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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 51,353 | $341.5K | 0.01% | +13,577+35.9% | Added |
| Candriam Luxembourg S.C.A. | 50,572 | $336.3K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 48,517 | $322.6K | 0.06% | −86,248−64.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 44,150 | $293.6K | 0.00% | +17,400+65.0% | Added |
| Advisor Group Holdings, Inc. | 43,869 | $291.7K | 0.00% | −4,346−9.0% | Reduced |
| Guggenheim Capital LLC | 43,180 | $287.1K | 0.00% | −26,881−38.4% | Reduced |
| Blueshift Asset Management, LLC | 41,990 | $279.2K | 0.07% | +4,379+11.6% | Added |
| Blair William & Co | 41,463 | $275.7K | 0.00% | +96+0.2% | Added |
| Spire Wealth Management | 41,333 | $274.9K | 0.01% | +384+0.9% | Added |
| Ronald Blue Trust, Inc. | 47,055 | $274.8K | 0.00% | +11,712+33.1% | Added |
| Sequoia Financial Advisors, LLC | 40,667 | $270.4K | 0.00% | −626−1.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 40,624 | $270.1K | 0.00% | +4,660+13.0% | Added |
| HBK Sorce Advisory LLC | 37,290 | $248.0K | 0.01% | −5,250−12.3% | Reduced |
| Mercer Global Advisors Inc | 36,624 | $238.8K | 0.00% | +2,424+7.1% | 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 |
| 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 |
| Marietta Investment Partners LLC | 33,500 | $222.8K | 0.05% | 00.0% | Unchanged |
| Truist Financial Corp | 33,258 | $221.2K | 0.00% | −846−2.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 33,043 | $219.7K | 0.01% | +6,603+25.0% | Added |
| Cable Hill Partners, LLC | 32,787 | $219.7K | 0.02% | −2,669−7.5% | Reduced |
| Balyasny Asset Management LLC | 31,797 | $211.4K | 0.00% | −412,861−92.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 30,870 | $205.3K | 0.03% | −2,560−7.7% | Reduced |
| Gould Asset Management LLC | 30,710 | $204.2K | 0.04% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 30,145 | $200.0K | 0.19% | −69,402−69.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 29,750 | $197.8K | 0.03% | −10,750−26.5% | Reduced |
| Stephens Inc | 28,875 | $192.0K | 0.00% | +49+0.2% | Added |
| HRT Financial LP | 27,967 | $185.0K | 0.00% | −224,851−88.9% | Reduced |
| Cetera Investment Advisers | 26,997 | $179.5K | 0.00% | −1,766−6.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 26,277 | $174.7K | 0.00% | −102,522−79.6% | Reduced |
| Metis Global Partners, LLC | 25,951 | $172.6K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 25,586 | $169.0K | 0.00% | +4,823+23.2% | Added |
| Cresset Asset Management, LLC | 25,015 | $167.6K | 0.00% | +900+3.7% | Added |
| Ameraudi Asset Management, Inc. | 25,150 | $167.2K | 0.08% | 00.0% | Unchanged |
| MML Investors Services, LLC | 24,959 | $166.0K | 0.00% | +4,720+23.3% | Added |
| CI Private Wealth, LLC | 24,830 | $165.1K | 0.00% | +4,682+23.2% | Added |
| First Affirmative Financial Network | 24,120 | $160.4K | 0.09% | +11,080+85.0% | Added |
| Captrust Financial Advisors | 23,967 | $159.4K | 0.00% | +4,592+23.7% | Added |
| Gateway Investment Advisers LLC | 23,942 | $159.2K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 23,068 | $153.4K | 0.03% | +9,394+68.7% | Added |
| Walleye Trading LLC | 22,148 | $147.3K | 0.00% | +22,148 | New |
| United Capital Financial Advisers, LLC | 21,751 | $144.6K | 0.00% | +458+2.2% | Added |
| J. Safra Sarasin Holding AG | 20,100 | $133.7K | 0.00% | −39,200−66.1% | Reduced |
| Flputnam Investment Management Co | 18,883 | $125.6K | 0.00% | +2,028+12.0% | Added |
| SG Americas Securities, LLC | 18,781 | $125.0K | 0.00% | −9,412−33.4% | Reduced |
| Old National Bancorp | 18,607 | $123.7K | 0.00% | −2,581−12.2% | Reduced |
| Schechter Investment Advisors, LLC | 17,903 | $119.1K | 0.01% | +2,154+13.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 17,419 | $115.8K | 0.02% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 17,230 | $114.6K | 0.01% | +17,230 | New |
| Checchi Capital Advisers, LLC | 17,221 | $114.5K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 16,977 | $112.9K | 0.00% | +16,977 | New |
| Ewa, LLC | 18,902 | $111.7K | 0.04% | −50.0% | Reduced |
| Hilltop Holdings Inc. | 16,787 | $111.6K | 0.01% | +1,476+9.6% | Added |
| Allspring Global Investments Holdings, LLC | 16,730 | $111.3K | 0.00% | +10,689+176.9% | Added |
| Quadrant Capital Group LLC | 16,715 | $111.2K | 0.01% | +374+2.3% | Added |
| PDS Planning, Inc | 16,543 | $110.0K | 0.01% | +1,411+9.3% | Added |
| Aviva PLC | 16,370 | $108.9K | 0.00% | 00.0% | Unchanged |
| Provida Pension Fund Administrator | 16,216 | $107.8K | 0.00% | −3,055,000−99.5% | Reduced |
| Avantax Advisory Services, Inc. | 15,584 | $103.6K | 0.00% | +3,121+25.0% | Added |
| Coldstream Capital Management Inc | 15,556 | $103.4K | 0.00% | +2,250+16.9% | Added |
| Wetherby Asset Management Inc | 15,304 | $101.8K | 0.00% | +389+2.6% | Added |
| Fielder Capital Group LLC | 15,105 | $100.4K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 14,941 | $99.4K | 0.00% | +3,753+33.5% | Added |
| Peapack Gladstone Financial Corp | 14,935 | $99.0K | 0.00% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 16,036 | $97.0K | 0.01% | −60.0% | Reduced |
| Walleye Capital LLC | 14,489 | $96.4K | 0.00% | −864,276−98.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 14,362 | $95.5K | 0.00% | +190+1.3% | Added |
| Rehmann Capital Advisory Group | 14,289 | $95.0K | 0.01% | −1,145−7.4% | Reduced |
| Stifel Financial Corp | 14,154 | $94.1K | 0.00% | 00.0% | Unchanged |
| Rathbone Brothers plc | 14,000 | $93.1K | 0.00% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 13,962 | $92.8K | 0.05% | −183−1.3% | Reduced |
| Colony Group, LLC | 13,887 | $92.3K | 0.00% | +13,887 | New |
| Grove Bank & Trust | 13,837 | $92.0K | 0.01% | +446+3.3% | Added |
| Eqis Capital Management, Inc. | 13,558 | $90.2K | 0.01% | +13,558 | New |
| Snowden Capital Advisors LLC | 12,912 | $86.5K | 0.00% | +1,887+17.1% | Added |
| Bank of Montreal | 12,395 | $84.0K | 0.00% | +12,395 | New |
| Dynamic Advisor Solutions LLC | 12,491 | $83.1K | 0.00% | +1,354+12.2% | Added |
| Keybank National Association | 12,347 | $82.1K | 0.00% | −159−1.3% | Reduced |
| Raymond James Trust N.A. | 12,211 | $81.2K | 0.00% | +12,211 | New |
| Altfest L J & Co Inc | 11,787 | $78.0K | 0.01% | −3,732−24.0% | Reduced |
| Lindbrook Capital, LLC | 11,725 | $78.0K | 0.01% | +1,132+10.7% | Added |
| Fulton Bank, N.A. | 11,647 | $77.5K | 0.00% | +95+0.8% | Added |
| Aviso Financial Inc. | 11,421 | $76.0K | 0.00% | +1,122+10.9% | Added |
| Massachusetts Financial Services Co | 11,362 | $75.6K | 0.00% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 11,230 | $74.7K | 0.00% | +11,230 | New |
| Sunpointe, LLC | 10,936 | $73.3K | 0.06% | −121−1.1% | Reduced |
| Seven Eight Capital, LP | 10,926 | $72.7K | 0.01% | +10,926 | New |
| Dorsey & Whitney Trust CO LLC | 10,738 | $71.4K | 0.00% | +10,738 | New |
| MQS Management LLC | 10,493 | $69.8K | 0.04% | +10,493 | New |
| Daymark Wealth Partners, LLC | 10,250 | $68.2K | 0.00% | +10,250 | New |
| HTLF Bank | 10,237 | $68.1K | 0.01% | −1,915−15.8% | Reduced |
| Quantinno Capital Management LP | 10,172 | $67.7K | 0.00% | +10,172 | New |
| Alta Capital Management LLC | 10,108 | $67.2K | 0.00% | +10,108 | New |
| Huntington National Bank | 9,996 | $66.5K | 0.00% | −305−3.0% | Reduced |
| Investors Research Corp | 8,911 | $59.3K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7,784 | $51.8K | 0.00% | +7,784 | New |
| CWM, LLC | 7,190 | $48.0K | 0.00% | −910−11.2% | Reduced |
| Hilltop National Bank | 5,722 | $38.1K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 6,071 | $38.0K | 0.00% | +2,469+68.5% | Added |