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 |
|---|---|---|---|---|---|
| Key Financial Inc | 1,749 | $12.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,500 | $11.0K | 0.00% | +620+70.5% | Added |
| Walleye Capital LLC | 1,378 | $10.1K | 0.00% | +1,378 | New |
| WealthCollab, LLC | 1,351 | $9.92K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 1,205 | $8.85K | 0.06% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 974 | $7.15K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 911 | $6.69K | 0.00% | +275+43.2% | Added |
| NBC Securities, Inc. | 857 | $6.29K | 0.00% | −34−3.8% | Reduced |
| Financial Management Professionals, Inc. | 734 | $5.39K | 0.00% | +734 | New |
| SRS Capital Advisors, Inc. | 552 | $4.05K | 0.00% | −2,207−80.0% | Reduced |
| Bessemer Group Inc | 581 | $4.00K | 0.00% | +581 | New |
| Clearstead Advisors, LLC | 536 | $3.94K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 535 | $3.93K | 0.00% | +535 | New |
| Highline Wealth Partners LLC | 526 | $3.86K | 0.00% | +64+13.9% | Added |
| Advisory Services Network, LLC | 409 | $3.00K | 0.00% | +409 | New |
| Asset Dedication, LLC | 404 | $2.97K | 0.00% | +404 | New |
| Binnacle Investments Inc | 379 | $2.78K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 370 | $2.72K | 0.00% | +5+1.4% | Added |
| Raffa Wealth Management, LLC | 356 | $2.61K | 0.00% | +176+97.8% | Added |
| 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 |
| JPL Wealth Management, LLC | 304 | $2.23K | 0.00% | +304 | New |
| AdvisorNet Financial, Inc | 265 | $1.95K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 200 | $1.47K | 0.00% | +178+809.1% | Added |
| Hollencrest Capital Management | 162 | $1.19K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 156 | $1.14K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 146 | $1.07K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 130 | $955 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 117 | $859 | 0.00% | +117 | New |
| CGC Financial Services, LLC | 91 | $668 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 78 | $560 | 0.00% | +78 | New |
| Perkins Coie Trust Co | 49 | $359 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 30 | $220 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 4 | $29 | 0.00% | +4 | New |
| Danske Bank A/S | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −1,430,425−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −1,080,148−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −656,137−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −655,226−100.0% | Sold out |
| Zeno Equity Partners LLP | 0 | $0 | 0.00% | −556,222−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −400,851−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −229,199−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −149,600−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −94,830−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −83,209−100.0% | Sold out |
| Westerkirk Capital Inc. | 0 | $0 | 0.00% | −74,183−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −56,670−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −48,868−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −42,979−100.0% | Sold out |
| Midwest Trust Co | 0 | $0 | 0.00% | −42,612−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −38,000−100.0% | Sold out |
| Sompo Asset Management Co., Ltd. | 0 | $0 | 0.00% | −32,298−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −31,813−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −16,415−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −14,797−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −14,310−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −13,142−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −11,715−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −3,959−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −2,180−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,531−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −1,218−100.0% | Sold out |
| TSFG, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −1,022−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −798−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −730−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −424−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −394−100.0% | Sold out |
| Congress Wealth Management LLC | – | – | – | – | Not filed |
| Hamilton Capital, LLC | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Atlas Capital Advisors LLC | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |