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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 5,400 | $35.9K | 0.00% | +83+1.6% | Added |
| Bruce G. Allen Investments, LLC | 5,313 | $35.3K | 0.03% | +270+5.4% | Added |
| Credit Agricole S A | 4,392 | $29.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,319 | $28.7K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,838 | $25.5K | 0.00% | −33,564−89.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 3,600 | $24.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,968 | $19.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,950 | $19.6K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,858 | $19.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,670 | $17.8K | 0.00% | +172+6.9% | Added |
| Park Place Capital Corp | 2,408 | $16.0K | 0.00% | −323−11.8% | Reduced |
| Tortoise Investment Management, LLC | 2,196 | $14.6K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,116 | $14.1K | 0.00% | +562+36.2% | Added |
| Smartleaf Asset Management LLC | 1,960 | $13.3K | 0.00% | +1,960 | New |
| Principal Securities, Inc. | 1,998 | $13.3K | 0.00% | +395+24.6% | Added |
| Geneos Wealth Management Inc. | 1,987 | $13.2K | 0.00% | +1,987 | New |
| Jones Financial Companies LLLP | 1,928 | $12.9K | 0.00% | +1,640+569.4% | Added |
| Skopos Labs, Inc. | 1,601 | $10.6K | 0.00% | +1,601 | New |
| Key Financial Inc | 1,590 | $10.6K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,229 | $8.17K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,035 | $6.88K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 983 | $6.54K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 864 | $5.75K | 0.00% | −31,307−97.3% | Reduced |
| NBC Securities, Inc. | 794 | $5.00K | 0.00% | +12+1.5% | Added |
| First Horizon Advisors, Inc. | 750 | $4.99K | 0.00% | +148+24.6% | Added |
| Mizuho Securities Co. Ltd. | 657 | $4.37K | 0.01% | +657 | New |
| Allworth Financial LP | 548 | $3.65K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 451 | $3.00K | 0.00% | −28,231−98.4% | Reduced |
| Highline Wealth Partners LLC | 406 | $2.70K | 0.00% | +97+31.4% | Added |
| Farther Finance Advisors, LLC | 395 | $2.63K | 0.00% | −189−32.4% | Reduced |
| Beacon Capital Management, LLC | 339 | $2.25K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 314 | $2.09K | 0.00% | +314 | New |
| Federation des caisses Desjardins du Quebec | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 299 | $1.99K | 0.00% | +296+9,866.7% | Added |
| Fortitude Family Office, LLC | 290 | $1.93K | 0.00% | +290 | New |
| Bull Oak Capital, LLC | 249 | $1.66K | 0.00% | +249 | New |
| AdvisorNet Financial, Inc | 241 | $1.60K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 206 | $1.29K | 0.00% | +103+100.0% | Added |
| Planned Solutions, Inc. | 185 | $1.23K | 0.00% | +185 | New |
| ClariVest Asset Management LLC | 198 | $1.16K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 164 | $1.09K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 154 | $1.02K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 148 | $984 | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 133 | $885 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 119 | $792 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 110 | $732 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 83 | $552 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 81 | $539 | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 0 | $0 | 0.00% | −2,082,100−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −1,631,536−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −277,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −245,242−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −237,520−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −161,569−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −138,658−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −115,400−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −114,659−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −94,297−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −78,077−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −53,883−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −46,922−100.0% | Sold out |
| Wealth Advisory Solutions, LLC | 0 | $0 | 0.00% | −14,239−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −11,467−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −10,118−100.0% | Sold out |
| Rock Creek Group, LP | 0 | $0 | 0.00% | −1,358−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −1,312−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −1,251−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −1,056−100.0% | Sold out |
| BBJS Financial Advisors, LLC | 0 | $0 | 0.00% | −697−100.0% | Sold out |
| First Financial Corp | 0 | $0 | 0.00% | −486−100.0% | Sold out |
| Lynx Investment Advisory | 0 | $0 | 0.00% | −324−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −311−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −173−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | 0 | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Gratus Capital LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |