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 |
|---|---|---|---|---|---|
| JustInvest LLC | 84,297 | $603.6K | 0.01% | +14,282+20.4% | Added |
| Pavaki Capital Management LLC | 82,400 | $590.0K | 0.41% | +82,400 | New |
| Laird Norton Trust Company, LLC | 77,579 | $555.7K | 0.01% | +77,579 | New |
| M&T Bank Corp | 74,468 | $533.2K | 0.00% | +74,468 | New |
| Baldwin Investment Management, LLC | 74,449 | $533.1K | 0.06% | +2,161+3.0% | Added |
| Global Retirement Partners, LLC | 72,748 | $520.9K | 0.01% | +68,745+1,717.3% | Added |
| CIBC World Markets Inc. | 72,729 | $520.7K | 0.00% | +55,750+328.3% | Added |
| Naviter Wealth, LLC | 71,716 | $513.7K | 0.07% | −3,491−4.6% | Reduced |
| Wealth Alliance | 71,025 | $508.5K | 0.05% | +3,054+4.5% | Added |
| Shelton Capital Management | 70,328 | $503.5K | 0.01% | +70,328 | New |
| Cerity Partners LLC | 69,098 | $494.7K | 0.00% | −1,518−2.1% | Reduced |
| Yousif Capital Management, LLC | 65,655 | $489.1K | 0.01% | +1,911+3.0% | Added |
| Sequoia Financial Advisors, LLC | 67,901 | $486.2K | 0.00% | +2,080+3.2% | Added |
| Qtron Investments LLC | 67,614 | $484.1K | 0.06% | −12,384−15.5% | Reduced |
| We Are One Seven, LLC | 64,213 | $459.8K | 0.01% | +5,293+9.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 64,054 | $458.6K | 0.00% | +4,282+7.2% | Added |
| Guggenheim Capital LLC | 61,028 | $437.0K | 0.00% | −1,392−2.2% | Reduced |
| Spire Wealth Management | 60,161 | $430.8K | 0.01% | +4,482+8.0% | Added |
| CI Private Wealth, LLC | 55,542 | $398.0K | 0.00% | +14,411+35.0% | Added |
| Integrated Wealth Concepts LLC | 53,299 | $381.6K | 0.00% | +6,657+14.3% | Added |
| Ronald Blue Trust, Inc. | 52,927 | $379.0K | 0.00% | −1,452−2.7% | Reduced |
| MML Investors Services, LLC | 52,393 | $375.1K | 0.00% | +13,035+33.1% | Added |
| Engineers Gate Manager LP | 51,706 | $370.2K | 0.00% | +3,634+7.6% | Added |
| Nordea Investment Management AB | 51,580 | $369.6K | 0.00% | −5,162−9.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 51,326 | $367.5K | 0.03% | +1,521+3.1% | Added |
| Fairtree Asset Management (Pty) Ltd | 49,127 | $351.7K | 0.16% | +49,127 | New |
| Stifel Financial Corp | 47,907 | $343.0K | 0.00% | +16,572+52.9% | Added |
| Candriam Luxembourg S.C.A. | 47,829 | $342.5K | 0.00% | −10,435−17.9% | Reduced |
| Johnson Investment Counsel Inc | 47,807 | $342.3K | 0.00% | +12,641+35.9% | Added |
| Knights of Columbus Asset Advisors LLC | 46,666 | $334.1K | 0.02% | +1,357+3.0% | Added |
| Aigen Investment Management, LP | 43,916 | $314.4K | 0.07% | +24,045+121.0% | Added |
| Thornburg Investment Management Inc | 42,993 | $307.8K | 0.00% | +673+1.6% | Added |
| Caitong International Asset Management Co., Ltd | 42,738 | $306.0K | 0.07% | +33,772+376.7% | Added |
| Flputnam Investment Management Co | 41,919 | $300.1K | 0.00% | +2,255+5.7% | Added |
| Gould Asset Management LLC | 40,777 | $292.0K | 0.05% | +1,187+3.0% | Added |
| Rockefeller Capital Management L.P. | 40,594 | $290.7K | 0.00% | +33,816+498.9% | Added |
| HBK Sorce Advisory LLC | 32,055 | $288.2K | 0.01% | +913+2.9% | Added |
| Stephens Inc | 39,012 | $279.3K | 0.00% | +2,124+5.8% | Added |
| Tuttle Tactical Management | 36,969 | $264.7K | 0.59% | +36,969 | New |
| Allspring Global Investments Holdings, LLC | 36,008 | $260.3K | 0.00% | +9,745+37.1% | Added |
| Fortress Private Ledger, LLC | 36,232 | $259.4K | 0.09% | +14,900+69.8% | Added |
| Ballentine Partners, LLC | 35,716 | $255.7K | 0.00% | +6,146+20.8% | Added |
| SG Americas Securities, LLC | 35,395 | $253.0K | 0.00% | −80,021−69.3% | Reduced |
| Insigneo Advisory Services, LLC | 35,136 | $251.6K | 0.02% | −7,458−17.5% | Reduced |
| Leonteq Securities AG | 34,888 | $249.8K | 0.01% | +16,010+84.8% | Added |
| Banco Santander, S.A. | 34,774 | $249.0K | 0.00% | −33,013−48.7% | Reduced |
| Scientech Research LLC | 34,667 | $248.2K | 0.16% | +34,667 | New |
| J.Safra Asset Management Corp | 34,329 | $245.8K | 0.01% | +34,329 | New |
| Vontobel Holding Ltd. | 33,474 | $239.7K | 0.00% | +11,275+50.8% | Added |
| Bank of Montreal | 33,276 | $238.3K | 0.00% | +19,797+146.9% | Added |
| Savant Capital, LLC | 33,172 | $237.5K | 0.00% | +2,717+8.9% | Added |
| Cetera Investment Advisers | 32,943 | $235.9K | 0.00% | −2,567−7.2% | Reduced |
| Metis Global Partners, LLC | 32,774 | $234.7K | 0.01% | +567+1.8% | Added |
| Federated Hermes, Inc. | 31,849 | $228.0K | 0.00% | +31,849 | New |
| Toroso Investments, LLC | 31,404 | $224.9K | 0.00% | +31,404 | New |
| Winton Group Ltd | 31,236 | $223.7K | 0.01% | +31,236 | New |
| Sagespring Wealth Partners, LLC | 31,162 | $223.1K | 0.00% | +2,656+9.3% | Added |
| Aaron Wealth Advisors | 30,188 | $216.1K | 0.01% | +30,188 | New |
| HighTower Advisors, LLC | 29,924 | $214.3K | 0.00% | +1,785+6.3% | Added |
| Atlas Capital Advisors LLC | 29,921 | $214.2K | 0.02% | +29,921 | New |
| Clear Street Markets LLC | 29,097 | $208.3K | 0.04% | +29,097 | New |
| Neuberger Berman Group LLC | 27,949 | $200.1K | 0.00% | +241+0.9% | Added |
| Benjamin Edwards Inc | 27,209 | $194.7K | 0.00% | +6,865+33.7% | Added |
| Kathmere Capital Management, LLC | 26,776 | $191.7K | 0.01% | +673+2.6% | Added |
| Checchi Capital Advisers, LLC | 26,012 | $186.2K | 0.01% | +1,030+4.1% | Added |
| PDS Planning, Inc | 25,422 | $182.0K | 0.01% | +825+3.4% | Added |
| Coldstream Capital Management Inc | 25,003 | $179.0K | 0.00% | −876−3.4% | Reduced |
| Navi International - Administradora e Gestora de Recursos Financeiros Ltda. | 24,298 | $174.0K | 0.11% | +24,298 | New |
| Park Avenue Securities LLC | 23,388 | $167.0K | 0.00% | +11,366+94.5% | Added |
| PharVision Advisers, LLC | 23,256 | $166.5K | 0.08% | +7,818+50.6% | Added |
| Transcend Wealth Collective, LLC | 23,193 | $166.1K | 0.01% | +7,459+47.4% | Added |
| Cresset Asset Management, LLC | 22,815 | $163.4K | 0.00% | +664+3.0% | Added |
| Union Bancaire Privee, UBP SA | 22,660 | $163.2K | 0.00% | +660+3.0% | Added |
| United Capital Financial Advisers, LLC | 22,643 | $162.1K | 0.00% | +1,569+7.4% | Added |
| Aviso Financial Inc. | 22,241 | $159.2K | 0.01% | +2,135+10.6% | Added |
| SPX Equities Gestao de Recursos Ltda | 22,194 | $158.9K | 0.02% | −1,651,888−98.7% | Reduced |
| NewEdge Wealth, LLC | 21,670 | $155.2K | 0.00% | +591+2.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 21,527 | $154.1K | 0.00% | +627+3.0% | Added |
| Colony Group, LLC | 21,029 | $152.0K | 0.00% | +2,124+11.2% | Added |
| Captrust Financial Advisors | 20,684 | $148.1K | 0.00% | +1,434+7.4% | Added |
| LGT Group Foundation | 20,391 | $146.8K | 0.00% | +20,391 | New |
| Frec Markets, Inc. | 20,135 | $144.2K | 0.04% | +20,135 | New |
| R Squared Ltd | 19,605 | $140.4K | 0.07% | −1,304−6.2% | Reduced |
| Tudor Investment Corp Et Al | 19,597 | $140.3K | 0.00% | +19,597 | New |
| Fielder Capital Group LLC | 19,380 | $138.8K | 0.03% | +564+3.0% | Added |
| Bayesian Capital Management, LP | 19,128 | $137.0K | 0.31% | +19,128 | New |
| Hamilton Capital, LLC | 18,983 | $135.9K | 0.01% | +18,983 | New |
| Hilltop Holdings Inc. | 18,957 | $135.7K | 0.01% | +1,041+5.8% | Added |
| Aviva PLC | 18,547 | $132.8K | 0.00% | +540+3.0% | Added |
| West Family Investments, Inc. | 17,760 | $127.2K | 0.03% | +515+3.0% | Added |
| Mercer Global Advisors Inc | 17,607 | $126.1K | 0.00% | +2,918+19.9% | Added |
| Van Eck Associates Corp | 17,602 | $126.0K | 0.00% | +3,915+28.6% | Added |
| May Hill Capital, LLC | 17,331 | $124.1K | 0.03% | +17,331 | New |
| First Horizon Corp | 16,873 | $120.8K | 0.01% | +8,631+104.7% | Added |
| Mondrian Investment Partners LTD | 16,471 | $117.9K | 0.00% | +4,175+34.0% | Added |
| Evergreen Capital Management LLC | 16,185 | $117.0K | 0.00% | −47,508−74.6% | Reduced |
| Xponance, Inc. | 16,193 | $115.9K | 0.00% | −2,162−11.8% | Reduced |
| Athena Wealth Management, LLC | 16,074 | $115.1K | 0.11% | +16,074 | New |
| Bayforest Capital Ltd | 15,967 | $114.3K | 0.09% | −22,397−58.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,882 | $113.7K | 0.00% | +15,882 | New |