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, Q1 2023
Institutional positions in Nu Holdings Ltd. as of Mar 31, 2023. 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
- 301
- +39 vs. Q4 2022
- Shares held
- 2.47B
- +28.8M (+1.2%) vs. Q4 2022
- Total value
- $11.7B
- +$1.81B (+18.2%) vs. Q4 2022
- New holders
- 76
- 107 more added
- Sold out
- 37
- 57 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Nu Holdings Ltd.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 80 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 20 | $95 | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 64 | $305 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 99 | $471 | 0.00% | +99 | New |
| Sound Income Strategies, LLC | 121 | $576 | 0.00% | +121 | New |
| Global Retirement Partners, LLC | 179 | $927 | 0.00% | +4+2.3% | Added |
| Beacon Capital Management, LLC | 300 | $1.43K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 400 | $1.90K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 500 | $2.38K | 0.00% | +500 | New |
| ICA Group Wealth Management, LLC | 700 | $3.33K | 0.00% | +700 | New |
| Gradient Investments LLC | 757 | $3.60K | 0.00% | +695+1,121.0% | Added |
| CWM, LLC | 793 | $4.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,091 | $4.44K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,000 | $4.76K | 0.00% | +1,000 | New |
| Geneos Wealth Management Inc. | 1,000 | $4.76K | 0.00% | +1,000 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,019 | $4.85K | 0.00% | +1,019 | New |
| Lee Financial Co | 1,720 | $8.19K | 0.00% | +1,720 | New |
| Emfo, LLC | 1,933 | $9.20K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 2,000 | $9.52K | 0.01% | +2,000 | New |
| TD Waterhouse Canada Inc. | 2,350 | $10.6K | 0.00% | +150+6.8% | Added |
| MRP Capital Investments, LLC | 2,400 | $11.4K | 0.01% | +2,400 | New |
| Piscataqua Savings Bank | 2,500 | $11.9K | 0.01% | +2,500 | New |
| Amundi | 2,932 | $13.1K | 0.00% | +750+34.4% | Added |
| Credit Agricole S A | 3,000 | $14.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,444 | $14.9K | 0.00% | −249−14.7% | Reduced |
| Advisory Services Network, LLC | 3,538 | $16.8K | 0.00% | +12+0.3% | Added |
| Ancora Advisors, LLC | 4,312 | $20.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,440 | $21.1K | 0.00% | −959−17.8% | Reduced |
| Harbor Investment Advisory, LLC | 4,917 | $23.4K | 0.00% | +4,917 | New |
| Belpointe Asset Management LLC | 5,000 | $23.8K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 5,715 | $27.2K | 0.02% | +5,715 | New |
| Toth Financial Advisory Corp | 6,000 | $28.6K | 0.00% | +2,000+50.0% | Added |
| Steward Partners Investment Advisory, LLC | 7,500 | $35.7K | 0.00% | −54,000−87.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 8,000 | $38.1K | 0.02% | +5,000+166.7% | Added |
| Prudential Financial Inc | 10,000 | $47.6K | 0.00% | +10,000 | New |
| Verdence Capital Advisors LLC | 10,000 | $47.6K | 0.01% | +10,000 | New |
| EPIQ Capital Group, LLC | 10,052 | $47.8K | 0.03% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 10,494 | $50.0K | 0.00% | +10,494 | New |
| Allen Capital Group, LLC | 10,500 | $50.0K | 0.01% | +10,500 | New |
| Clare Market Investments LLC | 10,500 | $50.0K | 0.02% | +10,500 | New |
| Mitsubishi UFJ Trust & Banking Corp | 11,323 | $53.9K | 0.00% | +2,071+22.4% | Added |
| Cubist Systematic Strategies, LLC | 12,140 | $57.8K | 0.00% | −642,693−98.1% | Reduced |
| Financial Perspectives, Inc | 12,151 | $57.8K | 0.03% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 12,233 | $58.2K | 0.00% | +12,233 | New |
| Twinbeech Capital LP | 12,525 | $59.6K | 0.00% | +12,525 | New |
| Raymond James Financial Services Advisors, Inc. | 12,682 | $60.4K | 0.00% | −5,656−30.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,919 | $61.5K | 0.00% | +2,892+28.8% | Added |
| Green Square Capital Advisors LLC | 13,015 | $62.0K | 0.01% | +13,015 | New |
| Ground Swell Capital, LLC | 13,031 | $62.0K | 0.10% | +13,031 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,044 | $62.1K | 0.00% | 00.0% | Unchanged |
| GFS Advisors, LLC | 13,215 | $63.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 13,900 | $66.2K | 0.01% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 14,050 | $66.9K | 0.01% | 00.0% | Unchanged |
| Callan Family Office, LLC | 14,100 | $67.1K | 0.02% | 00.0% | Unchanged |
| Lincoln National Corp | 14,409 | $68.6K | 0.00% | +14,409 | New |
| Leonteq Securities AG | 14,465 | $68.9K | 0.01% | −1,900−11.6% | Reduced |
| LPL Financial LLC | 15,111 | $71.9K | 0.00% | +15,111 | New |
| Evergreen Capital Management LLC | 15,797 | $75.2K | 0.00% | +3,966+33.5% | Added |
| Antipodes Partners Ltd | 16,151 | $76.0K | 0.00% | +16,151 | New |
| Kestra Advisory Services, LLC | 16,261 | $77.4K | 0.00% | +1,844+12.8% | Added |
| Cetera Investment Advisers | 16,607 | $79.0K | 0.00% | +16,607 | New |
| Shufro Rose & Co LLC | 17,045 | $81.1K | 0.01% | 00.0% | Unchanged |
| DDD Partners, LLC | 17,529 | $83.4K | 0.01% | 00.0% | Unchanged |
| Banco Santander, S.A. | 18,336 | $87.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 18,818 | $89.6K | 0.00% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 19,200 | $91.4K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 20,000 | $95.2K | 0.00% | −1,000−4.8% | Reduced |
| LWM Advisory Services, LLC | 20,592 | $98.0K | 0.10% | −12,262−37.3% | Reduced |
| Cornerstone Wealth Group, LLC | 21,501 | $102.3K | 0.02% | +3,286+18.0% | Added |
| Ossiam | 21,572 | $102.7K | 0.00% | +21,572 | New |
| First Trust Advisors LP | 21,900 | $104.2K | 0.00% | −10,006−31.4% | Reduced |
| JustInvest LLC | 21,929 | $104.4K | 0.00% | +1,406+6.9% | Added |
| O'Shaughnessy Asset Management, LLC | 22,761 | $108.3K | 0.00% | +3,110+15.8% | Added |
| Shen Neil Nanpeng | 23,264 | $110.7K | 3.94% | +10,852+87.4% | Added |
| Warther Private Wealth, LLC | 23,309 | $111.0K | 0.08% | −6,225−21.1% | Reduced |
| Pearl River Capital, LLC | 23,691 | $112.8K | 0.02% | +23,691 | New |
| Rhumbline Advisers | 24,097 | $115.0K | 0.00% | +24,097 | New |
| Wade G W & Inc | 24,602 | $117.0K | 0.00% | −12,301−33.3% | Reduced |
| Salvus Wealth Management, LLC | 27,000 | $128.5K | 0.10% | +27,000 | New |
| Delta Asset Management LLC | 27,588 | $131.3K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 28,989 | $138.0K | 0.00% | +8,214+39.5% | Added |
| SG Americas Securities, LLC | 30,065 | $143.0K | 0.00% | −20,720−40.8% | Reduced |
| Claro Advisors LLC | 30,402 | $144.7K | 0.04% | −6,210−17.0% | Reduced |
| Yorktown Management & Research Co Inc | 31,700 | $150.9K | 0.16% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 33,013 | $157.1K | 0.00% | +33,013 | New |
| Vontobel Holding Ltd. | 34,306 | $163.3K | 0.00% | −22,834−40.0% | Reduced |
| Harbour Capital Advisors, LLC | 35,000 | $166.6K | 0.05% | +35,000 | New |
| Handelsbanken Fonder AB | 36,400 | $173.0K | 0.00% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 36,709 | $174.7K | 0.00% | +1,709+4.9% | Added |
| Brinker Capital Investments, LLC | 36,709 | $174.7K | 0.00% | +36,709 | New |
| Integrated Wealth Concepts LLC | 38,274 | $182.0K | 0.00% | +38,274 | New |
| Sea Otter Advisors LLC | 38,500 | $183.3K | 0.12% | +38,500 | New |
| Guggenheim Capital LLC | 38,599 | $183.7K | 0.00% | +38,599 | New |
| Schonfeld Strategic Advisors LLC | 39,000 | $185.6K | 0.00% | +39,000 | New |
| IPG Investment Advisors LLC | 39,200 | $186.6K | 0.04% | +39,200 | New |
| Crossmark Global Holdings, Inc. | 39,622 | $188.0K | 0.00% | +39,622 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 44,256 | $210.7K | 0.00% | +3,117+7.6% | Added |
| Resources Investment Advisors, LLC. | 45,000 | $214.2K | 0.01% | +1,700+3.9% | Added |
| Mackenzie Financial Corp | 47,771 | $227.4K | 0.00% | +47,771 | New |