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 384 institutions that hold shares in the stock, with a total of 1.19 Billion shares, which have been reported (via 13F filing form) to have a value of $9.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mizuho Securities Co. Ltd.
|
Oct 29, 2025 Q3 2025 |
1,205
shares
|
$9,206
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,037
shares
|
$7,922
0.0% of portfolio
|
Q2 2020
Added 544.67%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
983
shares
|
$7,510
0.0% of portfolio
|
Q3 2023
Reduced 10.06%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
974
shares
|
$7,441
0.0% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
911
shares
|
$6,960
0.0% of portfolio
|
Q3 2025
Reduced 15.26%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
857
shares
|
$6,547
0.0% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
734
shares
|
$5,607
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
581
shares
|
$4,438
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
564
shares
|
$4,308
0.0% of portfolio
|
Q4 2021
Reduced 71.54%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
552
shares
|
$4,217
0.0% of portfolio
|
Q3 2025
Reduced 79.99%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
536
shares
|
$4,095
0.0% of portfolio
|
Q1 2025
Reduced 87.59%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
535
shares
|
$4,087
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
526
shares
|
$4,018
0.0% of portfolio
|
Q3 2025
Added 13.85%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
409
shares
|
$3,124
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
404
shares
|
$3,086
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
379
shares
|
$2,895
0.0% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
370
shares
|
$2,826
0.0% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
346
shares
|
$2,643
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
330
shares
|
$2,521
0.0% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
330
shares
|
$2,521
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
313
shares
|
$2,391
0.0% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
304
shares
|
$2,322
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
265
shares
|
$2,024
0.0% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
200
shares
|
$1,528
0.0% of portfolio
|
Q3 2025
Added 809.09%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
198
shares
|
$1,512
0.0% of portfolio
|
Q1 2023
Reduced 97.72%
|
|