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 3 季 13F 持有人
Itau Unibanco Holding S.A. 在 2021/9/30 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
- 306
- 較 2021 年第 2 季 +4 家
- 持有股數
- 10.3 億
- 較 2021 年第 2 季 −2,847 萬 (−2.7%)
- 總市值
- $54.4 億
- 較 2021 年第 2 季 −$9.39 億 (−14.7%)
- 新進機構
- 44
- 另有 114 家加碼
- 清倉機構
- 40
- 另有 89 家減碼
另有 1 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Eaton Vance Management | 32,201 | $0 | 0.00% | +1,752+5.8% | 加碼 |
| Financial Management Professionals, Inc. | 64 | $0 | 0.00% | 00.0% | 不變 |
| Kowal Investment Group, LLC | 10 | $0 | 0.00% | +10 | 新進 |
| McCarthy Grittinger Financial Group, LLC | 124 | $654 | 0.00% | +124 | 新進 |
| Raffa Wealth Management, LLC | 164 | $864 | 0.00% | 00.0% | 不變 |
| TD Ameritrade Investment Management, LLC | 330 | $1,000 | 0.00% | 00.0% | 不變 |
| 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 |
| Johnson Financial Group, Inc. | 188 | $1,000 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 90 | $1,000 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 271 | $1,000 | 0.00% | 00.0% | 不變 |
| Sargent Bickham Lagudis LLC | 219 | $1,000 | 0.00% | +219 | 新進 |
| Federation des caisses Desjardins du Quebec | 300 | $1,581 | 0.00% | −11,200−97.4% | 減碼 |
| American Portfolios Advisors | 478 | $2,519 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 524 | $3,000 | 0.00% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 655 | $3,000 | 0.00% | +655 | 新進 |
| Bellwether Advisors, LLC | 589 | $3,000 | 0.00% | +589 | 新進 |
| Bell Investment Advisors, Inc | 841 | $4,000 | 0.00% | +841 | 新進 |
| HM Payson & Co | 1,006 | $5,000 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 1,039 | $5,000 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 1,077 | $5,000 | 0.00% | −6−0.6% | 減碼 |
| Berman Capital Advisors, LLC | 1,000 | $5,000 | 0.00% | +95+10.5% | 加碼 |
| Meridian Wealth Partners, LLC | 1,007 | $5,000 | 0.00% | +1,007 | 新進 |
| Reilly Financial Advisors, LLC | 1,118 | $6,000 | 0.00% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 1,205 | $6,000 | 0.00% | +239+24.7% | 加碼 |
| Cahill Financial Advisors Inc | 1,217 | $6,000 | 0.00% | +1,217 | 新進 |
| Ancora Advisors, LLC | 1,245 | $7,000 | 0.00% | +1,245 | 新進 |
| FinTrust Capital Advisors, LLC | 1,518 | $8,000 | 0.00% | −199−11.6% | 減碼 |
| Farmers & Merchants Investments Inc | 1,492 | $8,000 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 1,603 | $8,000 | 0.00% | +296+22.6% | 加碼 |
| Wolff Wiese Magana LLC | 1,906 | $1.00 萬 | 0.01% | 00.0% | 不變 |
| Private Capital Group, LLC | 1,982 | $1.00 萬 | 0.00% | +472+31.3% | 加碼 |
| Carroll Financial Associates, Inc. | 2,484 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 2,630 | $1.40 萬 | 0.02% | 00.0% | 不變 |
| Harbour Investments, Inc. | 3,175 | $1.70 萬 | 0.00% | +2+0.1% | 加碼 |
| Proequities, Inc. | 3,635 | $1.90 萬 | 0.00% | −1,515−29.4% | 減碼 |
| Koshinski Asset Management, Inc. | 3,631 | $1.91 萬 | 0.00% | +3,631 | 新進 |
| Evolution Wealth Advisors, LLC | 4,000 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Acadian Asset Management LLC | 4,326 | $2.20 萬 | 0.00% | +4,326 | 新進 |
| Pinnacle Bancorp, Inc. | 4,385 | $2.30 萬 | 0.01% | 00.0% | 不變 |
| Quilter Plc | 28,303 | $2.80 萬 | 0.00% | −3,036−9.7% | 減碼 |
| Liberty Wealth Management LLC | 5,867 | $3.10 萬 | 0.01% | +2,143+57.5% | 加碼 |
| Platinum Investment Management Ltd | 6,912 | $3.60 萬 | 0.00% | −1,121−14.0% | 減碼 |
| Sageworth Trust Co | 7,203 | $3.80 萬 | 0.00% | 00.0% | 不變 |
| Investors Research Corp | 8,911 | $4.70 萬 | 0.02% | 00.0% | 不變 |
| Oaktree Fund Advisors, LLC | 9,701 | $5.10 萬 | 4.96% | +6,444+197.9% | 加碼 |
| Huntington National Bank | 9,849 | $5.20 萬 | 0.00% | +4,457+82.7% | 加碼 |
| Toronto Dominion Bank | 10,225 | $5.40 萬 | 0.00% | −9,810−49.0% | 減碼 |
| Gilbert & Cook, Inc. | 10,163 | $5.40 萬 | 0.01% | +10,163 | 新進 |
| Boston Private Wealth LLC | 10,483 | $5.50 萬 | 0.00% | +10,483 | 新進 |
| Migdal Insurance & Financial Holdings Ltd. | 10,600 | $5.60 萬 | 0.00% | 00.0% | 不變 |
| Wrapmanager Inc | 10,720 | $5.60 萬 | 0.01% | +10,720 | 新進 |
| SG3 Management, LLC | 13,000 | $5.60 萬 | 0.02% | +13,000 | 新進 |
| Aureus Asset Management, LLC | 10,753 | $5.70 萬 | 0.00% | 00.0% | 不變 |
| Keel Point, LLC | 11,022 | $5.80 萬 | 0.01% | +51+0.5% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 10,949 | $5.80 萬 | 0.01% | +10,949 | 新進 |
| SRS Capital Advisors, Inc. | 11,102 | $5.90 萬 | 0.01% | +3,396+44.1% | 加碼 |
| Creative Planning | 11,455 | $6.00 萬 | 0.00% | +186+1.7% | 加碼 |
| Veritable, L.P. | 11,338 | $6.00 萬 | 0.00% | +1,222+12.1% | 加碼 |
| Johnson Investment Counsel Inc | 11,550 | $6.10 萬 | 0.00% | 00.0% | 不變 |
| Commerce Bank | 11,634 | $6.10 萬 | 0.00% | +11,634 | 新進 |
| Compagnie Lombard Odier SCmA | 12,168 | $6.40 萬 | 0.00% | 00.0% | 不變 |
| Rhumbline Advisers | 12,190 | $6.40 萬 | 0.00% | +12,190 | 新進 |
| Credit Agricole S A | 12,327 | $6.50 萬 | 0.00% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 12,546 | $6.67 萬 | 0.01% | +12,546 | 新進 |
| 1832 Asset Management L.P. | 13,198 | $7.00 萬 | 0.00% | −1,975−13.0% | 減碼 |
| Mather Group, LLC. | 13,287 | $7.00 萬 | 0.00% | −407−3.0% | 減碼 |
| Perpetual Investment Management Ltd | 13,304 | $7.00 萬 | 0.01% | 00.0% | 不變 |
| Mark Stevens | 13,203 | $7.00 萬 | 0.01% | +1,444+12.3% | 加碼 |
| Sawtooth Solutions, LLC | 14,439 | $7.60 萬 | 0.01% | +3,700+34.5% | 加碼 |
| Wambolt & Associates, LLC | 14,711 | $8.10 萬 | 0.03% | 00.0% | 不變 |
| Marshall Wace, LLP | 15,333 | $8.10 萬 | 0.00% | +15,333 | 新進 |
| Gsa Capital Partners LLP | 15,694 | $8.30 萬 | 0.01% | +15,694 | 新進 |
| Cutler Group LP | 17,425 | $9.10 萬 | 0.01% | +12,420+248.2% | 加碼 |
| Veriti Management LLC | 17,618 | $9.30 萬 | 0.01% | −71−0.4% | 減碼 |
| Kestra Advisory Services, LLC | 17,594 | $9.30 萬 | 0.00% | +466+2.7% | 加碼 |
| Personal Cfo Solutions, LLC | 17,602 | $9.30 萬 | 0.02% | +2,104+13.6% | 加碼 |
| Sequoia Financial Advisors, LLC | 18,661 | $9.80 萬 | 0.01% | −2,716−12.7% | 減碼 |
| Stifel Financial Corp | 18,722 | $9.90 萬 | 0.00% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 19,852 | $10.6 萬 | 0.06% | +5,254+36.0% | 加碼 |
| Virtu Financial LLC | 20,173 | $10.6 萬 | 0.01% | +20,173 | 新進 |
| Meristem Family Wealth, LLC | 20,236 | $10.7 萬 | 0.01% | 00.0% | 不變 |
| First Hawaiian Bank | 20,218 | $10.7 萬 | 0.00% | +6,628+48.8% | 加碼 |
| Aviva PLC | 20,670 | $10.9 萬 | 0.00% | 00.0% | 不變 |
| ING Groep NV | 21,620 | $11.4 萬 | 0.00% | 00.0% | 不變 |
| Deltec Asset Management LLC | 22,292 | $11.7 萬 | 0.02% | 00.0% | 不變 |
| Toroso Investments, LLC | 22,134 | $11.7 萬 | 0.00% | +22,134 | 新進 |
| Quadrant Capital Group LLC | 22,505 | $11.9 萬 | 0.02% | +57+0.3% | 加碼 |
| Ethic Inc. | 22,954 | $12.1 萬 | 0.01% | +579+2.6% | 加碼 |
| Atlas Capital Advisors LLC | 23,362 | $12.3 萬 | 0.02% | +10,309+79.0% | 加碼 |
| Gould Asset Management LLC | 23,610 | $12.4 萬 | 0.04% | 00.0% | 不變 |
| Centiva Capital, LP | 23,499 | $12.4 萬 | 0.01% | +23,499 | 新進 |
| First Horizon Advisors, Inc. | 24,587 | $12.9 萬 | 0.00% | +24,132+5,303.7% | 加碼 |
| Vontobel Holding Ltd. | 24,743 | $13.0 萬 | 0.00% | −1,613−6.1% | 減碼 |
| Blair William & Co | 28,029 | $14.8 萬 | 0.00% | +28,029 | 新進 |
| Corient Capital Partners, LLC | 28,500 | $15.0 萬 | 0.01% | −3,878−12.0% | 減碼 |
| Advisors Asset Management, Inc. | 28,587 | $15.1 萬 | 0.00% | +1,131+4.1% | 加碼 |
| Lake Street Advisors Group, LLC | 30,560 | $16.1 萬 | 0.02% | +30,560 | 新進 |
| JustInvest LLC | 30,608 | $16.1 萬 | 0.01% | +30,608 | 新進 |
| CAPROCK Group, Inc. | 31,001 | $16.4 萬 | 0.01% | +792+2.6% | 加碼 |