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 367 institutions that hold shares in the stock, with a total of 843 Million shares, which have been reported (via 13F filing form) to have a value of $4.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
2,838
shares
|
$16,006
0.0% of portfolio
|
Q4 2024
Added 17.86%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,772
shares
|
$15,634
0.0% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
2,453
shares
|
$13,834
0.0% of portfolio
|
Q4 2024
Added 15.93%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
2,280
shares
|
$12,859
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
2,196
shares
|
$12,385
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,035
shares
|
$11,477
0.0% of portfolio
|
Q4 2024
Reduced 23.78%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,996
shares
|
$11,257
0.0% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,987
shares
|
$11,206
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
1,798
shares
|
$10,140
0.0% of portfolio
|
Q4 2024
Added 12.3%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,590
shares
|
$8,967
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,526
shares
|
$8,606
0.0% of portfolio
|
Q2 2022
Reduced 56.15%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,350
shares
|
$7,614
0.0% of portfolio
|
Q4 2024
Reduced 29.98%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
1,229
shares
|
$6,931
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
1,196
shares
|
$6,745
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,037
shares
|
$5,848
0.0% of portfolio
|
Q2 2020
Added 544.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,035
shares
|
$5,837
0.0% of portfolio
|
Q4 2023
Added 8.83%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
983
shares
|
$5,544
0.0% of portfolio
|
Q3 2023
Reduced 10.06%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
959
shares
|
$5,408
0.0% of portfolio
|
Q4 2024
Reduced 87.68%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
940
shares
|
$5,301
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
801
shares
|
$4,517
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
564
shares
|
$3,180
0.0% of portfolio
|
Q4 2021
Reduced 71.54%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
548
shares
|
$3,090
0.0% of portfolio
|
Q4 2023
Added 529.89%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
526
shares
|
$2,966
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
451
shares
|
$2,543
0.0% of portfolio
|
Q3 2024
Reduced 98.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
416
shares
|
$2,346
0.0% of portfolio
|
Q4 2024
New holding
|