Nu Holdings Ltd.
NU- Exchange
- NYSE
- Industry
- Finance Services
- SEC CIK
- 0001691493
In the last 90 days, Nu Holdings Ltd. insiders filed 0 open-market purchases and 3 sales; 860 institutions reported holding it in 13F filings for Q2 2026, worth $38.5B in total; 6 superinvestors hold it, including Lone Pine Capital and D1 Capital Partners.
13F holders, Q3 2022
Institutional positions in Nu Holdings Ltd. as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 252
- +51 vs. Q2 2022
- Shares held
- 2.20B
- −62.6M (−2.8%) vs. Q2 2022
- Total value
- $9.71B
- +$1.23B (+14.5%) vs. Q2 2022
- New holders
- 72
- 96 more added
- Sold out
- 21
- 45 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 860 | $38.5B |
| Q1 2026 | 905 | $41.3B |
| Q4 2025 | 874 | $48.1B |
| Q3 2025 | 802 | $44.3B |
| Q2 2025 | 784 | $37.8B |
| Q1 2025 | 733 | $28.8B |
| Q4 2024 | 711 | $30.1B |
| Q3 2024 | 652 | $41.1B |
| Q2 2024 | 608 | $36.2B |
| Q1 2024 | 574 | $31.8B |
| Q4 2023 | 497 | $21.8B |
| Q3 2023 | 403 | $18.6B |
| Q2 2023 | 351 | $20.2B |
| Q1 2023 | 301 | $11.7B |
| Q4 2022 | 264 | $9.93B |
| Q3 2022 | 252 | $9.71B |
| Q2 2022 | 202 | $8.48B |
| Q1 2022 | 135 | $18.0B |
| Q4 2021 | 134 | $21.4B |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Nu Holdings Ltd.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 216 | $0 | 0.00% | −1,501−87.4% | Reduced |
| Gradient Investments LLC | 62 | $0 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 94 | $0 | 0.00% | +94 | New |
| Global Retirement Partners, LLC | 175 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 300 | $1.00K | 0.00% | +300 | New |
| Spire Wealth Management | 400 | $2.00K | 0.00% | −9,600−96.0% | Reduced |
| US Bancorp | 442 | $2.00K | 0.00% | +114+34.8% | Added |
| Prestige Wealth Management Group LLC | 500 | $2.00K | 0.00% | +500 | New |
| CWM, LLC | 793 | $3.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 600 | $3.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,000 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 1,266 | $5.00K | 0.00% | −6,767−84.2% | Reduced |
| FinTrust Capital Advisors, LLC | 1,237 | $5.00K | 0.00% | +561+83.0% | Added |
| Dark Forest Capital Management LP | 1,303 | $6.00K | 0.00% | −1,153−46.9% | Reduced |
| StepStone Group LP | 1,529 | $7.00K | 0.00% | +1,529 | New |
| Amundi | 1,642 | $8.00K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 1,933 | $9.00K | 0.01% | +1,483+329.6% | Added |
| TD Waterhouse Canada Inc. | 2,200 | $10.4K | 0.00% | +200+10.0% | Added |
| Credit Agricole S A | 3,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,000 | $13.0K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 4,258 | $19.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4,312 | $19.0K | 0.00% | +4,312 | New |
| IFP Advisors, Inc | 1,882 | $21.0K | 0.00% | +916+94.8% | Added |
| Leonteq Securities AG | 5,550 | $24.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,186 | $32.0K | 0.00% | +4,270+146.4% | Added |
| Financial Perspectives, Inc | 9,205 | $40.5K | 0.02% | +5,233+131.7% | Added |
| American Portfolios Advisors | 9,755 | $42.9K | 0.00% | 00.0% | Unchanged |
| EPIQ Capital Group, LLC | 10,052 | $44.0K | 0.02% | −3,093−23.5% | Reduced |
| Resources Investment Advisors, LLC. | 10,000 | $44.0K | 0.00% | +10,000 | New |
| Orion Portfolio Solutions, LLC | 10,000 | $44.0K | 0.00% | +10,000 | New |
| Rothschild Investment Corp | 10,500 | $46.0K | 0.00% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 10,500 | $46.0K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 10,318 | $46.0K | 0.00% | +10,318 | New |
| Wade G W & Inc | 12,301 | $54.0K | 0.00% | +12,301 | New |
| Resolute Partners Group | 12,301 | $54.0K | 0.01% | +12,301 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,746 | $56.0K | 0.00% | −14,765−53.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,742 | $56.0K | 0.00% | +12,742 | New |
| GFS Advisors, LLC | 13,215 | $58.0K | 0.01% | +13,215 | New |
| Private Wealth Partners, LLC | 13,900 | $61.0K | 0.01% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 13,930 | $61.0K | 0.00% | +2,800+25.2% | Added |
| FFT Wealth Management LLC | 14,050 | $62.0K | 0.01% | +14,050 | New |
| Boston Partners | 406,919 | $65.0K | 0.00% | +406,919 | New |
| JT Stratford LLC | 14,748 | $65.0K | 0.02% | +14,748 | New |
| Kolinsky Wealth Management, LLC | 15,080 | $66.0K | 0.08% | +15,080 | New |
| Quantamental Technologies LLC | 15,599 | $69.0K | 0.03% | +15,599 | New |
| Jump Financial, LLC | 16,028 | $71.0K | 0.00% | −12,896−44.6% | Reduced |
| Susquehanna International Group, LLP | 16,168 | $71.0K | 0.00% | +5,824+56.3% | Added |
| LWM Advisory Services, LLC | 16,428 | $72.0K | 0.08% | +16,428 | New |
| Manufacturers Life Insurance Company, The | 16,400 | $72.2K | 0.00% | +16,400 | New |
| Shufro Rose & Co LLC | 17,045 | $75.0K | 0.01% | +17,045 | New |
| Harbour Investments, Inc. | 20,373 | $76.0K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 17,422 | $77.0K | 0.00% | +17,422 | New |
| Gsa Capital Partners LLP | 18,377 | $81.0K | 0.01% | +18,377 | New |
| Parallel Advisors, LLC | 18,818 | $83.0K | 0.00% | +200+1.1% | Added |
| Facet Wealth, Inc. | 17,239 | $83.0K | 0.01% | +17,239 | New |
| United Asset Strategies, Inc. | 19,500 | $86.0K | 0.01% | +19,500 | New |
| TPG Financial Advisors, LLC | 20,534 | $90.0K | 0.06% | +20,534 | New |
| Federation des caisses Desjardins du Quebec | 21,348 | $93.9K | 0.00% | −286−1.3% | Reduced |
| Schwab Charitable Fund | 22,162 | $98.0K | 0.02% | +22,162 | New |
| Pekin Hardy Strauss, Inc. | 23,200 | $102.0K | 0.02% | +1,000+4.5% | Added |
| Vontobel Holding Ltd. | 25,266 | $111.0K | 0.00% | +25,266 | New |
| Seven Eight Capital, LP | 25,848 | $114.0K | 0.02% | +25,848 | New |
| Royal Bank of Canada | 26,954 | $117.0K | 0.00% | +16,444+156.5% | Added |
| Two Sigma Advisers, LP | 26,900 | $118.0K | 0.00% | +26,900 | New |
| JustInvest LLC | 27,097 | $119.0K | 0.01% | +10,488+63.1% | Added |
| Delta Asset Management LLC | 27,588 | $121.0K | 0.01% | +27,588 | New |
| Caption Management, LLC | 27,391 | $121.0K | 0.02% | +27,391 | New |
| Warther Private Wealth, LLC | 27,916 | $123.0K | 0.10% | +12,634+82.7% | Added |
| SG Americas Securities, LLC | 29,073 | $128.0K | 0.00% | −167,173−85.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 29,685 | $131.0K | 0.00% | +29,685 | New |
| Yorktown Management & Research Co Inc | 31,700 | $139.0K | 0.18% | +31,700 | New |
| Claro Advisors LLC | 37,976 | $142.0K | 0.06% | 00.0% | Unchanged |
| DDD Partners, LLC | 33,483 | $147.0K | 0.03% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 33,364 | $147.0K | 0.01% | +33,364 | New |
| Optas, LLC | 35,665 | $157.0K | 0.07% | +35,665 | New |
| Quadrature Capital Ltd | 37,656 | $166.0K | 0.01% | +37,656 | New |
| First Republic Investment Management, Inc. | 38,520 | $169.0K | 0.00% | +38,520 | New |
| Tiedemann Advisors, LLC | 39,520 | $174.0K | 0.01% | +39,520 | New |
| Steward Partners Investment Advisory, LLC | 41,500 | $183.0K | 0.00% | +17,000+69.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 42,653 | $188.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 44,133 | $193.0K | 0.00% | +13,499+44.1% | Added |
| Wells Fargo & Company | 46,504 | $205.0K | 0.00% | +35,193+311.1% | Added |
| Brown Advisory Inc | 46,771 | $206.0K | 0.00% | +46,771 | New |
| Boston Private Wealth LLC | 47,156 | $208.0K | 0.00% | +47,156 | New |
| Graham Capital Management, L.P. | 47,925 | $210.0K | 0.01% | −53,740−52.9% | Reduced |
| Henshaw Capital LLC | 48,217 | $212.2K | 0.02% | +48,217 | New |
| Cary Street Partners Asset Management LLC | 48,561 | $214.0K | 0.05% | +21,314+78.2% | Added |
| Quattro Financial Advisors LLC | 50,000 | $220.0K | 0.09% | +50,000 | New |
| Raymond James & Associates | 53,550 | $236.0K | 0.00% | −1,250−2.3% | Reduced |
| Triumph Capital Management | 53,721 | $236.0K | 0.13% | +53,721 | New |
| Empowered Funds, LLC | 54,473 | $240.0K | 0.02% | +28,157+107.0% | Added |
| Arrowstreet Capital, Limited Partnership | 58,775 | $259.0K | 0.00% | +58,775 | New |
| Aj Wealth Strategies, LLC | 60,060 | $264.0K | 0.02% | +42,022+233.0% | Added |
| O'Shaughnessy Asset Management, LLC | 60,681 | $267.0K | 0.01% | +44,399+272.7% | Added |
| CAPROCK Group, Inc. | 63,524 | $280.0K | 0.03% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 71,808 | $316.0K | 0.01% | +47,182+191.6% | Added |
| Bank of New York Mellon Corp | 72,186 | $318.0K | 0.00% | +49,246+214.7% | Added |
| Frank, Rimerman Advisors LLC | 75,175 | $330.8K | 0.12% | 00.0% | Unchanged |
| Hamilton Lane Advisors LLC | 75,211 | $331.0K | 0.12% | −125,000−62.4% | Reduced |