Who Owns Ita? Unibanco Holding Company?

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Who Owns Itaú Unibanco Holding?

Understanding the ownership of Itaú Unibanco Holding is key to its market influence. The 2008 merger of Banco Itaú and Unibanco created Latin America's largest bank, offering diverse financial services.

Tracing its roots to 1924 and 1945 respectively, Itaú Unibanco has a rich history. The 2008 merger significantly boosted its asset base, making it a dominant force in Brazil's financial sector.

The ownership structure has evolved, influenced by founding families and public shareholders. Recent filings, such as the 2024 annual report filed in April 2025, offer updated insights into its financial standing and strategic path, impacting its Ita? Unibanco Holding Porter's Five Forces Analysis.

The entity known today as Ita Unibanco Holding S.A. was established through a significant merger on November 4, 2008, combining the operations of Banco Itaú and Unibanco. This union brought together two institutions with deep roots in Brazil's financial history, each with its own distinct origins and growth trajectories.

Banco Itaú's Origins Banco Itaú traces its beginnings to 1945, initially operating as Banco Central de Crédito. It was founded by members of the Egydio de Souza Aranha family in São Paulo. Unibanco's Foundation Unibanco's history stems from the banking department of Casa Moreira Salles, which commenced operations in 1924. It later adopted the name Unibanco in 1975. Merger in 2008 The merger of Banco Itaú and Unibanco in 2008 created a formidable financial institution with a substantial market presence and combined assets. Growth Through Acquisitions Both founding banks experienced significant growth throughout the mid-20th century, largely driven by a strategic approach of mergers and acquisitions. Early Ownership Details Specific equity splits for the founding families during the initial establishment of Banco Itaú and Unibanco are not readily available in historical records. Family Control The ESA Family, as the controlling group of Itaúsa, holds a significant stake, demonstrating a long-term commitment to the company's strategic direction.

The controlling group of Itaúsa, the parent company of Ita Unibanco, is the ESA Family. As of the latest available data, this family holds 33.62% of the total shares. This ownership includes 63.66% of the common shares and 17.89% of the preferred shares, underscoring their substantial influence and commitment to the long-term vision of the financial group. Understanding the Marketing Strategy of Ita? Unibanco Holding can provide further context on how this ownership structure impacts its operations.

Ita Unibanco Holding: Key Ownership Aspects

The ownership structure of Ita Unibanco Holding S.A. is characterized by the significant control exerted by the founding families, ensuring continuity and strategic alignment.

• The ESA Family is the primary controlling group of Itaúsa, the parent company.
• This family holds a substantial percentage of both common and preferred shares.
• The merger in 2008 consolidated two major Brazilian financial institutions.
• Early ownership details for the individual banks are not extensively documented.
• Family control is a key factor in the long-term strategic direction of the company.

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The ownership structure of Itaú Unibanco Holding S.A. was significantly reshaped by the 2008 merger between Banco Itaú and Unibanco. This pivotal event created a dominant financial institution in Brazil, with initial assets reaching R$575 billion and net equity around R$51.7 billion.

Itaúsa S.A. stands as the primary major stakeholder in Itaú Unibanco, holding a substantial 46% of the company's shares. Itaúsa itself is a holding company with a considerable free float of 66% of its total capital, indicating a broad base of ownership beyond the controlling entity. Understanding who owns Ita is key to grasping the bank's strategic direction.

Key Institutional Shareholders

Beyond Itaúsa, a diverse group of institutional investors collectively manages significant portions of Itaú Unibanco's stock. These entities play a crucial role in the bank's market presence and governance.

• BlackRock, Inc. (3.79%)
• The Vanguard Group, Inc.
• Boston Partners Global Investors, Inc.
• Franklin Resources, Inc.
• Invesco Ltd.
• Goldman Sachs Asset Management, L.P.
• Schroder Investment Management North America Inc.
• Morgan Stanley Administradora de Carteiras S.A.
• BB Gestão de Recursos - Distribuidora de Títulos e Valores Mobiliários S.A.

The total number of shares outstanding for Itaú Unibanco was 10,757,169,811 by the close of 2024. The company's ordinary share capital reached BRL 124.06 billion for the fiscal quarter ending in March 2025. This robust capital base supports its operations and strategic initiatives. The strong family control, primarily exercised through Itaúsa, is a defining characteristic of Ita ownership, fostering a long-term strategic outlook and a consistent focus on shareholder value. This structure has been instrumental in Itaú Unibanco's ability to maintain a leading position in the Brazilian financial market, a position solidified by its acquisition of Unibanco. For a deeper dive into the competitive landscape, one can explore the Competitors Landscape of Ita? Unibanco Holding.

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The Board of Directors at Itaú Unibanco is structured to ensure sound decision-making and performance, with a diverse group of highly qualified individuals. This board is tasked with overseeing the bank's risk management framework, adhering to international best practices.

Itaú Unibanco's ownership structure involves common and preferred shares, with common shares (ITUB3) holding voting rights. The company's governance model emphasizes long-term vision, largely influenced by family control through Itaúsa S.A. The controlling family, through ESA Family, holds a significant stake of 63.66% of Itaú Unibanco's common shares, translating to substantial voting power. This structure, along with regular Fiscal Council meetings, such as the one on May 8, 2025, underscores a commitment to robust corporate governance. Understanding the details on Ita ownership structure reveals how this influence shapes the bank's direction, a key aspect when considering the Growth Strategy of Ita? Unibanco Holding.

Key Stakeholders and Voting Power

The controlling family, through Itaúsa S.A., wields significant influence over Itaú Unibanco's strategic decisions. This family control is a cornerstone of the bank's long-term vision.

• Itaúsa S.A. holds 63.66% of Itaú Unibanco's common shares.
• Common shares (ITUB3) carry voting rights.
• Preferred shares (ITUB4) generally do not have voting rights.
• The ESA Family is the controlling group within Itaúsa S.A.
• This structure ensures a consistent approach to the bank's management.

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Recent developments indicate a strong focus on shareholder value and strategic expansion for the Unibanco Holding Company Ita. The company has been actively managing its share structure and investing in digital transformation, alongside a commitment to sustainability.

The Unibanco Holding Company Ita has been actively enhancing its shareholder value through strategic buyback programs and a robust financial performance. Its commitment to digital innovation is evident in the high adoption of mobile banking and the continuous launch of new features within its Superapp. This focus on customer engagement and technological advancement is a key aspect of understanding Ita ownership.

Shareholder Returns Focus

The company authorized a significant stock buyback program in early 2025, demonstrating a commitment to returning capital to shareholders. This initiative aims to reduce the number of outstanding shares, potentially boosting earnings per share.

Digital Transformation Drive

Over 90% of Ita's customer base now utilizes mobile banking, highlighting a successful digital shift. The launch of 16 new products in 2024 through its Superapp further underscores this digital-first strategy.

Financial Strength and Growth

Ita reported substantial profit growth in late 2024 and early 2025, with a net income of R$41.403 billion for 2024 and a strong ROE of 22.2%. The expanded credit portfolio also saw a healthy increase of 15.5% in 2024.

Sustainability Leadership

The bank is reinforcing its position in sustainability, aiming to reach R$1 trillion in sustainable financing by 2030. This includes significant growth in ESG loans and bond issuances, reflecting a commitment to responsible business practices.

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