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 4 季 13F 持有人
Itau Unibanco Holding S.A. 在 2024/12/31 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
- 332
- 較 2024 年第 3 季 −10 家
- 持有股數
- 8.95 億
- 較 2024 年第 3 季 −24.9 萬 (0.0%)
- 總市值
- $44.3 億
- 較 2024 年第 3 季 −$12.8 億 (−22.5%)
- 新進機構
- 45
- 另有 97 家加碼
- 清倉機構
- 55
- 另有 138 家減碼
另有 6 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| CGC Financial Services, LLC | 83 | $412 | 0.00% | 00.0% | 不變 |
| Richardson Financial Services Inc. | 103 | $511 | 0.00% | −103−50.0% | 減碼 |
| Creekmur Asset Management LLC | 110 | $546 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 117 | $580 | 0.00% | +117 | 新進 |
| Bell Investment Advisors, Inc | 119 | $591 | 0.00% | 00.0% | 不變 |
| Kimelman & Baird, LLC | 133 | $660 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 148 | $734 | 0.00% | 00.0% | 不變 |
| Horizon Investments, LLC | 154 | $762 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 164 | $813 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 167 | $828 | 0.00% | −239−58.9% | 減碼 |
| Farther Finance Advisors, LLC | 201 | $999 | 0.00% | −194−49.1% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 222 | $1,000 | 0.00% | +222 | 新進 |
| Bogart Wealth, LLC | 232 | $1,151 | 0.00% | +232 | 新進 |
| AdvisorNet Financial, Inc | 241 | $1,195 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 249 | $1,235 | 0.00% | +249 | 新進 |
| First Horizon Advisors, Inc. | 285 | $1,413 | 0.00% | −465−62.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 300 | $1,488 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 314 | $1,560 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 339 | $1,683 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 416 | $2,063 | 0.00% | +416 | 新進 |
| CIBC Private Wealth Group, LLC | 451 | $2,300 | 0.00% | 00.0% | 不變 |
| Glass Jacobson Investment Advisors llc | 526 | $2,609 | 0.00% | +526 | 新進 |
| Allworth Financial LP | 548 | $2,998 | 0.00% | 00.0% | 不變 |
| Kestra Investment Management, LLC | 801 | $3,973 | 0.00% | +801 | 新進 |
| Whipplewood Advisors, LLC | 940 | $4,662 | 0.00% | +940 | 新進 |
| Parallel Advisors, LLC | 959 | $4,757 | 0.00% | −6,825−87.7% | 減碼 |
| JFS Wealth Advisors, LLC | 1,035 | $5,134 | 0.00% | 00.0% | 不變 |
| Sierra Ocean, LLC | 1,196 | $5,932 | 0.00% | +1,196 | 新進 |
| WealthCollab, LLC | 1,229 | $6,096 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 1,350 | $6,696 | 0.00% | −578−30.0% | 減碼 |
| Key Financial Inc | 1,590 | $7,886 | 0.00% | 00.0% | 不變 |
| Skopos Labs, Inc. | 1,798 | $8,898 | 0.00% | +197+12.3% | 加碼 |
| Geneos Wealth Management Inc. | 1,987 | $9,856 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 1,996 | $9,900 | 0.00% | −2−0.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,035 | $1.01 萬 | 0.00% | −635−23.8% | 減碼 |
| Tortoise Investment Management, LLC | 2,196 | $1.09 萬 | 0.00% | 00.0% | 不變 |
| R Squared Ltd | 2,280 | $1.13 萬 | 0.01% | +2,280 | 新進 |
| TD Private Client Wealth LLC | 2,453 | $1.22 萬 | 0.00% | +337+15.9% | 加碼 |
| Global Retirement Partners, LLC | 2,772 | $1.37 萬 | 0.00% | −178−6.0% | 減碼 |
| Park Place Capital Corp | 2,838 | $1.41 萬 | 0.00% | +430+17.9% | 加碼 |
| Mather Group, LLC. | 2,968 | $1.47 萬 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,282 | $1.63 萬 | 0.00% | +424+14.8% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 3,600 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 3,838 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Advisors Preferred, LLC | 4,169 | $2.06 萬 | 0.00% | +4,169 | 新進 |
| Clearstead Advisors, LLC | 4,319 | $2.14 萬 | 0.00% | 00.0% | 不變 |
| Credit Agricole S A | 4,392 | $2.18 萬 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 4,563 | $2.26 萬 | 0.00% | −837−15.5% | 減碼 |
| Bruce G. Allen Investments, LLC | 5,217 | $2.59 萬 | 0.02% | −96−1.8% | 減碼 |
| Hilltop National Bank | 5,722 | $2.84 萬 | 0.01% | 00.0% | 不變 |
| Van Eck Associates Corp | 6,088 | $3.00 萬 | 0.00% | +17+0.3% | 加碼 |
| CWM, LLC | 6,250 | $3.10 萬 | 0.00% | −940−13.1% | 減碼 |
| Bessemer Group Inc | 7,000 | $3.50 萬 | 0.00% | +7,000 | 新進 |
| Lindbrook Capital, LLC | 8,221 | $4.08 萬 | 0.00% | −3,504−29.9% | 減碼 |
| Investors Research Corp | 8,911 | $4.42 萬 | 0.01% | 00.0% | 不變 |
| Huntington National Bank | 9,692 | $4.81 萬 | 0.00% | −304−3.0% | 減碼 |
| National Philanthropic Trust | 10,000 | $4.96 萬 | 0.00% | +10,000 | 新進 |
| Sunpointe, LLC | 10,190 | $5.17 萬 | 0.03% | −746−6.8% | 減碼 |
| Keybank National Association | 10,521 | $5.22 萬 | 0.00% | −1,826−14.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 10,650 | $5.28 萬 | 0.00% | −33,500−75.9% | 減碼 |
| Altfest L J & Co Inc | 11,040 | $5.48 萬 | 0.01% | −747−6.3% | 減碼 |
| Massachusetts Financial Services Co | 11,362 | $5.64 萬 | 0.00% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 11,415 | $5.66 萬 | 0.00% | +11,415 | 新進 |
| Avantax Advisory Services, Inc. | 11,422 | $5.67 萬 | 0.00% | −4,162−26.7% | 減碼 |
| Fulton Bank, N.A. | 11,522 | $5.71 萬 | 0.00% | −125−1.1% | 減碼 |
| Tiaa Trust, National Association | 11,751 | $5.83 萬 | 0.00% | +521+4.6% | 加碼 |
| Coldstream Capital Management Inc | 11,910 | $5.91 萬 | 0.00% | −3,646−23.4% | 減碼 |
| Signaturefd, LLC | 12,260 | $6.08 萬 | 0.00% | +11,961+4,000.3% | 加碼 |
| Snowden Capital Advisors LLC | 11,932 | $6.11 萬 | 0.00% | −980−7.6% | 減碼 |
| Bank of Montreal | 12,469 | $6.18 萬 | 0.00% | +74+0.6% | 加碼 |
| Grove Bank & Trust | 12,514 | $6.21 萬 | 0.01% | −1,323−9.6% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 13,095 | $6.38 萬 | 0.00% | +13,095 | 新進 |
| Aviso Financial Inc. | 12,872 | $6.38 萬 | 0.00% | +1,451+12.7% | 加碼 |
| Sivia Capital Partners, LLC | 12,892 | $6.39 萬 | 0.03% | −1,070−7.7% | 減碼 |
| Warren Averett Asset Management, LLC | 13,505 | $6.70 萬 | 0.00% | +13,505 | 新進 |
| Sagespring Wealth Partners, LLC | 13,602 | $6.75 萬 | 0.00% | +13,602 | 新進 |
| PDS Planning, Inc | 13,675 | $6.78 萬 | 0.01% | −2,868−17.3% | 減碼 |
| Hamilton Capital, LLC | 13,918 | $6.90 萬 | 0.01% | −2,118−13.2% | 減碼 |
| Rathbone Brothers plc | 14,000 | $6.94 萬 | 0.00% | 00.0% | 不變 |
| Ewa, LLC | 14,200 | $7.04 萬 | 0.03% | −4,702−24.9% | 減碼 |
| Colony Group, LLC | 14,825 | $7.36 萬 | 0.00% | +938+6.8% | 加碼 |
| Checchi Capital Advisers, LLC | 15,996 | $7.93 萬 | 0.01% | −1,225−7.1% | 減碼 |
| Wetherby Asset Management Inc | 16,120 | $8.00 萬 | 0.00% | +816+5.3% | 加碼 |
| Provida Pension Fund Administrator | 16,216 | $8.04 萬 | 0.00% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 16,229 | $8.05 萬 | 0.00% | −20,395−55.7% | 減碼 |
| Aviva PLC | 16,370 | $8.12 萬 | 0.00% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 16,763 | $8.31 萬 | 0.01% | −24−0.1% | 減碼 |
| Peapack Gladstone Financial Corp | 16,935 | $8.40 萬 | 0.00% | +2,000+13.4% | 加碼 |
| Schechter Investment Advisors, LLC | 17,070 | $8.47 萬 | 0.01% | −833−4.7% | 減碼 |
| Fielder Capital Group LLC | 17,106 | $8.48 萬 | 0.03% | +2,001+13.2% | 加碼 |
| CI Private Wealth, LLC | 17,821 | $8.84 萬 | 0.00% | −7,009−28.2% | 減碼 |
| Flputnam Investment Management Co | 17,986 | $8.92 萬 | 0.00% | −897−4.8% | 減碼 |
| Leonteq Securities AG | 18,894 | $9.37 萬 | 0.01% | +18,030+2,086.8% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 17,217 | $9.42 萬 | 0.00% | +17,217 | 新進 |
| Stifel Financial Corp | 19,350 | $9.60 萬 | 0.00% | +5,196+36.7% | 加碼 |
| Marex Group plc | 19,354 | $9.60 萬 | 0.00% | +19,354 | 新進 |
| Allspring Global Investments Holdings, LLC | 19,819 | $9.81 萬 | 0.00% | +3,089+18.5% | 加碼 |
| Old National Bancorp | 19,896 | $9.87 萬 | 0.00% | +1,289+6.9% | 加碼 |
| Union Bancaire Privee, UBP SA | 20,000 | $10.0 萬 | 0.00% | +20,000 | 新進 |
| Quadrant Capital Group LLC | 20,798 | $10.3 萬 | 0.01% | +4,083+24.4% | 加碼 |