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。
2022 年第 1 季 13F 持有人
Itau Unibanco Holding S.A. 在 2022/3/31 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
- 277
- 較 2021 年第 4 季 +12 家
- 持有股數
- 9.82 億
- 較 2021 年第 4 季 −6,074 萬 (−5.8%)
- 總市值
- $55.7 億
- 較 2021 年第 4 季 +$16.6 億 (+42.3%)
- 新進機構
- 69
- 另有 85 家加碼
- 清倉機構
- 57
- 另有 83 家減碼
另有 4 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| National Bank of Canada | 36 | $0 | 0.00% | 00.0% | 不變 |
| Money Concepts Capital Corp | 38 | $0 | 0.00% | +38 | 新進 |
| Private Ocean, LLC | 42 | $0 | 0.00% | +42 | 新進 |
| Raffa Wealth Management, LLC | 164 | $936 | 0.00% | 00.0% | 不變 |
| Van Eck Associates Corp | 212 | $1,000 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 245 | $1,000 | 0.00% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 192 | $1,000 | 0.00% | 00.0% | 不變 |
| Prospera Financial Services Inc | 168 | $1,000 | 0.00% | +168 | 新進 |
| Federation des caisses Desjardins du Quebec | 300 | $1,713 | 0.00% | 00.0% | 不變 |
| Dixon Hughes Goodman Wealth Advisors LLC | 306 | $2,000 | 0.00% | −304−49.8% | 減碼 |
| Financial Connections Group, Inc. | 412 | $2,000 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 381 | $2,000 | 0.00% | +381 | 新進 |
| Financial Management Professionals, Inc. | 278 | $2,000 | 0.00% | +278 | 新進 |
| American Portfolios Advisors | 478 | $2,729 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 524 | $3,000 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 502 | $3,000 | 0.00% | 00.0% | 不變 |
| TD Ameritrade Investment Management, LLC | 460 | $3,000 | 0.00% | 00.0% | 不變 |
| Private Capital Group, LLC | 564 | $3,000 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 455 | $3,000 | 0.00% | +455 | 新進 |
| Oliver Lagore Vanvalin Investment Group | 495 | $3,000 | 0.00% | +495 | 新進 |
| CWM, LLC | 934 | $5,000 | 0.00% | +934 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 915 | $5,000 | 0.00% | +915 | 新進 |
| Sageworth Trust Co of South Dakota | 1,022 | $6,000 | 0.01% | −4,513−81.5% | 減碼 |
| Northwestern Mutual Wealth Management Co | 1,135 | $6,000 | 0.00% | +1,135 | 新進 |
| Ancora Advisors, LLC | 1,245 | $7,000 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 1,450 | $8,000 | 0.00% | +1,450 | 新進 |
| Fortis Advisors, LLC | 1,500 | $9,000 | 0.00% | +1,500 | 新進 |
| TCWP LLC | 1,712 | $9,000 | 0.00% | +1,712 | 新進 |
| Washington Trust Advisors, Inc. | 1,762 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Okabena Investment Services Inc | 1,692 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 1,815 | $1.00 萬 | 0.00% | +323+21.6% | 加碼 |
| Captrust Financial Advisors | 2,708 | $1.50 萬 | 0.00% | −34,331−92.7% | 減碼 |
| Brown Brothers Harriman & Co | 2,632 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 2,937 | $1.60 萬 | 0.00% | +257+9.6% | 加碼 |
| Quadrant Capital Group LLC | 3,146 | $1.80 萬 | 0.00% | −11,241−78.1% | 減碼 |
| IFP Advisors, Inc | 1,124 | $1.80 萬 | 0.00% | +1,124 | 新進 |
| Fieldpoint Private Securities, LLC | 3,480 | $2.00 萬 | 0.00% | +920+35.9% | 加碼 |
| 1832 Asset Management L.P. | 7,003 | $3.90 萬 | 0.00% | −6,195−46.9% | 減碼 |
| Huntington National Bank | 7,066 | $4.00 萬 | 0.00% | −411−5.5% | 減碼 |
| Toronto Dominion Bank | 7,732 | $4.40 萬 | 0.00% | −11,529−59.9% | 減碼 |
| Investors Research Corp | 8,911 | $5.10 萬 | 0.01% | 00.0% | 不變 |
| Umb Bank N A | 8,960 | $5.20 萬 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 9,523 | $5.40 萬 | 0.00% | −14,609−60.5% | 減碼 |
| Platinum Investment Management Ltd | 9,491 | $5.40 萬 | 0.00% | +2,579+37.3% | 加碼 |
| FMR LLC | 9,991 | $5.70 萬 | 0.00% | +9,717+3,546.4% | 加碼 |
| Deltec Asset Management LLC | 10,292 | $5.90 萬 | 0.01% | 00.0% | 不變 |
| Migdal Insurance & Financial Holdings Ltd. | 10,600 | $6.10 萬 | 0.00% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 10,854 | $6.20 萬 | 0.00% | +10,854 | 新進 |
| First Affirmative Financial Network | 11,041 | $6.30 萬 | 0.06% | +11,041 | 新進 |
| Eaton Vance Management | 11,245 | $6.40 萬 | 0.00% | +2,971+35.9% | 加碼 |
| Johnson Investment Counsel Inc | 11,550 | $6.60 萬 | 0.00% | 00.0% | 不變 |
| Credit Agricole S A | 11,927 | $6.80 萬 | 0.00% | −20,000−62.6% | 減碼 |
| Compagnie Lombard Odier SCmA | 12,168 | $6.90 萬 | 0.00% | 00.0% | 不變 |
| Creative Planning | 12,189 | $6.90 萬 | 0.00% | +818+7.2% | 加碼 |
| Cutler Group LP | 12,500 | $7.10 萬 | 0.01% | −10,100−44.7% | 減碼 |
| BSW Wealth Partners | 12,462 | $7.10 萬 | 0.02% | +408+3.4% | 加碼 |
| Regions Financial Corp | 13,108 | $7.50 萬 | 0.00% | −86,332−86.8% | 減碼 |
| Schechter Investment Advisors, LLC | 13,312 | $7.60 萬 | 0.01% | +13,312 | 新進 |
| Aigen Investment Management, LP | 13,494 | $7.70 萬 | 0.01% | +13,494 | 新進 |
| Altfest L J & Co Inc | 13,983 | $8.00 萬 | 0.01% | −667−4.6% | 減碼 |
| Wambolt & Associates, LLC | 13,720 | $8.00 萬 | 0.03% | −991−6.7% | 減碼 |
| Rathbone Brothers plc | 14,000 | $8.00 萬 | 0.00% | +14,000 | 新進 |
| Mark Stevens | 14,517 | $8.30 萬 | 0.01% | +14,517 | 新進 |
| Bank of Montreal | 14,726 | $8.50 萬 | 0.00% | −302,272−95.4% | 減碼 |
| Peapack Gladstone Financial Corp | 15,142 | $8.60 萬 | 0.00% | −1,497−9.0% | 減碼 |
| FDx Advisors, Inc. | 15,437 | $8.80 萬 | 0.00% | −103,042−87.0% | 減碼 |
| Brinker Capital Investments, LLC | 16,077 | $9.20 萬 | 0.00% | −68,279−80.9% | 減碼 |
| Calamos Wealth Management LLC | 16,064 | $9.20 萬 | 0.01% | +16,064 | 新進 |
| Wells Fargo & Company | 16,956 | $9.60 萬 | 0.00% | +3,931+30.2% | 加碼 |
| Sequoia Financial Advisors, LLC | 17,049 | $9.70 萬 | 0.00% | +17,049 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 17,244 | $9.80 萬 | 0.02% | +17,244 | 新進 |
| Wetherby Asset Management Inc | 17,891 | $10.2 萬 | 0.01% | −13,549−43.1% | 減碼 |
| Fulton Bank, N.A. | 18,101 | $10.3 萬 | 0.00% | +18,101 | 新進 |
| CIBC World Markets Inc. | 18,009 | $10.3 萬 | 0.00% | +18,009 | 新進 |
| Corient Capital Partners, LLC | 18,421 | $10.5 萬 | 0.01% | +4,403+31.4% | 加碼 |
| Lake Street Advisors Group, LLC | 18,658 | $10.7 萬 | 0.01% | −3,779−16.8% | 減碼 |
| KCS Wealth Advisory | 20,351 | $11.6 萬 | 0.05% | +1,176+6.1% | 加碼 |
| JustInvest LLC | 20,265 | $11.6 萬 | 0.01% | +7,070+53.6% | 加碼 |
| Aviva PLC | 20,670 | $11.8 萬 | 0.00% | 00.0% | 不變 |
| Jump Financial, LLC | 21,164 | $12.1 萬 | 0.01% | +7,793+58.3% | 加碼 |
| Perpetual Investment Management Ltd | 21,962 | $12.5 萬 | 0.02% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 21,851 | $12.5 萬 | 0.01% | +21,851 | 新進 |
| HighTower Advisors, LLC | 22,297 | $12.8 萬 | 0.00% | −11,726−34.5% | 減碼 |
| Cerity Partners LLC | 24,706 | $14.1 萬 | 0.00% | +11,402+85.7% | 加碼 |
| Stifel Financial Corp | 25,036 | $14.3 萬 | 0.00% | +2,636+11.8% | 加碼 |
| Ameraudi Asset Management, Inc. | 25,150 | $14.4 萬 | 0.05% | +25,150 | 新進 |
| River Road Asset Management, LLC | 29,601 | $16.9 萬 | 0.00% | −2,408−7.5% | 減碼 |
| Ergoteles LLC | 30,857 | $17.6 萬 | 0.01% | +30,857 | 新進 |
| Baldwin Brothers Inc | 31,383 | $17.9 萬 | 0.02% | −3,165−9.2% | 減碼 |
| Gould Asset Management LLC | 31,500 | $18.0 萬 | 0.05% | +2,130+7.3% | 加碼 |
| Bayesian Capital Management, LP | 32,800 | $18.7 萬 | 0.03% | +32,800 | 新進 |
| Checchi Capital Advisers, LLC | 34,461 | $19.7 萬 | 0.02% | +555+1.6% | 加碼 |
| Bank of New York Mellon Corp | 34,975 | $19.9 萬 | 0.00% | +11,468+48.8% | 加碼 |
| Hilltop Holdings Inc. | 34,974 | $20.0 萬 | 0.02% | −625−1.8% | 減碼 |
| Blair William & Co | 35,013 | $20.0 萬 | 0.00% | +8,285+31.0% | 加碼 |
| Sompo Asset Management Co., Ltd. | 35,880 | $20.4 萬 | 0.04% | −5,160−12.6% | 減碼 |
| Quantamental Technologies LLC | 35,803 | $20.4 萬 | 0.12% | +35,803 | 新進 |
| Qtron Investments LLC | 37,257 | $21.3 萬 | 0.05% | 00.0% | 不變 |
| United Maritime Capital LLC | 37,676 | $21.5 萬 | 0.59% | −85,000−69.3% | 減碼 |
| Winton Group Ltd | 37,599 | $21.5 萬 | 0.01% | +37,599 | 新進 |