Itaú Unibanco Holding Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of ITUB?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	500,000	0.00511%
General Public	2,416,905,746	24.7%
Institutions	2,867,285,740	29.3%
Public Companies	4,507,990,981	46%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 65.49% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
46%	Itaúsa S.A.	4,507,990,981	AR$21.8t	0%	no data
3.67%	BlackRock, Inc.	359,440,736	AR$1.7t	0%	0.03%
2.55%	GQG Partners LLC	249,289,520	AR$1.2t	3.15%	0.99%
2.27%	Dodge & Cox	222,614,549	AR$1.1t	0.16%	0.37%
2.24%	The Vanguard Group, Inc.	219,454,647	AR$1.1t	0.58%	0.01%
0.9%	Capital Research and Management Company	88,478,958	AR$428.2b	0%	0.02%
0.68%	JP Morgan Asset Management	66,623,359	AR$322.4b	1.37%	0.04%
0.61%	FMR LLC	59,695,524	AR$288.9b	12.9%	0.02%
0.6%	Westwood Global Investments LLC	59,047,830	AR$285.8b	-0.66%	7.42%
0.59%	Schroder Investment Management Limited	57,674,628	AR$279.1b	-4.37%	0.18%
0.53%	Norges Bank Investment Management	51,860,956	AR$251.0b	0%	0.02%
0.52%	Fisher Asset Management, LLC	50,587,633	AR$244.8b	6.05%	0.1%
0.45%	Arrowstreet Capital, Limited Partnership	44,519,879	AR$215.4b	7.18%	0.17%
0.45%	Itau Unibanco S.A., Asset Management Arm	44,502,312	AR$215.4b	-4.19%	3.54%
0.44%	William Blair Investment Management, LLC	43,265,960	AR$209.4b	-0.31%	0.26%
0.41%	Boston Partners Global Investors, Inc.	40,515,461	AR$196.1b	0.63%	0.12%
0.38%	Franklin Resources, Inc.	37,121,386	AR$179.6b	0.38%	0.06%
0.35%	Schroder Investment Management North America Inc.	34,543,381	AR$167.2b	-31.4%	0.54%
0.28%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	27,406,749	AR$132.6b	-39.5%	0.03%
0.28%	Deutsche Asset & Wealth Management	26,934,209	AR$130.3b	-0.15%	0.04%
0.27%	Invesco Ltd.	26,386,923	AR$127.7b	-25.3%	0.03%
0.26%	Goldman Sachs Asset Management, L.P.	25,131,668	AR$121.6b	-11.1%	0.03%
0.25%	T. Rowe Price Group, Inc.	24,893,850	AR$120.5b	0%	0.01%
0.24%	Itau USA Asset Management Inc.	23,152,227	AR$112.0b	0%	8.17%
0.23%	Geode Capital Management, LLC	22,273,816	AR$107.8b	-1.59%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/27 01:35
End of Day Share Price	2024/12/27 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Itaú Unibanco Holding S.A. is covered by 37 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Aloisio Villeth Lemos	Agora Senior
Roberto de Aguiar Attuch	Barclays
Rafael Reis	BB Banco de Investimento S.A.