Itaú Unibanco Holding S.A. filings document the disclosure record of a Brazil-based financial holding company that reports to the SEC as a foreign private issuer. Form 6-K reports furnish quarterly results materials, financial statements, management discussion and analysis, earnings presentations, annual-report notices, and CVM material facts.
The bank's regulatory filings also cover Pillar 3 risk and capital management, prudential metrics, capital adequacy, risk governance, stress testing, and recovery and resolution planning. Governance-related exhibits include fiscal council materials and policies for the disclosure of material acts or facts, while capital-action disclosures address interest on capital and stock repurchase programs.
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.
Moreira Salles Pedro reported acquisition or exercise transactions in this Form 4 filing.
Itau Unibanco Holding S.A. director Pedro Moreira Salles reported a compensation-related award of 75,923 preferred shares (ITUB4) at a stated price of $0.00 per share. After this grant, he directly holds 12,214,047 preferred shares (ITUB4) and 13,370,378 common shares (ITUB3).
The filing also shows indirect positions, including 2,905,107,629 common shares (ITUB3) through an indirect controlling shareholder he controls and 128,886 preferred shares (ITUB4) held by his spouse. The footnote states he disclaims beneficial ownership of the indirect corporate holdings beyond his pecuniary interest.
Bodin de Moraes Pedro Luiz reported acquisition or exercise transactions in this Form 4 filing.
Itau Unibanco Holding S.A. director Pedro Luiz Bodin de Moraes received a grant of 20,998 preferred shares (ITUB4) on May 8, 2026 at a reported price of $0.00 per share. Following this award, his direct holding in the company’s preferred shares increased to 724,792 shares.
Itau Unibanco Holding S.A. director Paulo Antunes Veras received a grant of 20,998 preferred shares (ITUB4) on May 8, 2026 at a price of $0.00 per share. This grant, classified as a “grant, award, or other acquisition,” increased his direct holdings to 79,488 preferred shares.
Itau Unibanco Holding S.A. director Santana Maria Helena dos Santos Fernandes de received a grant of 20,998 preferred shares (ITUB4) on May 8, 2026 at no purchase price, classified as a grant or award. After this compensation-related acquisition, she directly holds 203,415 preferred shares.
Lutz Marcos M reported acquisition or exercise transactions in this Form 4 filing.
Itau Unibanco Holding S.A. director Marcos M Lutz received a grant of 20,998 preferred shares (ITUB4) on May 8, 2026 at no cost. After this award, he directly holds 51,503 preferred shares. This is a compensation-related share award, not an open-market purchase.