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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 16,763 | $14.0 萬 | 0.00% | −97,285−85.3% | 減碼 |
| Hilltop Holdings Inc. | 17,132 | $14.4 萬 | 0.01% | −1,825−9.6% | 減碼 |
| Rehmann Capital Advisory Group | 17,249 | $14.5 萬 | 0.01% | +17,249 | 新進 |
| Two Sigma Securities, LLC | 17,537 | $14.7 萬 | 0.02% | +17,537 | 新進 |
| Aviva PLC | 18,547 | $15.5 萬 | 0.00% | 00.0% | 不變 |
| Mondrian Investment Partners LTD | 18,668 | $15.6 萬 | 0.00% | +2,197+13.3% | 加碼 |
| Fielder Capital Group LLC | 19,380 | $16.2 萬 | 0.04% | 00.0% | 不變 |
| Xponance, Inc. | 19,616 | $16.4 萬 | 0.00% | +3,423+21.1% | 加碼 |
| Scientech Research LLC | 20,257 | $17.0 萬 | 0.14% | −14,410−41.6% | 減碼 |
| Metis Global Partners, LLC | 20,289 | $17.0 萬 | 0.00% | −12,485−38.1% | 減碼 |
| Union Bancaire Privee, UBP SA | 22,660 | $17.8 萬 | 0.00% | 00.0% | 不變 |
| Bank Julius Baer & Co. Ltd, Zurich | 21,527 | $18.0 萬 | 0.00% | 00.0% | 不變 |
| Aviso Financial Inc. | 22,228 | $18.6 萬 | 0.01% | −13−0.1% | 減碼 |
| Mount Yale Investment Advisors, LLC | 22,301 | $18.7 萬 | 0.00% | +22,301 | 新進 |
| Coldstream Capital Management Inc | 22,584 | $18.9 萬 | 0.00% | −2,419−9.7% | 減碼 |
| Cresset Asset Management, LLC | 22,815 | $19.3 萬 | 0.00% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 23,066 | $19.3 萬 | 0.00% | +19,248+504.1% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 23,875 | $20.0 萬 | 0.00% | +7,993+50.3% | 加碼 |
| Navi International - Administradora e Gestora de Recursos Financeiros Ltda. | 24,298 | $20.4 萬 | 0.09% | 00.0% | 不變 |
| Colony Group, LLC | 17,249 | $21.1 萬 | 0.00% | −3,780−18.0% | 減碼 |
| PDS Planning, Inc | 25,299 | $21.2 萬 | 0.01% | −123−0.5% | 減碼 |
| Checchi Capital Advisers, LLC | 26,012 | $21.8 萬 | 0.01% | 00.0% | 不變 |
| HighTower Advisors, LLC | 26,181 | $21.9 萬 | 0.00% | −3,743−12.5% | 減碼 |
| Frec Markets, Inc. | 26,849 | $22.5 萬 | 0.04% | +6,714+33.3% | 加碼 |
| Park Avenue Securities LLC | 27,955 | $23.4 萬 | 0.00% | +4,567+19.5% | 加碼 |
| NewEdge Wealth, LLC | 28,062 | $23.5 萬 | 0.00% | +6,392+29.5% | 加碼 |
| United Capital Financial Advisers, LLC | 28,148 | $23.6 萬 | 0.00% | +5,505+24.3% | 加碼 |
| Insigneo Advisory Services, LLC | 28,539 | $23.9 萬 | 0.02% | −6,597−18.8% | 減碼 |
| Van Diest Capital, LLC | 28,992 | $24.3 萬 | 0.19% | +28,992 | 新進 |
| Atlas Capital Advisors LLC | 29,546 | $24.8 萬 | 0.03% | −375−1.3% | 減碼 |
| HBK Sorce Advisory LLC | 30,835 | $25.8 萬 | 0.01% | −1,220−3.8% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 32,000 | $26.8 萬 | 0.00% | +32,000 | 新進 |
| Advisory Services Network, LLC | 32,887 | $27.6 萬 | 0.00% | +32,887 | 新進 |
| Thornburg Investment Management Inc | 34,087 | $28.6 萬 | 0.00% | −8,906−20.7% | 減碼 |
| Kathmere Capital Management, LLC | 34,235 | $28.7 萬 | 0.02% | +7,459+27.9% | 加碼 |
| Bank of Montreal | 34,236 | $28.7 萬 | 0.00% | +960+2.9% | 加碼 |
| Vontobel Holding Ltd. | 34,552 | $29.0 萬 | 0.00% | +1,078+3.2% | 加碼 |
| Savant Capital, LLC | 35,516 | $29.8 萬 | 0.00% | +2,344+7.1% | 加碼 |
| May Hill Capital, LLC | 36,389 | $30.5 萬 | 0.08% | +19,058+110.0% | 加碼 |
| Benjamin Edwards Inc | 36,563 | $30.6 萬 | 0.00% | +9,354+34.4% | 加碼 |
| Gould Asset Management LLC | 37,003 | $31.0 萬 | 0.05% | −3,774−9.3% | 減碼 |
| Advisors Preferred, LLC | 37,141 | $31.1 萬 | 0.05% | +37,141 | 新進 |
| Sagespring Wealth Partners, LLC | 37,935 | $31.8 萬 | 0.01% | +6,773+21.7% | 加碼 |
| Transcend Wealth Collective, LLC | 37,948 | $31.8 萬 | 0.03% | +14,755+63.6% | 加碼 |
| Johnson Investment Counsel Inc | 38,215 | $32.0 萬 | 0.00% | −9,592−20.1% | 減碼 |
| Allianz SE | 38,316 | $32.1 萬 | 0.00% | +38,316 | 新進 |
| Nordea Investment Management AB | 40,771 | $32.8 萬 | 0.00% | −10,809−21.0% | 減碼 |
| LGT Group Foundation | 40,153 | $33.6 萬 | 0.00% | +19,762+96.9% | 加碼 |
| Aigen Investment Management, LP | 40,441 | $33.9 萬 | 0.09% | −3,475−7.9% | 減碼 |
| Stephens Inc | 40,445 | $33.9 萬 | 0.00% | +1,433+3.7% | 加碼 |
| Fortress Private Ledger, LLC | 41,431 | $34.7 萬 | 0.11% | +5,199+14.3% | 加碼 |
| Ballentine Partners, LLC | 42,004 | $35.2 萬 | 0.00% | +6,288+17.6% | 加碼 |
| BBR Partners, LLC | 42,522 | $35.6 萬 | 0.02% | +42,522 | 新進 |
| Arkadios Wealth Advisors | 43,489 | $36.4 萬 | 0.01% | +43,489 | 新進 |
| Guggenheim Capital LLC | 46,374 | $38.9 萬 | 0.00% | −14,654−24.0% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 46,666 | $39.1 萬 | 0.02% | 00.0% | 不變 |
| Cetera Investment Advisers | 47,452 | $39.8 萬 | 0.00% | +14,509+44.0% | 加碼 |
| Rockefeller Capital Management L.P. | 47,722 | $40.0 萬 | 0.00% | +7,128+17.6% | 加碼 |
| CI Private Wealth, LLC | 53,390 | $40.9 萬 | 0.00% | −2,152−3.9% | 減碼 |
| Wealth Alliance | 49,169 | $41.2 萬 | 0.04% | −21,856−30.8% | 減碼 |
| Candriam Luxembourg S.C.A. | 49,263 | $41.3 萬 | 0.00% | +1,434+3.0% | 加碼 |
| Gryphon Financial Partners LLC | 50,656 | $42.4 萬 | 0.04% | +50,656 | 新進 |
| Pekin Hardy Strauss, Inc. | 51,298 | $43.0 萬 | 0.04% | −28−0.1% | 減碼 |
| Aaron Wealth Advisors | 51,877 | $43.5 萬 | 0.03% | +21,689+71.8% | 加碼 |
| First Affirmative Financial Network | 52,260 | $43.8 萬 | 0.17% | +52,260 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 52,668 | $44.1 萬 | 0.01% | +52,668 | 新進 |
| Ronald Blue Trust, Inc. | 52,882 | $44.3 萬 | 0.01% | −45−0.1% | 減碼 |
| Banco Santander, S.A. | 55,038 | $46.1 萬 | 0.00% | +20,264+58.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 54,774 | $46.5 萬 | 0.00% | +18,766+52.1% | 加碼 |
| Spire Wealth Management | 60,259 | $50.5 萬 | 0.02% | +98+0.2% | 加碼 |
| Caitong International Asset Management Co., Ltd | 61,133 | $51.2 萬 | 0.09% | +18,395+43.0% | 加碼 |
| Shelton Capital Management | 65,260 | $54.7 萬 | 0.01% | −5,068−7.2% | 減碼 |
| Yousif Capital Management, LLC | 65,655 | $55.0 萬 | 0.01% | 00.0% | 不變 |
| Guardcap Asset Management Ltd | 67,718 | $56.7 萬 | 0.03% | −161,766−70.5% | 減碼 |
| Cerity Partners LLC | 68,034 | $57.0 萬 | 0.00% | −1,064−1.5% | 減碼 |
| Sequoia Financial Advisors, LLC | 68,340 | $57.3 萬 | 0.00% | +439+0.6% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 68,873 | $57.3 萬 | 0.00% | +4,819+7.5% | 加碼 |
| Mirabella Financial Services LLP | 68,625 | $57.5 萬 | 0.06% | −26,897−28.2% | 減碼 |
| Qtron Investments LLC | 69,424 | $58.2 萬 | 0.08% | +1,810+2.7% | 加碼 |
| Toroso Investments, LLC | 72,097 | $60.4 萬 | 0.00% | +40,693+129.6% | 加碼 |
| Baldwin Investment Management, LLC | 74,449 | $62.4 萬 | 0.07% | 00.0% | 不變 |
| Flow Traders U.S. LLC | 74,416 | $62.4 萬 | 0.02% | −36,166−32.7% | 減碼 |
| DRW Securities, LLC | 75,079 | $62.9 萬 | 0.03% | −197,627−72.5% | 減碼 |
| Summit Global Investments | 75,735 | $63.5 萬 | 0.04% | +75,735 | 新進 |
| Squarepoint Ops LLC | 77,919 | $65.3 萬 | 0.00% | −31,198−28.6% | 減碼 |
| Stifel Financial Corp | 78,076 | $65.4 萬 | 0.00% | +30,169+63.0% | 加碼 |
| Naviter Wealth, LLC | 78,193 | $66.1 萬 | 0.08% | +6,477+9.0% | 加碼 |
| Laird Norton Trust Company, LLC | 79,299 | $67.0 萬 | 0.01% | +1,720+2.2% | 加碼 |
| US Bancorp | 81,311 | $68.1 萬 | 0.00% | −5,965−6.8% | 減碼 |
| CAPROCK Group, Inc. | 80,709 | $68.3 萬 | 0.02% | −10,326−11.3% | 減碼 |
| Pavaki Capital Management LLC | 82,400 | $69.1 萬 | 0.49% | 00.0% | 不變 |
| London & Capital Asset Management Ltd | 84,975 | $71.3 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 85,965 | $72.0 萬 | 0.00% | −772−0.9% | 減碼 |
| Axiom Investors LLC | 86,800 | $72.7 萬 | 0.01% | +86,800 | 新進 |
| Fifth Third Bancorp | 88,943 | $74.5 萬 | 0.00% | +700+0.8% | 加碼 |
| Fairtree Asset Management (Pty) Ltd | 89,137 | $74.7 萬 | 0.34% | +40,010+81.4% | 加碼 |
| Brinker Capital Investments, LLC | 90,886 | $76.2 萬 | 0.01% | −13,069−12.6% | 減碼 |
| Leonteq Securities AG | 91,974 | $77.1 萬 | 0.05% | +57,086+163.6% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 93,013 | $77.6 萬 | 0.00% | −130,097−58.3% | 減碼 |
| Nissay Asset Management Corp | 92,735 | $77.7 萬 | 0.00% | +92,735 | 新進 |