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Itau Unibanco SEC Filings

ITUB NYSE

Welcome to our dedicated page for Itau Unibanco 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.

The Itaú Unibanco Holding S.A. (ITUB) SEC filings page brings together the company’s disclosures as a foreign private issuer in the commercial banking industry. Itaú Unibanco files annual reports on Form 20-F and furnishes interim and event-driven information on Form 6-K, as indicated in multiple filings that reference Form 20-F and Commission File Number 001-15276.

Recent Form 6-K submissions show the range of information Itaú Unibanco provides to regulators and investors. These include a Reference Form, notices to stockholders about the Annual General Stockholders’ Meeting, summarized minutes of meetings of the Board of Directors and the Fiscal Council, and documents such as a policy for trading Itaú Unibanco securities, a remuneration policy for administrators with clawback provisions and a risk management policy. The company also files 6-K reports that attach material facts on bonus shares, projections for specific years and summarized minutes of meetings approving capital changes.

Other 6-K filings reference related-party transactions and interactive meeting invites for quarterly and annual results, showing how the bank uses the SEC’s EDGAR system to distribute information about governance, capital structure, policies and investor events. For shareholders and analysts, these filings are primary sources for understanding Itaú Unibanco’s corporate decisions, oversight structure and communication with the market.

On Stock Titan, these ITUB filings are updated as new Form 6-K and other relevant documents are posted to EDGAR. AI-powered tools can help readers quickly identify the type of document, see which topics it covers and navigate to items dealing with policies, shareholder meetings, related-party transactions or other recurring themes in Itaú Unibanco’s regulatory history.

Rhea-AI Summary

Itaú Unibanco Holding S.A. reported a related party transaction involving an operating agreement with its subsidiary Itaú Unibanco S.A. and affiliates of Porto Seguro. The agreement covers promotion and sale of Porto Seguro insurance products through certain Itaú Unibanco channels and pays monthly remuneration.

The company states the arrangement exceeds BRL 50 million, follows its Policy for Transactions with Related Parties, and meets the strategic objectives of both conglomerates. Management believes the agreement complies with commutative conditions and notes that no Porto Seguro representatives took part in the company’s decision-making process.

The transaction is recurring and carried out in the normal course of business. For fiscal year 2026, Itaú Unibanco estimates total remuneration related to this related party transaction at approximately BRL 441 million, and similar transactions under the same terms will not be disclosed again during the year.

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Itaú Unibanco Holding S.A. furnishes its Q4 2025 Pillar 3 risk and capital report, detailing capital strength, liquidity and risk governance. As of December 31, 2025, the Common Equity Tier 1 ratio was 12.3%, Tier 1 ratio 13.8% and total capital ratio 15.2%, all above regulatory minimums.

Total capital reached R$ 228,589 million against risk-weighted assets of R$ 1,505,475 million, leaving a capital excess of R$ 108,151 million and 7.2 percentage points above the 8% minimum. The Basel III leverage ratio was 7.0%, while liquidity indicators remained high with a Liquidity Coverage Ratio of 215.0% and a Net Stable Funding Ratio of 124.8%.

The report explains Itaú Unibanco’s integrated risk and capital framework, including a Board-approved Risk Appetite Statement, three-lines-of-governance structure, extensive stress testing and a recovery and resolution plan. It also provides detailed breakdowns of risk-weighted assets, leverage exposure, liquidity management, credit risk, market risk, operational risk and remuneration disclosures.

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Itau Unibanco Holding S.A. director Pedro Luiz Bodin de Moraes filed an initial ownership report showing a position in the company’s preferred shares (ITUB4). The filing lists direct ownership of 703,794 preferred shares following the reported holdings, without indicating any recent purchase or sale activity.

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Itau Unibanco Holding S.A. director Paulo Antunes Veras filed an initial ownership report showing a direct stake in the company’s preferred shares. The filing reports beneficial ownership of 58,490 preferred shares (ITUB4) held directly as of the reported date, without detailing any recent purchase or sale activity.

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Itaú Unibanco Holding S.A. is calling an all-digital Annual and Extraordinary General Stockholders’ Meeting for April 28, 2026 to approve 2025 results, profit allocation, board elections and bylaw changes. For 2025, the company reported net profit of R$45.66 billion and proposes allocating R$2.28 billion to the legal reserve, R$33.70 billion as dividends and interest on capital and R$9.71 billion plus R$38.38 million to statutory revenue reserves, equal to a net R$2.9553855 per share and 73% of adjusted profit.

Share capital was increased to R$136.91 billion with 11.03 billion shares after cancelling 78.85 million treasury preferred shares and issuing 321.17 million new shares. The agenda also includes electing 13 board members and Fiscal Council members, approving up to R$938 million in 2026 management compensation, and merging wholly owned Banco Itaucard S.A. into the holding without raising capital. Total assets rose by R$211.69 billion, net income attributable to owners grew 9.2% to R$44.86 billion, and regulatory metrics remained strong, with a Basel ratio of 15.2%, LCR of 215.0% and NSFR of 124.8%.

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Itaú Unibanco Holding S.A. is calling its stockholders to an entirely digital Annual and Extraordinary General Stockholders’ Meeting on April 28, 2026, at 11:00 a.m. and 11:10 a.m. The annual meeting will review the management report, independent auditors’ report, Fiscal Council opinion and Audit Committee summary, and vote on the 2025 financial statements, profit allocation, election of Board of Directors and Fiscal Council members, and overall compensation for directors, officers and Fiscal Council members. The extraordinary meeting will vote on approving the protocol and merger of Banco Itaucard S.A. into the Company, ratifying PwC as appraiser, approving the appraisal report as of December 31, 2025, formalizing the merger without increasing capital, and amending and consolidating the Bylaws, including updating capital wording and expanding the Board of Officers to between five and sixty members. Stockholders may participate remotely via electronic system or by remote voting forms, following the identification and proxy documentation procedures described.

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Itaú Unibanco Holding S.A. filed a Form 6-K sharing minutes from its Fiscal Council meeting, which reviewed the proposed merger of Banco Itaucard S.A. into the holding company, using a base date of December 31, 2025.

The Fiscal Council ratified the engagement of PricewaterhouseCoopers to prepare an appraisal report of Itaucard’s book equity, and supported proceeding with the merger without increasing Itaú Unibanco’s capital stock. The Council stated that the documents reflect the company’s financial position and that the transaction and its legal implications legitimately represent shareholders’ interests.

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Itaú Unibanco Holding S.A. announces that its Board of Directors approved an intragroup corporate restructuring to merge its wholly owned subsidiary Banco Itaucard S.A. into the parent company, extinguishing Itaucard, which currently has no operational activities.

The merger is intended to streamline the Itaú Unibanco conglomerate by optimizing structures and resources for greater efficiency and synergy. Because Itaucard has no minority stockholders, there will be no share exchange ratio, no capital increase at Itaú Unibanco, and no withdrawal rights for dissenting stockholders. The company states that the transaction will not result in financial impacts for Itaú Unibanco.

The transaction will be presented at Annual and Extraordinary Shareholders’ Meetings scheduled for April 28, 2026, and its completion remains subject to approval by the Central Bank of Brazil.

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Itau Unibanco Holding S.A. officer Andre Luis Teixeira Rodrigues has reported his existing stake in the company. In this Form 3, he discloses direct ownership of 1,820,311 preferred shares (ITUB4) as of March 18, 2026. This filing records his holdings as a Retail business Officer and does not report any new purchases or sales, only his current ownership position.

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Itau Unibanco Holding S.A. director Egydio Setubal Roberto filed an initial ownership report detailing his share positions. He reports direct holdings of 1,105,081 preferred shares (ITUB4) and 18,442,626 common shares (ITUB3) as of the reported date.

He also reports indirect positions of 5,107,553,780 common shares (ITUB3) and 191,842 preferred shares (ITUB4) held through an indirect controlling shareholder that he controls. He disclaims beneficial ownership of these indirect shares except to the extent of his pecuniary interest, so this filing primarily clarifies the structure and scale of his direct and indirect stakes rather than recording any new transactions.

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FAQ

How many Itau Unibanco (ITUB) SEC filings are available on StockTitan?

StockTitan tracks 110 SEC filings for Itau Unibanco (ITUB), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Itau Unibanco (ITUB)?

The most recent SEC filing for Itau Unibanco (ITUB) was filed on April 2, 2026.