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 |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
73,040
shares
|
$485,716
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
71,883
shares
|
$478,021
0.0% of portfolio
|
Q1 2025
Added 56.89%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
May 14, 2025 Q1 2025 |
70,369
shares
|
$467,953
0.0% of portfolio
|
Q1 2025
Reduced 21.6%
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
70,112
shares
|
$466,244
0.0% of portfolio
|
Q1 2025
Reduced 91.29%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
68,922
shares
|
$458,331
0.0% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
68,777
shares
|
$457,367
0.05% of portfolio
|
Q1 2025
Added 24.65%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
67,865
shares
|
$451,302
0.0% of portfolio
|
Q1 2025
Reduced 8.24%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
64,885
shares
|
$431,485
0.01% of portfolio
|
Q1 2025
Added 11.34%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
64,009
shares
|
$425,659
0.0% of portfolio
|
Q1 2025
Added 57.63%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
62,113
shares
|
$413,051
0.0% of portfolio
|
Q1 2025
Added 20.99%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
61,367
shares
|
$408,090
0.03% of portfolio
|
Q4 2024
Added 14.04%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
60,821
shares
|
$404,459
0.01% of portfolio
|
Q1 2025
Added 14.51%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Apr 28, 2025 Q1 2025 |
60,500
shares
|
$402,325
0.0% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
59,401
shares
|
$395,016
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
58,309
shares
|
$387,754
0.0% of portfolio
|
Q1 2025
Reduced 21.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
57,652
shares
|
$383,385
0.0% of portfolio
|
Q1 2025
Added 27.91%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
51,590
shares
|
$343,073
0.01% of portfolio
|
Q1 2025
Added 15.32%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
44,902
shares
|
$298,598
0.0% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
44,418
shares
|
$295,379
0.0% of portfolio
|
Q1 2025
Reduced 20.65%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
43,909
shares
|
$291,994
0.0% of portfolio
|
Q1 2025
Added 26.23%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
43,099
shares
|
$286,608
0.01% of portfolio
|
Q2 2022
Reduced 11.05%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
42,397
shares
|
$281,940
0.15% of portfolio
|
Q1 2025
Added 19.12%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
42,265
shares
|
$281,062
0.0% of portfolio
|
Q1 2025
Added 53.73%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
42,009
shares
|
$279,359
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
40,295
shares
|
$267,961
0.05% of portfolio
|
Q1 2025
Added 9.99%
|