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。
2023 年第 1 季 13F 持有人
Itau Unibanco Holding S.A. 在 2023/3/31 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
- 273
- 較 2022 年第 4 季 −12 家
- 持有股數
- 8.27 億
- 較 2022 年第 4 季 +3,868 萬 (+4.9%)
- 總市值
- $40.3 億
- 較 2022 年第 4 季 +$3.19 億 (+8.6%)
- 新進機構
- 29
- 另有 100 家加碼
- 清倉機構
- 41
- 另有 93 家減碼
另有 5 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 3 | $15 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 37 | $180 | 0.00% | −48,445,099−100.0% | 減碼 |
| Rosenberg Matthew Hamilton | 81 | $394 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 112 | $545 | 0.00% | +1+0.9% | 加碼 |
| Bell Investment Advisors, Inc | 119 | $580 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 148 | $721 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 164 | $799 | 0.00% | 00.0% | 不變 |
| ClariVest Asset Management LLC | 198 | $1,000 | 0.00% | −8,502−97.7% | 減碼 |
| Umb Bank N A | 217 | $1,057 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 299 | $1,457 | 0.00% | +299 | 新進 |
| Federation des caisses Desjardins du Quebec | 300 | $1,461 | 0.00% | 00.0% | 不變 |
| Thomas J. Herzfeld Advisors, Inc. | 301 | $1,466 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 401 | $1,953 | 0.00% | −20−4.8% | 減碼 |
| TD Ameritrade Investment Management, LLC | 460 | $2,000 | 0.00% | 00.0% | 不變 |
| Financial Connections Group, Inc. | 412 | $2,000 | 0.00% | 00.0% | 不變 |
| Van Eck Associates Corp | 610 | $3,000 | 0.00% | −496−44.8% | 減碼 |
| Syverson Strege & Co | 696 | $3,390 | 0.00% | +696 | 新進 |
| Cary Street Partner Investment Advisory LLC | 698 | $3,399 | 0.00% | −12−1.7% | 減碼 |
| Advisory Services Network, LLC | 804 | $3,915 | 0.00% | +407+102.5% | 加碼 |
| IFP Advisors, Inc | 298 | $4,363 | 0.00% | −776−72.3% | 減碼 |
| JFS Wealth Advisors, LLC | 951 | $4,632 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 978 | $4,763 | 0.00% | −718−42.3% | 減碼 |
| First Horizon Advisors, Inc. | 984 | $4,791 | 0.00% | +317+47.5% | 加碼 |
| FinTrust Capital Advisors, LLC | 1,093 | $5,149 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 1,060 | $5,162 | 0.00% | +1,060 | 新進 |
| Toronto Dominion Bank | 1,312 | $6,000 | 0.00% | +70+5.6% | 加碼 |
| EverSource Wealth Advisors, LLC | 1,448 | $7,052 | 0.00% | +1,242+602.9% | 加碼 |
| Tortoise Investment Management, LLC | 2,196 | $1.07 萬 | 0.00% | 00.0% | 不變 |
| Park Place Capital Corp | 2,408 | $1.17 萬 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 2,632 | $1.28 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 2,950 | $1.45 萬 | 0.00% | −61−2.0% | 減碼 |
| GWM Advisors LLC | 3,132 | $1.53 萬 | 0.00% | −18,058−85.2% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 3,600 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 3,654 | $1.78 萬 | 0.00% | +694+23.4% | 加碼 |
| CWM, LLC | 4,024 | $2.00 萬 | 0.00% | −534−11.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 4,555 | $2.22 萬 | 0.00% | +4,432+3,603.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 5,611 | $2.73 萬 | 0.00% | −532−8.7% | 減碼 |
| Boston Partners | 57,015 | $2.92 萬 | 0.00% | −1,194,795−95.4% | 減碼 |
| Provida Pension Fund Administrator | 7,688 | $3.69 萬 | 0.00% | −1,970,000−99.6% | 減碼 |
| Harbor Investment Advisory, LLC | 8,472 | $4.13 萬 | 0.01% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 8,769 | $4.27 萬 | 0.00% | +2,137+32.2% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 8,949 | $4.30 萬 | 0.02% | +8,949 | 新進 |
| Investors Research Corp | 8,911 | $4.34 萬 | 0.01% | 00.0% | 不變 |
| Credit Agricole S A | 9,600 | $4.68 萬 | 0.00% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 10,028 | $4.88 萬 | 0.00% | −43−0.4% | 減碼 |
| Marshall Wace, LLP | 10,100 | $4.92 萬 | 0.00% | +10,100 | 新進 |
| Mark Stevens | 10,222 | $4.98 萬 | 0.01% | +10,222 | 新進 |
| Vestmark Advisory Solutions, Inc. | 10,247 | $4.99 萬 | 0.00% | −29,775−74.4% | 減碼 |
| PDS Planning, Inc | 10,836 | $5.28 萬 | 0.01% | +10,836 | 新進 |
| Gateway Investment Advisers LLC | 10,856 | $5.29 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 10,847 | $5.30 萬 | 0.00% | −28,708−72.6% | 減碼 |
| Huntington National Bank | 11,011 | $5.36 萬 | 0.00% | +1,242+12.7% | 加碼 |
| Creative Planning | 11,095 | $5.40 萬 | 0.00% | −163−1.4% | 減碼 |
| Cetera Advisor Networks LLC | 11,568 | $5.63 萬 | 0.00% | −50,685−81.4% | 減碼 |
| Mackenzie Financial Corp | 11,661 | $5.68 萬 | 0.00% | +11,661 | 新進 |
| DGS Capital Management, LLC | 12,119 | $5.90 萬 | 0.03% | −7,997−39.8% | 減碼 |
| Compagnie Lombard Odier SCmA | 12,168 | $5.93 萬 | 0.00% | 00.0% | 不變 |
| First Affirmative Financial Network | 12,483 | $6.08 萬 | 0.07% | +1,699+15.8% | 加碼 |
| Fulton Bank, N.A. | 12,869 | $6.27 萬 | 0.00% | 00.0% | 不變 |
| Tiaa, FSB | 12,998 | $6.33 萬 | 0.00% | −117−0.9% | 減碼 |
| Calamos Wealth Management LLC | 13,168 | $6.41 萬 | 0.01% | +226+1.7% | 加碼 |
| Wambolt & Associates, LLC | 13,720 | $6.46 萬 | 0.02% | 00.0% | 不變 |
| Boston Private Wealth LLC | 13,392 | $6.52 萬 | 0.00% | +787+6.2% | 加碼 |
| Schechter Investment Advisors, LLC | 13,552 | $6.60 萬 | 0.01% | −1,232−8.3% | 減碼 |
| MML Investors Services, LLC | 13,927 | $6.80 萬 | 0.00% | +125+0.9% | 加碼 |
| Rathbone Brothers plc | 14,000 | $6.82 萬 | 0.00% | 00.0% | 不變 |
| HighTower Advisors, LLC | 13,906 | $6.90 萬 | 0.00% | +13,906 | 新進 |
| Credential Qtrade Securities Inc. | 14,235 | $6.93 萬 | 0.00% | +14,235 | 新進 |
| Grove Bank & Trust | 14,332 | $6.98 萬 | 0.01% | +591+4.3% | 加碼 |
| Stifel Financial Corp | 14,401 | $7.01 萬 | 0.00% | −153,755−91.4% | 減碼 |
| Rehmann Capital Advisory Group | 14,480 | $7.05 萬 | 0.01% | −1,886−11.5% | 減碼 |
| Peapack Gladstone Financial Corp | 14,935 | $7.30 萬 | 0.00% | −2,500−14.3% | 減碼 |
| FMR LLC | 15,002 | $7.31 萬 | 0.00% | −44,871−74.9% | 減碼 |
| QCM Cayman, Ltd. | 15,186 | $7.40 萬 | 0.46% | +15,186 | 新進 |
| Captrust Financial Advisors | 15,253 | $7.43 萬 | 0.00% | +15,253 | 新進 |
| Hilltop Holdings Inc. | 15,311 | $7.46 萬 | 0.01% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 15,413 | $7.51 萬 | 0.00% | +678+4.6% | 加碼 |
| Aviva PLC | 16,370 | $7.97 萬 | 0.00% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 17,139 | $8.44 萬 | 0.01% | +17,139 | 新進 |
| KCS Wealth Advisory | 17,401 | $8.47 萬 | 0.03% | −28,846−62.4% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 17,580 | $8.56 萬 | 0.01% | 00.0% | 不變 |
| Vident Investment Advisory, LLC | 18,715 | $9.11 萬 | 0.00% | +18,715 | 新進 |
| Hamilton Capital, LLC | 19,318 | $9.41 萬 | 0.01% | +4,027+26.3% | 加碼 |
| Legacy Financial Advisors, Inc. | 19,515 | $9.50 萬 | 0.02% | −2,009−9.3% | 減碼 |
| Truist Financial Corp | 21,685 | $10.6 萬 | 0.00% | −30,788−58.7% | 減碼 |
| First Trust Advisors LP | 23,148 | $11.3 萬 | 0.00% | −5,362−18.8% | 減碼 |
| Bank of Montreal | 24,052 | $11.7 萬 | 0.00% | +9,303+63.1% | 加碼 |
| Johnson Investment Counsel Inc | 24,800 | $12.1 萬 | 0.00% | 00.0% | 不變 |
| Ameraudi Asset Management, Inc. | 25,150 | $12.2 萬 | 0.05% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 25,583 | $12.5 萬 | 0.00% | +3,596+16.4% | 加碼 |
| Commerzbank Aktiengesellschaft | 25,749 | $12.6 萬 | 0.01% | 00.0% | 不變 |
| Metis Global Partners, LLC | 25,911 | $12.6 萬 | 0.01% | −526−2.0% | 減碼 |
| Baldwin Brothers Inc | 25,979 | $12.7 萬 | 0.01% | −2,373−8.4% | 減碼 |
| CI Private Wealth, LLC | 26,852 | $13.1 萬 | 0.00% | +11,400+73.8% | 加碼 |
| Edgestream Partners, L.P. | 27,271 | $13.3 萬 | 0.01% | +27,271 | 新進 |
| JustInvest LLC | 27,834 | $13.6 萬 | 0.00% | +2,491+9.8% | 加碼 |
| Checchi Capital Advisers, LLC | 35,178 | $17.1 萬 | 0.02% | +125+0.4% | 加碼 |
| Gould Asset Management LLC | 36,165 | $17.6 萬 | 0.05% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 37,854 | $18.4 萬 | 0.00% | +18,926+100.0% | 加碼 |
| Sompo Asset Management Co., Ltd. | 38,890 | $18.9 萬 | 0.04% | −12,530−24.4% | 減碼 |