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 |
|---|---|---|---|---|---|
| GTS Securities LLC | 20,800 | $103.2K | 0.01% | +20,800 | New |
| United Capital Financial Advisers, LLC | 21,065 | $104.5K | 0.00% | −686−3.2% | Reduced |
| Cresset Asset Management, LLC | 22,138 | $112.1K | 0.00% | −2,877−11.5% | Reduced |
| Captrust Financial Advisors | 23,001 | $114.1K | 0.00% | −966−4.0% | Reduced |
| HighTower Advisors, LLC | 23,167 | $114.9K | 0.00% | −2,419−9.5% | Reduced |
| Flow Traders U.S. LLC | 23,107 | $115.0K | 0.00% | +23,107 | New |
| Vontobel Holding Ltd. | 23,478 | $116.5K | 0.00% | +6,501+38.3% | Added |
| Ameraudi Asset Management, Inc. | 25,150 | $124.7K | 0.07% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 25,220 | $125.0K | 0.00% | +25,220 | New |
| West Family Investments, Inc. | 25,797 | $128.0K | 0.04% | +25,797 | New |
| Vestmark Advisory Solutions, Inc. | 27,264 | $135.2K | 0.00% | −8,352−23.5% | Reduced |
| Ronald Blue Trust, Inc. | 27,399 | $135.9K | 0.00% | −19,656−41.8% | Reduced |
| NewEdge Wealth, LLC | 27,493 | $136.4K | 0.00% | −8,123−22.8% | Reduced |
| Metis Global Partners, LLC | 27,876 | $138.3K | 0.00% | +1,925+7.4% | Added |
| MML Investors Services, LLC | 28,773 | $143.0K | 0.00% | +3,814+15.3% | Added |
| Truist Financial Corp | 29,162 | $144.6K | 0.00% | −4,096−12.3% | Reduced |
| HBK Sorce Advisory LLC | 29,571 | $146.7K | 0.00% | −7,719−20.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 29,750 | $147.6K | 0.02% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 30,061 | $149.1K | 0.00% | −48,746−61.9% | Reduced |
| Stephens Inc | 30,111 | $149.4K | 0.00% | +1,236+4.3% | Added |
| Sompo Asset Management Co., Ltd. | 30,520 | $151.4K | 0.03% | −350−1.1% | Reduced |
| Cetera Investment Advisers | 31,215 | $154.8K | 0.00% | +4,218+15.6% | Added |
| Caitong International Asset Management Co., Ltd | 31,559 | $156.5K | 0.15% | +31,559 | New |
| Knights of Columbus Asset Advisors LLC | 33,043 | $163.9K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 34,786 | $172.5K | 0.00% | −47,214−57.6% | Reduced |
| Blair William & Co | 35,331 | $175.2K | 0.00% | −6,132−14.8% | Reduced |
| First Affirmative Financial Network | 35,593 | $176.5K | 0.10% | +11,473+47.6% | Added |
| Gould Asset Management LLC | 36,635 | $181.7K | 0.04% | +5,925+19.3% | Added |
| Creative Planning | 39,567 | $196.3K | 0.00% | +24,626+164.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 40,160 | $199.2K | 0.00% | −464−1.1% | Reduced |
| Advisor Group Holdings, Inc. | 40,605 | $201.4K | 0.00% | −3,264−7.4% | Reduced |
| Sequoia Financial Advisors, LLC | 40,607 | $201.4K | 0.00% | −60−0.1% | Reduced |
| FORA Capital, LLC | 40,614 | $201.4K | 0.02% | −37,054−47.7% | Reduced |
| Causeway Capital Management LLC | 43,222 | $214.4K | 0.00% | +43,222 | New |
| Spire Wealth Management | 44,738 | $221.9K | 0.01% | +3,405+8.2% | Added |
| Farringdon Capital, Ltd. | 45,650 | $226.4K | 0.09% | +45,650 | New |
| Brinker Capital Investments, LLC | 45,818 | $227.3K | 0.00% | +10,741+30.6% | Added |
| Orion Portfolio Solutions, LLC | 45,818 | $227.3K | 0.00% | +10,741+30.6% | Added |
| Banco Santander, S.A. | 48,268 | $239.4K | 0.00% | −4,307−8.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 48,361 | $240.0K | 0.00% | −344,339−87.7% | Reduced |
| Candriam Luxembourg S.C.A. | 50,572 | $250.8K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 50,656 | $251.3K | 0.00% | −8,176−13.9% | Reduced |
| Congress Wealth Management LLC | 51,336 | $254.6K | 0.00% | −8,524−14.2% | Reduced |
| JustInvest LLC | 53,115 | $263.5K | 0.00% | −10,536−16.6% | Reduced |
| Johnson Investment Counsel Inc | 54,795 | $271.8K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 55,000 | $272.8K | 0.00% | −2,500−4.3% | Reduced |
| Wealth Alliance | 55,176 | $273.7K | 0.03% | −8,535−13.4% | Reduced |
| Financial Counselors Inc | 55,975 | $277.6K | 0.00% | −2,066−3.6% | Reduced |
| Tower Research Capital LLC (TRC) | 56,518 | $280.3K | 0.01% | +5,165+10.1% | Added |
| CAPROCK Group, Inc. | 58,276 | $295.3K | 0.01% | +58,276 | New |
| Vise Technologies, Inc. | 61,367 | $304.4K | 0.03% | +7,556+14.0% | Added |
| Guggenheim Capital LLC | 62,425 | $309.6K | 0.00% | +19,245+44.6% | Added |
| Centiva Capital, LP | 64,686 | $320.8K | 0.01% | −65,125−50.2% | Reduced |
| GWM Advisors LLC | 67,452 | $334.6K | 0.00% | +13,686+25.5% | Added |
| Baldwin Investment Management, LLC | 67,590 | $335.2K | 0.04% | −6,366−8.6% | Reduced |
| QRG Capital Management, Inc. | 68,060 | $337.6K | 0.00% | −36,506−34.9% | Reduced |
| Advisors Asset Management, Inc. | 72,536 | $359.8K | 0.01% | +3,272+4.7% | Added |
| Cerity Partners LLC | 66,228 | $360.2K | 0.00% | −6,419−8.8% | Reduced |
| Mirabaud Asset Management Ltd | 72,464 | $362.3K | 0.17% | −48,162−39.9% | Reduced |
| Diversified Trust Co | 73,248 | $363.3K | 0.01% | −27,300−27.2% | Reduced |
| First Trust Advisors LP | 73,959 | $366.8K | 0.00% | +73,959 | New |
| Yousif Capital Management, LLC | 74,486 | $369.5K | 0.00% | 00.0% | Unchanged |
| London & Capital Asset Management Ltd | 75,000 | $372.0K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 79,360 | $393.6K | 0.00% | −43,506−35.4% | Reduced |
| Jump Financial, LLC | 88,800 | $440.4K | 0.01% | −488,112−84.6% | Reduced |
| Natural Investments, LLC | 89,744 | $445.0K | 0.12% | +89,744 | New |
| Squarepoint Ops LLC | 89,920 | $446.0K | 0.00% | +89,920 | New |
| Nordea Investment Management AB | 89,756 | $446.5K | 0.00% | −37,558−29.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 90,134 | $447.1K | 0.12% | −1,056−1.2% | Reduced |
| Atria Investments LLC | 91,015 | $451.4K | 0.01% | −27,018−22.9% | Reduced |
| Two Sigma Securities, LLC | 95,738 | $474.9K | 0.09% | +95,738 | New |
| Mariner, LLC | 97,521 | $483.7K | 0.00% | +254+0.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 105,834 | $524.9K | 0.00% | −27,690−20.7% | Reduced |
| Solstein Capital, LLC | 108,200 | $536.7K | 0.30% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 115,500 | $572.9K | 0.11% | +49,000+73.7% | Added |
| Ethic Inc. | 115,819 | $574.5K | 0.01% | −56,987−33.0% | Reduced |
| Blueshift Asset Management, LLC | 125,310 | $621.5K | 0.23% | +83,320+198.4% | Added |
| Sava Infond d.o.o. | 126,000 | $625.0K | 0.11% | +126,000 | New |
| Matthews International Capital Management LLC | 128,201 | $635.9K | 0.13% | −106,847−45.5% | Reduced |
| The PNC Financial Services Group, Inc. | 129,709 | $643.4K | 0.00% | −6,866−5.0% | Reduced |
| Segall Bryant & Hamill, LLC | 142,600 | $707.3K | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 141,427 | $708.3K | 0.00% | −2,626−1.8% | Reduced |
| AXA S.A. | 143,372 | $711.1K | 0.00% | −43,150−23.1% | Reduced |
| Qtron Investments LLC | 145,295 | $720.7K | 0.10% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 147,688 | $732.5K | 0.01% | −70,782−32.4% | Reduced |
| Groupama Asset Managment | 146,526 | $732.6K | 0.01% | −57,693−28.3% | Reduced |
| Thornburg Investment Management Inc | 153,944 | $763.6K | 0.01% | −24,140−13.6% | Reduced |
| Capital Markets Trading UK LLP | 157,000 | $779.0K | 0.46% | +126,855+420.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 157,444 | $780.9K | 0.00% | −3,364−2.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 167,028 | $828.5K | 0.06% | +29,534+21.5% | Added |
| Bank of New York Mellon Corp | 167,646 | $831.5K | 0.00% | +35,994+27.3% | Added |
| Headlands Technologies LLC | 168,458 | $835.6K | 0.08% | +47,798+39.6% | Added |
| Profund Advisors LLC | 171,750 | $851.9K | 0.03% | −8,408−4.7% | Reduced |
| Euro Pacific Asset Management, LLC | 172,436 | $858.0K | 0.18% | −892−0.5% | Reduced |
| Man Group plc | 177,564 | $880.7K | 0.00% | −7,496,909−97.7% | Reduced |
| XTX Topco Ltd | 181,016 | $897.8K | 0.08% | +181,016 | New |
| Baker Avenue Asset Management, LP | 187,381 | $929.4K | 0.03% | −115,800−38.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 189,329 | $939.1K | 0.00% | +112,096+145.1% | Added |
| Nuveen Asset Management, LLC | 196,079 | $972.6K | 0.00% | −28,347−12.6% | Reduced |
| Cloverfields Capital Group, LP | 198,635 | $985.2K | 0.32% | +12,200+6.5% | Added |