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 961 Million shares, which have been reported (via 13F filing form) to have a value of $6.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
15,483
shares
|
$97,697
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
15,400
shares
|
$97,174
0.0% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
15,078
shares
|
$95,142
0.01% of portfolio
|
Q1 2025
Reduced 11.67%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
14,991
shares
|
$94,593
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
14,855
shares
|
$93,735
0.0% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
14,465
shares
|
$91,274
0.01% of portfolio
|
Q1 2025
Added 26.72%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
14,359
shares
|
$90,605
0.0% of portfolio
|
Q1 2025
Added 20.56%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
13,890
shares
|
$87,645
0.0% of portfolio
|
Q1 2025
Added 21.61%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
13,887
shares
|
$87,626
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
13,530
shares
|
$85,374
0.0% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
13,316
shares
|
$84,023
0.0% of portfolio
|
Q1 2025
Added 26.57%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
13,137
shares
|
$82,894
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
13,096
shares
|
$82,635
0.0% of portfolio
|
Q2 2023
Added 0.75%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
12,895
shares
|
$81,367
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
12,766
shares
|
$80,553
0.0% of portfolio
|
Q1 2025
Reduced 81.07%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
12,697
shares
|
$80,118
0.01% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
12,547
shares
|
$79,171
0.0% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 02, 2025 Q1 2025 |
12,498
shares
|
$78,862
0.0% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
12,431
shares
|
$78,439
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
12,254
shares
|
$77,322
0.01% of portfolio
|
Q1 2025
Added 49.06%
|
|
|
Tuttle Capital Management, LLC
|
Apr 17, 2025 Q1 2025 |
12,252
shares
|
$77,310
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
12,211
shares
|
$77,051
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
12,141
shares
|
$76,609
0.01% of portfolio
|
Q3 2023
Added 4.21%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
11,715
shares
|
$73,921
0.0% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
11,620
shares
|
$73,322
0.0% of portfolio
|
Q1 2025
New holding
|