Stock ownership · SEC 13F · Q4 2025

ITAU UNIBANCO HLDG S A

A breakdown of ITAU UNIBANCO HLDG S A's institutional base (CUSIP 465562106): the holders, the concentration among them, and what changed last quarter.

$1.1M
Reported value
3
Institutions
100%
Top-5 share

The verdict

$1.1M of ITAU UNIBANCO HLDG S A is reported by 3 institutions as of Q4 2025; ownership is held overwhelmingly by a small core of institutions.

3
institutions hold it
$1.1M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 465562106 · Q4 2025 $1M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-MID

  • VALUE-TRACE $1.1M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-MID 7Q history

Read with: Ownership concentration guide - ITAU UNIBANCO HLDG S A's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of ITAU UNIBANCO HLDG S A
  1. 1
    GROUPAMA ASSET MANAGMENT $990K
  2. 2
    DGS Capital Management, LLC $73K
  3. 3
    Bell Investment Advisors, Inc $10K

Top 3 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a ITAU UNIBANCO HLDG S A position has risen from 2 to 3 over the last 7 quarters of 13F filings.

02468 Q1'24Q2'24Q3'24Q1'25Q2'25Q3'25Q4'25 3
Distinct 13F filers holding ITAU UNIBANCO HLDG S A, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 GROUPAMA ASSET MANAGMENT 138,201 $990K 92.2%
2 DGS Capital Management, LLC 10,202 $73K 6.8%
3 Bell Investment Advisors, Inc 1,465 $10K 1.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ITAU UNIBANCO HLDG S A's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (2)

GROUPAMA ASSET MANAGMENT $990K
DGS Capital Management, LLC $73K

Complete exits (5)

Liontrust Investment Partners LLP exited
CIBC Private Wealth Group LLC exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
Asset Dedication, LLC exited
Kimelman & Baird, LLC exited

Frequently Asked Questions

How many institutions hold ITAU UNIBANCO HLDG S A?▼
ITAU UNIBANCO HLDG S A is held by 3 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of ITAU UNIBANCO HLDG S A?▼
Institutions report $1.1M of ITAU UNIBANCO HLDG S A as of Q4 2025.
How concentrated is ownership of ITAU UNIBANCO HLDG S A?▼
The top five institutional holders account for 100% of the reported institutional value in ITAU UNIBANCO HLDG S A, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of ITAU UNIBANCO HLDG S A?▼
GROUPAMA ASSET MANAGMENT is the largest reported holder of ITAU UNIBANCO HLDG S A with $990K across 138,201 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.