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 377 institutions that hold shares in the stock, with a total of 1.08 Billion shares, which have been reported (via 13F filing form) to have a value of $7.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
8,166
shares
|
$57,080
0.0% of portfolio
|
Q2 2025
Added 15.32%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
6,966
shares
|
$48,692
0.0% of portfolio
|
Q2 2025
Added 332.4%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
5,257
shares
|
$36,746
0.03% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
4,392
shares
|
$30,700
0.0% of portfolio
|
Q4 2023
Reduced 63.18%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,318
shares
|
$30,182
0.0% of portfolio
|
Q2 2025
Added 3590.6%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Aug 04, 2025 Q2 2025 |
3,959
shares
|
$27,673
0.0% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,272
shares
|
$22,871
0.0% of portfolio
|
Q2 2024
Added 1.77%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
3,248
shares
|
$22,703
0.0% of portfolio
|
Q2 2025
Added 17.17%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,759
shares
|
$19,285
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,738
shares
|
$19,138
0.0% of portfolio
|
Q2 2025
Added 37.17%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,591
shares
|
$18,111
0.0% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,539
shares
|
$17,747
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,415
shares
|
$16,880
0.0% of portfolio
|
Q4 2023
Reduced 9.07%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
2,180
shares
|
$15,238
0.0% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
1,749
shares
|
$12,225
0.0% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
1,531
shares
|
$10,701
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
1,530
shares
|
$10,694
0.01% of portfolio
|
Q2 2025
Added 1638.64%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,526
shares
|
$10,666
0.0% of portfolio
|
Q2 2022
Reduced 56.15%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
1,351
shares
|
$9,443
0.01% of portfolio
|
Q1 2025
Added 9.93%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
1,218
shares
|
$8,513
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,075
shares
|
$7,514
0.0% of portfolio
|
Q1 2025
Added 138.36%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,037
shares
|
$7,248
0.0% of portfolio
|
Q2 2020
Added 544.67%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
1,022
shares
|
$7,143
0.0% of portfolio
|
Q2 2025
Added 17.88%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
1,000
shares
|
$6,990
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
983
shares
|
$6,871
0.0% of portfolio
|
Q3 2023
Reduced 10.06%
|