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 4 季 13F 持有人
Itau Unibanco Holding S.A. 在 2023/12/31 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
- 315
- 較 2023 年第 3 季 +33 家
- 持有股數
- 8.40 億
- 較 2023 年第 3 季 +2,082 萬 (+2.5%)
- 總市值
- $58.3 億
- 較 2023 年第 3 季 +$14.3 億 (+32.5%)
- 新進機構
- 54
- 另有 114 家加碼
- 清倉機構
- 21
- 另有 89 家減碼
另有 3 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 1 | $7 | 0.00% | +1 | 新進 |
| Signaturefd, LLC | 3 | $21 | 0.00% | 00.0% | 不變 |
| CGC Financial Services, LLC | 83 | $577 | 0.00% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 97 | $674 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 119 | $828 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 120 | $834 | 0.00% | +120 | 新進 |
| Brown Brothers Harriman & Co | 146 | $1,015 | 0.00% | +146 | 新進 |
| Hollencrest Capital Management | 148 | $1,029 | 0.00% | 00.0% | 不變 |
| Frazier Financial Advisors, LLC | 156 | $1,085 | 0.00% | +156 | 新進 |
| Raffa Wealth Management, LLC | 164 | $1,140 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 198 | $1,376 | 0.00% | −200−50.3% | 減碼 |
| ClariVest Asset Management LLC | 198 | $1,376 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 217 | $1,508 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 241 | $1,675 | 0.00% | +241 | 新進 |
| Montag A & Associates Inc | 275 | $1,913 | 0.00% | +275 | 新進 |
| Federation des caisses Desjardins du Quebec | 300 | $2,085 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 367 | $2,441 | 0.00% | +1+0.3% | 加碼 |
| Sofos Investments, Inc. | 431 | $3,001 | 0.00% | +335+349.0% | 加碼 |
| Arlington Trust Co LLC | 438 | $3,044 | 0.00% | +438 | 新進 |
| Clearstead Advisors, LLC | 488 | $3,392 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 548 | $3,809 | 0.00% | +461+529.9% | 加碼 |
| First Horizon Advisors, Inc. | 602 | $4,184 | 0.00% | −253−29.6% | 減碼 |
| Farther Finance Advisors, LLC | 618 | $4,295 | 0.00% | −185−23.0% | 減碼 |
| Advisory Services Network, LLC | 642 | $4,462 | 0.00% | +642 | 新進 |
| Jones Financial Companies LLLP | 746 | $5,185 | 0.00% | +582+354.9% | 加碼 |
| FinTrust Capital Advisors, LLC | 983 | $6,832 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 1,048 | $7,000 | 0.00% | −157−13.0% | 減碼 |
| Whittier Trust Co of Nevada Inc | 1,026 | $7,130 | 0.00% | +1,026 | 新進 |
| JFS Wealth Advisors, LLC | 1,035 | $7,194 | 0.00% | +84+8.8% | 加碼 |
| TD Private Client Wealth LLC | 1,060 | $7,356 | 0.00% | 00.0% | 不變 |
| WealthCollab, LLC | 1,229 | $8,542 | 0.01% | +1,229 | 新進 |
| SYSTM Wealth Solutions LLC | 1,262 | $8,771 | 0.00% | +1,262 | 新進 |
| Toronto Dominion Bank | 1,312 | $9,119 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 1,424 | $9,897 | 0.00% | +1,424 | 新進 |
| Key Financial Inc | 1,590 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 2,196 | $1.53 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 2,299 | $1.60 萬 | 0.00% | +341+17.4% | 加碼 |
| Van Eck Associates Corp | 2,407 | $1.70 萬 | 0.00% | +242+11.2% | 加碼 |
| GAMMA Investing LLC | 2,620 | $1.73 萬 | 0.00% | +2,620 | 新進 |
| Park Place Capital Corp | 2,731 | $1.90 萬 | 0.01% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 2,950 | $1.97 萬 | 0.00% | 00.0% | 不變 |
| Rock Creek Group, LP | 3,303 | $2.30 萬 | 0.00% | −41,103−92.6% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 3,318 | $2.30 萬 | 0.00% | +3,318 | 新進 |
| Migdal Insurance & Financial Holdings Ltd. | 3,600 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 3,617 | $2.51 萬 | 0.00% | +33+0.9% | 加碼 |
| Credit Agricole S A | 4,392 | $3.05 萬 | 0.00% | −7,535−63.2% | 減碼 |
| Bruce G. Allen Investments, LLC | 5,232 | $3.64 萬 | 0.03% | +5,232 | 新進 |
| Allspring Global Investments Holdings, LLC | 5,611 | $3.90 萬 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 6,130 | $4.26 萬 | 0.00% | +997+19.4% | 加碼 |
| CWM, LLC | 6,959 | $4.80 萬 | 0.00% | +1,140+19.6% | 加碼 |
| National Bank of Canada | 7,436 | $5.06 萬 | 0.00% | +7,400+20,555.6% | 加碼 |
| Provida Pension Fund Administrator | 7,688 | $5.34 萬 | 0.00% | 00.0% | 不變 |
| Psagot Value Holdings Ltd. / (Israel) | 8,000 | $5.60 萬 | 0.03% | −949−10.6% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,098 | $5.63 萬 | 0.00% | +2,838+54.0% | 加碼 |
| Quadrant Capital Group LLC | 8,343 | $5.80 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 8,433 | $5.86 萬 | 0.00% | −1,715−16.9% | 減碼 |
| Investors Research Corp | 8,911 | $6.19 萬 | 0.01% | 00.0% | 不變 |
| Quantinno Capital Management LP | 10,249 | $7.10 萬 | 0.00% | +10,249 | 新進 |
| Sunpointe, LLC | 10,229 | $7.17 萬 | 0.09% | +10,229 | 新進 |
| Wambolt & Associates, LLC | 10,532 | $7.32 萬 | 0.02% | 00.0% | 不變 |
| Marex Group plc | 10,537 | $7.32 萬 | 0.00% | −12,101−53.5% | 減碼 |
| Massachusetts Financial Services Co | 10,687 | $7.43 萬 | 0.00% | +10,687 | 新進 |
| Tiaa Trust, National Association | 10,795 | $7.50 萬 | 0.00% | −809−7.0% | 減碼 |
| Bank of Montreal | 10,787 | $7.59 萬 | 0.00% | −1,398−11.5% | 減碼 |
| Creative Planning | 11,218 | $7.80 萬 | 0.00% | −275−2.4% | 減碼 |
| Credential Qtrade Securities Inc. | 11,311 | $7.86 萬 | 0.00% | −1,684−13.0% | 減碼 |
| QCM Cayman, Ltd. | 11,464 | $7.97 萬 | 4.30% | −1,263−9.9% | 減碼 |
| Calamos Wealth Management LLC | 11,572 | $8.04 萬 | 0.01% | +285+2.5% | 加碼 |
| HTLF Bank | 12,009 | $8.35 萬 | 0.01% | +12,009 | 新進 |
| PDS Planning, Inc | 12,248 | $8.51 萬 | 0.01% | −404−3.2% | 減碼 |
| Jump Financial, LLC | 12,255 | $8.52 萬 | 0.00% | +12,255 | 新進 |
| Fulton Bank, N.A. | 12,275 | $8.53 萬 | 0.00% | +223+1.9% | 加碼 |
| Cetera Investment Advisers | 12,369 | $8.59 萬 | 0.00% | +2,326+23.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 12,498 | $8.69 萬 | 0.00% | −11,930−48.8% | 減碼 |
| Mount Yale Investment Advisors, LLC | 12,523 | $8.70 萬 | 0.01% | +12,523 | 新進 |
| First Affirmative Financial Network | 12,546 | $8.72 萬 | 0.07% | +27+0.2% | 加碼 |
| M&T Bank Corp | 13,443 | $9.34 萬 | 0.00% | +13,443 | 新進 |
| Grove Bank & Trust | 13,493 | $9.38 萬 | 0.02% | −63−0.5% | 減碼 |
| Rathbone Brothers plc | 14,000 | $9.73 萬 | 0.00% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 14,258 | $9.90 萬 | 0.00% | −665−4.5% | 減碼 |
| SG Americas Securities, LLC | 14,792 | $10.3 萬 | 0.00% | −10,844−42.3% | 減碼 |
| Wetherby Asset Management Inc | 14,915 | $10.4 萬 | 0.01% | −181−1.2% | 減碼 |
| Peapack Gladstone Financial Corp | 14,935 | $10.4 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 19,454 | $10.5 萬 | 0.00% | −24,561−55.8% | 減碼 |
| Brinker Capital Investments, LLC | 15,502 | $10.6 萬 | 0.00% | +312+2.1% | 加碼 |
| Orion Portfolio Solutions, LLC | 15,502 | $10.6 萬 | 0.00% | +312+2.1% | 加碼 |
| Hilltop Holdings Inc. | 15,311 | $10.6 萬 | 0.01% | 00.0% | 不變 |
| Captrust Financial Advisors | 15,344 | $10.7 萬 | 0.00% | −295−1.9% | 減碼 |
| Sivia Capital Partners, LLC | 15,354 | $10.7 萬 | 0.08% | +15,354 | 新進 |
| MML Investors Services, LLC | 15,390 | $10.7 萬 | 0.00% | +749+5.1% | 加碼 |
| Hamilton Capital, LLC | 16,008 | $11.1 萬 | 0.01% | −2,164−11.9% | 減碼 |
| Aviva PLC | 16,370 | $11.4 萬 | 0.00% | 00.0% | 不變 |
| HighTower Advisors, LLC | 16,777 | $11.7 萬 | 0.00% | +1,703+11.3% | 加碼 |
| Ewa, LLC | 18,339 | $12.0 萬 | 0.06% | +294+1.6% | 加碼 |
| Legacy Financial Advisors, Inc. | 17,370 | $12.1 萬 | 0.02% | +1,874+12.1% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 17,419 | $12.1 萬 | 0.02% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 17,654 | $12.3 萬 | 0.01% | +2,152+13.9% | 加碼 |
| Lake Street Advisors Group, LLC | 17,078 | $12.4 萬 | 0.01% | +2,918+20.6% | 加碼 |
| Stifel Financial Corp | 19,035 | $13.2 萬 | 0.00% | +7,619+66.7% | 加碼 |
| GWM Advisors LLC | 20,114 | $14.0 萬 | 0.00% | +815+4.2% | 加碼 |