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 3 季 13F 持有人
Itau Unibanco Holding S.A. 在 2024/9/30 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
- 348
- 較 2024 年第 2 季 +17 家
- 持有股數
- 8.96 億
- 較 2024 年第 2 季 +7,985 萬 (+9.8%)
- 總市值
- $57.2 億
- 較 2024 年第 2 季 +$9.54 億 (+20.0%)
- 新進機構
- 46
- 另有 120 家加碼
- 清倉機構
- 29
- 另有 119 家減碼
另有 3 家機構在 2024 年第 2 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 81 | $539 | 0.00% | 00.0% | 不變 |
| CGC Financial Services, LLC | 83 | $552 | 0.00% | 00.0% | 不變 |
| Creekmur Asset Management LLC | 110 | $732 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 119 | $792 | 0.00% | 00.0% | 不變 |
| Kimelman & Baird, LLC | 133 | $885 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 148 | $984 | 0.00% | 00.0% | 不變 |
| Horizon Investments, LLC | 154 | $1,023 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 164 | $1,091 | 0.00% | 00.0% | 不變 |
| ClariVest Asset Management LLC | 198 | $1,156 | 0.00% | 00.0% | 不變 |
| Planned Solutions, Inc. | 185 | $1,230 | 0.00% | +185 | 新進 |
| Richardson Financial Services Inc. | 206 | $1,287 | 0.00% | +103+100.0% | 加碼 |
| AdvisorNet Financial, Inc | 241 | $1,603 | 0.00% | 00.0% | 不變 |
| Bull Oak Capital, LLC | 249 | $1,656 | 0.00% | +249 | 新進 |
| Fortitude Family Office, LLC | 290 | $1,929 | 0.00% | +290 | 新進 |
| Signaturefd, LLC | 299 | $1,988 | 0.00% | +296+9,866.7% | 加碼 |
| Federation des caisses Desjardins du Quebec | 300 | $1,995 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 314 | $2,089 | 0.00% | +314 | 新進 |
| Beacon Capital Management, LLC | 339 | $2,254 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 395 | $2,628 | 0.00% | −189−32.4% | 減碼 |
| Highline Wealth Partners LLC | 406 | $2,700 | 0.00% | +97+31.4% | 加碼 |
| CIBC Private Wealth Group, LLC | 451 | $2,999 | 0.00% | −28,231−98.4% | 減碼 |
| Allworth Financial LP | 548 | $3,645 | 0.00% | 00.0% | 不變 |
| Mizuho Securities Co. Ltd. | 657 | $4,369 | 0.01% | +657 | 新進 |
| First Horizon Advisors, Inc. | 750 | $4,987 | 0.00% | +148+24.6% | 加碼 |
| NBC Securities, Inc. | 794 | $5,000 | 0.00% | +12+1.5% | 加碼 |
| Leonteq Securities AG | 864 | $5,746 | 0.00% | −31,307−97.3% | 減碼 |
| FinTrust Capital Advisors, LLC | 983 | $6,537 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 1,035 | $6,883 | 0.00% | 00.0% | 不變 |
| WealthCollab, LLC | 1,229 | $8,173 | 0.01% | 00.0% | 不變 |
| Key Financial Inc | 1,590 | $1.06 萬 | 0.00% | 00.0% | 不變 |
| Skopos Labs, Inc. | 1,601 | $1.06 萬 | 0.00% | +1,601 | 新進 |
| Jones Financial Companies LLLP | 1,928 | $1.29 萬 | 0.00% | +1,640+569.4% | 加碼 |
| Geneos Wealth Management Inc. | 1,987 | $1.32 萬 | 0.00% | +1,987 | 新進 |
| Principal Securities, Inc. | 1,998 | $1.33 萬 | 0.00% | +395+24.6% | 加碼 |
| Smartleaf Asset Management LLC | 1,960 | $1.33 萬 | 0.00% | +1,960 | 新進 |
| TD Private Client Wealth LLC | 2,116 | $1.41 萬 | 0.00% | +562+36.2% | 加碼 |
| Tortoise Investment Management, LLC | 2,196 | $1.46 萬 | 0.00% | 00.0% | 不變 |
| Park Place Capital Corp | 2,408 | $1.60 萬 | 0.00% | −323−11.8% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,670 | $1.78 萬 | 0.00% | +172+6.9% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,858 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 2,950 | $1.96 萬 | 0.00% | 00.0% | 不變 |
| Mather Group, LLC. | 2,968 | $1.97 萬 | 0.00% | 00.0% | 不變 |
| Migdal Insurance & Financial Holdings Ltd. | 3,600 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 3,838 | $2.55 萬 | 0.00% | −33,564−89.7% | 減碼 |
| Clearstead Advisors, LLC | 4,319 | $2.87 萬 | 0.00% | 00.0% | 不變 |
| Credit Agricole S A | 4,392 | $2.92 萬 | 0.00% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 5,313 | $3.53 萬 | 0.03% | +270+5.4% | 加碼 |
| GAMMA Investing LLC | 5,400 | $3.59 萬 | 0.00% | +83+1.6% | 加碼 |
| Van Eck Associates Corp | 6,071 | $3.80 萬 | 0.00% | +2,469+68.5% | 加碼 |
| Hilltop National Bank | 5,722 | $3.81 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 7,190 | $4.80 萬 | 0.00% | −910−11.2% | 減碼 |
| Parallel Advisors, LLC | 7,784 | $5.18 萬 | 0.00% | +7,784 | 新進 |
| Investors Research Corp | 8,911 | $5.93 萬 | 0.01% | 00.0% | 不變 |
| Huntington National Bank | 9,996 | $6.65 萬 | 0.00% | −305−3.0% | 減碼 |
| Alta Capital Management LLC | 10,108 | $6.72 萬 | 0.00% | +10,108 | 新進 |
| Quantinno Capital Management LP | 10,172 | $6.76 萬 | 0.00% | +10,172 | 新進 |
| HTLF Bank | 10,237 | $6.81 萬 | 0.01% | −1,915−15.8% | 減碼 |
| Daymark Wealth Partners, LLC | 10,250 | $6.82 萬 | 0.00% | +10,250 | 新進 |
| MQS Management LLC | 10,493 | $6.98 萬 | 0.04% | +10,493 | 新進 |
| Dorsey & Whitney Trust CO LLC | 10,738 | $7.14 萬 | 0.00% | +10,738 | 新進 |
| Seven Eight Capital, LP | 10,926 | $7.27 萬 | 0.01% | +10,926 | 新進 |
| Sunpointe, LLC | 10,936 | $7.33 萬 | 0.06% | −121−1.1% | 減碼 |
| Tiaa Trust, National Association | 11,230 | $7.47 萬 | 0.00% | +11,230 | 新進 |
| Massachusetts Financial Services Co | 11,362 | $7.56 萬 | 0.00% | 00.0% | 不變 |
| Aviso Financial Inc. | 11,421 | $7.59 萬 | 0.00% | +1,122+10.9% | 加碼 |
| Fulton Bank, N.A. | 11,647 | $7.75 萬 | 0.00% | +95+0.8% | 加碼 |
| Lindbrook Capital, LLC | 11,725 | $7.80 萬 | 0.01% | +1,132+10.7% | 加碼 |
| Altfest L J & Co Inc | 11,787 | $7.80 萬 | 0.01% | −3,732−24.0% | 減碼 |
| Raymond James Trust N.A. | 12,211 | $8.12 萬 | 0.00% | +12,211 | 新進 |
| Keybank National Association | 12,347 | $8.21 萬 | 0.00% | −159−1.3% | 減碼 |
| Dynamic Advisor Solutions LLC | 12,491 | $8.31 萬 | 0.00% | +1,354+12.2% | 加碼 |
| Bank of Montreal | 12,395 | $8.40 萬 | 0.00% | +12,395 | 新進 |
| Snowden Capital Advisors LLC | 12,912 | $8.65 萬 | 0.00% | +1,887+17.1% | 加碼 |
| Eqis Capital Management, Inc. | 13,558 | $9.02 萬 | 0.01% | +13,558 | 新進 |
| Grove Bank & Trust | 13,837 | $9.20 萬 | 0.01% | +446+3.3% | 加碼 |
| Colony Group, LLC | 13,887 | $9.23 萬 | 0.00% | +13,887 | 新進 |
| Sivia Capital Partners, LLC | 13,962 | $9.28 萬 | 0.05% | −183−1.3% | 減碼 |
| Rathbone Brothers plc | 14,000 | $9.31 萬 | 0.00% | 00.0% | 不變 |
| Stifel Financial Corp | 14,154 | $9.41 萬 | 0.00% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 14,289 | $9.50 萬 | 0.01% | −1,145−7.4% | 減碼 |
| Whittier Trust Co of Nevada Inc | 14,362 | $9.55 萬 | 0.00% | +190+1.3% | 加碼 |
| Walleye Capital LLC | 14,489 | $9.64 萬 | 0.00% | −864,276−98.4% | 減碼 |
| Hamilton Capital, LLC | 16,036 | $9.70 萬 | 0.01% | −60.0% | 減碼 |
| Peapack Gladstone Financial Corp | 14,935 | $9.90 萬 | 0.00% | 00.0% | 不變 |
| Creative Planning | 14,941 | $9.94 萬 | 0.00% | +3,753+33.5% | 加碼 |
| Fielder Capital Group LLC | 15,105 | $10.0 萬 | 0.03% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 15,304 | $10.2 萬 | 0.00% | +389+2.6% | 加碼 |
| Coldstream Capital Management Inc | 15,556 | $10.3 萬 | 0.00% | +2,250+16.9% | 加碼 |
| Avantax Advisory Services, Inc. | 15,584 | $10.4 萬 | 0.00% | +3,121+25.0% | 加碼 |
| Provida Pension Fund Administrator | 16,216 | $10.8 萬 | 0.00% | −3,055,000−99.5% | 減碼 |
| Aviva PLC | 16,370 | $10.9 萬 | 0.00% | 00.0% | 不變 |
| PDS Planning, Inc | 16,543 | $11.0 萬 | 0.01% | +1,411+9.3% | 加碼 |
| Quadrant Capital Group LLC | 16,715 | $11.1 萬 | 0.01% | +374+2.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 16,730 | $11.1 萬 | 0.00% | +10,689+176.9% | 加碼 |
| Hilltop Holdings Inc. | 16,787 | $11.2 萬 | 0.01% | +1,476+9.6% | 加碼 |
| Ewa, LLC | 18,902 | $11.2 萬 | 0.04% | −50.0% | 減碼 |
| Vontobel Holding Ltd. | 16,977 | $11.3 萬 | 0.00% | +16,977 | 新進 |
| Checchi Capital Advisers, LLC | 17,221 | $11.5 萬 | 0.01% | 00.0% | 不變 |
| Kathmere Capital Management, LLC | 17,230 | $11.5 萬 | 0.01% | +17,230 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 17,419 | $11.6 萬 | 0.02% | 00.0% | 不變 |