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 |
|---|---|---|---|---|---|
| US Bancorp | 81,311 | $681.4K | 0.00% | −5,965−6.8% | Reduced |
| Laird Norton Trust Company, LLC | 79,299 | $670.1K | 0.01% | +1,720+2.2% | Added |
| Naviter Wealth, LLC | 78,193 | $660.8K | 0.08% | +6,477+9.0% | Added |
| Stifel Financial Corp | 78,076 | $654.3K | 0.00% | +30,169+63.0% | Added |
| Squarepoint Ops LLC | 77,919 | $653.0K | 0.00% | −31,198−28.6% | Reduced |
| Summit Global Investments | 75,735 | $635.0K | 0.04% | +75,735 | New |
| DRW Securities, LLC | 75,079 | $629.2K | 0.03% | −197,627−72.5% | Reduced |
| Flow Traders U.S. LLC | 74,416 | $624.0K | 0.02% | −36,166−32.7% | Reduced |
| Baldwin Investment Management, LLC | 74,449 | $623.9K | 0.07% | 00.0% | Unchanged |
| Toroso Investments, LLC | 72,097 | $604.2K | 0.00% | +40,693+129.6% | Added |
| Qtron Investments LLC | 69,424 | $581.8K | 0.08% | +1,810+2.7% | Added |
| Mirabella Financial Services LLP | 68,625 | $575.1K | 0.06% | −26,897−28.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 68,873 | $572.9K | 0.00% | +4,819+7.5% | Added |
| Sequoia Financial Advisors, LLC | 68,340 | $572.7K | 0.00% | +439+0.6% | Added |
| Cerity Partners LLC | 68,034 | $570.1K | 0.00% | −1,064−1.5% | Reduced |
| Guardcap Asset Management Ltd | 67,718 | $567.5K | 0.03% | −161,766−70.5% | Reduced |
| Yousif Capital Management, LLC | 65,655 | $550.2K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 65,260 | $546.9K | 0.01% | −5,068−7.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 61,133 | $512.3K | 0.09% | +18,395+43.0% | Added |
| Spire Wealth Management | 60,259 | $505.0K | 0.02% | +98+0.2% | Added |
| Allspring Global Investments Holdings, LLC | 54,774 | $465.0K | 0.00% | +18,766+52.1% | Added |
| Banco Santander, S.A. | 55,038 | $461.2K | 0.00% | +20,264+58.3% | Added |
| Ronald Blue Trust, Inc. | 52,882 | $443.1K | 0.01% | −45−0.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 52,668 | $441.4K | 0.01% | +52,668 | New |
| First Affirmative Financial Network | 52,260 | $437.9K | 0.17% | +52,260 | New |
| Aaron Wealth Advisors | 51,877 | $434.7K | 0.03% | +21,689+71.8% | Added |
| Pekin Hardy Strauss, Inc. | 51,298 | $429.9K | 0.04% | −28−0.1% | Reduced |
| Gryphon Financial Partners LLC | 50,656 | $424.5K | 0.04% | +50,656 | New |
| Candriam Luxembourg S.C.A. | 49,263 | $412.8K | 0.00% | +1,434+3.0% | Added |
| Wealth Alliance | 49,169 | $412.0K | 0.04% | −21,856−30.8% | Reduced |
| CI Private Wealth, LLC | 53,390 | $409.4K | 0.00% | −2,152−3.9% | Reduced |
| Rockefeller Capital Management L.P. | 47,722 | $399.9K | 0.00% | +7,128+17.6% | Added |
| Cetera Investment Advisers | 47,452 | $397.6K | 0.00% | +14,509+44.0% | Added |
| Knights of Columbus Asset Advisors LLC | 46,666 | $391.1K | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 46,374 | $388.6K | 0.00% | −14,654−24.0% | Reduced |
| Arkadios Wealth Advisors | 43,489 | $364.4K | 0.01% | +43,489 | New |
| BBR Partners, LLC | 42,522 | $356.3K | 0.02% | +42,522 | New |
| Ballentine Partners, LLC | 42,004 | $352.0K | 0.00% | +6,288+17.6% | Added |
| Fortress Private Ledger, LLC | 41,431 | $347.2K | 0.11% | +5,199+14.3% | Added |
| Stephens Inc | 40,445 | $338.9K | 0.00% | +1,433+3.7% | Added |
| Aigen Investment Management, LP | 40,441 | $338.9K | 0.09% | −3,475−7.9% | Reduced |
| LGT Group Foundation | 40,153 | $336.5K | 0.00% | +19,762+96.9% | Added |
| Nordea Investment Management AB | 40,771 | $328.2K | 0.00% | −10,809−21.0% | Reduced |
| Allianz SE | 38,316 | $321.1K | 0.00% | +38,316 | New |
| Johnson Investment Counsel Inc | 38,215 | $320.2K | 0.00% | −9,592−20.1% | Reduced |
| Transcend Wealth Collective, LLC | 37,948 | $318.0K | 0.03% | +14,755+63.6% | Added |
| Sagespring Wealth Partners, LLC | 37,935 | $317.9K | 0.01% | +6,773+21.7% | Added |
| Advisors Preferred, LLC | 37,141 | $311.2K | 0.05% | +37,141 | New |
| Gould Asset Management LLC | 37,003 | $310.1K | 0.05% | −3,774−9.3% | Reduced |
| Benjamin Edwards Inc | 36,563 | $306.3K | 0.00% | +9,354+34.4% | Added |
| May Hill Capital, LLC | 36,389 | $304.9K | 0.08% | +19,058+110.0% | Added |
| Savant Capital, LLC | 35,516 | $297.6K | 0.00% | +2,344+7.1% | Added |
| Vontobel Holding Ltd. | 34,552 | $289.5K | 0.00% | +1,078+3.2% | Added |
| Bank of Montreal | 34,236 | $286.9K | 0.00% | +960+2.9% | Added |
| Kathmere Capital Management, LLC | 34,235 | $286.9K | 0.02% | +7,459+27.9% | Added |
| Thornburg Investment Management Inc | 34,087 | $285.6K | 0.00% | −8,906−20.7% | Reduced |
| Advisory Services Network, LLC | 32,887 | $275.6K | 0.00% | +32,887 | New |
| Migdal Insurance & Financial Holdings Ltd. | 32,000 | $268.2K | 0.00% | +32,000 | New |
| HBK Sorce Advisory LLC | 30,835 | $258.1K | 0.01% | −1,220−3.8% | Reduced |
| Atlas Capital Advisors LLC | 29,546 | $247.6K | 0.03% | −375−1.3% | Reduced |
| Van Diest Capital, LLC | 28,992 | $242.9K | 0.19% | +28,992 | New |
| Insigneo Advisory Services, LLC | 28,539 | $239.2K | 0.02% | −6,597−18.8% | Reduced |
| United Capital Financial Advisers, LLC | 28,148 | $235.9K | 0.00% | +5,505+24.3% | Added |
| NewEdge Wealth, LLC | 28,062 | $235.2K | 0.00% | +6,392+29.5% | Added |
| Park Avenue Securities LLC | 27,955 | $234.0K | 0.00% | +4,567+19.5% | Added |
| Frec Markets, Inc. | 26,849 | $225.0K | 0.04% | +6,714+33.3% | Added |
| HighTower Advisors, LLC | 26,181 | $219.4K | 0.00% | −3,743−12.5% | Reduced |
| Checchi Capital Advisers, LLC | 26,012 | $218.0K | 0.01% | 00.0% | Unchanged |
| PDS Planning, Inc | 25,299 | $212.0K | 0.01% | −123−0.5% | Reduced |
| Colony Group, LLC | 17,249 | $210.5K | 0.00% | −3,780−18.0% | Reduced |
| Navi International - Administradora e Gestora de Recursos Financeiros Ltda. | 24,298 | $203.6K | 0.09% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 23,875 | $200.1K | 0.00% | +7,993+50.3% | Added |
| UBS Asset Management Americas Inc | 23,066 | $193.3K | 0.00% | +19,248+504.1% | Added |
| Cresset Asset Management, LLC | 22,815 | $192.8K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 22,584 | $189.3K | 0.00% | −2,419−9.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 22,301 | $187.3K | 0.00% | +22,301 | New |
| Aviso Financial Inc. | 22,228 | $186.3K | 0.01% | −13−0.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 21,527 | $180.4K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 22,660 | $178.3K | 0.00% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 20,289 | $170.0K | 0.00% | −12,485−38.1% | Reduced |
| Scientech Research LLC | 20,257 | $169.8K | 0.14% | −14,410−41.6% | Reduced |
| Xponance, Inc. | 19,616 | $164.4K | 0.00% | +3,423+21.1% | Added |
| Fielder Capital Group LLC | 19,380 | $162.4K | 0.04% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 18,668 | $156.4K | 0.00% | +2,197+13.3% | Added |
| Aviva PLC | 18,547 | $155.4K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 17,537 | $147.0K | 0.02% | +17,537 | New |
| Rehmann Capital Advisory Group | 17,249 | $144.5K | 0.01% | +17,249 | New |
| Hilltop Holdings Inc. | 17,132 | $143.6K | 0.01% | −1,825−9.6% | Reduced |
| Simplex Trading, LLC | 16,763 | $140.5K | 0.00% | −97,285−85.3% | Reduced |
| Parallel Advisors, LLC | 16,604 | $139.1K | 0.00% | +5,057+43.8% | Added |
| Evergreen Capital Management LLC | 16,185 | $136.8K | 0.00% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 16,235 | $136.0K | 0.01% | −2,748−14.5% | Reduced |
| Rathbone Brothers plc | 15,862 | $132.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 15,821 | $132.6K | 0.00% | +11,713+285.1% | Added |
| Mercer Global Advisors Inc | 15,664 | $131.3K | 0.00% | −1,943−11.0% | Reduced |
| First Horizon Corp | 15,642 | $131.1K | 0.01% | −1,231−7.3% | Reduced |
| PharVision Advisers, LLC | 15,149 | $126.9K | 1.29% | −8,107−34.9% | Reduced |
| GAMMA Investing LLC | 14,875 | $124.7K | 0.01% | +1,436+10.7% | Added |
| Ewa, LLC | 14,503 | $121.5K | 0.03% | +100+0.7% | Added |
| Signaturefd, LLC | 14,280 | $119.7K | 0.00% | +1,090+8.3% | Added |