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 2 季 13F 持有人
Itau Unibanco Holding S.A. 在 2023/6/30 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
- 289
- 較 2023 年第 1 季 +16 家
- 持有股數
- 8.23 億
- 較 2023 年第 1 季 −411.2 萬 (−0.5%)
- 總市值
- $48.5 億
- 較 2023 年第 1 季 +$8.26 億 (+20.5%)
- 新進機構
- 32
- 另有 97 家加碼
- 清倉機構
- 16
- 另有 100 家減碼
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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| TD Ameritrade Investment Management, LLC | 84 | $0 | 0.00% | −376−81.7% | 減碼 |
| Signaturefd, LLC | 3 | $18 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 36 | $212 | 0.00% | −1−2.7% | 減碼 |
| CGC Financial Services, LLC | 83 | $490 | 0.00% | +83 | 新進 |
| Rosenberg Matthew Hamilton | 97 | $572 | 0.00% | +16+19.8% | 加碼 |
| Harbour Investments, Inc. | 112 | $661 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 119 | $703 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 148 | $873 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 164 | $968 | 0.00% | 00.0% | 不變 |
| ClariVest Asset Management LLC | 198 | $1,000 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 198 | $1,168 | 0.00% | +198 | 新進 |
| Umb Bank N A | 217 | $1,280 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 299 | $1,765 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 300 | $1,770 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 314 | $1,853 | 0.00% | +314 | 新進 |
| Thomas J. Herzfeld Advisors, Inc. | 407 | $2,401 | 0.00% | +106+35.2% | 加碼 |
| Van Eck Associates Corp | 709 | $4,000 | 0.00% | +99+16.2% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 698 | $4,118 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 298 | $4,363 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 1,093 | $5,149 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 951 | $5,611 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 984 | $5,805 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 1,060 | $6,265 | 0.00% | 00.0% | 不變 |
| Toronto Dominion Bank | 1,312 | $7,000 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 1,470 | $9,000 | 0.00% | +1,470 | 新進 |
| Lindbrook Capital, LLC | 1,566 | $9,239 | 0.00% | +588+60.1% | 加碼 |
| Key Financial Inc | 1,590 | $9,397 | 0.00% | +1,590 | 新進 |
| EverSource Wealth Advisors, LLC | 1,867 | $1.10 萬 | 0.00% | +419+28.9% | 加碼 |
| Tortoise Investment Management, LLC | 2,196 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Park Place Capital Corp | 2,731 | $1.61 萬 | 0.00% | +323+13.4% | 加碼 |
| Global Retirement Partners, LLC | 2,950 | $1.74 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 3,259 | $1.92 萬 | 0.00% | +127+4.1% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 3,600 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 3,584 | $2.11 萬 | 0.00% | −70−1.9% | 減碼 |
| CWM, LLC | 5,186 | $3.10 萬 | 0.00% | +1,162+28.9% | 加碼 |
| Allspring Global Investments Holdings, LLC | 5,611 | $3.31 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 8,025 | $3.90 萬 | 0.00% | −59,025−88.0% | 減碼 |
| Provida Pension Fund Administrator | 7,688 | $4.54 萬 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 8,132 | $4.80 萬 | 0.01% | −340−4.0% | 減碼 |
| Quadrant Capital Group LLC | 8,769 | $5.17 萬 | 0.01% | 00.0% | 不變 |
| Psagot Value Holdings Ltd. / (Israel) | 8,949 | $5.20 萬 | 0.03% | 00.0% | 不變 |
| Investors Research Corp | 8,911 | $5.26 萬 | 0.01% | 00.0% | 不變 |
| Huntington National Bank | 9,137 | $5.39 萬 | 0.00% | −1,874−17.0% | 減碼 |
| Credit Agricole S A | 9,600 | $5.66 萬 | 0.00% | 00.0% | 不變 |
| Prudential Financial Inc | 10,545 | $6.22 萬 | 0.00% | +10,545 | 新進 |
| Stifel Financial Corp | 10,635 | $6.27 萬 | 0.00% | −3,766−26.2% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 10,647 | $6.28 萬 | 0.01% | +619+6.2% | 加碼 |
| PDS Planning, Inc | 10,668 | $6.29 萬 | 0.01% | −168−1.6% | 減碼 |
| DGS Capital Management, LLC | 10,805 | $6.38 萬 | 0.03% | −1,314−10.8% | 減碼 |
| Creative Planning | 10,923 | $6.44 萬 | 0.00% | −172−1.6% | 減碼 |
| Mark Stevens | 11,651 | $6.87 萬 | 0.01% | +1,429+14.0% | 加碼 |
| First Affirmative Financial Network | 11,743 | $6.93 萬 | 0.07% | −740−5.9% | 減碼 |
| GTS Securities LLC | 11,782 | $6.95 萬 | 0.00% | +11,782 | 新進 |
| Boston Private Wealth LLC | 11,966 | $7.06 萬 | 0.00% | −1,426−10.6% | 減碼 |
| Compagnie Lombard Odier SCmA | 12,168 | $7.18 萬 | 0.00% | 00.0% | 不變 |
| Calamos Wealth Management LLC | 12,365 | $7.30 萬 | 0.01% | −803−6.1% | 減碼 |
| Cetera Advisor Networks LLC | 12,470 | $7.37 萬 | 0.00% | +902+7.8% | 加碼 |
| Wambolt & Associates, LLC | 12,538 | $7.40 萬 | 0.03% | −1,182−8.6% | 減碼 |
| Bank of Montreal | 12,384 | $7.49 萬 | 0.00% | −11,668−48.5% | 減碼 |
| Tiaa, FSB | 13,096 | $7.73 萬 | 0.00% | +98+0.8% | 加碼 |
| Fulton Bank, N.A. | 13,277 | $7.83 萬 | 0.00% | +408+3.2% | 加碼 |
| Boston Partners | 46,975 | $7.84 萬 | 0.00% | −10,040−17.6% | 減碼 |
| Altfest L J & Co Inc | 13,549 | $8.00 萬 | 0.01% | −41,076−75.2% | 減碼 |
| Clear Street Markets LLC | 13,524 | $8.00 萬 | 0.03% | +13,524 | 新進 |
| Credential Qtrade Securities Inc. | 13,790 | $8.14 萬 | 0.01% | −445−3.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 13,945 | $8.23 萬 | 0.00% | +3,098+28.6% | 加碼 |
| Rathbone Brothers plc | 14,000 | $8.26 萬 | 0.00% | 00.0% | 不變 |
| Grove Bank & Trust | 14,254 | $8.41 萬 | 0.02% | −78−0.5% | 減碼 |
| MML Investors Services, LLC | 14,330 | $8.50 萬 | 0.00% | +403+2.9% | 加碼 |
| Rehmann Capital Advisory Group | 14,508 | $8.56 萬 | 0.01% | +28+0.2% | 加碼 |
| Peapack Gladstone Financial Corp | 14,935 | $8.80 萬 | 0.00% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 15,311 | $9.03 萬 | 0.01% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 15,410 | $9.09 萬 | 0.00% | −30.0% | 減碼 |
| Marex Group plc | 15,758 | $9.30 萬 | 0.02% | −29,020−64.8% | 減碼 |
| Legacy Financial Advisors, Inc. | 16,043 | $9.47 萬 | 0.02% | −3,472−17.8% | 減碼 |
| Aviva PLC | 16,370 | $9.66 萬 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 16,526 | $9.75 萬 | 0.00% | +1,273+8.3% | 加碼 |
| HighTower Advisors, LLC | 17,349 | $10.2 萬 | 0.00% | +3,443+24.8% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 17,419 | $10.3 萬 | 0.02% | −161−0.9% | 減碼 |
| Winton Group Ltd | 18,682 | $11.0 萬 | 0.01% | +18,682 | 新進 |
| Mackenzie Financial Corp | 18,561 | $11.1 萬 | 0.00% | +6,900+59.2% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 19,709 | $11.6 萬 | 0.01% | +19,709 | 新進 |
| Jump Financial, LLC | 19,810 | $11.7 萬 | 0.00% | +19,810 | 新進 |
| CAPROCK Group, Inc. | 19,599 | $11.8 萬 | 0.01% | +2,460+14.4% | 加碼 |
| Hamilton Capital, LLC | 20,814 | $12.3 萬 | 0.01% | +1,496+7.7% | 加碼 |
| River Road Asset Management, LLC | 21,573 | $12.7 萬 | 0.00% | −42,175−66.2% | 減碼 |
| QCM Cayman, Ltd. | 21,585 | $12.7 萬 | 0.75% | +6,399+42.1% | 加碼 |
| Engineers Gate Manager LP | 21,873 | $12.9 萬 | 0.00% | +21,873 | 新進 |
| First Trust Advisors LP | 22,384 | $13.2 萬 | 0.00% | −764−3.3% | 減碼 |
| Baldwin Brothers Inc | 22,745 | $13.4 萬 | 0.01% | −3,234−12.4% | 減碼 |
| Stephens Inc | 23,162 | $13.7 萬 | 0.00% | +23,162 | 新進 |
| Schechter Investment Advisors, LLC | 23,214 | $13.7 萬 | 0.01% | +9,662+71.3% | 加碼 |
| Johnson Investment Counsel Inc | 24,800 | $14.6 萬 | 0.00% | 00.0% | 不變 |
| Ameraudi Asset Management, Inc. | 25,150 | $14.8 萬 | 0.07% | 00.0% | 不變 |
| Commerzbank Aktiengesellschaft | 25,749 | $15.2 萬 | 0.01% | 00.0% | 不變 |
| CI Private Wealth, LLC | 25,797 | $15.2 萬 | 0.00% | −1,055−3.9% | 減碼 |
| Metis Global Partners, LLC | 26,653 | $15.7 萬 | 0.01% | +742+2.9% | 加碼 |
| FMR LLC | 27,403 | $16.2 萬 | 0.00% | +12,401+82.7% | 加碼 |
| Truist Financial Corp | 27,684 | $16.3 萬 | 0.00% | +5,999+27.7% | 加碼 |
| Old National Bancorp | 30,296 | $17.9 萬 | 0.01% | −25,389−45.6% | 減碼 |