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 4 季 13F 持有人
Itau Unibanco Holding S.A. 在 2025/12/31 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
- 383
- 較 2025 年第 3 季 +52 家
- 持有股數
- 12.2 億
- 較 2025 年第 3 季 +1,415 萬 (+1.2%)
- 總市值
- $87.2 億
- 較 2025 年第 3 季 −$1.12 億 (−1.3%)
- 新進機構
- 78
- 另有 217 家加碼
- 清倉機構
- 26
- 另有 82 家減碼
另有 4 家機構在 2025 年第 3 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 3 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 |
| Rossby Financial, LCC | 4 | $29 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 30 | $215 | 0.00% | 00.0% | 不變 |
| Financial Consulate, Inc | 39 | $280 | 0.00% | +39 | 新進 |
| Perkins Coie Trust Co | 50 | $358 | 0.00% | +1+2.0% | 加碼 |
| Triumph Capital Management | 59 | $422 | 0.00% | +59 | 新進 |
| UMA Financial Services, Inc. | 70 | $502 | 0.00% | +70 | 新進 |
| Turning Point Benefit Group, Inc. | 80 | $575 | 0.00% | +2+2.6% | 加碼 |
| CGC Financial Services, LLC | 93 | $666 | 0.00% | +2+2.2% | 加碼 |
| Root Financial Partners, LLC | 113 | $809 | 0.00% | +113 | 新進 |
| True Wealth Design, LLC | 121 | $863 | 0.00% | +4+3.4% | 加碼 |
| Kimelman & Baird, LLC | 150 | $1,077 | 0.00% | +4+2.7% | 加碼 |
| Central Trust Co | 150 | $1,077 | 0.00% | +150 | 新進 |
| Hollencrest Capital Management | 166 | $1,189 | 0.00% | +4+2.5% | 加碼 |
| Private Trust Co NA | 228 | $1,632 | 0.00% | +228 | 新進 |
| IMA Wealth, Inc. | 238 | $1,704 | 0.00% | +238 | 新進 |
| Northwestern Mutual Wealth Management Co | 265 | $1,898 | 0.00% | +65+32.5% | 加碼 |
| AdvisorNet Financial, Inc | 272 | $1,948 | 0.00% | +7+2.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 339 | $2,427 | 0.00% | +9+2.7% | 加碼 |
| Tompkins Financial Corp | 379 | $2,714 | 0.00% | +379 | 新進 |
| Glen Eagle Advisors, LLC | 397 | $2,845 | 0.00% | +27+7.3% | 加碼 |
| Asset Dedication, LLC | 416 | $2,980 | 0.00% | +12+3.0% | 加碼 |
| Bessemer Group Inc | 392 | $3,000 | 0.00% | −189−32.5% | 減碼 |
| SageView Advisory Group, LLC | 456 | $3,268 | 0.00% | +456 | 新進 |
| City Holding Co | 535 | $3,830 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 539 | $3,859 | 0.00% | +13+2.5% | 加碼 |
| CIBC Private Wealth Group, LLC | 540 | $3,864 | 0.00% | −371−40.7% | 減碼 |
| Clearstead Advisors, LLC | 552 | $3,953 | 0.00% | +16+3.0% | 加碼 |
| Bravera Wealth | 586 | $4,196 | 0.00% | +586 | 新進 |
| Maseco LLP | 644 | $4,614 | 0.00% | +644 | 新進 |
| Financial Management Professionals, Inc. | 756 | $5,415 | 0.00% | +22+3.0% | 加碼 |
| Raffa Wealth Management, LLC | 794 | $5,685 | 0.00% | +438+123.0% | 加碼 |
| Ancora Advisors, LLC | 812 | $5,814 | 0.00% | +812 | 新進 |
| Acumen Wealth Advisors, LLC | 820 | $5,927 | 0.00% | +820 | 新進 |
| NBC Securities, Inc. | 834 | $5,971 | 0.00% | −23−2.7% | 減碼 |
| JFS Wealth Advisors, LLC | 1,003 | $7,182 | 0.00% | +29+3.0% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 1,254 | $8,979 | 0.00% | +1,254 | 新進 |
| Quantbot Technologies LP | 1,266 | $9,065 | 0.00% | +1,266 | 新進 |
| WealthCollab, LLC | 1,391 | $9,960 | 0.00% | +40+3.0% | 加碼 |
| Allworth Financial LP | 1,464 | $1.05 萬 | 0.00% | −36−2.4% | 減碼 |
| Bell Investment Advisors, Inc | 1,465 | $1.05 萬 | 0.00% | +1,335+1,026.9% | 加碼 |
| Umb Bank N A | 1,741 | $1.25 萬 | 0.00% | +1,411+427.6% | 加碼 |
| Key Financial Inc | 1,801 | $1.29 萬 | 0.00% | +52+3.0% | 加碼 |
| Assetmark, Inc | 2,407 | $1.72 萬 | 0.00% | +583+32.0% | 加碼 |
| TD Private Client Wealth LLC | 2,659 | $1.90 萬 | 0.00% | −49−1.8% | 減碼 |
| Brown Brothers Harriman & Co | 2,938 | $2.10 萬 | 0.00% | +2,938 | 新進 |
| UBS Asset Management Americas Inc | 3,818 | $2.73 萬 | 0.00% | −135,962−97.3% | 減碼 |
| Basecamp Wealth Advisors LLC | 3,999 | $2.86 萬 | 0.01% | +3,999 | 新進 |
| MAI Capital Management | 4,108 | $2.94 萬 | 0.00% | +119+3.0% | 加碼 |
| Smartleaf Asset Management LLC | 4,255 | $3.06 萬 | 0.00% | +501+13.3% | 加碼 |
| Kestra Advisory Services, LLC | 4,299 | $3.08 萬 | 0.00% | +4,299 | 新進 |
| Bruce G. Allen Investments, LLC | 4,965 | $3.55 萬 | 0.02% | −292−5.6% | 減碼 |
| Farther Finance Advisors, LLC | 6,642 | $4.76 萬 | 0.00% | +1,901+40.1% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 7,680 | $5.50 萬 | 0.01% | +7,680 | 新進 |
| Community Bank, N.A. | 7,950 | $5.69 萬 | 0.01% | +231+3.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 8,135 | $5.82 萬 | 0.00% | +1,341+19.7% | 加碼 |
| CWM, LLC | 8,760 | $6.30 萬 | 0.00% | +594+7.3% | 加碼 |
| FNY Investment Advisers, LLC | 9,846 | $7.00 萬 | 0.02% | +9,846 | 新進 |
| Syon Capital LLC | 10,021 | $7.17 萬 | 0.00% | +10,021 | 新進 |
| Investors Research Corp | 10,091 | $7.23 萬 | 0.01% | +291+3.0% | 加碼 |
| Sivia Capital Partners, LLC | 10,190 | $7.30 萬 | 0.01% | +10,190 | 新進 |
| DGS Capital Management, LLC | 10,202 | $7.30 萬 | 0.01% | −956−8.6% | 減碼 |
| Drive Wealth Management, LLC | 10,215 | $7.32 萬 | 0.01% | +10,215 | 新進 |
| Grove Bank & Trust | 10,264 | $7.35 萬 | 0.01% | −88−0.9% | 減碼 |
| SRS Capital Advisors, Inc. | 10,314 | $7.39 萬 | 0.00% | +9,762+1,768.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 10,320 | $7.39 萬 | 0.00% | −8,212−44.3% | 減碼 |
| Ascent Group, LLC | 10,363 | $7.42 萬 | 0.00% | +10,363 | 新進 |
| HighPoint Advisor Group LLC | 10,375 | $7.43 萬 | 0.00% | +10,375 | 新進 |
| Huntington National Bank | 10,895 | $7.80 萬 | 0.00% | +1,092+11.1% | 加碼 |
| Parallel Advisors, LLC | 11,547 | $8.27 萬 | 0.00% | +959+9.1% | 加碼 |
| Bridgefront Capital, LLC | 11,681 | $8.36 萬 | 0.02% | −7,830−40.1% | 減碼 |
| GWM Advisors LLC | 12,088 | $8.65 萬 | 0.00% | −210−1.7% | 減碼 |
| Aquatic Capital Management LLC | 12,533 | $8.97 萬 | 0.00% | +12,533 | 新進 |
| Merit Financial Group, LLC | 12,559 | $8.99 萬 | 0.00% | +214+1.7% | 加碼 |
| Alta Capital Management LLC | 12,971 | $9.29 萬 | 0.01% | −1,054−7.5% | 減碼 |
| Signaturefd, LLC | 13,190 | $9.44 萬 | 0.00% | +524+4.1% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,390 | $9.59 萬 | 0.00% | −16,610−55.4% | 減碼 |
| GAMMA Investing LLC | 13,439 | $9.62 萬 | 0.00% | +3,950+41.6% | 加碼 |
| Flatrock Wealth Partners LLC | 13,596 | $9.83 萬 | 0.05% | +13,596 | 新進 |
| Warren Averett Asset Management, LLC | 14,117 | $10.1 萬 | 0.00% | +682+5.1% | 加碼 |
| Ewa, LLC | 14,403 | $10.3 萬 | 0.03% | −973−6.3% | 減碼 |
| Stratos Wealth Partners, LTD. | 14,471 | $10.4 萬 | 0.00% | −2,408−14.3% | 減碼 |
| Rathbone Brothers plc | 15,862 | $11.4 萬 | 0.00% | +462+3.0% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,882 | $11.4 萬 | 0.00% | +15,882 | 新進 |
| Bayforest Capital Ltd | 15,967 | $11.4 萬 | 0.09% | −22,397−58.4% | 減碼 |
| Athena Wealth Management, LLC | 16,074 | $11.5 萬 | 0.11% | +16,074 | 新進 |
| Xponance, Inc. | 16,193 | $11.6 萬 | 0.00% | −2,162−11.8% | 減碼 |
| Evergreen Capital Management LLC | 16,185 | $11.7 萬 | 0.00% | −47,508−74.6% | 減碼 |
| Mondrian Investment Partners LTD | 16,471 | $11.8 萬 | 0.00% | +4,175+34.0% | 加碼 |
| First Horizon Corp | 16,873 | $12.1 萬 | 0.01% | +8,631+104.7% | 加碼 |
| May Hill Capital, LLC | 17,331 | $12.4 萬 | 0.03% | +17,331 | 新進 |
| Van Eck Associates Corp | 17,602 | $12.6 萬 | 0.00% | +3,915+28.6% | 加碼 |
| Mercer Global Advisors Inc | 17,607 | $12.6 萬 | 0.00% | +2,918+19.9% | 加碼 |
| West Family Investments, Inc. | 17,760 | $12.7 萬 | 0.03% | +515+3.0% | 加碼 |
| Aviva PLC | 18,547 | $13.3 萬 | 0.00% | +540+3.0% | 加碼 |
| Hilltop Holdings Inc. | 18,957 | $13.6 萬 | 0.01% | +1,041+5.8% | 加碼 |
| Hamilton Capital, LLC | 18,983 | $13.6 萬 | 0.01% | +18,983 | 新進 |
| Bayesian Capital Management, LP | 19,128 | $13.7 萬 | 0.31% | +19,128 | 新進 |
| Fielder Capital Group LLC | 19,380 | $13.9 萬 | 0.03% | +564+3.0% | 加碼 |
| Tudor Investment Corp Et Al | 19,597 | $14.0 萬 | 0.00% | +19,597 | 新進 |