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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 48,497 | $231.0K | 0.00% | +2,836+6.2% | Added |
| Mackenzie Financial Corp | 47,771 | $227.4K | 0.00% | +47,771 | New |
| Resources Investment Advisors, LLC. | 45,000 | $214.2K | 0.01% | +1,700+3.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 44,256 | $210.7K | 0.00% | +3,117+7.6% | Added |
| Crossmark Global Holdings, Inc. | 39,622 | $188.0K | 0.00% | +39,622 | New |
| IPG Investment Advisors LLC | 39,200 | $186.6K | 0.04% | +39,200 | New |
| Schonfeld Strategic Advisors LLC | 39,000 | $185.6K | 0.00% | +39,000 | New |
| Guggenheim Capital LLC | 38,599 | $183.7K | 0.00% | +38,599 | New |
| Sea Otter Advisors LLC | 38,500 | $183.3K | 0.12% | +38,500 | New |
| Integrated Wealth Concepts LLC | 38,274 | $182.0K | 0.00% | +38,274 | New |
| 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 |
| Handelsbanken Fonder AB | 36,400 | $173.0K | 0.00% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 35,000 | $166.6K | 0.05% | +35,000 | New |
| Vontobel Holding Ltd. | 34,306 | $163.3K | 0.00% | −22,834−40.0% | Reduced |
| Equitable Holdings, Inc. | 33,013 | $157.1K | 0.00% | +33,013 | New |
| Yorktown Management & Research Co Inc | 31,700 | $150.9K | 0.16% | 00.0% | Unchanged |
| Claro Advisors LLC | 30,402 | $144.7K | 0.04% | −6,210−17.0% | Reduced |
| SG Americas Securities, LLC | 30,065 | $143.0K | 0.00% | −20,720−40.8% | Reduced |
| CIBC Private Wealth Group, LLC | 28,989 | $138.0K | 0.00% | +8,214+39.5% | Added |
| Delta Asset Management LLC | 27,588 | $131.3K | 0.01% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 27,000 | $128.5K | 0.10% | +27,000 | New |
| Wade G W & Inc | 24,602 | $117.0K | 0.00% | −12,301−33.3% | Reduced |
| Rhumbline Advisers | 24,097 | $115.0K | 0.00% | +24,097 | New |
| Pearl River Capital, LLC | 23,691 | $112.8K | 0.02% | +23,691 | New |
| Warther Private Wealth, LLC | 23,309 | $111.0K | 0.08% | −6,225−21.1% | Reduced |
| Shen Neil Nanpeng | 23,264 | $110.7K | 3.94% | +10,852+87.4% | Added |
| O'Shaughnessy Asset Management, LLC | 22,761 | $108.3K | 0.00% | +3,110+15.8% | Added |
| JustInvest LLC | 21,929 | $104.4K | 0.00% | +1,406+6.9% | Added |
| First Trust Advisors LP | 21,900 | $104.2K | 0.00% | −10,006−31.4% | Reduced |
| Ossiam | 21,572 | $102.7K | 0.00% | +21,572 | New |
| Cornerstone Wealth Group, LLC | 21,501 | $102.3K | 0.02% | +3,286+18.0% | Added |
| LWM Advisory Services, LLC | 20,592 | $98.0K | 0.10% | −12,262−37.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 20,000 | $95.2K | 0.00% | −1,000−4.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 19,200 | $91.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 18,818 | $89.6K | 0.00% | 00.0% | Unchanged |
| Banco Santander, S.A. | 18,336 | $87.3K | 0.00% | 00.0% | Unchanged |
| DDD Partners, LLC | 17,529 | $83.4K | 0.01% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 17,045 | $81.1K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 16,607 | $79.0K | 0.00% | +16,607 | New |
| Kestra Advisory Services, LLC | 16,261 | $77.4K | 0.00% | +1,844+12.8% | Added |
| Antipodes Partners Ltd | 16,151 | $76.0K | 0.00% | +16,151 | New |
| Evergreen Capital Management LLC | 15,797 | $75.2K | 0.00% | +3,966+33.5% | Added |
| LPL Financial LLC | 15,111 | $71.9K | 0.00% | +15,111 | New |
| Leonteq Securities AG | 14,465 | $68.9K | 0.01% | −1,900−11.6% | Reduced |
| Lincoln National Corp | 14,409 | $68.6K | 0.00% | +14,409 | New |
| Callan Family Office, LLC | 14,100 | $67.1K | 0.02% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 14,050 | $66.9K | 0.01% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 13,900 | $66.2K | 0.01% | 00.0% | Unchanged |
| GFS Advisors, LLC | 13,215 | $63.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,044 | $62.1K | 0.00% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 13,031 | $62.0K | 0.10% | +13,031 | New |
| Green Square Capital Advisors LLC | 13,015 | $62.0K | 0.01% | +13,015 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,919 | $61.5K | 0.00% | +2,892+28.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 12,682 | $60.4K | 0.00% | −5,656−30.8% | Reduced |
| Twinbeech Capital LP | 12,525 | $59.6K | 0.00% | +12,525 | New |
| Metis Global Partners, LLC | 12,233 | $58.2K | 0.00% | +12,233 | New |
| Financial Perspectives, Inc | 12,151 | $57.8K | 0.03% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 12,140 | $57.8K | 0.00% | −642,693−98.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 11,323 | $53.9K | 0.00% | +2,071+22.4% | Added |
| 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 |
| Los Angeles Capital Management LLC | 10,494 | $50.0K | 0.00% | +10,494 | New |
| EPIQ Capital Group, LLC | 10,052 | $47.8K | 0.03% | 00.0% | Unchanged |
| 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 |
| Newbridge Financial Services Group, Inc. | 8,000 | $38.1K | 0.02% | +5,000+166.7% | Added |
| Steward Partners Investment Advisory, LLC | 7,500 | $35.7K | 0.00% | −54,000−87.8% | Reduced |
| Toth Financial Advisory Corp | 6,000 | $28.6K | 0.00% | +2,000+50.0% | Added |
| Ridgewood Investments LLC | 5,715 | $27.2K | 0.02% | +5,715 | New |
| Belpointe Asset Management LLC | 5,000 | $23.8K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,917 | $23.4K | 0.00% | +4,917 | New |
| The PNC Financial Services Group, Inc. | 4,440 | $21.1K | 0.00% | −959−17.8% | Reduced |
| Ancora Advisors, LLC | 4,312 | $20.5K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,538 | $16.8K | 0.00% | +12+0.3% | Added |
| IFP Advisors, Inc | 1,444 | $14.9K | 0.00% | −249−14.7% | Reduced |
| Credit Agricole S A | 3,000 | $14.3K | 0.00% | 00.0% | Unchanged |
| Amundi | 2,932 | $13.1K | 0.00% | +750+34.4% | Added |
| Piscataqua Savings Bank | 2,500 | $11.9K | 0.01% | +2,500 | New |
| MRP Capital Investments, LLC | 2,400 | $11.4K | 0.01% | +2,400 | New |
| TD Waterhouse Canada Inc. | 2,350 | $10.6K | 0.00% | +150+6.8% | Added |
| PFS Partners, LLC | 2,000 | $9.52K | 0.01% | +2,000 | New |
| Emfo, LLC | 1,933 | $9.20K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 1,720 | $8.19K | 0.00% | +1,720 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,019 | $4.85K | 0.00% | +1,019 | New |
| 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 |
| FinTrust Capital Advisors, LLC | 1,091 | $4.44K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 793 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 757 | $3.60K | 0.00% | +695+1,121.0% | Added |
| ICA Group Wealth Management, LLC | 700 | $3.33K | 0.00% | +700 | New |
| Ritter Daniher Financial Advisory LLC | 500 | $2.38K | 0.00% | +500 | New |
| Spire Wealth Management | 400 | $1.90K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 300 | $1.43K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 179 | $927 | 0.00% | +4+2.3% | Added |
| Sound Income Strategies, LLC | 121 | $576 | 0.00% | +121 | New |
| EverSource Wealth Advisors, LLC | 99 | $471 | 0.00% | +99 | New |
| Financial Avengers, Inc. | 64 | $305 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 20 | $95 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1 | $5 | 0.00% | 00.0% | Unchanged |