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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 40,605 | $201.4K | 0.00% | −3,264−7.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 40,160 | $199.2K | 0.00% | −464−1.1% | Reduced |
| Creative Planning | 39,567 | $196.3K | 0.00% | +24,626+164.8% | Added |
| Gould Asset Management LLC | 36,635 | $181.7K | 0.04% | +5,925+19.3% | Added |
| First Affirmative Financial Network | 35,593 | $176.5K | 0.10% | +11,473+47.6% | Added |
| Blair William & Co | 35,331 | $175.2K | 0.00% | −6,132−14.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 34,786 | $172.5K | 0.00% | −47,214−57.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 33,043 | $163.9K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 31,559 | $156.5K | 0.15% | +31,559 | New |
| Cetera Investment Advisers | 31,215 | $154.8K | 0.00% | +4,218+15.6% | Added |
| Sompo Asset Management Co., Ltd. | 30,520 | $151.4K | 0.03% | −350−1.1% | Reduced |
| Stephens Inc | 30,111 | $149.4K | 0.00% | +1,236+4.3% | Added |
| Cullen Capital Management LLC | 30,061 | $149.1K | 0.00% | −48,746−61.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 29,750 | $147.6K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 29,571 | $146.7K | 0.00% | −7,719−20.7% | Reduced |
| Truist Financial Corp | 29,162 | $144.6K | 0.00% | −4,096−12.3% | Reduced |
| MML Investors Services, LLC | 28,773 | $143.0K | 0.00% | +3,814+15.3% | Added |
| Metis Global Partners, LLC | 27,876 | $138.3K | 0.00% | +1,925+7.4% | Added |
| NewEdge Wealth, LLC | 27,493 | $136.4K | 0.00% | −8,123−22.8% | Reduced |
| Ronald Blue Trust, Inc. | 27,399 | $135.9K | 0.00% | −19,656−41.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 27,264 | $135.2K | 0.00% | −8,352−23.5% | Reduced |
| West Family Investments, Inc. | 25,797 | $128.0K | 0.04% | +25,797 | New |
| CIBC World Markets Inc. | 25,220 | $125.0K | 0.00% | +25,220 | New |
| Ameraudi Asset Management, Inc. | 25,150 | $124.7K | 0.07% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 23,478 | $116.5K | 0.00% | +6,501+38.3% | Added |
| Flow Traders U.S. LLC | 23,107 | $115.0K | 0.00% | +23,107 | New |
| HighTower Advisors, LLC | 23,167 | $114.9K | 0.00% | −2,419−9.5% | Reduced |
| Captrust Financial Advisors | 23,001 | $114.1K | 0.00% | −966−4.0% | Reduced |
| Cresset Asset Management, LLC | 22,138 | $112.1K | 0.00% | −2,877−11.5% | Reduced |
| United Capital Financial Advisers, LLC | 21,065 | $104.5K | 0.00% | −686−3.2% | Reduced |
| GTS Securities LLC | 20,800 | $103.2K | 0.01% | +20,800 | New |
| Quadrant Capital Group LLC | 20,798 | $103.2K | 0.01% | +4,083+24.4% | Added |
| Union Bancaire Privee, UBP SA | 20,000 | $100.0K | 0.00% | +20,000 | New |
| Old National Bancorp | 19,896 | $98.7K | 0.00% | +1,289+6.9% | Added |
| Allspring Global Investments Holdings, LLC | 19,819 | $98.1K | 0.00% | +3,089+18.5% | Added |
| Marex Group plc | 19,354 | $96.0K | 0.00% | +19,354 | New |
| Stifel Financial Corp | 19,350 | $96.0K | 0.00% | +5,196+36.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 17,217 | $94.2K | 0.00% | +17,217 | New |
| Leonteq Securities AG | 18,894 | $93.7K | 0.01% | +18,030+2,086.8% | Added |
| Flputnam Investment Management Co | 17,986 | $89.2K | 0.00% | −897−4.8% | Reduced |
| CI Private Wealth, LLC | 17,821 | $88.4K | 0.00% | −7,009−28.2% | Reduced |
| Fielder Capital Group LLC | 17,106 | $84.8K | 0.03% | +2,001+13.2% | Added |
| Schechter Investment Advisors, LLC | 17,070 | $84.7K | 0.01% | −833−4.7% | Reduced |
| Peapack Gladstone Financial Corp | 16,935 | $84.0K | 0.00% | +2,000+13.4% | Added |
| Hilltop Holdings Inc. | 16,763 | $83.1K | 0.01% | −24−0.1% | Reduced |
| Aviva PLC | 16,370 | $81.2K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 16,229 | $80.5K | 0.00% | −20,395−55.7% | Reduced |
| Provida Pension Fund Administrator | 16,216 | $80.4K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 16,120 | $80.0K | 0.00% | +816+5.3% | Added |
| Checchi Capital Advisers, LLC | 15,996 | $79.3K | 0.01% | −1,225−7.1% | Reduced |
| Colony Group, LLC | 14,825 | $73.6K | 0.00% | +938+6.8% | Added |
| Ewa, LLC | 14,200 | $70.4K | 0.03% | −4,702−24.9% | Reduced |
| Rathbone Brothers plc | 14,000 | $69.4K | 0.00% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 13,918 | $69.0K | 0.01% | −2,118−13.2% | Reduced |
| PDS Planning, Inc | 13,675 | $67.8K | 0.01% | −2,868−17.3% | Reduced |
| Sagespring Wealth Partners, LLC | 13,602 | $67.5K | 0.00% | +13,602 | New |
| Warren Averett Asset Management, LLC | 13,505 | $67.0K | 0.00% | +13,505 | New |
| Sivia Capital Partners, LLC | 12,892 | $63.9K | 0.03% | −1,070−7.7% | Reduced |
| Aviso Financial Inc. | 12,872 | $63.8K | 0.00% | +1,451+12.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,095 | $63.8K | 0.00% | +13,095 | New |
| Grove Bank & Trust | 12,514 | $62.1K | 0.01% | −1,323−9.6% | Reduced |
| Bank of Montreal | 12,469 | $61.8K | 0.00% | +74+0.6% | Added |
| Snowden Capital Advisors LLC | 11,932 | $61.1K | 0.00% | −980−7.6% | Reduced |
| Signaturefd, LLC | 12,260 | $60.8K | 0.00% | +11,961+4,000.3% | Added |
| Coldstream Capital Management Inc | 11,910 | $59.1K | 0.00% | −3,646−23.4% | Reduced |
| Tiaa Trust, National Association | 11,751 | $58.3K | 0.00% | +521+4.6% | Added |
| Fulton Bank, N.A. | 11,522 | $57.1K | 0.00% | −125−1.1% | Reduced |
| Avantax Advisory Services, Inc. | 11,422 | $56.7K | 0.00% | −4,162−26.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 11,415 | $56.6K | 0.00% | +11,415 | New |
| Massachusetts Financial Services Co | 11,362 | $56.4K | 0.00% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 11,040 | $54.8K | 0.01% | −747−6.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 10,650 | $52.8K | 0.00% | −33,500−75.9% | Reduced |
| Keybank National Association | 10,521 | $52.2K | 0.00% | −1,826−14.8% | Reduced |
| Sunpointe, LLC | 10,190 | $51.7K | 0.03% | −746−6.8% | Reduced |
| National Philanthropic Trust | 10,000 | $49.6K | 0.00% | +10,000 | New |
| Huntington National Bank | 9,692 | $48.1K | 0.00% | −304−3.0% | Reduced |
| Investors Research Corp | 8,911 | $44.2K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 8,221 | $40.8K | 0.00% | −3,504−29.9% | Reduced |
| Bessemer Group Inc | 7,000 | $35.0K | 0.00% | +7,000 | New |
| CWM, LLC | 6,250 | $31.0K | 0.00% | −940−13.1% | Reduced |
| Van Eck Associates Corp | 6,088 | $30.0K | 0.00% | +17+0.3% | Added |
| Hilltop National Bank | 5,722 | $28.4K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5,217 | $25.9K | 0.02% | −96−1.8% | Reduced |
| GAMMA Investing LLC | 4,563 | $22.6K | 0.00% | −837−15.5% | Reduced |
| Credit Agricole S A | 4,392 | $21.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,319 | $21.4K | 0.00% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 4,169 | $20.6K | 0.00% | +4,169 | New |
| Atlas Capital Advisors LLC | 3,838 | $19.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 3,600 | $18.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,282 | $16.3K | 0.00% | +424+14.8% | Added |
| Mather Group, LLC. | 2,968 | $14.7K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,838 | $14.1K | 0.00% | +430+17.9% | Added |
| Global Retirement Partners, LLC | 2,772 | $13.7K | 0.00% | −178−6.0% | Reduced |
| TD Private Client Wealth LLC | 2,453 | $12.2K | 0.00% | +337+15.9% | Added |
| R Squared Ltd | 2,280 | $11.3K | 0.01% | +2,280 | New |
| Tortoise Investment Management, LLC | 2,196 | $10.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,035 | $10.1K | 0.00% | −635−23.8% | Reduced |
| Principal Securities, Inc. | 1,996 | $9.90K | 0.00% | −2−0.1% | Reduced |
| Geneos Wealth Management Inc. | 1,987 | $9.86K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,798 | $8.90K | 0.00% | +197+12.3% | Added |