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 369 institutions that hold shares in the stock, with a total of 837 Million shares, which have been reported (via 13F filing form) to have a value of $4.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
451
shares
|
$2,552
0.0% of portfolio
|
Q3 2024
Reduced 98.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
416
shares
|
$2,354
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
346
shares
|
$1,958
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
339
shares
|
$1,918
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
314
shares
|
$1,777
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
300
shares
|
$1,698
0.0% of portfolio
|
Q2 2017
Closed
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
285
shares
|
$1,613
0.0% of portfolio
|
Q4 2024
Reduced 62.0%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
276
shares
|
$1,562
0.0% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
249
shares
|
$1,409
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
232
shares
|
$1,313
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Feb 06, 2025 Q4 2024 |
222
shares
|
$1,256
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
198
shares
|
$1,120
0.0% of portfolio
|
Q1 2023
Reduced 97.72%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
193
shares
|
$1,092
0.0% of portfolio
|
Q1 2025
Added 15.57%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
154
shares
|
$871
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
148
shares
|
$837
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
133
shares
|
$752
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
122
shares
|
$690
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
119
shares
|
$673
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
117
shares
|
$662
0.0% of portfolio
|
Q1 2025
Reduced 41.79%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
117
shares
|
$662
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
110
shares
|
$622
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
103
shares
|
$582
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
91
shares
|
$515
0.0% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
49
shares
|
$277
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|