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 3 季 13F 持有人
Itau Unibanco Holding S.A. 在 2023/9/30 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
- 285
- 較 2023 年第 2 季 −2 家
- 持有股數
- 8.19 億
- 較 2023 年第 2 季 −352.4 萬 (−0.4%)
- 總市值
- $44.0 億
- 較 2023 年第 2 季 −$4.51 億 (−9.3%)
- 新進機構
- 29
- 另有 93 家加碼
- 清倉機構
- 31
- 另有 103 家減碼
另有 2 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 3 | $16 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 36 | $189 | 0.00% | 00.0% | 不變 |
| CGC Financial Services, LLC | 83 | $446 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 87 | $468 | 0.00% | −212−70.9% | 減碼 |
| Sofos Investments, Inc. | 96 | $520 | 0.00% | +90+1,500.0% | 加碼 |
| Rosenberg Matthew Hamilton | 97 | $521 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 119 | $640 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 148 | $795 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 164 | $881 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 164 | $881 | 0.00% | +164 | 新進 |
| ClariVest Asset Management LLC | 198 | $1,000 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 217 | $1,165 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 300 | $1,611 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 366 | $1,965 | 0.00% | +366 | 新進 |
| Gradient Investments LLC | 398 | $2,137 | 0.00% | +200+101.0% | 加碼 |
| Clearstead Advisors, LLC | 488 | $2,621 | 0.00% | +488 | 新進 |
| Cary Street Partner Investment Advisory LLC | 698 | $3,748 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 803 | $4,312 | 0.00% | +803 | 新進 |
| First Horizon Advisors, Inc. | 855 | $4,591 | 0.00% | −129−13.1% | 減碼 |
| JFS Wealth Advisors, LLC | 951 | $5,107 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 983 | $5,279 | 0.00% | −110−10.1% | 減碼 |
| TD Private Client Wealth LLC | 1,060 | $5,698 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 1,205 | $6,000 | 0.00% | +1,205 | 新進 |
| Toronto Dominion Bank | 1,312 | $7,046 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 1,590 | $8,546 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 1,958 | $1.05 萬 | 0.00% | +91+4.9% | 加碼 |
| Tortoise Investment Management, LLC | 2,196 | $1.18 萬 | 0.00% | 00.0% | 不變 |
| Van Eck Associates Corp | 2,165 | $1.20 萬 | 0.00% | +1,456+205.4% | 加碼 |
| Park Place Capital Corp | 2,731 | $1.47 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 2,950 | $1.56 萬 | 0.00% | 00.0% | 不變 |
| Nuveen Asset Management, LLC | 2,998 | $1.61 萬 | 0.00% | +2,998 | 新進 |
| Migdal Insurance & Financial Holdings Ltd. | 3,600 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 3,584 | $1.92 萬 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 5,133 | $2.76 萬 | 0.00% | +3,567+227.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,260 | $2.82 萬 | 0.00% | +5,260 | 新進 |
| Allspring Global Investments Holdings, LLC | 5,611 | $3.01 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 5,819 | $3.10 萬 | 0.00% | +633+12.2% | 加碼 |
| Provida Pension Fund Administrator | 7,688 | $4.13 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 8,343 | $4.48 萬 | 0.00% | −426−4.9% | 減碼 |
| Investors Research Corp | 8,911 | $4.79 萬 | 0.01% | 00.0% | 不變 |
| Psagot Value Holdings Ltd. / (Israel) | 8,949 | $4.80 萬 | 0.02% | 00.0% | 不變 |
| Boston Partners | 43,826 | $5.22 萬 | 0.00% | −3,149−6.7% | 減碼 |
| Cetera Investment Advisers | 10,043 | $5.40 萬 | 0.00% | +10,043 | 新進 |
| Huntington National Bank | 10,148 | $5.45 萬 | 0.00% | +1,011+11.1% | 加碼 |
| Wambolt & Associates, LLC | 10,532 | $5.58 萬 | 0.02% | −2,006−16.0% | 減碼 |
| Altfest L J & Co Inc | 11,136 | $6.00 萬 | 0.01% | −2,413−17.8% | 減碼 |
| Calamos Wealth Management LLC | 11,287 | $6.06 萬 | 0.00% | −1,078−8.7% | 減碼 |
| Stifel Financial Corp | 11,416 | $6.13 萬 | 0.00% | +781+7.3% | 加碼 |
| Creative Planning | 11,493 | $6.17 萬 | 0.00% | +570+5.2% | 加碼 |
| Tiaa Trust, National Association | 11,604 | $6.23 萬 | 0.00% | +11,604 | 新進 |
| Credit Agricole S A | 11,927 | $6.40 萬 | 0.00% | +2,327+24.2% | 加碼 |
| Fulton Bank, N.A. | 12,052 | $6.47 萬 | 0.00% | −1,225−9.2% | 減碼 |
| Mark Stevens | 12,141 | $6.52 萬 | 0.01% | +490+4.2% | 加碼 |
| Compagnie Lombard Odier SCmA | 12,168 | $6.53 萬 | 0.00% | 00.0% | 不變 |
| First Affirmative Financial Network | 12,519 | $6.72 萬 | 0.07% | +776+6.6% | 加碼 |
| PDS Planning, Inc | 12,652 | $6.79 萬 | 0.01% | +1,984+18.6% | 加碼 |
| QCM Cayman, Ltd. | 12,727 | $6.83 萬 | 0.44% | −8,858−41.0% | 減碼 |
| Bank of Montreal | 12,185 | $6.88 萬 | 0.00% | −199−1.6% | 減碼 |
| Credential Qtrade Securities Inc. | 12,995 | $6.98 萬 | 0.00% | −795−5.8% | 減碼 |
| Grove Bank & Trust | 13,556 | $7.28 萬 | 0.01% | −698−4.9% | 減碼 |
| Rathbone Brothers plc | 14,000 | $7.52 萬 | 0.00% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 14,100 | $7.57 萬 | 0.00% | +14,100 | 新進 |
| Lake Street Advisors Group, LLC | 14,160 | $7.60 萬 | 0.00% | +14,160 | 新進 |
| Winton Group Ltd | 14,668 | $7.88 萬 | 0.01% | −4,014−21.5% | 減碼 |
| MML Investors Services, LLC | 14,641 | $7.90 萬 | 0.00% | +311+2.2% | 加碼 |
| Peapack Gladstone Financial Corp | 14,935 | $8.00 萬 | 0.00% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 14,923 | $8.02 萬 | 0.00% | +2,453+19.7% | 加碼 |
| Wetherby Asset Management Inc | 15,096 | $8.11 萬 | 0.00% | −314−2.0% | 減碼 |
| Brinker Capital Investments, LLC | 15,190 | $8.16 萬 | 0.00% | −199,252−92.9% | 減碼 |
| Orion Portfolio Solutions, LLC | 15,190 | $8.16 萬 | 0.00% | −199,252−92.9% | 減碼 |
| HighTower Advisors, LLC | 15,074 | $8.20 萬 | 0.00% | −2,275−13.1% | 減碼 |
| Hilltop Holdings Inc. | 15,311 | $8.22 萬 | 0.01% | 00.0% | 不變 |
| Legacy Financial Advisors, Inc. | 15,496 | $8.32 萬 | 0.02% | −547−3.4% | 減碼 |
| Schechter Investment Advisors, LLC | 15,502 | $8.33 萬 | 0.01% | −7,712−33.2% | 減碼 |
| Rehmann Capital Advisory Group | 15,580 | $8.37 萬 | 0.01% | +1,072+7.4% | 加碼 |
| Captrust Financial Advisors | 15,639 | $8.40 萬 | 0.00% | −887−5.4% | 減碼 |
| Squarepoint Ops LLC | 16,081 | $8.64 萬 | 0.00% | +16,081 | 新進 |
| Aviva PLC | 16,370 | $8.79 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 17,419 | $9.35 萬 | 0.02% | 00.0% | 不變 |
| Hamilton Capital, LLC | 18,172 | $9.76 萬 | 0.01% | −2,642−12.7% | 減碼 |
| FMR LLC | 18,365 | $9.86 萬 | 0.00% | −9,038−33.0% | 減碼 |
| GWM Advisors LLC | 19,299 | $10.4 萬 | 0.00% | +16,040+492.2% | 加碼 |
| Ewa, LLC | 18,045 | $10.7 萬 | 0.07% | +18,045 | 新進 |
| Aigen Investment Management, LP | 20,302 | $10.9 萬 | 0.02% | +20,302 | 新進 |
| CAPROCK Group, Inc. | 21,251 | $11.4 萬 | 0.01% | +1,652+8.4% | 加碼 |
| GTS Securities LLC | 22,426 | $12.0 萬 | 0.00% | +10,644+90.3% | 加碼 |
| Marex Group plc | 22,638 | $12.2 萬 | 0.02% | +6,880+43.7% | 加碼 |
| Baldwin Brothers Inc | 22,745 | $12.2 萬 | 0.01% | 00.0% | 不變 |
| Stephens Inc | 23,323 | $12.5 萬 | 0.00% | +161+0.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 24,428 | $13.1 萬 | 0.00% | +10,483+75.2% | 加碼 |
| Johnson Investment Counsel Inc | 24,800 | $13.3 萬 | 0.00% | 00.0% | 不變 |
| Ameraudi Asset Management, Inc. | 25,150 | $13.5 萬 | 0.06% | 00.0% | 不變 |
| SG Americas Securities, LLC | 25,636 | $13.8 萬 | 0.00% | +25,636 | 新進 |
| Metis Global Partners, LLC | 26,469 | $14.2 萬 | 0.01% | −184−0.7% | 減碼 |
| Capital Markets Trading UK LLP | 26,600 | $14.3 萬 | 0.12% | +26,600 | 新進 |
| JGP Global Gestao de Recursos Ltda. | 26,771 | $14.4 萬 | 0.09% | −23,285−46.5% | 減碼 |
| Old National Bancorp | 27,290 | $14.7 萬 | 0.00% | −3,006−9.9% | 減碼 |
| Sompo Asset Management Co., Ltd. | 27,590 | $14.8 萬 | 0.03% | −21,340−43.6% | 減碼 |
| Mackenzie Financial Corp | 28,861 | $14.8 萬 | 0.00% | +10,300+55.5% | 加碼 |
| CI Private Wealth, LLC | 28,614 | $15.1 萬 | 0.00% | +2,817+10.9% | 加碼 |