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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 16,763 | $140.5K | 0.00% | −97,285−85.3% | Reduced |
| Hilltop Holdings Inc. | 17,132 | $143.6K | 0.01% | −1,825−9.6% | Reduced |
| Rehmann Capital Advisory Group | 17,249 | $144.5K | 0.01% | +17,249 | New |
| Two Sigma Securities, LLC | 17,537 | $147.0K | 0.02% | +17,537 | New |
| Aviva PLC | 18,547 | $155.4K | 0.00% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 18,668 | $156.4K | 0.00% | +2,197+13.3% | Added |
| Fielder Capital Group LLC | 19,380 | $162.4K | 0.04% | 00.0% | Unchanged |
| Xponance, Inc. | 19,616 | $164.4K | 0.00% | +3,423+21.1% | Added |
| Scientech Research LLC | 20,257 | $169.8K | 0.14% | −14,410−41.6% | Reduced |
| Metis Global Partners, LLC | 20,289 | $170.0K | 0.00% | −12,485−38.1% | Reduced |
| Union Bancaire Privee, UBP SA | 22,660 | $178.3K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 21,527 | $180.4K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 22,228 | $186.3K | 0.01% | −13−0.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 22,301 | $187.3K | 0.00% | +22,301 | New |
| Coldstream Capital Management Inc | 22,584 | $189.3K | 0.00% | −2,419−9.7% | Reduced |
| Cresset Asset Management, LLC | 22,815 | $192.8K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 23,066 | $193.3K | 0.00% | +19,248+504.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 23,875 | $200.1K | 0.00% | +7,993+50.3% | Added |
| Navi International - Administradora e Gestora de Recursos Financeiros Ltda. | 24,298 | $203.6K | 0.09% | 00.0% | Unchanged |
| Colony Group, LLC | 17,249 | $210.5K | 0.00% | −3,780−18.0% | Reduced |
| PDS Planning, Inc | 25,299 | $212.0K | 0.01% | −123−0.5% | Reduced |
| Checchi Capital Advisers, LLC | 26,012 | $218.0K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 26,181 | $219.4K | 0.00% | −3,743−12.5% | Reduced |
| Frec Markets, Inc. | 26,849 | $225.0K | 0.04% | +6,714+33.3% | Added |
| Park Avenue Securities LLC | 27,955 | $234.0K | 0.00% | +4,567+19.5% | Added |
| NewEdge Wealth, LLC | 28,062 | $235.2K | 0.00% | +6,392+29.5% | Added |
| United Capital Financial Advisers, LLC | 28,148 | $235.9K | 0.00% | +5,505+24.3% | Added |
| Insigneo Advisory Services, LLC | 28,539 | $239.2K | 0.02% | −6,597−18.8% | Reduced |
| Van Diest Capital, LLC | 28,992 | $242.9K | 0.19% | +28,992 | New |
| Atlas Capital Advisors LLC | 29,546 | $247.6K | 0.03% | −375−1.3% | Reduced |
| HBK Sorce Advisory LLC | 30,835 | $258.1K | 0.01% | −1,220−3.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 32,000 | $268.2K | 0.00% | +32,000 | New |
| Advisory Services Network, LLC | 32,887 | $275.6K | 0.00% | +32,887 | New |
| Thornburg Investment Management Inc | 34,087 | $285.6K | 0.00% | −8,906−20.7% | Reduced |
| Kathmere Capital Management, LLC | 34,235 | $286.9K | 0.02% | +7,459+27.9% | Added |
| Bank of Montreal | 34,236 | $286.9K | 0.00% | +960+2.9% | Added |
| Vontobel Holding Ltd. | 34,552 | $289.5K | 0.00% | +1,078+3.2% | Added |
| Savant Capital, LLC | 35,516 | $297.6K | 0.00% | +2,344+7.1% | Added |
| May Hill Capital, LLC | 36,389 | $304.9K | 0.08% | +19,058+110.0% | Added |
| Benjamin Edwards Inc | 36,563 | $306.3K | 0.00% | +9,354+34.4% | Added |
| Gould Asset Management LLC | 37,003 | $310.1K | 0.05% | −3,774−9.3% | Reduced |
| Advisors Preferred, LLC | 37,141 | $311.2K | 0.05% | +37,141 | New |
| Sagespring Wealth Partners, LLC | 37,935 | $317.9K | 0.01% | +6,773+21.7% | Added |
| Transcend Wealth Collective, LLC | 37,948 | $318.0K | 0.03% | +14,755+63.6% | Added |
| Johnson Investment Counsel Inc | 38,215 | $320.2K | 0.00% | −9,592−20.1% | Reduced |
| Allianz SE | 38,316 | $321.1K | 0.00% | +38,316 | New |
| Nordea Investment Management AB | 40,771 | $328.2K | 0.00% | −10,809−21.0% | Reduced |
| LGT Group Foundation | 40,153 | $336.5K | 0.00% | +19,762+96.9% | Added |
| Aigen Investment Management, LP | 40,441 | $338.9K | 0.09% | −3,475−7.9% | Reduced |
| Stephens Inc | 40,445 | $338.9K | 0.00% | +1,433+3.7% | Added |
| Fortress Private Ledger, LLC | 41,431 | $347.2K | 0.11% | +5,199+14.3% | Added |
| Ballentine Partners, LLC | 42,004 | $352.0K | 0.00% | +6,288+17.6% | Added |
| BBR Partners, LLC | 42,522 | $356.3K | 0.02% | +42,522 | New |
| Arkadios Wealth Advisors | 43,489 | $364.4K | 0.01% | +43,489 | New |
| Guggenheim Capital LLC | 46,374 | $388.6K | 0.00% | −14,654−24.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 46,666 | $391.1K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 47,452 | $397.6K | 0.00% | +14,509+44.0% | Added |
| Rockefeller Capital Management L.P. | 47,722 | $399.9K | 0.00% | +7,128+17.6% | Added |
| CI Private Wealth, LLC | 53,390 | $409.4K | 0.00% | −2,152−3.9% | Reduced |
| Wealth Alliance | 49,169 | $412.0K | 0.04% | −21,856−30.8% | Reduced |
| Candriam Luxembourg S.C.A. | 49,263 | $412.8K | 0.00% | +1,434+3.0% | Added |
| Gryphon Financial Partners LLC | 50,656 | $424.5K | 0.04% | +50,656 | New |
| Pekin Hardy Strauss, Inc. | 51,298 | $429.9K | 0.04% | −28−0.1% | Reduced |
| Aaron Wealth Advisors | 51,877 | $434.7K | 0.03% | +21,689+71.8% | Added |
| First Affirmative Financial Network | 52,260 | $437.9K | 0.17% | +52,260 | New |
| Hennion & Walsh Asset Management, Inc. | 52,668 | $441.4K | 0.01% | +52,668 | New |
| Ronald Blue Trust, Inc. | 52,882 | $443.1K | 0.01% | −45−0.1% | Reduced |
| Banco Santander, S.A. | 55,038 | $461.2K | 0.00% | +20,264+58.3% | Added |
| Allspring Global Investments Holdings, LLC | 54,774 | $465.0K | 0.00% | +18,766+52.1% | Added |
| Spire Wealth Management | 60,259 | $505.0K | 0.02% | +98+0.2% | Added |
| Caitong International Asset Management Co., Ltd | 61,133 | $512.3K | 0.09% | +18,395+43.0% | Added |
| Shelton Capital Management | 65,260 | $546.9K | 0.01% | −5,068−7.2% | Reduced |
| Yousif Capital Management, LLC | 65,655 | $550.2K | 0.01% | 00.0% | Unchanged |
| Guardcap Asset Management Ltd | 67,718 | $567.5K | 0.03% | −161,766−70.5% | Reduced |
| Cerity Partners LLC | 68,034 | $570.1K | 0.00% | −1,064−1.5% | Reduced |
| Sequoia Financial Advisors, LLC | 68,340 | $572.7K | 0.00% | +439+0.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 68,873 | $572.9K | 0.00% | +4,819+7.5% | Added |
| Mirabella Financial Services LLP | 68,625 | $575.1K | 0.06% | −26,897−28.2% | Reduced |
| Qtron Investments LLC | 69,424 | $581.8K | 0.08% | +1,810+2.7% | Added |
| Toroso Investments, LLC | 72,097 | $604.2K | 0.00% | +40,693+129.6% | Added |
| Baldwin Investment Management, LLC | 74,449 | $623.9K | 0.07% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 74,416 | $624.0K | 0.02% | −36,166−32.7% | Reduced |
| DRW Securities, LLC | 75,079 | $629.2K | 0.03% | −197,627−72.5% | Reduced |
| Summit Global Investments | 75,735 | $635.0K | 0.04% | +75,735 | New |
| Squarepoint Ops LLC | 77,919 | $653.0K | 0.00% | −31,198−28.6% | Reduced |
| Stifel Financial Corp | 78,076 | $654.3K | 0.00% | +30,169+63.0% | Added |
| Naviter Wealth, LLC | 78,193 | $660.8K | 0.08% | +6,477+9.0% | Added |
| Laird Norton Trust Company, LLC | 79,299 | $670.1K | 0.01% | +1,720+2.2% | Added |
| US Bancorp | 81,311 | $681.4K | 0.00% | −5,965−6.8% | Reduced |
| CAPROCK Group, Inc. | 80,709 | $682.9K | 0.02% | −10,326−11.3% | Reduced |
| Pavaki Capital Management LLC | 82,400 | $690.5K | 0.49% | 00.0% | Unchanged |
| London & Capital Asset Management Ltd | 84,975 | $713.4K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 85,965 | $720.4K | 0.00% | −772−0.9% | Reduced |
| Axiom Investors LLC | 86,800 | $727.4K | 0.01% | +86,800 | New |
| Fifth Third Bancorp | 88,943 | $745.3K | 0.00% | +700+0.8% | Added |
| Fairtree Asset Management (Pty) Ltd | 89,137 | $747.0K | 0.34% | +40,010+81.4% | Added |
| Brinker Capital Investments, LLC | 90,886 | $761.6K | 0.01% | −13,069−12.6% | Reduced |
| Leonteq Securities AG | 91,974 | $770.7K | 0.05% | +57,086+163.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 93,013 | $775.7K | 0.00% | −130,097−58.3% | Reduced |
| Nissay Asset Management Corp | 92,735 | $777.1K | 0.00% | +92,735 | New |