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 |
|---|---|---|---|---|---|
| Rathbone Brothers plc | 15,862 | $113.6K | 0.00% | +462+3.0% | Added |
| Stratos Wealth Partners, LTD. | 14,471 | $103.6K | 0.00% | −2,408−14.3% | Reduced |
| Ewa, LLC | 14,403 | $103.1K | 0.03% | −973−6.3% | Reduced |
| Warren Averett Asset Management, LLC | 14,117 | $101.1K | 0.00% | +682+5.1% | Added |
| Flatrock Wealth Partners LLC | 13,596 | $98.3K | 0.05% | +13,596 | New |
| GAMMA Investing LLC | 13,439 | $96.2K | 0.00% | +3,950+41.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,390 | $95.9K | 0.00% | −16,610−55.4% | Reduced |
| Signaturefd, LLC | 13,190 | $94.4K | 0.00% | +524+4.1% | Added |
| Alta Capital Management LLC | 12,971 | $92.9K | 0.01% | −1,054−7.5% | Reduced |
| Merit Financial Group, LLC | 12,559 | $89.9K | 0.00% | +214+1.7% | Added |
| Aquatic Capital Management LLC | 12,533 | $89.7K | 0.00% | +12,533 | New |
| GWM Advisors LLC | 12,088 | $86.5K | 0.00% | −210−1.7% | Reduced |
| Bridgefront Capital, LLC | 11,681 | $83.6K | 0.02% | −7,830−40.1% | Reduced |
| Parallel Advisors, LLC | 11,547 | $82.7K | 0.00% | +959+9.1% | Added |
| Huntington National Bank | 10,895 | $78.0K | 0.00% | +1,092+11.1% | Added |
| HighPoint Advisor Group LLC | 10,375 | $74.3K | 0.00% | +10,375 | New |
| Ascent Group, LLC | 10,363 | $74.2K | 0.00% | +10,363 | New |
| Tower Research Capital LLC (TRC) | 10,320 | $73.9K | 0.00% | −8,212−44.3% | Reduced |
| SRS Capital Advisors, Inc. | 10,314 | $73.9K | 0.00% | +9,762+1,768.5% | Added |
| Grove Bank & Trust | 10,264 | $73.5K | 0.01% | −88−0.9% | Reduced |
| Drive Wealth Management, LLC | 10,215 | $73.2K | 0.01% | +10,215 | New |
| DGS Capital Management, LLC | 10,202 | $73.0K | 0.01% | −956−8.6% | Reduced |
| Sivia Capital Partners, LLC | 10,190 | $73.0K | 0.01% | +10,190 | New |
| Investors Research Corp | 10,091 | $72.3K | 0.01% | +291+3.0% | Added |
| Syon Capital LLC | 10,021 | $71.8K | 0.00% | +10,021 | New |
| FNY Investment Advisers, LLC | 9,846 | $70.0K | 0.02% | +9,846 | New |
| CWM, LLC | 8,760 | $63.0K | 0.00% | +594+7.3% | Added |
| EverSource Wealth Advisors, LLC | 8,135 | $58.2K | 0.00% | +1,341+19.7% | Added |
| Community Bank, N.A. | 7,950 | $56.9K | 0.01% | +231+3.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,680 | $55.0K | 0.01% | +7,680 | New |
| Farther Finance Advisors, LLC | 6,642 | $47.6K | 0.00% | +1,901+40.1% | Added |
| Bruce G. Allen Investments, LLC | 4,965 | $35.5K | 0.02% | −292−5.6% | Reduced |
| Kestra Advisory Services, LLC | 4,299 | $30.8K | 0.00% | +4,299 | New |
| Smartleaf Asset Management LLC | 4,255 | $30.6K | 0.00% | +501+13.3% | Added |
| MAI Capital Management | 4,108 | $29.4K | 0.00% | +119+3.0% | Added |
| Basecamp Wealth Advisors LLC | 3,999 | $28.6K | 0.01% | +3,999 | New |
| UBS Asset Management Americas Inc | 3,818 | $27.3K | 0.00% | −135,962−97.3% | Reduced |
| Brown Brothers Harriman & Co | 2,938 | $21.0K | 0.00% | +2,938 | New |
| TD Private Client Wealth LLC | 2,659 | $19.0K | 0.00% | −49−1.8% | Reduced |
| Assetmark, Inc | 2,407 | $17.2K | 0.00% | +583+32.0% | Added |
| Key Financial Inc | 1,801 | $12.9K | 0.00% | +52+3.0% | Added |
| Umb Bank N A | 1,741 | $12.5K | 0.00% | +1,411+427.6% | Added |
| Bell Investment Advisors, Inc | 1,465 | $10.5K | 0.00% | +1,335+1,026.9% | Added |
| Allworth Financial LP | 1,464 | $10.5K | 0.00% | −36−2.4% | Reduced |
| WealthCollab, LLC | 1,391 | $9.96K | 0.00% | +40+3.0% | Added |
| Quantbot Technologies LP | 1,266 | $9.06K | 0.00% | +1,266 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,254 | $8.98K | 0.00% | +1,254 | New |
| JFS Wealth Advisors, LLC | 1,003 | $7.18K | 0.00% | +29+3.0% | Added |
| NBC Securities, Inc. | 834 | $5.97K | 0.00% | −23−2.7% | Reduced |
| Acumen Wealth Advisors, LLC | 820 | $5.93K | 0.00% | +820 | New |
| Ancora Advisors, LLC | 812 | $5.81K | 0.00% | +812 | New |
| Raffa Wealth Management, LLC | 794 | $5.68K | 0.00% | +438+123.0% | Added |
| Financial Management Professionals, Inc. | 756 | $5.42K | 0.00% | +22+3.0% | Added |
| Maseco LLP | 644 | $4.61K | 0.00% | +644 | New |
| Bravera Wealth | 586 | $4.20K | 0.00% | +586 | New |
| Clearstead Advisors, LLC | 552 | $3.95K | 0.00% | +16+3.0% | Added |
| CIBC Private Wealth Group, LLC | 540 | $3.86K | 0.00% | −371−40.7% | Reduced |
| Highline Wealth Partners LLC | 539 | $3.86K | 0.00% | +13+2.5% | Added |
| City Holding Co | 535 | $3.83K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 456 | $3.27K | 0.00% | +456 | New |
| Bessemer Group Inc | 392 | $3.00K | 0.00% | −189−32.5% | Reduced |
| Asset Dedication, LLC | 416 | $2.98K | 0.00% | +12+3.0% | Added |
| Glen Eagle Advisors, LLC | 397 | $2.85K | 0.00% | +27+7.3% | Added |
| Tompkins Financial Corp | 379 | $2.71K | 0.00% | +379 | New |
| Federation des caisses Desjardins du Quebec | 339 | $2.43K | 0.00% | +9+2.7% | Added |
| AdvisorNet Financial, Inc | 272 | $1.95K | 0.00% | +7+2.6% | Added |
| Northwestern Mutual Wealth Management Co | 265 | $1.90K | 0.00% | +65+32.5% | Added |
| IMA Wealth, Inc. | 238 | $1.70K | 0.00% | +238 | New |
| Private Trust Co NA | 228 | $1.63K | 0.00% | +228 | New |
| Hollencrest Capital Management | 166 | $1.19K | 0.00% | +4+2.5% | Added |
| Kimelman & Baird, LLC | 150 | $1.08K | 0.00% | +4+2.7% | Added |
| Central Trust Co | 150 | $1.08K | 0.00% | +150 | New |
| True Wealth Design, LLC | 121 | $863 | 0.00% | +4+3.4% | Added |
| Root Financial Partners, LLC | 113 | $809 | 0.00% | +113 | New |
| CGC Financial Services, LLC | 93 | $666 | 0.00% | +2+2.2% | Added |
| Turning Point Benefit Group, Inc. | 80 | $575 | 0.00% | +2+2.6% | Added |
| UMA Financial Services, Inc. | 70 | $502 | 0.00% | +70 | New |
| Triumph Capital Management | 59 | $422 | 0.00% | +59 | New |
| Perkins Coie Trust Co | 50 | $358 | 0.00% | +1+2.0% | Added |
| Financial Consulate, Inc | 39 | $280 | 0.00% | +39 | New |
| National Bank of Canada | 30 | $215 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 4 | $29 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −9,643,554−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −1,494,716−100.0% | Sold out |
| Altrinsic Global Advisors LLC | 0 | $0 | 0.00% | −388,709−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −190,130−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −136,061−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −61,504−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −47,867−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −41,814−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −31,866−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −21,496−100.0% | Sold out |
| Provida Pension Fund Administrator | 0 | $0 | 0.00% | −17,835−100.0% | Sold out |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −16,803−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −14,681−100.0% | Sold out |
| Ameraudi Asset Management, Inc. | 0 | $0 | 0.00% | −13,559−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −12,920−100.0% | Sold out |
| Sunpointe, LLC | 0 | $0 | 0.00% | −10,777−100.0% | Sold out |