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 |
|---|---|---|---|---|---|
| R Squared Ltd | 19,605 | $140.4K | 0.07% | −1,304−6.2% | Reduced |
| Frec Markets, Inc. | 20,135 | $144.2K | 0.04% | +20,135 | New |
| LGT Group Foundation | 20,391 | $146.8K | 0.00% | +20,391 | New |
| Captrust Financial Advisors | 20,684 | $148.1K | 0.00% | +1,434+7.4% | Added |
| Colony Group, LLC | 21,029 | $152.0K | 0.00% | +2,124+11.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 21,527 | $154.1K | 0.00% | +627+3.0% | Added |
| NewEdge Wealth, LLC | 21,670 | $155.2K | 0.00% | +591+2.8% | Added |
| SPX Equities Gestao de Recursos Ltda | 22,194 | $158.9K | 0.02% | −1,651,888−98.7% | Reduced |
| Aviso Financial Inc. | 22,241 | $159.2K | 0.01% | +2,135+10.6% | Added |
| United Capital Financial Advisers, LLC | 22,643 | $162.1K | 0.00% | +1,569+7.4% | Added |
| Union Bancaire Privee, UBP SA | 22,660 | $163.2K | 0.00% | +660+3.0% | Added |
| Cresset Asset Management, LLC | 22,815 | $163.4K | 0.00% | +664+3.0% | Added |
| Transcend Wealth Collective, LLC | 23,193 | $166.1K | 0.01% | +7,459+47.4% | Added |
| PharVision Advisers, LLC | 23,256 | $166.5K | 0.08% | +7,818+50.6% | Added |
| Park Avenue Securities LLC | 23,388 | $167.0K | 0.00% | +11,366+94.5% | Added |
| Navi International - Administradora e Gestora de Recursos Financeiros Ltda. | 24,298 | $174.0K | 0.11% | +24,298 | New |
| Coldstream Capital Management Inc | 25,003 | $179.0K | 0.00% | −876−3.4% | Reduced |
| PDS Planning, Inc | 25,422 | $182.0K | 0.01% | +825+3.4% | Added |
| Checchi Capital Advisers, LLC | 26,012 | $186.2K | 0.01% | +1,030+4.1% | Added |
| Kathmere Capital Management, LLC | 26,776 | $191.7K | 0.01% | +673+2.6% | Added |
| Benjamin Edwards Inc | 27,209 | $194.7K | 0.00% | +6,865+33.7% | Added |
| Neuberger Berman Group LLC | 27,949 | $200.1K | 0.00% | +241+0.9% | Added |
| Clear Street Markets LLC | 29,097 | $208.3K | 0.04% | +29,097 | New |
| Atlas Capital Advisors LLC | 29,921 | $214.2K | 0.02% | +29,921 | New |
| HighTower Advisors, LLC | 29,924 | $214.3K | 0.00% | +1,785+6.3% | Added |
| Aaron Wealth Advisors | 30,188 | $216.1K | 0.01% | +30,188 | New |
| Sagespring Wealth Partners, LLC | 31,162 | $223.1K | 0.00% | +2,656+9.3% | Added |
| Winton Group Ltd | 31,236 | $223.7K | 0.01% | +31,236 | New |
| Toroso Investments, LLC | 31,404 | $224.9K | 0.00% | +31,404 | New |
| Federated Hermes, Inc. | 31,849 | $228.0K | 0.00% | +31,849 | New |
| Metis Global Partners, LLC | 32,774 | $234.7K | 0.01% | +567+1.8% | Added |
| Cetera Investment Advisers | 32,943 | $235.9K | 0.00% | −2,567−7.2% | Reduced |
| Savant Capital, LLC | 33,172 | $237.5K | 0.00% | +2,717+8.9% | Added |
| Bank of Montreal | 33,276 | $238.3K | 0.00% | +19,797+146.9% | Added |
| Vontobel Holding Ltd. | 33,474 | $239.7K | 0.00% | +11,275+50.8% | Added |
| J.Safra Asset Management Corp | 34,329 | $245.8K | 0.01% | +34,329 | New |
| Scientech Research LLC | 34,667 | $248.2K | 0.16% | +34,667 | New |
| Banco Santander, S.A. | 34,774 | $249.0K | 0.00% | −33,013−48.7% | Reduced |
| Leonteq Securities AG | 34,888 | $249.8K | 0.01% | +16,010+84.8% | Added |
| Insigneo Advisory Services, LLC | 35,136 | $251.6K | 0.02% | −7,458−17.5% | Reduced |
| SG Americas Securities, LLC | 35,395 | $253.0K | 0.00% | −80,021−69.3% | Reduced |
| Ballentine Partners, LLC | 35,716 | $255.7K | 0.00% | +6,146+20.8% | Added |
| Fortress Private Ledger, LLC | 36,232 | $259.4K | 0.09% | +14,900+69.8% | Added |
| Allspring Global Investments Holdings, LLC | 36,008 | $260.3K | 0.00% | +9,745+37.1% | Added |
| Tuttle Tactical Management | 36,969 | $264.7K | 0.59% | +36,969 | New |
| Stephens Inc | 39,012 | $279.3K | 0.00% | +2,124+5.8% | Added |
| HBK Sorce Advisory LLC | 32,055 | $288.2K | 0.01% | +913+2.9% | Added |
| Rockefeller Capital Management L.P. | 40,594 | $290.7K | 0.00% | +33,816+498.9% | Added |
| Gould Asset Management LLC | 40,777 | $292.0K | 0.05% | +1,187+3.0% | Added |
| Flputnam Investment Management Co | 41,919 | $300.1K | 0.00% | +2,255+5.7% | Added |
| Caitong International Asset Management Co., Ltd | 42,738 | $306.0K | 0.07% | +33,772+376.7% | Added |
| Thornburg Investment Management Inc | 42,993 | $307.8K | 0.00% | +673+1.6% | Added |
| Aigen Investment Management, LP | 43,916 | $314.4K | 0.07% | +24,045+121.0% | Added |
| Knights of Columbus Asset Advisors LLC | 46,666 | $334.1K | 0.02% | +1,357+3.0% | Added |
| Johnson Investment Counsel Inc | 47,807 | $342.3K | 0.00% | +12,641+35.9% | Added |
| Candriam Luxembourg S.C.A. | 47,829 | $342.5K | 0.00% | −10,435−17.9% | Reduced |
| Stifel Financial Corp | 47,907 | $343.0K | 0.00% | +16,572+52.9% | Added |
| Fairtree Asset Management (Pty) Ltd | 49,127 | $351.7K | 0.16% | +49,127 | New |
| Pekin Hardy Strauss, Inc. | 51,326 | $367.5K | 0.03% | +1,521+3.1% | Added |
| Nordea Investment Management AB | 51,580 | $369.6K | 0.00% | −5,162−9.1% | Reduced |
| Engineers Gate Manager LP | 51,706 | $370.2K | 0.00% | +3,634+7.6% | Added |
| MML Investors Services, LLC | 52,393 | $375.1K | 0.00% | +13,035+33.1% | Added |
| Ronald Blue Trust, Inc. | 52,927 | $379.0K | 0.00% | −1,452−2.7% | Reduced |
| Integrated Wealth Concepts LLC | 53,299 | $381.6K | 0.00% | +6,657+14.3% | Added |
| CI Private Wealth, LLC | 55,542 | $398.0K | 0.00% | +14,411+35.0% | Added |
| Spire Wealth Management | 60,161 | $430.8K | 0.01% | +4,482+8.0% | Added |
| Guggenheim Capital LLC | 61,028 | $437.0K | 0.00% | −1,392−2.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 64,054 | $458.6K | 0.00% | +4,282+7.2% | Added |
| We Are One Seven, LLC | 64,213 | $459.8K | 0.01% | +5,293+9.0% | Added |
| Qtron Investments LLC | 67,614 | $484.1K | 0.06% | −12,384−15.5% | Reduced |
| Sequoia Financial Advisors, LLC | 67,901 | $486.2K | 0.00% | +2,080+3.2% | Added |
| Yousif Capital Management, LLC | 65,655 | $489.1K | 0.01% | +1,911+3.0% | Added |
| Cerity Partners LLC | 69,098 | $494.7K | 0.00% | −1,518−2.1% | Reduced |
| Shelton Capital Management | 70,328 | $503.5K | 0.01% | +70,328 | New |
| Wealth Alliance | 71,025 | $508.5K | 0.05% | +3,054+4.5% | Added |
| Naviter Wealth, LLC | 71,716 | $513.7K | 0.07% | −3,491−4.6% | Reduced |
| CIBC World Markets Inc. | 72,729 | $520.7K | 0.00% | +55,750+328.3% | Added |
| Global Retirement Partners, LLC | 72,748 | $520.9K | 0.01% | +68,745+1,717.3% | Added |
| Baldwin Investment Management, LLC | 74,449 | $533.1K | 0.06% | +2,161+3.0% | Added |
| M&T Bank Corp | 74,468 | $533.2K | 0.00% | +74,468 | New |
| Laird Norton Trust Company, LLC | 77,579 | $555.7K | 0.01% | +77,579 | New |
| Pavaki Capital Management LLC | 82,400 | $590.0K | 0.41% | +82,400 | New |
| JustInvest LLC | 84,297 | $603.6K | 0.01% | +14,282+20.4% | Added |
| London & Capital Asset Management Ltd | 84,975 | $608.8K | 0.01% | +2,475+3.0% | Added |
| Advisor Group Holdings, Inc. | 86,737 | $621.0K | 0.00% | −279−0.3% | Reduced |
| US Bancorp | 87,276 | $624.9K | 0.00% | +4,618+5.6% | Added |
| Fifth Third Bancorp | 88,243 | $631.8K | 0.00% | +5,750+7.0% | Added |
| CAPROCK Group, Inc. | 91,035 | $652.1K | 0.01% | +6,838+8.1% | Added |
| TT International Asset Management LTD | 115,360 | $654.0K | 0.14% | −24,640−17.6% | Reduced |
| Bluefin Capital Management, LLC | 92,698 | $663.7K | 0.19% | +92,698 | New |
| Mirabella Financial Services LLP | 95,522 | $683.9K | 0.07% | +95,522 | New |
| First Trust Advisors LP | 100,969 | $722.9K | 0.00% | +17,653+21.2% | Added |
| Massachusetts Financial Services Co | 101,084 | $723.8K | 0.00% | +71,865+246.0% | Added |
| AQR Capital Management LLC | 101,449 | $726.4K | 0.00% | +23,636+30.4% | Added |
| Ieq Capital, LLC | 101,861 | $729.3K | 0.00% | +43,477+74.5% | Added |
| QRG Capital Management, Inc. | 102,205 | $731.8K | 0.01% | +27,065+36.0% | Added |
| Gsa Capital Partners LLP | 102,987 | $737.0K | 0.06% | +102,987 | New |
| Legacy Wealth Asset Management, LLC | 103,422 | $740.5K | 0.18% | +1,206+1.2% | Added |
| Brinker Capital Investments, LLC | 103,955 | $744.3K | 0.01% | −1,176−1.1% | Reduced |
| Acadian Asset Management LLC | 106,492 | $760.0K | 0.00% | +80,505+309.8% | Added |