Welcome to our dedicated page for Itau Unibanco Holding S.A. SEC filings (Ticker: ITUB), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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Itaú Unibanco Holding S.A. reports that its Board of Directors approved the payment of Interest on Capital related to fiscal year 2026 totaling BRL 3.99 billion. This shareholder remuneration will be paid on both common (ITUB3) and preferred (ITUB4) shares.
The approved gross amount per share is BRL 0.36188, with a net amount of BRL 0.298551 after a 17.5% income tax withholding, except for qualifying corporate shareholders that are immune or exempt. Payment is scheduled to occur by August 31, 2026.
Shareholders of record as of June 18, 2026 will be entitled to receive this Interest on Capital, and the shares will trade ex-rights from June 19, 2026, meaning new buyers after that date will not receive this specific payment.
Itaú Unibanco Holding S.A. reported that its Board of Directors approved the payment of interest on capital to stockholders. The gross amount is R$0.36188 per share, subject to 17.5% income tax withholding, resulting in net interest of R$0.298551 per share for eligible investors.
The interest will be credited on June 29, 2026, based on the stockholding position on June 18, 2026, and the shares will trade ex-rights from June 19, 2026. Payment is expected to be made by August 31, 2026, subject to confirmation by the General Stockholders’ Meeting.
Itaú Unibanco Holding S.A. furnished a Form 6-K reporting board minutes that formally record the removal of officer Luís Eduardo Gross Siqueira Cunha, effective as of March 31, 2026. The decision was unanimously adopted at a Board of Directors meeting held on May 28, 2026.
Itaú Unibanco Holding S.A. filed a Form 6-K announcing a change in a significant shareholder’s position. The bank reports that GQG Partners LLC, on behalf of its investment management clients, now holds approximately 4.97% of the company’s preferred shares, in the form of preferred shares and American Depositary Receipts.
GQG’s clients currently own 269,340,203 preferred shares and ADRs. GQG states this is a minority investment, made through secondary-market trades, with no intention to seek control or change Itaú Unibanco’s management structure, and that it does not hold proxy voting rights on behalf of its clients.
Itau Unibanco Holding S.A. director Egydio Setubal Alfredo filed an amended initial ownership report detailing his shareholdings. The filing lists indirect holdings of 191,842 preferred shares (ITUB4) and 5,107,553,780 common shares (ITUB3) held through a corporation he controls, plus 1,489,090 preferred shares held directly. The footnotes state he disclaims beneficial ownership beyond his economic interest in these indirectly held shares.
Itau Unibanco Holding S.A. amended its Form 13F filing to restate prior disclosures and add new holdings entries. The filing lists 400 information-table entries with a total reported market value of $4,309,171,666. The report names one other included manager: Itau USA Asset Management Inc.
Signed by Executive Officer Tatiana Grecco in Sao Paulo on 05-13-2026. The amendment checkbox indicates this submission restates and adds holdings compared with the prior 13F report.
Itau Unibanco Holding S.A. filed a Form 13F reporting its institutional holdings. The report lists 413 Form 13F information table entries with a total market value of $4,172,504,664. The filing includes 1 other included manager, Itau USA Asset Management Inc..
The report is signed by Tatiana Grecco, Executive Officer, and reflects the manager's consolidated holdings as reported on the form.
Itaú Unibanco Holding S.A. filed a Form 6-K furnishing its 2024 Brazilian Reference Form, giving a detailed view of its business mix, market positions and regulation. The bank operates three main segments: Retail, Wholesale, and Activities with the Market and Corporations, with Retail generating 60% of 2024 revenue and Wholesale about one‑third.
Net operating revenue by segment reached R$101,057 million in Retail, R$58,014 million in Wholesale and R$9,887 million in Activities with the Market and Corporations. Income related to interest and similar totaled R$271,126 million, including R$219,281 million from Brazil and R$51,845 million from abroad, where interest income grew 50.6% versus 2023.
The filing highlights strong competitive positions: a 25.4% purchase-volume share in Brazilian credit cards in Q4 2024, a 22.3% share in merchant acquiring on R$917.9 billion of processed card volume, a 22.1% share in new mortgage lending to individuals, and 11.3% asset‑management market share on R$1,033 billion of assets. Itaú Private Bank holds 29.0% of Brazil’s private-banking market and the group maintains leading or top‑three positions in Paraguay, Uruguay and Chile through regional subsidiaries, supported by 3,022 branches worldwide and rapidly growing digital channels.
Egydio Setubal Roberto reported acquisition or exercise transactions in this Form 4 filing.
Itau Unibanco Holding S.A. director Egydio Setubal Roberto reported a compensation-related grant of 75,923 preferred shares (ITUB4) at a price of $0.00 per share. After this grant, his direct holdings in preferred shares total 1,181,004 ITUB4 shares.
The filing also reports indirect holdings of common and preferred shares through a corporation that is an indirect controlling shareholder of Itau Unibanco. A footnote states he disclaims beneficial ownership of those indirectly held shares except to the extent of his pecuniary interest.
Villela Marino Ricardo reported acquisition or exercise transactions in this Form 4 filing.
Itau Unibanco Holding S.A. director Marino Ricardo Villela received a grant of 48,460 preferred shares (ITUB4) on 2026-05-08 at a price of $0.00 per share, reflecting a share award rather than an open‑market purchase.
After this award, he holds 248,758 preferred shares directly and 191,842 preferred shares indirectly through a corporation he controls. He is also reported as having 5,107,553,780 common shares and 93,710 common shares in indirect and direct holdings, respectively, with the footnote stating that indirect holdings are through an indirect controlling shareholder and that beneficial ownership is disclaimed except for any pecuniary interest.