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 |
|---|---|---|---|---|---|
| Banco Santander, S.A. | 84,397 | $689.5K | 0.00% | +29,359+53.3% | Added |
| Bamco Inc | 83,966 | $686.0K | 0.00% | +83,966 | New |
| AQR Capital Management LLC | 83,068 | $678.7K | 0.00% | −382,645−82.2% | Reduced |
| Vontobel Holding Ltd. | 82,994 | $678.1K | 0.00% | +48,442+140.2% | Added |
| CAPROCK Group, Inc. | 81,394 | $677.4K | 0.01% | +685+0.8% | Added |
| Pavaki Capital Management LLC | 82,400 | $673.2K | 0.38% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 81,072 | $662.3K | 0.00% | −4,893−5.7% | Reduced |
| Pzena Investment Management LLC | 80,241 | $655.6K | 0.00% | −144,916−64.4% | Reduced |
| Navi International - Administradora e Gestora de Recursos Financeiros Ltda. | 76,663 | $626.3K | 0.44% | +52,365+215.5% | Added |
| Allspring Global Investments Holdings, LLC | 75,387 | $612.9K | 0.00% | +20,613+37.6% | Added |
| Baldwin Investment Management, LLC | 72,571 | $592.9K | 0.06% | −1,878−2.5% | Reduced |
| Laird Norton Trust Company, LLC | 69,279 | $576.5K | 0.01% | −10,020−12.6% | Reduced |
| Qtron Investments LLC | 69,424 | $567.2K | 0.08% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 68,747 | $561.7K | 0.00% | +68,747 | New |
| Integrated Wealth Concepts LLC | 68,631 | $560.7K | 0.00% | −43,663−38.9% | Reduced |
| Sequoia Financial Advisors, LLC | 67,640 | $552.6K | 0.00% | −700−1.0% | Reduced |
| Guggenheim Capital LLC | 66,860 | $546.2K | 0.00% | +20,486+44.2% | Added |
| Insigneo Advisory Services, LLC | 66,434 | $542.8K | 0.02% | +37,895+132.8% | Added |
| Fox Run Management, L.L.C. | 66,409 | $542.6K | 0.09% | +66,409 | New |
| Geode Capital Management, LLC | 66,216 | $541.0K | 0.00% | +53,388+416.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 64,000 | $531.2K | 0.00% | +32,000+100.0% | Added |
| LGT Group Foundation | 63,723 | $520.6K | 0.01% | +23,570+58.7% | Added |
| Headlands Technologies LLC | 62,048 | $506.9K | 0.05% | +62,048 | New |
| Wiley Bros.-Aintree Capital, LLC | 61,289 | $501.1K | 0.00% | −7,584−11.0% | Reduced |
| Cerity Partners LLC | 60,055 | $490.6K | 0.00% | −7,979−11.7% | Reduced |
| Spire Wealth Management | 59,566 | $486.7K | 0.01% | −693−1.2% | Reduced |
| Harbour Capital Advisors, LLC | 55,984 | $482.6K | 0.09% | +55,984 | New |
| Fortress Private Ledger, LLC | 58,965 | $481.7K | 0.13% | +17,534+42.3% | Added |
| Gryphon Financial Partners LLC | 58,844 | $480.8K | 0.04% | +8,188+16.2% | Added |
| Aaron Wealth Advisors | 56,379 | $460.6K | 0.02% | +4,502+8.7% | Added |
| Ronald Blue Trust, Inc. | 54,512 | $445.4K | 0.00% | +1,630+3.1% | Added |
| Caitong International Asset Management Co., Ltd | 52,478 | $428.7K | 0.06% | −8,655−14.2% | Reduced |
| Advisory Services Network, LLC | 51,847 | $423.6K | 0.00% | +18,960+57.7% | Added |
| Pekin Hardy Strauss, Inc. | 51,298 | $419.1K | 0.04% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 49,263 | $402.1K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 48,261 | $394.3K | 0.00% | +9,945+26.0% | Added |
| Gateway Investment Advisers LLC | 47,991 | $392.1K | 0.00% | +37,577+360.8% | Added |
| Jump Financial, LLC | 47,806 | $390.6K | 0.00% | +47,806 | New |
| CI Private Wealth, LLC | 47,753 | $390.2K | 0.00% | −5,637−10.6% | Reduced |
| Blueshift Asset Management, LLC | 47,597 | $388.9K | 0.09% | +47,597 | New |
| Wealth Alliance | 47,266 | $386.2K | 0.03% | −1,903−3.9% | Reduced |
| Benjamin Edwards Inc | 42,911 | $350.5K | 0.00% | +6,348+17.4% | Added |
| Ballentine Partners, LLC | 42,053 | $343.6K | 0.00% | +49+0.1% | Added |
| Cetera Investment Advisers | 41,509 | $339.1K | 0.00% | −5,943−12.5% | Reduced |
| Massachusetts Financial Services Co | 42,635 | $329.7K | 0.00% | −70,990−62.5% | Reduced |
| Atlas Capital Advisors LLC | 40,054 | $327.2K | 0.04% | +10,508+35.6% | Added |
| BLI - Banque de Luxembourg Investments | 39,000 | $320.7K | 0.01% | +39,000 | New |
| Stephens Inc | 39,189 | $320.2K | 0.00% | −1,256−3.1% | Reduced |
| Transcend Wealth Collective, LLC | 38,741 | $316.5K | 0.02% | +793+2.1% | Added |
| Johnson Investment Counsel Inc | 38,215 | $312.2K | 0.00% | 00.0% | Unchanged |
| Magnetar Financial LLC | 38,049 | $310.9K | 0.00% | +38,049 | New |
| Toroso Investments, LLC | 37,604 | $307.2K | 0.00% | −34,493−47.8% | Reduced |
| Gould Asset Management LLC | 37,003 | $302.3K | 0.05% | 00.0% | Unchanged |
| XP Advisory US, Inc. | 36,683 | $299.7K | 0.16% | +36,683 | New |
| Rockefeller Capital Management L.P. | 35,735 | $292.0K | 0.00% | −11,987−25.1% | Reduced |
| Neuberger Berman Group LLC | 35,685 | $291.5K | 0.00% | −88,628−71.3% | Reduced |
| Shelton Capital Management | 35,620 | $291.0K | 0.01% | −29,640−45.4% | Reduced |
| Savant Capital, LLC | 35,229 | $287.8K | 0.00% | −287−0.8% | Reduced |
| Kathmere Capital Management, LLC | 33,975 | $277.6K | 0.01% | −260−0.8% | Reduced |
| Thornburg Investment Management Inc | 33,365 | $272.6K | 0.00% | −722−2.1% | Reduced |
| HighTower Advisors, LLC | 32,518 | $265.7K | 0.00% | +6,337+24.2% | Added |
| SG Americas Securities, LLC | 32,206 | $263.0K | 0.00% | −69,673−68.4% | Reduced |
| Frec Markets, Inc. | 31,931 | $260.9K | 0.02% | +5,082+18.9% | Added |
| Sagespring Wealth Partners, LLC | 31,061 | $253.8K | 0.00% | −6,874−18.1% | Reduced |
| HBK Sorce Advisory LLC | 30,560 | $250.9K | 0.00% | −275−0.9% | Reduced |
| Park Avenue Securities LLC | 29,736 | $243.0K | 0.00% | +1,781+6.4% | Added |
| Global Retirement Partners, LLC | 28,607 | $233.7K | 0.00% | +28,607 | New |
| Federation des caisses Desjardins du Quebec | 27,210 | $222.3K | 0.00% | −377,059−93.3% | Reduced |
| J. Safra Sarasin Holding AG | 26,360 | $215.4K | 0.00% | +26,360 | New |
| Checchi Capital Advisers, LLC | 26,012 | $212.5K | 0.01% | 00.0% | Unchanged |
| PDS Planning, Inc | 25,356 | $207.2K | 0.01% | +57+0.2% | Added |
| Colony Group, LLC | 25,326 | $207.1K | 0.00% | +8,077+46.8% | Added |
| Knights of Columbus Asset Advisors LLC | 24,880 | $203.3K | 0.01% | −21,786−46.7% | Reduced |
| Aviso Financial Inc. | 24,138 | $197.2K | 0.01% | +1,910+8.6% | Added |
| First Trust Advisors LP | 23,740 | $194.0K | 0.00% | −73,533−75.6% | Reduced |
| Cresset Asset Management, LLC | 22,815 | $189.7K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 22,660 | $186.3K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 22,632 | $184.9K | 0.00% | +6,968+44.5% | Added |
| United Capital Financial Advisers, LLC | 22,463 | $183.5K | 0.00% | −5,685−20.2% | Reduced |
| Natural Investments, LLC | 22,498 | $183.0K | 0.04% | −87,506−79.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 22,272 | $182.7K | 0.00% | −29−0.1% | Reduced |
| Captrust Financial Advisors | 22,228 | $181.6K | 0.00% | −462,710−95.4% | Reduced |
| NewEdge Wealth, LLC | 21,784 | $178.0K | 0.00% | −6,278−22.4% | Reduced |
| TCG Advisory Services, LLC | 21,606 | $176.5K | 0.00% | +9,605+80.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 21,527 | $175.9K | 0.00% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20,421 | $166.8K | 0.00% | −3,454−14.5% | Reduced |
| May Hill Capital, LLC | 19,720 | $161.1K | 0.03% | −16,669−45.8% | Reduced |
| IPG Investment Advisors LLC | 19,277 | $158.7K | 0.02% | +19,277 | New |
| Fielder Capital Group LLC | 19,380 | $158.3K | 0.03% | 00.0% | Unchanged |
| Xponance, Inc. | 19,280 | $157.5K | 0.00% | −336−1.7% | Reduced |
| Aigen Investment Management, LP | 18,651 | $152.4K | 0.04% | −21,790−53.9% | Reduced |
| Aviva PLC | 18,547 | $151.5K | 0.00% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 17,887 | $146.1K | 0.02% | +17,887 | New |
| Mondrian Investment Partners LTD | 17,872 | $146.0K | 0.00% | −796−4.3% | Reduced |
| Summit Global Investments | 17,535 | $143.0K | 0.01% | −58,200−76.8% | Reduced |
| Rehmann Capital Advisory Group | 17,216 | $140.7K | 0.01% | −33−0.2% | Reduced |
| Hilltop Holdings Inc. | 17,132 | $140.0K | 0.01% | 00.0% | Unchanged |
| Claudia M.P. Batlle, CRP (R) LLC | 17,101 | $139.7K | 0.04% | −1,048,385−98.4% | Reduced |
| Parallel Advisors, LLC | 16,795 | $137.2K | 0.00% | +191+1.2% | Added |
| Rathbone Brothers plc | 15,862 | $129.6K | 0.00% | 00.0% | Unchanged |