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 |
|---|---|---|---|---|---|
| Glovista Investments LLC | 297,031 | $144.7 萬 | 0.88% | +297,031 | 新進 |
| Pzena Investment Management LLC | 290,626 | $141.5 萬 | 0.01% | −53,118−15.5% | 減碼 |
| Eagle Global Advisors LLC | 284,000 | $138.3 萬 | 0.09% | +50,000+21.4% | 加碼 |
| Neuberger Berman Group LLC | 271,688 | $131.7 萬 | 0.00% | +12,515+4.8% | 加碼 |
| Baker Avenue Asset Management, LP | 266,164 | $129.6 萬 | 0.07% | −750.0% | 減碼 |
| Deuterium Capital Management, LLC | 258,797 | $126.0 萬 | 2.12% | +109,883+73.8% | 加碼 |
| Deltec Asset Management LLC | 228,292 | $111.2 萬 | 0.27% | 00.0% | 不變 |
| Nordea Investment Management AB | 227,576 | $111.2 萬 | 0.00% | −9,760−4.1% | 減碼 |
| LPL Financial LLC | 220,344 | $107.3 萬 | 0.00% | +11,419+5.5% | 加碼 |
| Leonteq Securities AG | 215,071 | $104.7 萬 | 0.10% | −76,863−26.3% | 減碼 |
| Profund Advisors LLC | 209,569 | $102.1 萬 | 0.06% | −7,657−3.5% | 減碼 |
| Cullen Capital Management LLC | 209,361 | $102.0 萬 | 0.01% | +209,361 | 新進 |
| Bank of New York Mellon Corp | 209,115 | $101.8 萬 | 0.00% | +163,636+359.8% | 加碼 |
| UBS Asset Management Americas Inc | 203,040 | $98.9 萬 | 0.00% | −3,200−1.6% | 減碼 |
| Quattro Financial Advisors LLC | 200,000 | $97.4 萬 | 0.40% | 00.0% | 不變 |
| Fiera Capital Corp | 195,686 | $95.3 萬 | 0.00% | +195,686 | 新進 |
| XTX Topco Ltd | 186,759 | $91.0 萬 | 0.19% | −9,726−4.9% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 179,380 | $87.4 萬 | 0.00% | −68,465−27.6% | 減碼 |
| Invesco Ltd. | 177,711 | $86.5 萬 | 0.00% | −24,339−12.0% | 減碼 |
| Euro Pacific Asset Management, LLC | 171,464 | $83.7 萬 | 0.18% | +1,171+0.7% | 加碼 |
| Longfellow Investment Management Co LLC | 171,583 | $83.6 萬 | 0.19% | 00.0% | 不變 |
| Brandywine Global Investment Management, LLC | 165,379 | $80.5 萬 | 0.01% | +110,620+202.0% | 加碼 |
| Brinker Capital Investments, LLC | 158,163 | $77.0 萬 | 0.01% | +5,770+3.8% | 加碼 |
| Orion Portfolio Solutions, LLC | 158,163 | $77.0 萬 | 0.01% | +158,163 | 新進 |
| Qtron Investments LLC | 156,431 | $76.2 萬 | 0.16% | −4,712−2.9% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 155,771 | $75.9 萬 | 0.02% | +155,771 | 新進 |
| Channing Global Advisors, LLC | 146,379 | $71.3 萬 | 0.78% | +146,379 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 143,042 | $69.7 萬 | 0.00% | −5,907−4.0% | 減碼 |
| Cloverfields Capital Group, LP | 135,946 | $66.2 萬 | 0.20% | +72,277+113.5% | 加碼 |
| Dimensional Fund Advisors LP | 130,415 | $63.5 萬 | 0.00% | +13,928+12.0% | 加碼 |
| Fifth Third Bancorp | 128,093 | $62.4 萬 | 0.00% | +11,580+9.9% | 加碼 |
| US Bancorp | 125,678 | $61.2 萬 | 0.00% | −13,028−9.4% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 120,348 | $58.6 萬 | 0.01% | +120,348 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 111,148 | $54.3 萬 | 0.01% | −244,874−68.8% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 110,261 | $53.7 萬 | 0.01% | −15,345−12.2% | 減碼 |
| Pekin Hardy Strauss, Inc. | 110,000 | $53.6 萬 | 0.08% | +110,000 | 新進 |
| Legacy Wealth Asset Management, LLC | 107,638 | $52.4 萬 | 0.19% | +8,888+9.0% | 加碼 |
| HRT Financial LP | 104,289 | $50.7 萬 | 0.01% | −182,269−63.6% | 減碼 |
| Diversified Trust Co | 100,873 | $49.1 萬 | 0.02% | 00.0% | 不變 |
| Sabadell Asset Management, S.A S.G.I.I.C | 98,654 | $47.6 萬 | 0.10% | 00.0% | 不變 |
| Ethic Inc. | 86,788 | $42.3 萬 | 0.02% | +45,687+111.2% | 加碼 |
| Two Sigma Investments, LP | 86,600 | $42.2 萬 | 0.00% | +86,600 | 新進 |
| Veriti Management LLC | 85,341 | $41.6 萬 | 0.05% | −68,797−44.6% | 減碼 |
| Yousif Capital Management, LLC | 80,991 | $39.4 萬 | 0.01% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 79,966 | $39.4 萬 | 0.01% | +8,639+12.1% | 加碼 |
| Symmetry Partners, LLC | 78,077 | $38.0 萬 | 0.02% | +78,077 | 新進 |
| London & Capital Asset Management Ltd | 75,000 | $36.5 萬 | 0.03% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 74,115 | $36.1 萬 | 0.00% | −13,724−15.6% | 減碼 |
| Susquehanna International Group, LLP | 73,051 | $35.6 萬 | 0.00% | +34,690+90.4% | 加碼 |
| Guggenheim Capital LLC | 69,845 | $34.0 萬 | 0.00% | +49,307+240.1% | 加碼 |
| Baldwin Investment Management, LLC | 69,712 | $33.9 萬 | 0.06% | 00.0% | 不變 |
| Advisor Partners II, LLC | 67,468 | $32.9 萬 | 0.02% | −2,223−3.2% | 減碼 |
| Solstein Capital, LLC | 67,400 | $32.8 萬 | 0.29% | +34,100+102.4% | 加碼 |
| Ronald Blue Trust, Inc. | 67,050 | $31.6 萬 | 0.01% | +49,603+284.3% | 加碼 |
| River Road Asset Management, LLC | 63,748 | $31.0 萬 | 0.00% | +29,719+87.3% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 62,000 | $30.2 萬 | 0.01% | 00.0% | 不變 |
| Mariner, LLC | 59,392 | $29.0 萬 | 0.00% | +1,807+3.1% | 加碼 |
| Eqis Capital Management, Inc. | 58,515 | $28.5 萬 | 0.03% | −7,595−11.5% | 減碼 |
| Whittier Trust Co | 56,644 | $27.6 萬 | 0.01% | +56,120+10,709.9% | 加碼 |
| Callan Family Office, LLC | 55,800 | $27.2 萬 | 0.07% | 00.0% | 不變 |
| Old National Bancorp | 55,685 | $27.1 萬 | 0.01% | +1,399+2.6% | 加碼 |
| Cerity Partners LLC | 55,239 | $26.9 萬 | 0.00% | +4,841+9.6% | 加碼 |
| Altfest L J & Co Inc | 54,625 | $26.6 萬 | 0.04% | +41,186+306.5% | 加碼 |
| Wealth Alliance | 54,181 | $26.4 萬 | 0.04% | +2,002+3.8% | 加碼 |
| Banco Santander, S.A. | 52,884 | $25.8 萬 | 0.00% | +15,494+41.4% | 加碼 |
| Atlas Capital Advisors LLC | 48,694 | $23.7 萬 | 0.04% | −45,878−48.5% | 減碼 |
| Financial Counselors Inc | 46,743 | $22.8 萬 | 0.00% | −1,000−2.1% | 減碼 |
| Marex Group plc | 44,778 | $21.8 萬 | 0.03% | +44,778 | 新進 |
| Alterna Wealth Management, Inc | 44,338 | $21.6 萬 | 0.27% | +2,094+5.0% | 加碼 |
| Advisors Asset Management, Inc. | 40,653 | $19.8 萬 | 0.00% | +1,418+3.6% | 加碼 |
| HBK Sorce Advisory LLC | 39,867 | $19.4 萬 | 0.01% | −40,435−50.4% | 減碼 |
| Sompo Asset Management Co., Ltd. | 38,890 | $18.9 萬 | 0.04% | −12,530−24.4% | 減碼 |
| Sequoia Financial Advisors, LLC | 37,854 | $18.4 萬 | 0.00% | +18,926+100.0% | 加碼 |
| Gould Asset Management LLC | 36,165 | $17.6 萬 | 0.05% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 35,178 | $17.1 萬 | 0.02% | +125+0.4% | 加碼 |
| JustInvest LLC | 27,834 | $13.6 萬 | 0.00% | +2,491+9.8% | 加碼 |
| Edgestream Partners, L.P. | 27,271 | $13.3 萬 | 0.01% | +27,271 | 新進 |
| CI Private Wealth, LLC | 26,852 | $13.1 萬 | 0.00% | +11,400+73.8% | 加碼 |
| Baldwin Brothers Inc | 25,979 | $12.7 萬 | 0.01% | −2,373−8.4% | 減碼 |
| Metis Global Partners, LLC | 25,911 | $12.6 萬 | 0.01% | −526−2.0% | 減碼 |
| Commerzbank Aktiengesellschaft | 25,749 | $12.6 萬 | 0.01% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 25,583 | $12.5 萬 | 0.00% | +3,596+16.4% | 加碼 |
| Ameraudi Asset Management, Inc. | 25,150 | $12.2 萬 | 0.05% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 24,800 | $12.1 萬 | 0.00% | 00.0% | 不變 |
| Bank of Montreal | 24,052 | $11.7 萬 | 0.00% | +9,303+63.1% | 加碼 |
| First Trust Advisors LP | 23,148 | $11.3 萬 | 0.00% | −5,362−18.8% | 減碼 |
| Truist Financial Corp | 21,685 | $10.6 萬 | 0.00% | −30,788−58.7% | 減碼 |
| Legacy Financial Advisors, Inc. | 19,515 | $9.50 萬 | 0.02% | −2,009−9.3% | 減碼 |
| Hamilton Capital, LLC | 19,318 | $9.41 萬 | 0.01% | +4,027+26.3% | 加碼 |
| Vident Investment Advisory, LLC | 18,715 | $9.11 萬 | 0.00% | +18,715 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 17,580 | $8.56 萬 | 0.01% | 00.0% | 不變 |
| KCS Wealth Advisory | 17,401 | $8.47 萬 | 0.03% | −28,846−62.4% | 減碼 |
| CAPROCK Group, Inc. | 17,139 | $8.44 萬 | 0.01% | +17,139 | 新進 |
| Aviva PLC | 16,370 | $7.97 萬 | 0.00% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 15,413 | $7.51 萬 | 0.00% | +678+4.6% | 加碼 |
| Hilltop Holdings Inc. | 15,311 | $7.46 萬 | 0.01% | 00.0% | 不變 |
| Captrust Financial Advisors | 15,253 | $7.43 萬 | 0.00% | +15,253 | 新進 |
| QCM Cayman, Ltd. | 15,186 | $7.40 萬 | 0.46% | +15,186 | 新進 |
| FMR LLC | 15,002 | $7.31 萬 | 0.00% | −44,871−74.9% | 減碼 |
| Peapack Gladstone Financial Corp | 14,935 | $7.30 萬 | 0.00% | −2,500−14.3% | 減碼 |