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, Q3 2025
Institutional positions in Itau Unibanco Holding S.A. as of Sep 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
- 335
- +7 vs. Q2 2025
- Shares held
- 1.20B
- +49.9M (+4.3%) vs. Q2 2025
- Total value
- $8.84B
- +$1.06B (+13.6%) vs. Q2 2025
- New holders
- 40
- 133 more added
- Sold out
- 33
- 106 more reduced
5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Danske Bank A/S | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 4 | $29 | 0.00% | +4 | New |
| National Bank of Canada | 30 | $220 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 49 | $359 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 78 | $560 | 0.00% | +78 | New |
| CGC Financial Services, LLC | 91 | $668 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 117 | $859 | 0.00% | +117 | New |
| Bell Investment Advisors, Inc | 130 | $955 | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 146 | $1.07K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 156 | $1.14K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 162 | $1.19K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 200 | $1.47K | 0.00% | +178+809.1% | Added |
| AdvisorNet Financial, Inc | 265 | $1.95K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 304 | $2.23K | 0.00% | +304 | New |
| Umb Bank N A | 330 | $2.42K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 330 | $2.42K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 356 | $2.61K | 0.00% | +176+97.8% | Added |
| Glen Eagle Advisors, LLC | 370 | $2.72K | 0.00% | +5+1.4% | Added |
| Binnacle Investments Inc | 379 | $2.78K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 404 | $2.97K | 0.00% | +404 | New |
| Advisory Services Network, LLC | 409 | $3.00K | 0.00% | +409 | New |
| Highline Wealth Partners LLC | 526 | $3.86K | 0.00% | +64+13.9% | Added |
| City Holding Co | 535 | $3.93K | 0.00% | +535 | New |
| Clearstead Advisors, LLC | 536 | $3.94K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 581 | $4.00K | 0.00% | +581 | New |
| SRS Capital Advisors, Inc. | 552 | $4.05K | 0.00% | −2,207−80.0% | Reduced |
| Financial Management Professionals, Inc. | 734 | $5.39K | 0.00% | +734 | New |
| NBC Securities, Inc. | 857 | $6.29K | 0.00% | −34−3.8% | Reduced |
| CIBC Private Wealth Group, LLC | 911 | $6.69K | 0.00% | +275+43.2% | Added |
| JFS Wealth Advisors, LLC | 974 | $7.15K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 1,205 | $8.85K | 0.06% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,351 | $9.92K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,378 | $10.1K | 0.00% | +1,378 | New |
| Allworth Financial LP | 1,500 | $11.0K | 0.00% | +620+70.5% | Added |
| Key Financial Inc | 1,749 | $12.6K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,824 | $13.4K | 0.00% | +1,224+204.0% | Added |
| Tortoise Investment Management, LLC | 2,415 | $17.7K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,708 | $19.9K | 0.00% | +117+4.5% | Added |
| Mather Group, LLC. | 3,263 | $23.9K | 0.00% | +3,263 | New |
| Principal Securities, Inc. | 3,442 | $25.3K | 0.00% | +704+25.7% | Added |
| Smartleaf Asset Management LLC | 3,754 | $27.5K | 0.00% | +1,215+47.9% | Added |
| MAI Capital Management | 3,989 | $29.3K | 0.00% | −2,103−34.5% | Reduced |
| Global Retirement Partners, LLC | 4,003 | $29.4K | 0.00% | +755+23.2% | Added |
| Farther Finance Advisors, LLC | 4,741 | $34.8K | 0.00% | +423+9.8% | Added |
| Bruce G. Allen Investments, LLC | 5,257 | $38.6K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 6,778 | $49.8K | 0.00% | +6,778 | New |
| EverSource Wealth Advisors, LLC | 6,794 | $49.9K | 0.00% | −172−2.5% | Reduced |
| Community Bank, N.A. | 7,719 | $56.7K | 0.01% | +7,719 | New |
| CWM, LLC | 8,166 | $60.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 8,242 | $60.5K | 0.00% | +8,242 | New |
| Caitong International Asset Management Co., Ltd | 8,966 | $65.8K | 0.05% | +7,436+486.0% | Added |
| GAMMA Investing LLC | 9,489 | $69.6K | 0.00% | −178−1.8% | Reduced |
| Investors Research Corp | 9,800 | $71.9K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 9,803 | $72.0K | 0.00% | +441+4.7% | Added |
| GeoWealth Management, LLC | 10,167 | $74.6K | 0.00% | +492+5.1% | Added |
| Grove Bank & Trust | 10,352 | $76.0K | 0.01% | −2,345−18.5% | Reduced |
| Parallel Advisors, LLC | 10,588 | $77.7K | 0.00% | +393+3.9% | Added |
| Sunpointe, LLC | 10,777 | $79.1K | 0.03% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 11,158 | $81.9K | 0.01% | +11,158 | New |
| Park Avenue Securities LLC | 12,022 | $88.0K | 0.00% | +1,790+17.5% | Added |
| Mondrian Investment Partners LTD | 12,296 | $90.3K | 0.00% | +12,296 | New |
| GWM Advisors LLC | 12,298 | $90.3K | 0.00% | +801+7.0% | Added |
| Merit Financial Group, LLC | 12,345 | $90.6K | 0.00% | −86−0.7% | Reduced |
| Signaturefd, LLC | 12,666 | $93.0K | 0.00% | −864−6.4% | Reduced |
| Keybank National Association | 12,920 | $94.8K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 12,982 | $95.3K | 0.00% | −16,993−56.7% | Reduced |
| Warren Averett Asset Management, LLC | 13,435 | $98.6K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 13,479 | $98.9K | 0.00% | +1,397+11.6% | Added |
| Ameraudi Asset Management, Inc. | 13,559 | $99.5K | 0.06% | −14,106−51.0% | Reduced |
| Van Eck Associates Corp | 13,687 | $100.0K | 0.00% | +4,076+42.4% | Added |
| Alta Capital Management LLC | 14,025 | $102.9K | 0.01% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 14,681 | $107.8K | 0.01% | +14,681 | New |
| Mercer Global Advisors Inc | 14,689 | $107.8K | 0.00% | −2,186−13.0% | Reduced |
| Ewa, LLC | 15,376 | $112.9K | 0.03% | −153−1.0% | Reduced |
| Rathbone Brothers plc | 15,400 | $113.0K | 0.00% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 15,438 | $113.3K | 0.06% | +15,438 | New |
| Transcend Wealth Collective, LLC | 15,734 | $115.5K | 0.01% | +15,734 | New |
| Rehmann Capital Advisory Group | 16,803 | $123.3K | 0.01% | +340+2.1% | Added |
| Stratos Wealth Partners, LTD. | 16,879 | $123.9K | 0.00% | −1,171−6.5% | Reduced |
| CIBC World Markets Inc. | 16,979 | $124.6K | 0.00% | −17,344−50.5% | Reduced |
| West Family Investments, Inc. | 17,245 | $126.6K | 0.03% | 00.0% | Unchanged |
| Provida Pension Fund Administrator | 17,835 | $130.9K | 0.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 17,916 | $131.5K | 0.01% | +93+0.5% | Added |
| Aviva PLC | 18,007 | $132.2K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 18,355 | $134.7K | 0.00% | +1,074+6.2% | Added |
| Tower Research Capital LLC (TRC) | 18,532 | $136.0K | 0.00% | −299−1.6% | Reduced |
| Fielder Capital Group LLC | 18,816 | $138.1K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 18,878 | $138.6K | 0.01% | +16,072+572.8% | Added |
| Colony Group, LLC | 18,905 | $138.8K | 0.00% | +4,934+35.3% | Added |
| Captrust Financial Advisors | 19,250 | $141.3K | 0.00% | +466+2.5% | Added |
| Bridgefront Capital, LLC | 19,511 | $143.2K | 0.04% | +19,511 | New |
| Aigen Investment Management, LP | 19,871 | $145.9K | 0.02% | +19,871 | New |
| Aviso Financial Inc. | 20,106 | $147.6K | 0.01% | +2,836+16.4% | Added |
| Flow Traders U.S. LLC | 20,146 | $148.0K | 0.01% | +20,146 | New |
| Benjamin Edwards Inc | 20,344 | $149.3K | 0.00% | +20,344 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 20,900 | $153.4K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 20,909 | $153.5K | 0.07% | +20,909 | New |
| United Capital Financial Advisers, LLC | 21,074 | $154.7K | 0.00% | +13+0.1% | Added |
| Fortress Private Ledger, LLC | 21,332 | $156.6K | 0.06% | +961+4.7% | Added |
| NewEdge Wealth, LLC | 21,079 | $157.7K | 0.00% | +952+4.7% | Added |