.01% | +1,132+10.7% | Added |
| Altfest L J & Co Inc | 11,787 | $78.0K | 0.01% | −3,732−24.0% | Reduced |
| Raymond James Trust N.A. | 12,211 | $81.2K | 0.00% | +12,211 | New |
| Keybank National Association | 12,347 | $82.1K | 0.00% | −159−1.3% | Reduced |
| Dynamic Advisor Solutions LLC | 12,491 | $83.1K | 0.00% | +1,354+12.2% | Added |
| Bank of Montreal | 12,395 | $84.0K | 0.00% | +12,395 | New |
| Snowden Capital Advisors LLC | 12,912 | $86.5K | 0.00% | +1,887+17.1% | Added |
| Eqis Capital Management, Inc. | 13,558 | $90.2K | 0.01% | +13,558 | New |
| Grove Bank & Trust | 13,837 | $92.0K | 0.01% | +446+3.3% | Added |
| Colony Group, LLC | 13,887 | $92.3K | 0.00% | +13,887 | New |
| Sivia Capital Partners, LLC | 13,962 | $92.8K | 0.05% | −183−1.3% | Reduced |
| Rathbone Brothers plc | 14,000 | $93.1K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 14,154 | $94.1K | 0.00% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 14,289 | $95.0K | 0.01% | −1,145−7.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 14,362 | $95.5K | 0.00% | +190+1.3% | Added |
| Walleye Capital LLC | 14,489 | $96.4K | 0.00% | −864,276−98.4% | Reduced |
| Hamilton Capital, LLC | 16,036 | $97.0K | 0.01% | −60.0% | Reduced |
| Peapack Gladstone Financial Corp | 14,935 | $99.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 14,941 | $99.4K | 0.00% | +3,753+33.5% | Added |
| Fielder Capital Group LLC | 15,105 | $100.4K | 0.03% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 15,304 | $101.8K | 0.00% | +389+2.6% | Added |
| Coldstream Capital Management Inc | 15,556 | $103.4K | 0.00% | +2,250+16.9% | Added |
| Avantax Advisory Services, Inc. | 15,584 | $103.6K | 0.00% | +3,121+25.0% | Added |
| Provida Pension Fund Administrator | 16,216 | $107.8K | 0.00% | −3,055,000−99.5% | Reduced |
| Aviva PLC | 16,370 | $108.9K | 0.00% | 00.0% | Unchanged |
| PDS Planning, Inc | 16,543 | $110.0K | 0.01% | +1,411+9.3% | Added |
| Quadrant Capital Group LLC | 16,715 | $111.2K | 0.01% | +374+2.3% | Added |
| Allspring Global Investments Holdings, LLC | 16,730 | $111.3K | 0.00% | +10,689+176.9% | Added |
| Hilltop Holdings Inc. | 16,787 | $111.6K | 0.01% | +1,476+9.6% | Added |
| Ewa, LLC | 18,902 | $111.7K | 0.04% | −50.0% | Reduced |
| Vontobel Holding Ltd. | 16,977 | $112.9K | 0.00% | +16,977 | New |
| Checchi Capital Advisers, LLC | 17,221 | $114.5K | 0.01% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 17,230 | $114.6K | 0.01% | +17,230 | New |
| Pinnacle Wealth Planning Services, Inc. | 17,419 | $115.8K | 0.02% | 00.0% | Unchanged |