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 |
|---|---|---|---|---|---|
| R Squared Ltd | 19,605 | $14.0 萬 | 0.07% | −1,304−6.2% | 減碼 |
| Frec Markets, Inc. | 20,135 | $14.4 萬 | 0.04% | +20,135 | 新進 |
| LGT Group Foundation | 20,391 | $14.7 萬 | 0.00% | +20,391 | 新進 |
| Captrust Financial Advisors | 20,684 | $14.8 萬 | 0.00% | +1,434+7.4% | 加碼 |
| Colony Group, LLC | 21,029 | $15.2 萬 | 0.00% | +2,124+11.2% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 21,527 | $15.4 萬 | 0.00% | +627+3.0% | 加碼 |
| NewEdge Wealth, LLC | 21,670 | $15.5 萬 | 0.00% | +591+2.8% | 加碼 |
| SPX Equities Gestao de Recursos Ltda | 22,194 | $15.9 萬 | 0.02% | −1,651,888−98.7% | 減碼 |
| Aviso Financial Inc. | 22,241 | $15.9 萬 | 0.01% | +2,135+10.6% | 加碼 |
| United Capital Financial Advisers, LLC | 22,643 | $16.2 萬 | 0.00% | +1,569+7.4% | 加碼 |
| Union Bancaire Privee, UBP SA | 22,660 | $16.3 萬 | 0.00% | +660+3.0% | 加碼 |
| Cresset Asset Management, LLC | 22,815 | $16.3 萬 | 0.00% | +664+3.0% | 加碼 |
| Transcend Wealth Collective, LLC | 23,193 | $16.6 萬 | 0.01% | +7,459+47.4% | 加碼 |
| PharVision Advisers, LLC | 23,256 | $16.7 萬 | 0.08% | +7,818+50.6% | 加碼 |
| Park Avenue Securities LLC | 23,388 | $16.7 萬 | 0.00% | +11,366+94.5% | 加碼 |
| Navi International - Administradora e Gestora de Recursos Financeiros Ltda. | 24,298 | $17.4 萬 | 0.11% | +24,298 | 新進 |
| Coldstream Capital Management Inc | 25,003 | $17.9 萬 | 0.00% | −876−3.4% | 減碼 |
| PDS Planning, Inc | 25,422 | $18.2 萬 | 0.01% | +825+3.4% | 加碼 |
| Checchi Capital Advisers, LLC | 26,012 | $18.6 萬 | 0.01% | +1,030+4.1% | 加碼 |
| Kathmere Capital Management, LLC | 26,776 | $19.2 萬 | 0.01% | +673+2.6% | 加碼 |
| Benjamin Edwards Inc | 27,209 | $19.5 萬 | 0.00% | +6,865+33.7% | 加碼 |
| Neuberger Berman Group LLC | 27,949 | $20.0 萬 | 0.00% | +241+0.9% | 加碼 |
| Clear Street Markets LLC | 29,097 | $20.8 萬 | 0.04% | +29,097 | 新進 |
| Atlas Capital Advisors LLC | 29,921 | $21.4 萬 | 0.02% | +29,921 | 新進 |
| HighTower Advisors, LLC | 29,924 | $21.4 萬 | 0.00% | +1,785+6.3% | 加碼 |
| Aaron Wealth Advisors | 30,188 | $21.6 萬 | 0.01% | +30,188 | 新進 |
| Sagespring Wealth Partners, LLC | 31,162 | $22.3 萬 | 0.00% | +2,656+9.3% | 加碼 |
| Winton Group Ltd | 31,236 | $22.4 萬 | 0.01% | +31,236 | 新進 |
| Toroso Investments, LLC | 31,404 | $22.5 萬 | 0.00% | +31,404 | 新進 |
| Federated Hermes, Inc. | 31,849 | $22.8 萬 | 0.00% | +31,849 | 新進 |
| Metis Global Partners, LLC | 32,774 | $23.5 萬 | 0.01% | +567+1.8% | 加碼 |
| Cetera Investment Advisers | 32,943 | $23.6 萬 | 0.00% | −2,567−7.2% | 減碼 |
| Savant Capital, LLC | 33,172 | $23.8 萬 | 0.00% | +2,717+8.9% | 加碼 |
| Bank of Montreal | 33,276 | $23.8 萬 | 0.00% | +19,797+146.9% | 加碼 |
| Vontobel Holding Ltd. | 33,474 | $24.0 萬 | 0.00% | +11,275+50.8% | 加碼 |
| J.Safra Asset Management Corp | 34,329 | $24.6 萬 | 0.01% | +34,329 | 新進 |
| Scientech Research LLC | 34,667 | $24.8 萬 | 0.16% | +34,667 | 新進 |
| Banco Santander, S.A. | 34,774 | $24.9 萬 | 0.00% | −33,013−48.7% | 減碼 |
| Leonteq Securities AG | 34,888 | $25.0 萬 | 0.01% | +16,010+84.8% | 加碼 |
| Insigneo Advisory Services, LLC | 35,136 | $25.2 萬 | 0.02% | −7,458−17.5% | 減碼 |
| SG Americas Securities, LLC | 35,395 | $25.3 萬 | 0.00% | −80,021−69.3% | 減碼 |
| Ballentine Partners, LLC | 35,716 | $25.6 萬 | 0.00% | +6,146+20.8% | 加碼 |
| Fortress Private Ledger, LLC | 36,232 | $25.9 萬 | 0.09% | +14,900+69.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 36,008 | $26.0 萬 | 0.00% | +9,745+37.1% | 加碼 |
| Tuttle Tactical Management | 36,969 | $26.5 萬 | 0.59% | +36,969 | 新進 |
| Stephens Inc | 39,012 | $27.9 萬 | 0.00% | +2,124+5.8% | 加碼 |
| HBK Sorce Advisory LLC | 32,055 | $28.8 萬 | 0.01% | +913+2.9% | 加碼 |
| Rockefeller Capital Management L.P. | 40,594 | $29.1 萬 | 0.00% | +33,816+498.9% | 加碼 |
| Gould Asset Management LLC | 40,777 | $29.2 萬 | 0.05% | +1,187+3.0% | 加碼 |
| Flputnam Investment Management Co | 41,919 | $30.0 萬 | 0.00% | +2,255+5.7% | 加碼 |
| Caitong International Asset Management Co., Ltd | 42,738 | $30.6 萬 | 0.07% | +33,772+376.7% | 加碼 |
| Thornburg Investment Management Inc | 42,993 | $30.8 萬 | 0.00% | +673+1.6% | 加碼 |
| Aigen Investment Management, LP | 43,916 | $31.4 萬 | 0.07% | +24,045+121.0% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 46,666 | $33.4 萬 | 0.02% | +1,357+3.0% | 加碼 |
| Johnson Investment Counsel Inc | 47,807 | $34.2 萬 | 0.00% | +12,641+35.9% | 加碼 |
| Candriam Luxembourg S.C.A. | 47,829 | $34.2 萬 | 0.00% | −10,435−17.9% | 減碼 |
| Stifel Financial Corp | 47,907 | $34.3 萬 | 0.00% | +16,572+52.9% | 加碼 |
| Fairtree Asset Management (Pty) Ltd | 49,127 | $35.2 萬 | 0.16% | +49,127 | 新進 |
| Pekin Hardy Strauss, Inc. | 51,326 | $36.7 萬 | 0.03% | +1,521+3.1% | 加碼 |
| Nordea Investment Management AB | 51,580 | $37.0 萬 | 0.00% | −5,162−9.1% | 減碼 |
| Engineers Gate Manager LP | 51,706 | $37.0 萬 | 0.00% | +3,634+7.6% | 加碼 |
| MML Investors Services, LLC | 52,393 | $37.5 萬 | 0.00% | +13,035+33.1% | 加碼 |
| Ronald Blue Trust, Inc. | 52,927 | $37.9 萬 | 0.00% | −1,452−2.7% | 減碼 |
| Integrated Wealth Concepts LLC | 53,299 | $38.2 萬 | 0.00% | +6,657+14.3% | 加碼 |
| CI Private Wealth, LLC | 55,542 | $39.8 萬 | 0.00% | +14,411+35.0% | 加碼 |
| Spire Wealth Management | 60,161 | $43.1 萬 | 0.01% | +4,482+8.0% | 加碼 |
| Guggenheim Capital LLC | 61,028 | $43.7 萬 | 0.00% | −1,392−2.2% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 64,054 | $45.9 萬 | 0.00% | +4,282+7.2% | 加碼 |
| We Are One Seven, LLC | 64,213 | $46.0 萬 | 0.01% | +5,293+9.0% | 加碼 |
| Qtron Investments LLC | 67,614 | $48.4 萬 | 0.06% | −12,384−15.5% | 減碼 |
| Sequoia Financial Advisors, LLC | 67,901 | $48.6 萬 | 0.00% | +2,080+3.2% | 加碼 |
| Yousif Capital Management, LLC | 65,655 | $48.9 萬 | 0.01% | +1,911+3.0% | 加碼 |
| Cerity Partners LLC | 69,098 | $49.5 萬 | 0.00% | −1,518−2.1% | 減碼 |
| Shelton Capital Management | 70,328 | $50.4 萬 | 0.01% | +70,328 | 新進 |
| Wealth Alliance | 71,025 | $50.9 萬 | 0.05% | +3,054+4.5% | 加碼 |
| Naviter Wealth, LLC | 71,716 | $51.4 萬 | 0.07% | −3,491−4.6% | 減碼 |
| CIBC World Markets Inc. | 72,729 | $52.1 萬 | 0.00% | +55,750+328.3% | 加碼 |
| Global Retirement Partners, LLC | 72,748 | $52.1 萬 | 0.01% | +68,745+1,717.3% | 加碼 |
| Baldwin Investment Management, LLC | 74,449 | $53.3 萬 | 0.06% | +2,161+3.0% | 加碼 |
| M&T Bank Corp | 74,468 | $53.3 萬 | 0.00% | +74,468 | 新進 |
| Laird Norton Trust Company, LLC | 77,579 | $55.6 萬 | 0.01% | +77,579 | 新進 |
| Pavaki Capital Management LLC | 82,400 | $59.0 萬 | 0.41% | +82,400 | 新進 |
| JustInvest LLC | 84,297 | $60.4 萬 | 0.01% | +14,282+20.4% | 加碼 |
| London & Capital Asset Management Ltd | 84,975 | $60.9 萬 | 0.01% | +2,475+3.0% | 加碼 |
| Advisor Group Holdings, Inc. | 86,737 | $62.1 萬 | 0.00% | −279−0.3% | 減碼 |
| US Bancorp | 87,276 | $62.5 萬 | 0.00% | +4,618+5.6% | 加碼 |
| Fifth Third Bancorp | 88,243 | $63.2 萬 | 0.00% | +5,750+7.0% | 加碼 |
| CAPROCK Group, Inc. | 91,035 | $65.2 萬 | 0.01% | +6,838+8.1% | 加碼 |
| TT International Asset Management LTD | 115,360 | $65.4 萬 | 0.14% | −24,640−17.6% | 減碼 |
| Bluefin Capital Management, LLC | 92,698 | $66.4 萬 | 0.19% | +92,698 | 新進 |
| Mirabella Financial Services LLP | 95,522 | $68.4 萬 | 0.07% | +95,522 | 新進 |
| First Trust Advisors LP | 100,969 | $72.3 萬 | 0.00% | +17,653+21.2% | 加碼 |
| Massachusetts Financial Services Co | 101,084 | $72.4 萬 | 0.00% | +71,865+246.0% | 加碼 |
| AQR Capital Management LLC | 101,449 | $72.6 萬 | 0.00% | +23,636+30.4% | 加碼 |
| Ieq Capital, LLC | 101,861 | $72.9 萬 | 0.00% | +43,477+74.5% | 加碼 |
| QRG Capital Management, Inc. | 102,205 | $73.2 萬 | 0.01% | +27,065+36.0% | 加碼 |
| Gsa Capital Partners LLP | 102,987 | $73.7 萬 | 0.06% | +102,987 | 新進 |
| Legacy Wealth Asset Management, LLC | 103,422 | $74.1 萬 | 0.18% | +1,206+1.2% | 加碼 |
| Brinker Capital Investments, LLC | 103,955 | $74.4 萬 | 0.01% | −1,176−1.1% | 減碼 |
| Acadian Asset Management LLC | 106,492 | $76.0 萬 | 0.00% | +80,505+309.8% | 加碼 |