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。
2024 年第 1 季 13F 持有人
Itau Unibanco Holding S.A. 在 2024/3/31 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
- 324
- 較 2023 年第 4 季 +10 家
- 持有股數
- 8.12 億
- 較 2023 年第 4 季 −2,791 萬 (−3.3%)
- 總市值
- $56.2 億
- 較 2023 年第 4 季 −$2.10 億 (−3.6%)
- 新進機構
- 39
- 另有 116 家加碼
- 清倉機構
- 29
- 另有 109 家減碼
另有 1 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 35,651 | $24.7 萬 | 0.01% | +539+1.5% | 加碼 |
| Banco Santander, S.A. | 34,153 | $23.7 萬 | 0.00% | −469−1.4% | 減碼 |
| NewEdge Wealth, LLC | 37,538 | $23.5 萬 | 0.01% | +2,426+6.9% | 加碼 |
| Marietta Investment Partners LLC | 33,500 | $23.2 萬 | 0.05% | −18,382−35.4% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 33,256 | $23.0 萬 | 0.00% | −5,674−14.6% | 減碼 |
| Cresset Asset Management, LLC | 32,627 | $22.6 萬 | 0.00% | +32,627 | 新進 |
| Gould Asset Management LLC | 30,710 | $21.3 萬 | 0.05% | −1,220−3.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 29,695 | $20.6 萬 | 0.00% | +17,197+137.6% | 加碼 |
| Cetera Investment Advisers | 29,090 | $20.1 萬 | 0.00% | +16,721+135.2% | 加碼 |
| Stephens Inc | 28,826 | $20.0 萬 | 0.00% | +4,130+16.7% | 加碼 |
| CIBC Private Wealth Group, LLC | 28,234 | $18.7 萬 | 0.00% | +28,234 | 新進 |
| Leonteq Securities AG | 26,631 | $18.5 萬 | 0.02% | −963−3.5% | 減碼 |
| Blair William & Co | 26,474 | $18.3 萬 | 0.00% | +26,474 | 新進 |
| Metis Global Partners, LLC | 25,230 | $17.5 萬 | 0.01% | −1,239−4.7% | 減碼 |
| Ameraudi Asset Management, Inc. | 25,150 | $17.4 萬 | 0.08% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 23,942 | $16.6 萬 | 0.00% | +23,942 | 新進 |
| Knights of Columbus Asset Advisors LLC | 23,890 | $16.6 萬 | 0.01% | +23,890 | 新進 |
| Ronald Blue Trust, Inc. | 23,824 | $16.5 萬 | 0.00% | +4,370+22.5% | 加碼 |
| Harbour Capital Advisors, LLC | 23,125 | $15.3 萬 | 0.04% | +23,125 | 新進 |
| United Capital Financial Advisers, LLC | 21,917 | $15.2 萬 | 0.00% | −761−3.4% | 減碼 |
| Grey Street Capital, LLC | 21,568 | $15.0 萬 | 0.02% | +21,568 | 新進 |
| Old National Bancorp | 21,350 | $14.8 萬 | 0.00% | −6,182−22.5% | 減碼 |
| National Bank of Canada | 23,236 | $14.7 萬 | 0.00% | +15,800+212.5% | 加碼 |
| MML Investors Services, LLC | 20,943 | $14.5 萬 | 0.00% | +5,553+36.1% | 加碼 |
| CI Private Wealth, LLC | 20,845 | $14.4 萬 | 0.00% | −10,856−34.2% | 減碼 |
| GWM Advisors LLC | 20,236 | $14.0 萬 | 0.00% | +122+0.6% | 加碼 |
| HighTower Advisors, LLC | 20,011 | $13.9 萬 | 0.00% | +3,234+19.3% | 加碼 |
| Quantinno Capital Management LP | 19,060 | $13.2 萬 | 0.00% | +8,811+86.0% | 加碼 |
| Stifel Financial Corp | 18,685 | $12.9 萬 | 0.00% | −350−1.8% | 減碼 |
| Schechter Investment Advisors, LLC | 18,694 | $12.9 萬 | 0.01% | +1,040+5.9% | 加碼 |
| Rehmann Capital Advisory Group | 17,745 | $12.3 萬 | 0.01% | +17,745 | 新進 |
| JGP Global Gestao de Recursos Ltda. | 17,483 | $12.1 萬 | 0.08% | +17,483 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 17,419 | $12.1 萬 | 0.02% | 00.0% | 不變 |
| Ewa, LLC | 18,999 | $12.0 萬 | 0.05% | +660+3.6% | 加碼 |
| Legacy Financial Advisors, Inc. | 17,367 | $12.0 萬 | 0.02% | −30.0% | 減碼 |
| Checchi Capital Advisers, LLC | 17,221 | $11.9 萬 | 0.01% | −17,297−50.1% | 減碼 |
| Lake Street Advisors Group, LLC | 16,931 | $11.7 萬 | 0.01% | −147−0.9% | 減碼 |
| Aviva PLC | 16,370 | $11.3 萬 | 0.00% | 00.0% | 不變 |
| Hamilton Capital, LLC | 16,172 | $11.2 萬 | 0.01% | +164+1.0% | 加碼 |
| Brinker Capital Investments, LLC | 15,573 | $10.8 萬 | 0.00% | +71+0.5% | 加碼 |
| Orion Portfolio Solutions, LLC | 15,573 | $10.8 萬 | 0.00% | +71+0.5% | 加碼 |
| Hilltop Holdings Inc. | 15,311 | $10.6 萬 | 0.01% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,941 | $10.4 萬 | 0.00% | +6,843+84.5% | 加碼 |
| Wetherby Asset Management Inc | 14,915 | $10.3 萬 | 0.00% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 14,935 | $10.3 萬 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 14,642 | $10.1 萬 | 0.00% | −702−4.6% | 減碼 |
| Rathbone Brothers plc | 14,000 | $9.70 萬 | 0.00% | 00.0% | 不變 |
| Walleye Capital LLC | 13,797 | $9.56 萬 | 0.00% | +13,797 | 新進 |
| Sivia Capital Partners, LLC | 13,767 | $9.54 萬 | 0.06% | −1,587−10.3% | 減碼 |
| Grove Bank & Trust | 13,753 | $9.53 萬 | 0.02% | +260+1.9% | 加碼 |
| M&T Bank Corp | 13,211 | $9.16 萬 | 0.00% | −232−1.7% | 減碼 |
| Mount Yale Investment Advisors, LLC | 12,723 | $8.82 萬 | 0.01% | +200+1.6% | 加碼 |
| Fulton Bank, N.A. | 12,275 | $8.51 萬 | 0.00% | 00.0% | 不變 |
| PDS Planning, Inc | 12,267 | $8.50 萬 | 0.01% | +19+0.2% | 加碼 |
| Calamos Wealth Management LLC | 12,175 | $8.44 萬 | 0.00% | +603+5.2% | 加碼 |
| HTLF Bank | 12,025 | $8.33 萬 | 0.01% | +16+0.1% | 加碼 |
| First Affirmative Financial Network | 11,452 | $7.94 萬 | 0.06% | −1,094−8.7% | 減碼 |
| Massachusetts Financial Services Co | 11,362 | $7.87 萬 | 0.00% | +675+6.3% | 加碼 |
| Creative Planning | 11,277 | $7.81 萬 | 0.00% | +59+0.5% | 加碼 |
| Tiaa Trust, National Association | 10,795 | $7.48 萬 | 0.00% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 10,704 | $7.42 萬 | 0.00% | +10,704 | 新進 |
| Credential Qtrade Securities Inc. | 10,628 | $7.37 萬 | 0.00% | −683−6.0% | 減碼 |
| Bank of Montreal | 10,447 | $7.25 萬 | 0.00% | −340−3.2% | 減碼 |
| Sunpointe, LLC | 10,303 | $7.15 萬 | 0.08% | +74+0.7% | 加碼 |
| Coldstream Capital Management Inc | 10,243 | $7.10 萬 | 0.00% | +10,243 | 新進 |
| Investors Research Corp | 8,911 | $6.18 萬 | 0.01% | 00.0% | 不變 |
| Huntington National Bank | 8,716 | $6.04 萬 | 0.00% | +283+3.4% | 加碼 |
| CWM, LLC | 7,901 | $5.50 萬 | 0.00% | +942+13.5% | 加碼 |
| Quadrant Capital Group LLC | 7,684 | $5.33 萬 | 0.00% | −659−7.9% | 減碼 |
| Bessemer Group Inc | 7,050 | $4.90 萬 | 0.00% | +7,050 | 新進 |
| Whittier Trust Co of Nevada Inc | 6,888 | $4.77 萬 | 0.00% | +5,862+571.3% | 加碼 |
| Lindbrook Capital, LLC | 6,204 | $4.30 萬 | 0.00% | +74+1.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 5,717 | $3.96 萬 | 0.00% | +106+1.9% | 加碼 |
| Hilltop National Bank | 5,337 | $3.70 萬 | 0.01% | +5,337 | 新進 |
| Bruce G. Allen Investments, LLC | 4,783 | $3.31 萬 | 0.03% | −449−8.6% | 減碼 |
| GAMMA Investing LLC | 4,375 | $3.03 萬 | 0.01% | +1,755+67.0% | 加碼 |
| Clearstead Advisors, LLC | 4,319 | $2.77 萬 | 0.00% | +3,831+785.0% | 加碼 |
| Credit Agricole S A | 4,392 | $2.65 萬 | 0.00% | 00.0% | 不變 |
| Migdal Insurance & Financial Holdings Ltd. | 3,600 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Van Eck Associates Corp | 3,602 | $2.50 萬 | 0.00% | +1,195+49.6% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,381 | $2.34 萬 | 0.00% | +3,381 | 新進 |
| SYSTM Wealth Solutions LLC | 3,265 | $2.26 萬 | 0.00% | +2,003+158.7% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 3,215 | $2.20 萬 | 0.00% | −103−3.1% | 減碼 |
| Mather Group, LLC. | 3,133 | $2.18 萬 | 0.00% | +3,133 | 新進 |
| Global Retirement Partners, LLC | 2,950 | $2.04 萬 | 0.00% | 00.0% | 不變 |
| Park Place Capital Corp | 2,731 | $1.89 萬 | 0.01% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 2,196 | $1.52 萬 | 0.00% | 00.0% | 不變 |
| Rock Creek Group, LP | 2,111 | $1.46 萬 | 0.00% | −1,192−36.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,409 | $1.46 萬 | 0.00% | +110+4.8% | 加碼 |
| Sofos Investments, Inc. | 1,645 | $1.14 萬 | 0.00% | +1,214+281.7% | 加碼 |
| Key Financial Inc | 1,590 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 1,448 | $1.00 萬 | 0.00% | +24+1.7% | 加碼 |
| Toronto Dominion Bank | 1,312 | $9,092 | 0.00% | 00.0% | 不變 |
| WealthCollab, LLC | 1,229 | $8,517 | 0.01% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 1,060 | $7,341 | 0.00% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 1,056 | $7,322 | 0.00% | +1,056 | 新進 |
| JFS Wealth Advisors, LLC | 1,035 | $7,173 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 983 | $6,813 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 906 | $6,279 | 0.00% | +160+21.4% | 加碼 |
| NBC Securities, Inc. | 830 | $5,000 | 0.00% | −218−20.8% | 減碼 |