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 2 季 13F 持有人
Itau Unibanco Holding S.A. 在 2024/6/30 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
- 334
- 較 2024 年第 1 季 +14 家
- 持有股數
- 8.39 億
- 較 2024 年第 1 季 +2,801 萬 (+3.5%)
- 總市值
- $49.0 億
- 較 2024 年第 1 季 −$7.15 億 (−12.7%)
- 新進機構
- 47
- 另有 99 家加碼
- 清倉機構
- 33
- 另有 121 家減碼
另有 4 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Eisler Capital (UK) Ltd. | 46,922 | $27.4 萬 | 0.09% | +46,922 | 新進 |
| HBK Sorce Advisory LLC | 42,540 | $24.8 萬 | 0.01% | −3,808−8.2% | 減碼 |
| Ronald Blue Trust, Inc. | 35,343 | $24.5 萬 | 0.00% | +11,519+48.4% | 加碼 |
| Blair William & Co | 41,367 | $24.2 萬 | 0.00% | +14,893+56.3% | 加碼 |
| Sequoia Financial Advisors, LLC | 41,293 | $24.1 萬 | 0.00% | −531−1.3% | 減碼 |
| Spire Wealth Management | 40,949 | $23.9 萬 | 0.01% | −499−1.2% | 減碼 |
| Pekin Hardy Strauss, Inc. | 40,500 | $23.7 萬 | 0.03% | −70,000−63.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 39,668 | $23.2 萬 | 0.00% | +6,412+19.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 37,776 | $22.1 萬 | 0.00% | +8,081+27.2% | 加碼 |
| Blueshift Asset Management, LLC | 37,611 | $22.0 萬 | 0.07% | +37,611 | 新進 |
| Atlas Capital Advisors LLC | 37,402 | $21.8 萬 | 0.03% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 36,825 | $21.5 萬 | 0.00% | −713−1.9% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 35,964 | $21.0 萬 | 0.00% | −1,659−4.4% | 減碼 |
| Cable Hill Partners, LLC | 35,456 | $20.9 萬 | 0.02% | +35,456 | 新進 |
| Vestmark Advisory Solutions, Inc. | 34,538 | $20.2 萬 | 0.01% | −1,113−3.1% | 減碼 |
| Mercer Global Advisors Inc | 34,200 | $20.0 萬 | 0.00% | −2,261−6.2% | 減碼 |
| Truist Financial Corp | 34,104 | $19.9 萬 | 0.00% | −10,292−23.2% | 減碼 |
| Marietta Investment Partners LLC | 33,500 | $19.6 萬 | 0.04% | 00.0% | 不變 |
| Sompo Asset Management Co., Ltd. | 33,430 | $19.5 萬 | 0.03% | −2,590−7.2% | 減碼 |
| Leonteq Securities AG | 32,171 | $18.8 萬 | 0.03% | +5,540+20.8% | 加碼 |
| Gould Asset Management LLC | 30,710 | $17.9 萬 | 0.04% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 28,682 | $17.2 萬 | 0.00% | +448+1.6% | 加碼 |
| Stephens Inc | 28,826 | $16.8 萬 | 0.00% | 00.0% | 不變 |
| Cetera Investment Advisers | 28,763 | $16.8 萬 | 0.00% | −327−1.1% | 減碼 |
| SG Americas Securities, LLC | 28,193 | $16.5 萬 | 0.00% | +28,193 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 26,750 | $15.6 萬 | 0.00% | −28,500−51.6% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 26,440 | $15.4 萬 | 0.01% | +2,550+10.7% | 加碼 |
| Metis Global Partners, LLC | 25,951 | $15.2 萬 | 0.01% | +721+2.9% | 加碼 |
| Ameraudi Asset Management, Inc. | 25,150 | $14.7 萬 | 0.07% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 24,115 | $14.2 萬 | 0.00% | −8,512−26.1% | 減碼 |
| Gateway Investment Advisers LLC | 23,942 | $14.0 萬 | 0.00% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 21,293 | $12.4 萬 | 0.00% | −624−2.8% | 減碼 |
| Old National Bancorp | 21,188 | $12.4 萬 | 0.00% | −162−0.8% | 減碼 |
| HighTower Advisors, LLC | 20,763 | $12.3 萬 | 0.00% | +752+3.8% | 加碼 |
| MML Investors Services, LLC | 20,239 | $11.8 萬 | 0.00% | −704−3.4% | 減碼 |
| CI Private Wealth, LLC | 20,148 | $11.8 萬 | 0.00% | −697−3.3% | 減碼 |
| Ewa, LLC | 18,907 | $11.6 萬 | 0.05% | −92−0.5% | 減碼 |
| Captrust Financial Advisors | 19,375 | $11.3 萬 | 0.00% | +4,733+32.3% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 17,419 | $10.2 萬 | 0.01% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 17,221 | $10.1 萬 | 0.01% | 00.0% | 不變 |
| Flputnam Investment Management Co | 16,855 | $9.84 萬 | 0.00% | +16,855 | 新進 |
| Aviva PLC | 16,370 | $9.56 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 16,341 | $9.54 萬 | 0.01% | +8,657+112.7% | 加碼 |
| Hamilton Capital, LLC | 16,042 | $9.37 萬 | 0.01% | −130−0.8% | 減碼 |
| Schechter Investment Advisors, LLC | 15,749 | $9.20 萬 | 0.01% | −2,945−15.8% | 減碼 |
| Altfest L J & Co Inc | 15,519 | $9.10 萬 | 0.01% | −57,546−78.8% | 減碼 |
| Rehmann Capital Advisory Group | 15,434 | $9.01 萬 | 0.01% | −2,311−13.0% | 減碼 |
| Hilltop Holdings Inc. | 15,311 | $8.94 萬 | 0.01% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 15,151 | $8.85 萬 | 0.00% | −422−2.7% | 減碼 |
| Orion Portfolio Solutions, LLC | 15,151 | $8.85 萬 | 0.00% | −422−2.7% | 減碼 |
| PDS Planning, Inc | 15,132 | $8.84 萬 | 0.01% | +2,865+23.4% | 加碼 |
| Fielder Capital Group LLC | 15,105 | $8.82 萬 | 0.03% | +15,105 | 新進 |
| Wetherby Asset Management Inc | 14,915 | $8.71 萬 | 0.00% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 14,935 | $8.70 萬 | 0.00% | 00.0% | 不變 |
| Wealth Advisory Solutions, LLC | 14,239 | $8.32 萬 | 0.02% | +14,239 | 新進 |
| Whittier Trust Co of Nevada Inc | 14,172 | $8.28 萬 | 0.00% | +7,284+105.7% | 加碼 |
| Stifel Financial Corp | 14,154 | $8.27 萬 | 0.00% | −4,531−24.2% | 減碼 |
| Sivia Capital Partners, LLC | 14,145 | $8.26 萬 | 0.06% | +378+2.7% | 加碼 |
| Rathbone Brothers plc | 14,000 | $8.18 萬 | 0.00% | 00.0% | 不變 |
| Gratus Capital LLC | 13,887 | $8.11 萬 | 0.00% | +13,887 | 新進 |
| Legacy Financial Advisors, Inc. | 13,674 | $7.99 萬 | 0.01% | −3,693−21.3% | 減碼 |
| Grove Bank & Trust | 13,391 | $7.82 萬 | 0.01% | −362−2.6% | 減碼 |
| Coldstream Capital Management Inc | 13,306 | $7.77 萬 | 0.00% | +3,063+29.9% | 加碼 |
| First Affirmative Financial Network | 13,040 | $7.62 萬 | 0.05% | +1,588+13.9% | 加碼 |
| Keybank National Association | 12,506 | $7.30 萬 | 0.00% | +12,506 | 新進 |
| Avantax Advisory Services, Inc. | 12,463 | $7.28 萬 | 0.00% | +12,463 | 新進 |
| HTLF Bank | 12,152 | $7.10 萬 | 0.01% | +127+1.1% | 加碼 |
| Fulton Bank, N.A. | 11,552 | $6.75 萬 | 0.00% | −723−5.9% | 減碼 |
| Mount Yale Investment Advisors, LLC | 11,467 | $6.70 萬 | 0.01% | −1,256−9.9% | 減碼 |
| Massachusetts Financial Services Co | 11,362 | $6.64 萬 | 0.00% | 00.0% | 不變 |
| Creative Planning | 11,188 | $6.53 萬 | 0.00% | −89−0.8% | 減碼 |
| Sunpointe, LLC | 11,057 | $6.51 萬 | 0.04% | +754+7.3% | 加碼 |
| Dynamic Advisor Solutions LLC | 11,137 | $6.50 萬 | 0.00% | +11,137 | 新進 |
| Snowden Capital Advisors LLC | 11,025 | $6.49 萬 | 0.00% | +321+3.0% | 加碼 |
| Lindbrook Capital, LLC | 10,593 | $6.19 萬 | 0.01% | +4,389+70.7% | 加碼 |
| Huntington National Bank | 10,301 | $6.02 萬 | 0.00% | +1,585+18.2% | 加碼 |
| Aviso Financial Inc. | 10,299 | $6.00 萬 | 0.00% | +10,299 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,118 | $5.91 萬 | 0.00% | +10,118 | 新進 |
| Investors Research Corp | 8,911 | $5.20 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 8,100 | $4.70 萬 | 0.00% | +199+2.5% | 加碼 |
| Allspring Global Investments Holdings, LLC | 6,041 | $3.53 萬 | 0.00% | +324+5.7% | 加碼 |
| Hilltop National Bank | 5,722 | $3.34 萬 | 0.01% | +385+7.2% | 加碼 |
| GAMMA Investing LLC | 5,317 | $3.11 萬 | 0.00% | +942+21.5% | 加碼 |
| Bruce G. Allen Investments, LLC | 5,043 | $2.95 萬 | 0.02% | +260+5.4% | 加碼 |
| Credit Agricole S A | 4,392 | $2.56 萬 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 4,319 | $2.52 萬 | 0.00% | 00.0% | 不變 |
| Van Eck Associates Corp | 3,602 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Migdal Insurance & Financial Holdings Ltd. | 3,600 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Mather Group, LLC. | 2,968 | $2.06 萬 | 0.00% | −165−5.3% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 3,272 | $1.90 萬 | 0.00% | +57+1.8% | 加碼 |
| Global Retirement Partners, LLC | 2,950 | $1.72 萬 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,858 | $1.67 萬 | 0.00% | −523−15.5% | 減碼 |
| Park Place Capital Corp | 2,731 | $1.59 萬 | 0.01% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 2,498 | $1.50 萬 | 0.00% | +89+3.7% | 加碼 |
| Tortoise Investment Management, LLC | 2,196 | $1.28 萬 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 1,603 | $9,362 | 0.00% | +155+10.7% | 加碼 |
| Key Financial Inc | 1,590 | $9,286 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 1,554 | $9,075 | 0.00% | +494+46.6% | 加碼 |
| Rock Creek Group, LP | 1,358 | $7,931 | 0.00% | −753−35.7% | 減碼 |
| Toronto Dominion Bank | 1,312 | $7,662 | 0.00% | 00.0% | 不變 |