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, Q4 2024
Institutional positions in Itau Unibanco Holding S.A. as of Dec 31, 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
- 332
- −10 vs. Q3 2024
- Shares held
- 894.5M
- −249.0K (0.0%) vs. Q3 2024
- Total value
- $4.43B
- −$1.28B (−22.5%) vs. Q3 2024
- New holders
- 45
- 97 more added
- Sold out
- 55
- 138 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CGC Financial Services, LLC | 83 | $412 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 103 | $511 | 0.00% | −103−50.0% | Reduced |
| Creekmur Asset Management LLC | 110 | $546 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 117 | $580 | 0.00% | +117 | New |
| Bell Investment Advisors, Inc | 119 | $591 | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 133 | $660 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 148 | $734 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 154 | $762 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 164 | $813 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 167 | $828 | 0.00% | −239−58.9% | Reduced |
| Farther Finance Advisors, LLC | 201 | $999 | 0.00% | −194−49.1% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 222 | $1.00K | 0.00% | +222 | New |
| Bogart Wealth, LLC | 232 | $1.15K | 0.00% | +232 | New |
| AdvisorNet Financial, Inc | 241 | $1.20K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 249 | $1.24K | 0.00% | +249 | New |
| First Horizon Advisors, Inc. | 285 | $1.41K | 0.00% | −465−62.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 300 | $1.49K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 314 | $1.56K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 339 | $1.68K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 416 | $2.06K | 0.00% | +416 | New |
| CIBC Private Wealth Group, LLC | 451 | $2.30K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 526 | $2.61K | 0.00% | +526 | New |
| Allworth Financial LP | 548 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 801 | $3.97K | 0.00% | +801 | New |
| Whipplewood Advisors, LLC | 940 | $4.66K | 0.00% | +940 | New |
| Parallel Advisors, LLC | 959 | $4.76K | 0.00% | −6,825−87.7% | Reduced |
| JFS Wealth Advisors, LLC | 1,035 | $5.13K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 1,196 | $5.93K | 0.00% | +1,196 | New |
| WealthCollab, LLC | 1,229 | $6.10K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,350 | $6.70K | 0.00% | −578−30.0% | Reduced |
| Key Financial Inc | 1,590 | $7.89K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,798 | $8.90K | 0.00% | +197+12.3% | Added |
| Geneos Wealth Management Inc. | 1,987 | $9.86K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,996 | $9.90K | 0.00% | −2−0.1% | Reduced |
| EverSource Wealth Advisors, LLC | 2,035 | $10.1K | 0.00% | −635−23.8% | Reduced |
| Tortoise Investment Management, LLC | 2,196 | $10.9K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 2,280 | $11.3K | 0.01% | +2,280 | New |
| TD Private Client Wealth LLC | 2,453 | $12.2K | 0.00% | +337+15.9% | Added |
| Global Retirement Partners, LLC | 2,772 | $13.7K | 0.00% | −178−6.0% | Reduced |
| Park Place Capital Corp | 2,838 | $14.1K | 0.00% | +430+17.9% | Added |
| Mather Group, LLC. | 2,968 | $14.7K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,282 | $16.3K | 0.00% | +424+14.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 3,600 | $18.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,838 | $19.0K | 0.00% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 4,169 | $20.6K | 0.00% | +4,169 | New |
| Clearstead Advisors, LLC | 4,319 | $21.4K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 4,392 | $21.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,563 | $22.6K | 0.00% | −837−15.5% | Reduced |
| Bruce G. Allen Investments, LLC | 5,217 | $25.9K | 0.02% | −96−1.8% | Reduced |
| Hilltop National Bank | 5,722 | $28.4K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 6,088 | $30.0K | 0.00% | +17+0.3% | Added |
| CWM, LLC | 6,250 | $31.0K | 0.00% | −940−13.1% | Reduced |
| Bessemer Group Inc | 7,000 | $35.0K | 0.00% | +7,000 | New |
| Lindbrook Capital, LLC | 8,221 | $40.8K | 0.00% | −3,504−29.9% | Reduced |
| Investors Research Corp | 8,911 | $44.2K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 9,692 | $48.1K | 0.00% | −304−3.0% | Reduced |
| National Philanthropic Trust | 10,000 | $49.6K | 0.00% | +10,000 | New |
| Sunpointe, LLC | 10,190 | $51.7K | 0.03% | −746−6.8% | Reduced |
| Keybank National Association | 10,521 | $52.2K | 0.00% | −1,826−14.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 10,650 | $52.8K | 0.00% | −33,500−75.9% | Reduced |
| Altfest L J & Co Inc | 11,040 | $54.8K | 0.01% | −747−6.3% | Reduced |
| Massachusetts Financial Services Co | 11,362 | $56.4K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 11,415 | $56.6K | 0.00% | +11,415 | New |
| Avantax Advisory Services, Inc. | 11,422 | $56.7K | 0.00% | −4,162−26.7% | Reduced |
| Fulton Bank, N.A. | 11,522 | $57.1K | 0.00% | −125−1.1% | Reduced |
| Tiaa Trust, National Association | 11,751 | $58.3K | 0.00% | +521+4.6% | Added |
| Coldstream Capital Management Inc | 11,910 | $59.1K | 0.00% | −3,646−23.4% | Reduced |
| Signaturefd, LLC | 12,260 | $60.8K | 0.00% | +11,961+4,000.3% | Added |
| Snowden Capital Advisors LLC | 11,932 | $61.1K | 0.00% | −980−7.6% | Reduced |
| Bank of Montreal | 12,469 | $61.8K | 0.00% | +74+0.6% | Added |
| Grove Bank & Trust | 12,514 | $62.1K | 0.01% | −1,323−9.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 13,095 | $63.8K | 0.00% | +13,095 | New |
| Aviso Financial Inc. | 12,872 | $63.8K | 0.00% | +1,451+12.7% | Added |
| Sivia Capital Partners, LLC | 12,892 | $63.9K | 0.03% | −1,070−7.7% | Reduced |
| Warren Averett Asset Management, LLC | 13,505 | $67.0K | 0.00% | +13,505 | New |
| Sagespring Wealth Partners, LLC | 13,602 | $67.5K | 0.00% | +13,602 | New |
| PDS Planning, Inc | 13,675 | $67.8K | 0.01% | −2,868−17.3% | Reduced |
| Hamilton Capital, LLC | 13,918 | $69.0K | 0.01% | −2,118−13.2% | Reduced |
| Rathbone Brothers plc | 14,000 | $69.4K | 0.00% | 00.0% | Unchanged |
| Ewa, LLC | 14,200 | $70.4K | 0.03% | −4,702−24.9% | Reduced |
| Colony Group, LLC | 14,825 | $73.6K | 0.00% | +938+6.8% | Added |
| Checchi Capital Advisers, LLC | 15,996 | $79.3K | 0.01% | −1,225−7.1% | Reduced |
| Wetherby Asset Management Inc | 16,120 | $80.0K | 0.00% | +816+5.3% | Added |
| Provida Pension Fund Administrator | 16,216 | $80.4K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 16,229 | $80.5K | 0.00% | −20,395−55.7% | Reduced |
| Aviva PLC | 16,370 | $81.2K | 0.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 16,763 | $83.1K | 0.01% | −24−0.1% | Reduced |
| Peapack Gladstone Financial Corp | 16,935 | $84.0K | 0.00% | +2,000+13.4% | Added |
| Schechter Investment Advisors, LLC | 17,070 | $84.7K | 0.01% | −833−4.7% | Reduced |
| Fielder Capital Group LLC | 17,106 | $84.8K | 0.03% | +2,001+13.2% | Added |
| CI Private Wealth, LLC | 17,821 | $88.4K | 0.00% | −7,009−28.2% | Reduced |
| Flputnam Investment Management Co | 17,986 | $89.2K | 0.00% | −897−4.8% | Reduced |
| Leonteq Securities AG | 18,894 | $93.7K | 0.01% | +18,030+2,086.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 17,217 | $94.2K | 0.00% | +17,217 | New |
| Stifel Financial Corp | 19,350 | $96.0K | 0.00% | +5,196+36.7% | Added |
| Marex Group plc | 19,354 | $96.0K | 0.00% | +19,354 | New |
| Allspring Global Investments Holdings, LLC | 19,819 | $98.1K | 0.00% | +3,089+18.5% | Added |
| Old National Bancorp | 19,896 | $98.7K | 0.00% | +1,289+6.9% | Added |
| Union Bancaire Privee, UBP SA | 20,000 | $100.0K | 0.00% | +20,000 | New |
| Quadrant Capital Group LLC | 20,798 | $103.2K | 0.01% | +4,083+24.4% | Added |