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 |
|---|---|---|---|---|---|
| Wexford Capital LP | 21,496 | $157.8K | 0.05% | +21,496 | New |
| Union Bancaire Privee, UBP SA | 22,000 | $159.3K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 22,151 | $162.7K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 22,199 | $162.9K | 0.00% | +22,199 | New |
| PDS Planning, Inc | 24,597 | $180.5K | 0.01% | −1,877−7.1% | Reduced |
| Checchi Capital Advisers, LLC | 24,982 | $183.4K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 26,263 | $188.8K | 0.00% | −3,335−11.3% | Reduced |
| Coldstream Capital Management Inc | 25,879 | $190.0K | 0.00% | +11,834+84.3% | Added |
| Acadian Asset Management LLC | 25,987 | $190.0K | 0.00% | −103,538−79.9% | Reduced |
| Kathmere Capital Management, LLC | 26,103 | $191.6K | 0.01% | +313+1.2% | Added |
| Neuberger Berman Group LLC | 27,708 | $203.4K | 0.00% | −133−0.5% | Reduced |
| HighTower Advisors, LLC | 28,139 | $206.5K | 0.00% | +1,105+4.1% | Added |
| Sagespring Wealth Partners, LLC | 28,506 | $209.2K | 0.00% | −31−0.1% | Reduced |
| HBK Sorce Advisory LLC | 31,142 | $213.9K | 0.01% | −506−1.6% | Reduced |
| Massachusetts Financial Services Co | 29,219 | $214.5K | 0.00% | +16,636+132.2% | Added |
| Ballentine Partners, LLC | 29,570 | $217.0K | 0.00% | −237−0.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,000 | $220.2K | 0.00% | −30,500−50.4% | Reduced |
| Savant Capital, LLC | 30,455 | $223.5K | 0.00% | −1,341−4.2% | Reduced |
| Stifel Financial Corp | 31,335 | $230.0K | 0.00% | +5,665+22.1% | Added |
| Farringdon Capital, Ltd. | 31,866 | $233.9K | 0.06% | +31,866 | New |
| Metis Global Partners, LLC | 32,207 | $236.4K | 0.01% | −4,504−12.3% | Reduced |
| Skopos Labs, Inc. | 36,730 | $243.2K | 0.03% | −756−2.0% | Reduced |
| Johnson Investment Counsel Inc | 35,166 | $258.1K | 0.00% | −40,340−53.4% | Reduced |
| Cetera Investment Advisers | 35,510 | $260.6K | 0.00% | +15,584+78.2% | Added |
| Stephens Inc | 36,888 | $270.8K | 0.00% | +5,625+18.0% | Added |
| Bayforest Capital Ltd | 38,364 | $281.6K | 0.13% | −37,149−49.2% | Reduced |
| MML Investors Services, LLC | 39,358 | $288.9K | 0.00% | +1,592+4.2% | Added |
| Gould Asset Management LLC | 39,590 | $290.6K | 0.05% | +1,330+3.5% | Added |
| Flputnam Investment Management Co | 39,664 | $291.1K | 0.00% | +4,765+13.7% | Added |
| Wetherby Asset Management Inc | 39,736 | $291.7K | 0.01% | +13,542+51.7% | Added |
| Segall Bryant & Hamill, LLC | 40,000 | $293.6K | 0.00% | −38,100−48.8% | Reduced |
| CI Private Wealth, LLC | 41,131 | $301.9K | 0.00% | +928+2.3% | Added |
| Centiva Capital, LP | 41,814 | $306.9K | 0.03% | +41,814 | New |
| Thornburg Investment Management Inc | 42,320 | $310.6K | 0.00% | −6,016−12.4% | Reduced |
| Insigneo Advisory Services, LLC | 42,594 | $312.6K | 0.02% | +13,411+46.0% | Added |
| First Affirmative Financial Network | 44,203 | $324.4K | 0.15% | −893−2.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 45,309 | $332.6K | 0.02% | +1,080+2.4% | Added |
| Integrated Wealth Concepts LLC | 46,642 | $342.4K | 0.00% | +2,130+4.8% | Added |
| Walleye Trading LLC | 47,867 | $351.3K | 0.01% | −21,643−31.1% | Reduced |
| Engineers Gate Manager LP | 48,072 | $352.8K | 0.00% | +48,072 | New |
| Pekin Hardy Strauss, Inc. | 49,805 | $365.6K | 0.04% | +3,680+8.0% | Added |
| Ronald Blue Trust, Inc. | 54,379 | $399.1K | 0.00% | +4,531+9.1% | Added |
| Spire Wealth Management | 55,679 | $408.7K | 0.01% | +3,733+7.2% | Added |
| Graham Capital Management, L.P. | 56,463 | $414.4K | 0.02% | −96,091−63.0% | Reduced |
| Nordea Investment Management AB | 56,742 | $414.5K | 0.00% | −7,007−11.0% | Reduced |
| Candriam Luxembourg S.C.A. | 58,264 | $427.7K | 0.00% | −18,461−24.1% | Reduced |
| Ieq Capital, LLC | 58,384 | $428.5K | 0.00% | +38,273+190.3% | Added |
| We Are One Seven, LLC | 58,920 | $432.5K | 0.01% | −556−0.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 59,772 | $438.7K | 0.00% | +7,739+14.9% | Added |
| Belvedere Trading LLC | 61,504 | $451.4K | 0.04% | +4,715+8.3% | Added |
| Guggenheim Capital LLC | 62,420 | $458.2K | 0.00% | −55,985−47.3% | Reduced |
| Yousif Capital Management, LLC | 63,744 | $467.9K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 63,693 | $468.6K | 0.01% | −34,070−34.8% | Reduced |
| Sequoia Financial Advisors, LLC | 65,821 | $483.1K | 0.00% | +859+1.3% | Added |
| Banco Santander, S.A. | 67,787 | $497.6K | 0.00% | −5,025−6.9% | Reduced |
| Wealth Alliance | 67,971 | $498.9K | 0.05% | +78+0.1% | Added |
| Barclays PLC | 69,040 | $506.8K | 0.00% | +17,533+34.0% | Added |
| JustInvest LLC | 70,015 | $514.5K | 0.01% | +6,416+10.1% | Added |
| Cerity Partners LLC | 70,616 | $518.3K | 0.00% | +790+1.1% | Added |
| Baldwin Investment Management, LLC | 72,288 | $530.6K | 0.06% | 00.0% | Unchanged |
| Jane Street Group, LLC | 75,030 | $550.2K | 0.00% | −583,826−88.6% | Reduced |
| QRG Capital Management, Inc. | 75,140 | $551.5K | 0.01% | −12,422−14.2% | Reduced |
| Naviter Wealth, LLC | 75,207 | $552.3K | 0.06% | +7,308+10.8% | Added |
| AQR Capital Management LLC | 77,813 | $571.1K | 0.00% | −64,083−45.2% | Reduced |
| Qtron Investments LLC | 79,998 | $587.2K | 0.07% | −21,460−21.2% | Reduced |
| Hantz Financial Services, Inc. | 82,054 | $602.0K | 0.01% | +56,247+218.0% | Added |
| Fifth Third Bancorp | 82,493 | $605.5K | 0.00% | −8,066−8.9% | Reduced |
| London & Capital Asset Management Ltd | 82,500 | $605.5K | 0.04% | 00.0% | Unchanged |
| US Bancorp | 82,658 | $606.7K | 0.00% | −172,131−67.6% | Reduced |
| First Trust Advisors LP | 83,316 | $611.5K | 0.00% | −273,151−76.6% | Reduced |
| CAPROCK Group, Inc. | 84,197 | $613.5K | 0.02% | +84,197 | New |
| Advisor Group Holdings, Inc. | 87,016 | $632.2K | 0.00% | +35,103+67.6% | Added |
| Balyasny Asset Management LLC | 87,347 | $641.1K | 0.00% | −463,211−84.1% | Reduced |
| DRW Securities, LLC | 90,960 | $673.5K | 0.03% | −36,492−28.6% | Reduced |
| Banque Cantonale Vaudoise | 99,000 | $727.0K | 0.03% | 00.0% | Unchanged |
| Atria Investments LLC | 100,523 | $737.8K | 0.01% | +4,818+5.0% | Added |
| Legacy Wealth Asset Management, LLC | 102,216 | $750.3K | 0.18% | +1,088+1.1% | Added |
| Natural Investments, LLC | 104,087 | $763.0K | 0.19% | −129−0.1% | Reduced |
| Brinker Capital Investments, LLC | 105,131 | $771.7K | 0.01% | +17,743+20.3% | Added |
| Handelsbanken Fonder AB | 107,037 | $786.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 109,331 | $802.5K | 0.00% | −2,600−2.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 115,042 | $844.4K | 0.00% | −10.0% | Reduced |
| SG Americas Securities, LLC | 115,416 | $847.0K | 0.00% | +115,416 | New |
| Vise Technologies, Inc. | 115,548 | $848.1K | 0.03% | +7,106+6.6% | Added |
| Frank, Rimerman Advisors LLC | 117,838 | $864.9K | 0.06% | +67,342+133.4% | Added |
| Solstein Capital, LLC | 119,020 | $873.6K | 0.40% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 120,452 | $884.1K | 0.07% | +56,758+89.1% | Added |
| Standard Life Aberdeen plc | 123,242 | $903.4K | 0.00% | −101,024−45.0% | Reduced |
| Sava Infond d.o.o. | 125,400 | $920.4K | 0.13% | −13,200−9.5% | Reduced |
| Nuveen, LLC | 130,974 | $961.3K | 0.00% | −2,011−1.5% | Reduced |
| Groupama Asset Managment | 131,956 | $968.6K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 135,358 | $980.2K | 0.00% | +3,953+3.0% | Added |
| Deltec Asset Management LLC | 133,650 | $981.0K | 0.16% | 00.0% | Unchanged |
| Mariner, LLC | 135,843 | $997.1K | 0.00% | −340.0% | Reduced |
| Mackenzie Financial Corp | 136,061 | $998.7K | 0.00% | +540+0.4% | Added |
| UBS Asset Management Americas Inc | 139,780 | $1.03M | 0.00% | −50,704−26.6% | Reduced |
| TT International Asset Management LTD | 140,000 | $1.03M | 0.20% | +140,000 | New |
| Quantinno Capital Management LP | 144,571 | $1.06M | 0.00% | +108,912+305.4% | Added |
| Advisors Asset Management, Inc. | 145,914 | $1.07M | 0.02% | +54,623+59.8% | Added |
| Pathstone Holdings, LLC | 148,517 | $1.09M | 0.00% | −1,301−0.9% | Reduced |