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, Q4 2025
Institutional positions in Itau Unibanco Holding S.A. as of Dec 31, 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
- 383
- +52 vs. Q3 2025
- Shares held
- 1.22B
- +14.1M (+1.2%) vs. Q3 2025
- Total value
- $8.72B
- −$112.4M (−1.3%) vs. Q3 2025
- New holders
- 78
- 217 more added
- Sold out
- 26
- 82 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q3 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% | 00.0% | Unchanged |
| National Bank of Canada | 30 | $215 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 39 | $280 | 0.00% | +39 | New |
| Perkins Coie Trust Co | 50 | $358 | 0.00% | +1+2.0% | Added |
| Triumph Capital Management | 59 | $422 | 0.00% | +59 | New |
| UMA Financial Services, Inc. | 70 | $502 | 0.00% | +70 | New |
| Turning Point Benefit Group, Inc. | 80 | $575 | 0.00% | +2+2.6% | Added |
| CGC Financial Services, LLC | 93 | $666 | 0.00% | +2+2.2% | Added |
| Root Financial Partners, LLC | 113 | $809 | 0.00% | +113 | New |
| True Wealth Design, LLC | 121 | $863 | 0.00% | +4+3.4% | Added |
| Kimelman & Baird, LLC | 150 | $1.08K | 0.00% | +4+2.7% | Added |
| Central Trust Co | 150 | $1.08K | 0.00% | +150 | New |
| Hollencrest Capital Management | 166 | $1.19K | 0.00% | +4+2.5% | Added |
| Private Trust Co NA | 228 | $1.63K | 0.00% | +228 | New |
| IMA Wealth, Inc. | 238 | $1.70K | 0.00% | +238 | New |
| Northwestern Mutual Wealth Management Co | 265 | $1.90K | 0.00% | +65+32.5% | Added |
| AdvisorNet Financial, Inc | 272 | $1.95K | 0.00% | +7+2.6% | Added |
| Federation des caisses Desjardins du Quebec | 339 | $2.43K | 0.00% | +9+2.7% | Added |
| Tompkins Financial Corp | 379 | $2.71K | 0.00% | +379 | New |
| Glen Eagle Advisors, LLC | 397 | $2.85K | 0.00% | +27+7.3% | Added |
| Asset Dedication, LLC | 416 | $2.98K | 0.00% | +12+3.0% | Added |
| Bessemer Group Inc | 392 | $3.00K | 0.00% | −189−32.5% | Reduced |
| SageView Advisory Group, LLC | 456 | $3.27K | 0.00% | +456 | New |
| City Holding Co | 535 | $3.83K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 539 | $3.86K | 0.00% | +13+2.5% | Added |
| CIBC Private Wealth Group, LLC | 540 | $3.86K | 0.00% | −371−40.7% | Reduced |
| Clearstead Advisors, LLC | 552 | $3.95K | 0.00% | +16+3.0% | Added |
| Bravera Wealth | 586 | $4.20K | 0.00% | +586 | New |
| Maseco LLP | 644 | $4.61K | 0.00% | +644 | New |
| Financial Management Professionals, Inc. | 756 | $5.42K | 0.00% | +22+3.0% | Added |
| Raffa Wealth Management, LLC | 794 | $5.68K | 0.00% | +438+123.0% | Added |
| Ancora Advisors, LLC | 812 | $5.81K | 0.00% | +812 | New |
| Acumen Wealth Advisors, LLC | 820 | $5.93K | 0.00% | +820 | New |
| NBC Securities, Inc. | 834 | $5.97K | 0.00% | −23−2.7% | Reduced |
| JFS Wealth Advisors, LLC | 1,003 | $7.18K | 0.00% | +29+3.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,254 | $8.98K | 0.00% | +1,254 | New |
| Quantbot Technologies LP | 1,266 | $9.06K | 0.00% | +1,266 | New |
| WealthCollab, LLC | 1,391 | $9.96K | 0.00% | +40+3.0% | Added |
| Allworth Financial LP | 1,464 | $10.5K | 0.00% | −36−2.4% | Reduced |
| Bell Investment Advisors, Inc | 1,465 | $10.5K | 0.00% | +1,335+1,026.9% | Added |
| Umb Bank N A | 1,741 | $12.5K | 0.00% | +1,411+427.6% | Added |
| Key Financial Inc | 1,801 | $12.9K | 0.00% | +52+3.0% | Added |
| Assetmark, Inc | 2,407 | $17.2K | 0.00% | +583+32.0% | Added |
| TD Private Client Wealth LLC | 2,659 | $19.0K | 0.00% | −49−1.8% | Reduced |
| Brown Brothers Harriman & Co | 2,938 | $21.0K | 0.00% | +2,938 | New |
| UBS Asset Management Americas Inc | 3,818 | $27.3K | 0.00% | −135,962−97.3% | Reduced |
| Basecamp Wealth Advisors LLC | 3,999 | $28.6K | 0.01% | +3,999 | New |
| MAI Capital Management | 4,108 | $29.4K | 0.00% | +119+3.0% | Added |
| Smartleaf Asset Management LLC | 4,255 | $30.6K | 0.00% | +501+13.3% | Added |
| Kestra Advisory Services, LLC | 4,299 | $30.8K | 0.00% | +4,299 | New |
| Bruce G. Allen Investments, LLC | 4,965 | $35.5K | 0.02% | −292−5.6% | Reduced |
| Farther Finance Advisors, LLC | 6,642 | $47.6K | 0.00% | +1,901+40.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,680 | $55.0K | 0.01% | +7,680 | New |
| Community Bank, N.A. | 7,950 | $56.9K | 0.01% | +231+3.0% | Added |
| EverSource Wealth Advisors, LLC | 8,135 | $58.2K | 0.00% | +1,341+19.7% | Added |
| CWM, LLC | 8,760 | $63.0K | 0.00% | +594+7.3% | Added |
| FNY Investment Advisers, LLC | 9,846 | $70.0K | 0.02% | +9,846 | New |
| Syon Capital LLC | 10,021 | $71.8K | 0.00% | +10,021 | New |
| Investors Research Corp | 10,091 | $72.3K | 0.01% | +291+3.0% | Added |
| Sivia Capital Partners, LLC | 10,190 | $73.0K | 0.01% | +10,190 | New |
| DGS Capital Management, LLC | 10,202 | $73.0K | 0.01% | −956−8.6% | Reduced |
| Drive Wealth Management, LLC | 10,215 | $73.2K | 0.01% | +10,215 | New |
| Grove Bank & Trust | 10,264 | $73.5K | 0.01% | −88−0.9% | Reduced |
| SRS Capital Advisors, Inc. | 10,314 | $73.9K | 0.00% | +9,762+1,768.5% | Added |
| Tower Research Capital LLC (TRC) | 10,320 | $73.9K | 0.00% | −8,212−44.3% | Reduced |
| Ascent Group, LLC | 10,363 | $74.2K | 0.00% | +10,363 | New |
| HighPoint Advisor Group LLC | 10,375 | $74.3K | 0.00% | +10,375 | New |
| Huntington National Bank | 10,895 | $78.0K | 0.00% | +1,092+11.1% | Added |
| Parallel Advisors, LLC | 11,547 | $82.7K | 0.00% | +959+9.1% | Added |
| Bridgefront Capital, LLC | 11,681 | $83.6K | 0.02% | −7,830−40.1% | Reduced |
| GWM Advisors LLC | 12,088 | $86.5K | 0.00% | −210−1.7% | Reduced |
| Aquatic Capital Management LLC | 12,533 | $89.7K | 0.00% | +12,533 | New |
| Merit Financial Group, LLC | 12,559 | $89.9K | 0.00% | +214+1.7% | Added |
| Alta Capital Management LLC | 12,971 | $92.9K | 0.01% | −1,054−7.5% | Reduced |
| Signaturefd, LLC | 13,190 | $94.4K | 0.00% | +524+4.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,390 | $95.9K | 0.00% | −16,610−55.4% | Reduced |
| GAMMA Investing LLC | 13,439 | $96.2K | 0.00% | +3,950+41.6% | Added |
| Flatrock Wealth Partners LLC | 13,596 | $98.3K | 0.05% | +13,596 | New |
| Warren Averett Asset Management, LLC | 14,117 | $101.1K | 0.00% | +682+5.1% | Added |
| Ewa, LLC | 14,403 | $103.1K | 0.03% | −973−6.3% | Reduced |
| Stratos Wealth Partners, LTD. | 14,471 | $103.6K | 0.00% | −2,408−14.3% | Reduced |
| Rathbone Brothers plc | 15,862 | $113.6K | 0.00% | +462+3.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,882 | $113.7K | 0.00% | +15,882 | New |
| Bayforest Capital Ltd | 15,967 | $114.3K | 0.09% | −22,397−58.4% | Reduced |
| Athena Wealth Management, LLC | 16,074 | $115.1K | 0.11% | +16,074 | New |
| Xponance, Inc. | 16,193 | $115.9K | 0.00% | −2,162−11.8% | Reduced |
| Evergreen Capital Management LLC | 16,185 | $117.0K | 0.00% | −47,508−74.6% | Reduced |
| Mondrian Investment Partners LTD | 16,471 | $117.9K | 0.00% | +4,175+34.0% | Added |
| First Horizon Corp | 16,873 | $120.8K | 0.01% | +8,631+104.7% | Added |
| May Hill Capital, LLC | 17,331 | $124.1K | 0.03% | +17,331 | New |
| Van Eck Associates Corp | 17,602 | $126.0K | 0.00% | +3,915+28.6% | Added |
| Mercer Global Advisors Inc | 17,607 | $126.1K | 0.00% | +2,918+19.9% | Added |
| West Family Investments, Inc. | 17,760 | $127.2K | 0.03% | +515+3.0% | Added |
| Aviva PLC | 18,547 | $132.8K | 0.00% | +540+3.0% | Added |
| Hilltop Holdings Inc. | 18,957 | $135.7K | 0.01% | +1,041+5.8% | Added |
| Hamilton Capital, LLC | 18,983 | $135.9K | 0.01% | +18,983 | New |
| Bayesian Capital Management, LP | 19,128 | $137.0K | 0.31% | +19,128 | New |
| Fielder Capital Group LLC | 19,380 | $138.8K | 0.03% | +564+3.0% | Added |
| Tudor Investment Corp Et Al | 19,597 | $140.3K | 0.00% | +19,597 | New |