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 N?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	500,000	0.00511%
General Public	2,416,913,724	24.7%
Institutions	2,867,277,762	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	Mex$430.0b	0%	no data
3.67%	BlackRock, Inc.	359,440,736	Mex$34.3b	0%	0.03%
2.55%	GQG Partners LLC	249,289,520	Mex$23.8b	3.15%	0.99%
2.27%	Dodge & Cox	222,614,549	Mex$21.2b	0.16%	0.37%
2.24%	The Vanguard Group, Inc.	219,454,647	Mex$20.9b	0.58%	0.01%
0.9%	Capital Research and Management Company	88,478,958	Mex$8.4b	0%	0.02%
0.68%	JP Morgan Asset Management	66,623,359	Mex$6.4b	1.37%	0.04%
0.61%	FMR LLC	59,695,524	Mex$5.7b	12.9%	0.02%
0.6%	Westwood Global Investments LLC	59,047,830	Mex$5.6b	-0.66%	7.42%
0.59%	Schroder Investment Management Limited	57,674,628	Mex$5.5b	-4.37%	0.18%
0.53%	Norges Bank Investment Management	51,860,956	Mex$4.9b	0%	0.02%
0.52%	Fisher Asset Management, LLC	50,587,633	Mex$4.8b	6.05%	0.1%
0.45%	Arrowstreet Capital, Limited Partnership	44,519,879	Mex$4.2b	7.18%	0.17%
0.45%	Itau Unibanco S.A., Asset Management Arm	44,502,312	Mex$4.2b	-4.19%	3.54%
0.44%	William Blair Investment Management, LLC	43,265,960	Mex$4.1b	-0.31%	0.26%
0.41%	Boston Partners Global Investors, Inc.	40,515,461	Mex$3.9b	0.63%	0.12%
0.38%	Franklin Resources, Inc.	37,121,386	Mex$3.5b	0.38%	0.06%
0.35%	Schroder Investment Management North America Inc.	34,543,381	Mex$3.3b	-31.4%	0.54%
0.28%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	27,406,749	Mex$2.6b	-39.5%	0.03%
0.28%	Deutsche Asset & Wealth Management	26,934,209	Mex$2.6b	-0.15%	0.04%
0.27%	Invesco Ltd.	26,386,923	Mex$2.5b	-25.3%	0.03%
0.26%	Goldman Sachs Asset Management, L.P.	25,131,668	Mex$2.4b	-11.1%	0.03%
0.25%	T. Rowe Price Group, Inc.	24,893,850	Mex$2.4b	0%	0.01%
0.24%	Itau USA Asset Management Inc.	23,152,227	Mex$2.2b	0%	8.17%
0.23%	Geode Capital Management, LLC	22,273,816	Mex$2.1b	-1.59%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/27 06:31
End of Day Share Price	2024/12/19 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

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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.