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 |
|---|---|---|---|---|---|
| Insigneo Advisory Services, LLC | 42,594 | $312.6K | 0.02% | +13,411+46.0% | Added |
| Thornburg Investment Management Inc | 42,320 | $310.6K | 0.00% | −6,016−12.4% | Reduced |
| Centiva Capital, LP | 41,814 | $306.9K | 0.03% | +41,814 | New |
| CI Private Wealth, LLC | 41,131 | $301.9K | 0.00% | +928+2.3% | Added |
| Segall Bryant & Hamill, LLC | 40,000 | $293.6K | 0.00% | −38,100−48.8% | Reduced |
| Wetherby Asset Management Inc | 39,736 | $291.7K | 0.01% | +13,542+51.7% | Added |
| Flputnam Investment Management Co | 39,664 | $291.1K | 0.00% | +4,765+13.7% | Added |
| Gould Asset Management LLC | 39,590 | $290.6K | 0.05% | +1,330+3.5% | Added |
| MML Investors Services, LLC | 39,358 | $288.9K | 0.00% | +1,592+4.2% | Added |
| Bayforest Capital Ltd | 38,364 | $281.6K | 0.13% | −37,149−49.2% | Reduced |
| Stephens Inc | 36,888 | $270.8K | 0.00% | +5,625+18.0% | Added |
| Cetera Investment Advisers | 35,510 | $260.6K | 0.00% | +15,584+78.2% | Added |
| Johnson Investment Counsel Inc | 35,166 | $258.1K | 0.00% | −40,340−53.4% | Reduced |
| Skopos Labs, Inc. | 36,730 | $243.2K | 0.03% | −756−2.0% | Reduced |
| Metis Global Partners, LLC | 32,207 | $236.4K | 0.01% | −4,504−12.3% | Reduced |
| Farringdon Capital, Ltd. | 31,866 | $233.9K | 0.06% | +31,866 | New |
| Stifel Financial Corp | 31,335 | $230.0K | 0.00% | +5,665+22.1% | Added |
| Savant Capital, LLC | 30,455 | $223.5K | 0.00% | −1,341−4.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,000 | $220.2K | 0.00% | −30,500−50.4% | Reduced |
| Ballentine Partners, LLC | 29,570 | $217.0K | 0.00% | −237−0.8% | Reduced |
| Massachusetts Financial Services Co | 29,219 | $214.5K | 0.00% | +16,636+132.2% | Added |
| HBK Sorce Advisory LLC | 31,142 | $213.9K | 0.01% | −506−1.6% | Reduced |
| Sagespring Wealth Partners, LLC | 28,506 | $209.2K | 0.00% | −31−0.1% | Reduced |
| HighTower Advisors, LLC | 28,139 | $206.5K | 0.00% | +1,105+4.1% | Added |
| Neuberger Berman Group LLC | 27,708 | $203.4K | 0.00% | −133−0.5% | Reduced |
| Kathmere Capital Management, LLC | 26,103 | $191.6K | 0.01% | +313+1.2% | Added |
| Acadian Asset Management LLC | 25,987 | $190.0K | 0.00% | −103,538−79.9% | Reduced |
| Coldstream Capital Management Inc | 25,879 | $190.0K | 0.00% | +11,834+84.3% | Added |
| Allspring Global Investments Holdings, LLC | 26,263 | $188.8K | 0.00% | −3,335−11.3% | Reduced |
| Checchi Capital Advisers, LLC | 24,982 | $183.4K | 0.01% | 00.0% | Unchanged |
| PDS Planning, Inc | 24,597 | $180.5K | 0.01% | −1,877−7.1% | Reduced |
| Vontobel Holding Ltd. | 22,199 | $162.9K | 0.00% | +22,199 | New |
| Cresset Asset Management, LLC | 22,151 | $162.7K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 22,000 | $159.3K | 0.00% | 00.0% | Unchanged |
| Wexford Capital LP | 21,496 | $157.8K | 0.05% | +21,496 | New |
| NewEdge Wealth, LLC | 21,079 | $157.7K | 0.00% | +952+4.7% | Added |
| Fortress Private Ledger, LLC | 21,332 | $156.6K | 0.06% | +961+4.7% | Added |
| United Capital Financial Advisers, LLC | 21,074 | $154.7K | 0.00% | +13+0.1% | Added |
| R Squared Ltd | 20,909 | $153.5K | 0.07% | +20,909 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 20,900 | $153.4K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 20,344 | $149.3K | 0.00% | +20,344 | New |
| Flow Traders U.S. LLC | 20,146 | $148.0K | 0.01% | +20,146 | New |
| Aviso Financial Inc. | 20,106 | $147.6K | 0.01% | +2,836+16.4% | Added |
| Aigen Investment Management, LP | 19,871 | $145.9K | 0.02% | +19,871 | New |
| Bridgefront Capital, LLC | 19,511 | $143.2K | 0.04% | +19,511 | New |
| Captrust Financial Advisors | 19,250 | $141.3K | 0.00% | +466+2.5% | Added |
| Colony Group, LLC | 18,905 | $138.8K | 0.00% | +4,934+35.3% | Added |
| Leonteq Securities AG | 18,878 | $138.6K | 0.01% | +16,072+572.8% | Added |
| Fielder Capital Group LLC | 18,816 | $138.1K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 18,532 | $136.0K | 0.00% | −299−1.6% | Reduced |
| Xponance, Inc. | 18,355 | $134.7K | 0.00% | +1,074+6.2% | Added |
| Aviva PLC | 18,007 | $132.2K | 0.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 17,916 | $131.5K | 0.01% | +93+0.5% | Added |
| Provida Pension Fund Administrator | 17,835 | $130.9K | 0.00% | 00.0% | Unchanged |
| West Family Investments, Inc. | 17,245 | $126.6K | 0.03% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 16,979 | $124.6K | 0.00% | −17,344−50.5% | Reduced |
| Stratos Wealth Partners, LTD. | 16,879 | $123.9K | 0.00% | −1,171−6.5% | Reduced |
| Rehmann Capital Advisory Group | 16,803 | $123.3K | 0.01% | +340+2.1% | Added |
| Transcend Wealth Collective, LLC | 15,734 | $115.5K | 0.01% | +15,734 | New |
| PharVision Advisers, LLC | 15,438 | $113.3K | 0.06% | +15,438 | New |
| Rathbone Brothers plc | 15,400 | $113.0K | 0.00% | 00.0% | Unchanged |
| Ewa, LLC | 15,376 | $112.9K | 0.03% | −153−1.0% | Reduced |
| Mercer Global Advisors Inc | 14,689 | $107.8K | 0.00% | −2,186−13.0% | Reduced |
| Legacy Financial Advisors, Inc. | 14,681 | $107.8K | 0.01% | +14,681 | New |
| Alta Capital Management LLC | 14,025 | $102.9K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 13,687 | $100.0K | 0.00% | +4,076+42.4% | Added |
| Ameraudi Asset Management, Inc. | 13,559 | $99.5K | 0.06% | −14,106−51.0% | Reduced |
| Bank of Montreal | 13,479 | $98.9K | 0.00% | +1,397+11.6% | Added |
| Warren Averett Asset Management, LLC | 13,435 | $98.6K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 12,982 | $95.3K | 0.00% | −16,993−56.7% | Reduced |
| Keybank National Association | 12,920 | $94.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 12,666 | $93.0K | 0.00% | −864−6.4% | Reduced |
| Merit Financial Group, LLC | 12,345 | $90.6K | 0.00% | −86−0.7% | Reduced |
| GWM Advisors LLC | 12,298 | $90.3K | 0.00% | +801+7.0% | Added |
| Mondrian Investment Partners LTD | 12,296 | $90.3K | 0.00% | +12,296 | New |
| Park Avenue Securities LLC | 12,022 | $88.0K | 0.00% | +1,790+17.5% | Added |
| DGS Capital Management, LLC | 11,158 | $81.9K | 0.01% | +11,158 | New |
| Sunpointe, LLC | 10,777 | $79.1K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 10,588 | $77.7K | 0.00% | +393+3.9% | Added |
| Grove Bank & Trust | 10,352 | $76.0K | 0.01% | −2,345−18.5% | Reduced |
| GeoWealth Management, LLC | 10,167 | $74.6K | 0.00% | +492+5.1% | Added |
| Huntington National Bank | 9,803 | $72.0K | 0.00% | +441+4.7% | Added |
| Investors Research Corp | 9,800 | $71.9K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 9,489 | $69.6K | 0.00% | −178−1.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 8,966 | $65.8K | 0.05% | +7,436+486.0% | Added |
| First Horizon Corp | 8,242 | $60.5K | 0.00% | +8,242 | New |
| CWM, LLC | 8,166 | $60.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 7,719 | $56.7K | 0.01% | +7,719 | New |
| EverSource Wealth Advisors, LLC | 6,794 | $49.9K | 0.00% | −172−2.5% | Reduced |
| Rockefeller Capital Management L.P. | 6,778 | $49.8K | 0.00% | +6,778 | New |
| Bruce G. Allen Investments, LLC | 5,257 | $38.6K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,741 | $34.8K | 0.00% | +423+9.8% | Added |
| Global Retirement Partners, LLC | 4,003 | $29.4K | 0.00% | +755+23.2% | Added |
| MAI Capital Management | 3,989 | $29.3K | 0.00% | −2,103−34.5% | Reduced |
| Smartleaf Asset Management LLC | 3,754 | $27.5K | 0.00% | +1,215+47.9% | Added |
| Principal Securities, Inc. | 3,442 | $25.3K | 0.00% | +704+25.7% | Added |
| Mather Group, LLC. | 3,263 | $23.9K | 0.00% | +3,263 | New |
| TD Private Client Wealth LLC | 2,708 | $19.9K | 0.00% | +117+4.5% | Added |
| Tortoise Investment Management, LLC | 2,415 | $17.7K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,824 | $13.4K | 0.00% | +1,224+204.0% | Added |