
Insider and congress filings
Itaú Unibanco Holding S.A. (ITUB)
NYSE · Financial Services · 19 insider filings · 5 congress trades · last filed 2 days ago
About Itaú Unibanco Holding S.A.
from the company's filings and listing- Exchange
- NYSE
- Sector
- Financial Services
- Industry
- Banks
- Chief executive
- Milton Maluhy Filho
- Employees
- 99,600
- Listed since
- Feb 25, 2002
- Market value
- $89.1B
- Price to earnings
- 9.8
- Earnings per share
- $4.25
- Dividend yield
- 7.61%
Earnings
6 reported quarters · next on Nov 3, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 4, 2026 | $0.21 | $0.22 | $9.1B | $9.3B | EPS missRevenue miss |
| Q1 FY2026reported May 5, 2026 | $0.20 | $0.22 | $8.9B | $9.4B | EPS missRevenue miss |
| Feb 4, 2026 | $0.17 | $0.20 | $7.6B | $8.9B | EPS missRevenue miss |
| Q3 FY2025reported Nov 4, 2025 | $0.18 | $0.18 | $6.9B | $9.0B | EPS in lineRevenue miss |
| Q2 FY2025reported Aug 5, 2025 | $0.18 | $0.18 | $18.7B | $8.2B | EPS in lineRevenue beat |
| May 8, 2025 | $0.18 | $0.16 | $16.3B | $7.6B | EPS beatRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Capital Research Global Investors | $775.8M | 94,959,700 | +12.2% | 0.86% |
| Orbis Allan Gray Ltd | $664.2M | 81,301,690 | +17.4% | 0.74% |
| Westwood Global Investments, LLC | $502.7M | 61,527,159 | +1.3% | 0.56% |
| Schroder Investment Management Group | $466.5M | 56,746,418 | -12.3% | 0.51% |
| GQG Partners LLC | $393.3M | 48,136,668 | -41.0% | 0.44% |
| Robeco Institutional Asset Management B.V. | $372.8M | 45,635,223 | -16.6% | 0.41% |
| Arrowstreet Capital, Limited Partnership | $370.1M | 45,301,864 | -18.3% | 0.41% |
| Blackrock, Inc. | $356.7M | 43,661,169 | -20.9% | 0.40% |
| Jpmorgan Chase & Co | $356.3M | 43,344,935 | +2.6% | 0.39% |
| FMR LLC | $298.7M | 36,560,228 | -20.8% | 0.33% |
| Franklin Resources Inc | $280.6M | 34,347,272 | +1.1% | 0.31% |
| William Blair Investment Management, LLC | $231.1M | 28,283,482 | -10.7% | 0.26% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
Open-market insider trades
6 filings of 19 on record| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| Vanzo Carlos OrestesSmes Officer (retail Segment) | Sold | 74,643 | $8.38 | $626K | Sep 8, 2026 | 1d |
| Vanzo Carlos OrestesSmes Officer (retail Segment) | Sold | 60,000 | $8.24 | $494K | Jul 7, 2026 | 1d |
| Fajerman Sergio GuillinetChief People and MKT Officer | Sold | 39,477 | $9.53 | $376K | Apr 17, 2026 | 3d |
| Fajerman Sergio GuillinetChief People and MKT Officer | Sold | 20,000 | $9.45 | $189K | Apr 15, 2026 | 2d |
| Fajerman Sergio GuillinetChief People and MKT Officer | Sold | 50,000 | $9.38 | $469K | Apr 14, 2026 | 2d |
| Rodrigues Andre Luis TeixeiraRetail Business Officer | Sold | 182,800 | $8.82 | $1.6M | Apr 8, 2026 | 2d |
One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.
Congress trades in ITUB
5 disclosures of 5 on record · median 21d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +152.9%S&P +64.6% · vs S&P 500 +88.2% | Dec 21, 2021 | Jan 10, 2022 | 20d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | +89.5%S&P +147.4% · vs S&P 500 -57.9% | Jun 2, 2020 | Jul 9, 2020 | 37d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | +79.9%S&P +144.2% · vs S&P 500 -64.3% | Jun 3, 2020 | Jul 9, 2020 | 36d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | -4.4%S&P +169.7% · vs S&P 500 -174.2% | Mar 15, 2019 | Apr 5, 2019 | 21d |
| Lois Frankel | Stock | Sale | $1,001 - $15,000 | +10.0%S&P +295.2% · vs S&P 500 -285.2% | Jun 12, 2014 | Jun 18, 2014 | 6d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Awards, option exercises and gifts (13)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Rocha Fabricio BloisiDirector | Stock award | 20,998 | May 8, 2026 |
| Marcos M. LutzDirector | Stock award | 20,998 | May 8, 2026 |
| Bodin de Moraes Pedro LuizDirector | Stock award | 20,998 | May 8, 2026 |
| Santana Maria Helena dos Santos Fernandes deDirector | Stock award | 20,998 | May 8, 2026 |
| Marino Ricardo VillelaDirector | Stock award | 48,460 | May 8, 2026 |
| Veras Paulo AntunesDirector | Stock award | 20,998 | May 8, 2026 |
| Setubal Roberto EgydioDirector | Stock award | 75,923 | May 8, 2026 |
| Salles Pedro MoreiraDirector | Stock award | 75,923 | May 8, 2026 |
| Salles Joao MoreiraDirector | Stock award | 20,998 | May 8, 2026 |
| Cesar Nivaldo GonDirector | Stock award | 20,998 | May 8, 2026 |
| Barretto Villela Ana Lucia de MattosDirector | Stock award | 20,998 | May 8, 2026 |
| Setubal Alfredo EgydioDirector | Stock award | 20,998 | May 8, 2026 |
| Candido BracherDirector | Stock award | 20,998 | May 8, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Questions
Are insiders buying or selling ITUB?
Across the 6 most recent open-market filings shown here, 0 were purchases and 6 were sales.
Which members of Congress have traded ITUB?
Josh Gottheimer, Lois Frankel disclosed ITUB transactions in the filings shown here.
How quickly are ITUB trades disclosed?
Insider filings on this page reached the public a median of 2 days after the transaction, against the two business days Form 4 allows. Congressional disclosures took a median of 21 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.
