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.
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.
Itaú Unibanco Holding S.A. furnishes a Form 6-K presenting a broad set of updated public access policies covering how the bank manages key risks and capital. The documents detail frameworks for environmental, social and climate risks, market and IRRBB risk, operational risk, compliance, liquidity, credit risk and capital management.
Across these areas, Itaú Unibanco describes governance based on three lines of defense, the role of the Board of Directors and risk committees, and alignment with Brazilian and international regulations such as CMN Resolution No. 4,557/17 and Basel-related standards. The policies explain how risks are identified, measured, monitored and reported and how capital and liquidity buffers are planned and overseen to support the bank’s long-term resilience.
Itaú Unibanco Holding S.A. furnished a Form 6-K providing its updated Brazilian Reference Form as of December 31, 2025. The document details the bank’s history, corporate purpose and its three main segments: Retail Banking, Wholesale Banking, and Activities with the Market and Corporation.
Retail Banking generated R$112,204 million in 2025 revenue, Wholesale Banking R$62,620 million, and Activities with the Market and Corporation R$9,569 million, before IFRS adjustments. The bank highlights strong competitive positions, including 24% share of Brazilian credit card purchase volume, 21.4% of credit card balances and 26.3% of new mortgage loans to individuals.
The filing also describes extensive international operations in Chile, Paraguay, Uruguay and other markets, growing digital channels—over 99% of transfers and payments occur digitally—and a concentrated but highly regulated Brazilian banking sector. It outlines key regulatory frameworks, capital requirements and supervisory bodies governing Itaú’s activities.
Itaú Unibanco Holding S.A. issued Perpetual Subordinated Financial Bills totaling BRL 3 billion to professional investors. These instruments are perpetual, meaning they have no fixed maturity, and the company may repurchase them starting in 2031, subject to prior approval from the Central Bank of Brazil.
The Financial Bills qualify as Additional Tier 1 capital under Central Bank Resolutions No. 122 and No. 5,007. Based on the capital base as of March 31, 2026, the issuance is estimated to increase Itaú Unibanco’s Tier 1 capital ratio by 19 basis points, modestly strengthening its regulatory capital position.
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.