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 |
|---|---|---|---|---|---|
| Mondrian Investment Partners LTD | 17,872 | $146.0K | 0.00% | −796−4.3% | Reduced |
| Victory Financial Group, LLC | 17,887 | $146.1K | 0.02% | +17,887 | New |
| Aviva PLC | 18,547 | $151.5K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 18,651 | $152.4K | 0.04% | −21,790−53.9% | Reduced |
| Xponance, Inc. | 19,280 | $157.5K | 0.00% | −336−1.7% | Reduced |
| Fielder Capital Group LLC | 19,380 | $158.3K | 0.03% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 19,277 | $158.7K | 0.02% | +19,277 | New |
| May Hill Capital, LLC | 19,720 | $161.1K | 0.03% | −16,669−45.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20,421 | $166.8K | 0.00% | −3,454−14.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 21,527 | $175.9K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 21,606 | $176.5K | 0.00% | +9,605+80.0% | Added |
| NewEdge Wealth, LLC | 21,784 | $178.0K | 0.00% | −6,278−22.4% | Reduced |
| Captrust Financial Advisors | 22,228 | $181.6K | 0.00% | −462,710−95.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 22,272 | $182.7K | 0.00% | −29−0.1% | Reduced |
| Natural Investments, LLC | 22,498 | $183.0K | 0.04% | −87,506−79.5% | Reduced |
| United Capital Financial Advisers, LLC | 22,463 | $183.5K | 0.00% | −5,685−20.2% | Reduced |
| Mercer Global Advisors Inc | 22,632 | $184.9K | 0.00% | +6,968+44.5% | Added |
| Union Bancaire Privee, UBP SA | 22,660 | $186.3K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 22,815 | $189.7K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 23,740 | $194.0K | 0.00% | −73,533−75.6% | Reduced |
| Aviso Financial Inc. | 24,138 | $197.2K | 0.01% | +1,910+8.6% | Added |
| Knights of Columbus Asset Advisors LLC | 24,880 | $203.3K | 0.01% | −21,786−46.7% | Reduced |
| Colony Group, LLC | 25,326 | $207.1K | 0.00% | +8,077+46.8% | Added |
| PDS Planning, Inc | 25,356 | $207.2K | 0.01% | +57+0.2% | Added |
| Checchi Capital Advisers, LLC | 26,012 | $212.5K | 0.01% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 26,360 | $215.4K | 0.00% | +26,360 | New |
| Federation des caisses Desjardins du Quebec | 27,210 | $222.3K | 0.00% | −377,059−93.3% | Reduced |
| Global Retirement Partners, LLC | 28,607 | $233.7K | 0.00% | +28,607 | New |
| Park Avenue Securities LLC | 29,736 | $243.0K | 0.00% | +1,781+6.4% | Added |
| HBK Sorce Advisory LLC | 30,560 | $250.9K | 0.00% | −275−0.9% | Reduced |
| Sagespring Wealth Partners, LLC | 31,061 | $253.8K | 0.00% | −6,874−18.1% | Reduced |
| Frec Markets, Inc. | 31,931 | $260.9K | 0.02% | +5,082+18.9% | Added |
| SG Americas Securities, LLC | 32,206 | $263.0K | 0.00% | −69,673−68.4% | Reduced |
| HighTower Advisors, LLC | 32,518 | $265.7K | 0.00% | +6,337+24.2% | Added |
| Thornburg Investment Management Inc | 33,365 | $272.6K | 0.00% | −722−2.1% | Reduced |
| Kathmere Capital Management, LLC | 33,975 | $277.6K | 0.01% | −260−0.8% | Reduced |
| Savant Capital, LLC | 35,229 | $287.8K | 0.00% | −287−0.8% | Reduced |
| Shelton Capital Management | 35,620 | $291.0K | 0.01% | −29,640−45.4% | Reduced |
| Neuberger Berman Group LLC | 35,685 | $291.5K | 0.00% | −88,628−71.3% | Reduced |
| Rockefeller Capital Management L.P. | 35,735 | $292.0K | 0.00% | −11,987−25.1% | Reduced |
| XP Advisory US, Inc. | 36,683 | $299.7K | 0.16% | +36,683 | New |
| Gould Asset Management LLC | 37,003 | $302.3K | 0.05% | 00.0% | Unchanged |
| Toroso Investments, LLC | 37,604 | $307.2K | 0.00% | −34,493−47.8% | Reduced |
| Magnetar Financial LLC | 38,049 | $310.9K | 0.00% | +38,049 | New |
| Johnson Investment Counsel Inc | 38,215 | $312.2K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 38,741 | $316.5K | 0.02% | +793+2.1% | Added |
| Stephens Inc | 39,189 | $320.2K | 0.00% | −1,256−3.1% | Reduced |
| BLI - Banque de Luxembourg Investments | 39,000 | $320.7K | 0.01% | +39,000 | New |
| Atlas Capital Advisors LLC | 40,054 | $327.2K | 0.04% | +10,508+35.6% | Added |
| Massachusetts Financial Services Co | 42,635 | $329.7K | 0.00% | −70,990−62.5% | Reduced |
| Cetera Investment Advisers | 41,509 | $339.1K | 0.00% | −5,943−12.5% | Reduced |
| Ballentine Partners, LLC | 42,053 | $343.6K | 0.00% | +49+0.1% | Added |
| Benjamin Edwards Inc | 42,911 | $350.5K | 0.00% | +6,348+17.4% | Added |
| Wealth Alliance | 47,266 | $386.2K | 0.03% | −1,903−3.9% | Reduced |
| Blueshift Asset Management, LLC | 47,597 | $388.9K | 0.09% | +47,597 | New |
| CI Private Wealth, LLC | 47,753 | $390.2K | 0.00% | −5,637−10.6% | Reduced |
| Jump Financial, LLC | 47,806 | $390.6K | 0.00% | +47,806 | New |
| Gateway Investment Advisers LLC | 47,991 | $392.1K | 0.00% | +37,577+360.8% | Added |
| Allianz SE | 48,261 | $394.3K | 0.00% | +9,945+26.0% | Added |
| Candriam Luxembourg S.C.A. | 49,263 | $402.1K | 0.00% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 51,298 | $419.1K | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 51,847 | $423.6K | 0.00% | +18,960+57.7% | Added |
| Caitong International Asset Management Co., Ltd | 52,478 | $428.7K | 0.06% | −8,655−14.2% | Reduced |
| Ronald Blue Trust, Inc. | 54,512 | $445.4K | 0.00% | +1,630+3.1% | Added |
| Aaron Wealth Advisors | 56,379 | $460.6K | 0.02% | +4,502+8.7% | Added |
| Gryphon Financial Partners LLC | 58,844 | $480.8K | 0.04% | +8,188+16.2% | Added |
| Fortress Private Ledger, LLC | 58,965 | $481.7K | 0.13% | +17,534+42.3% | Added |
| Harbour Capital Advisors, LLC | 55,984 | $482.6K | 0.09% | +55,984 | New |
| Spire Wealth Management | 59,566 | $486.7K | 0.01% | −693−1.2% | Reduced |
| Cerity Partners LLC | 60,055 | $490.6K | 0.00% | −7,979−11.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 61,289 | $501.1K | 0.00% | −7,584−11.0% | Reduced |
| Headlands Technologies LLC | 62,048 | $506.9K | 0.05% | +62,048 | New |
| LGT Group Foundation | 63,723 | $520.6K | 0.01% | +23,570+58.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 64,000 | $531.2K | 0.00% | +32,000+100.0% | Added |
| Geode Capital Management, LLC | 66,216 | $541.0K | 0.00% | +53,388+416.2% | Added |
| Fox Run Management, L.L.C. | 66,409 | $542.6K | 0.09% | +66,409 | New |
| Insigneo Advisory Services, LLC | 66,434 | $542.8K | 0.02% | +37,895+132.8% | Added |
| Guggenheim Capital LLC | 66,860 | $546.2K | 0.00% | +20,486+44.2% | Added |
| Sequoia Financial Advisors, LLC | 67,640 | $552.6K | 0.00% | −700−1.0% | Reduced |
| Integrated Wealth Concepts LLC | 68,631 | $560.7K | 0.00% | −43,663−38.9% | Reduced |
| Tudor Investment Corp Et Al | 68,747 | $561.7K | 0.00% | +68,747 | New |
| Qtron Investments LLC | 69,424 | $567.2K | 0.08% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 69,279 | $576.5K | 0.01% | −10,020−12.6% | Reduced |
| Baldwin Investment Management, LLC | 72,571 | $592.9K | 0.06% | −1,878−2.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 75,387 | $612.9K | 0.00% | +20,613+37.6% | Added |
| Navi International - Administradora e Gestora de Recursos Financeiros Ltda. | 76,663 | $626.3K | 0.44% | +52,365+215.5% | Added |
| Pzena Investment Management LLC | 80,241 | $655.6K | 0.00% | −144,916−64.4% | Reduced |
| Advisor Group Holdings, Inc. | 81,072 | $662.3K | 0.00% | −4,893−5.7% | Reduced |
| Pavaki Capital Management LLC | 82,400 | $673.2K | 0.38% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 81,394 | $677.4K | 0.01% | +685+0.8% | Added |
| Vontobel Holding Ltd. | 82,994 | $678.1K | 0.00% | +48,442+140.2% | Added |
| AQR Capital Management LLC | 83,068 | $678.7K | 0.00% | −382,645−82.2% | Reduced |
| Bamco Inc | 83,966 | $686.0K | 0.00% | +83,966 | New |
| Banco Santander, S.A. | 84,397 | $689.5K | 0.00% | +29,359+53.3% | Added |
| Axiom Investors LLC | 85,500 | $698.5K | 0.01% | −1,300−1.5% | Reduced |
| Fifth Third Bancorp | 87,124 | $711.8K | 0.00% | −1,819−2.0% | Reduced |
| US Bancorp | 88,252 | $721.0K | 0.00% | +6,941+8.5% | Added |
| Fairtree Asset Management (Pty) Ltd | 89,137 | $728.2K | 0.28% | 00.0% | Unchanged |
| Virtu Financial LLC | 91,283 | $746.0K | 0.02% | +91,283 | New |
| Citigroup Inc | 92,142 | $752.8K | 0.00% | −715,054−88.6% | Reduced |