Itau Unibanco Holding S.A.
ITUB- 交易所
- NYSE
- 產業
- State Commercial Banks
- SEC CIK
- 0001132597
近 90 天，Itau Unibanco Holding S.A. 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 394 家機構在 13F 申報持有，市值合計 $95.2 億；大師中只有橡樹資本持有。
2021 年第 2 季 13F 持有人
Itau Unibanco Holding S.A. 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 303
- 較 2021 年第 1 季 +3 家
- 持有股數
- 10.6 億
- 較 2021 年第 1 季 +3,464 萬 (+3.4%)
- 總市值
- $63.8 億
- 較 2021 年第 1 季 +$12.9 億 (+25.2%)
- 新進機構
- 45
- 另有 105 家加碼
- 清倉機構
- 42
- 另有 104 家減碼
另有 3 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 ITUB 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 394 | $95.2 億 |
| 2026 年第 1 季 | 389 | $100.3 億 |
| 2025 年第 4 季 | 383 | $87.2 億 |
| 2025 年第 3 季 | 335 | $88.4 億 |
| 2025 年第 2 季 | 333 | $77.8 億 |
| 2025 年第 1 季 | 316 | $55.6 億 |
| 2024 年第 4 季 | 332 | $44.3 億 |
| 2024 年第 3 季 | 348 | $57.2 億 |
| 2024 年第 2 季 | 334 | $49.0 億 |
| 2024 年第 1 季 | 324 | $56.2 億 |
| 2023 年第 4 季 | 315 | $58.3 億 |
| 2023 年第 3 季 | 285 | $44.0 億 |
| 2023 年第 2 季 | 289 | $48.5 億 |
| 2023 年第 1 季 | 273 | $40.3 億 |
| 2022 年第 4 季 | 290 | $39.6 億 |
| 2022 年第 3 季 | 269 | $41.7 億 |
| 2022 年第 2 季 | 274 | $37.8 億 |
| 2022 年第 1 季 | 277 | $55.7 億 |
| 2021 年第 4 季 | 269 | $39.2 億 |
| 2021 年第 3 季 | 306 | $54.4 億 |
| 2021 年第 2 季 | 303 | $63.8 億 |
| 2021 年第 1 季 | 303 | $51.0 億 |
2021 年第 2 季持有機構
每家機構持有 Itau Unibanco Holding S.A. 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 64 | $0 | 0.00% | +64 | 新進 |
| Raffa Wealth Management, LLC | 164 | $986 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 271 | $1,000 | 0.00% | −722−72.7% | 減碼 |
| Van Eck Associates Corp | 212 | $1,000 | 0.00% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 133 | $1,000 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 90 | $1,000 | 0.00% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 188 | $1,000 | 0.00% | +188 | 新進 |
| TD Ameritrade Investment Management, LLC | 330 | $2,000 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 455 | $2,000 | 0.00% | 00.0% | 不變 |
| Activest Wealth Management | 413 | $2,000 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 478 | $2,873 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 524 | $3,000 | 0.00% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 782 | $5,000 | 0.00% | 00.0% | 不變 |
| Berman Capital Advisors, LLC | 905 | $5,000 | 0.00% | +70+8.4% | 加碼 |
| Global Retirement Partners, LLC | 816 | $5,000 | 0.00% | +816 | 新進 |
| Bessemer Group Inc | 1,039 | $6,000 | 0.00% | −2,119,815−100.0% | 減碼 |
| Sofos Investments, Inc. | 1,083 | $6,000 | 0.00% | −93−7.9% | 減碼 |
| HM Payson & Co | 1,006 | $6,000 | 0.00% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 966 | $6,000 | 0.00% | +170+21.4% | 加碼 |
| Reilly Financial Advisors, LLC | 1,118 | $7,000 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 1,307 | $8,000 | 0.00% | −935−41.7% | 減碼 |
| Farmers & Merchants Investments Inc | 1,492 | $9,000 | 0.00% | +286+23.7% | 加碼 |
| Private Capital Group, LLC | 1,510 | $9,000 | 0.00% | +305+25.3% | 加碼 |
| FinTrust Capital Advisors, LLC | 1,717 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 1,906 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| Advisory Services Network, LLC | 2,053 | $1.20 萬 | 0.00% | +2,053 | 新進 |
| Carroll Financial Associates, Inc. | 2,484 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 2,630 | $1.60 萬 | 0.02% | 00.0% | 不變 |
| Harbour Investments, Inc. | 3,173 | $1.90 萬 | 0.00% | −41−1.3% | 減碼 |
| Oaktree Fund Advisors, LLC | 3,257 | $2.00 萬 | 1.90% | +3,257 | 新進 |
| Liberty Wealth Management LLC | 3,724 | $2.20 萬 | 0.01% | +3,724 | 新進 |
| Evolution Wealth Advisors, LLC | 4,000 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 4,385 | $2.60 萬 | 0.01% | 00.0% | 不變 |
| Cutler Group LP | 5,005 | $3.00 萬 | 0.00% | −69,400−93.3% | 減碼 |
| Proequities, Inc. | 5,150 | $3.10 萬 | 0.00% | +13+0.3% | 加碼 |
| Huntington National Bank | 5,392 | $3.20 萬 | 0.00% | +1,637+43.6% | 加碼 |
| Quilter Plc | 31,339 | $3.80 萬 | 0.00% | +31,339 | 新進 |
| Sageworth Trust Co | 7,203 | $4.30 萬 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 7,706 | $4.60 萬 | 0.01% | +7,706 | 新進 |
| Platinum Investment Management Ltd | 8,033 | $4.80 萬 | 0.00% | −1,772−18.1% | 減碼 |
| Investors Research Corp | 8,911 | $5.40 萬 | 0.02% | 00.0% | 不變 |
| Veritable, L.P. | 10,116 | $6.10 萬 | 0.00% | −694−6.4% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 10,600 | $6.40 萬 | 0.00% | 00.0% | 不變 |
| Aureus Asset Management, LLC | 10,753 | $6.50 萬 | 0.00% | 00.0% | 不變 |
| Sawtooth Solutions, LLC | 10,739 | $6.50 萬 | 0.01% | +10,739 | 新進 |
| Keel Point, LLC | 10,971 | $6.60 萬 | 0.01% | −346−3.1% | 減碼 |
| Creative Planning | 11,269 | $6.80 萬 | 0.00% | +727+6.9% | 加碼 |
| Bridgefront Capital, LLC | 11,507 | $6.90 萬 | 0.03% | +11,507 | 新進 |
| Federation des caisses Desjardins du Quebec | 11,500 | $6.91 萬 | 0.00% | +11,500 | 新進 |
| Johnson Investment Counsel Inc | 11,550 | $7.00 萬 | 0.00% | 00.0% | 不變 |
| Mark Stevens | 11,759 | $7.10 萬 | 0.01% | +11,759 | 新進 |
| Compagnie Lombard Odier SCmA | 12,168 | $7.30 萬 | 0.00% | 00.0% | 不變 |
| Credit Agricole S A | 12,327 | $7.40 萬 | 0.00% | −18,000−59.4% | 減碼 |
| Atlas Capital Advisors LLC | 13,053 | $7.84 萬 | 0.01% | +3,797+41.0% | 加碼 |
| Perpetual Investment Management Ltd | 13,304 | $8.00 萬 | 0.01% | 00.0% | 不變 |
| First Hawaiian Bank | 13,590 | $8.20 萬 | 0.00% | −3,255−19.3% | 減碼 |
| Mather Group, LLC. | 13,694 | $8.20 萬 | 0.00% | −334−2.4% | 減碼 |
| Wambolt & Associates, LLC | 14,711 | $8.60 萬 | 0.04% | −823−5.3% | 減碼 |
| 1832 Asset Management L.P. | 15,173 | $9.20 萬 | 0.00% | +15,173 | 新進 |
| Personal Cfo Solutions, LLC | 15,498 | $9.30 萬 | 0.02% | −901−5.5% | 減碼 |
| Eagle Bay Advisors LLC | 14,598 | $9.30 萬 | 0.07% | +14,598 | 新進 |
| Wolverine Trading, LLC | 15,872 | $9.60 萬 | 0.00% | −30,110−65.5% | 減碼 |
| Jump Financial, LLC | 16,317 | $9.80 萬 | 0.01% | +16,317 | 新進 |
| Kestra Advisory Services, LLC | 17,128 | $10.3 萬 | 0.00% | +1,331+8.4% | 加碼 |
| Veriti Management LLC | 17,689 | $10.6 萬 | 0.02% | +17,689 | 新進 |
| Balentine LLC | 17,921 | $10.8 萬 | 0.00% | +17,921 | 新進 |
| Stifel Financial Corp | 18,722 | $11.2 萬 | 0.00% | +862+4.8% | 加碼 |
| Toronto Dominion Bank | 20,035 | $12.0 萬 | 0.00% | −138,865−87.4% | 減碼 |
| Meristem Family Wealth, LLC | 20,236 | $12.2 萬 | 0.02% | −12,672−38.5% | 減碼 |
| Two Sigma Securities, LLC | 20,386 | $12.3 萬 | 0.03% | −151,385−88.1% | 減碼 |
| Aviva PLC | 20,670 | $12.4 萬 | 0.00% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 21,000 | $12.6 萬 | 0.00% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 21,377 | $12.8 萬 | 0.00% | +293+1.4% | 加碼 |
| ING Groep NV | 21,620 | $13.0 萬 | 0.00% | +7,512+53.2% | 加碼 |
| Genoa Capital Gestora de Recursos Ltda. | 30,000 | $13.3 萬 | 0.23% | +30,000 | 新進 |
| Deltec Asset Management LLC | 22,292 | $13.4 萬 | 0.02% | 00.0% | 不變 |
| Ethic Inc. | 22,375 | $13.4 萬 | 0.02% | +5,144+29.9% | 加碼 |
| Quadrant Capital Group LLC | 22,448 | $13.5 萬 | 0.02% | −12−0.1% | 減碼 |
| Snowden Capital Advisors LLC | 22,605 | $13.6 萬 | 0.01% | −1,472−6.1% | 減碼 |
| Gould Asset Management LLC | 23,610 | $14.2 萬 | 0.04% | 00.0% | 不變 |
| First Horizon Corp | 24,049 | $14.4 萬 | 0.01% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 25,146 | $15.1 萬 | 0.01% | −4,516−15.2% | 減碼 |
| XTX Topco Ltd | 25,214 | $15.2 萬 | 0.05% | +25,214 | 新進 |
| HRT Financial LP | 26,279 | $15.7 萬 | 0.00% | +26,279 | 新進 |
| Vontobel Holding Ltd. | 26,356 | $15.8 萬 | 0.00% | −40,883−60.8% | 減碼 |
| Baldwin Brothers Inc | 27,342 | $16.4 萬 | 0.02% | −4,161−13.2% | 減碼 |
| Advisors Asset Management, Inc. | 27,456 | $16.5 萬 | 0.00% | +3,385+14.1% | 加碼 |
| Blueshift Asset Management, LLC | 28,478 | $17.1 萬 | 0.01% | +28,478 | 新進 |
| Hilltop Holdings Inc. | 28,670 | $17.2 萬 | 0.02% | +28,670 | 新進 |
| CAPROCK Group, Inc. | 30,209 | $18.3 萬 | 0.02% | −1,124−3.6% | 減碼 |
| Eaton Vance Management | 30,449 | $18.3 萬 | 0.00% | +30,449 | 新進 |
| Avestar Capital, LLC | 31,530 | $18.9 萬 | 0.04% | +3,682+13.2% | 加碼 |
| Corient Capital Partners, LLC | 32,378 | $19.5 萬 | 0.01% | +11,385+54.2% | 加碼 |
| Comerica Securities,inc. | 34,053 | $20.6 萬 | 0.02% | −9,328−21.5% | 減碼 |
| JGP Global Gestao de Recursos Ltda. | 35,000 | $21.0 萬 | 0.07% | −168,000−82.8% | 減碼 |
| M&T Bank Corp | 35,882 | $21.5 萬 | 0.00% | −11,698−24.6% | 減碼 |
| Financial Counselors Inc | 37,759 | $22.7 萬 | 0.00% | +15,312+68.2% | 加碼 |
| Wetherby Asset Management Inc | 38,006 | $22.8 萬 | 0.01% | +537+1.4% | 加碼 |
| Peapack Gladstone Financial Corp | 39,650 | $23.8 萬 | 0.01% | +1,524+4.0% | 加碼 |
| HBK Sorce Advisory LLC | 40,079 | $24.1 萬 | 0.01% | +1,778+4.6% | 加碼 |