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 |
|---|---|---|---|---|---|
| C WorldWide Group Holding A/S | 97,235 | $767.0K | 0.01% | +97,235 | New |
| Commonwealth Equity Services, LLC | 96,006 | $757.0K | 0.00% | −33,705−26.0% | Reduced |
| Virtu Financial LLC | 94,737 | $747.0K | 0.06% | +94,737 | New |
| CI Private Wealth, LLC | 91,142 | $719.1K | 0.00% | −7,012−7.1% | Reduced |
| Manufacturers Life Insurance Company, The | 89,014 | $702.3K | 0.00% | −4,900−5.2% | Reduced |
| Vontobel Holding Ltd. | 85,041 | $671.0K | 0.01% | +50,735+147.9% | Added |
| GTS Securities LLC | 83,908 | $662.0K | 0.02% | +83,908 | New |
| Mariner, LLC | 82,965 | $654.6K | 0.00% | +2,374+2.9% | Added |
| JT Stratford LLC | 81,518 | $643.2K | 0.17% | −43,069−34.6% | Reduced |
| Vetamer Capital Management, L.P. | 77,864 | $614.3K | 0.95% | −89,693−53.5% | Reduced |
| Avestar Capital, LLC | 76,692 | $605.1K | 0.11% | −196,760−72.0% | Reduced |
| Two Sigma Securities, LLC | 75,499 | $595.7K | 0.05% | +22,912+43.6% | Added |
| Frank, Rimerman Advisors LLC | 75,175 | $593.1K | 0.14% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 70,327 | $554.9K | 0.00% | +7,528+12.0% | Added |
| Natixis | 67,241 | $534.2K | 0.00% | −9,103−11.9% | Reduced |
| Harbour Capital Advisors, LLC | 63,400 | $504.7K | 0.15% | +28,400+81.1% | Added |
| Susquehanna International Group, LLP | 61,916 | $488.5K | 0.00% | −368,108−85.6% | Reduced |
| Harbour Investments, Inc. | 61,824 | $487.8K | 0.02% | −70.0% | Reduced |
| Prudential Financial Inc | 58,850 | $464.3K | 0.00% | +48,850+488.5% | Added |
| Brookstone Capital Management | 58,250 | $453.2K | 0.01% | +58,250 | New |
| Machina Capital S.A.S. | 56,082 | $442.5K | 0.25% | +56,082 | New |
| Gsa Capital Partners LLP | 54,656 | $431.0K | 0.04% | +54,656 | New |
| Salvus Wealth Management, LLC | 54,000 | $426.1K | 0.33% | +27,000+100.0% | Added |
| LWM Advisory Services, LLC | 53,445 | $421.7K | 0.45% | +32,853+159.5% | Added |
| Regal Investment Advisors LLC | 51,707 | $408.0K | 0.03% | +2,204+4.5% | Added |
| Ossiam | 49,811 | $393.0K | 0.01% | +28,239+130.9% | Added |
| Cary Street Partners Asset Management LLC | 48,561 | $383.1K | 0.07% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 48,400 | $382.0K | 0.00% | +12,000+33.0% | Added |
| CIBC Private Wealth Group, LLC | 45,417 | $358.3K | 0.00% | +16,428+56.7% | Added |
| IPG Investment Advisors LLC | 45,200 | $356.6K | 0.08% | +6,000+15.3% | Added |
| Resources Investment Advisors, LLC. | 45,000 | $355.1K | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 44,932 | $354.5K | 0.10% | +44,932 | 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 |
| Boothbay Fund Management, LLC | 38,963 | $307.4K | 0.01% | +38,963 | New |
| Sonoma Private Wealth LLC | 37,936 | $299.3K | 0.52% | +37,936 | New |
| Mackenzie Financial Corp | 37,168 | $295.9K | 0.00% | −10,603−22.2% | Reduced |
| Guggenheim Capital LLC | 36,796 | $290.3K | 0.00% | −1,803−4.7% | Reduced |
| 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 |
| American International Group, Inc. | 35,861 | $282.9K | 0.00% | +35,861 | New |
| Pictet Asset Management SA | 33,135 | $261.4K | 0.00% | +33,135 | New |
| Gotham Asset Management, LLC | 33,078 | $261.0K | 0.01% | −31,714−48.9% | Reduced |
| Equitable Holdings, Inc. | 33,013 | $260.5K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 32,515 | $257.0K | 0.00% | +2,450+8.1% | Added |
| Advisor Group Holdings, Inc. | 32,490 | $256.0K | 0.00% | −19,714−37.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 32,219 | $254.2K | 0.00% | +9,458+41.6% | Added |
| Counterpoint Mutual Funds LLC | 32,007 | $252.5K | 0.23% | +32,007 | New |
| Yorktown Management & Research Co Inc | 31,700 | $250.1K | 0.27% | 00.0% | Unchanged |
| Claro Advisors LLC | 30,620 | $241.6K | 0.06% | +218+0.7% | Added |
| ExodusPoint Capital Management, LP | 29,293 | $231.0K | 0.00% | +29,293 | New |
| HAP Trading, LLC | 28,957 | $228.5K | 0.06% | +28,957 | New |
| EPIQ Capital Group, LLC | 28,684 | $226.3K | 0.12% | +18,632+185.4% | Added |
| Cornerstone Wealth Group, LLC | 28,073 | $221.5K | 0.04% | +6,572+30.6% | Added |
| Raymond James & Associates | 27,885 | $220.0K | 0.00% | −39,122−58.4% | Reduced |
| Delta Asset Management LLC | 27,588 | $217.7K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 26,412 | $208.4K | 0.00% | −11,862−31.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 26,345 | $207.9K | 0.00% | −17,911−40.5% | Reduced |
| Davenport & Co LLC | 25,500 | $201.2K | 0.00% | −75,000−74.6% | Reduced |
| Capstone Investment Advisors, LLC | 23,861 | $188.3K | 0.01% | +23,861 | New |
| Warther Private Wealth, LLC | 23,309 | $183.9K | 0.12% | 00.0% | Unchanged |
| JustInvest LLC | 23,287 | $183.7K | 0.01% | +1,358+6.2% | Added |
| Kovack Advisors, Inc. | 22,210 | $175.2K | 0.02% | +22,210 | New |
| Blueshift Asset Management, LLC | 21,834 | $172.3K | 0.07% | +21,834 | New |
| Axq Capital, LP | 21,600 | $170.4K | 0.21% | +21,600 | New |
| Vident Investment Advisory, LLC | 21,357 | $168.5K | 0.01% | +21,357 | New |
| Quantamental Technologies LLC | 21,006 | $165.7K | 0.07% | +21,006 | New |
| LPL Financial LLC | 20,495 | $161.7K | 0.00% | +5,384+35.6% | Added |
| Cigna Investments Inc | 20,325 | $160.0K | 0.03% | +20,325 | New |
| Federation des caisses Desjardins du Quebec | 20,000 | $157.8K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 19,736 | $155.7K | 0.00% | +19,736 | New |
| Landscape Capital Management, L.L.C. | 19,657 | $155.1K | 0.02% | +19,657 | New |
| Evergreen Capital Management LLC | 18,661 | $147.2K | 0.01% | +2,864+18.1% | Added |
| Engineers Gate Manager LP | 18,533 | $146.2K | 0.01% | −176,648−90.5% | Reduced |
| Banco Santander, S.A. | 18,336 | $144.7K | 0.00% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 18,000 | $142.0K | 0.02% | −1,200−6.3% | Reduced |
| DDD Partners, LLC | 17,529 | $138.3K | 0.02% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 17,045 | $134.5K | 0.01% | 00.0% | Unchanged |
| 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 |
| Centiva Capital, LP | 15,770 | $124.4K | 0.01% | +15,770 | New |
| Man Group plc | 15,077 | $119.0K | 0.00% | +15,077 | New |
| Brown Advisory Inc | 14,951 | $118.0K | 0.00% | −34,820−70.0% | Reduced |
| Kestra Advisory Services, LLC | 14,884 | $117.4K | 0.00% | −1,377−8.5% | Reduced |
| Leonteq Securities AG | 14,628 | $115.4K | 0.01% | +163+1.1% | Added |
| Lincoln National Corp | 14,409 | $113.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 14,274 | $112.6K | 0.07% | +14,274 | New |
| Cetera Investment Advisers | 14,209 | $112.1K | 0.00% | −2,398−14.4% | Reduced |
| Callan Family Office, LLC | 14,100 | $111.2K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 14,098 | $111.2K | 0.05% | +1,947+16.0% | Added |
| Private Wealth Partners, LLC | 13,900 | $109.7K | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 13,773 | $109.0K | 0.00% | −42,821−75.7% | Reduced |
| GFS Advisors, LLC | 13,215 | $104.0K | 0.02% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 13,015 | $102.7K | 0.01% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 12,581 | $99.3K | 0.01% | +348+2.8% | Added |
| Jupiter Asset Management Ltd | 12,284 | $96.9K | 0.00% | +12,284 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,256 | $96.7K | 0.00% | −788−6.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,239 | $96.6K | 0.00% | −443−3.5% | Reduced |
| AE Wealth Management LLC | 11,969 | $94.4K | 0.00% | +11,969 | New |
| Gladstone Institutional Advisory LLC | 10,869 | $85.8K | 0.01% | +10,869 | New |