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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −10,167−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −3,442−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −3,263−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −2,415−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −1,378−100.0% | Sold out |
| Mizuho Securities Co. Ltd. | 0 | $0 | 0.00% | −1,205−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −409−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −304−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Pinebridge Investments, L.P. | – | – | – | – | Not filed |
| First Affirmative Financial Network | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Binnacle Investments Inc | – | – | – | – | Not filed |