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 376 institutions that hold shares in the stock, with a total of 927 Million shares, which have been reported (via 13F filing form) to have a value of $4.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
53,766
shares
|
$272,593
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
52,575
shares
|
$266,555
0.0% of portfolio
|
Q3 2024
Reduced 13.39%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
51,353
shares
|
$260,359
0.01% of portfolio
|
Q3 2024
Added 35.94%
|
|
|
Candriam S.C.A.
|
Nov 13, 2024 Q3 2024 |
50,572
shares
|
$256,400
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
48,517
shares
|
$245,981
0.07% of portfolio
|
Q3 2024
Reduced 64.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
47,055
shares
|
$238,568
0.0% of portfolio
|
Q3 2024
Added 33.14%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Nov 05, 2024 Q3 2024 |
44,150
shares
|
$223,840
0.0% of portfolio
|
Q3 2024
Added 65.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
43,869
shares
|
$222,415
0.0% of portfolio
|
Q3 2024
Reduced 9.01%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
43,180
shares
|
$218,922
0.0% of portfolio
|
Q3 2024
Reduced 38.37%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
43,099
shares
|
$218,511
0.01% of portfolio
|
Q2 2022
Reduced 11.05%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2024 Q3 2024 |
41,990
shares
|
$212,889
0.07% of portfolio
|
Q3 2024
Added 11.64%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
41,463
shares
|
$210,217
0.0% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
41,333
shares
|
$209,558
0.01% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
40,667
shares
|
$206,181
0.0% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
40,624
shares
|
$205,963
0.0% of portfolio
|
Q3 2024
Added 12.96%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
37,290
shares
|
$189,060
0.01% of portfolio
|
Q3 2024
Reduced 12.34%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
36,624
shares
|
$185,683
0.0% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
35,616
shares
|
$180,573
0.0% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
35,616
shares
|
$180,573
0.01% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
35,077
shares
|
$177,840
0.0% of portfolio
|
Q3 2024
Added 131.52%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
33,500
shares
|
$169,845
0.05% of portfolio
|
Q1 2024
Reduced 35.43%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
33,258
shares
|
$168,618
0.0% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
33,043
shares
|
$167,528
0.01% of portfolio
|
Q3 2024
Added 24.97%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
32,787
shares
|
$166,230
0.02% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
31,797
shares
|
$161,210
0.0% of portfolio
|
Q3 2024
Reduced 92.85%
|