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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 15,779 | $128.9K | 0.00% | +1,603+11.3% | Added |
| Clear Street Markets LLC | 15,241 | $124.5K | 0.02% | +15,241 | New |
| Metis Global Partners, LLC | 15,234 | $124.5K | 0.00% | −5,055−24.9% | Reduced |
| Hamilton Capital, LLC | 14,892 | $121.7K | 0.01% | −1,343−8.3% | Reduced |
| Warren Averett Asset Management, LLC | 14,652 | $119.7K | 0.00% | +582+4.1% | Added |
| Atomi Financial Group, Inc. | 14,626 | $119.5K | 0.00% | +14,626 | New |
| Ewa, LLC | 14,457 | $118.1K | 0.02% | −46−0.3% | Reduced |
| First Horizon Corp | 14,395 | $117.6K | 0.00% | −1,247−8.0% | Reduced |
| Flatrock Wealth Partners LLC | 13,596 | $113.0K | 0.04% | 00.0% | Unchanged |
| Athena Wealth Management, LLC | 13,481 | $110.1K | 0.08% | −48−0.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,390 | $109.4K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 13,272 | $108.4K | 0.00% | −52,383−79.8% | Reduced |
| Foundations Investment Advisors, LLC | 13,073 | $106.8K | 0.00% | +13,073 | New |
| Calamos Advisors LLC | 12,999 | $106.2K | 0.00% | −250,842−95.1% | Reduced |
| PharVision Advisers, LLC | 12,786 | $104.5K | 1.97% | −2,363−15.6% | Reduced |
| Signaturefd, LLC | 12,673 | $103.5K | 0.00% | −1,607−11.3% | Reduced |
| Huntington National Bank | 12,193 | $99.6K | 0.00% | +1,255+11.5% | Added |
| Coldstream Capital Management Inc | 12,170 | $99.4K | 0.00% | −10,414−46.1% | Reduced |
| GAMMA Investing LLC | 12,038 | $98.3K | 0.00% | −2,837−19.1% | Reduced |
| Ascent Group, LLC | 11,991 | $98.0K | 0.00% | +156+1.3% | Added |
| Prelude Capital Management, LLC | 11,500 | $94.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 11,407 | $93.2K | 0.00% | −32,082−73.8% | Reduced |
| OneAscent Investment Solutions LLC | 11,226 | $91.7K | 0.09% | +11,226 | New |
| Syon Capital LLC | 11,182 | $91.4K | 0.00% | +908+8.8% | Added |
| Sunpointe, LLC | 11,054 | $90.3K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 11,045 | $90.2K | 0.00% | −315−2.8% | Reduced |
| Strategic Global Advisors, LLC | 10,910 | $89.1K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 10,843 | $88.6K | 0.00% | +10,843 | New |
| Drive Wealth Management, LLC | 10,611 | $88.2K | 0.02% | −402−3.7% | Reduced |
| MQS Management LLC | 10,686 | $87.3K | 0.11% | +10,686 | New |
| Advisors Preferred, LLC | 10,370 | $84.2K | 0.01% | −26,771−72.1% | Reduced |
| Grove Bank & Trust | 10,009 | $81.8K | 0.01% | −229−2.2% | Reduced |
| Farther Finance Advisors, LLC | 9,231 | $75.5K | 0.00% | −3,095−25.1% | Reduced |
| Community Bank, N.A. | 7,950 | $65.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7,818 | $63.9K | 0.00% | +7,305+1,424.0% | Added |
| Deutsche Bank AG | 7,602 | $62.1K | 0.00% | −156,098−95.4% | Reduced |
| V-Square Quantitative Management LLC | 7,341 | $60.0K | 0.01% | +250+3.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,859 | $56.0K | 0.01% | −613−8.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,700 | $54.7K | 0.00% | +6,700 | New |
| EverSource Wealth Advisors, LLC | 6,076 | $49.6K | 0.00% | −3,365−35.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,450 | $36.4K | 0.00% | +1,024+29.9% | Added |
| Bruce G. Allen Investments, LLC | 4,385 | $35.8K | 0.02% | −77−1.7% | Reduced |
| Basecamp Wealth Advisors LLC | 3,999 | $32.7K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,878 | $31.9K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3,450 | $28.2K | 0.00% | +61+1.8% | Added |
| Mather Group, LLC. | 3,358 | $27.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,938 | $24.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,626 | $21.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,448 | $20.0K | 0.00% | +2,448 | New |
| Allworth Financial LP | 2,320 | $19.0K | 0.00% | −3,208−58.0% | Reduced |
| Key Financial Inc | 1,801 | $14.7K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 1,563 | $12.8K | 0.01% | +1,563 | New |
| Bessemer Group Inc | 1,495 | $12.0K | 0.00% | +49+3.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,465 | $12.0K | 0.00% | +1,465 | New |
| Bell Investment Advisors, Inc | 1,465 | $12.0K | 0.00% | −295−16.8% | Reduced |
| Clearstead Advisors, LLC | 1,412 | $11.5K | 0.00% | +860+155.8% | Added |
| Umb Bank N A | 1,400 | $11.4K | 0.00% | −339−19.5% | Reduced |
| WealthCollab, LLC | 1,391 | $11.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,161 | $9.49K | 0.00% | +158+15.8% | Added |
| Acumen Wealth Advisors, LLC | 820 | $6.70K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 794 | $6.49K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 774 | $6.32K | 0.00% | −60−7.2% | Reduced |
| Allied Private Wealth LLC | 657 | $5.36K | 0.00% | +657 | New |
| Flagship Wealth Advisors, LLC | 618 | $5.05K | 0.00% | +618 | New |
| BOK Financial Private Wealth, Inc. | 561 | $4.58K | 0.00% | +561 | New |
| City Holding Co | 551 | $4.50K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 495 | $4.08K | 0.00% | +173+53.7% | Added |
| Highline Wealth Partners LLC | 442 | $3.61K | 0.00% | −61−12.1% | Reduced |
| Asset Dedication, LLC | 416 | $3.40K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 401 | $3.27K | 0.00% | +1+0.3% | Added |
| Activest Wealth Management | 396 | $3.23K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 397 | $3.23K | 0.00% | +397 | New |
| JPL Wealth Management, LLC | 332 | $2.71K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 296 | $2.42K | 0.00% | +266+886.7% | Added |
| True Wealth Design, LLC | 265 | $2.17K | 0.00% | +39+17.3% | Added |
| Brown, Lisle/Cummings, Inc. | 243 | $1.99K | 0.00% | −30−11.0% | Reduced |
| Private Trust Co NA | 234 | $1.91K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 213 | $1.74K | 0.00% | −52−19.6% | Reduced |
| EFG International AG | 204 | $1.67K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 166 | $1.36K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 161 | $1.33K | 0.00% | +161 | New |
| Triumph Capital Management | 157 | $1.28K | 0.00% | −121−43.5% | Reduced |
| Central Trust Co | 150 | $1.23K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 150 | $1.23K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 143 | $1.17K | 0.00% | −121−45.8% | Reduced |
| UMA Financial Services, Inc. | 129 | $1.05K | 0.00% | +59+84.3% | Added |
| Versant Capital Management, Inc | 111 | $907 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 105 | $858 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 95 | $776 | 0.00% | +95 | New |
| Harbour Investments, Inc. | 80 | $654 | 0.00% | −15−15.8% | Reduced |
| Align Financial, LLC | 74 | $605 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 71 | $580 | 0.00% | +71 | New |
| Financial Consulate, Inc | 64 | $524 | 0.00% | −581−90.1% | Reduced |
| Danske Bank A/S | 2 | $16 | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −269,555−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −4,894,713−100.0% | Sold out |
| GMT Capital Corp | 0 | $0 | 0.00% | −1,706,130−100.0% | Sold out |
| Aragon Global Management, LP | 0 | $0 | 0.00% | −653,968−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −493,957−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −436,000−100.0% | Sold out |