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。
2026 年第 1 季 13F 持有人
Itau Unibanco Holding S.A. 在 2026/3/31 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
- 389
- 較 2025 年第 4 季 +11 家
- 持有股數
- 12.0 億
- 較 2025 年第 4 季 +1,175 萬 (+1.0%)
- 總市值
- $100.3 億
- 較 2025 年第 4 季 +$14.9 億 (+17.4%)
- 新進機構
- 61
- 另有 154 家加碼
- 清倉機構
- 50
- 另有 123 家減碼
另有 5 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Danske Bank A/S | 2 | $17 | 0.00% | +1+100.0% | 加碼 |
| Walleye Capital LLC | 3 | $25 | 0.00% | +3 | 新進 |
| National Bank of Canada | 30 | $252 | 0.00% | 00.0% | 不變 |
| Perkins Coie Trust Co | 50 | $419 | 0.00% | 00.0% | 不變 |
| Frazier Financial Advisors, LLC | 51 | $428 | 0.00% | +51 | 新進 |
| Cornerstone Financial Management LLC | 62 | $520 | 0.00% | +62 | 新進 |
| UMA Financial Services, Inc. | 70 | $587 | 0.00% | 00.0% | 不變 |
| Align Financial, LLC | 74 | $620 | 0.00% | +74 | 新進 |
| Harbour Investments, Inc. | 95 | $796 | 0.00% | +95 | 新進 |
| Signature Equity Partners, LLC | 102 | $855 | 0.00% | +102 | 新進 |
| Rossby Financial, LCC | 105 | $891 | 0.00% | +101+2,525.0% | 加碼 |
| Versant Capital Management, Inc | 111 | $930 | 0.00% | +111 | 新進 |
| Central Trust Co | 150 | $1,257 | 0.00% | 00.0% | 不變 |
| Kimelman & Baird, LLC | 150 | $1,257 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 154 | $1,291 | 0.00% | +154 | 新進 |
| Hollencrest Capital Management | 166 | $1,391 | 0.00% | 00.0% | 不變 |
| Root Financial Partners, LLC | 169 | $1,416 | 0.00% | +56+49.6% | 加碼 |
| EFG International AG | 204 | $1,710 | 0.00% | +204 | 新進 |
| True Wealth Design, LLC | 226 | $1,894 | 0.00% | +105+86.8% | 加碼 |
| Intentional Wealth Strategies, LLC | 230 | $1,927 | 0.00% | +230 | 新進 |
| Private Trust Co NA | 234 | $1,961 | 0.00% | +6+2.6% | 加碼 |
| Horizon Investments, LLC | 264 | $2,210 | 0.00% | +264 | 新進 |
| Larson Financial Group LLC | 265 | $2,221 | 0.00% | +265 | 新進 |
| Brown, Lisle/Cummings, Inc. | 273 | $2,288 | 0.00% | +273 | 新進 |
| Triumph Capital Management | 278 | $2,330 | 0.00% | +219+371.2% | 加碼 |
| IMA Wealth, Inc. | 322 | $2,720 | 0.00% | +84+35.3% | 加碼 |
| JPL Wealth Management, LLC | 332 | $2,783 | 0.00% | +332 | 新進 |
| Activest Wealth Management | 396 | $3,318 | 0.00% | +396 | 新進 |
| Glen Eagle Advisors, LLC | 400 | $3,353 | 0.00% | +3+0.8% | 加碼 |
| Asset Dedication, LLC | 416 | $3,487 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 503 | $4,215 | 0.00% | −36−6.7% | 減碼 |
| North Star Investment Management Corp. | 508 | $4,257 | 0.00% | +508 | 新進 |
| City Holding Co | 551 | $4,617 | 0.00% | +16+3.0% | 加碼 |
| Clearstead Advisors, LLC | 552 | $4,626 | 0.00% | 00.0% | 不變 |
| Richardson Capital Management LLC | 640 | $5,363 | 0.00% | +640 | 新進 |
| Financial Consulate, Inc | 645 | $5,410 | 0.00% | +606+1,553.8% | 加碼 |
| Raffa Wealth Management, LLC | 794 | $6,654 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 812 | $6,805 | 0.00% | 00.0% | 不變 |
| Acumen Wealth Advisors, LLC | 820 | $6,928 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 834 | $6,988 | 0.00% | 00.0% | 不變 |
| Whipplewood Advisors, LLC | 869 | $7,282 | 0.00% | +869 | 新進 |
| JFS Wealth Advisors, LLC | 1,003 | $8,406 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 513 | $8,983 | 0.00% | −9,801−95.0% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 1,218 | $1.02 萬 | 0.00% | −36−2.9% | 減碼 |
| Longview Financial Advisors, Inc. | 1,333 | $1.12 萬 | 0.01% | +1,333 | 新進 |
| WealthCollab, LLC | 1,391 | $1.17 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 1,446 | $1.20 萬 | 0.00% | +1,054+268.9% | 加碼 |
| Umb Bank N A | 1,739 | $1.46 萬 | 0.00% | −2−0.1% | 減碼 |
| Bell Investment Advisors, Inc | 1,760 | $1.47 萬 | 0.00% | +295+20.1% | 加碼 |
| Key Financial Inc | 1,801 | $1.51 萬 | 0.00% | 00.0% | 不變 |
| Twin Peaks Wealth Advisors, LLC | 2,431 | $2.04 萬 | 0.01% | +2,431 | 新進 |
| TD Private Client Wealth LLC | 2,626 | $2.20 萬 | 0.00% | −33−1.2% | 減碼 |
| Brown Brothers Harriman & Co | 2,938 | $2.46 萬 | 0.00% | 00.0% | 不變 |
| Mather Group, LLC. | 3,358 | $2.81 萬 | 0.00% | +3,358 | 新進 |
| Assetmark, Inc | 3,389 | $2.84 萬 | 0.00% | +982+40.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 3,426 | $2.87 萬 | 0.00% | +3,161+1,192.8% | 加碼 |
| Smartleaf Asset Management LLC | 3,878 | $3.05 萬 | 0.00% | −377−8.9% | 減碼 |
| Basecamp Wealth Advisors LLC | 3,999 | $3.35 萬 | 0.01% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 4,462 | $3.74 萬 | 0.02% | −503−10.1% | 減碼 |
| Allworth Financial LP | 5,528 | $4.63 萬 | 0.00% | +4,064+277.6% | 加碼 |
| V-Square Quantitative Management LLC | 7,091 | $5.94 萬 | 0.01% | +7,091 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 7,472 | $6.26 萬 | 0.01% | −208−2.7% | 減碼 |
| Community Bank, N.A. | 7,950 | $6.66 萬 | 0.01% | 00.0% | 不變 |
| Van Eck Associates Corp | 8,408 | $7.00 萬 | 0.00% | −9,194−52.2% | 減碼 |
| CWM, LLC | 8,582 | $7.19 萬 | 0.00% | −178−2.0% | 減碼 |
| EverSource Wealth Advisors, LLC | 9,441 | $7.91 萬 | 0.00% | +1,306+16.1% | 加碼 |
| CenterBook Partners LP | 10,025 | $8.40 萬 | 0.00% | +10,025 | 新進 |
| Grove Bank & Trust | 10,238 | $8.58 萬 | 0.01% | −26−0.3% | 減碼 |
| Syon Capital LLC | 10,274 | $8.61 萬 | 0.00% | +253+2.5% | 加碼 |
| DGS Capital Management, LLC | 10,353 | $8.68 萬 | 0.01% | +151+1.5% | 加碼 |
| Gateway Investment Advisers LLC | 10,414 | $8.73 萬 | 0.00% | +10,414 | 新進 |
| Resonant Capital Advisors, LLC | 10,509 | $8.88 萬 | 0.00% | +10,509 | 新進 |
| Strategic Global Advisors, LLC | 10,910 | $9.14 萬 | 0.01% | +10,910 | 新進 |
| Huntington National Bank | 10,938 | $9.17 萬 | 0.00% | +43+0.4% | 加碼 |
| Sunpointe, LLC | 11,054 | $9.26 萬 | 0.03% | +11,054 | 新進 |
| Drive Wealth Management, LLC | 11,013 | $9.31 萬 | 0.02% | +798+7.8% | 加碼 |
| GWM Advisors LLC | 11,360 | $9.52 萬 | 0.00% | −728−6.0% | 減碼 |
| Prelude Capital Management, LLC | 11,500 | $9.64 萬 | 0.01% | +11,500 | 新進 |
| LVW Advisors, LLC | 11,605 | $9.72 萬 | 0.01% | +11,605 | 新進 |
| Ascent Group, LLC | 11,835 | $9.92 萬 | 0.00% | +1,472+14.2% | 加碼 |
| TCG Advisory Services, LLC | 12,001 | $10.1 萬 | 0.00% | +12,001 | 新進 |
| Palisade Capital Management LLC | 12,167 | $10.2 萬 | 0.00% | +12,167 | 新進 |
| Farther Finance Advisors, LLC | 12,326 | $10.5 萬 | 0.00% | +5,684+85.6% | 加碼 |
| Geode Capital Management, LLC | 12,828 | $10.7 萬 | 0.00% | −506,378−97.5% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,390 | $11.2 萬 | 0.00% | 00.0% | 不變 |
| Athena Wealth Management, LLC | 13,529 | $11.3 萬 | 0.09% | −2,545−15.8% | 減碼 |
| Flatrock Wealth Partners LLC | 13,596 | $11.5 萬 | 0.05% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 14,070 | $11.8 萬 | 0.00% | −47−0.3% | 減碼 |
| Merit Financial Group, LLC | 14,176 | $11.9 萬 | 0.00% | +1,617+12.9% | 加碼 |
| Signaturefd, LLC | 14,280 | $12.0 萬 | 0.00% | +1,090+8.3% | 加碼 |
| Ewa, LLC | 14,503 | $12.2 萬 | 0.03% | +100+0.7% | 加碼 |
| GAMMA Investing LLC | 14,875 | $12.5 萬 | 0.01% | +1,436+10.7% | 加碼 |
| PharVision Advisers, LLC | 15,149 | $12.7 萬 | 1.29% | −8,107−34.9% | 減碼 |
| First Horizon Corp | 15,642 | $13.1 萬 | 0.01% | −1,231−7.3% | 減碼 |
| Mercer Global Advisors Inc | 15,664 | $13.1 萬 | 0.00% | −1,943−11.0% | 減碼 |
| MAI Capital Management | 15,821 | $13.3 萬 | 0.00% | +11,713+285.1% | 加碼 |
| Rathbone Brothers plc | 15,862 | $13.3 萬 | 0.00% | 00.0% | 不變 |
| Hamilton Capital, LLC | 16,235 | $13.6 萬 | 0.01% | −2,748−14.5% | 減碼 |
| Evergreen Capital Management LLC | 16,185 | $13.7 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 16,604 | $13.9 萬 | 0.00% | +5,057+43.8% | 加碼 |