Itau Unibanco H-Spon PRF ADRITUB

13F holders, Q3 2025 (September 30)
335holders +2
37new positions
34sold out
6famous investors
$7.34avg. 13F price*

At the end of Q3 2025, 335 institutions reported holding Itau Unibanco H-Spon PRF ADR (ITUB) in their 13F filings, up 2 from Q2 2025. 37 opened new positions and 34 sold out. The largest holders were GQG Partners LLC ($669.6M), Orbis Allan Gray Ltd ($611.6M) and Schroder Investment Management Group ($546.3M). 6 famous investors held it, including Howard Marks (2.0% of Oaktree Capital Management's portfolio), Ken Fisher (0.2% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).

Company
Itau Unibanco H-Spon PRF ADR
CUSIP
465562106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 324Q1 2024Q2 2024: 333Q2 2024Q3 2024: 348Q3 2024Q4 2024: 332Q4 2024Q1 2025: 316Q1 2025Q2 2025: 333Q2 2025Q3 2025: 335Q3 2025Q4 2025: 383Q4 2025Q1 2026: 389Q1 2026Q2 2026: 393Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions37$185.4M
Exits34$39.3M

All 13F filers, Q2 2025 → Q3 2025: 98,821,141 shares bought and 49,002,405 shares sold, net +49,818,736 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 335 holders

GQG Partners LLC 1.03% Reduce -0.4% 91,221,709 $669.6M
Orbis Allan Gray Ltd 2.63% Reduce -1.4% 83,327,177 $611.6M
Schroder Investment Management Group 0.43% Add +4.9% 74,529,975 $546.3M
FMR LLC 0.02% Reduce -5.9% 63,199,485 $463.9M
Westwood Global Investments, LLC 11.39% Reduce -3.1% 62,127,413 $456.0M
Fisher Asset Management 0.16% Reduce -0.1% 61,422,083 $450.8M
Arrowstreet Capital, Limited Partnership 0.28% Add +9.4% 61,131,445 $448.7M
Robeco Institutional Asset Management B.V. 0.61% Add +39.6% 57,624,188 $423.0M
JPMorgan Chase & Co. 0.02% Add +0.9% 41,387,090 $303.8M
Wellington Management Group LLP 0.05% Reduce -10.2% 41,297,424 $303.1M
BlackRock, Inc. 0.00% Add +14.4% 31,647,532 $232.3M
Franklin Resources Inc. 0.06% Reduce -1.0% 30,539,369 $224.2M
William Blair Investment Management, LLC 0.56% Add +0.7% 29,470,195 $216.3M
Capital Research Global Investors 0.04% Add +1.1% 29,215,208 $214.4M
T. Rowe Price Associates Inc. 0.02% Add +1.2% 27,781,941 $203.9M
Vanguard Group Inc. 0.00% Reduce -2.8% 23,513,387 $172.6M
Itau Unibanco Holding S.A. 5.66% Add +3.0% 22,672,324 $166.4M
Dodge & Cox 0.07% Add +5.3% 18,622,215 $136.7M
State Street Corp. 0.00% Add +9.3% 14,840,951 $109.0M
Renaissance Technologies 0.14% Reduce -46.9% 14,214,171 $104.3M
Ameriprise Financial Inc. 0.02% Add +56.1% 14,189,765 $104.2M
Samlyn Capital, LLC 1.41% New 13,540,652 $99.4M
Perpetual Ltd 1.18% Reduce -7.3% 12,966,314 $95.2M
Capital World Investors 0.01% Add +0.7% 12,883,841 $94.6M
Oaktree Capital Management 1.97% Add +15.1% 12,665,801 $93.0M
Voloridge Investment Management, LLC 0.31% Add +16.2% 12,598,545 $92.5M
Boston Partners 0.09% Add +1667.7% 12,413,727 $91.1M
Carmignac Gestion 1.23% Reduce -19.7% 11,283,185 $82.8M
Seafarer Capital Partners, LLC 22.17% Reduce -5.4% 10,591,400 $77.7M
Driehaus Capital Management LLC 0.56% Reduce -10.1% 10,590,674 $77.7M
Baillie Gifford & Co. 0.05% Reduce -2.6% 9,883,816 $72.5M
Northcape Capital Pty Ltd 9.94% Reduce -9.3% 9,797,690 $71.9M
Macquarie Group Ltd. 0.08% Reduce -2.2% 9,643,554 $70.8M
Goldman Sachs Group Inc. 0.01% Add +70.4% 8,451,916 $62.0M
Russell Investments Group, Ltd. 0.07% Add +2.3% 8,332,975 $61.2M
Public Employees Retirement System of Ohio 0.17% Reduce -0.7% 7,301,731 $53.6M
Tredje AP-fonden 0.43% New 7,224,000 $53.0M
New York State Common Retirement Fund 0.07% Add +18.6% 6,868,048 $50.4M
American Century Companies Inc. 0.02% Add +12.8% 6,234,442 $45.8M
Todd Asset Management LLC 0.91% Add +5.3% 6,162,981 $45.2M
Lazard Asset Management LLC 0.06% Reduce -1.7% 5,712,705 $41.9M
Northern Trust Corp. 0.01% Add +3.2% 5,380,855 $39.5M
Two Sigma Investments, LP 0.06% Add +333.4% 5,110,047 $37.5M
HSBC Holdings PLC 0.02% Add +14.6% 4,589,694 $33.7M
Morgan Stanley 0.00% Add +19.6% 4,377,775 $32.1M
UBS Group AG 0.01% Reduce -3.4% 4,110,948 $30.2M
Bank of America Corp. 0.00% Reduce -4.0% 4,054,713 $29.8M
Teachers Retirement System of the State of Kentucky 0.21% Add +8.3% 3,725,339 $27.3M
Breakout Capital Partners, LP 14.86% No change 3,178,624 $23.3M
State of New Jersey Common Pension Fund D 0.08% No change 3,124,628 $22.9M
Amundi 0.01% Add +64.3% 3,200,012 $22.8M
Natixis Advisors, LLC 0.03% Add +4.5% 2,843,223 $20.9M
USS Investment Management Ltd 0.10% No change 2,778,561 $20.4M
Susquehanna International Group, LLP 0.03% Add +23.3% 2,591,405 $19.0M
Legal & General Group Plc 0.00% Reduce -16.7% 2,500,550 $18.4M
First Eagle Investment Management, LLC 0.03% Add +9.9% 2,491,313 $18.3M
Gemsstock Ltd. 3.52% New 2,328,500 $17.1M
GMT Capital Corp 0.77% Reduce -61.6% 2,324,330 $17.1M
Ramirez Asset Management, Inc. 2.19% Reduce -0.8% 2,145,922 $15.8M
Silvercrest Asset Management Group LLC 0.10% Reduce -20.2% 2,095,327 $15.4M
Millennium Management 0.01% Add +340.6% 1,974,927 $14.5M
SPX Gestao de Recursos Ltda 1.03% Add +111.1% 1,674,082 $12.3M
Harding Loevner LP 0.09% Reduce -7.6% 1,615,455 $11.9M
Boston Common Asset Management, LLC 0.31% Reduce -12.6% 1,516,338 $11.1M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.35% Add +3.3% 1,494,716 $11.0M
Deprince Race & Zollo Inc. 0.19% Reduce -2.4% 1,263,819 $9.3M
Envestnet Asset Management Inc. 0.00% Add +1.9% 1,226,702 $9.0M
Barings LLC 0.16% Reduce -6.1% 1,134,326 $8.3M
Matthews International Capital Management LLC 1.90% Reduce -1.4% 1,110,694 $8.2M
Man Group plc 0.01% Add +395.5% 1,018,139 $7.5M
INCA Investments LLC 3.25% Reduce -22.9% 961,948 $7.1M
Daiwa Securities Group Inc. 0.02% Reduce -72.0% 219,082 $7.0M
WIM INVESTMENT MANAGEMENT Ltd 1.79% Add +38.4% 958,500 $7.0M
Sei Investments Co. 0.01% Add +12.4% 906,248 $6.7M
STRS Ohio 0.02% No change 901,560 $6.6M
Earnest Partners LLC 0.03% Reduce -0.8% 874,267 $6.4M
Moran Wealth Management, LLC 0.19% Add +2.3% 847,447 $6.2M
B. Metzler seel. Sohn & Co. AG 0.05% Add +8.9% 839,299 $6.2M
Storebrand Asset Management As 0.02% No change 822,271 $6.0M
Thrivent Financial for Lutherans 0.01% New 816,427 $6.0M
Dimensional Fund Advisors LP 0.00% Add +15.8% 812,649 $6.0M
Pinebridge Investments, L.P. 0.04% Reduce -3.4% 784,940 $5.8M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Reduce -4.7% 778,358 $5.7M
Oaktree Fund Advisors, LLC 10.26% Add +14.6% 752,641 $5.5M
Haven Global Partners, LLC 3.89% Add +9.5% 739,983 $5.4M
Nomura Asset Management Co. Ltd. 0.01% No change 732,973 $5.4M
Employees Retirement System of Texas 0.05% Reduce -24.4% 731,275 $5.4M
Wells Fargo & Company 0.00% Add +1.8% 731,318 $5.4M
Raymond James Financial Inc. 0.00% Add +41.3% 700,710 $5.1M
Cullen Capital Management, LLC 0.05% Reduce -0.9% 669,412 $4.9M
Crossmark Global Holdings, Inc. 0.06% Add +0.0% 539,244 $4.0M
Royal Bank of Canada 0.00% Add +5.3% 517,218 $3.8M
Geode Capital Management, LLC 0.00% No change 504,085 $3.7M
DekaBank Deutsche Girozentrale 0.01% No change 505,000 $3.7M
Brandywine Global Investment Management, LLC 0.02% Add +0.1% 487,080 $3.6M
Invesco Ltd. 0.00% Add +48.7% 486,357 $3.6M
Two Sigma Advisers, LP 0.01% Add +350.4% 471,623 $3.5M
BNP Paribas Financial Markets 0.00% Add +54.8% 448,003 $3.3M
Eagle Global Advisors LLC 0.13% Reduce -5.3% 447,000 $3.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -23.9% 425,981 $3.1M
VPR Management LLC 1.42% No change 425,256 $3.1M
Abn Amro Investment Solutions 0.06% No change 412,746 $3.0M
Pzena Investment Management LLC 0.01% No change 408,895 $3.0M
Altrinsic Global Advisors LLC 0.11% No change 388,709 $2.9M
Longfellow Investment Management Co. LLC 0.64% Add +15.2% 369,920 $2.7M
Qube Research & Technologies Ltd 0.00% Add +67.2% 367,828 $2.7M
Madison Asset Management, LLC 0.03% Reduce -1.9% 364,971 $2.7M
Rhumbline Advisers 0.00% Reduce -5.3% 356,101 $2.6M
LPL Financial LLC 0.00% Reduce -4.0% 343,609 $2.5M
Victory Capital Management Inc. 0.00% Add +100.2% 335,333 $2.5M
Citigroup Inc. 0.00% Reduce -5.7% 331,620 $2.4M
Quattro Financial Advisors LLC 0.77% No change 330,000 $2.4M
Meritage Portfolio Management 0.16% Reduce -0.2% 323,563 $2.4M
Quadrant Capital Group LLC 0.08% Add +1413.2% 318,807 $2.3M
Calamos Advisors LLC 0.01% Reduce -37.1% 300,019 $2.2M
Liontrust Investment Partners LLP 0.03% No change 300,000 $2.2M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +3.9% 290,937 $2.1M
Generali Investments CEE, investicni spolecnost, a.s. 0.15% Reduce -0.8% 265,551 $1.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.2% 262,789 $1.9M
GUARDCAP ASSET MANAGEMENT Ltd 0.04% Reduce -4.7% 253,600 $1.9M
Profund Advisors LLC 0.06% Add +6.7% 239,453 $1.8M
Northwest & Ethical Investments L.P. 0.04% New 221,449 $1.6M
Creative Planning 0.00% Add +33.8% 216,579 $1.6M
O'shaughnessy Asset Management, LLC 0.01% Add +2.3% 215,687 $1.6M
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.7% 209,003 $1.5M
GMO 0.00% Reduce -77.8% 190,130 $1.4M
Limestone Investment Advisors LP 0.64% New 185,092 $1.4M
Vident Advisory, LLC 0.01% Add +102.6% 182,425 $1.3M
Bailard, Inc. 0.03% New 180,000 $1.3M
Euro Pacific Asset Management, LLC 0.16% Add +0.3% 179,293 $1.3M
Aragon Global Management, LP 0.37% New 165,700 $1.2M
PNC Financial Services Group, Inc. 0.00% Add +7.8% 165,133 $1.2M
Sanctuary Advisors, LLC 0.01% Reduce -19.1% 159,273 $1.2M
Bank of New York Mellon Corp 0.00% Reduce -5.2% 158,088 $1.2M
Ethic Inc. 0.02% Add +10.8% 154,508 $1.1M
Pathstone Holdings, LLC 0.00% Reduce -0.9% 148,517 $1.1M
Advisors Asset Management, Inc. 0.02% Add +59.8% 145,914 $1.1M
Quantinno Capital Management LP 0.00% Add +305.4% 144,571 $1.1M
TT International Asset Management LTD 0.20% New 140,000 $1.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -26.6% 139,780 $1.0M
Mackenzie Financial Corp. 0.00% Add +0.4% 136,061 $999K
Mariner, LLC 0.00% Reduce -0.0% 135,843 $997K
Deltec Asset Management LLC 0.16% No change 133,650 $981K
Jones Financial Companies LLLP 0.00% Add +3.0% 135,358 $980K
Groupama Asset Managment 0.01% No change 131,956 $969K
Nuveen, LLC 0.00% Reduce -1.5% 130,974 $961K
Sava Infond d.o.o. 0.13% Reduce -9.5% 125,400 $920K
Aberdeen Group plc 0.00% Reduce -45.0% 123,242 $903K
Campbell & CO Investment Adviser LLC 0.07% Add +89.1% 120,452 $884K
Solstein Capital, LLC 0.40% No change 119,020 $874K
Frank, Rimerman Advisors LLC 0.06% Add +133.4% 117,838 $865K
Vise Technologies, Inc. 0.03% Add +6.5% 115,548 $848K
SG Americas Securities, LLC 0.00% New 115,416 $847K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce 0.0% 115,042 $844K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -2.3% 109,331 $802K
Handelsbanken Fonder AB 0.00% No change 107,037 $786K
Orion Porfolio Solutions, LLC 0.01% Add +20.3% 105,131 $772K
Natural Investments, LLC 0.19% Reduce -0.1% 104,087 $763K
Legacy Wealth Asset Management, LLC 0.18% Add +1.1% 102,216 $750K
Atria Investments, Inc 0.01% Add +5.0% 100,523 $738K
Banque Cantonale Vaudoise 0.03% No change 99,000 $727K
DRW Securities, LLC 0.03% Reduce -28.6% 90,960 $673K
Balyasny Asset Management L.P. 0.00% Reduce -84.1% 87,347 $641K
Osaic Holdings, Inc. 0.00% Add +67.6% 87,016 $632K
Caprock Group, LLC 0.02% — 84,197 $614K
First Trust Advisors LP 0.00% Reduce -76.6% 83,316 $612K
US Bancorp \de 0.00% Reduce -67.6% 82,658 $607K
W1M Asset Management Ltd 0.04% No change 82,500 $606K
Fifth Third Bancorp 0.00% Reduce -8.9% 82,493 $605K
Hantz Financial Services, Inc. 0.01% Add +217.9% 82,054 $602K
Qtron Investments LLC 0.07% Reduce -21.1% 79,998 $587K
AQR Capital Management 0.00% Reduce -45.2% 77,813 $571K
Naviter Wealth, LLC 0.06% Add +10.8% 75,207 $552K
QRG Capital Management, Inc. 0.01% Reduce -14.2% 75,140 $552K
Jane Street Group, LLC 0.00% Reduce -88.6% 75,030 $550K
Baldwin Investment Management, LLC 0.06% No change 72,288 $531K
Cerity Partners LLC 0.00% Add +1.1% 70,616 $518K
Vanguard Personalized Indexing Management, LLC 0.01% Add +10.1% 70,015 $515K
Barclays PLC 0.00% Add +34.0% 69,040 $507K
Wealth Alliance, LLC 0.05% Add +0.1% 67,971 $499K
Banco Santander, S.A. 0.00% Reduce -6.9% 67,787 $498K
Sequoia Financial Advisors, LLC 0.00% Add +1.3% 65,821 $483K
Evergreen Capital Management LLC 0.01% Reduce -34.9% 63,693 $469K
Yousif Capital Management, LLC 0.01% No change 63,744 $468K
Guggenheim Capital LLC 0.00% Reduce -47.3% 62,420 $458K
Belvedere Trading LLC 0.04% Add +8.3% 61,504 $451K
&partners 0.00% Add +14.9% 59,772 $439K
Mgo One Seven LLC 0.01% Reduce -0.9% 58,920 $432K
Ieq Capital, LLC 0.00% Add +190.3% 58,384 $429K
Candriam S.C.A. 0.00% Reduce -24.1% 58,264 $428K
Nordea Investment Management AB 0.00% Reduce -11.0% 56,742 $415K
Graham Capital Management, L.P. 0.02% Reduce -63.0% 56,463 $414K
Spire Wealth Management 0.01% Add +7.2% 55,679 $409K
Blue Trust, Inc. 0.00% Add +9.1% 54,379 $399K
Pekin Hardy Strauss, Inc. 0.04% Add +8.0% 49,805 $366K
Engineers Gate Manager LP 0.00% New 48,072 $353K
Walleye Trading LLC 0.01% Reduce -31.1% 47,867 $351K
Integrated Wealth Concepts LLC 0.00% Add +4.8% 46,642 $342K
Knights of Columbus Asset Advisors LLC 0.02% Add +2.4% 45,309 $333K
First Affirmative Financial Network 0.15% Reduce -2.0% 44,203 $324K
Insigneo Advisory Services, LLC 0.02% Add +46.0% 42,594 $313K
Thornburg Investment Management Inc. 0.00% Reduce -12.4% 42,320 $311K
Centiva Capital, LP 0.03% New 41,814 $307K
Corient Private Wealth LP 0.00% Add +2.3% 41,131 $302K
Segall Bryant & Hamill, LLC 0.00% Reduce -48.8% 40,000 $294K
Laird Norton Wetherby Wealth Management, LLC 0.01% Add +51.7% 39,736 $292K
Flputnam Investment Management Co. 0.00% Add +13.7% 39,664 $291K
Gould Asset Management LLC 0.05% Add +3.5% 39,590 $291K
MML Investors Services, LLC 0.00% Add +4.2% 39,358 $289K
Bayforest Capital Ltd 0.13% Reduce -49.2% 38,364 $282K
Stephens Inc. 0.00% Add +18.0% 36,888 $271K
Cetera Investment Advisers 0.00% Add +78.2% 35,510 $261K
Johnson Investment Counsel Inc. 0.00% Reduce -53.4% 35,166 $258K
Brooklyn Investment Group 0.03% Reduce -2.0% 36,730 $243K
Metis Global Partners, LLC 0.01% Reduce -12.3% 32,207 $236K
Farringdon Capital, Ltd. 0.06% New 31,866 $234K
Stifel Financial Corp. 0.00% Add +22.1% 31,335 $230K
Savant Capital, LLC 0.00% Reduce -4.2% 30,455 $224K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Reduce -50.4% 30,000 $220K
Ballentine Partners, LLC 0.00% Reduce -0.8% 29,570 $217K
Massachusetts Financial Services Co. 0.00% Add +132.2% 29,219 $214K
HBK Sorce Advisory LLC 0.01% Reduce -1.6% 31,142 $214K
Sagespring Wealth Partners, LLC 0.00% Reduce -0.1% 28,506 $209K
HighTower Advisors, LLC 0.00% Add +4.1% 28,139 $207K
Neuberger Berman Group LLC 0.00% Reduce -0.5% 27,708 $203K
Kathmere Capital Management, LLC 0.01% Add +1.2% 26,103 $192K
Acadian Asset Management LLC 0.00% Reduce -79.9% 25,987 $190K
Coldstream Capital Management Inc. 0.00% Add +84.3% 25,879 $190K
Allspring Global Investments Holdings, LLC 0.00% Reduce -11.3% 26,263 $189K
Checchi Capital Advisers, LLC 0.01% No change 24,982 $183K
PDS Planning, Inc 0.01% Reduce -7.1% 24,597 $181K
Vontobel Holding Ltd. 0.00% New 22,199 $163K
Cresset Asset Management, LLC 0.00% No change 22,151 $163K
Union Bancaire Privee, UBP SA 0.00% No change 22,000 $159K
Wexford Capital LP 0.05% New 21,496 $158K
NewEdge Wealth, LLC 0.00% Add +4.7% 21,079 $158K
Fortress Private Ledger, LLC 0.06% Add +4.7% 21,332 $157K
United Capital Financial Advisors, LLC 0.00% Add +0.1% 21,074 $155K
R Squared Ltd 0.07% New 20,909 $153K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 20,900 $153K
Benjamin Edwards Inc. 0.00% New 20,344 $149K
Flow Traders U.S. LLC 0.01% New 20,146 $148K
Aviso Financial Inc. 0.01% Add +16.4% 20,106 $148K
Aigen Investment Management, LP 0.02% New 19,871 $146K
Bridgefront Capital, LLC 0.04% New 19,511 $143K
Captrust Financial Advisors 0.00% Add +2.5% 19,250 $141K
Focus Partners Wealth 0.00% Add +35.3% 18,905 $139K
Leonteq Securities AG 0.01% Add +572.8% 18,878 $139K
Fielder Capital Group LLC 0.03% No change 18,816 $138K
Tower Research Capital LLC (TRC) 0.00% Reduce -1.6% 18,532 $136K
Xponance LLC 0.00% Add +6.2% 18,355 $135K
Aviva PLC 0.00% No change 18,007 $132K
Hilltop Holdings Inc. 0.01% Add +0.5% 17,916 $132K
Provida Pension Fund Administrator 0.00% No change 17,835 $131K
West Family Investments, Inc. 0.03% No change 17,245 $127K
Cibc World Market Inc. 0.00% Reduce -50.5% 16,979 $125K
Stratos Wealth Partners, LTD. 0.00% Reduce -6.5% 16,879 $124K
Rehmann Capital Advisory Group 0.01% Add +2.1% 16,803 $123K
Transcend Capital Advisors, LLC 0.01% New 15,734 $115K
PharVision Advisers, LLC 0.06% New 15,438 $113K
Rathbones Group PLC 0.00% No change 15,400 $113K
Ewa, LLC 0.03% Reduce -1.0% 15,376 $113K
Mercer Global Advisors Inc. 0.00% Reduce -12.9% 14,689 $108K
Legacy Financial Advisors, Inc. 0.01% New 14,681 $108K
Alta Capital Management LLC/ 0.01% No change 14,025 $103K
Van Eck Associates Corp. 0.00% Add +42.4% 13,687 $100K
Ameraudi Asset Management, Inc. 0.06% Reduce -51.0% 13,559 $100K
Bank of Montreal 0.00% Add +11.6% 13,479 $99K
Waverly Advisors, LLC 0.00% No change 13,435 $99K
Squarepoint Ops LLC 0.00% Reduce -56.7% 12,982 $95K
Keybank National Association 0.00% No change 12,920 $95K
Signaturefd, LLC 0.00% Reduce -6.4% 12,666 $93K
Merit Financial Group, LLC 0.00% Reduce -0.7% 12,345 $91K
NewEdge Advisors, LLC 0.00% Add +7.0% 12,298 $90K
Mondrian Investment Partners LTD 0.00% — 12,296 $90K
Park Avenue Securities LLC 0.00% Add +17.5% 12,022 $88K
DGS Capital Management, LLC 0.01% New 11,158 $82K
Sunpointe, LLC 0.03% No change 10,777 $79K
Parallel Advisors, LLC 0.00% Add +3.9% 10,588 $78K
Grove Bank & Trust 0.01% Reduce -18.5% 10,352 $76K
GeoWealth Management, LLC 0.00% Add +5.1% 10,167 $75K
Huntington National Bank 0.00% Add +4.7% 9,803 $72K
Investors Research Corp 0.01% No change 9,800 $72K
GAMMA Investing LLC 0.00% Reduce -1.8% 9,489 $70K
Caitong International Asset Management Co., Ltd 0.05% Add +486.0% 8,966 $66K
First Horizon Corp. 0.00% — 8,242 $60K
Cwm, LLC 0.00% No change 8,166 $60K
Community Bank, N.A. 0.01% New 7,719 $57K
EverSource Wealth Advisors, LLC 0.00% Reduce -2.5% 6,794 $50K
Rockefeller Capital Management L.P. 0.00% New 6,778 $50K
Bruce G. Allen Investments, LLC 0.03% No change 5,257 $39K
Farther Finance Advisors, LLC 0.00% Add +9.8% 4,741 $35K
Global Retirement Partners, LLC 0.00% Add +23.3% 4,003 $29K
MAI Capital Management 0.00% Reduce -34.5% 3,989 $29K
Smartleaf Asset Management LLC 0.00% Add +47.9% 3,754 $28K
Principal Securities, Inc. 0.00% Add +25.7% 3,442 $25K
Mather Group, Llc. 0.00% New 3,263 $24K
TD Private Client Wealth LLC 0.00% Add +4.5% 2,708 $20K
Tortoise Investment Management, LLC 0.00% No change 2,415 $18K
Assetmark, Inc. 0.00% Add +204.0% 1,824 $13K
Key Financial Inc 0.00% No change 1,749 $13K
Allworth Financial LP 0.00% Add +70.5% 1,500 $11K
Walleye Capital LLC 0.00% New 1,378 $10K
WealthCollab, LLC 0.00% No change 1,351 $10K
Mizuho Securities Co. Ltd. 0.06% No change 1,205 $9K
JFS Wealth Advisors, LLC 0.00% No change 974 $7K
CIBC Private Wealth Group LLC 0.00% Add +43.2% 911 $7K
Lanark Financial, Inc. 0.00% Reduce -3.8% 857 $6K
Financial Management Professionals, Inc. 0.00% New 734 $5K
Arax Advisory Partners 0.00% Reduce -80.0% 552 $4K
Bessemer Group Inc. 0.00% New 581 $4K
Clearstead Advisors, LLC 0.00% No change 536 $4K
City Holding Co. 0.00% New 535 $4K
Highline Wealth Partners LLC 0.00% Add +13.8% 526 $4K
Advisory Services Network, LLC 0.00% New 409 $3K
Asset Dedication, LLC 0.00% New 404 $3K
Binnacle Investments Inc 0.00% No change 379 $3K
Glen Eagle Advisors, LLC 0.00% Add +1.4% 370 $3K
Raffa Wealth Management, LLC 0.00% Add +97.8% 356 $3K
UMB Bank, n.a. 0.00% No change 330 $2K
Federation des caisses Desjardins du Quebec 0.00% No change 330 $2K
JPL Wealth Management, LLC 0.00% New 304 $2K
AdvisorNet Financial, Inc 0.00% No change 265 $2K
Northwestern Mutual Wealth Management Co. 0.00% Add +809.1% 200 $1K
Hollencrest Capital Management 0.00% No change 162 $1K
Horizon Investments, LLC 0.00% No change 156 $1K
Kimelman & Baird, LLC 0.00% No change 146 $1K
Bell Investment Advisors, Inc 0.00% No change 130 $955
True Wealth Design, LLC 0.00% New 117 $859
CGC Financial Services, LLC 0.00% No change 91 $668
Turning Point Benefit Group, Inc. 0.00% New 78 $560
Perkins Coie Trust Co 0.00% No change 49 $359
National Bank of Canada 0.00% No change 30 $220
Rossby Financial, LCC 0.00% New 4 $29
Danske Bank A/S 0.00% No change 1 $7

"% of holder's portfolio" is ITUB's weight in each manager's 13F, not the share of Itau Unibanco H-Spon PRF ADR the manager owns.