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, Q2 2025
Institutional positions in Itau Unibanco Holding S.A. as of Jun 30, 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
- 333
- +23 vs. Q1 2025
- Shares held
- 1.15B
- +140.4M (+13.8%) vs. Q1 2025
- Total value
- $7.78B
- +$2.25B (+40.7%) vs. Q1 2025
- New holders
- 51
- 120 more added
- Sold out
- 28
- 114 more reduced
6 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Danske Bank A/S | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 22 | $149 | 0.00% | −573−96.3% | Reduced |
| National Bank of Canada | 30 | $204 | 0.00% | +30 | New |
| Perkins Coie Trust Co | 49 | $332 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 91 | $618 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 130 | $883 | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 146 | $992 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 156 | $1.06K | 0.00% | +156 | New |
| Hollencrest Capital Management | 162 | $1.10K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 180 | $1.22K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 265 | $1.80K | 0.00% | −11−4.0% | Reduced |
| First Horizon Advisors, Inc. | 313 | $2.13K | 0.00% | −1−0.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 330 | $2.24K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 330 | $2.24K | 0.00% | +330 | New |
| Glen Eagle Advisors, LLC | 365 | $2.48K | 0.00% | +1+0.3% | Added |
| Binnacle Investments Inc | 379 | $2.57K | 0.00% | −1−0.3% | Reduced |
| Beacon Capital Management, LLC | 394 | $2.67K | 0.00% | +1+0.3% | Added |
| Brown Brothers Harriman & Co | 424 | $2.88K | 0.00% | +424 | New |
| Highline Wealth Partners LLC | 462 | $3.14K | 0.00% | +269+139.4% | Added |
| Clearstead Advisors, LLC | 536 | $3.64K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 600 | $4.07K | 0.00% | +600 | New |
| CIBC Private Wealth Group, LLC | 636 | $4.32K | 0.00% | −439−40.8% | Reduced |
| NewSquare Capital LLC | 730 | $4.96K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 798 | $5.42K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 880 | $5.98K | 0.00% | +321+57.4% | Added |
| NBC Securities, Inc. | 891 | $6.00K | 0.00% | −8−0.9% | Reduced |
| JFS Wealth Advisors, LLC | 974 | $6.61K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 1,022 | $6.94K | 0.00% | +155+17.9% | Added |
| TSFG, LLC | 1,000 | $7.00K | 0.00% | +1,000 | New |
| Mizuho Securities Co. Ltd. | 1,205 | $8.18K | 0.03% | +1,205 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,218 | $8.27K | 0.00% | +1,218 | New |
| WealthCollab, LLC | 1,351 | $9.17K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,530 | $10.4K | 0.01% | +1,442+1,638.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 1,531 | $10.9K | 0.00% | +1,531 | New |
| Key Financial Inc | 1,749 | $11.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,180 | $14.8K | 0.00% | −18−0.8% | Reduced |
| Tortoise Investment Management, LLC | 2,415 | $16.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,539 | $16.8K | 0.00% | +2,539 | New |
| TD Private Client Wealth LLC | 2,591 | $17.6K | 0.00% | +10.0% | Added |
| Principal Securities, Inc. | 2,738 | $18.6K | 0.00% | +742+37.2% | Added |
| SRS Capital Advisors, Inc. | 2,759 | $18.7K | 0.00% | +2,759 | New |
| Leonteq Securities AG | 2,806 | $19.1K | 0.00% | −8,523−75.2% | Reduced |
| Global Retirement Partners, LLC | 3,248 | $22.1K | 0.00% | +3,248 | New |
| Migdal Insurance & Financial Holdings Ltd. | 3,959 | $26.0K | 0.00% | −10.0% | Reduced |
| Farther Finance Advisors, LLC | 4,318 | $29.3K | 0.00% | +4,201+3,590.6% | Added |
| Bruce G. Allen Investments, LLC | 5,257 | $35.7K | 0.03% | −336−6.0% | Reduced |
| MAI Capital Management | 6,092 | $41.4K | 0.00% | +6,092 | New |
| EverSource Wealth Advisors, LLC | 6,966 | $47.3K | 0.00% | +5,355+332.4% | Added |
| CWM, LLC | 8,166 | $55.0K | 0.00% | +1,085+15.3% | Added |
| Huntington National Bank | 9,362 | $63.6K | 0.00% | −1,160−11.0% | Reduced |
| Van Eck Associates Corp | 9,611 | $65.0K | 0.00% | +1,373+16.7% | Added |
| GAMMA Investing LLC | 9,667 | $65.6K | 0.00% | +5,167+114.8% | Added |
| GeoWealth Management, LLC | 9,675 | $65.7K | 0.00% | +9,675 | New |
| Investors Research Corp | 9,800 | $66.5K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 10,232 | $69.0K | 0.00% | +10,232 | New |
| Parallel Advisors, LLC | 10,195 | $69.2K | 0.00% | +2,455+31.7% | Added |
| Atlas Capital Advisors LLC | 10,759 | $73.1K | 0.01% | +10,298+2,233.8% | Added |
| Sunpointe, LLC | 10,777 | $73.8K | 0.03% | −430−3.8% | Reduced |
| GWM Advisors LLC | 11,497 | $78.1K | 0.00% | −1,269−9.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 11,715 | $79.5K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 12,082 | $82.0K | 0.00% | −465−3.7% | Reduced |
| Merit Financial Group, LLC | 12,431 | $84.4K | 0.00% | +12,431 | New |
| Massachusetts Financial Services Co | 12,583 | $85.4K | 0.00% | +85+0.7% | Added |
| Grove Bank & Trust | 12,697 | $86.2K | 0.01% | −154−1.2% | Reduced |
| Keybank National Association | 12,920 | $87.7K | 0.00% | −396−3.0% | Reduced |
| Altfest L J & Co Inc | 13,142 | $89.2K | 0.01% | −5,392−29.1% | Reduced |
| Warren Averett Asset Management, LLC | 13,435 | $91.2K | 0.00% | −1,420−9.6% | Reduced |
| Signaturefd, LLC | 13,530 | $91.9K | 0.00% | +110+0.8% | Added |
| Avantax Advisory Services, Inc. | 13,832 | $93.9K | 0.00% | −58−0.4% | Reduced |
| Colony Group, LLC | 13,971 | $94.9K | 0.00% | +13,971 | New |
| Alta Capital Management LLC | 14,025 | $95.2K | 0.01% | +2,740+24.3% | Added |
| Coldstream Capital Management Inc | 14,045 | $95.4K | 0.00% | −314−2.2% | Reduced |
| Virtu Financial LLC | 14,310 | $97.0K | 0.00% | −246,479−94.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 14,797 | $100.5K | 0.01% | +332+2.3% | Added |
| Rathbone Brothers plc | 15,400 | $104.6K | 0.00% | 00.0% | Unchanged |
| Ewa, LLC | 15,529 | $105.4K | 0.03% | −52−0.3% | Reduced |
| Citadel Advisors LLC | 16,415 | $111.5K | 0.00% | −401,534−96.1% | Reduced |
| Rehmann Capital Advisory Group | 16,463 | $111.8K | 0.01% | −823−4.8% | Reduced |
| Hamilton Capital, LLC | 16,790 | $114.0K | 0.01% | +709+4.4% | Added |
| Mercer Global Advisors Inc | 16,875 | $114.6K | 0.00% | −3,451−17.0% | Reduced |
| West Family Investments, Inc. | 17,245 | $117.1K | 0.03% | +17,245 | New |
| Aviso Financial Inc. | 17,270 | $117.3K | 0.01% | +1,010+6.2% | Added |
| Xponance, Inc. | 17,281 | $117.3K | 0.00% | +118+0.7% | Added |
| Hilltop Holdings Inc. | 17,823 | $121.0K | 0.01% | +191+1.1% | Added |
| Provida Pension Fund Administrator | 17,835 | $121.1K | 0.00% | 00.0% | Unchanged |
| Aviva PLC | 18,007 | $122.3K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 18,050 | $122.6K | 0.00% | −1,206−6.3% | Reduced |
| Captrust Financial Advisors | 18,784 | $127.5K | 0.00% | −5,488−22.6% | Reduced |
| Fielder Capital Group LLC | 18,816 | $127.8K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 18,831 | $127.9K | 0.00% | +9,696+106.1% | Added |
| Cetera Investment Advisers | 19,926 | $135.3K | 0.00% | −2,803−12.3% | Reduced |
| Ieq Capital, LLC | 20,111 | $136.6K | 0.00% | +8,491+73.1% | Added |
| NewEdge Wealth, LLC | 20,127 | $137.5K | 0.00% | −22,138−52.4% | Reduced |
| Fortress Private Ledger, LLC | 20,371 | $138.3K | 0.06% | +7,234+55.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 20,900 | $141.9K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 21,061 | $143.0K | 0.00% | −292−1.4% | Reduced |
| Quadrant Capital Group LLC | 21,069 | $143.1K | 0.01% | −6,950−24.8% | Reduced |
| Union Bancaire Privee, UBP SA | 22,000 | $145.6K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 22,151 | $153.4K | 0.00% | −3,305−13.0% | Reduced |
| Checchi Capital Advisers, LLC | 24,982 | $169.6K | 0.01% | +190+0.8% | Added |