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。
2025 年第 2 季 13F 持有人
Itau Unibanco Holding S.A. 在 2025/6/30 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
- 333
- 較 2025 年第 1 季 +23 家
- 持有股數
- 11.5 億
- 較 2025 年第 1 季 +1.40 億 (+13.8%)
- 總市值
- $77.8 億
- 較 2025 年第 1 季 +$22.5 億 (+40.7%)
- 新進機構
- 51
- 另有 120 家加碼
- 清倉機構
- 28
- 另有 114 家減碼
另有 6 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Danske Bank A/S | 1 | $7 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 22 | $149 | 0.00% | −573−96.3% | 減碼 |
| National Bank of Canada | 30 | $204 | 0.00% | +30 | 新進 |
| Perkins Coie Trust Co | 49 | $332 | 0.00% | 00.0% | 不變 |
| CGC Financial Services, LLC | 91 | $618 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 130 | $883 | 0.00% | 00.0% | 不變 |
| Kimelman & Baird, LLC | 146 | $992 | 0.00% | 00.0% | 不變 |
| Horizon Investments, LLC | 156 | $1,058 | 0.00% | +156 | 新進 |
| Hollencrest Capital Management | 162 | $1,100 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 180 | $1,222 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 265 | $1,799 | 0.00% | −11−4.0% | 減碼 |
| First Horizon Advisors, Inc. | 313 | $2,126 | 0.00% | −1−0.3% | 減碼 |
| Federation des caisses Desjardins du Quebec | 330 | $2,241 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 330 | $2,241 | 0.00% | +330 | 新進 |
| Glen Eagle Advisors, LLC | 365 | $2,477 | 0.00% | +1+0.3% | 加碼 |
| Binnacle Investments Inc | 379 | $2,573 | 0.00% | −1−0.3% | 減碼 |
| Beacon Capital Management, LLC | 394 | $2,672 | 0.00% | +1+0.3% | 加碼 |
| Brown Brothers Harriman & Co | 424 | $2,879 | 0.00% | +424 | 新進 |
| Highline Wealth Partners LLC | 462 | $3,137 | 0.00% | +269+139.4% | 加碼 |
| Clearstead Advisors, LLC | 536 | $3,640 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 600 | $4,074 | 0.00% | +600 | 新進 |
| CIBC Private Wealth Group, LLC | 636 | $4,318 | 0.00% | −439−40.8% | 減碼 |
| NewSquare Capital LLC | 730 | $4,957 | 0.00% | 00.0% | 不變 |
| Sierra Ocean, LLC | 798 | $5,418 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 880 | $5,976 | 0.00% | +321+57.4% | 加碼 |
| NBC Securities, Inc. | 891 | $6,000 | 0.00% | −8−0.9% | 減碼 |
| JFS Wealth Advisors, LLC | 974 | $6,614 | 0.00% | 00.0% | 不變 |
| Whipplewood Advisors, LLC | 1,022 | $6,940 | 0.00% | +155+17.9% | 加碼 |
| TSFG, LLC | 1,000 | $7,000 | 0.00% | +1,000 | 新進 |
| Mizuho Securities Co. Ltd. | 1,205 | $8,182 | 0.03% | +1,205 | 新進 |
| Annis Gardner Whiting Capital Advisors, LLC | 1,218 | $8,271 | 0.00% | +1,218 | 新進 |
| WealthCollab, LLC | 1,351 | $9,174 | 0.01% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 1,530 | $1.04 萬 | 0.01% | +1,442+1,638.6% | 加碼 |
| Twin Peaks Wealth Advisors, LLC | 1,531 | $1.09 萬 | 0.00% | +1,531 | 新進 |
| Key Financial Inc | 1,749 | $1.19 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 2,180 | $1.48 萬 | 0.00% | −18−0.8% | 減碼 |
| Tortoise Investment Management, LLC | 2,415 | $1.64 萬 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 2,539 | $1.68 萬 | 0.00% | +2,539 | 新進 |
| TD Private Client Wealth LLC | 2,591 | $1.76 萬 | 0.00% | +10.0% | 加碼 |
| Principal Securities, Inc. | 2,738 | $1.86 萬 | 0.00% | +742+37.2% | 加碼 |
| SRS Capital Advisors, Inc. | 2,759 | $1.87 萬 | 0.00% | +2,759 | 新進 |
| Leonteq Securities AG | 2,806 | $1.91 萬 | 0.00% | −8,523−75.2% | 減碼 |
| Global Retirement Partners, LLC | 3,248 | $2.21 萬 | 0.00% | +3,248 | 新進 |
| Migdal Insurance & Financial Holdings Ltd. | 3,959 | $2.60 萬 | 0.00% | −10.0% | 減碼 |
| Farther Finance Advisors, LLC | 4,318 | $2.93 萬 | 0.00% | +4,201+3,590.6% | 加碼 |
| Bruce G. Allen Investments, LLC | 5,257 | $3.57 萬 | 0.03% | −336−6.0% | 減碼 |
| MAI Capital Management | 6,092 | $4.14 萬 | 0.00% | +6,092 | 新進 |
| EverSource Wealth Advisors, LLC | 6,966 | $4.73 萬 | 0.00% | +5,355+332.4% | 加碼 |
| CWM, LLC | 8,166 | $5.50 萬 | 0.00% | +1,085+15.3% | 加碼 |
| Huntington National Bank | 9,362 | $6.36 萬 | 0.00% | −1,160−11.0% | 減碼 |
| Van Eck Associates Corp | 9,611 | $6.50 萬 | 0.00% | +1,373+16.7% | 加碼 |
| GAMMA Investing LLC | 9,667 | $6.56 萬 | 0.00% | +5,167+114.8% | 加碼 |
| GeoWealth Management, LLC | 9,675 | $6.57 萬 | 0.00% | +9,675 | 新進 |
| Investors Research Corp | 9,800 | $6.65 萬 | 0.01% | 00.0% | 不變 |
| Park Avenue Securities LLC | 10,232 | $6.90 萬 | 0.00% | +10,232 | 新進 |
| Parallel Advisors, LLC | 10,195 | $6.92 萬 | 0.00% | +2,455+31.7% | 加碼 |
| Atlas Capital Advisors LLC | 10,759 | $7.31 萬 | 0.01% | +10,298+2,233.8% | 加碼 |
| Sunpointe, LLC | 10,777 | $7.38 萬 | 0.03% | −430−3.8% | 減碼 |
| GWM Advisors LLC | 11,497 | $7.81 萬 | 0.00% | −1,269−9.9% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 11,715 | $7.95 萬 | 0.00% | 00.0% | 不變 |
| Bank of Montreal | 12,082 | $8.20 萬 | 0.00% | −465−3.7% | 減碼 |
| Merit Financial Group, LLC | 12,431 | $8.44 萬 | 0.00% | +12,431 | 新進 |
| Massachusetts Financial Services Co | 12,583 | $8.54 萬 | 0.00% | +85+0.7% | 加碼 |
| Grove Bank & Trust | 12,697 | $8.62 萬 | 0.01% | −154−1.2% | 減碼 |
| Keybank National Association | 12,920 | $8.77 萬 | 0.00% | −396−3.0% | 減碼 |
| Altfest L J & Co Inc | 13,142 | $8.92 萬 | 0.01% | −5,392−29.1% | 減碼 |
| Warren Averett Asset Management, LLC | 13,435 | $9.12 萬 | 0.00% | −1,420−9.6% | 減碼 |
| Signaturefd, LLC | 13,530 | $9.19 萬 | 0.00% | +110+0.8% | 加碼 |
| Avantax Advisory Services, Inc. | 13,832 | $9.39 萬 | 0.00% | −58−0.4% | 減碼 |
| Colony Group, LLC | 13,971 | $9.49 萬 | 0.00% | +13,971 | 新進 |
| Alta Capital Management LLC | 14,025 | $9.52 萬 | 0.01% | +2,740+24.3% | 加碼 |
| Coldstream Capital Management Inc | 14,045 | $9.54 萬 | 0.00% | −314−2.2% | 減碼 |
| Virtu Financial LLC | 14,310 | $9.70 萬 | 0.00% | −246,479−94.5% | 減碼 |
| Mount Yale Investment Advisors, LLC | 14,797 | $10.0 萬 | 0.01% | +332+2.3% | 加碼 |
| Rathbone Brothers plc | 15,400 | $10.5 萬 | 0.00% | 00.0% | 不變 |
| Ewa, LLC | 15,529 | $10.5 萬 | 0.03% | −52−0.3% | 減碼 |
| Citadel Advisors LLC | 16,415 | $11.1 萬 | 0.00% | −401,534−96.1% | 減碼 |
| Rehmann Capital Advisory Group | 16,463 | $11.2 萬 | 0.01% | −823−4.8% | 減碼 |
| Hamilton Capital, LLC | 16,790 | $11.4 萬 | 0.01% | +709+4.4% | 加碼 |
| Mercer Global Advisors Inc | 16,875 | $11.5 萬 | 0.00% | −3,451−17.0% | 減碼 |
| West Family Investments, Inc. | 17,245 | $11.7 萬 | 0.03% | +17,245 | 新進 |
| Aviso Financial Inc. | 17,270 | $11.7 萬 | 0.01% | +1,010+6.2% | 加碼 |
| Xponance, Inc. | 17,281 | $11.7 萬 | 0.00% | +118+0.7% | 加碼 |
| Hilltop Holdings Inc. | 17,823 | $12.1 萬 | 0.01% | +191+1.1% | 加碼 |
| Provida Pension Fund Administrator | 17,835 | $12.1 萬 | 0.00% | 00.0% | 不變 |
| Aviva PLC | 18,007 | $12.2 萬 | 0.00% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 18,050 | $12.3 萬 | 0.00% | −1,206−6.3% | 減碼 |
| Captrust Financial Advisors | 18,784 | $12.8 萬 | 0.00% | −5,488−22.6% | 減碼 |
| Fielder Capital Group LLC | 18,816 | $12.8 萬 | 0.03% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 18,831 | $12.8 萬 | 0.00% | +9,696+106.1% | 加碼 |
| Cetera Investment Advisers | 19,926 | $13.5 萬 | 0.00% | −2,803−12.3% | 減碼 |
| Ieq Capital, LLC | 20,111 | $13.7 萬 | 0.00% | +8,491+73.1% | 加碼 |
| NewEdge Wealth, LLC | 20,127 | $13.7 萬 | 0.00% | −22,138−52.4% | 減碼 |
| Fortress Private Ledger, LLC | 20,371 | $13.8 萬 | 0.06% | +7,234+55.1% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 20,900 | $14.2 萬 | 0.00% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 21,061 | $14.3 萬 | 0.00% | −292−1.4% | 減碼 |
| Quadrant Capital Group LLC | 21,069 | $14.3 萬 | 0.01% | −6,950−24.8% | 減碼 |
| Union Bancaire Privee, UBP SA | 22,000 | $14.6 萬 | 0.00% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 22,151 | $15.3 萬 | 0.00% | −3,305−13.0% | 減碼 |
| Checchi Capital Advisers, LLC | 24,982 | $17.0 萬 | 0.01% | +190+0.8% | 加碼 |