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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 29,293 | $231.0K | 0.00% | +29,293 | New |
| Claro Advisors LLC | 30,620 | $241.6K | 0.06% | +218+0.7% | Added |
| Yorktown Management & Research Co Inc | 31,700 | $250.1K | 0.27% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 32,007 | $252.5K | 0.23% | +32,007 | New |
| O'Shaughnessy Asset Management, LLC | 32,219 | $254.2K | 0.00% | +9,458+41.6% | Added |
| Advisor Group Holdings, Inc. | 32,490 | $256.0K | 0.00% | −19,714−37.8% | Reduced |
| SG Americas Securities, LLC | 32,515 | $257.0K | 0.00% | +2,450+8.1% | Added |
| Equitable Holdings, Inc. | 33,013 | $260.5K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 33,078 | $261.0K | 0.01% | −31,714−48.9% | Reduced |
| Pictet Asset Management SA | 33,135 | $261.4K | 0.00% | +33,135 | New |
| American International Group, Inc. | 35,861 | $282.9K | 0.00% | +35,861 | New |
| Brinker Capital Investments, LLC | 36,709 | $289.6K | 0.00% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 36,709 | $289.6K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 36,796 | $290.3K | 0.00% | −1,803−4.7% | Reduced |
| Mackenzie Financial Corp | 37,168 | $295.9K | 0.00% | −10,603−22.2% | Reduced |
| Sonoma Private Wealth LLC | 37,936 | $299.3K | 0.52% | +37,936 | New |
| Boothbay Fund Management, LLC | 38,963 | $307.4K | 0.01% | +38,963 | New |
| Prelude Capital Management, LLC | 40,000 | $315.6K | 0.03% | −362,050−90.1% | Reduced |
| Sea Otter Advisors LLC | 40,000 | $315.6K | 0.24% | +1,500+3.9% | Added |
| Fox Run Management, L.L.C. | 44,932 | $354.5K | 0.10% | +44,932 | New |
| Resources Investment Advisors, LLC. | 45,000 | $355.1K | 0.01% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 45,200 | $356.6K | 0.08% | +6,000+15.3% | Added |
| CIBC Private Wealth Group, LLC | 45,417 | $358.3K | 0.00% | +16,428+56.7% | Added |
| Handelsbanken Fonder AB | 48,400 | $382.0K | 0.00% | +12,000+33.0% | Added |
| Cary Street Partners Asset Management LLC | 48,561 | $383.1K | 0.07% | 00.0% | Unchanged |
| Ossiam | 49,811 | $393.0K | 0.01% | +28,239+130.9% | Added |
| Regal Investment Advisors LLC | 51,707 | $408.0K | 0.03% | +2,204+4.5% | Added |
| LWM Advisory Services, LLC | 53,445 | $421.7K | 0.45% | +32,853+159.5% | Added |
| Salvus Wealth Management, LLC | 54,000 | $426.1K | 0.33% | +27,000+100.0% | Added |
| Gsa Capital Partners LLP | 54,656 | $431.0K | 0.04% | +54,656 | New |
| Machina Capital S.A.S. | 56,082 | $442.5K | 0.25% | +56,082 | New |
| Brookstone Capital Management | 58,250 | $453.2K | 0.01% | +58,250 | New |
| Prudential Financial Inc | 58,850 | $464.3K | 0.00% | +48,850+488.5% | Added |
| Harbour Investments, Inc. | 61,824 | $487.8K | 0.02% | −70.0% | Reduced |
| Susquehanna International Group, LLP | 61,916 | $488.5K | 0.00% | −368,108−85.6% | Reduced |
| Harbour Capital Advisors, LLC | 63,400 | $504.7K | 0.15% | +28,400+81.1% | Added |
| Natixis | 67,241 | $534.2K | 0.00% | −9,103−11.9% | Reduced |
| Envestnet Asset Management Inc | 70,327 | $554.9K | 0.00% | +7,528+12.0% | Added |
| Frank, Rimerman Advisors LLC | 75,175 | $593.1K | 0.14% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 75,499 | $595.7K | 0.05% | +22,912+43.6% | Added |
| Avestar Capital, LLC | 76,692 | $605.1K | 0.11% | −196,760−72.0% | Reduced |
| Vetamer Capital Management, L.P. | 77,864 | $614.3K | 0.95% | −89,693−53.5% | Reduced |
| JT Stratford LLC | 81,518 | $643.2K | 0.17% | −43,069−34.6% | Reduced |
| Mariner, LLC | 82,965 | $654.6K | 0.00% | +2,374+2.9% | Added |
| GTS Securities LLC | 83,908 | $662.0K | 0.02% | +83,908 | New |
| Vontobel Holding Ltd. | 85,041 | $671.0K | 0.01% | +50,735+147.9% | Added |
| Manufacturers Life Insurance Company, The | 89,014 | $702.3K | 0.00% | −4,900−5.2% | Reduced |
| CI Private Wealth, LLC | 91,142 | $719.1K | 0.00% | −7,012−7.1% | Reduced |
| Virtu Financial LLC | 94,737 | $747.0K | 0.06% | +94,737 | New |
| Commonwealth Equity Services, LLC | 96,006 | $757.0K | 0.00% | −33,705−26.0% | Reduced |
| C WorldWide Group Holding A/S | 97,235 | $767.0K | 0.01% | +97,235 | New |
| Empowered Funds, LLC | 99,906 | $788.3K | 0.03% | −1,218−1.2% | Reduced |
| EA Series Trust | 99,906 | $788.3K | 0.03% | +99,906 | New |
| Bamco Inc | 100,000 | $789.0K | 0.00% | +100,000 | New |
| Parallax Volatility Advisers, L.P. | 101,906 | $804.0K | 0.03% | +101,906 | New |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 105,000 | $828.5K | 0.07% | −15,000−12.5% | Reduced |
| Neuberger Berman Group LLC | 110,063 | $868.4K | 0.00% | −35,740−24.5% | Reduced |
| MetLife Investment Management | 111,503 | $879.8K | 0.01% | +111,503 | New |
| TPG Financial Advisors, LLC | 112,937 | $891.1K | 0.47% | +41,068+57.1% | Added |
| Crossmark Global Holdings, Inc. | 122,500 | $968.0K | 0.02% | +82,878+209.2% | Added |
| Cederberg Capital Ltd | 123,300 | $973.0K | 0.42% | +123,300 | New |
| SRN Advisors, LLC | 123,921 | $977.7K | 0.87% | −176,182−58.7% | Reduced |
| Utah Retirement Systems | 124,600 | $983.1K | 0.01% | +124,600 | New |
| Jump Financial, LLC | 125,287 | $988.5K | 0.04% | +125,287 | New |
| Boston Private Wealth LLC | 127,647 | $1.01M | 0.02% | +35,059+37.9% | Added |
| Jasper Ridge Partners, L.P. | 131,776 | $1.04M | 0.05% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 132,389 | $1.04M | 0.17% | +132,389 | New |
| Cerity Partners LLC | 134,499 | $1.06M | 0.00% | +134,499 | New |
| Cambridge Investment Research Advisors, Inc. | 141,017 | $1.11M | 0.01% | +44,070+45.5% | Added |
| Cypress Point Wealth Management, LLC | 141,534 | $1.12M | 1.19% | 00.0% | Unchanged |
| Credit Suisse AG | 145,790 | $1.15M | 0.00% | −52,614−26.5% | Reduced |
| Advanced Portfolio Management, LLC | 150,000 | $1.18M | 1.08% | −390,000−72.2% | Reduced |
| Natixis Advisors, L.P. | 160,960 | $1.27M | 0.00% | +31,790+24.6% | Added |
| Ashford Capital Management Inc | 170,000 | $1.34M | 0.19% | +170,000 | New |
| Cloverfields Capital Group, LP | 172,888 | $1.36M | 0.44% | +172,888 | New |
| Resolute Capital Asset Partners LLC | 175,000 | $1.38M | 0.98% | +175,000 | New |
| Transcend Wealth Collective, LLC | 178,160 | $1.41M | 0.13% | −43,860−19.8% | Reduced |
| Wetherby Asset Management Inc | 182,260 | $1.44M | 0.08% | −27,256−13.0% | Reduced |
| Holocene Advisors, LP | 186,274 | $1.47M | 0.01% | +186,274 | New |
| First Republic Investment Management, Inc. | 187,517 | $1.48M | 0.01% | −2,795−1.5% | Reduced |
| Aigen Investment Management, LP | 193,096 | $1.52M | 0.23% | +59,268+44.3% | Added |
| DekaBank Deutsche Girozentrale | 197,390 | $1.53M | 0.00% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 195,083 | $1.54M | 0.62% | +195,083 | New |
| Schonfeld Strategic Advisors LLC | 197,132 | $1.56M | 0.01% | +158,132+405.5% | Added |
| Partners Capital Investment Group, LLP | 198,619 | $1.57M | 0.03% | +198,619 | New |
| Private Advisor Group, LLC | 218,633 | $1.73M | 0.01% | +67,869+45.0% | Added |
| Ameriprise Financial Inc | 218,932 | $1.73M | 0.00% | +9,270+4.4% | Added |
| Itau Unibanco Holding S.A. | 228,061 | $1.80M | 0.08% | +228,061 | New |
| Matthews International Capital Management LLC | 237,640 | $1.87M | 0.22% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 239,625 | $1.89M | 0.00% | +239,625 | New |
| Bayesian Capital Management, LP | 240,200 | $1.90M | 0.20% | +184,200+328.9% | Added |
| Amalgamated Bank | 241,427 | $1.91M | 0.02% | +241,427 | New |
| Principal Financial Group Inc | 243,684 | $1.92M | 0.00% | +243,684 | New |
| Xponance, Inc. | 245,769 | $1.94M | 0.03% | +245,769 | New |
| Crestone Asset Management LLC | 250,734 | $1.98M | 0.44% | 00.0% | Unchanged |
| JGP Global Gestao de Recursos Ltda. | 252,700 | $1.99M | 1.42% | +252,700 | New |
| Point72 Middle East FZE | 259,562 | $2.05M | 0.11% | +259,562 | New |
| Exchange Traded Concepts, LLC | 273,584 | $2.16M | 0.05% | −45,396−14.2% | Reduced |
| Creative Planning | 275,689 | $2.18M | 0.00% | −135,067−32.9% | Reduced |
| Wells Fargo & Company | 276,746 | $2.18M | 0.00% | +107,060+63.1% | Added |