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 |
|---|---|---|---|---|---|
| Impact Partnership Wealth, LLC | 10,802 | $85.2K | 0.03% | +10,802 | New |
| Los Angeles Capital Management LLC | 10,494 | $82.8K | 0.00% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,469 | $82.6K | 0.00% | −2,450−19.0% | Reduced |
| Captrust Financial Advisors | 10,442 | $82.4K | 0.00% | +10,442 | New |
| Wellington Management Group LLP | 10,385 | $81.9K | 0.00% | −941,539−98.9% | Reduced |
| Zacks Investment Management | 10,091 | $79.6K | 0.00% | +10,091 | New |
| 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 |
| Antipodes Partners Ltd | 9,637 | $76.0K | 0.00% | −6,514−40.3% | Reduced |
| Advisors Asset Management, Inc. | 8,989 | $70.9K | 0.00% | +8,989 | New |
| Newbridge Financial Services Group, Inc. | 8,000 | $63.1K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,500 | $51.3K | 0.00% | −1,000−13.3% | Reduced |
| The PNC Financial Services Group, Inc. | 6,081 | $48.0K | 0.00% | +1,641+37.0% | Added |
| Ridgewood Investments LLC | 5,715 | $45.1K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 5,712 | $45.1K | 0.00% | +1,400+32.5% | Added |
| Harbor Investment Advisory, LLC | 4,666 | $36.8K | 0.01% | −251−5.1% | Reduced |
| Amundi | 4,184 | $33.3K | 0.00% | +1,252+42.7% | Added |
| MRP Capital Investments, LLC | 3,900 | $30.8K | 0.03% | +1,500+62.5% | Added |
| TD Waterhouse Canada Inc. | 3,285 | $26.1K | 0.00% | +935+39.8% | Added |
| Credit Agricole S A | 3,000 | $23.7K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 2,931 | $23.1K | 0.00% | −77,569−96.4% | Reduced |
| Piscataqua Savings Bank | 2,500 | $19.7K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,271 | $17.9K | 0.00% | −129,978−98.3% | Reduced |
| PFS Partners, LLC | 2,000 | $15.8K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 1,933 | $15.3K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,942 | $15.0K | 0.00% | +1,149+144.9% | Added |
| IFP Advisors, Inc | 1,444 | $14.9K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 1,720 | $13.6K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,300 | $10.3K | 0.00% | +1,300 | New |
| Psagot Value Holdings Ltd. / (Israel) | 1,128 | $9.00K | 0.00% | +1,128 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,019 | $8.04K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,000 | $7.89K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 575 | $4.54K | 0.00% | +575 | New |
| FinTrust Capital Advisors, LLC | 1,091 | $4.44K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 500 | $3.94K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 500 | $3.90K | 0.00% | +500 | New |
| Venturi Wealth Management, LLC | 477 | $3.76K | 0.00% | +477 | New |
| Spire Wealth Management | 400 | $3.16K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 311 | $2.45K | 0.00% | +311 | New |
| Beacon Capital Management, LLC | 300 | $2.37K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 206 | $1.63K | 0.00% | +107+108.1% | Added |
| Point72 Asset Management, L.P. | 195 | $1.54K | 0.00% | −3,106,900−100.0% | Reduced |
| Global Retirement Partners, LLC | 179 | $1.41K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 162 | $1.28K | 0.00% | +162 | New |
| Financial Avengers, Inc. | 64 | $505 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 32 | $253 | 0.00% | +32 | New |
| WFA of San Diego, LLC | 25 | $198 | 0.00% | +25 | New |
| Investors Research Corp | 20 | $158 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 80 | $0 | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −3,910,188−100.0% | Sold out |
| Think Investments LP | 0 | $0 | 0.00% | −3,424,700−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −1,863,325−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −1,369,900−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −1,061,140−100.0% | Sold out |
| Verde Servicos Internacionais S.A. | 0 | $0 | 0.00% | −504,475−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −492,932−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −255,250−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −220,144−100.0% | Sold out |
| Hamilton Lane Advisors LLC | 0 | $0 | 0.00% | −165,045−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −159,992−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −158,697−100.0% | Sold out |
| Knollwood Investment Advisory, LLC | 0 | $0 | 0.00% | −136,288−100.0% | Sold out |
| Triumph Capital Management | 0 | $0 | 0.00% | −123,738−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −119,434−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −112,329−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −111,349−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −84,037−100.0% | Sold out |
| TradeLink Capital LLC | 0 | $0 | 0.00% | −77,000−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −66,247−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −63,561−100.0% | Sold out |
| Tiger Management L.L.C. | 0 | $0 | 0.00% | −61,512−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −58,307−100.0% | Sold out |
| Wade G W & Inc | 0 | $0 | 0.00% | −24,602−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −23,691−100.0% | Sold out |
| Shen Neil Nanpeng | 0 | $0 | 0.00% | −23,264−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −18,818−100.0% | Sold out |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −14,050−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −13,031−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −12,525−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −11,323−100.0% | Sold out |
| Allen Capital Group, LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Clare Market Investments LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,538−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −757−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −121−100.0% | Sold out |