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 |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 24,242 | $98.7K | 0.00% | −85,858−78.0% | Reduced |
| Credit Suisse AG | 23,452 | $95.5K | 0.00% | −76,507−76.5% | Reduced |
| Alpine Global Management, LLC | 22,873 | $93.0K | 0.03% | +22,873 | New |
| 1832 Asset Management L.P. | 21,100 | $85.9K | 0.00% | +21,100 | New |
| Federation des caisses Desjardins du Quebec | 21,000 | $85.5K | 0.00% | −348−1.6% | Reduced |
| JustInvest LLC | 20,523 | $83.5K | 0.00% | −6,574−24.3% | Reduced |
| Clear Street Markets LLC | 20,110 | $82.0K | 0.02% | +20,110 | New |
| O'Shaughnessy Asset Management, LLC | 19,651 | $80.0K | 0.00% | −41,030−67.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 19,200 | $78.1K | 0.01% | −4,000−17.2% | Reduced |
| Parallel Advisors, LLC | 18,818 | $76.6K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 18,338 | $74.6K | 0.00% | −11,347−38.2% | Reduced |
| Banco Santander, S.A. | 18,336 | $74.6K | 0.00% | +18,336 | New |
| Cornerstone Wealth Group, LLC | 18,215 | $74.1K | 0.01% | +18,215 | New |
| Balyasny Asset Management LLC | 18,167 | $73.9K | 0.00% | −949,059−98.1% | Reduced |
| DDD Partners, LLC | 17,529 | $71.3K | 0.01% | −15,954−47.6% | Reduced |
| Shufro Rose & Co LLC | 17,045 | $69.4K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 16,365 | $66.6K | 0.00% | +10,815+194.9% | Added |
| Janney Montgomery Scott LLC | 15,800 | $64.0K | 0.00% | +15,800 | New |
| Kestra Advisory Services, LLC | 14,417 | $58.7K | 0.00% | +14,417 | New |
| Callan Family Office, LLC | 14,100 | $57.4K | 0.02% | +14,100 | New |
| FFT Wealth Management LLC | 14,050 | $57.2K | 0.01% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 13,900 | $56.6K | 0.01% | 00.0% | Unchanged |
| GFS Advisors, LLC | 13,215 | $54.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,044 | $53.1K | 0.00% | +298+2.3% | Added |
| Shen Neil Nanpeng | 12,412 | $50.5K | 1.34% | +12,412 | New |
| Resolute Partners Group | 12,301 | $50.1K | 0.01% | 00.0% | Unchanged |
| Icapital Wealth LLC | 12,301 | $50.1K | 0.04% | +12,301 | New |
| Financial Perspectives, Inc | 12,151 | $49.5K | 0.03% | +2,946+32.0% | Added |
| Evergreen Capital Management LLC | 11,831 | $48.2K | 0.00% | +11,831 | New |
| Blueshift Asset Management, LLC | 10,466 | $42.6K | 0.02% | −100,917−90.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,027 | $41.0K | 0.00% | −3,903−28.0% | Reduced |
| EPIQ Capital Group, LLC | 10,052 | $40.9K | 0.02% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 10,000 | $40.7K | 0.01% | +10,000 | New |
| Mitsubishi UFJ Trust & Banking Corp | 9,252 | $37.7K | 0.00% | +9,252 | New |
| Whittier Trust Co of Nevada Inc | 6,347 | $25.8K | 0.00% | +6,347 | New |
| The PNC Financial Services Group, Inc. | 5,399 | $22.0K | 0.00% | −1,787−24.9% | Reduced |
| Belpointe Asset Management LLC | 5,000 | $20.4K | 0.00% | +5,000 | New |
| IFP Advisors, Inc | 1,693 | $19.0K | 0.00% | −189−10.0% | Reduced |
| Ancora Advisors, LLC | 4,312 | $18.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 4,000 | $16.3K | 0.00% | +4,000 | New |
| Advisory Services Network, LLC | 3,526 | $14.4K | 0.00% | +3,526 | New |
| Dark Forest Capital Management LP | 3,441 | $14.0K | 0.00% | +2,138+164.1% | 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 |
| Amundi | 2,182 | $8.12K | 0.00% | +540+32.9% | Added |
| Emfo, LLC | 1,933 | $7.87K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,200 | $7.83K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,200 | $4.88K | 0.00% | +1,200 | New |
| Glass Jacobson Investment Advisors llc | 1,100 | $4.48K | 0.00% | +1,100 | New |
| FinTrust Capital Advisors, LLC | 1,091 | $4.44K | 0.00% | −146−11.8% | Reduced |
| CWM, LLC | 793 | $3.00K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 500 | $2.04K | 0.00% | +500 | New |
| Spire Wealth Management | 400 | $2.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 328 | $1.33K | 0.00% | −114−25.8% | Reduced |
| Beacon Capital Management, LLC | 300 | $1.22K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 175 | $712 | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 135,001 | $549 | 0.00% | +52,041+62.7% | Added |
| GWM Advisors LLC | 111 | $452 | 0.00% | +111 | New |
| Financial Avengers, Inc. | 64 | $260 | 0.00% | +64 | New |
| Gradient Investments LLC | 62 | $252 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 20,775 | $85 | 0.00% | +20,775 | New |
| Investors Research Corp | 20 | $81 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1 | $4 | 0.00% | −499−99.8% | Reduced |
| Lazard Asset Management LLC | 80 | $0 | 0.00% | +80 | New |
| Schusterman Interests, LLC | 0 | $0 | 0.00% | −4,813,046−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −1,599,630−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −1,315,361−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −1,228,711−100.0% | Sold out |
| Mission Creek Capital Partners, Inc. | 0 | $0 | 0.00% | −1,015,369−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −602,602−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −472,665−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −450,569−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −389,600−100.0% | Sold out |
| Claudia M.P. Batlle, CRP (R) LLC | 0 | $0 | 0.00% | −347,026−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −260,533−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −165,841−100.0% | Sold out |
| Kirkoswald Asset Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −95,950−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −77,152−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −58,775−100.0% | Sold out |
| Quattro Financial Advisors LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −48,217−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −47,925−100.0% | Sold out |
| Tiedemann Advisors, LLC | 0 | $0 | 0.00% | −39,520−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −37,656−100.0% | Sold out |
| Optas, LLC | 0 | $0 | 0.00% | −35,665−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −27,391−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −26,900−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −25,848−100.0% | Sold out |
| Schwab Charitable Fund | 0 | $0 | 0.00% | −22,162−100.0% | Sold out |
| United Asset Strategies, Inc. | 0 | $0 | 0.00% | −19,500−100.0% | Sold out |
| Facet Wealth, Inc. | 0 | $0 | 0.00% | −17,239−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −17,422−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −16,028−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −15,599−100.0% | Sold out |
| Kolinsky Wealth Management, LLC | 0 | $0 | 0.00% | −15,080−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −406,919−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −14,748−100.0% | Sold out |
| Rothschild Investment Corp | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Allen Capital Group, LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |