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 |
|---|---|---|---|---|---|
| Stifel Financial Corp | 25,670 | $174.3K | 0.00% | +6,431+33.4% | Added |
| Hantz Financial Services, Inc. | 25,807 | $175.0K | 0.00% | +24,273+1,582.3% | Added |
| Kathmere Capital Management, LLC | 25,790 | $175.1K | 0.01% | +10,624+70.1% | Added |
| Wetherby Asset Management Inc | 26,194 | $177.9K | 0.01% | +26,194 | New |
| PDS Planning, Inc | 26,474 | $179.8K | 0.01% | +5,574+26.7% | Added |
| HighTower Advisors, LLC | 27,034 | $183.6K | 0.00% | −96−0.4% | Reduced |
| Ameraudi Asset Management, Inc. | 27,665 | $187.8K | 0.10% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 27,841 | $189.0K | 0.00% | +27,841 | New |
| Sagespring Wealth Partners, LLC | 28,537 | $193.8K | 0.00% | +9,254+48.0% | Added |
| Insigneo Advisory Services, LLC | 29,183 | $198.2K | 0.02% | +5,536+23.4% | Added |
| Allspring Global Investments Holdings, LLC | 29,598 | $201.0K | 0.00% | +4,036+15.8% | Added |
| Ballentine Partners, LLC | 29,807 | $202.4K | 0.00% | +11,898+66.4% | Added |
| Squarepoint Ops LLC | 29,975 | $203.5K | 0.00% | +29,975 | New |
| Stephens Inc | 31,263 | $212.3K | 0.00% | +331+1.1% | Added |
| HBK Sorce Advisory LLC | 31,648 | $214.9K | 0.01% | −2,433−7.1% | Reduced |
| Savant Capital, LLC | 31,796 | $215.9K | 0.00% | +18,438+138.0% | Added |
| Fox Run Management, L.L.C. | 31,813 | $216.0K | 0.04% | −10,196−24.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 32,298 | $219.3K | 0.04% | −7,720−19.3% | Reduced |
| CIBC World Markets Inc. | 34,323 | $233.1K | 0.00% | +13,190+62.4% | Added |
| Flputnam Investment Management Co | 34,899 | $237.0K | 0.00% | +14,983+75.2% | Added |
| Quantinno Capital Management LP | 35,659 | $242.1K | 0.00% | +25,588+254.1% | Added |
| Metis Global Partners, LLC | 36,711 | $249.3K | 0.01% | +3,512+10.6% | Added |
| Skopos Labs, Inc. | 37,486 | $254.5K | 0.03% | +19,485+108.2% | Added |
| MML Investors Services, LLC | 37,766 | $256.0K | 0.00% | −340−0.9% | Reduced |
| Prelude Capital Management, LLC | 38,000 | $258.0K | 0.03% | 00.0% | Unchanged |
| Gould Asset Management LLC | 38,260 | $259.8K | 0.05% | −2,035−5.1% | Reduced |
| CI Private Wealth, LLC | 40,203 | $273.0K | 0.00% | +21,443+114.3% | Added |
| Midwest Trust Co | 42,612 | $289.3K | 0.00% | +42,612 | New |
| HRT Financial LP | 42,979 | $291.0K | 0.00% | −206,872−82.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 44,229 | $300.3K | 0.02% | +9,560+27.6% | Added |
| Integrated Wealth Concepts LLC | 44,512 | $302.2K | 0.00% | +44,512 | New |
| First Affirmative Financial Network | 45,096 | $306.2K | 0.16% | +2,699+6.4% | Added |
| Pekin Hardy Strauss, Inc. | 46,125 | $313.2K | 0.04% | +10,000+27.7% | Added |
| Congress Wealth Management LLC | 47,858 | $325.0K | 0.00% | −14,255−23.0% | Reduced |
| Thornburg Investment Management Inc | 48,336 | $328.2K | 0.00% | −123,514−71.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 48,868 | $331.8K | 0.03% | +48,868 | New |
| Ronald Blue Trust, Inc. | 49,848 | $338.5K | 0.00% | +14,501+41.0% | Added |
| Frank, Rimerman Advisors LLC | 50,496 | $342.9K | 0.02% | +50,496 | New |
| Barclays PLC | 51,507 | $349.7K | 0.00% | +19,275+59.8% | Added |
| Advisor Group Holdings, Inc. | 51,913 | $352.5K | 0.00% | −5,739−10.0% | Reduced |
| Spire Wealth Management | 51,946 | $352.7K | 0.01% | +356+0.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 52,033 | $354.7K | 0.00% | +34,198+191.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 56,670 | $384.8K | 0.01% | +56,670 | New |
| Belvedere Trading LLC | 56,789 | $385.6K | 0.03% | +56,789 | New |
| We Are One Seven, LLC | 59,476 | $403.8K | 0.01% | −13,564−18.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 60,500 | $410.8K | 0.00% | 00.0% | Unchanged |
| Nordea Investment Management AB | 63,749 | $426.8K | 0.00% | −6,620−9.4% | Reduced |
| JustInvest LLC | 63,599 | $432.4K | 0.00% | +2,778+4.6% | Added |
| Campbell & CO Investment Adviser LLC | 63,694 | $432.5K | 0.03% | −173,003−73.1% | Reduced |
| Yousif Capital Management, LLC | 63,744 | $432.8K | 0.00% | +5,435+9.3% | Added |
| Sequoia Financial Advisors, LLC | 64,962 | $441.1K | 0.00% | +953+1.5% | Added |
| Wealth Alliance | 67,893 | $461.0K | 0.05% | −884−1.3% | Reduced |
| Naviter Wealth, LLC | 67,899 | $461.5K | 0.06% | +67,899 | New |
| Walleye Trading LLC | 69,510 | $472.0K | 0.01% | +69,510 | New |
| Cerity Partners LLC | 69,826 | $474.1K | 0.00% | +904+1.3% | Added |
| Baldwin Investment Management, LLC | 72,288 | $490.8K | 0.06% | −2,057−2.8% | Reduced |
| Banco Santander, S.A. | 72,812 | $494.4K | 0.00% | −82,983−53.3% | Reduced |
| Westerkirk Capital Inc. | 74,183 | $503.7K | 0.06% | +74,183 | New |
| Johnson Investment Counsel Inc | 75,506 | $512.7K | 0.00% | −290−0.4% | Reduced |
| Bayforest Capital Ltd | 75,513 | $512.7K | 0.22% | +75,513 | New |
| Candriam Luxembourg S.C.A. | 76,725 | $521.0K | 0.00% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 78,100 | $530.3K | 0.01% | +78,100 | New |
| London & Capital Asset Management Ltd | 82,500 | $560.2K | 0.04% | 00.0% | Unchanged |
| M&T Bank Corp | 83,209 | $565.0K | 0.00% | +83,209 | New |
| Brinker Capital Investments, LLC | 87,388 | $593.4K | 0.01% | +15,505+21.6% | Added |
| QRG Capital Management, Inc. | 87,562 | $594.5K | 0.01% | −4,173−4.5% | Reduced |
| Vident Advisory, LLC | 90,033 | $611.3K | 0.01% | +45,131+100.5% | Added |
| Fifth Third Bancorp | 90,559 | $614.9K | 0.00% | +1,295+1.5% | Added |
| Advisors Asset Management, Inc. | 91,291 | $619.9K | 0.01% | +7,085+8.4% | Added |
| Eqis Capital Management, Inc. | 94,830 | $643.9K | 0.05% | +94,830 | New |
| Atria Investments LLC | 95,705 | $649.8K | 0.01% | −70.0% | Reduced |
| Evergreen Capital Management LLC | 97,763 | $670.4K | 0.02% | +97,763 | New |
| Banque Cantonale Vaudoise | 99,000 | $672.0K | 0.03% | +9,000+10.0% | Added |
| Legacy Wealth Asset Management, LLC | 101,128 | $686.7K | 0.17% | −661−0.6% | Reduced |
| Qtron Investments LLC | 101,458 | $688.9K | 0.09% | −58,366−36.5% | Reduced |
| Natural Investments, LLC | 104,216 | $707.0K | 0.18% | +6,280+6.4% | Added |
| Two Sigma Advisers, LP | 104,723 | $711.1K | 0.00% | +81,823+357.3% | Added |
| Handelsbanken Fonder AB | 107,037 | $727.0K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 108,442 | $736.3K | 0.03% | +108,442 | New |
| Mitsubishi UFJ Trust & Banking Corp | 111,931 | $760.0K | 0.00% | −4,008−3.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 115,043 | $781.1K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 118,405 | $804.0K | 0.01% | +12,442+11.7% | Added |
| Solstein Capital, LLC | 119,020 | $808.1K | 0.41% | 00.0% | Unchanged |
| DRW Securities, LLC | 127,452 | $865.4K | 0.06% | +30,633+31.6% | Added |
| Jones Financial Companies LLLP | 131,405 | $870.1K | 0.00% | +11,443+9.5% | Added |
| Groupama Asset Managment | 131,956 | $873.5K | 0.01% | −18,637−12.4% | Reduced |
| Acadian Asset Management LLC | 129,525 | $879.0K | 0.00% | +129,525 | New |
| Nuveen, LLC | 132,985 | $903.0K | 0.00% | −57,637−30.2% | Reduced |
| Deltec Asset Management LLC | 133,650 | $907.5K | 0.16% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 135,521 | $920.2K | 0.00% | −44,000−24.5% | Reduced |
| Mariner, LLC | 135,877 | $922.5K | 0.00% | +9,175+7.2% | Added |
| Ethic Inc. | 139,481 | $923.4K | 0.02% | +5,403+4.0% | Added |
| Sava Infond d.o.o. | 138,600 | $941.1K | 0.15% | 00.0% | Unchanged |
| AQR Capital Management LLC | 141,896 | $963.5K | 0.00% | −2,331,120−94.3% | Reduced |
| Deutsche Bank AG | 149,600 | $1.02M | 0.00% | +149,600 | New |
| Pathstone Holdings, LLC | 149,818 | $1.02M | 0.00% | −2,704−1.8% | Reduced |
| Graham Capital Management, L.P. | 152,554 | $1.04M | 0.03% | +152,554 | New |
| The PNC Financial Services Group, Inc. | 153,169 | $1.04M | 0.00% | +12,807+9.1% | Added |
| Creative Planning | 161,847 | $1.10M | 0.00% | +63,920+65.3% | Added |
| Bank of New York Mellon Corp | 166,705 | $1.13M | 0.00% | −12,317−6.9% | Reduced |