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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
276
shares
|
$1,835
0.0% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
239
shares
|
$1,589
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
198
shares
|
$1,316
0.0% of portfolio
|
Q1 2023
Reduced 97.72%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
193
shares
|
$1,283
0.0% of portfolio
|
Q1 2025
Added 15.57%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
162
shares
|
$1,077
0.0% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
146
shares
|
$970
0.0% of portfolio
|
Q1 2025
Added 9.77%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
130
shares
|
$864
0.0% of portfolio
|
Q1 2025
Added 9.24%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
122
shares
|
$811
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
117
shares
|
$778
0.0% of portfolio
|
Q1 2025
Reduced 41.79%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
91
shares
|
$605
0.0% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
88
shares
|
$585
0.0% of portfolio
|
Q1 2025
Reduced 99.72%
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
49
shares
|
$325
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|