Itau Unibanco Holding (BSP:ITUB4) Institutional Ownership: 20.24% (As of Jul. 20, 2026)

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Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

BSP:ITUB4 Itau Unibanco Holding SA BSP:ITUB4
65 GF Score
Price R$41.96
GF Value R$31.11
Valuation Significantly Overvalued
! 9 Warning Signs
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What is Itau Unibanco Holding Institutional Ownership?

Itau Unibanco Holding BSP:ITUB4 -1.39% 65 Institutional Ownership is 20.24% as of Jul. 20, 2026. GuruFocus rates BSP:ITUB4 with a GF Score™ of 65/100 and a GF Value™ of R$31.11 (Significantly Overvalued). The stock has 9 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Itau Unibanco Holding's institutional ownership is 20.24%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Itau Unibanco Holding's Insider Ownership is 0.00%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Itau Unibanco Holding's Float Percentage Of Total Shares Outstanding is 49.03%.


Itau Unibanco Holding Institutional Ownership Historical Data

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The historical data trend for Itau Unibanco Holding's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Itau Unibanco Holding Institutional Ownership Chart

Itau Unibanco Holding Historical Data

The historical data trend for Itau Unibanco Holding can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 19.84 19.71 19.61 20.14 20.28 20.31 20.04 20.29 20.38 20.24
BSP:ITUB4
65GF Score
Itau Unibanco Holding SA BSP:ITUB4
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Itau Unibanco Holding Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 20.24% mean?
Itau Unibanco Holding (BSP:ITUB4) has a Institutional Ownership of 20.24% as of Jul. 20, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Itau Unibanco Holding and its competitors.
Is Itau Unibanco Holding's Institutional Ownership too high?
Itau Unibanco Holding's current Institutional Ownership is 20.24%. Overall, Itau Unibanco Holding has a GF Score™ of 65/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Itau Unibanco Holding's Institutional Ownership compare to competitors?
Itau Unibanco Holding's Institutional Ownership of 20.24% can be compared against companies in the Banks industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for a Banks company?
A good Institutional Ownership depends on the Banks industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Itau Unibanco Holding and its competitors. Itau Unibanco Holding's current Institutional Ownership is 20.24%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Itau Unibanco Holding stock overvalued right now?
Based on GuruFocus' analysis, Itau Unibanco Holding (BSP:ITUB4) is currently considered Significantly Overvalued. The stock's GF Value™ is R$31.11, compared to a current price of R$41.96 — trading 34.9% above its estimated fair value. The current Institutional Ownership is 20.24%. Itau Unibanco Holding's overall GF Score™ is 65/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Itau Unibanco Holding (BSP:ITUB4), the current Institutional Ownership is 20.24% as of Jul. 20, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Itau Unibanco Holding (BSP:ITUB4) Overvalued in 2026?

Based on GuruFocus' analysis, Itau Unibanco Holding stock appears to be overvalued. The current stock price of R$41.96 is trading 34.9% above its estimated GF Value™ of R$31.11. GuruFocus considers Itau Unibanco Holding to be Significantly Overvalued.

Key valuation signals for BSP:ITUB4:

  • Institutional Ownership: 20.24%
  • GF Value™: R$31.11 vs. price of R$41.96 (34.9% above fair value)
  • GF Score™: 65/100 with 9 warning signs

No single metric tells the full story. See the BSP:ITUB4 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Itau Unibanco Holding Business Description

Address Praca Alfredo Egydio de Souza Aranha, 100, Torre Olavo Setubal, Parque Jabaquara, Sao Paulo, SP, BRA, 04344-902
Itaú Unibanco is the largest privately held bank in Brazil, the result of the 2008 merger between Banco Itaú and Unibanco. In addition to Brazil, the bank has significant operations in Chile, Colombia, Argentina, Uruguay, and Paraguay. Itaú's commercial and consumer loans account for 35% and 43% of the bank's total loans, respectively, while foreign loans account for 22% of its portfolio as of the end of 2025. The bank also operates the fifth-largest insurer in Brazil and is the second-largest asset manager in the country, giving it broad reach over the Brazilian financial system.
65GF Score

Get the complete analysis for BSP:ITUB4

Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

R$41.96
Price
R$31.11
GF Value