
Insider and congress filings
Itaú Unibanco Holding S.A. (ITUB)
NYSE · Financial Services · 19 insider transactions · 5 congress trades · last filed 2 months ago
About Itaú Unibanco Holding S.A.
from the company's filings and listing, as of Oct 25, 2026- Exchange
- NYSE
- Sector
- Financial Services
- Industry
- Banks
- Chief executive
- Milton Maluhy Filho
- Employees
- 99,600
- Listed since
- Feb 25, 2002
- Market value
- $106.6B
- Price to earnings (12 mo)
- 12.5
- Net income per share (12 mo)
- $0.77in US dollars, from price and P/E
- Dividend yield
- 5.95%
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 |
| Q4 FY2025reported 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 |
| Q1 FY2025reported 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 reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| 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 Templeton 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 and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding ITUB
2 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Howard MarksOaktree Capital Management | $97.9M | 11,977,665 | 1.4% |
| Samlyn Capital | $79.4M | 9,722,653 | 1.3% |
2 of the 97 fund managers we track list ITUB shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
Open-market insider trades
6 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Vanzo Carlos OrestesSmes Officer (retail Segment) | Sold | 74,643 | $8.38 | $626K | Sep 8, 2026filed Sep 9, 2026 | 1d |
| Vanzo Carlos OrestesSmes Officer (retail Segment) | Sold | 60,000 | $8.24 | $494K | Jul 7, 2026filed Jul 8, 2026 | 1d |
| Fajerman Sergio GuillinetChief People and MKT Officer | Sold | 39,477 | $9.53 | $376K | Apr 17, 2026filed Apr 20, 2026 | 1d |
| Fajerman Sergio GuillinetChief People and MKT Officer | Sold | 20,000 | $9.45 | $189K | Apr 15, 2026filed Apr 17, 2026 | 2d |
| Fajerman Sergio GuillinetChief People and MKT Officer | Sold | 50,000 | $9.38 | $469K | Apr 14, 2026filed Apr 16, 2026 | 2d |
| Rodrigues Andre Luis TeixeiraRetail Business Officer | Sold | 182,800 | $8.82 | $1.6M | Apr 8, 2026filed Apr 10, 2026 | 2d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (13)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Setubal Alfredo EgydioDirector | Stock award | 20,998 | May 8, 2026 |
| Barretto Villela Ana Lucia de MattosDirector | Stock award | 20,998 | May 8, 2026 |
| Candido BracherDirector | Stock award | 20,998 | May 8, 2026 |
| Cesar Nivaldo GonDirector | Stock award | 20,998 | May 8, 2026 |
| Rocha Fabricio BloisiDirector | Stock award | 20,998 | May 8, 2026 |
| Salles Joao MoreiraDirector | Stock award | 20,998 | May 8, 2026 |
| Marcos M. LutzDirector | Stock award | 20,998 | May 8, 2026 |
| Santana Maria Helena dos Santos Fernandes deDirector | Stock award | 20,998 | May 8, 2026 |
| Veras Paulo AntunesDirector | Stock award | 20,998 | May 8, 2026 |
| Bodin de Moraes Pedro LuizDirector | Stock award | 20,998 | May 8, 2026 |
| Salles Pedro MoreiraDirector | Stock award | 75,923 | May 8, 2026 |
| Marino Ricardo VillelaDirector | Stock award | 48,460 | May 8, 2026 |
| Setubal Roberto EgydioDirector | Stock award | 75,923 | 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.
Congress trades in ITUB
5 disclosures of 5 on record · median 21d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +202.7%After the saleS&P 500 +64.1% · +138.6 pts vs S&P 500 | Dec 21, 2021 | Jan 10, 2022 | 20d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | +126.8%S&P 500 +146.6% · -19.8 pts vs S&P 500 | Jun 2, 2020 | Jul 9, 2020 | 37d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | +115.3%S&P 500 +143.4% · -28.1 pts vs S&P 500 | Jun 3, 2020 | Jul 9, 2020 | 36d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +14.4%After the saleS&P 500 +168.8% · -154.5 pts vs S&P 500 | Mar 15, 2019 | Apr 5, 2019 | 21d |
| Lois Frankel | Stock | Sale | $1,001 - $15,000 | +31.6%After the saleS&P 500 +293.9% · -262.3 pts vs S&P 500 | Jun 12, 2014 | Jun 18, 2014 | 6d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in ITUB, filterable by party, chamber, type and account.
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 and 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 business days after the transaction (weekends and federal holidays skipped), 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 Oct 26, 2026.
