Public record / Tickers / ITUB

ITUB — Itau Unibanco Holding S.A.†

Both disclosure regimes on one name: who in Congress filed about ITUB, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
13
all PTR rows naming ITUB
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
01-10
filed 2022-01-10
13F holders
317
top-317 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Greg Gianforte · $100K–$250K

BUY · traded 2020-06-05 → filed 2020-06-25. Ranked over every ITUB row by the provable lower bound, never a point estimate.

No member disclosed ITUB in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated ITUB rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ITUB · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ITUB
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-01-10Josh Gottheimer D–NJ-5SELL JT (jointly owned)Traded 2021-12-21 +20d$1K–$15K
2021-03-16Peter Meijer R–MI-3SELLTraded 02-17 +27d$15K–$50K
2021-02-23Peter Meijer R–MI-3SELL partial (partial sale)Traded 01-28 +26d$1K–$15K
2020-07-09Josh Gottheimer D–NJ-5BUY JT (jointly owned)Traded 06-03 +36d$1K–$15K
2020-07-09Josh Gottheimer D–NJ-5BUY JT (jointly owned)Traded 06-02 +37d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 13 ↗

Members active in ITUB

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed ITUB in the trailing 12 months.

Congress ↔ notable managers · ITUB

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held
Trimming
1 Viking Global Investors $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · ITAU UNIBANCO HLDG S A

Merged timeline of congressional filings and notable-manager moves on ITUB
DateWhoChangeSize
2026-05-15Viking Global Investors 13FEXIT−28,396,545 sh

1 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of ITUB for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1Capital Research Global Investors$709M1
2GQG Partners LLC$684M1
3Orbis Allan Gray Ltd$580M1
4SCHRODER INVESTMENT MANAGEMENT GROUP$509M1
5Westwood Global Investments, LLC$509M1
6ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$465M1
7BlackRock, Inc.$463M1
8Robeco Institutional Asset Management B.V.$458M1
9FMR LLC$387M1
10FRANKLIN RESOURCES INC$285M1
11WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$266M1
12Carrhae Capital LLP$171M1
13VANGUARD CAPITAL MANAGEMENT LLC$170M1
14TWO SIGMA INVESTMENTS, LP$168M1
15Itau Unibanco Holding S.A.$166M1
16WELLINGTON MANAGEMENT GROUP LLP$129M1
17STATE STREET CORP$112M1
18Perpetual Ltd$111M1
19MORGAN STANLEY$102M1
20JANE STREET GROUP, LLC$93.0M1
21BANK OF AMERICA CORP /DE/$88.2M1
22AMERICAN CENTURY COMPANIES INC$87.0M1
23TT International Asset Management LTD$79.9M1
24NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$77.3M1
25VOLORIDGE INVESTMENT MANAGEMENT, LLC$55.4M1
26HSBC HOLDINGS PLC$55.1M1
27Tredje AP-fonden$53.4M1
28UBS Group AG$53.3M1
29TODD ASSET MANAGEMENT LLC$52.7M1
30Capital World Investors$52.5M1
31Man Group plc$50.6M1
32NORTHERN TRUST CORP$46.9M1
33LAZARD ASSET MANAGEMENT LLC$43.6M1
34RENAISSANCE TECHNOLOGIES LLC$41.0M1
35ALLIANCEBERNSTEIN L.P.$35.6M1
36Amundi$33.5M1
37Invesco Ltd.$32.1M1
38First Eagle Investment Management, LLC$27.8M1
39Breakout Capital Partners, LP$27.6M1
40State of New Jersey Common Pension Fund D$26.1M1
41USS Investment Management Ltd$24.0M1
42VANGUARD PORTFOLIO MANAGEMENT LLC$22.5M1
43Legal & General Group Plc$21.6M1
44Qube Research & Technologies Ltd$21.2M1
45Gemsstock Ltd.$20.2M1
46WIM INVESTMENT MANAGEMENT Ltd$20.1M1
47ABN AMRO INVESTMENT SOLUTIONS$19.9M1
48DNCA FINANCE$14.6M1
49GMT CAPITAL CORP$14.3M1
50Trexquant Investment LP$14.2M1
51BTG Pactual Asset Management US LLC$11.3M1
52ENVESTNET ASSET MANAGEMENT INC$11.1M1
53HARDING LOEVNER LP$10.3M1
54DIMENSIONAL FUND ADVISORS LP$9.5M1
55DEPRINCE RACE & ZOLLO INC$9.2M1
56SEAVIEW INVESTMENT MANAGERS LLC$8.9M1
57VectorGlobal IAG, Inc.$8.9M1
58Daiwa Securities Group Inc.$8.8M1
59Moran Wealth Management, LLC$8.5M1
60MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC$8.1M1
61BARINGS LLC$7.5M1
62STOREBRAND ASSET MANAGEMENT AS$7.1M1
63RAYMOND JAMES FINANCIAL INC$7.1M1
64WELLS FARGO & COMPANY/MN$6.9M1
65CITIGROUP INC$6.8M1
66Optiver Holding B.V.$6.6M1
67EARNEST PARTNERS LLC$6.5M1
68VANGUARD FIDUCIARY TRUST CO$6.2M1
69Engineers Gate Manager LP$6.2M1
70Connor, Clark & Lunn Investment Management Ltd.$5.5M1
71Aragon Global Management, LP$5.5M1
72BNP Paribas Asset Management Holding S.A.$5.4M1
73ROYAL BANK OF CANADA$5.2M1
74Haven Global Partners, LLC$4.8M1
75SEI INVESTMENTS CO$4.6M1
76XTX Topco Ltd$4.4M1
77Crossmark Global Holdings, Inc.$4.0M1
78Banque Cantonale Vaudoise$4.0M1
79AQR CAPITAL MANAGEMENT LLC$3.9M1
80EAGLE GLOBAL ADVISORS LLC$3.9M1
81VPR Management LLC$3.7M1
82Brevan Howard Capital Management LP$3.5M1
83Federation des caisses Desjardins du Quebec$3.4M1
84PROFUND ADVISORS LLC$3.0M1
85NLB Skladi, upravljanje premozenja, d.o.o.$2.9M1
86QUATTRO FINANCIAL ADVISORS LLC$2.8M1
87Creative Planning$2.8M1
88QUADRANT CAPITAL GROUP LLC$2.8M1
89SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.7M1
90MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.6M1
91O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.3M1
92Quantinno Capital Management LP$2.3M1
93Advisors Asset Management, Inc.$2.3M1
94NOMURA ASSET MANAGEMENT CO LTD$2.3M1
95Calamos Advisors LLC$2.2M1
96CLOVERFIELDS CAPITAL GROUP, LP$2.2M1
97LONGFELLOW INVESTMENT MANAGEMENT CO LLC$2.0M1
98Vident Advisory, LLC$2.0M1
99PZENA INVESTMENT MANAGEMENT LLC$1.9M1
100LPL Financial LLC$1.9M1
101Sava Infond d.o.o.$1.8M1
102Eurizon Capital SGR S.p.A.$1.7M1
103BALYASNY ASSET MANAGEMENT L.P.$1.6M1
104Limestone Investment Advisors LP$1.6M1
105Graham Capital Management, L.P.$1.6M1
106BAILARD, INC.$1.6M1
107Pathstone Holdings, LLC$1.5M1
108MML INVESTORS SERVICES, LLC$1.4M1
109Banco BTG Pactual S.A.$1.4M1
110Sanctuary Advisors, LLC$1.4M1
111LGT Fund Management Co Ltd.$1.4M1
112DEUTSCHE BANK AG\$1.4M1
113Aberdeen Group plc$1.3M1
114FEDERATED HERMES, INC.$1.3M1
115DELTEC ASSET MANAGEMENT LLC$1.3M1
116Mariner, LLC$1.3M1
117Point Nemo Capital, LLC$1.2M1
118Integrated Quantitative Investments LLC$1.1M1
119QRG CAPITAL MANAGEMENT, INC.$1.1M1
120GROUPAMA ASSET MANAGMENT$1.1M1
121Nuveen, LLC$1.1M1
122Solstein Capital, LLC$1.0M1
123Frank, Rimerman Advisors LLC$1.0M1
124ION Fund Management Ltd$1.0M1
125Zurcher Kantonalbank (Zurich Cantonalbank)$993K1
126IEQ CAPITAL, LLC$969K1
127Atria Investments, Inc$960K1
128MASSACHUSETTS FINANCIAL SERVICES CO /MA/$952K1
129Vise Technologies, Inc.$889K1
130Legacy Wealth Asset Management, LLC$854K1
131Vanguard Personalized Indexing Management, LLC$838K1
132Boston Partners$824K1
133FIRST TRUST ADVISORS LP$815K1
134Marex Group Ltd$803K1
135NISSAY ASSET MANAGEMENT CORP /JAPAN$777K1
136WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$776K1
137Leonteq Securities AG$771K1
138Orion Porfolio Solutions, LLC$762K1
139Fairtree Asset Management (Pty) Ltd$747K1
140FIFTH THIRD BANCORP$745K1
141AXIOM INVESTORS LLC /DE$727K1
142OSAIC HOLDINGS, INC.$720K1
143London & Capital Asset Management Ltd$713K1
144Caprock Group, LLC$683K1
145US BANCORP \DE\$681K1
146Laird Norton Wetherby Trust Company, LLC$670K1
147Naviter Wealth, LLC$661K1
148STIFEL FINANCIAL CORP$654K1
149Squarepoint Ops LLC$653K1
150DRW Securities, LLC$629K1
151Tidal Investments LLC$604K1
152Qtron Investments LLC$582K1
153MIRABELLA FINANCIAL SERVICES LLP$575K1
154&PARTNERS$573K1
155Sequoia Financial Advisors, LLC$573K1
156Cerity Partners LLC$570K1
157GUARDCAP ASSET MANAGEMENT Ltd$567K1
158SHELTON CAPITAL MANAGEMENT$547K1
159Caitong International Asset Management Co., Ltd$512K1
160Spire Wealth Management$505K1
161Allspring Global Investments Holdings, LLC$465K1
162Banco Santander, S.A.$461K1
163Blue Trust, Inc.$443K1
164Hennion & Walsh Asset Management, Inc.$441K1
165First Affirmative Financial Network$438K1
166Aaron Wealth Advisors LLC$435K1
167Pekin Hardy Strauss, Inc.$430K1
168Gryphon Financial Partners LLC$424K1
169Candriam S.C.A.$413K1
170WEALTH ALLIANCE, LLC$412K1
171Corient Private Wealth LLC$409K1
172Rockefeller Capital Management L.P.$400K1
173Cetera Investment Advisers$398K1
174GUGGENHEIM CAPITAL LLC$389K1
175Ballentine Partners, LLC$352K1
176FORTRESS PRIVATE LEDGER, LLC$347K1
177STEPHENS INC /AR/$339K1
178AIGEN INVESTMENT MANAGEMENT, LP$339K1
179LGT Group Foundation$336K1
180NORDEA INVESTMENT MANAGEMENT AB$328K1
181ALLIANZ SE$321K1
182JOHNSON INVESTMENT COUNSEL INC$320K1
183SAGESPRING WEALTH PARTNERS, LLC$318K1
184BENJAMIN EDWARDS INC$306K1
185May Hill Capital, LLC$305K1
186Savant Capital, LLC$298K1
187Vontobel Holding Ltd.$290K1
188BANK OF MONTREAL /CAN/$287K1
189Kathmere Capital Management, LLC$287K1
190THORNBURG INVESTMENT MANAGEMENT INC$286K1
191Migdal Insurance & Financial Holdings Ltd.$268K1
192HBK Sorce Advisory LLC$258K1
193Van Diest Capital, LLC$243K1
194INSIGNEO ADVISORY SERVICES, LLC$239K1
195UNITED CAPITAL FINANCIAL ADVISORS, LLC$236K1
196NewEdge Wealth, LLC$235K1
197Frec Markets, Inc.$225K1
198HighTower Advisors, LLC$219K1
199Checchi Capital Advisers, LLC$218K1
200PDS Planning, Inc$212K1
201Focus Partners Wealth$211K1
202Navi International - Administradora e Gestora de Recursos Financeiros Ltda.$204K1
203Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$200K1
204UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$193K1
205Cresset Asset Management, LLC$193K1
206COLDSTREAM CAPITAL MANAGEMENT INC$189K1
207ELEVATION POINT WEALTH PARTNERS, LLC$187K1
208Aviso Financial Inc.$186K1
209Bank Julius Baer & Co. Ltd, Zurich$180K1
210Union Bancaire Privee, UBP SA$178K1
211Metis Global Partners, LLC$170K1
212Scientech Research LLC$170K1
213XPONANCE LLC$164K1
214Fielder Capital Group LLC$162K1
215TWO SIGMA SECURITIES, LLC$147K1
216Rehmann Capital Advisory Group$145K1
217EVERGREEN CAPITAL MANAGEMENT LLC$137K1
218Hamilton Capital, LLC$136K1
219MAI Capital Management$133K1
220MERCER GLOBAL ADVISORS INC /ADV$131K1
221PharVision Advisers, LLC$127K1
222EWA, LLC$122K1
223SIGNATUREFD, LLC$120K1
224Merit Financial Group, LLC$119K1
225Waverly Advisors, LLC$118K1
226Flatrock Wealth Partners LLC$115K1
227Athena Wealth Management, LLC$113K1
228Sumitomo Mitsui DS Asset Management Company, Ltd$112K1
229PALISADE CAPITAL MANAGEMENT, LP$102K1
230HUB Investment Partners, LLC$101K1
231Ascent Group, LLC$99.2K1
232LVW Advisors, LLC$97.3K1
233PRELUDE CAPITAL MANAGEMENT, LLC$96.4K1
234NewEdge Advisors, LLC$95.2K1
235DRIVE WEALTH MANAGEMENT, LLC$93.1K1
236Sunpointe, LLC$92.6K1
237Strategic Global Advisors, LLC$91.4K1
238Resonant Capital Advisors, LLC$88.8K1
239GATEWAY INVESTMENT ADVISERS LLC$87.3K1
240CenterBook Partners LP$84.0K1
241CWM, LLC$71.9K1
242Pinnacle Wealth Planning Services, Inc.$62.6K1
243Allworth Financial LP$46.3K1
244Smartleaf Asset Management LLC$30.5K1
245NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$28.7K1
246ASSETMARK, INC$28.4K1
247MATHER GROUP, LLC.$28.1K1
248Key FInancial Inc$15.1K1
249Bell Investment Advisors, Inc$14.7K1
250WealthCollab, LLC$11.7K1
251THRIVENT FINANCIAL FOR LUTHERANS$10.3K1
252Annis Gardner Whiting Capital Advisors, LLC$10.2K1
253JFS WEALTH ADVISORS, LLC$8.4K1
254Acumen Wealth Advisors, LLC$6.9K1
255FINANCIAL CONSULATE, INC$5.4K1
256Clearstead Advisors, LLC$4.6K1
257DekaBank Deutsche Girozentrale$4.0K1
258Asset Dedication, LLC$3.5K1
259Glen Eagle Advisors, LLC$3.4K1
260Activest Wealth Management$3.3K1
261HRT FINANCIAL LP$3.0K1
262JPL Wealth Management, LLC$2.8K1
263Triumph Capital Management$2.3K1
264BROWN, LISLE/CUMMINGS, INC.$2.3K1
265Larson Financial Group LLC$2.2K1
266Intentional Wealth Strategies, LLC$1.9K1
267True Wealth Design, LLC$1.9K1
268EFG International AG$1.7K1
269Raleigh Capital Management Inc.$1.3K1
270CENTRAL TRUST Co$1.3K1
271Kimelman & Baird, LLC$1.3K1
272NATURAL INVESTMENTS, LLC$9211
273Signature Equity Partners, LLC$8551
274Summit Global Investments$6351
275Physician Wealth Advisors, Inc.$5871
276Frazier Financial Advisors, LLC$4281
277NATIONAL BANK OF CANADA /FI/$2521
278PARK AVENUE SECURITIES LLC$2341
279Walleye Capital LLC$251
280M&T BANK CORP— value not disclosed1
281VANGUARD GROUP INC— value not disclosed1
282Brandywine Global Investment Management, LLC— value not disclosed1
283VIKING GLOBAL INVESTORS LP— value not disclosed1
284FLPUTNAM INVESTMENT MANAGEMENT CO— value not disclosed1
285Hilltop Holdings Inc.— value not disclosed1
286MILLENNIUM MANAGEMENT LLC— value not disclosed1
287GSA CAPITAL PARTNERS LLP— value not disclosed1
288Intesa Sanpaolo S.p.A.— value not disclosed1
289Employees Retirement System of Texas— value not disclosed1
290SAMLYN CAPITAL, LLC— value not disclosed1
291CITADEL ADVISORS LLC— value not disclosed1
292Verition Fund Management LLC— value not disclosed1
293TWO SIGMA ADVISERS, LP— value not disclosed1
294SUMMIT SECURITIES GROUP LLC— value not disclosed1
295Tower Research Capital LLC (TRC)— value not disclosed1
296West Family Investments, Inc.— value not disclosed1
297Mirae Asset Global Investments Co., Ltd.— value not disclosed1
298Tuttle Capital Management, LLC— value not disclosed1
299Point72 Asset Management, L.P.— value not disclosed1
300WINTON GROUP Ltd— value not disclosed1
301Stratos Wealth Partners, LTD.— value not disclosed1
302Bayesian Capital Management, LP— value not disclosed1
303Schonfeld Strategic Advisors LLC— value not disclosed1
304Mirabaud Asset Management Ltd— value not disclosed1
305Bridgefront Capital, LLC— value not disclosed1
306Investors Research Corp— value not disclosed1
307MGO ONE SEVEN LLC— value not disclosed1
308Global Retirement Partners, LLC— value not disclosed1
309Y-Intercept (Hong Kong) Ltd— value not disclosed1
310Aquatic Capital Management LLC— value not disclosed1
311Kestra Advisory Services, LLC— value not disclosed1
312R Squared Ltd— value not disclosed1
313SageView Advisory Group, LLC— value not disclosed1
314Sivia Capital Partners, LLC— value not disclosed1
315Northwest & Ethical Investments L.P.— value not disclosed1
316Bayforest Capital Ltd— value not disclosed1
317MASECO LLP— value not disclosed1
Truncated by Public Filings. Every one of the 279 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on ITUB

RETAINED WINDOW · ACTIVE HITS

Zero hits on ITUB in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for ITUB · financials and macro

Financials — as filed PLANNED

ITUB's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: ITUB on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing