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, Q2 2026
Institutional positions in Itau Unibanco Holding S.A. as of Jun 30, 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
- 394
- +10 vs. Q1 2026
- Shares held
- 1.15B
- −50.1M (−4.2%) vs. Q1 2026
- Total value
- $9.52B
- −$501.2M (−5.0%) vs. Q1 2026
- New holders
- 52
- 132 more added
- Sold out
- 42
- 149 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Danske Bank A/S | 2 | $16 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 64 | $524 | 0.00% | −581−90.1% | Reduced |
| LRI Investments, LLC | 71 | $580 | 0.00% | +71 | New |
| Align Financial, LLC | 74 | $605 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 80 | $654 | 0.00% | −15−15.8% | Reduced |
| Dunhill Financial, LLC | 95 | $776 | 0.00% | +95 | New |
| Rossby Financial, LCC | 105 | $858 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 111 | $907 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 129 | $1.05K | 0.00% | +59+84.3% | Added |
| Horizon Investments, LLC | 143 | $1.17K | 0.00% | −121−45.8% | Reduced |
| Central Trust Co | 150 | $1.23K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 150 | $1.23K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 157 | $1.28K | 0.00% | −121−43.5% | Reduced |
| Whittier Trust Co | 161 | $1.33K | 0.00% | +161 | New |
| Hollencrest Capital Management | 166 | $1.36K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 204 | $1.67K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 213 | $1.74K | 0.00% | −52−19.6% | Reduced |
| Private Trust Co NA | 234 | $1.91K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 243 | $1.99K | 0.00% | −30−11.0% | Reduced |
| True Wealth Design, LLC | 265 | $2.17K | 0.00% | +39+17.3% | Added |
| National Bank of Canada | 296 | $2.42K | 0.00% | +266+886.7% | Added |
| JPL Wealth Management, LLC | 332 | $2.71K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 397 | $3.23K | 0.00% | +397 | New |
| Activest Wealth Management | 396 | $3.23K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 401 | $3.27K | 0.00% | +1+0.3% | Added |
| Asset Dedication, LLC | 416 | $3.40K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 442 | $3.61K | 0.00% | −61−12.1% | Reduced |
| IMA Wealth, Inc. | 495 | $4.08K | 0.00% | +173+53.7% | Added |
| City Holding Co | 551 | $4.50K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 561 | $4.58K | 0.00% | +561 | New |
| Flagship Wealth Advisors, LLC | 618 | $5.05K | 0.00% | +618 | New |
| Allied Private Wealth LLC | 657 | $5.36K | 0.00% | +657 | New |
| NBC Securities, Inc. | 774 | $6.32K | 0.00% | −60−7.2% | Reduced |
| Raffa Wealth Management, LLC | 794 | $6.49K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 820 | $6.70K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,161 | $9.49K | 0.00% | +158+15.8% | Added |
| WealthCollab, LLC | 1,391 | $11.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,400 | $11.4K | 0.00% | −339−19.5% | Reduced |
| Clearstead Advisors, LLC | 1,412 | $11.5K | 0.00% | +860+155.8% | Added |
| Bell Investment Advisors, Inc | 1,465 | $12.0K | 0.00% | −295−16.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,465 | $12.0K | 0.00% | +1,465 | New |
| Bessemer Group Inc | 1,495 | $12.0K | 0.00% | +49+3.4% | Added |
| Silver Grove Financial Group, Inc. | 1,563 | $12.8K | 0.01% | +1,563 | New |
| Key Financial Inc | 1,801 | $14.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,320 | $19.0K | 0.00% | −3,208−58.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,448 | $20.0K | 0.00% | +2,448 | New |
| TD Private Client Wealth LLC | 2,626 | $21.5K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,938 | $24.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,358 | $27.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3,450 | $28.2K | 0.00% | +61+1.8% | Added |
| Smartleaf Asset Management LLC | 3,878 | $31.9K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 3,999 | $32.7K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4,385 | $35.8K | 0.02% | −77−1.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,450 | $36.4K | 0.00% | +1,024+29.9% | Added |
| EverSource Wealth Advisors, LLC | 6,076 | $49.6K | 0.00% | −3,365−35.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,700 | $54.7K | 0.00% | +6,700 | New |
| Pinnacle Wealth Planning Services, Inc. | 6,859 | $56.0K | 0.01% | −613−8.2% | Reduced |
| V-Square Quantitative Management LLC | 7,341 | $60.0K | 0.01% | +250+3.5% | Added |
| Deutsche Bank AG | 7,602 | $62.1K | 0.00% | −156,098−95.4% | Reduced |
| SRS Capital Advisors, Inc. | 7,818 | $63.9K | 0.00% | +7,305+1,424.0% | Added |
| Community Bank, N.A. | 7,950 | $65.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9,231 | $75.5K | 0.00% | −3,095−25.1% | Reduced |
| Grove Bank & Trust | 10,009 | $81.8K | 0.01% | −229−2.2% | Reduced |
| Advisors Preferred, LLC | 10,370 | $84.2K | 0.01% | −26,771−72.1% | Reduced |
| MQS Management LLC | 10,686 | $87.3K | 0.11% | +10,686 | New |
| Drive Wealth Management, LLC | 10,611 | $88.2K | 0.02% | −402−3.7% | Reduced |
| M&T Bank Corp | 10,843 | $88.6K | 0.00% | +10,843 | New |
| Strategic Global Advisors, LLC | 10,910 | $89.1K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 11,045 | $90.2K | 0.00% | −315−2.8% | Reduced |
| Sunpointe, LLC | 11,054 | $90.3K | 0.03% | 00.0% | Unchanged |
| Syon Capital LLC | 11,182 | $91.4K | 0.00% | +908+8.8% | Added |
| OneAscent Investment Solutions LLC | 11,226 | $91.7K | 0.09% | +11,226 | New |
| Arkadios Wealth Advisors | 11,407 | $93.2K | 0.00% | −32,082−73.8% | Reduced |
| Prelude Capital Management, LLC | 11,500 | $94.0K | 0.01% | 00.0% | Unchanged |
| Ascent Group, LLC | 11,991 | $98.0K | 0.00% | +156+1.3% | Added |
| GAMMA Investing LLC | 12,038 | $98.3K | 0.00% | −2,837−19.1% | Reduced |
| Coldstream Capital Management Inc | 12,170 | $99.4K | 0.00% | −10,414−46.1% | Reduced |
| Huntington National Bank | 12,193 | $99.6K | 0.00% | +1,255+11.5% | Added |
| Signaturefd, LLC | 12,673 | $103.5K | 0.00% | −1,607−11.3% | Reduced |
| PharVision Advisers, LLC | 12,786 | $104.5K | 1.97% | −2,363−15.6% | Reduced |
| Calamos Advisors LLC | 12,999 | $106.2K | 0.00% | −250,842−95.1% | Reduced |
| Foundations Investment Advisors, LLC | 13,073 | $106.8K | 0.00% | +13,073 | New |
| Yousif Capital Management, LLC | 13,272 | $108.4K | 0.00% | −52,383−79.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,390 | $109.4K | 0.00% | 00.0% | Unchanged |
| Athena Wealth Management, LLC | 13,481 | $110.1K | 0.08% | −48−0.4% | Reduced |
| Flatrock Wealth Partners LLC | 13,596 | $113.0K | 0.04% | 00.0% | Unchanged |
| First Horizon Corp | 14,395 | $117.6K | 0.00% | −1,247−8.0% | Reduced |
| Ewa, LLC | 14,457 | $118.1K | 0.02% | −46−0.3% | Reduced |
| Atomi Financial Group, Inc. | 14,626 | $119.5K | 0.00% | +14,626 | New |
| Warren Averett Asset Management, LLC | 14,652 | $119.7K | 0.00% | +582+4.1% | Added |
| Hamilton Capital, LLC | 14,892 | $121.7K | 0.01% | −1,343−8.3% | Reduced |
| Metis Global Partners, LLC | 15,234 | $124.5K | 0.00% | −5,055−24.9% | Reduced |
| Clear Street Markets LLC | 15,241 | $124.5K | 0.02% | +15,241 | New |
| Merit Financial Group, LLC | 15,779 | $128.9K | 0.00% | +1,603+11.3% | Added |
| Rathbone Brothers plc | 15,862 | $129.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 16,795 | $137.2K | 0.00% | +191+1.2% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 17,101 | $139.7K | 0.04% | −1,048,385−98.4% | Reduced |
| Hilltop Holdings Inc. | 17,132 | $140.0K | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 17,216 | $140.7K | 0.01% | −33−0.2% | Reduced |
| Summit Global Investments | 17,535 | $143.0K | 0.01% | −58,200−76.8% | Reduced |