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 |
|---|---|---|---|---|---|
| Schechter Investment Advisors, LLC | 17,903 | $119.1K | 0.01% | +2,154+13.7% | Added |
| Old National Bancorp | 18,607 | $123.7K | 0.00% | −2,581−12.2% | Reduced |
| SG Americas Securities, LLC | 18,781 | $125.0K | 0.00% | −9,412−33.4% | Reduced |
| Flputnam Investment Management Co | 18,883 | $125.6K | 0.00% | +2,028+12.0% | Added |
| J. Safra Sarasin Holding AG | 20,100 | $133.7K | 0.00% | −39,200−66.1% | Reduced |
| United Capital Financial Advisers, LLC | 21,751 | $144.6K | 0.00% | +458+2.2% | Added |
| Walleye Trading LLC | 22,148 | $147.3K | 0.00% | +22,148 | New |
| Legacy Financial Advisors, Inc. | 23,068 | $153.4K | 0.03% | +9,394+68.7% | Added |
| Gateway Investment Advisers LLC | 23,942 | $159.2K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 23,967 | $159.4K | 0.00% | +4,592+23.7% | Added |
| First Affirmative Financial Network | 24,120 | $160.4K | 0.09% | +11,080+85.0% | Added |
| CI Private Wealth, LLC | 24,830 | $165.1K | 0.00% | +4,682+23.2% | Added |
| MML Investors Services, LLC | 24,959 | $166.0K | 0.00% | +4,720+23.3% | Added |
| Ameraudi Asset Management, Inc. | 25,150 | $167.2K | 0.08% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 25,015 | $167.6K | 0.00% | +900+3.7% | Added |
| HighTower Advisors, LLC | 25,586 | $169.0K | 0.00% | +4,823+23.2% | Added |
| Metis Global Partners, LLC | 25,951 | $172.6K | 0.01% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 26,277 | $174.7K | 0.00% | −102,522−79.6% | Reduced |
| Cetera Investment Advisers | 26,997 | $179.5K | 0.00% | −1,766−6.1% | Reduced |
| HRT Financial LP | 27,967 | $185.0K | 0.00% | −224,851−88.9% | Reduced |
| Stephens Inc | 28,875 | $192.0K | 0.00% | +49+0.2% | Added |
| Pekin Hardy Strauss, Inc. | 29,750 | $197.8K | 0.03% | −10,750−26.5% | Reduced |
| Capital Markets Trading UK LLP | 30,145 | $200.0K | 0.19% | −69,402−69.7% | Reduced |
| Gould Asset Management LLC | 30,710 | $204.2K | 0.04% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 30,870 | $205.3K | 0.03% | −2,560−7.7% | Reduced |
| Balyasny Asset Management LLC | 31,797 | $211.4K | 0.00% | −412,861−92.8% | Reduced |
| Cable Hill Partners, LLC | 32,787 | $219.7K | 0.02% | −2,669−7.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 33,043 | $219.7K | 0.01% | +6,603+25.0% | Added |
| Truist Financial Corp | 33,258 | $221.2K | 0.00% | −846−2.5% | Reduced |
| Marietta Investment Partners LLC | 33,500 | $222.8K | 0.05% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 35,077 | $233.3K | 0.00% | +19,926+131.5% | Added |
| Orion Portfolio Solutions, LLC | 35,077 | $233.3K | 0.00% | +19,926+131.5% | Added |
| NewEdge Wealth, LLC | 35,616 | $236.8K | 0.00% | −1,209−3.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 35,616 | $236.8K | 0.01% | +1,078+3.1% | Added |
| Mercer Global Advisors Inc | 36,624 | $238.8K | 0.00% | +2,424+7.1% | Added |
| HBK Sorce Advisory LLC | 37,290 | $248.0K | 0.01% | −5,250−12.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 40,624 | $270.1K | 0.00% | +4,660+13.0% | Added |
| Sequoia Financial Advisors, LLC | 40,667 | $270.4K | 0.00% | −626−1.5% | Reduced |
| Ronald Blue Trust, Inc. | 47,055 | $274.8K | 0.00% | +11,712+33.1% | Added |
| Spire Wealth Management | 41,333 | $274.9K | 0.01% | +384+0.9% | Added |
| Blair William & Co | 41,463 | $275.7K | 0.00% | +96+0.2% | Added |
| Blueshift Asset Management, LLC | 41,990 | $279.2K | 0.07% | +4,379+11.6% | Added |
| Guggenheim Capital LLC | 43,180 | $287.1K | 0.00% | −26,881−38.4% | Reduced |
| Advisor Group Holdings, Inc. | 43,869 | $291.7K | 0.00% | −4,346−9.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 44,150 | $293.6K | 0.00% | +17,400+65.0% | Added |
| Aigen Investment Management, LP | 48,517 | $322.6K | 0.06% | −86,248−64.0% | Reduced |
| Candriam Luxembourg S.C.A. | 50,572 | $336.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 51,353 | $341.5K | 0.01% | +13,577+35.9% | Added |
| Banco Santander, S.A. | 52,575 | $349.6K | 0.00% | −8,129−13.4% | Reduced |
| GWM Advisors LLC | 53,766 | $357.5K | 0.00% | −6,718−11.1% | Reduced |
| Vise Technologies, Inc. | 53,811 | $357.8K | 0.05% | +53,811 | New |
| Johnson Investment Counsel Inc | 54,795 | $364.4K | 0.00% | 00.0% | Unchanged |
| Groupama Asset Managment | 204,219 | $365.6K | 0.01% | +204,219 | New |
| Gsa Capital Partners LLP | 56,041 | $373.0K | 0.03% | +56,041 | New |
| Mackenzie Financial Corp | 56,641 | $376.7K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 57,500 | $382.4K | 0.00% | +2,500+4.5% | Added |
| Financial Counselors Inc | 58,041 | $386.0K | 0.01% | +5,872+11.3% | Added |
| Vident Advisory, LLC | 58,832 | $391.3K | 0.01% | −4,696−7.4% | Reduced |
| Congress Wealth Management LLC | 59,860 | $398.1K | 0.01% | −251−0.4% | Reduced |
| JustInvest LLC | 63,651 | $423.3K | 0.01% | +2,925+4.8% | Added |
| Wealth Alliance | 63,711 | $423.7K | 0.05% | +1,139+1.8% | Added |
| Virtu Financial LLC | 65,260 | $434.0K | 0.02% | −39,196−37.5% | Reduced |
| Deltec Asset Management LLC | 66,500 | $442.2K | 0.09% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 69,264 | $460.6K | 0.01% | +9,996+16.9% | Added |
| Harbour Capital Advisors, LLC | 75,800 | $472.2K | 0.11% | −1,710−2.2% | Reduced |
| Cerity Partners LLC | 72,647 | $483.1K | 0.00% | +17,216+31.1% | Added |
| Prudential Financial Inc | 73,778 | $490.6K | 0.00% | +6,053+8.9% | Added |
| Baldwin Investment Management, LLC | 73,956 | $491.8K | 0.06% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 74,486 | $495.3K | 0.01% | −1,990−2.6% | Reduced |
| London & Capital Asset Management Ltd | 75,000 | $498.8K | 0.04% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 75,000 | $498.8K | 0.01% | +75,000 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 77,233 | $513.6K | 0.00% | −154,499−66.7% | Reduced |
| FORA Capital, LLC | 77,668 | $516.5K | 0.06% | +77,668 | New |
| Cullen Capital Management LLC | 78,807 | $524.1K | 0.01% | −332,649−80.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 82,000 | $545.3K | 0.01% | +82,000 | New |
| Prelude Capital Management, LLC | 84,000 | $558.6K | 0.04% | +2,500+3.1% | Added |
| Whittier Trust Co | 86,905 | $577.9K | 0.01% | −13,308−13.3% | Reduced |
| Banque Cantonale Vaudoise | 90,000 | $599.0K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 90,527 | $602.0K | 0.00% | −1,127,581−92.6% | Reduced |
| Veriti Management LLC | 90,751 | $603.5K | 0.03% | −5,137−5.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 91,190 | $606.4K | 0.16% | −219−0.2% | Reduced |
| Mariner, LLC | 97,267 | $647.5K | 0.00% | +1,663+1.7% | Added |
| Diversified Trust Co | 100,548 | $668.6K | 0.02% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 104,566 | $695.4K | 0.01% | +7,071+7.3% | Added |
| Engineers Gate Manager LP | 105,930 | $704.4K | 0.01% | −72,682−40.7% | Reduced |
| Solstein Capital, LLC | 108,200 | $719.5K | 0.38% | 00.0% | Unchanged |
| Atria Investments LLC | 118,033 | $784.9K | 0.01% | −4,544−3.7% | Reduced |
| Headlands Technologies LLC | 120,660 | $802.4K | 0.09% | +120,660 | New |
| Fifth Third Bancorp | 122,866 | $817.1K | 0.00% | −2,370−1.9% | Reduced |
| Mirabaud Asset Management Ltd | 120,626 | $817.8K | 0.34% | −26,807−18.2% | Reduced |
| Nordea Investment Management AB | 127,314 | $862.6K | 0.00% | −22,849−15.2% | Reduced |
| Centiva Capital, LP | 129,811 | $863.2K | 0.04% | +129,811 | New |
| Verition Fund Management LLC | 130,528 | $868.0K | 0.01% | +130,528 | New |
| Bank of New York Mellon Corp | 131,652 | $875.5K | 0.00% | +38,136+40.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 133,524 | $887.9K | 0.00% | +9,944+8.0% | Added |
| Acadian Asset Management LLC | 133,543 | $888.0K | 0.00% | +133,543 | New |
| The PNC Financial Services Group, Inc. | 136,575 | $908.2K | 0.00% | +13,904+11.3% | Added |
| Campbell & CO Investment Adviser LLC | 137,494 | $914.3K | 0.07% | −41,819−23.3% | Reduced |
| DRW Securities, LLC | 139,152 | $925.4K | 0.05% | +139,152 | New |
| Segall Bryant & Hamill, LLC | 142,600 | $948.3K | 0.01% | +142,600 | New |