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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 14,176 | $118.8K | 0.00% | +1,617+12.9% | Added |
| Warren Averett Asset Management, LLC | 14,070 | $117.9K | 0.00% | −47−0.3% | Reduced |
| Flatrock Wealth Partners LLC | 13,596 | $114.9K | 0.05% | 00.0% | Unchanged |
| Athena Wealth Management, LLC | 13,529 | $113.4K | 0.09% | −2,545−15.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,390 | $112.2K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 12,828 | $107.5K | 0.00% | −506,378−97.5% | Reduced |
| Farther Finance Advisors, LLC | 12,326 | $104.6K | 0.00% | +5,684+85.6% | Added |
| Palisade Capital Management LLC | 12,167 | $102.0K | 0.00% | +12,167 | New |
| TCG Advisory Services, LLC | 12,001 | $100.6K | 0.00% | +12,001 | New |
| Ascent Group, LLC | 11,835 | $99.2K | 0.00% | +1,472+14.2% | Added |
| LVW Advisors, LLC | 11,605 | $97.3K | 0.01% | +11,605 | New |
| Prelude Capital Management, LLC | 11,500 | $96.4K | 0.01% | +11,500 | New |
| GWM Advisors LLC | 11,360 | $95.2K | 0.00% | −728−6.0% | Reduced |
| Drive Wealth Management, LLC | 11,013 | $93.1K | 0.02% | +798+7.8% | Added |
| Sunpointe, LLC | 11,054 | $92.6K | 0.03% | +11,054 | New |
| Huntington National Bank | 10,938 | $91.7K | 0.00% | +43+0.4% | Added |
| Strategic Global Advisors, LLC | 10,910 | $91.4K | 0.01% | +10,910 | New |
| Resonant Capital Advisors, LLC | 10,509 | $88.8K | 0.00% | +10,509 | New |
| Gateway Investment Advisers LLC | 10,414 | $87.3K | 0.00% | +10,414 | New |
| DGS Capital Management, LLC | 10,353 | $86.8K | 0.01% | +151+1.5% | Added |
| Syon Capital LLC | 10,274 | $86.1K | 0.00% | +253+2.5% | Added |
| Grove Bank & Trust | 10,238 | $85.8K | 0.01% | −26−0.3% | Reduced |
| CenterBook Partners LP | 10,025 | $84.0K | 0.00% | +10,025 | New |
| EverSource Wealth Advisors, LLC | 9,441 | $79.1K | 0.00% | +1,306+16.1% | Added |
| CWM, LLC | 8,582 | $71.9K | 0.00% | −178−2.0% | Reduced |
| Van Eck Associates Corp | 8,408 | $70.0K | 0.00% | −9,194−52.2% | Reduced |
| Community Bank, N.A. | 7,950 | $66.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 7,472 | $62.6K | 0.01% | −208−2.7% | Reduced |
| V-Square Quantitative Management LLC | 7,091 | $59.4K | 0.01% | +7,091 | New |
| Allworth Financial LP | 5,528 | $46.3K | 0.00% | +4,064+277.6% | Added |
| Bruce G. Allen Investments, LLC | 4,462 | $37.4K | 0.02% | −503−10.1% | Reduced |
| Basecamp Wealth Advisors LLC | 3,999 | $33.5K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,878 | $30.5K | 0.00% | −377−8.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,426 | $28.7K | 0.00% | +3,161+1,192.8% | Added |
| Assetmark, Inc | 3,389 | $28.4K | 0.00% | +982+40.8% | Added |
| Mather Group, LLC. | 3,358 | $28.1K | 0.00% | +3,358 | New |
| Brown Brothers Harriman & Co | 2,938 | $24.6K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,626 | $22.0K | 0.00% | −33−1.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 2,431 | $20.4K | 0.01% | +2,431 | New |
| Key Financial Inc | 1,801 | $15.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,760 | $14.7K | 0.00% | +295+20.1% | Added |
| Umb Bank N A | 1,739 | $14.6K | 0.00% | −2−0.1% | Reduced |
| Bessemer Group Inc | 1,446 | $12.0K | 0.00% | +1,054+268.9% | Added |
| WealthCollab, LLC | 1,391 | $11.7K | 0.00% | 00.0% | Unchanged |
| Longview Financial Advisors, Inc. | 1,333 | $11.2K | 0.01% | +1,333 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,218 | $10.2K | 0.00% | −36−2.9% | Reduced |
| SRS Capital Advisors, Inc. | 513 | $8.98K | 0.00% | −9,801−95.0% | Reduced |
| JFS Wealth Advisors, LLC | 1,003 | $8.41K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 869 | $7.28K | 0.00% | +869 | New |
| NBC Securities, Inc. | 834 | $6.99K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 820 | $6.93K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 812 | $6.80K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 794 | $6.65K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 645 | $5.41K | 0.00% | +606+1,553.8% | Added |
| Richardson Capital Management LLC | 640 | $5.36K | 0.00% | +640 | New |
| Clearstead Advisors, LLC | 552 | $4.63K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 551 | $4.62K | 0.00% | +16+3.0% | Added |
| North Star Investment Management Corp. | 508 | $4.26K | 0.00% | +508 | New |
| Highline Wealth Partners LLC | 503 | $4.21K | 0.00% | −36−6.7% | Reduced |
| Asset Dedication, LLC | 416 | $3.49K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 400 | $3.35K | 0.00% | +3+0.8% | Added |
| Activest Wealth Management | 396 | $3.32K | 0.00% | +396 | New |
| JPL Wealth Management, LLC | 332 | $2.78K | 0.00% | +332 | New |
| IMA Wealth, Inc. | 322 | $2.72K | 0.00% | +84+35.3% | Added |
| Triumph Capital Management | 278 | $2.33K | 0.00% | +219+371.2% | Added |
| Brown, Lisle/Cummings, Inc. | 273 | $2.29K | 0.00% | +273 | New |
| Larson Financial Group LLC | 265 | $2.22K | 0.00% | +265 | New |
| Horizon Investments, LLC | 264 | $2.21K | 0.00% | +264 | New |
| Private Trust Co NA | 234 | $1.96K | 0.00% | +6+2.6% | Added |
| Intentional Wealth Strategies, LLC | 230 | $1.93K | 0.00% | +230 | New |
| True Wealth Design, LLC | 226 | $1.89K | 0.00% | +105+86.8% | Added |
| EFG International AG | 204 | $1.71K | 0.00% | +204 | New |
| Root Financial Partners, LLC | 169 | $1.42K | 0.00% | +56+49.6% | Added |
| Hollencrest Capital Management | 166 | $1.39K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 154 | $1.29K | 0.00% | +154 | New |
| Central Trust Co | 150 | $1.26K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 150 | $1.26K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 111 | $930 | 0.00% | +111 | New |
| Rossby Financial, LCC | 105 | $891 | 0.00% | +101+2,525.0% | Added |
| Signature Equity Partners, LLC | 102 | $855 | 0.00% | +102 | New |
| Harbour Investments, Inc. | 95 | $796 | 0.00% | +95 | New |
| Align Financial, LLC | 74 | $620 | 0.00% | +74 | New |
| UMA Financial Services, Inc. | 70 | $587 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 62 | $520 | 0.00% | +62 | New |
| Frazier Financial Advisors, LLC | 51 | $428 | 0.00% | +51 | New |
| Perkins Coie Trust Co | 50 | $419 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 30 | $252 | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 3 | $25 | 0.00% | +3 | New |
| Danske Bank A/S | 2 | $17 | 0.00% | +1+100.0% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −28,396,545−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −7,922,354−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,942,258−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −1,937,647−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −1,545,091−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −978,424−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −750,557−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −489,673−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −370,217−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −309,896−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −306,532−100.0% | Sold out |