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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Greg Gianforte · $100K–$250K

Purchase · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-01-10Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 2021-12-21 +20d$1K–$15K
2021-03-16Peter Meijer R–MI-3SaleTraded 02-17 +27d$15K–$50K
2021-02-23Peter Meijer R–MI-3Sale · partial (partial sale)Traded 01-28 +26d$1K–$15K
2020-07-09Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 06-03 +36d$1K–$15K
2020-07-09Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 06-02 +37d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
281VANGUARD GROUP INC$01
282Brandywine Global Investment Management, LLC$01
283VIKING GLOBAL INVESTORS LP$01
284FLPUTNAM INVESTMENT MANAGEMENT CO$01
285Hilltop Holdings Inc.$01
286MILLENNIUM MANAGEMENT LLC$01
287GSA CAPITAL PARTNERS LLP$01
288Intesa Sanpaolo S.p.A.$01
289Employees Retirement System of Texas$01
290SAMLYN CAPITAL, LLC$01
291CITADEL ADVISORS LLC$01
292Verition Fund Management LLC$01
293TWO SIGMA ADVISERS, LP$01
294SUMMIT SECURITIES GROUP LLC$01
295Tower Research Capital LLC (TRC)$01
296West Family Investments, Inc.$01
297Mirae Asset Global Investments Co., Ltd.$01
298Tuttle Capital Management, LLC$01
299Point72 Asset Management, L.P.$01
300WINTON GROUP Ltd$01
301Stratos Wealth Partners, LTD.$01
302Bayesian Capital Management, LP$01
303Schonfeld Strategic Advisors LLC$01
304Mirabaud Asset Management Ltd$01
305Bridgefront Capital, LLC$01
306Investors Research Corp$01
307MGO ONE SEVEN LLC$01
308Global Retirement Partners, LLC$01
309Y-Intercept (Hong Kong) Ltd$01
310Aquatic Capital Management LLC$01
311Kestra Advisory Services, LLC$01
312R Squared Ltd$01
313SageView Advisory Group, LLC$01
314Sivia Capital Partners, LLC$01
315Northwest & Ethical Investments L.P.$01
316Bayforest Capital Ltd$01
317MASECO LLP$01
Truncated by Public Filings. The published aggregate ranks the top 317 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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