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, Q1 2025
Institutional positions in Itau Unibanco Holding S.A. as of Mar 31, 2025. 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
- 316
- −9 vs. Q4 2024
- Shares held
- 1.02B
- +134.4M (+15.2%) vs. Q4 2024
- Total value
- $5.56B
- +$1.18B (+27.0%) vs. Q4 2024
- New holders
- 44
- 216 more added
- Sold out
- 53
- 53 more reduced
7 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Danske Bank A/S | 1 | $6 | 0.00% | +1 | New |
| Perkins Coie Trust Co | 49 | $269 | 0.00% | +49 | New |
| Caitong International Asset Management Co., Ltd | 88 | $484 | 0.00% | −31,471−99.7% | Reduced |
| CGC Financial Services, LLC | 91 | $501 | 0.00% | +8+9.6% | Added |
| Farther Finance Advisors, LLC | 117 | $647 | 0.00% | −84−41.8% | Reduced |
| Bell Investment Advisors, Inc | 130 | $715 | 0.00% | +11+9.2% | Added |
| Kimelman & Baird, LLC | 146 | $803 | 0.00% | +13+9.8% | Added |
| Hollencrest Capital Management | 162 | $891 | 0.00% | +14+9.5% | Added |
| Raffa Wealth Management, LLC | 180 | $990 | 0.00% | +16+9.8% | Added |
| Highline Wealth Partners LLC | 193 | $1.06K | 0.00% | +26+15.6% | Added |
| First Command Advisory Services, Inc. | 239 | $1.31K | 0.00% | +239 | New |
| AdvisorNet Financial, Inc | 276 | $1.52K | 0.00% | +35+14.5% | Added |
| First Horizon Advisors, Inc. | 314 | $1.73K | 0.00% | +29+10.2% | Added |
| Federation des caisses Desjardins du Quebec | 330 | $1.81K | 0.00% | +30+10.0% | Added |
| CoreCap Advisors, LLC | 336 | $1.85K | 0.00% | +336 | New |
| Glen Eagle Advisors, LLC | 364 | $2.00K | 0.00% | +50+15.9% | Added |
| Binnacle Investments Inc | 380 | $2.09K | 0.00% | +380 | New |
| Beacon Capital Management, LLC | 393 | $2.16K | 0.00% | +54+15.9% | Added |
| Atlas Capital Advisors LLC | 461 | $2.54K | 0.00% | −3,377−88.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 526 | $2.61K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 536 | $2.95K | 0.00% | −3,783−87.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 595 | $3.27K | 0.00% | +179+43.0% | Added |
| Allworth Financial LP | 559 | $3.43K | 0.00% | +11+2.0% | Added |
| NBC Securities, Inc. | 899 | $4.00K | 0.00% | +899 | New |
| NewSquare Capital LLC | 730 | $4.01K | 0.00% | +730 | New |
| Sierra Ocean, LLC | 798 | $4.39K | 0.00% | −398−33.3% | Reduced |
| JFS Wealth Advisors, LLC | 974 | $5.36K | 0.00% | −61−5.9% | Reduced |
| Whipplewood Advisors, LLC | 867 | $5.63K | 0.00% | −73−7.8% | Reduced |
| CIBC Private Wealth Group, LLC | 1,075 | $5.63K | 0.00% | +624+138.4% | Added |
| WealthCollab, LLC | 1,351 | $7.43K | 0.00% | +122+9.9% | Added |
| Hantz Financial Services, Inc. | 1,534 | $8.00K | 0.00% | +1,534 | New |
| EverSource Wealth Advisors, LLC | 1,611 | $8.86K | 0.00% | −424−20.8% | Reduced |
| Key Financial Inc | 1,749 | $9.62K | 0.00% | +159+10.0% | Added |
| Principal Securities, Inc. | 1,996 | $9.90K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,198 | $12.1K | 0.00% | +211+10.6% | Added |
| Tortoise Investment Management, LLC | 2,415 | $13.3K | 0.00% | +219+10.0% | Added |
| TD Private Client Wealth LLC | 2,590 | $14.2K | 0.00% | +137+5.6% | Added |
| Mather Group, LLC. | 3,263 | $17.9K | 0.00% | +295+9.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 3,960 | $22.0K | 0.00% | +360+10.0% | Added |
| Credit Agricole S A | 4,392 | $24.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,500 | $24.8K | 0.00% | −63−1.4% | Reduced |
| Bruce G. Allen Investments, LLC | 5,593 | $30.8K | 0.02% | +376+7.2% | Added |
| Headlands Technologies LLC | 5,801 | $31.9K | 0.00% | −162,657−96.6% | Reduced |
| CWM, LLC | 7,081 | $39.0K | 0.00% | +831+13.3% | Added |
| Parallel Advisors, LLC | 7,740 | $42.6K | 0.00% | +6,781+707.1% | Added |
| Van Eck Associates Corp | 8,238 | $45.0K | 0.00% | +2,150+35.3% | Added |
| Tower Research Capital LLC (TRC) | 9,135 | $50.2K | 0.00% | −47,383−83.8% | Reduced |
| Investors Research Corp | 9,800 | $53.9K | 0.01% | +889+10.0% | Added |
| Quantinno Capital Management LP | 10,071 | $55.4K | 0.00% | +10,071 | New |
| Farringdon Capital, Ltd. | 10,193 | $56.1K | 0.03% | −35,457−77.7% | Reduced |
| Huntington National Bank | 10,522 | $57.9K | 0.00% | +830+8.6% | Added |
| National Philanthropic Trust | 11,000 | $60.5K | 0.00% | +1,000+10.0% | Added |
| Sunpointe, LLC | 11,207 | $61.7K | 0.03% | +1,017+10.0% | Added |
| Alta Capital Management LLC | 11,285 | $62.1K | 0.00% | +11,285 | New |
| Leonteq Securities AG | 11,329 | $62.5K | 0.00% | −7,565−40.0% | Reduced |
| Ieq Capital, LLC | 11,620 | $63.9K | 0.00% | +11,620 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 11,715 | $64.4K | 0.00% | +1,065+10.0% | Added |
| Tuttle Tactical Management | 12,252 | $67.4K | 0.30% | +12,252 | New |
| Lindbrook Capital, LLC | 12,254 | $67.4K | 0.01% | +4,033+49.1% | Added |
| Massachusetts Financial Services Co | 12,498 | $68.7K | 0.00% | +1,136+10.0% | Added |
| Bank of Montreal | 12,547 | $69.0K | 0.00% | +78+0.6% | Added |
| GWM Advisors LLC | 12,766 | $70.2K | 0.00% | −54,686−81.1% | Reduced |
| Grove Bank & Trust | 12,851 | $70.7K | 0.01% | +337+2.7% | Added |
| TownSquare Capital, LLC | 12,895 | $70.9K | 0.00% | +12,895 | New |
| Fortress Private Ledger, LLC | 13,137 | $72.3K | 0.04% | +13,137 | New |
| Keybank National Association | 13,316 | $73.2K | 0.00% | +2,795+26.6% | Added |
| Savant Capital, LLC | 13,358 | $73.5K | 0.00% | +13,358 | New |
| Signaturefd, LLC | 13,420 | $73.8K | 0.00% | +1,160+9.5% | Added |
| Avantax Advisory Services, Inc. | 13,890 | $76.4K | 0.00% | +2,468+21.6% | Added |
| Coldstream Capital Management Inc | 14,359 | $79.0K | 0.00% | +2,449+20.6% | Added |
| Sivia Capital Partners, LLC | 14,426 | $79.3K | 0.04% | +1,534+11.9% | Added |
| Mount Yale Investment Advisors, LLC | 14,465 | $79.6K | 0.01% | +3,050+26.7% | Added |
| Warren Averett Asset Management, LLC | 14,855 | $81.7K | 0.00% | +1,350+10.0% | Added |
| Schechter Investment Advisors, LLC | 15,078 | $82.9K | 0.01% | −1,992−11.7% | Reduced |
| Kathmere Capital Management, LLC | 15,166 | $83.4K | 0.01% | +15,166 | New |
| Rathbone Brothers plc | 15,400 | $84.7K | 0.00% | +1,400+10.0% | Added |
| May Hill Capital, LLC | 15,483 | $85.2K | 0.03% | +15,483 | New |
| Ewa, LLC | 15,581 | $85.7K | 0.03% | +1,381+9.7% | Added |
| Hamilton Capital, LLC | 16,081 | $88.4K | 0.01% | +2,163+15.5% | Added |
| Legacy Financial Advisors, Inc. | 16,168 | $88.9K | 0.01% | +16,168 | New |
| Aviso Financial Inc. | 16,260 | $89.4K | 0.00% | +3,388+26.3% | Added |
| Xponance, Inc. | 17,163 | $94.4K | 0.00% | +17,163 | New |
| Rehmann Capital Advisory Group | 17,286 | $95.1K | 0.01% | +17,286 | New |
| Hilltop Holdings Inc. | 17,632 | $97.0K | 0.01% | +869+5.2% | Added |
| Provida Pension Fund Administrator | 17,835 | $98.1K | 0.00% | +1,619+10.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 17,835 | $98.5K | 0.00% | +4,740+36.2% | Added |
| Ballentine Partners, LLC | 17,909 | $98.5K | 0.00% | +17,909 | New |
| Walleye Capital LLC | 17,987 | $98.9K | 0.00% | −765,981−97.7% | Reduced |
| Skopos Labs, Inc. | 18,001 | $99.0K | 0.02% | +16,203+901.2% | Added |
| Aviva PLC | 18,007 | $99.0K | 0.00% | +1,637+10.0% | Added |
| Altfest L J & Co Inc | 18,534 | $101.9K | 0.01% | +7,494+67.9% | Added |
| CI Private Wealth, LLC | 18,760 | $103.2K | 0.00% | +939+5.3% | Added |
| Fielder Capital Group LLC | 18,816 | $103.5K | 0.03% | +1,710+10.0% | Added |
| Stifel Financial Corp | 19,239 | $105.8K | 0.00% | −111−0.6% | Reduced |
| Stratos Wealth Partners, LTD. | 19,256 | $105.9K | 0.00% | +19,256 | New |
| Sagespring Wealth Partners, LLC | 19,283 | $106.1K | 0.00% | +5,681+41.8% | Added |
| Flputnam Investment Management Co | 19,916 | $109.5K | 0.00% | +1,930+10.7% | Added |
| Mercer Global Advisors Inc | 20,326 | $111.8K | 0.00% | +4,097+25.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 20,900 | $114.9K | 0.00% | +3,683+21.4% | Added |
| PDS Planning, Inc | 20,900 | $115.0K | 0.01% | +7,225+52.8% | Added |