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, Q2 2023
Institutional positions in Nu Holdings Ltd. as of Jun 30, 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
- 351
- +50 vs. Q1 2023
- Shares held
- 2.56B
- +94.7M (+3.8%) vs. Q1 2023
- Total value
- $20.2B
- +$8.48B (+72.3%) vs. Q1 2023
- New holders
- 89
- 103 more added
- Sold out
- 39
- 96 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Nu Holdings Ltd.; share changes are against Q1 2023.
| 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 | $8 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 20 | $158 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 25 | $198 | 0.00% | +25 | New |
| Parkside Financial Bank & Trust | 32 | $253 | 0.00% | +32 | New |
| Financial Avengers, Inc. | 64 | $505 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 162 | $1.28K | 0.00% | +162 | New |
| Global Retirement Partners, LLC | 179 | $1.41K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 195 | $1.54K | 0.00% | −3,106,900−100.0% | Reduced |
| EverSource Wealth Advisors, LLC | 206 | $1.63K | 0.00% | +107+108.1% | Added |
| Beacon Capital Management, LLC | 300 | $2.37K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 311 | $2.45K | 0.00% | +311 | New |
| Spire Wealth Management | 400 | $3.16K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 477 | $3.76K | 0.00% | +477 | New |
| Coppell Advisory Solutions LLC | 500 | $3.90K | 0.00% | +500 | New |
| Ritter Daniher Financial Advisory LLC | 500 | $3.94K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,091 | $4.44K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 575 | $4.54K | 0.00% | +575 | New |
| GPS Wealth Strategies Group, LLC | 1,000 | $7.89K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,019 | $8.04K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1,128 | $9.00K | 0.00% | +1,128 | New |
| Glass Jacobson Investment Advisors llc | 1,300 | $10.3K | 0.00% | +1,300 | New |
| Lee Financial Co | 1,720 | $13.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,444 | $14.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,942 | $15.0K | 0.00% | +1,149+144.9% | Added |
| Emfo, LLC | 1,933 | $15.3K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 2,000 | $15.8K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,271 | $17.9K | 0.00% | −129,978−98.3% | Reduced |
| Piscataqua Savings Bank | 2,500 | $19.7K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 2,931 | $23.1K | 0.00% | −77,569−96.4% | Reduced |
| Credit Agricole S A | 3,000 | $23.7K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3,285 | $26.1K | 0.00% | +935+39.8% | Added |
| MRP Capital Investments, LLC | 3,900 | $30.8K | 0.03% | +1,500+62.5% | Added |
| Amundi | 4,184 | $33.3K | 0.00% | +1,252+42.7% | Added |
| Harbor Investment Advisory, LLC | 4,666 | $36.8K | 0.01% | −251−5.1% | Reduced |
| Ancora Advisors, LLC | 5,712 | $45.1K | 0.00% | +1,400+32.5% | Added |
| Ridgewood Investments LLC | 5,715 | $45.1K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,081 | $48.0K | 0.00% | +1,641+37.0% | Added |
| Steward Partners Investment Advisory, LLC | 6,500 | $51.3K | 0.00% | −1,000−13.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 8,000 | $63.1K | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 8,989 | $70.9K | 0.00% | +8,989 | New |
| Antipodes Partners Ltd | 9,637 | $76.0K | 0.00% | −6,514−40.3% | Reduced |
| Verdence Capital Advisors LLC | 10,000 | $78.9K | 0.01% | 00.0% | Unchanged |
| Symmetry Peak Management LLC | 10,000 | $78.9K | 0.17% | +10,000 | New |
| Stokes Family Office, LLC | 10,000 | $78.9K | 0.01% | +10,000 | New |
| Zacks Investment Management | 10,091 | $79.6K | 0.00% | +10,091 | New |
| Wellington Management Group LLP | 10,385 | $81.9K | 0.00% | −941,539−98.9% | Reduced |
| Captrust Financial Advisors | 10,442 | $82.4K | 0.00% | +10,442 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,469 | $82.6K | 0.00% | −2,450−19.0% | Reduced |
| Los Angeles Capital Management LLC | 10,494 | $82.8K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 10,802 | $85.2K | 0.03% | +10,802 | New |
| Gladstone Institutional Advisory LLC | 10,869 | $85.8K | 0.01% | +10,869 | New |
| AE Wealth Management LLC | 11,969 | $94.4K | 0.00% | +11,969 | New |
| Raymond James Financial Services Advisors, Inc. | 12,239 | $96.6K | 0.00% | −443−3.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,256 | $96.7K | 0.00% | −788−6.0% | Reduced |
| Jupiter Asset Management Ltd | 12,284 | $96.9K | 0.00% | +12,284 | New |
| Metis Global Partners, LLC | 12,581 | $99.3K | 0.01% | +348+2.8% | Added |
| Green Square Capital Advisors LLC | 13,015 | $102.7K | 0.01% | 00.0% | Unchanged |
| GFS Advisors, LLC | 13,215 | $104.0K | 0.02% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 13,773 | $109.0K | 0.00% | −42,821−75.7% | Reduced |
| Private Wealth Partners, LLC | 13,900 | $109.7K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 14,098 | $111.2K | 0.05% | +1,947+16.0% | Added |
| Callan Family Office, LLC | 14,100 | $111.2K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 14,209 | $112.1K | 0.00% | −2,398−14.4% | Reduced |
| Quarry LP | 14,274 | $112.6K | 0.07% | +14,274 | New |
| Lincoln National Corp | 14,409 | $113.7K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 14,628 | $115.4K | 0.01% | +163+1.1% | Added |
| Kestra Advisory Services, LLC | 14,884 | $117.4K | 0.00% | −1,377−8.5% | Reduced |
| Brown Advisory Inc | 14,951 | $118.0K | 0.00% | −34,820−70.0% | Reduced |
| Man Group plc | 15,077 | $119.0K | 0.00% | +15,077 | New |
| Centiva Capital, LP | 15,770 | $124.4K | 0.01% | +15,770 | New |
| Belpointe Asset Management LLC | 16,532 | $130.4K | 0.01% | +11,532+230.6% | Added |
| Fortis Capital Advisors, LLC | 16,532 | $130.4K | 0.08% | +16,532 | New |
| Shufro Rose & Co LLC | 17,045 | $134.5K | 0.01% | 00.0% | Unchanged |
| DDD Partners, LLC | 17,529 | $138.3K | 0.02% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 18,000 | $142.0K | 0.02% | −1,200−6.3% | Reduced |
| Banco Santander, S.A. | 18,336 | $144.7K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 18,533 | $146.2K | 0.01% | −176,648−90.5% | Reduced |
| Evergreen Capital Management LLC | 18,661 | $147.2K | 0.01% | +2,864+18.1% | Added |
| Landscape Capital Management, L.L.C. | 19,657 | $155.1K | 0.02% | +19,657 | New |
| Yousif Capital Management, LLC | 19,736 | $155.7K | 0.00% | +19,736 | New |
| Federation des caisses Desjardins du Quebec | 20,000 | $157.8K | 0.00% | 00.0% | Unchanged |
| Cigna Investments Inc | 20,325 | $160.0K | 0.03% | +20,325 | New |
| LPL Financial LLC | 20,495 | $161.7K | 0.00% | +5,384+35.6% | Added |
| Quantamental Technologies LLC | 21,006 | $165.7K | 0.07% | +21,006 | New |
| Vident Investment Advisory, LLC | 21,357 | $168.5K | 0.01% | +21,357 | New |
| Axq Capital, LP | 21,600 | $170.4K | 0.21% | +21,600 | New |
| Blueshift Asset Management, LLC | 21,834 | $172.3K | 0.07% | +21,834 | New |
| Kovack Advisors, Inc. | 22,210 | $175.2K | 0.02% | +22,210 | New |
| JustInvest LLC | 23,287 | $183.7K | 0.01% | +1,358+6.2% | Added |
| Warther Private Wealth, LLC | 23,309 | $183.9K | 0.12% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 23,861 | $188.3K | 0.01% | +23,861 | New |
| Davenport & Co LLC | 25,500 | $201.2K | 0.00% | −75,000−74.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 26,345 | $207.9K | 0.00% | −17,911−40.5% | Reduced |
| Integrated Wealth Concepts LLC | 26,412 | $208.4K | 0.00% | −11,862−31.0% | Reduced |
| Delta Asset Management LLC | 27,588 | $217.7K | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 27,885 | $220.0K | 0.00% | −39,122−58.4% | Reduced |
| Cornerstone Wealth Group, LLC | 28,073 | $221.5K | 0.04% | +6,572+30.6% | Added |
| EPIQ Capital Group, LLC | 28,684 | $226.3K | 0.12% | +18,632+185.4% | Added |
| HAP Trading, LLC | 28,957 | $228.5K | 0.06% | +28,957 | New |