ITUB Itau Unibanco Banco Holding SA American Depositary Shares (Each repstg 500 Preferred shares)
About Itau Unibanco Banco Holding SA American Depositary Shares (Each repstg 500 Preferred shares) Company overview from Wikipedia
Banco Itaú Unibanco S.A. is a Brazilian financial services company headquartered in São Paulo, Brazil. Itaú Unibanco was formed through the merger of Banco Itaú and Unibanco in 2008. It is the largest banking institution in Brazil, as well as the largest in Latin America, and the seventy-third largest bank in the world. The bank is listed on the B3 in São Paulo and in NYSE in New York.
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Banco Itaú Unibanco S.A. is a Brazilian financial services company headquartered in São Paulo, Brazil.
Itaú Unibanco was formed through the merger of Banco Itaú and Unibanco in 2008. It is the largest banking institution in Brazil, as well as the largest in Latin America, and the seventy-third largest bank in the world. The bank is listed on the B3 in São Paulo and in NYSE in New York.
Itaú Unibanco has operations in Brazil, Chile, Colombia, Panama, Paraguay, United States and Uruguay in the Americas, as well as in Luxembourg, Portugal, Switzerland and the United Kingdom in Europe; China, Hong Kong, Japan and United Arab Emirates in Asia. It has over 33,000 service points globally, including 4,336 branches in Brazil and 679 million customers globally.
Itaúsa, a large Brazilian conglomerate ranking among Fortune magazine's top 200 corporations in the world, serves as the parent company. Outside Brazil, Itaú Unibanco has offices in Asunción, Buenos Aires, Cayman Islands, Dubai, Hong Kong, Lisbon, London, Luxembourg, Montevideo, Nassau, New York, Miami, Santiago, Shanghai, Tokyo, and Zürich.
In 2022, Itaú was considered the most valuable brand in Brazil.
## History
In November 2006, Banco Itaú bought BankBoston's assets in Brazil, Chile, and Uruguay.
On November 16 2008, Banco Itaú and Unibanco announced the merger that resulted in Banco Itaú Unibanco. The institution was born with R$575 billion in assets, a net equity of around R$51.7 billion and a portfolio of combined credit of R$225.3 billion. The new bank had 4,800 branches and service branches, representing 18% of Brazil's banking network, and 14.5 million account holders (18% of the market). In terms of credit volume, it represented 19% of the Brazilian system and in total deposits, funds and managed portfolios, 21% by 2008. In the insurance and pension plan market, the new group had a 17% and 24% share, respectively. The wholesale operations (corporate) totaled more than R$65 billion, serving more than 2,000 economic groups in Brazil. The private banking (wealth management) business had become the largest in Latin America, with approximately R$90 billion in assets under management.
On August 22, 2009, Banco Itaú Unibanco and insurance company Porto Seguro announced their alliance.
In June 2013, the bank agreed to buy Citibank Uruguay's retail banking operations.
In 2014, Banco Itaú announced that it was merging with Chilean bank Corpbanca. As a result, Itaú bought Helm Bank, Corpbanca's operation in Colombia and Panama, and rebranded it under the Itaú name.
== Logo Evolution ==
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
ITUB Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
ITUB Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Financial Health Debt, liquidity, solvency — balance sheet strength
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount |
|---|---|
| Aug. 4, 2026 | $0.0030 |
| July 2, 2026 | $0.0030 |
| June 22, 2026 | $0.0720 |
| June 2, 2026 | $0.0030 |
| May 5, 2026 | $0.0030 |
| April 2, 2026 | $0.0030 |
| March 23, 2026 | $0.0680 |
| March 3, 2026 | $0.0030 |
| Feb. 3, 2026 | $0.0030 |
| Jan. 5, 2026 | $0.0030 |
| Dec. 11, 2025 | $0.3932 |
| Dec. 2, 2025 | $0.0029 |
| Nov. 4, 2025 | $0.0029 |
| Oct. 2, 2025 | $0.0029 |
| Sept. 2, 2025 | $0.0029 |
| Aug. 20, 2025 | $0.0650 |
| Aug. 4, 2025 | $0.0029 |
| July 2, 2025 | $0.0029 |
| June 11, 2025 | $0.0573 |
| June 3, 2025 | $0.0029 |
ITUB Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
- Strong Buy 5 29.4%
- Buy 10 58.8%
- Hold 2 11.8%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
8 analysts · 2026-08-17Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $1.11 | $1.16 | -0.05% |
| March 31, 2026 | $0.95 | $1.15 | -0.20% |
| Dec. 31, 2025 | $1.04 | $1.13 | -0.09% |
| Sept. 30, 2025 | $1.04 | $1.10 | -0.06% |
| June 30, 2025 | $1.03 | $1.07 | -0.04% |
| March 31, 2025 | $1.04 | $1.13 | -0.09% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| ITUB | — | — | — | — | — | — |
| NU | — | — | — | — | — | — |
Latest News Recent headlines mentioning this company
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Institutional owners (13F) 417 filers · $6.3B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 53 (-16 vs prior Q) | 40 (-10 vs prior Q) | 128 (-22 vs prior Q) | 140 (+21 vs prior Q) | -41.7M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Capital Research Global Investors | $775,835,276 | 94,959,700 | 12.38% | Shares |
| Westwood Global Investments, LLC | $499,151,436 | 61,095,647 | 7.96% | Shares |
| GQG Partners LLC | $393,276,593 | 48,136,668 | 6.27% | Shares |
| Robeco Institutional Asset Management B.V. | $372,839,768 | 45,635,223 | 5.95% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $370,116,229 | 45,301,864 | 5.90% | Shares |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $309,118,361 | 37,605,640 | 4.93% | Shares |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $231,061,774 | 28,283,482 | 3.69% | Shares |
| Fisher Asset Management, LLC | $225,750,335 | 27,631,620 | 3.60% | Shares |
| Itau Unibanco Holding S.A. | $192,805,111 | 23,664,437 | 3.08% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $149,613,051 | 18,312,491 | 2.39% | Shares |
| Dodge & Cox | $148,572,929 | 18,185,181 | 2.37% | Shares |
| TWO SIGMA INVESTMENTS, LP | $114,792,503 | 14,050,490 | 1.83% | Shares |
| Northcape Capital Pty Ltd | $108,445,722 | 12,941,017 | 1.73% | Shares |
| STATE STREET CORP | $105,888,263 | 12,734,103 | 1.69% | Shares |
| Carmignac Gestion | $99,831,795 | 12,219,314 | 1.59% | Shares |
| OAKTREE CAPITAL MANAGEMENT LP | $97,857,531 | 11,977,665 | 1.56% | Shares |
| Seafarer Capital Partners, LLC | $89,127,690 | 10,909,142 | 1.42% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $88,540,000 | 10,837,228 | 1.41% | Shares |
| Harding Loevner LP | $81,245,519 | 9,944,372 | 1.30% | Shares |
| Carrhae Capital LLP | $78,783,359 | 9,643,006 | 1.26% | Shares |
| Man Group plc | $73,608,211 | 9,009,573 | 1.17% | Shares |
| AMERICAN CENTURY COMPANIES INC | $66,747,495 | 8,169,828 | 1.06% | Shares |
| TT International Asset Management LTD | $65,891,365 | 8,104,719 | 1.05% | Shares |
| GOLDMAN SACHS GROUP INC | $63,980,169 | 7,831,110 | 1.02% | Shares |
| ARGA Investment Management, LP | $61,349,657 | 7,509,138 | 0.98% | Shares |
| Qube Research & Technologies Ltd | $59,915,855 | 7,333,642 | 0.96% | Shares |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $53,164,625 | 6,507,298 | 0.85% | Shares |
| Capital World Investors | $51,196,700 | 6,266,426 | 0.82% | Shares |
| Driehaus Capital Management LLC | $51,144,666 | 6,260,057 | 0.82% | Shares |
| ALLIANCEBERNSTEIN L.P. | $49,203,832 | 5,871,579 | 0.79% | Shares |
| TODD ASSET MANAGEMENT LLC | $41,204,333 | 5,043,370 | 0.66% | Shares |
| Point72 Asset Management, L.P. | $37,143,116 | 4,546,281 | 0.59% | Shares |
| JANE STREET GROUP, LLC | $35,953,343 | 4,400,654 | 0.57% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $35,527,506 | 4,348,532 | 0.57% | Shares |
| SAMLYN CAPITAL, LLC | $31,755,091 | 3,886,792 | 0.51% | Shares |
| Ninety One UK Ltd | $31,390,827 | 3,842,206 | 0.50% | Shares |
| LAZARD ASSET MANAGEMENT LLC | $29,197,945 | 3,573,800 | 0.47% | Shares |
| First Eagle Investment Management, LLC | $28,560,165 | 3,495,736 | 0.46% | Shares |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $27,937,413 | 3,419,512 | 0.45% | Shares |
| Breakout Capital Partners, LP | $26,890,934 | 3,291,424 | 0.43% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $26,434,468 | 3,235,553 | 0.42% | Shares |
| State of New Jersey Common Pension Fund D | $24,319,983 | 2,976,742 | 0.39% | Shares |
| USS Investment Management Ltd | $23,396,171 | 2,861,917 | 0.37% | Shares |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $23,020,364 | 2,817,670 | 0.37% | Shares |
| Trexquant Investment LP | $20,411,830 | 2,498,388 | 0.33% | Shares |
| DNCA FINANCE | $20,274,819 | 2,481,618 | 0.32% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $20,112,626 | 2,443,819 | 0.32% | Shares |
| WIM INVESTMENT MANAGEMENT Ltd | $19,596,644 | 2,398,610 | 0.31% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $19,538,735 | 2,391,522 | 0.31% | Shares |
| Ramirez Asset Management, Inc. | $19,503,405 | 2,387,198 | 0.31% | Shares |
| Capital Wealth Planning, LLC | $19,494,396 | 2,386,095 | 0.31% | Shares |
| Gemsstock Ltd. | $18,925,911 | 2,316,513 | 0.30% | Shares |
| Legal & General Group Plc | $18,635,558 | 2,279,579 | 0.30% | Shares |
| Zeno Equity Partners LLP | $17,838,100 | 2,183,366 | 0.28% | Shares |
| ABN AMRO INVESTMENT SOLUTIONS | $17,514,576 | 2,143,767 | 0.28% | Shares |
| NS Partners Ltd | $17,018,927 | 2,083,100 | 0.27% | Shares |
| BARINGS LLC | $16,698,941 | 2,043,934 | 0.27% | Shares |
| AMERIPRISE FINANCIAL INC | $15,154,408 | 1,853,748 | 0.24% | Shares |
| NORTHERN TRUST CORP | $13,775,756 | 1,686,139 | 0.22% | Shares |
| Tredje AP-fonden | $12,491,644 | 1,528,965 | 0.20% | Shares |
| BTG Pactual Asset Management US LLC | $11,854,360 | 1,450,962 | 0.19% | Shares |
| Chevy Chase Trust Holdings, LLC | $11,368,750 | 1,391,524 | 0.18% | Shares |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | $11,085,979 | 1,356,913 | 0.18% | Shares |
| TWO SIGMA ADVISERS, LP | $11,062,852 | 1,545,091 | 0.18% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $10,690,295 | 1,308,482 | 0.17% | Shares |
| Boston Common Asset Management, LLC | $9,579,251 | 1,172,491 | 0.15% | Shares |
| VANGUARD GROUP INC | $9,473,876 | 1,323,167 | 0.15% | Shares |
| DEPRINCE RACE & ZOLLO INC | $9,158,049 | 1,092,846 | 0.15% | Shares |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $8,950,349 | 1,095,514 | 0.14% | Shares |
| Moran Wealth Management, LLC | $8,444,242 | 1,033,567 | 0.13% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $8,363,629 | 1,023,700 | 0.13% | Shares |
| Optiver Holding B.V. | $7,747,807 | 948,324 | 0.12% | Shares |
| Eurizon Capital SGR S.p.A. | $7,611,011 | 930,696 | 0.12% | Shares |
| Cullen Capital Management, LLC | $7,592,937 | 929,368 | 0.12% | Shares |
| Engineers Gate Manager LP | $7,176,879 | 878,443 | 0.11% | Shares |
| XTX Topco Ltd | $7,116,756 | 871,084 | 0.11% | Shares |
| RAYMOND JAMES FINANCIAL INC | $7,048,599 | 862,742 | 0.11% | Shares |
| Oaktree Fund Advisors, LLC | $6,841,174 | 837,352 | 0.11% | Shares |
| B. Metzler seel. Sohn & Co. AG | $6,488,483 | 794,184 | 0.10% | Shares |
| INCA Investments LLC | $6,397,821 | 783,087 | 0.10% | Shares |
| Haven Global Partners, LLC | $6,352,028 | 777,482 | 0.10% | Shares |
| EARNEST PARTNERS LLC | $6,235,777 | 763,253 | 0.10% | Shares |
| UBS Group AG | $6,068,390 | 742,765 | 0.10% | Shares |
| CITADEL ADVISORS LLC | $5,782,505 | 707,773 | 0.09% | Shares |
| PineBridge Investments, L.P. | $5,761,460 | 784,940 | 0.09% | Shares |
| STOREBRAND ASSET MANAGEMENT AS | $5,640,454 | 690,386 | 0.09% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $5,570,069 | 681,771 | 0.09% | Shares |
| Connor, Clark & Lunn Investment Management Ltd. | $5,381,988 | 658,750 | 0.09% | Shares |
| STRS OHIO | $5,301,619 | 648,913 | 0.08% | Shares |
| PINEBRIDGE INVESTMENTS LLC | $5,183,914 | 634,506 | 0.08% | Shares |
| Boston Partners | $4,680,270 | 572,860 | 0.07% | Shares |
| Daiwa Securities Group Inc. | $4,594,244 | 562,331 | 0.07% | Shares |
| Eisler Capital Management Ltd. | $3,965,500 | 550,000 | 0.06% | Call option |
| Eisler Capital Management Ltd. | $3,965,500 | 550,000 | 0.06% | Put option |
| SPX Gestao de Recursos Ltda | $3,914,811 | 479,169 | 0.06% | Shares |
| Crossmark Global Holdings, Inc. | $3,906,984 | 478,211 | 0.06% | Shares |
| EAGLE GLOBAL ADVISORS LLC | $3,761,550 | 460,410 | 0.06% | Shares |
| BANK OF AMERICA CORP /DE/ | $3,726,215 | 456,085 | 0.06% | Shares |
| VPR Management LLC | $3,578,566 | 438,013 | 0.06% | Shares |
| Brandywine Global Investment Management, LLC | $3,544,164 | 494,995 | 0.06% | Shares |
Company insiders 16 insiders · 1 officers · 0 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Vanzo Carlos Orestes | SMEs Officer (retail segment) | July 7, 2026 S | 1,008,014 | 0 | 1 | $-494,400 |
| Veras Paulo Antunes | — | May 8, 2026 A | 79,488 | 0 | 0 | $0 |
| De Moraes Pedro Luiz Bodin | — | May 8, 2026 A | 724,792 | 0 | 0 | $0 |
| Salles Pedro Moreira | — | May 8, 2026 A | 12,214,047 | 0 | 0 | $0 |
| Setubal Roberto Egydio | — | May 8, 2026 A | 1,181,004 | 0 | 0 | $0 |
| Setubal Alfredo Egydio | — | May 8, 2026 A | 1,510,088 | 0 | 0 | $0 |
| Cesar Nivaldo Gon | — | May 8, 2026 A | 162,106 | 0 | 0 | $0 |
| Salles Joao Moreira | — | May 8, 2026 A | 319,759 | 0 | 0 | $0 |
| Rocha Fabricio Bloisi | — | May 8, 2026 A | 79,488 | 0 | 0 | $0 |
| Barretto Villela Ana Lucia De Mattos | — | May 8, 2026 A | 277,809 | 0 | 0 | $0 |
| Marino Ricardo Villela | — | May 8, 2026 A | 248,758 | 0 | 0 | $0 |
| Maria Helena Dos Santos Fernandes De Santana | — | May 8, 2026 A | 203,415 | 0 | 0 | $0 |
| Candido Bracher | — | May 8, 2026 A | 7,007,491 | 0 | 0 | $0 |
| Marcos M Lutz | — | May 8, 2026 A | 51,503 | 0 | 0 | $0 |
| Fajerman Sergio Guillinet | — | April 17, 2026 S | 1,205,642 | 0 | 3 | $-1,034,216 |
| Rodrigues Andre Luis Teixeira | — | April 8, 2026 S | 1,637,511 | 0 | 1 | $-1,612,296 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 2 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Itaú Unibanco Holding S.A., ITB Holding Brasil Participações Ltda. ×10 filings | Nov. 2, 2023 | — | Initial filing | — | SEC |
| Itaú Unibanco Holding S.A, ITB Holding Brasil Participações Ltda. ×3 filings | March 7, 2022 | — | Initial filing | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 27 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| BRAZ · Global X Funds | 10.62% | 139,713 NS | May 31, 2026 | N-PORT |
| TIIV · ETF Series Solutions | 1.75% | 56,253 NS | April 30, 2026 | N-PORT |
| EPEM · Harbor ETF Trust | 1.58% | 13,790 NS | April 30, 2026 | N-PORT |
| EMC · Global X Funds | 1.24% | 105,289 NS | May 31, 2026 | N-PORT |
| JADE · J.P. Morgan Exchange-Traded Fund Tr… | 0.55% | 18,484 NS | April 30, 2026 | N-PORT |
| APIE · Trust for Professional Managers | 0.34% | 454,746 NS | May 31, 2026 | N-PORT |
| AVXC · AMERICAN CENTURY ETF TRUST | 0.29% | 149,118 NS | May 31, 2026 | N-PORT |
| CGNG · Capital Group New Geography Equity … | 0.28% | 827,030 NS | May 31, 2026 | N-PORT |
| ROAM · Lattice Strategies Trust | 0.27% | 33,045 NS | April 30, 2026 | N-PORT |
| TIER · T. Rowe Price Exchange-Traded Funds… | 0.26% | 8,223 NS | April 30, 2026 | N-PORT |
| AVEM · AMERICAN CENTURY ETF TRUST | 0.23% | 7,583,709 NS | May 31, 2026 | N-PORT |
| AVSE · AMERICAN CENTURY ETF TRUST | 0.19% | 50,258 NS | May 31, 2026 | N-PORT |
| DEXC · Dimensional ETF Trust | 0.16% | 53,816 NS | April 30, 2026 | N-PORT |
| BRIE · MFS Active Exchange Traded Funds Tr… | 0.15% | 61,582 NS | May 31, 2026 | N-PORT |
| GINX · RBB Fund, Inc. | 0.14% | 17,475 NS | May 31, 2026 | N-PORT |
| DFSE · Dimensional ETF Trust | 0.13% | 90,439 NS | April 30, 2026 | N-PORT |
| DFAE · Dimensional ETF Trust | 0.06% | 593,801 NS | April 30, 2026 | N-PORT |
| DFEM · Dimensional ETF Trust | 0.02% | 207,673 NS | April 30, 2026 | N-PORT |
| DFAX · Dimensional ETF Trust | 0.00% | 16,066 NS | April 30, 2026 | N-PORT |
| VXUS · VANGUARD STAR FUNDS | — | — | July 15, 2026 | Daily |
| VWO · VANGUARD INTERNATIONAL EQUITY INDEX… | — | — | July 15, 2026 | Daily |
| VEU · VANGUARD INTERNATIONAL EQUITY INDEX… | — | — | July 15, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | — | — | July 15, 2026 | Daily |
| VYMI · VANGUARD WHITEHALL FUNDS | — | — | July 15, 2026 | Daily |
| ILF · iShares Trust | — | — | Aug. 18, 2026 | Daily |
| IXG · iShares Trust | — | — | Aug. 3, 2026 | Daily |
| PID · Invesco Exchange-Traded Fund Trust | — | — | July 30, 2026 | Daily |