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 |
|---|---|---|---|---|---|
| CIBC World Markets Inc. | 21,133 | $116.2K | 0.00% | −4,087−16.2% | Reduced |
| United Capital Financial Advisers, LLC | 21,353 | $117.4K | 0.00% | +288+1.4% | Added |
| Union Bancaire Privee, UBP SA | 22,000 | $121.4K | 0.00% | +2,000+10.0% | Added |
| Cetera Investment Advisers | 22,729 | $125.0K | 0.00% | −8,486−27.2% | Reduced |
| Two Sigma Advisers, LP | 22,900 | $126.0K | 0.00% | +22,900 | New |
| Insigneo Advisory Services, LLC | 23,647 | $130.1K | 0.01% | +23,647 | New |
| Captrust Financial Advisors | 24,272 | $133.5K | 0.00% | +1,271+5.5% | Added |
| Checchi Capital Advisers, LLC | 24,792 | $136.4K | 0.01% | +8,796+55.0% | Added |
| Cresset Asset Management, LLC | 25,456 | $140.1K | 0.00% | +3,318+15.0% | Added |
| Gsa Capital Partners LLP | 25,561 | $141.0K | 0.01% | +25,561 | New |
| Allspring Global Investments Holdings, LLC | 25,562 | $141.1K | 0.00% | +5,743+29.0% | Added |
| HighTower Advisors, LLC | 27,130 | $149.2K | 0.00% | +3,963+17.1% | Added |
| Ameraudi Asset Management, Inc. | 27,665 | $152.2K | 0.09% | +2,515+10.0% | Added |
| Quadrant Capital Group LLC | 28,019 | $154.1K | 0.01% | +7,221+34.7% | Added |
| Stephens Inc | 30,932 | $170.1K | 0.00% | +821+2.7% | Added |
| Barclays PLC | 32,232 | $177.3K | 0.00% | −288,785−90.0% | Reduced |
| Metis Global Partners, LLC | 33,199 | $182.6K | 0.01% | +5,323+19.1% | Added |
| HBK Sorce Advisory LLC | 34,081 | $187.4K | 0.01% | +4,510+15.3% | Added |
| Knights of Columbus Asset Advisors LLC | 34,669 | $190.7K | 0.01% | +1,626+4.9% | Added |
| Flow Traders U.S. LLC | 34,848 | $192.0K | 0.01% | +11,741+50.8% | Added |
| Ronald Blue Trust, Inc. | 35,347 | $194.4K | 0.00% | +7,948+29.0% | Added |
| Pekin Hardy Strauss, Inc. | 36,125 | $198.7K | 0.02% | +6,375+21.4% | Added |
| Prelude Capital Management, LLC | 38,000 | $209.0K | 0.02% | +38,000 | New |
| MML Investors Services, LLC | 38,106 | $210.0K | 0.00% | +9,333+32.4% | Added |
| Sompo Asset Management Co., Ltd. | 40,018 | $220.1K | 0.04% | +9,498+31.1% | Added |
| Gould Asset Management LLC | 40,295 | $221.6K | 0.05% | +3,660+10.0% | Added |
| Fox Run Management, L.L.C. | 42,009 | $231.1K | 0.04% | +42,009 | New |
| NewEdge Wealth, LLC | 42,265 | $232.5K | 0.00% | +14,772+53.7% | Added |
| First Affirmative Financial Network | 42,397 | $233.2K | 0.14% | +6,804+19.1% | Added |
| Parallax Volatility Advisers, L.P. | 43,909 | $241.5K | 0.01% | +9,123+26.2% | Added |
| Financial Counselors Inc | 44,418 | $244.3K | 0.00% | −11,557−20.6% | Reduced |
| Vident Advisory, LLC | 44,902 | $247.0K | 0.00% | −5,754−11.4% | Reduced |
| Spire Wealth Management | 51,590 | $283.7K | 0.01% | +6,852+15.3% | Added |
| Advisor Group Holdings, Inc. | 57,652 | $317.1K | 0.00% | +17,047+42.0% | Added |
| Yousif Capital Management, LLC | 58,309 | $320.7K | 0.00% | −16,177−21.7% | Reduced |
| Raiffeisen Bank International AG | 59,401 | $327.9K | 0.01% | +59,401 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 60,500 | $332.8K | 0.00% | +5,500+10.0% | Added |
| JustInvest LLC | 60,821 | $334.5K | 0.00% | +7,706+14.5% | Added |
| Congress Wealth Management LLC | 62,113 | $341.6K | 0.00% | +10,777+21.0% | Added |
| Sequoia Financial Advisors, LLC | 64,009 | $352.0K | 0.00% | +23,402+57.6% | Added |
| CAPROCK Group, Inc. | 64,885 | $357.1K | 0.01% | +6,609+11.3% | Added |
| First Trust Advisors LP | 67,865 | $373.3K | 0.00% | −6,094−8.2% | Reduced |
| Wealth Alliance | 68,777 | $378.3K | 0.05% | +13,601+24.7% | Added |
| Cerity Partners LLC | 68,922 | $379.1K | 0.00% | +2,694+4.1% | Added |
| Jain Global LLC | 70,112 | $385.6K | 0.01% | −734,454−91.3% | Reduced |
| Nordea Investment Management AB | 70,369 | $385.6K | 0.00% | −19,387−21.6% | Reduced |
| Brinker Capital Investments, LLC | 71,883 | $395.4K | 0.00% | +26,065+56.9% | Added |
| Orion Portfolio Solutions, LLC | 71,883 | $395.4K | 0.00% | +26,065+56.9% | Added |
| We Are One Seven, LLC | 73,040 | $401.7K | 0.02% | +73,040 | New |
| Baldwin Investment Management, LLC | 74,345 | $408.9K | 0.05% | +6,755+10.0% | Added |
| Johnson Investment Counsel Inc | 75,796 | $416.9K | 0.00% | +21,001+38.3% | Added |
| Candriam Luxembourg S.C.A. | 76,725 | $422.0K | 0.00% | +26,153+51.7% | Added |
| London & Capital Asset Management Ltd | 82,500 | $453.8K | 0.04% | +7,500+10.0% | Added |
| Vestmark Advisory Solutions, Inc. | 82,764 | $455.2K | 0.01% | +55,500+203.6% | Added |
| Advisors Asset Management, Inc. | 84,206 | $463.1K | 0.01% | +11,670+16.1% | Added |
| Fifth Third Bancorp | 89,264 | $491.0K | 0.00% | +9,904+12.5% | Added |
| Banque Cantonale Vaudoise | 90,000 | $495.0K | 0.02% | +90,000 | New |
| QRG Capital Management, Inc. | 91,735 | $504.5K | 0.01% | +23,675+34.8% | Added |
| Atria Investments LLC | 95,712 | $526.4K | 0.01% | +4,697+5.2% | Added |
| DRW Securities, LLC | 96,819 | $532.5K | 0.05% | +96,819 | New |
| Natural Investments, LLC | 97,936 | $538.0K | 0.15% | +8,192+9.1% | Added |
| Creative Planning | 97,927 | $538.6K | 0.00% | +58,360+147.5% | Added |
| Point72 Asset Management, L.P. | 100,800 | $554.4K | 0.00% | −472,400−82.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 101,789 | $559.8K | 0.15% | +11,655+12.9% | Added |
| Guggenheim Capital LLC | 105,963 | $582.8K | 0.01% | +43,538+69.7% | Added |
| Handelsbanken Fonder AB | 107,037 | $589.0K | 0.00% | +107,037 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 115,043 | $632.7K | 0.00% | −74,286−39.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 115,939 | $637.7K | 0.00% | +10,105+9.5% | Added |
| Solstein Capital, LLC | 119,020 | $654.6K | 0.38% | +10,820+10.0% | Added |
| Jones Financial Companies LLLP | 119,962 | $662.2K | 0.00% | +118,612+8,786.1% | Added |
| Mariner, LLC | 126,702 | $696.9K | 0.00% | +29,181+29.9% | Added |
| Panagora Asset Management Inc | 127,546 | $701.5K | 0.00% | +127,546 | New |
| Deltec Asset Management LLC | 133,650 | $735.1K | 0.16% | +18,150+15.7% | Added |
| Ethic Inc. | 134,078 | $740.1K | 0.01% | +18,259+15.8% | Added |
| Sava Infond d.o.o. | 138,600 | $762.3K | 0.15% | +12,600+10.0% | Added |
| The PNC Financial Services Group, Inc. | 140,362 | $772.0K | 0.00% | +10,653+8.2% | Added |
| Groupama Asset Managment | 150,593 | $831.3K | 0.02% | +4,067+2.8% | Added |
| Pathstone Holdings, LLC | 152,522 | $838.8K | 0.00% | +11,095+7.8% | Added |
| Banco Santander, S.A. | 155,795 | $856.9K | 0.01% | +107,527+222.8% | Added |
| BNP Paribas Arbitrage, SA | 158,940 | $874.2K | 0.00% | −756,746−82.6% | Reduced |
| Qtron Investments LLC | 159,824 | $879.0K | 0.13% | +14,529+10.0% | Added |
| O'Shaughnessy Asset Management, LLC | 163,432 | $898.9K | 0.01% | +15,744+10.7% | Added |
| Citigroup Inc | 165,775 | $911.8K | 0.00% | −76,139−31.5% | Reduced |
| Baker Avenue Asset Management, LP | 167,864 | $923.3K | 0.03% | −19,517−10.4% | Reduced |
| Thornburg Investment Management Inc | 171,850 | $945.2K | 0.01% | +17,906+11.6% | Added |
| Bank of New York Mellon Corp | 179,022 | $984.6K | 0.00% | +11,376+6.8% | Added |
| Mackenzie Financial Corp | 179,521 | $987.4K | 0.00% | −45,220−20.1% | Reduced |
| Mirabaud Asset Management Ltd | 181,044 | $999.4K | 0.52% | +108,580+149.8% | Added |
| Euro Pacific Asset Management, LLC | 189,431 | $1.05M | 0.19% | +16,995+9.9% | Added |
| Nuveen, LLC | 190,622 | $1.05M | 0.00% | +190,622 | New |
| Sanctuary Advisors, LLC | 192,495 | $1.06M | 0.01% | +19,251+11.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 204,386 | $1.12M | 0.00% | +46,942+29.8% | Added |
| Standard Life Aberdeen plc | 230,695 | $1.27M | 0.00% | +230,695 | New |
| Campbell & CO Investment Adviser LLC | 236,697 | $1.30M | 0.10% | +69,669+41.7% | Added |
| Profund Advisors LLC | 237,036 | $1.30M | 0.06% | +65,286+38.0% | Added |
| HRT Financial LP | 249,851 | $1.37M | 0.01% | −123,689−33.1% | Reduced |
| Virtu Financial LLC | 260,789 | $1.43M | 0.08% | +260,789 | New |
| Guardcap Asset Management Ltd | 266,200 | $1.46M | 0.03% | +266,200 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 267,799 | $1.47M | 0.14% | +24,345+10.0% | Added |
| US Bancorp | 270,433 | $1.49M | 0.00% | +28,280+11.7% | Added |