Itau Unibanco H-Spon PRF ADRITUB

13F holders, Q1 2026 (March 31)
389holders +6
55new positions
49sold out
4famous investors
$8.33avg. 13F price*

At the end of Q1 2026, 389 institutions reported holding Itau Unibanco H-Spon PRF ADR (ITUB) in their 13F filings, up 6 from Q4 2025. 55 opened new positions and 49 sold out. The largest holders were Capital Research Global Investors ($708.9M), GQG Partners LLC ($684.2M) and Orbis Allan Gray Ltd ($580.5M). 4 famous investors held it, including Howard Marks (2.4% of Oaktree Capital Management's portfolio), Ken Fisher (0.1% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions55$226.5M
Exits49$322.3M

All 13F filers, Q4 2025 → Q1 2026: 185,690,649 shares bought and 197,192,626 shares sold, net −11,501,977 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 389 holders

Capital Research Global Investors 0.11% Add +178.7% 84,609,325 $708.9M
GQG Partners LLC 1.08% Reduce -15.8% 81,646,220 $684.2M
Orbis Allan Gray Ltd 2.45% Reduce -15.2% 69,269,672 $580.5M
Schroder Investment Management Group 0.42% Reduce -11.2% 64,691,459 $509.1M
Westwood Global Investments, LLC 18.97% Reduce -1.0% 60,727,358 $508.9M
Arrowstreet Capital, Limited Partnership 0.25% Reduce -12.7% 55,481,880 $464.9M
BlackRock, Inc. 0.01% Add +45.0% 55,201,404 $462.6M
Robeco Institutional Asset Management B.V. 0.65% Reduce -6.6% 54,692,228 $458.3M
FMR LLC 0.02% Reduce -16.8% 46,163,893 $386.9M
JPMorgan Chase & Co. 0.02% Reduce -3.0% 42,252,980 $332.5M
Franklin Resources Inc. 0.07% Add +4.7% 33,988,131 $284.8M
William Blair Investment Management, LLC 0.88% Reduce -13.3% 31,684,708 $265.6M
Fisher Asset Management 0.08% Add +0.3% 28,614,724 $239.8M
T. Rowe Price Associates Inc. 0.02% Reduce -6.0% 20,737,149 $173.8M
Carrhae Capital LLP 12.09% New 20,443,133 $171.3M
Vanguard Capital Management LLC 0.00% — 20,252,308 $169.7M
Two Sigma Investments, LP 0.14% Add +143.5% 20,088,181 $168.3M
Itau Unibanco Holding S.A. 3.97% Reduce -5.2% 20,012,082 $166.0M
Dodge & Cox 0.09% Add +0.3% 19,169,381 $160.6M
Wellington Management Group LLP 0.02% Reduce -64.0% 15,427,772 $129.3M
Goldman Sachs Group Inc. 0.02% Add +67.0% 15,342,570 $128.6M
State Street Corp. 0.00% Reduce -2.6% 13,218,732 $111.7M
Perpetual Ltd 1.71% Reduce -1.5% 13,273,095 $111.2M
Northcape Capital Pty Ltd 12.51% Add +0.3% 12,941,017 $108.4M
Oaktree Capital Management 2.37% Reduce -11.8% 12,188,995 $102.1M
Morgan Stanley 0.01% Add +308.6% 12,179,414 $102.1M
Jane Street Group, LLC 0.10% Add +352.8% 11,094,671 $93.0M
Seafarer Capital Partners, LLC 20.98% No change 10,909,142 $91.4M
Bank of America Corp. 0.01% Add +155.5% 10,522,224 $88.2M
American Century Companies Inc. 0.04% Add +42.8% 10,385,332 $87.0M
TT International Asset Management LTD 8.72% Add +8163.8% 9,533,122 $79.9M
Nomura Asset Management International Inc. 0.13% Reduce -5.9% 9,219,057 $77.3M
Russell Investments Group, Ltd. 0.08% Reduce -2.2% 8,854,346 $74.1M
Carmignac Gestion 1.11% Add +20.7% 8,630,222 $72.3M
Baillie Gifford & Co. 0.07% Reduce -14.7% 8,231,975 $69.0M
Voloridge Investment Management, LLC 0.22% Reduce -43.1% 6,612,024 $55.4M
Tredje AP-fonden 0.29% Add +49.3% 6,373,065 $53.4M
UBS Group AG 0.01% Add +1.2% 6,355,470 $53.3M
Todd Asset Management LLC 1.03% Add +0.6% 6,286,672 $52.7M
Capital World Investors 0.01% Reduce -53.0% 6,262,952 $52.5M
Driehaus Capital Management LLC 0.38% Reduce -47.5% 6,221,566 $52.1M
Man Group plc 0.11% Reduce -2.5% 6,037,156 $50.6M
HSBC Holdings PLC 0.03% Add +29.0% 6,041,558 $50.6M
Northern Trust Corp. 0.01% Reduce -0.2% 5,595,143 $46.9M
Lazard Asset Management LLC 0.07% Add +1.1% 5,202,138 $43.6M
Renaissance Technologies 0.06% Reduce -43.1% 4,894,713 $41.0M
New York State Common Retirement Fund 0.06% Reduce -8.8% 4,754,025 $39.8M
Alliancebernstein L.P. 0.01% Add +4153.6% 4,972,179 $35.6M
Amundi 0.01% Add +18.6% 4,002,998 $33.5M
Teachers Retirement System of the State of Kentucky 0.25% No change 3,837,098 $32.2M
Invesco Ltd. 0.00% Add +506.8% 3,829,179 $32.1M
Public Employees Retirement System of Ohio 0.10% Reduce -39.2% 3,818,022 $32.0M
First Eagle Investment Management, LLC 0.05% Add +18.6% 3,312,310 $27.8M
Breakout Capital Partners, LP 15.86% Reduce -0.2% 3,291,424 $27.6M
State of New Jersey Common Pension Fund D 0.10% Reduce -1.7% 3,115,046 $26.1M
Natixis Advisors, LLC 0.04% Add +3.6% 3,027,910 $25.4M
USS Investment Management Ltd 0.10% No change 2,861,917 $24.0M
Vanguard Portfolio Management LLC 0.00% — 2,689,304 $22.5M
Legal & General Group Plc 0.01% No change 2,575,565 $21.6M
Qube Research & Technologies Ltd 0.03% Add +350.8% 2,530,578 $21.2M
Gemsstock Ltd. 2.13% Add +5.8% 2,408,113 $20.2M
WIM INVESTMENT MANAGEMENT Ltd 5.96% Add +38.1% 2,398,610 $20.1M
Abn Amro Investment Solutions 0.26% Add +72.5% 2,376,967 $19.9M
Ramirez Asset Management, Inc. 2.38% Add +5.9% 2,355,376 $19.8M
Jones Financial Companies LLLP 0.01% Add +1563.2% 2,438,905 $19.2M
Silvercrest Asset Management Group LLC 0.14% Add +2.9% 2,278,562 $19.1M
Zeno Equity Partners LLP 7.61% New 2,236,966 $18.7M
Dnca Finance 0.84% Add +19.2% 1,737,271 $14.6M
GMT Capital Corp 0.65% Add +45.3% 1,706,130 $14.3M
Trexquant Investment LP 0.10% Add +64.2% 1,694,531 $14.2M
BTG Pactual Asset Management US LLC 1.11% New 1,343,809 $11.3M
Envestnet Asset Management Inc. 0.00% Add +4.6% 1,323,894 $11.1M
Thrivent Financial for Lutherans 0.02% Add +44.8% 1,233,689 $10.3M
Harding Loevner LP 0.11% Reduce -5.6% 1,233,594 $10.3M
Dimensional Fund Advisors LP 0.00% Add +16.0% 1,132,049 $9.5M
Deprince Race & Zollo Inc. 0.17% Reduce -5.6% 1,092,846 $9.2M
Seaview Investment Managers LLC 3.22% New 1,065,486 $8.9M
VectorGlobal IAG, Inc. 2.30% — 1,059,024 $8.9M
Boston Common Asset Management, LLC 0.57% Reduce -4.3% 1,052,191 $8.8M
Daiwa Securities Group Inc. 0.03% Reduce -1.5% 1,049,829 $8.8M
Moran Wealth Management, LLC 0.26% Add +10.3% 1,011,349 $8.5M
Matthews International Capital Management LLC 3.29% Reduce -15.8% 968,644 $8.1M
Barings LLC 0.12% No change 891,821 $7.5M
Cullen Capital Management, LLC 0.08% Add +28.1% 878,679 $7.4M
Handelsbanken Fonder AB 0.02% Add +680.8% 860,851 $7.2M
Storebrand Asset Management As 0.02% Add +0.2% 848,919 $7.1M
Raymond James Financial Inc. 0.00% Add +25.8% 845,081 $7.1M
Wells Fargo & Company 0.00% Reduce -0.8% 822,714 $6.9M
Citigroup Inc. 0.00% Add +104.8% 807,196 $6.8M
Barclays PLC 0.00% Add +50.0% 786,596 $6.6M
Optiver Holding B.V. 0.25% Add +118.5% 786,436 $6.6M
INCA Investments LLC 2.33% Reduce -14.1% 783,087 $6.6M
Earnest Partners LLC 0.03% Reduce -9.4% 777,185 $6.5M
B. Metzler seel. Sohn & Co. AG 0.06% Reduce -4.8% 768,951 $6.4M
Oaktree Fund Advisors, LLC 11.31% Reduce -1.8% 761,827 $6.4M
Vanguard Fiduciary Trust Co. 0.00% — 743,637 $6.2M
Engineers Gate Manager LP 0.08% Add +1321.1% 734,793 $6.2M
Pinebridge Investments LLC 0.05% Reduce -10.7% 709,118 $5.9M
BI Asset Management Fondsmaeglerselskab A/S 0.06% Add +6.4% 701,153 $5.9M
STRS Ohio 0.02% Reduce -13.2% 686,170 $5.8M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -18.7% 654,725 $5.5M
Aragon Global Management, LP 3.82% Add +86.4% 653,968 $5.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +45.8% 639,906 $5.4M
Royal Bank of Canada 0.00% Reduce -3.7% 616,286 $5.2M
Haven Global Partners, LLC 4.48% Reduce -25.8% 567,982 $4.8M
Sei Investments Co. 0.00% Reduce -5.2% 551,787 $4.6M
XTX Topco Ltd 0.08% Add +29.2% 523,207 $4.4M
Acadian Asset Management LLC 0.01% Add +363.8% 493,957 $4.1M
Captrust Financial Advisors 0.01% Add +2244.5% 484,938 $4.1M
Crossmark Global Holdings, Inc. 0.06% Reduce -3.1% 482,874 $4.0M
DekaBank Deutsche Girozentrale 0.01% No change 505,000 $4.0M
Banque Cantonale Vaudoise 0.15% Add +55.3% 478,138 $4.0M
AQR Capital Management 0.00% Add +359.1% 465,713 $3.9M
Eagle Global Advisors LLC 0.14% No change 460,410 $3.9M
VPR Management LLC 1.47% No change 438,013 $3.7M
Euro Pacific Asset Management, LLC 0.35% Add +123.8% 424,856 $3.6M
Brevan Howard Capital Management LP 0.04% New 436,000 $3.5M
Federation des caisses Desjardins du Quebec 0.01% Add +119153.4% 404,269 $3.4M
HRT Financial LP 0.01% Add +47.0% 363,096 $3.0M
Profund Advisors LLC 0.11% Add +30.6% 356,049 $3.0M
NLB Skladi, upravljanje premozenja, d.o.o. 0.14% Add +204.4% 344,940 $2.9M
BNP Paribas Financial Markets 0.00% Add +14.9% 343,080 $2.9M
Quattro Financial Advisors LLC 0.86% No change 339,900 $2.8M
Creative Planning 0.00% Add +36.0% 333,653 $2.8M
Quadrant Capital Group LLC 0.08% Reduce -0.0% 329,982 $2.8M
Susquehanna International Group, LLP 0.00% Add +122.3% 326,601 $2.7M
Brooklyn Investment Group 0.08% Add +114.7% 312,458 $2.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +8.4% 306,176 $2.6M
Rhumbline Advisers 0.00% Reduce -0.3% 296,477 $2.5M
Victory Capital Management Inc. 0.00% Reduce -6.6% 288,234 $2.4M
Madison Asset Management, LLC 0.03% Reduce -22.1% 281,516 $2.4M
O'shaughnessy Asset Management, LLC 0.01% Add +18.3% 280,282 $2.3M
Quantinno Capital Management LP 0.00% Add +26.5% 280,094 $2.3M
Advisors Asset Management, Inc. 0.04% Add +45.2% 277,073 $2.3M
Nomura Asset Management Co. Ltd. 0.01% Reduce -64.3% 269,555 $2.3M
Calamos Advisors LLC 0.01% Reduce -9.2% 263,841 $2.2M
Cloverfields Capital Group, LP 0.70% Add +1.1% 257,526 $2.2M
Longfellow Investment Management Co. LLC 0.41% No change 233,497 $2.0M
Vident Advisory, LLC 0.02% Add +13.5% 233,078 $2.0M
Pzena Investment Management LLC 0.01% No change 225,157 $1.9M
LPL Financial LLC 0.00% Reduce -46.9% 221,842 $1.9M
Sava Infond d.o.o. 0.25% Add +43.9% 213,217 $1.8M
Eurizon Capital SGR S.p.A. 0.01% Reduce -70.5% 217,092 $1.7M
Balyasny Asset Management L.P. 0.00% Reduce -52.3% 192,576 $1.6M
Limestone Investment Advisors LP 0.79% No change 190,644 $1.6M
Liontrust Investment Partners LLP 0.03% No change 190,550 $1.6M
Graham Capital Management, L.P. 0.07% Reduce -16.0% 189,841 $1.6M
Hantz Financial Services, Inc. 0.02% Add +71.4% 187,102 $1.6M
Generali Investments CEE, investicni spolecnost, a.s. 0.08% No change 186,841 $1.6M
Bailard, Inc. 0.04% Add +3.0% 185,400 $1.6M
Marshall Wace, LLP 0.00% Reduce -94.6% 179,355 $1.5M
Pathstone Holdings, LLC 0.01% Add +11.4% 178,585 $1.5M
MML Investors Services, LLC 0.00% Add +226.0% 170,817 $1.4M
Banco BTG Pactual S.A. 0.28% New 169,644 $1.4M
Sanctuary Advisors, LLC 0.01% Add +0.6% 168,187 $1.4M
LGT Fund Management Co Ltd. 0.06% New 167,417 $1.4M
Ethic Inc. 0.02% Reduce -11.6% 166,734 $1.4M
Deutsche Bank AG 0.00% Add +2.6% 163,700 $1.4M
Bank of New York Mellon Corp 0.00% Reduce -10.4% 163,563 $1.4M
Campbell & CO Investment Adviser LLC 0.08% Reduce -32.5% 162,399 $1.4M
Aberdeen Group plc 0.00% Add +15.4% 159,747 $1.3M
Federated Hermes, Inc. 0.00% Add +401.4% 159,679 $1.3M
Deltec Asset Management LLC 0.24% Add +15.8% 159,333 $1.3M
Mariner, LLC 0.00% Add +1.7% 149,673 $1.3M
Point Nemo Capital, LLC 0.81% New 146,278 $1.2M
Integrated Quantitative Investments LLC 0.20% New 131,964 $1.1M
QRG Capital Management, Inc. 0.01% Add +27.8% 130,586 $1.1M
Groupama Asset Managment 0.02% Reduce -6.6% 129,074 $1.1M
PNC Financial Services Group, Inc. 0.00% Add +2.9% 125,643 $1.1M
Nuveen, LLC 0.00% Reduce -4.8% 125,567 $1.1M
Neuberger Berman Group LLC 0.00% Add +344.8% 124,313 $1.0M
Solstein Capital, LLC 0.42% Reduce 0.0% 122,590 $1.0M
Frank, Rimerman Advisors LLC 0.07% No change 121,738 $1.0M
ION Fund Management Ltd 0.15% New 119,500 $1.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 118,492 $993K
Ieq Capital, LLC 0.00% Add +13.5% 115,612 $969K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -0.3% 115,157 $965K
Atria Investments, Inc 0.01% Reduce -2.1% 114,618 $960K
Massachusetts Financial Services Co. 0.00% Add +12.4% 113,625 $952K
Integrated Wealth Concepts LLC 0.01% Add +110.7% 112,294 $941K
Natural Investments, LLC 0.23% Reduce -0.3% 110,004 $921K
Vise Technologies, Inc. 0.02% No change 124,113 $889K
Legacy Wealth Asset Management, LLC 0.21% Reduce -1.4% 101,939 $854K
SG Americas Securities, LLC 0.00% Add +187.8% 101,879 $854K
Vanguard Personalized Indexing Management, LLC 0.01% Add +18.6% 99,954 $838K
Boston Partners 0.00% Reduce -99.3% 98,294 $824K
First Trust Advisors LP 0.00% Reduce -3.7% 97,273 $815K
Ameriprise Financial Inc. 0.00% Reduce -98.9% 95,311 $807K
Marex Group Ltd 0.01% Reduce -15.2% 95,872 $803K
Nissay Asset Management Corp. /Japan 0.00% New 92,735 $777K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -58.3% 93,013 $776K
Leonteq Securities AG 0.05% Add +163.6% 91,974 $771K
Orion Porfolio Solutions, LLC 0.01% Reduce -12.6% 90,886 $762K
Fairtree Asset Management (Pty) Ltd 0.34% Add +81.4% 89,137 $747K
Fifth Third Bancorp 0.00% Add +0.8% 88,943 $745K
Axiom Investors LLC 0.01% New 86,800 $727K
Osaic Holdings, Inc. 0.00% Reduce -0.9% 85,965 $720K
W1M Asset Management Ltd 0.01% No change 84,975 $713K
Pavaki Capital Management LLC 0.49% No change 82,400 $691K
Caprock Group, LLC 0.02% Reduce -11.3% 80,709 $683K
US Bancorp \de 0.00% Reduce -6.8% 81,311 $681K
Laird Norton Wetherby Trust Company, LLC 0.01% Add +2.2% 79,299 $670K
Naviter Wealth, LLC 0.08% Add +9.0% 78,193 $661K
Stifel Financial Corp. 0.00% Add +63.0% 78,076 $654K
Squarepoint Ops LLC 0.00% Reduce -28.6% 77,919 $653K
Summit Global Investments 0.04% New 75,735 $635K
DRW Securities, LLC 0.03% Reduce -72.5% 75,079 $629K
Flow Traders U.S. LLC 0.02% Reduce -32.7% 74,416 $624K
Baldwin Investment Management, LLC 0.07% No change 74,449 $624K
Tidal Investments LLC 0.00% Add +129.6% 72,097 $604K
Qtron Investments LLC 0.08% Add +2.7% 69,424 $582K
Mirabella Financial Services LLP 0.06% Reduce -28.2% 68,625 $575K
&partners 0.00% Add +7.5% 68,873 $573K
Sequoia Financial Advisors, LLC 0.00% Add +0.7% 68,340 $573K
Cerity Partners LLC 0.00% Reduce -1.5% 68,034 $570K
GUARDCAP ASSET MANAGEMENT Ltd 0.03% Reduce -70.5% 67,718 $567K
Yousif Capital Management, LLC 0.01% No change 65,655 $550K
Shelton Capital Management 0.01% Reduce -7.2% 65,260 $547K
Caitong International Asset Management Co., Ltd 0.09% Add +43.0% 61,133 $512K
Spire Wealth Management 0.02% Add +0.2% 60,259 $505K
Allspring Global Investments Holdings, LLC 0.00% Add +52.1% 54,774 $465K
Banco Santander, S.A. 0.00% Add +58.3% 55,038 $461K
Blue Trust, Inc. 0.01% Reduce -0.1% 52,882 $443K
Hennion & Walsh Asset Management, Inc. 0.01% New 52,668 $441K
First Affirmative Financial Network 0.17% — 52,260 $438K
Aaron Wealth Advisors LLC 0.03% Add +71.8% 51,877 $435K
Pekin Hardy Strauss, Inc. 0.04% Reduce -0.1% 51,298 $430K
Gryphon Financial Partners LLC 0.04% New 50,656 $424K
Candriam S.C.A. 0.00% Add +3.0% 49,263 $413K
Wealth Alliance, LLC 0.04% Reduce -30.8% 49,169 $412K
Corient Private Wealth LP 0.00% Reduce -3.9% 53,390 $409K
Rockefeller Capital Management L.P. 0.00% Add +17.6% 47,722 $400K
Cetera Investment Advisers 0.00% Add +44.0% 47,452 $398K
Knights of Columbus Asset Advisors LLC 0.02% No change 46,666 $391K
Guggenheim Capital LLC 0.00% Reduce -24.0% 46,374 $389K
Arkadios Wealth Advisors 0.01% New 43,489 $364K
BBR Partners, LLC 0.02% New 42,522 $356K
Ballentine Partners, LLC 0.00% Add +17.6% 42,004 $352K
Fortress Private Ledger, LLC 0.11% Add +14.3% 41,431 $347K
Stephens Inc. 0.00% Add +3.7% 40,445 $339K
Aigen Investment Management, LP 0.09% Reduce -7.9% 40,441 $339K
LGT Group Foundation 0.00% Add +96.9% 40,153 $336K
Nordea Investment Management AB 0.00% Reduce -21.0% 40,771 $328K
Allianz SE 0.00% New 38,316 $321K
Johnson Investment Counsel Inc. 0.00% Reduce -20.1% 38,215 $320K
Transcend Capital Advisors, LLC 0.03% Add +63.6% 37,948 $318K
Sagespring Wealth Partners, LLC 0.01% Add +21.7% 37,935 $318K
Advisors Preferred, LLC 0.05% New 37,141 $311K
Gould Asset Management LLC 0.05% Reduce -9.3% 37,003 $310K
Benjamin Edwards Inc. 0.00% Add +34.4% 36,563 $306K
May Hill Capital, LLC 0.08% Add +110.0% 36,389 $305K
Savant Capital, LLC 0.00% Add +7.1% 35,516 $298K
Vontobel Holding Ltd. 0.00% Add +3.2% 34,552 $290K
Bank of Montreal 0.00% Add +2.9% 34,236 $287K
Kathmere Capital Management, LLC 0.02% Add +27.9% 34,235 $287K
Thornburg Investment Management Inc. 0.00% Reduce -20.7% 34,087 $286K
Advisory Services Network, LLC 0.00% New 32,887 $276K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 32,000 $268K
HBK Sorce Advisory LLC 0.01% Reduce -3.8% 30,835 $258K
Atlas Capital Advisors Inc. 0.03% Reduce -1.3% 29,546 $248K
Van Diest Capital, LLC 0.19% New 28,992 $243K
Insigneo Advisory Services, LLC 0.02% Reduce -18.8% 28,539 $239K
United Capital Financial Advisors, LLC 0.00% Add +24.3% 28,148 $236K
NewEdge Wealth, LLC 0.00% Add +29.5% 28,062 $235K
Park Avenue Securities LLC 0.00% Add +19.5% 27,955 $234K
Frec Markets, Inc. 0.04% Add +33.3% 26,849 $225K
HighTower Advisors, LLC 0.00% Reduce -12.5% 26,181 $219K
Checchi Capital Advisers, LLC 0.01% No change 26,012 $218K
PDS Planning, Inc 0.01% Reduce -0.5% 25,299 $212K
Focus Partners Wealth 0.00% Reduce -18.0% 17,249 $211K
Navi International - Administradora e Gestora de Recursos Financeiros Ltda. 0.09% No change 24,298 $204K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Add +50.3% 23,875 $200K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +504.1% 23,066 $193K
Cresset Asset Management, LLC 0.00% No change 22,815 $193K
Coldstream Capital Management Inc. 0.00% Reduce -9.7% 22,584 $189K
Elevation Point Wealth Partners, LLC 0.00% New 22,301 $187K
Aviso Financial Inc. 0.01% Reduce -0.1% 22,228 $186K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 21,527 $180K
Union Bancaire Privee, UBP SA 0.00% No change 22,660 $178K
Metis Global Partners, LLC 0.00% Reduce -38.1% 20,289 $170K
Scientech Research LLC 0.14% Reduce -41.6% 20,257 $170K
Xponance LLC 0.00% Add +21.1% 19,616 $164K
Fielder Capital Group LLC 0.04% No change 19,380 $162K
Mondrian Investment Partners LTD 0.00% Add +13.3% 18,668 $156K
Aviva PLC 0.00% No change 18,547 $155K
Two Sigma Securities, LLC 0.02% New 17,537 $147K
Rehmann Capital Advisory Group 0.01% New 17,249 $145K
Hilltop Holdings Inc. 0.01% Reduce -9.6% 17,132 $144K
Simplex Trading, LLC 0.00% Reduce -85.3% 16,763 $140K
Parallel Advisors, LLC 0.00% Add +43.8% 16,604 $139K
Evergreen Capital Management LLC 0.00% No change 16,185 $137K
Hamilton Capital, LLC 0.01% Reduce -14.5% 16,235 $136K
Rathbones Group PLC 0.00% No change 15,862 $133K
MAI Capital Management 0.00% Add +285.1% 15,821 $133K
Mercer Global Advisors Inc. 0.00% Reduce -11.0% 15,664 $131K
First Horizon Corp. 0.01% Reduce -7.3% 15,642 $131K
PharVision Advisers, LLC 1.29% Reduce -34.9% 15,149 $127K
GAMMA Investing LLC 0.01% Add +10.7% 14,875 $125K
Ewa, LLC 0.03% Add +0.7% 14,503 $122K
Signaturefd, LLC 0.00% Add +8.3% 14,280 $120K
Merit Financial Group, LLC 0.00% Add +12.9% 14,176 $119K
Waverly Advisors, LLC 0.00% Reduce -0.3% 14,070 $118K
Flatrock Wealth Partners LLC 0.05% No change 13,596 $115K
Athena Wealth Management, LLC 0.09% Reduce -15.8% 13,529 $113K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% No change 13,390 $112K
Geode Capital Management, LLC 0.00% Reduce -97.5% 12,828 $107K
Farther Finance Advisors, LLC 0.00% Add +85.6% 12,326 $105K
Palisade Capital Management, LP 0.00% New 12,167 $102K
HUB Investment Partners, LLC 0.00% New 12,001 $101K
Ascent Group, LLC 0.00% Add +14.2% 11,835 $99K
LVW Advisors, LLC 0.01% New 11,605 $97K
Prelude Capital Management, LLC 0.01% New 11,500 $96K
NewEdge Advisors, LLC 0.00% Reduce -6.0% 11,360 $95K
Drive Wealth Management, LLC 0.02% Add +7.8% 11,013 $93K
Sunpointe, LLC 0.03% New 11,054 $93K
Huntington National Bank 0.00% Add +0.4% 10,938 $92K
Strategic Global Advisors, LLC 0.01% New 10,910 $91K
Resonant Capital Advisors, LLC 0.00% New 10,509 $89K
Gateway Investment Advisers LLC 0.00% New 10,414 $87K
DGS Capital Management, LLC 0.01% Add +1.5% 10,353 $87K
Syon Capital LLC 0.00% Add +2.5% 10,274 $86K
Grove Bank & Trust 0.01% Reduce -0.3% 10,238 $86K
CenterBook Partners LP 0.00% New 10,025 $84K
EverSource Wealth Advisors, LLC 0.00% Add +16.1% 9,441 $79K
Cwm, LLC 0.00% Reduce -2.0% 8,582 $72K
Van Eck Associates Corp. 0.00% Reduce -52.2% 8,408 $70K
Community Bank, N.A. 0.01% No change 7,950 $67K
Pinnacle Wealth Planning Services, Inc. 0.01% Reduce -2.7% 7,472 $63K
V-Square Quantitative Management LLC 0.01% New 7,091 $59K
Allworth Financial LP 0.00% Add +277.6% 5,528 $46K
Bruce G. Allen Investments, LLC 0.02% Reduce -10.1% 4,462 $37K
Basecamp Wealth Advisors LLC 0.01% No change 3,999 $34K
Smartleaf Asset Management LLC 0.00% Reduce -8.9% 3,878 $31K
Northwestern Mutual Wealth Management Co. 0.00% Add +1192.8% 3,426 $29K
Assetmark, Inc. 0.00% Add +40.8% 3,389 $28K
Mather Group, Llc. 0.00% New 3,358 $28K
Brown Brothers Harriman & Co. 0.00% No change 2,938 $25K
TD Private Client Wealth LLC 0.00% Reduce -1.2% 2,626 $22K
Twin Peaks Wealth Advisors, LLC 0.01% New 2,431 $20K
Key Financial Inc 0.00% No change 1,801 $15K
Bell Investment Advisors, Inc 0.00% Add +20.1% 1,760 $15K
UMB Bank, n.a. 0.00% Reduce -0.1% 1,739 $15K
Bessemer Group Inc. 0.00% Add +268.9% 1,446 $12K
WealthCollab, LLC 0.00% No change 1,391 $12K
Longview Financial Advisors, Inc. 0.01% New 1,333 $11K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -2.9% 1,218 $10K
Arax Advisory Partners 0.00% Reduce -95.0% 513 $9K
JFS Wealth Advisors, LLC 0.00% No change 1,003 $8K
Whipplewood Advisors, LLC 0.00% New 869 $7K
Lanark Financial, Inc. 0.00% No change 834 $7K
Acumen Wealth Advisors, LLC 0.00% No change 820 $7K
Ancora Advisors LLC 0.00% No change 812 $7K
Raffa Wealth Management, LLC 0.00% No change 794 $7K
Financial Consulate, Inc. 0.00% Add +1553.8% 645 $5K
Richardson Capital Management LLC 0.00% New 640 $5K
Clearstead Advisors, LLC 0.00% No change 552 $5K
City Holding Co. 0.00% Add +3.0% 551 $5K
North Star Investment Management Corp. 0.00% New 508 $4K
Highline Wealth Partners LLC 0.00% Reduce -6.7% 503 $4K
Asset Dedication, LLC 0.00% No change 416 $3K
Glen Eagle Advisors, LLC 0.00% Add +0.8% 400 $3K
Activest Wealth Management 0.00% New 396 $3K
JPL Wealth Management, LLC 0.00% New 332 $3K
IMA Advisory Services, Inc. 0.00% Add +35.3% 322 $3K
Triumph Capital Management 0.00% Add +371.2% 278 $2K
Brown, Lisle/Cummings, Inc. 0.00% New 273 $2K
Larson Financial Group LLC 0.00% New 265 $2K
Horizon Investments, LLC 0.00% New 264 $2K
Private Trust Co. NA 0.00% Add +2.6% 234 $2K
Intentional Wealth Strategies, LLC 0.00% — 230 $2K
True Wealth Design, LLC 0.00% Add +86.8% 226 $2K
EFG International AG 0.00% New 204 $2K
Root Financial Partners, LLC 0.00% Add +49.6% 169 $1K
Hollencrest Capital Management 0.00% No change 166 $1K
Raleigh Capital Management Inc. 0.00% New 154 $1K
Kimelman & Baird, LLC 0.00% No change 150 $1K
CENTRAL TRUST Co 0.00% No change 150 $1K
Versant Capital Management, Inc 0.00% New 111 $930
Rossby Financial, LCC 0.00% Add +2525.0% 105 $891
Signature Equity Partners, LLC 0.00% New 102 $855
Harbour Investments, Inc. 0.00% New 95 $796
Align Financial, LLC 0.00% New 74 $620
Physician Wealth Advisors, Inc. 0.00% No change 70 $587
Cornerstone Financial Management LLC 0.00% New 62 $520
Frazier Financial Advisors, LLC 0.00% New 51 $428
Perkins Coie Trust Co 0.00% No change 50 $419
National Bank of Canada 0.00% No change 30 $252
Walleye Capital LLC 0.00% New 3 $25
Danske Bank A/S 0.00% Add +100.0% 2 $17

"% 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.