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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
974
shares
|
$6,808
0.0% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
891
shares
|
$6,228
0.0% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
880
shares
|
$6,151
0.0% of portfolio
|
Q2 2025
Added 57.42%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
798
shares
|
$5,578
0.0% of portfolio
|
Q1 2025
Reduced 33.28%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
730
shares
|
$5,102
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
600
shares
|
$4,194
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
564
shares
|
$3,942
0.0% of portfolio
|
Q4 2021
Reduced 71.54%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
536
shares
|
$3,746
0.0% of portfolio
|
Q1 2025
Reduced 87.59%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
462
shares
|
$3,229
0.0% of portfolio
|
Q2 2025
Added 139.38%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
424
shares
|
$2,963
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
394
shares
|
$2,754
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
379
shares
|
$2,649
0.0% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
365
shares
|
$2,551
0.0% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
346
shares
|
$2,418
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
330
shares
|
$2,306
0.0% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
330
shares
|
$2,306
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
313
shares
|
$2,187
0.0% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
265
shares
|
$1,852
0.0% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
198
shares
|
$1,384
0.0% of portfolio
|
Q1 2023
Reduced 97.72%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
162
shares
|
$1,132
0.0% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
156
shares
|
$1,090
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
146
shares
|
$1,020
0.0% of portfolio
|
Q1 2025
Added 9.77%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
130
shares
|
$908
0.0% of portfolio
|
Q1 2025
Added 9.24%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
122
shares
|
$852
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
91
shares
|
$636
0.0% of portfolio
|
Q1 2025
Added 9.64%
|