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 |
|---|---|---|---|---|---|
| Pekin Hardy Strauss, Inc. | 46,125 | $313.2K | 0.04% | +10,000+27.7% | Added |
| First Affirmative Financial Network | 45,096 | $306.2K | 0.16% | +2,699+6.4% | Added |
| Integrated Wealth Concepts LLC | 44,512 | $302.2K | 0.00% | +44,512 | New |
| Knights of Columbus Asset Advisors LLC | 44,229 | $300.3K | 0.02% | +9,560+27.6% | Added |
| HRT Financial LP | 42,979 | $291.0K | 0.00% | −206,872−82.8% | Reduced |
| Midwest Trust Co | 42,612 | $289.3K | 0.00% | +42,612 | New |
| CI Private Wealth, LLC | 40,203 | $273.0K | 0.00% | +21,443+114.3% | Added |
| Gould Asset Management LLC | 38,260 | $259.8K | 0.05% | −2,035−5.1% | Reduced |
| Prelude Capital Management, LLC | 38,000 | $258.0K | 0.03% | 00.0% | Unchanged |
| MML Investors Services, LLC | 37,766 | $256.0K | 0.00% | −340−0.9% | Reduced |
| Skopos Labs, Inc. | 37,486 | $254.5K | 0.03% | +19,485+108.2% | Added |
| Metis Global Partners, LLC | 36,711 | $249.3K | 0.01% | +3,512+10.6% | Added |
| Quantinno Capital Management LP | 35,659 | $242.1K | 0.00% | +25,588+254.1% | Added |
| Flputnam Investment Management Co | 34,899 | $237.0K | 0.00% | +14,983+75.2% | Added |
| CIBC World Markets Inc. | 34,323 | $233.1K | 0.00% | +13,190+62.4% | Added |
| Sompo Asset Management Co., Ltd. | 32,298 | $219.3K | 0.04% | −7,720−19.3% | Reduced |
| Fox Run Management, L.L.C. | 31,813 | $216.0K | 0.04% | −10,196−24.3% | Reduced |
| Savant Capital, LLC | 31,796 | $215.9K | 0.00% | +18,438+138.0% | Added |
| HBK Sorce Advisory LLC | 31,648 | $214.9K | 0.01% | −2,433−7.1% | Reduced |
| Stephens Inc | 31,263 | $212.3K | 0.00% | +331+1.1% | Added |
| Squarepoint Ops LLC | 29,975 | $203.5K | 0.00% | +29,975 | New |
| Ballentine Partners, LLC | 29,807 | $202.4K | 0.00% | +11,898+66.4% | Added |
| Allspring Global Investments Holdings, LLC | 29,598 | $201.0K | 0.00% | +4,036+15.8% | Added |
| Insigneo Advisory Services, LLC | 29,183 | $198.2K | 0.02% | +5,536+23.4% | Added |
| Sagespring Wealth Partners, LLC | 28,537 | $193.8K | 0.00% | +9,254+48.0% | Added |
| Neuberger Berman Group LLC | 27,841 | $189.0K | 0.00% | +27,841 | New |
| Ameraudi Asset Management, Inc. | 27,665 | $187.8K | 0.10% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 27,034 | $183.6K | 0.00% | −96−0.4% | Reduced |
| PDS Planning, Inc | 26,474 | $179.8K | 0.01% | +5,574+26.7% | Added |
| Wetherby Asset Management Inc | 26,194 | $177.9K | 0.01% | +26,194 | New |
| Kathmere Capital Management, LLC | 25,790 | $175.1K | 0.01% | +10,624+70.1% | Added |
| Hantz Financial Services, Inc. | 25,807 | $175.0K | 0.00% | +24,273+1,582.3% | Added |
| Stifel Financial Corp | 25,670 | $174.3K | 0.00% | +6,431+33.4% | Added |
| Checchi Capital Advisers, LLC | 24,982 | $169.6K | 0.01% | +190+0.8% | Added |
| Cresset Asset Management, LLC | 22,151 | $153.4K | 0.00% | −3,305−13.0% | Reduced |
| Union Bancaire Privee, UBP SA | 22,000 | $145.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 21,069 | $143.1K | 0.01% | −6,950−24.8% | Reduced |
| United Capital Financial Advisers, LLC | 21,061 | $143.0K | 0.00% | −292−1.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 20,900 | $141.9K | 0.00% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 20,371 | $138.3K | 0.06% | +7,234+55.1% | Added |
| NewEdge Wealth, LLC | 20,127 | $137.5K | 0.00% | −22,138−52.4% | Reduced |
| Ieq Capital, LLC | 20,111 | $136.6K | 0.00% | +8,491+73.1% | Added |
| Cetera Investment Advisers | 19,926 | $135.3K | 0.00% | −2,803−12.3% | Reduced |
| Tower Research Capital LLC (TRC) | 18,831 | $127.9K | 0.00% | +9,696+106.1% | Added |
| Fielder Capital Group LLC | 18,816 | $127.8K | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 18,784 | $127.5K | 0.00% | −5,488−22.6% | Reduced |
| Stratos Wealth Partners, LTD. | 18,050 | $122.6K | 0.00% | −1,206−6.3% | Reduced |
| Aviva PLC | 18,007 | $122.3K | 0.00% | 00.0% | Unchanged |
| Provida Pension Fund Administrator | 17,835 | $121.1K | 0.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 17,823 | $121.0K | 0.01% | +191+1.1% | Added |
| Xponance, Inc. | 17,281 | $117.3K | 0.00% | +118+0.7% | Added |
| Aviso Financial Inc. | 17,270 | $117.3K | 0.01% | +1,010+6.2% | Added |
| West Family Investments, Inc. | 17,245 | $117.1K | 0.03% | +17,245 | New |
| Mercer Global Advisors Inc | 16,875 | $114.6K | 0.00% | −3,451−17.0% | Reduced |
| Hamilton Capital, LLC | 16,790 | $114.0K | 0.01% | +709+4.4% | Added |
| Rehmann Capital Advisory Group | 16,463 | $111.8K | 0.01% | −823−4.8% | Reduced |
| Citadel Advisors LLC | 16,415 | $111.5K | 0.00% | −401,534−96.1% | Reduced |
| Ewa, LLC | 15,529 | $105.4K | 0.03% | −52−0.3% | Reduced |
| Rathbone Brothers plc | 15,400 | $104.6K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 14,797 | $100.5K | 0.01% | +332+2.3% | Added |
| Virtu Financial LLC | 14,310 | $97.0K | 0.00% | −246,479−94.5% | Reduced |
| Coldstream Capital Management Inc | 14,045 | $95.4K | 0.00% | −314−2.2% | Reduced |
| Alta Capital Management LLC | 14,025 | $95.2K | 0.01% | +2,740+24.3% | Added |
| Colony Group, LLC | 13,971 | $94.9K | 0.00% | +13,971 | New |
| Avantax Advisory Services, Inc. | 13,832 | $93.9K | 0.00% | −58−0.4% | Reduced |
| Signaturefd, LLC | 13,530 | $91.9K | 0.00% | +110+0.8% | Added |
| Warren Averett Asset Management, LLC | 13,435 | $91.2K | 0.00% | −1,420−9.6% | Reduced |
| Altfest L J & Co Inc | 13,142 | $89.2K | 0.01% | −5,392−29.1% | Reduced |
| Keybank National Association | 12,920 | $87.7K | 0.00% | −396−3.0% | Reduced |
| Grove Bank & Trust | 12,697 | $86.2K | 0.01% | −154−1.2% | Reduced |
| Massachusetts Financial Services Co | 12,583 | $85.4K | 0.00% | +85+0.7% | Added |
| Merit Financial Group, LLC | 12,431 | $84.4K | 0.00% | +12,431 | New |
| Bank of Montreal | 12,082 | $82.0K | 0.00% | −465−3.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 11,715 | $79.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 11,497 | $78.1K | 0.00% | −1,269−9.9% | Reduced |
| Sunpointe, LLC | 10,777 | $73.8K | 0.03% | −430−3.8% | Reduced |
| Atlas Capital Advisors LLC | 10,759 | $73.1K | 0.01% | +10,298+2,233.8% | Added |
| Parallel Advisors, LLC | 10,195 | $69.2K | 0.00% | +2,455+31.7% | Added |
| Park Avenue Securities LLC | 10,232 | $69.0K | 0.00% | +10,232 | New |
| Investors Research Corp | 9,800 | $66.5K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 9,675 | $65.7K | 0.00% | +9,675 | New |
| GAMMA Investing LLC | 9,667 | $65.6K | 0.00% | +5,167+114.8% | Added |
| Van Eck Associates Corp | 9,611 | $65.0K | 0.00% | +1,373+16.7% | Added |
| Huntington National Bank | 9,362 | $63.6K | 0.00% | −1,160−11.0% | Reduced |
| CWM, LLC | 8,166 | $55.0K | 0.00% | +1,085+15.3% | Added |
| EverSource Wealth Advisors, LLC | 6,966 | $47.3K | 0.00% | +5,355+332.4% | Added |
| MAI Capital Management | 6,092 | $41.4K | 0.00% | +6,092 | New |
| Bruce G. Allen Investments, LLC | 5,257 | $35.7K | 0.03% | −336−6.0% | Reduced |
| Farther Finance Advisors, LLC | 4,318 | $29.3K | 0.00% | +4,201+3,590.6% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 3,959 | $26.0K | 0.00% | −10.0% | Reduced |
| Global Retirement Partners, LLC | 3,248 | $22.1K | 0.00% | +3,248 | New |
| Leonteq Securities AG | 2,806 | $19.1K | 0.00% | −8,523−75.2% | Reduced |
| SRS Capital Advisors, Inc. | 2,759 | $18.7K | 0.00% | +2,759 | New |
| Principal Securities, Inc. | 2,738 | $18.6K | 0.00% | +742+37.2% | Added |
| TD Private Client Wealth LLC | 2,591 | $17.6K | 0.00% | +10.0% | Added |
| Smartleaf Asset Management LLC | 2,539 | $16.8K | 0.00% | +2,539 | New |
| Tortoise Investment Management, LLC | 2,415 | $16.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,180 | $14.8K | 0.00% | −18−0.8% | Reduced |
| Key Financial Inc | 1,749 | $11.9K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 1,531 | $10.9K | 0.00% | +1,531 | New |