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 4 季 13F 持有人
Itau Unibanco Holding S.A. 在 2022/12/31 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
- 290
- 較 2022 年第 3 季 +25 家
- 持有股數
- 8.41 億
- 較 2022 年第 3 季 +3,192 萬 (+3.9%)
- 總市值
- $39.6 億
- 較 2022 年第 3 季 −$2.10 億 (−5.0%)
- 新進機構
- 52
- 另有 94 家加碼
- 清倉機構
- 27
- 另有 106 家減碼
另有 4 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 3 | $14 | 0.00% | 00.0% | 不變 |
| Money Concepts Capital Corp | 38 | $179 | 0.00% | +38 | 新進 |
| Rosenberg Matthew Hamilton | 81 | $382 | 0.00% | +81 | 新進 |
| Harbour Investments, Inc. | 111 | $523 | 0.00% | +111 | 新進 |
| Bell Investment Advisors, Inc | 119 | $560 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 123 | $579 | 0.00% | +123 | 新進 |
| Hollencrest Capital Management | 148 | $697 | 0.00% | +148 | 新進 |
| Raffa Wealth Management, LLC | 164 | $772 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 206 | $970 | 0.00% | +206 | 新進 |
| Umb Bank N A | 217 | $1,000 | 0.00% | −3,027−93.3% | 減碼 |
| Financial Connections Group, Inc. | 412 | $1,000 | 0.00% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 192 | $1,000 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 300 | $1,413 | 0.00% | 00.0% | 不變 |
| Thomas J. Herzfeld Advisors, Inc. | 301 | $1,418 | 0.00% | +301 | 新進 |
| Advisory Services Network, LLC | 397 | $1,870 | 0.00% | +397 | 新進 |
| Schubert & Co | 421 | $1,983 | 0.00% | −40−8.7% | 減碼 |
| TD Ameritrade Investment Management, LLC | 460 | $2,000 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 524 | $2,468 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 667 | $3,141 | 0.00% | −652−49.4% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 710 | $3,344 | 0.00% | +710 | 新進 |
| JFS Wealth Advisors, LLC | 951 | $4,479 | 0.00% | −412−30.2% | 減碼 |
| Van Eck Associates Corp | 1,106 | $5,000 | 0.00% | +298+36.9% | 加碼 |
| FinTrust Capital Advisors, LLC | 1,093 | $5,148 | 0.00% | 00.0% | 不變 |
| Toronto Dominion Bank | 1,242 | $6,000 | 0.00% | −7,267−85.4% | 減碼 |
| GWM Advisors LLC | 21,190 | $6,019 | 0.00% | +6,140+40.8% | 加碼 |
| Lindbrook Capital, LLC | 1,696 | $7,988 | 0.00% | +1,696 | 新進 |
| Tortoise Investment Management, LLC | 2,196 | $1.03 萬 | 0.00% | 00.0% | 不變 |
| Park Place Capital Corp | 2,408 | $1.10 萬 | 0.00% | +2,408 | 新進 |
| Brown Brothers Harriman & Co | 2,632 | $1.24 萬 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 2,960 | $1.39 萬 | 0.00% | +1,551+110.1% | 加碼 |
| Global Retirement Partners, LLC | 3,011 | $1.42 萬 | 0.00% | −66−2.1% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 3,600 | $1.70 萬 | 0.00% | −4,000−52.6% | 減碼 |
| CWM, LLC | 4,558 | $2.10 萬 | 0.00% | +305+7.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 6,143 | $2.89 萬 | 0.00% | +143+2.4% | 加碼 |
| Quadrant Capital Group LLC | 6,632 | $3.12 萬 | 0.00% | +1,895+40.0% | 加碼 |
| Natixis | 8,000 | $3.77 萬 | 0.00% | +8,000 | 新進 |
| Harbor Investment Advisory, LLC | 8,472 | $3.99 萬 | 0.01% | +8,472 | 新進 |
| ClariVest Asset Management LLC | 8,700 | $4.10 萬 | 0.00% | −35,600−80.4% | 減碼 |
| Penserra Capital Management LLC | 8,820 | $4.10 萬 | 0.00% | +8,820 | 新進 |
| Investors Research Corp | 8,911 | $4.20 萬 | 0.01% | 00.0% | 不變 |
| Credit Agricole S A | 9,600 | $4.52 萬 | 0.00% | −2,327−19.5% | 減碼 |
| Huntington National Bank | 9,769 | $4.60 萬 | 0.00% | +1,416+17.0% | 加碼 |
| Fox Run Management, L.L.C. | 10,297 | $4.85 萬 | 0.02% | +10,297 | 新進 |
| Alliance Wealth Advisors, LLC | 10,385 | $4.89 萬 | 0.02% | +10,385 | 新進 |
| Dorsey & Whitney Trust CO LLC | 10,071 | $4.92 萬 | 0.00% | +10,071 | 新進 |
| First Affirmative Financial Network | 10,784 | $5.08 萬 | 0.06% | −658−5.8% | 減碼 |
| Baker Tilly Wealth Management, LLC | 10,846 | $5.11 萬 | 0.01% | +10,846 | 新進 |
| Gateway Investment Advisers LLC | 10,856 | $5.11 萬 | 0.00% | +10,856 | 新進 |
| Summit Financial, LLC | 11,176 | $5.26 萬 | 0.00% | −3,129−21.9% | 減碼 |
| Creative Planning | 11,258 | $5.30 萬 | 0.00% | −1,060−8.6% | 減碼 |
| We Are One Seven, LLC | 11,417 | $5.38 萬 | 0.01% | −175−1.5% | 減碼 |
| Mercer Global Advisors Inc | 11,864 | $5.60 萬 | 0.00% | −1,310−9.9% | 減碼 |
| Compagnie Lombard Odier SCmA | 12,168 | $5.70 萬 | 0.00% | 00.0% | 不變 |
| Wallace Advisory Group, LLC | 12,199 | $5.75 萬 | 0.05% | +12,199 | 新進 |
| Boston Private Wealth LLC | 12,605 | $5.94 萬 | 0.00% | +12,605 | 新進 |
| Calamos Wealth Management LLC | 12,942 | $6.10 萬 | 0.00% | +549+4.4% | 加碼 |
| Fulton Bank, N.A. | 12,869 | $6.10 萬 | 0.00% | −3,335−20.6% | 減碼 |
| Massachusetts Financial Services Co | 13,028 | $6.14 萬 | 0.00% | −516−3.8% | 減碼 |
| Tiaa, FSB | 13,115 | $6.18 萬 | 0.00% | +211+1.6% | 加碼 |
| Altfest L J & Co Inc | 13,439 | $6.30 萬 | 0.01% | −450−3.2% | 減碼 |
| Wambolt & Associates, LLC | 13,720 | $6.46 萬 | 0.02% | 00.0% | 不變 |
| MML Investors Services, LLC | 13,802 | $6.50 萬 | 0.00% | +13,802 | 新進 |
| Grove Bank & Trust | 13,741 | $6.50 萬 | 0.01% | +13,741 | 新進 |
| Burns Matteson Capital Management, LLC | 13,995 | $6.59 萬 | 0.04% | −1,636−10.5% | 減碼 |
| Rathbone Brothers plc | 14,000 | $6.59 萬 | 0.00% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 14,735 | $6.94 萬 | 0.00% | −108−0.7% | 減碼 |
| Bank of Montreal | 14,749 | $6.95 萬 | 0.00% | +1,370+10.2% | 加碼 |
| Schechter Investment Advisors, LLC | 14,784 | $6.95 萬 | 0.01% | −373−2.5% | 減碼 |
| Veracity Capital LLC | 14,857 | $7.00 萬 | 0.03% | −1,812−10.9% | 減碼 |
| Hamilton Capital, LLC | 15,291 | $7.20 萬 | 0.00% | +3,109+25.5% | 加碼 |
| Hilltop Holdings Inc. | 15,311 | $7.21 萬 | 0.01% | 00.0% | 不變 |
| CI Private Wealth, LLC | 15,452 | $7.29 萬 | 0.00% | +15,452 | 新進 |
| Vontobel Holding Ltd. | 16,315 | $7.68 萬 | 0.00% | +16,315 | 新進 |
| Rehmann Capital Advisory Group | 16,366 | $7.71 萬 | 0.01% | +2,864+21.2% | 加碼 |
| Aviva PLC | 16,370 | $7.71 萬 | 0.00% | −4,300−20.8% | 減碼 |
| Perpetual Investment Management Ltd | 17,322 | $8.16 萬 | 0.01% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 17,435 | $8.20 萬 | 0.00% | +2,500+16.7% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 17,580 | $8.28 萬 | 0.01% | −3,064−14.8% | 減碼 |
| Bank of Nova Scotia | 18,035 | $8.50 萬 | 0.00% | −14,230−44.1% | 減碼 |
| Sequoia Financial Advisors, LLC | 18,928 | $8.92 萬 | 0.00% | +5,294+38.8% | 加碼 |
| Ronald Blue Trust, Inc. | 17,447 | $9.00 萬 | 0.00% | +6,107+53.9% | 加碼 |
| Cetera Investment Advisers | 19,210 | $9.03 萬 | 0.00% | +3,111+19.3% | 加碼 |
| DGS Capital Management, LLC | 20,116 | $9.47 萬 | 0.06% | +5,928+41.8% | 加碼 |
| Guggenheim Capital LLC | 20,538 | $9.67 萬 | 0.00% | −15,846−43.6% | 減碼 |
| JGP Global Gestao de Recursos Ltda. | 21,385 | $10.1 萬 | 0.07% | +8,885+71.1% | 加碼 |
| Legacy Financial Advisors, Inc. | 21,524 | $10.1 萬 | 0.02% | +21,524 | 新進 |
| The PNC Financial Services Group, Inc. | 21,987 | $10.4 萬 | 0.00% | −2,621−10.7% | 減碼 |
| Beverly Hills Private Wealth, LLC | 24,741 | $11.7 萬 | 0.05% | +24,741 | 新進 |
| Johnson Investment Counsel Inc | 24,800 | $11.7 萬 | 0.00% | 00.0% | 不變 |
| Ameraudi Asset Management, Inc. | 25,150 | $11.8 萬 | 0.05% | 00.0% | 不變 |
| JustInvest LLC | 25,343 | $11.9 萬 | 0.00% | −877−3.3% | 減碼 |
| Commerzbank Aktiengesellschaft | 25,749 | $12.2 萬 | 0.01% | 00.0% | 不變 |
| Metis Global Partners, LLC | 26,437 | $12.5 萬 | 0.01% | +26,437 | 新進 |
| Qube Research & Technologies Ltd | 27,737 | $13.1 萬 | 0.00% | +27,737 | 新進 |
| Baldwin Brothers Inc | 28,352 | $13.3 萬 | 0.01% | −2,108−6.9% | 減碼 |
| First Trust Advisors LP | 28,510 | $13.4 萬 | 0.00% | −78,492−73.4% | 減碼 |
| Claro Advisors LLC | 30,929 | $14.6 萬 | 0.05% | +3,211+11.6% | 加碼 |
| Wrapmanager Inc | 32,447 | $15.3 萬 | 0.05% | −1,668−4.9% | 減碼 |
| Solstein Capital, LLC | 33,300 | $15.7 萬 | 0.13% | +33,300 | 新進 |
| River Road Asset Management, LLC | 34,029 | $16.0 萬 | 0.00% | −12,323−26.6% | 減碼 |