Institutional Ownership Itau Unibanco Holding S.A. (ITUB)
This table provides information about the institutional ownership of Itau Unibanco Holding S.A. (ITUB). We have compiled data on the 358 institutions that hold shares in the stock, with a total of 965 Million shares, which have been reported (via 13F filing form) to have a value of $6.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,611
shares
|
$10,713
0.0% of portfolio
|
Q1 2025
Reduced 20.84%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
1,534
shares
|
$10,201
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,526
shares
|
$10,147
0.0% of portfolio
|
Q2 2022
Reduced 56.15%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
1,351
shares
|
$8,984
0.0% of portfolio
|
Q1 2025
Added 9.93%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,075
shares
|
$7,148
0.0% of portfolio
|
Q1 2025
Added 138.36%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,037
shares
|
$6,896
0.0% of portfolio
|
Q2 2020
Added 544.67%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
983
shares
|
$6,536
0.0% of portfolio
|
Q3 2023
Reduced 10.06%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
974
shares
|
$6,477
0.0% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
899
shares
|
$5,978
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
867
shares
|
$5,765
0.0% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
798
shares
|
$5,306
0.0% of portfolio
|
Q1 2025
Reduced 33.28%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
730
shares
|
$4,854
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
595
shares
|
$3,956
0.0% of portfolio
|
Q1 2025
Added 43.03%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
564
shares
|
$3,750
0.0% of portfolio
|
Q4 2021
Reduced 71.54%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
559
shares
|
$3,717
0.0% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
536
shares
|
$3,564
0.0% of portfolio
|
Q1 2025
Reduced 87.59%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
526
shares
|
$3,497
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
461
shares
|
$3,065
0.0% of portfolio
|
Q1 2025
Reduced 87.99%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
393
shares
|
$2,613
0.0% of portfolio
|
Q1 2025
Added 15.93%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
380
shares
|
$2,527
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
364
shares
|
$2,420
0.0% of portfolio
|
Q1 2025
Added 15.92%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
346
shares
|
$2,300
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
336
shares
|
$2,234
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
330
shares
|
$2,194
0.0% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
314
shares
|
$2,088
0.0% of portfolio
|
Q1 2025
Added 10.18%
|