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, Q4 2022
Institutional positions in Nu Holdings Ltd. as of Dec 31, 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
- 264
- +14 vs. Q3 2022
- Shares held
- 2.44B
- +237.4M (+10.8%) vs. Q3 2022
- Total value
- $9.93B
- +$232.0M (+2.4%) vs. Q3 2022
- New holders
- 56
- 94 more added
- Sold out
- 42
- 64 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Nu Holdings Ltd.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 80 | $0 | 0.00% | +80 | New |
| Prestige Wealth Management Group LLC | 1 | $4 | 0.00% | −499−99.8% | Reduced |
| Investors Research Corp | 20 | $81 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 20,775 | $85 | 0.00% | +20,775 | New |
| Gradient Investments LLC | 62 | $252 | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 64 | $260 | 0.00% | +64 | New |
| GWM Advisors LLC | 111 | $452 | 0.00% | +111 | New |
| Private Advisor Group, LLC | 135,001 | $549 | 0.00% | +52,041+62.7% | Added |
| Global Retirement Partners, LLC | 175 | $712 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 300 | $1.22K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 328 | $1.33K | 0.00% | −114−25.8% | Reduced |
| Spire Wealth Management | 400 | $2.00K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 500 | $2.04K | 0.00% | +500 | New |
| CWM, LLC | 793 | $3.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,091 | $4.44K | 0.00% | −146−11.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,100 | $4.48K | 0.00% | +1,100 | New |
| Money Concepts Capital Corp | 1,200 | $4.88K | 0.00% | +1,200 | New |
| TD Waterhouse Canada Inc. | 2,200 | $7.83K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 1,933 | $7.87K | 0.01% | 00.0% | Unchanged |
| Amundi | 2,182 | $8.12K | 0.00% | +540+32.9% | Added |
| Credit Agricole S A | 3,000 | $12.2K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,000 | $12.2K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,441 | $14.0K | 0.00% | +2,138+164.1% | Added |
| Advisory Services Network, LLC | 3,526 | $14.4K | 0.00% | +3,526 | New |
| Toth Financial Advisory Corp | 4,000 | $16.3K | 0.00% | +4,000 | New |
| Ancora Advisors, LLC | 4,312 | $18.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,693 | $19.0K | 0.00% | −189−10.0% | Reduced |
| Belpointe Asset Management LLC | 5,000 | $20.4K | 0.00% | +5,000 | New |
| The PNC Financial Services Group, Inc. | 5,399 | $22.0K | 0.00% | −1,787−24.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 6,347 | $25.8K | 0.00% | +6,347 | New |
| Mitsubishi UFJ Trust & Banking Corp | 9,252 | $37.7K | 0.00% | +9,252 | New |
| Delta Investment Management, LLC | 10,000 | $40.7K | 0.01% | +10,000 | New |
| EPIQ Capital Group, LLC | 10,052 | $40.9K | 0.02% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,027 | $41.0K | 0.00% | −3,903−28.0% | Reduced |
| Blueshift Asset Management, LLC | 10,466 | $42.6K | 0.02% | −100,917−90.6% | Reduced |
| Evergreen Capital Management LLC | 11,831 | $48.2K | 0.00% | +11,831 | New |
| Financial Perspectives, Inc | 12,151 | $49.5K | 0.03% | +2,946+32.0% | Added |
| Resolute Partners Group | 12,301 | $50.1K | 0.01% | 00.0% | Unchanged |
| Icapital Wealth LLC | 12,301 | $50.1K | 0.04% | +12,301 | New |
| Shen Neil Nanpeng | 12,412 | $50.5K | 1.34% | +12,412 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,044 | $53.1K | 0.00% | +298+2.3% | Added |
| GFS Advisors, LLC | 13,215 | $54.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 13,900 | $56.6K | 0.01% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 14,050 | $57.2K | 0.01% | 00.0% | Unchanged |
| Callan Family Office, LLC | 14,100 | $57.4K | 0.02% | +14,100 | New |
| Kestra Advisory Services, LLC | 14,417 | $58.7K | 0.00% | +14,417 | New |
| Janney Montgomery Scott LLC | 15,800 | $64.0K | 0.00% | +15,800 | New |
| Leonteq Securities AG | 16,365 | $66.6K | 0.00% | +10,815+194.9% | Added |
| Shufro Rose & Co LLC | 17,045 | $69.4K | 0.01% | 00.0% | Unchanged |
| DDD Partners, LLC | 17,529 | $71.3K | 0.01% | −15,954−47.6% | Reduced |
| Balyasny Asset Management LLC | 18,167 | $73.9K | 0.00% | −949,059−98.1% | Reduced |
| Cornerstone Wealth Group, LLC | 18,215 | $74.1K | 0.01% | +18,215 | New |
| Banco Santander, S.A. | 18,336 | $74.6K | 0.00% | +18,336 | New |
| Raymond James Financial Services Advisors, Inc. | 18,338 | $74.6K | 0.00% | −11,347−38.2% | Reduced |
| Parallel Advisors, LLC | 18,818 | $76.6K | 0.00% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 19,200 | $78.1K | 0.01% | −4,000−17.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 19,651 | $80.0K | 0.00% | −41,030−67.6% | Reduced |
| Clear Street Markets LLC | 20,110 | $82.0K | 0.02% | +20,110 | New |
| JustInvest LLC | 20,523 | $83.5K | 0.00% | −6,574−24.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 21,000 | $85.5K | 0.00% | −348−1.6% | Reduced |
| 1832 Asset Management L.P. | 21,100 | $85.9K | 0.00% | +21,100 | New |
| Alpine Global Management, LLC | 22,873 | $93.0K | 0.03% | +22,873 | New |
| Credit Suisse AG | 23,452 | $95.5K | 0.00% | −76,507−76.5% | Reduced |
| D. E. Shaw & Co., Inc. | 24,242 | $98.7K | 0.00% | −85,858−78.0% | Reduced |
| Manufacturers Life Insurance Company, The | 24,900 | $101.3K | 0.00% | +8,500+51.8% | Added |
| Private Advisory Group LLC | 25,576 | $104.1K | 0.02% | +25,576 | New |
| Belvedere Trading LLC | 26,451 | $107.7K | 0.06% | +26,451 | New |
| Delta Asset Management LLC | 27,588 | $112.3K | 0.01% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 29,534 | $120.2K | 0.09% | +1,618+5.8% | Added |
| Yorktown Management & Research Co Inc | 31,700 | $129.0K | 0.16% | 00.0% | Unchanged |
| First Trust Advisors LP | 31,906 | $129.9K | 0.00% | −68,216−68.1% | Reduced |
| LWM Advisory Services, LLC | 32,854 | $133.7K | 0.15% | +16,426+100.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 33,241 | $135.0K | 0.01% | +33,241 | New |
| Orion Portfolio Solutions, LLC | 35,000 | $142.4K | 0.00% | +25,000+250.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 41,139 | $146.5K | 0.00% | −1,514−3.5% | Reduced |
| Handelsbanken Fonder AB | 36,400 | $148.0K | 0.00% | +36,400 | New |
| Claro Advisors LLC | 36,612 | $149.0K | 0.05% | −1,364−3.6% | Reduced |
| Wade G W & Inc | 36,903 | $150.0K | 0.01% | +24,602+200.0% | Added |
| Aigen Investment Management, LP | 37,915 | $154.3K | 0.02% | +37,915 | New |
| Two Sigma Securities, LLC | 38,686 | $157.5K | 0.02% | +38,686 | New |
| Northern Trust Corp | 40,581 | $165.2K | 0.00% | −38,462−48.7% | Reduced |
| Resources Investment Advisors, LLC. | 43,300 | $176.2K | 0.01% | +33,300+333.0% | Added |
| Advisor Group Holdings, Inc. | 43,512 | $177.0K | 0.00% | −621−1.4% | Reduced |
| Cutler Group LP | 43,492 | $177.0K | 0.02% | +42,226+3,335.4% | Added |
| Royal Bank of Canada | 45,661 | $185.0K | 0.00% | +18,707+69.4% | Added |
| Brown Advisory Inc | 46,771 | $190.4K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 48,561 | $197.6K | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 50,785 | $207.0K | 0.00% | +21,712+74.7% | Added |
| TPG Financial Advisors, LLC | 51,335 | $208.9K | 0.13% | +30,801+150.0% | Added |
| Bank of New York Mellon Corp | 52,246 | $212.6K | 0.00% | −19,940−27.6% | Reduced |
| Raymond James & Associates | 55,104 | $224.3K | 0.00% | +1,554+2.9% | Added |
| Vontobel Holding Ltd. | 57,140 | $232.6K | 0.00% | +31,874+126.2% | Added |
| Steward Partners Investment Advisory, LLC | 61,500 | $250.3K | 0.00% | +20,000+48.2% | Added |
| Bayesian Capital Management, LP | 61,500 | $250.3K | 0.04% | +61,500 | New |
| Harbour Investments, Inc. | 61,761 | $251.4K | 0.02% | +41,388+203.2% | Added |
| CAPROCK Group, Inc. | 63,561 | $258.7K | 0.02% | +37+0.1% | Added |
| CIBC World Markets Inc. | 68,536 | $279.0K | 0.00% | +68,536 | New |
| Gotham Asset Management, LLC | 69,653 | $283.5K | 0.01% | −2,155−3.0% | Reduced |
| Marshall Wace, LLP | 73,200 | $297.9K | 0.00% | −1,935,131−96.4% | Reduced |
| Frank, Rimerman Advisors LLC | 75,175 | $306.0K | 0.10% | 00.0% | Unchanged |