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 |
|---|---|---|---|---|---|
| Caitong International Asset Management Co., Ltd | 1,530 | $10.4K | 0.01% | +1,442+1,638.6% | Added |
| WealthCollab, LLC | 1,351 | $9.17K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,218 | $8.27K | 0.00% | +1,218 | New |
| Mizuho Securities Co. Ltd. | 1,205 | $8.18K | 0.03% | +1,205 | New |
| TSFG, LLC | 1,000 | $7.00K | 0.00% | +1,000 | New |
| Whipplewood Advisors, LLC | 1,022 | $6.94K | 0.00% | +155+17.9% | Added |
| JFS Wealth Advisors, LLC | 974 | $6.61K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 891 | $6.00K | 0.00% | −8−0.9% | Reduced |
| Allworth Financial LP | 880 | $5.98K | 0.00% | +321+57.4% | Added |
| Sierra Ocean, LLC | 798 | $5.42K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 730 | $4.96K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 636 | $4.32K | 0.00% | −439−40.8% | Reduced |
| Assetmark, Inc | 600 | $4.07K | 0.00% | +600 | New |
| Clearstead Advisors, LLC | 536 | $3.64K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 462 | $3.14K | 0.00% | +269+139.4% | Added |
| Brown Brothers Harriman & Co | 424 | $2.88K | 0.00% | +424 | New |
| Beacon Capital Management, LLC | 394 | $2.67K | 0.00% | +1+0.3% | Added |
| Binnacle Investments Inc | 379 | $2.57K | 0.00% | −1−0.3% | Reduced |
| Glen Eagle Advisors, LLC | 365 | $2.48K | 0.00% | +1+0.3% | Added |
| 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 |
| First Horizon Advisors, Inc. | 313 | $2.13K | 0.00% | −1−0.3% | Reduced |
| AdvisorNet Financial, Inc | 265 | $1.80K | 0.00% | −11−4.0% | Reduced |
| Raffa Wealth Management, LLC | 180 | $1.22K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 162 | $1.10K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 156 | $1.06K | 0.00% | +156 | New |
| Kimelman & Baird, LLC | 146 | $992 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 130 | $883 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 91 | $618 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 49 | $332 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 30 | $204 | 0.00% | +30 | New |
| Northwestern Mutual Wealth Management Co | 22 | $149 | 0.00% | −573−96.3% | Reduced |
| Danske Bank A/S | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 0 | $0 | 0.00% | −59,401−100.0% | Sold out |
| TT International Asset Management LTD | 0 | $0 | 0.00% | −3,241,085−100.0% | Sold out |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −1,304,671−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −639,180−100.0% | Sold out |
| Constellation Investimentos e Participacoes Ltda | 0 | $0 | 0.00% | −400,590−100.0% | Sold out |
| Mirabaud Asset Management Ltd | 0 | $0 | 0.00% | −181,044−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −167,864−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −127,546−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −100,800−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −82,764−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −70,112−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −44,418−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −43,909−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −34,848−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −25,561−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −17,987−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −16,168−100.0% | Sold out |
| May Hill Capital, LLC | 0 | $0 | 0.00% | −15,483−100.0% | Sold out |
| Sivia Capital Partners, LLC | 0 | $0 | 0.00% | −14,426−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −12,895−100.0% | Sold out |
| Tuttle Tactical Management | 0 | $0 | 0.00% | −12,252−100.0% | Sold out |
| National Philanthropic Trust | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −10,193−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −5,801−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −3,263−100.0% | Sold out |
| Glass Jacobson Investment Advisors llc | 0 | $0 | 0.00% | −526−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −336−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −239−100.0% | Sold out |
| Mondrian Investment Partners LTD | – | – | – | – | Not filed |
| Orion Portfolio Solutions, LLC | – | – | – | – | Not filed |
| CAPROCK Group, Inc. | – | – | – | – | Not filed |
| Schechter Investment Advisors, LLC | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |
| Credit Agricole S A | – | – | – | – | Not filed |