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 |
|---|---|---|---|---|---|
| Barclays PLC | 32,232 | $177.3K | 0.00% | −288,785−90.0% | Reduced |
| Stephens Inc | 30,932 | $170.1K | 0.00% | +821+2.7% | Added |
| Quadrant Capital Group LLC | 28,019 | $154.1K | 0.01% | +7,221+34.7% | Added |
| Ameraudi Asset Management, Inc. | 27,665 | $152.2K | 0.09% | +2,515+10.0% | Added |
| HighTower Advisors, LLC | 27,130 | $149.2K | 0.00% | +3,963+17.1% | Added |
| Allspring Global Investments Holdings, LLC | 25,562 | $141.1K | 0.00% | +5,743+29.0% | Added |
| Gsa Capital Partners LLP | 25,561 | $141.0K | 0.01% | +25,561 | New |
| Cresset Asset Management, LLC | 25,456 | $140.1K | 0.00% | +3,318+15.0% | Added |
| Checchi Capital Advisers, LLC | 24,792 | $136.4K | 0.01% | +8,796+55.0% | Added |
| Captrust Financial Advisors | 24,272 | $133.5K | 0.00% | +1,271+5.5% | Added |
| Insigneo Advisory Services, LLC | 23,647 | $130.1K | 0.01% | +23,647 | New |
| Two Sigma Advisers, LP | 22,900 | $126.0K | 0.00% | +22,900 | New |
| Cetera Investment Advisers | 22,729 | $125.0K | 0.00% | −8,486−27.2% | Reduced |
| Union Bancaire Privee, UBP SA | 22,000 | $121.4K | 0.00% | +2,000+10.0% | Added |
| United Capital Financial Advisers, LLC | 21,353 | $117.4K | 0.00% | +288+1.4% | Added |
| CIBC World Markets Inc. | 21,133 | $116.2K | 0.00% | −4,087−16.2% | Reduced |
| PDS Planning, Inc | 20,900 | $115.0K | 0.01% | +7,225+52.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 20,900 | $114.9K | 0.00% | +3,683+21.4% | Added |
| Mercer Global Advisors Inc | 20,326 | $111.8K | 0.00% | +4,097+25.2% | Added |
| Flputnam Investment Management Co | 19,916 | $109.5K | 0.00% | +1,930+10.7% | Added |
| Sagespring Wealth Partners, LLC | 19,283 | $106.1K | 0.00% | +5,681+41.8% | Added |
| Stratos Wealth Partners, LTD. | 19,256 | $105.9K | 0.00% | +19,256 | New |
| Stifel Financial Corp | 19,239 | $105.8K | 0.00% | −111−0.6% | Reduced |
| Fielder Capital Group LLC | 18,816 | $103.5K | 0.03% | +1,710+10.0% | Added |
| CI Private Wealth, LLC | 18,760 | $103.2K | 0.00% | +939+5.3% | Added |
| Altfest L J & Co Inc | 18,534 | $101.9K | 0.01% | +7,494+67.9% | Added |
| Aviva PLC | 18,007 | $99.0K | 0.00% | +1,637+10.0% | Added |
| Skopos Labs, Inc. | 18,001 | $99.0K | 0.02% | +16,203+901.2% | Added |
| Walleye Capital LLC | 17,987 | $98.9K | 0.00% | −765,981−97.7% | Reduced |
| Ballentine Partners, LLC | 17,909 | $98.5K | 0.00% | +17,909 | New |
| Wiley Bros.-Aintree Capital, LLC | 17,835 | $98.5K | 0.00% | +4,740+36.2% | Added |
| Provida Pension Fund Administrator | 17,835 | $98.1K | 0.00% | +1,619+10.0% | Added |
| Hilltop Holdings Inc. | 17,632 | $97.0K | 0.01% | +869+5.2% | Added |
| Rehmann Capital Advisory Group | 17,286 | $95.1K | 0.01% | +17,286 | New |
| Xponance, Inc. | 17,163 | $94.4K | 0.00% | +17,163 | New |
| Aviso Financial Inc. | 16,260 | $89.4K | 0.00% | +3,388+26.3% | Added |
| Legacy Financial Advisors, Inc. | 16,168 | $88.9K | 0.01% | +16,168 | New |
| Hamilton Capital, LLC | 16,081 | $88.4K | 0.01% | +2,163+15.5% | Added |
| Ewa, LLC | 15,581 | $85.7K | 0.03% | +1,381+9.7% | Added |
| May Hill Capital, LLC | 15,483 | $85.2K | 0.03% | +15,483 | New |
| Rathbone Brothers plc | 15,400 | $84.7K | 0.00% | +1,400+10.0% | Added |
| Kathmere Capital Management, LLC | 15,166 | $83.4K | 0.01% | +15,166 | New |
| Schechter Investment Advisors, LLC | 15,078 | $82.9K | 0.01% | −1,992−11.7% | Reduced |
| Warren Averett Asset Management, LLC | 14,855 | $81.7K | 0.00% | +1,350+10.0% | Added |
| Mount Yale Investment Advisors, LLC | 14,465 | $79.6K | 0.01% | +3,050+26.7% | Added |
| Sivia Capital Partners, LLC | 14,426 | $79.3K | 0.04% | +1,534+11.9% | Added |
| Coldstream Capital Management Inc | 14,359 | $79.0K | 0.00% | +2,449+20.6% | Added |
| Avantax Advisory Services, Inc. | 13,890 | $76.4K | 0.00% | +2,468+21.6% | Added |
| Signaturefd, LLC | 13,420 | $73.8K | 0.00% | +1,160+9.5% | Added |
| Savant Capital, LLC | 13,358 | $73.5K | 0.00% | +13,358 | New |
| Keybank National Association | 13,316 | $73.2K | 0.00% | +2,795+26.6% | Added |
| Fortress Private Ledger, LLC | 13,137 | $72.3K | 0.04% | +13,137 | New |
| TownSquare Capital, LLC | 12,895 | $70.9K | 0.00% | +12,895 | New |
| Grove Bank & Trust | 12,851 | $70.7K | 0.01% | +337+2.7% | Added |
| GWM Advisors LLC | 12,766 | $70.2K | 0.00% | −54,686−81.1% | Reduced |
| Bank of Montreal | 12,547 | $69.0K | 0.00% | +78+0.6% | Added |
| Massachusetts Financial Services Co | 12,498 | $68.7K | 0.00% | +1,136+10.0% | Added |
| Lindbrook Capital, LLC | 12,254 | $67.4K | 0.01% | +4,033+49.1% | Added |
| Tuttle Tactical Management | 12,252 | $67.4K | 0.30% | +12,252 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 11,715 | $64.4K | 0.00% | +1,065+10.0% | Added |
| Ieq Capital, LLC | 11,620 | $63.9K | 0.00% | +11,620 | New |
| Leonteq Securities AG | 11,329 | $62.5K | 0.00% | −7,565−40.0% | Reduced |
| Alta Capital Management LLC | 11,285 | $62.1K | 0.00% | +11,285 | New |
| Sunpointe, LLC | 11,207 | $61.7K | 0.03% | +1,017+10.0% | Added |
| National Philanthropic Trust | 11,000 | $60.5K | 0.00% | +1,000+10.0% | Added |
| Huntington National Bank | 10,522 | $57.9K | 0.00% | +830+8.6% | Added |
| Farringdon Capital, Ltd. | 10,193 | $56.1K | 0.03% | −35,457−77.7% | Reduced |
| Quantinno Capital Management LP | 10,071 | $55.4K | 0.00% | +10,071 | New |
| Investors Research Corp | 9,800 | $53.9K | 0.01% | +889+10.0% | Added |
| Tower Research Capital LLC (TRC) | 9,135 | $50.2K | 0.00% | −47,383−83.8% | Reduced |
| Van Eck Associates Corp | 8,238 | $45.0K | 0.00% | +2,150+35.3% | Added |
| Parallel Advisors, LLC | 7,740 | $42.6K | 0.00% | +6,781+707.1% | Added |
| CWM, LLC | 7,081 | $39.0K | 0.00% | +831+13.3% | Added |
| Headlands Technologies LLC | 5,801 | $31.9K | 0.00% | −162,657−96.6% | Reduced |
| Bruce G. Allen Investments, LLC | 5,593 | $30.8K | 0.02% | +376+7.2% | Added |
| GAMMA Investing LLC | 4,500 | $24.8K | 0.00% | −63−1.4% | Reduced |
| Credit Agricole S A | 4,392 | $24.2K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 3,960 | $22.0K | 0.00% | +360+10.0% | Added |
| Mather Group, LLC. | 3,263 | $17.9K | 0.00% | +295+9.9% | Added |
| TD Private Client Wealth LLC | 2,590 | $14.2K | 0.00% | +137+5.6% | Added |
| Tortoise Investment Management, LLC | 2,415 | $13.3K | 0.00% | +219+10.0% | Added |
| Geneos Wealth Management Inc. | 2,198 | $12.1K | 0.00% | +211+10.6% | Added |
| Principal Securities, Inc. | 1,996 | $9.90K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,749 | $9.62K | 0.00% | +159+10.0% | Added |
| EverSource Wealth Advisors, LLC | 1,611 | $8.86K | 0.00% | −424−20.8% | Reduced |
| Hantz Financial Services, Inc. | 1,534 | $8.00K | 0.00% | +1,534 | New |
| WealthCollab, LLC | 1,351 | $7.43K | 0.00% | +122+9.9% | Added |
| CIBC Private Wealth Group, LLC | 1,075 | $5.63K | 0.00% | +624+138.4% | Added |
| Whipplewood Advisors, LLC | 867 | $5.63K | 0.00% | −73−7.8% | Reduced |
| JFS Wealth Advisors, LLC | 974 | $5.36K | 0.00% | −61−5.9% | Reduced |
| Sierra Ocean, LLC | 798 | $4.39K | 0.00% | −398−33.3% | Reduced |
| NewSquare Capital LLC | 730 | $4.01K | 0.00% | +730 | New |
| NBC Securities, Inc. | 899 | $4.00K | 0.00% | +899 | New |
| Allworth Financial LP | 559 | $3.43K | 0.00% | +11+2.0% | Added |
| Northwestern Mutual Wealth Management Co | 595 | $3.27K | 0.00% | +179+43.0% | Added |
| Clearstead Advisors, LLC | 536 | $2.95K | 0.00% | −3,783−87.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 526 | $2.61K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 461 | $2.54K | 0.00% | −3,377−88.0% | Reduced |
| Beacon Capital Management, LLC | 393 | $2.16K | 0.00% | +54+15.9% | Added |
| Binnacle Investments Inc | 380 | $2.09K | 0.00% | +380 | New |