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, Q1 2026
Institutional positions in Itau Unibanco Holding S.A. as of Mar 31, 2026. 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
- 389
- +11 vs. Q4 2025
- Shares held
- 1.20B
- +11.7M (+1.0%) vs. Q4 2025
- Total value
- $10.0B
- +$1.49B (+17.4%) vs. Q4 2025
- New holders
- 61
- 154 more added
- Sold out
- 50
- 123 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Danske Bank A/S | 2 | $17 | 0.00% | +1+100.0% | Added |
| Walleye Capital LLC | 3 | $25 | 0.00% | +3 | New |
| National Bank of Canada | 30 | $252 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 50 | $419 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 51 | $428 | 0.00% | +51 | New |
| Cornerstone Financial Management LLC | 62 | $520 | 0.00% | +62 | New |
| UMA Financial Services, Inc. | 70 | $587 | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 74 | $620 | 0.00% | +74 | New |
| Harbour Investments, Inc. | 95 | $796 | 0.00% | +95 | New |
| Signature Equity Partners, LLC | 102 | $855 | 0.00% | +102 | New |
| Rossby Financial, LCC | 105 | $891 | 0.00% | +101+2,525.0% | Added |
| Versant Capital Management, Inc | 111 | $930 | 0.00% | +111 | New |
| Central Trust Co | 150 | $1.26K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 150 | $1.26K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 154 | $1.29K | 0.00% | +154 | New |
| Hollencrest Capital Management | 166 | $1.39K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 169 | $1.42K | 0.00% | +56+49.6% | Added |
| EFG International AG | 204 | $1.71K | 0.00% | +204 | New |
| True Wealth Design, LLC | 226 | $1.89K | 0.00% | +105+86.8% | Added |
| Intentional Wealth Strategies, LLC | 230 | $1.93K | 0.00% | +230 | New |
| Private Trust Co NA | 234 | $1.96K | 0.00% | +6+2.6% | Added |
| Horizon Investments, LLC | 264 | $2.21K | 0.00% | +264 | New |
| Larson Financial Group LLC | 265 | $2.22K | 0.00% | +265 | New |
| Brown, Lisle/Cummings, Inc. | 273 | $2.29K | 0.00% | +273 | New |
| Triumph Capital Management | 278 | $2.33K | 0.00% | +219+371.2% | Added |
| IMA Wealth, Inc. | 322 | $2.72K | 0.00% | +84+35.3% | Added |
| JPL Wealth Management, LLC | 332 | $2.78K | 0.00% | +332 | New |
| Activest Wealth Management | 396 | $3.32K | 0.00% | +396 | New |
| Glen Eagle Advisors, LLC | 400 | $3.35K | 0.00% | +3+0.8% | Added |
| Asset Dedication, LLC | 416 | $3.49K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 503 | $4.21K | 0.00% | −36−6.7% | Reduced |
| North Star Investment Management Corp. | 508 | $4.26K | 0.00% | +508 | New |
| City Holding Co | 551 | $4.62K | 0.00% | +16+3.0% | Added |
| Clearstead Advisors, LLC | 552 | $4.63K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 640 | $5.36K | 0.00% | +640 | New |
| Financial Consulate, Inc | 645 | $5.41K | 0.00% | +606+1,553.8% | Added |
| Raffa Wealth Management, LLC | 794 | $6.65K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 812 | $6.80K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 820 | $6.93K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 834 | $6.99K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 869 | $7.28K | 0.00% | +869 | New |
| JFS Wealth Advisors, LLC | 1,003 | $8.41K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 513 | $8.98K | 0.00% | −9,801−95.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,218 | $10.2K | 0.00% | −36−2.9% | Reduced |
| Longview Financial Advisors, Inc. | 1,333 | $11.2K | 0.01% | +1,333 | New |
| WealthCollab, LLC | 1,391 | $11.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,446 | $12.0K | 0.00% | +1,054+268.9% | Added |
| Umb Bank N A | 1,739 | $14.6K | 0.00% | −2−0.1% | Reduced |
| Bell Investment Advisors, Inc | 1,760 | $14.7K | 0.00% | +295+20.1% | Added |
| Key Financial Inc | 1,801 | $15.1K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 2,431 | $20.4K | 0.01% | +2,431 | New |
| TD Private Client Wealth LLC | 2,626 | $22.0K | 0.00% | −33−1.2% | Reduced |
| Brown Brothers Harriman & Co | 2,938 | $24.6K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,358 | $28.1K | 0.00% | +3,358 | New |
| Assetmark, Inc | 3,389 | $28.4K | 0.00% | +982+40.8% | Added |
| Northwestern Mutual Wealth Management Co | 3,426 | $28.7K | 0.00% | +3,161+1,192.8% | Added |
| Smartleaf Asset Management LLC | 3,878 | $30.5K | 0.00% | −377−8.9% | Reduced |
| Basecamp Wealth Advisors LLC | 3,999 | $33.5K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4,462 | $37.4K | 0.02% | −503−10.1% | Reduced |
| Allworth Financial LP | 5,528 | $46.3K | 0.00% | +4,064+277.6% | Added |
| V-Square Quantitative Management LLC | 7,091 | $59.4K | 0.01% | +7,091 | New |
| Pinnacle Wealth Planning Services, Inc. | 7,472 | $62.6K | 0.01% | −208−2.7% | Reduced |
| Community Bank, N.A. | 7,950 | $66.6K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 8,408 | $70.0K | 0.00% | −9,194−52.2% | Reduced |
| CWM, LLC | 8,582 | $71.9K | 0.00% | −178−2.0% | Reduced |
| EverSource Wealth Advisors, LLC | 9,441 | $79.1K | 0.00% | +1,306+16.1% | Added |
| CenterBook Partners LP | 10,025 | $84.0K | 0.00% | +10,025 | New |
| Grove Bank & Trust | 10,238 | $85.8K | 0.01% | −26−0.3% | Reduced |
| Syon Capital LLC | 10,274 | $86.1K | 0.00% | +253+2.5% | Added |
| DGS Capital Management, LLC | 10,353 | $86.8K | 0.01% | +151+1.5% | Added |
| Gateway Investment Advisers LLC | 10,414 | $87.3K | 0.00% | +10,414 | New |
| Resonant Capital Advisors, LLC | 10,509 | $88.8K | 0.00% | +10,509 | New |
| Strategic Global Advisors, LLC | 10,910 | $91.4K | 0.01% | +10,910 | New |
| Huntington National Bank | 10,938 | $91.7K | 0.00% | +43+0.4% | Added |
| Sunpointe, LLC | 11,054 | $92.6K | 0.03% | +11,054 | New |
| Drive Wealth Management, LLC | 11,013 | $93.1K | 0.02% | +798+7.8% | Added |
| GWM Advisors LLC | 11,360 | $95.2K | 0.00% | −728−6.0% | Reduced |
| Prelude Capital Management, LLC | 11,500 | $96.4K | 0.01% | +11,500 | New |
| LVW Advisors, LLC | 11,605 | $97.3K | 0.01% | +11,605 | New |
| Ascent Group, LLC | 11,835 | $99.2K | 0.00% | +1,472+14.2% | Added |
| TCG Advisory Services, LLC | 12,001 | $100.6K | 0.00% | +12,001 | New |
| Palisade Capital Management LLC | 12,167 | $102.0K | 0.00% | +12,167 | New |
| Farther Finance Advisors, LLC | 12,326 | $104.6K | 0.00% | +5,684+85.6% | Added |
| Geode Capital Management, LLC | 12,828 | $107.5K | 0.00% | −506,378−97.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,390 | $112.2K | 0.00% | 00.0% | Unchanged |
| Athena Wealth Management, LLC | 13,529 | $113.4K | 0.09% | −2,545−15.8% | Reduced |
| Flatrock Wealth Partners LLC | 13,596 | $114.9K | 0.05% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 14,070 | $117.9K | 0.00% | −47−0.3% | Reduced |
| Merit Financial Group, LLC | 14,176 | $118.8K | 0.00% | +1,617+12.9% | Added |
| Signaturefd, LLC | 14,280 | $119.7K | 0.00% | +1,090+8.3% | Added |
| Ewa, LLC | 14,503 | $121.5K | 0.03% | +100+0.7% | Added |
| GAMMA Investing LLC | 14,875 | $124.7K | 0.01% | +1,436+10.7% | Added |
| PharVision Advisers, LLC | 15,149 | $126.9K | 1.29% | −8,107−34.9% | Reduced |
| First Horizon Corp | 15,642 | $131.1K | 0.01% | −1,231−7.3% | Reduced |
| Mercer Global Advisors Inc | 15,664 | $131.3K | 0.00% | −1,943−11.0% | Reduced |
| MAI Capital Management | 15,821 | $132.6K | 0.00% | +11,713+285.1% | Added |
| Rathbone Brothers plc | 15,862 | $132.9K | 0.00% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 16,235 | $136.0K | 0.01% | −2,748−14.5% | Reduced |
| Evergreen Capital Management LLC | 16,185 | $136.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 16,604 | $139.1K | 0.00% | +5,057+43.8% | Added |