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, Q3 2023
Institutional positions in Nu Holdings Ltd. as of Sep 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
- 403
- +55 vs. Q2 2023
- Shares held
- 2.57B
- +5.31M (+0.2%) vs. Q2 2023
- Total value
- $18.6B
- −$1.60B (−7.9%) vs. Q2 2023
- New holders
- 89
- 178 more added
- Sold out
- 34
- 88 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Nu Holdings Ltd.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 9 | $65 | 0.00% | +9 | New |
| Bokf, NA | 15 | $123 | 0.00% | +15 | New |
| Assetmark, Inc | 19 | $138 | 0.00% | +19 | New |
| Investors Research Corp | 20 | $145 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 23 | $167 | 0.00% | +23 | New |
| WFA of San Diego, LLC | 25 | $182 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 53 | $385 | 0.00% | +21+65.6% | Added |
| Farther Finance Advisors, LLC | 100 | $725 | 0.00% | +100 | New |
| Global Retirement Partners, LLC | 179 | $1.26K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 200 | $1.45K | 0.00% | −19,800−99.0% | Reduced |
| Bell Investment Advisors, Inc | 226 | $1.64K | 0.00% | +64+39.5% | Added |
| EverSource Wealth Advisors, LLC | 279 | $2.02K | 0.00% | +73+35.4% | Added |
| Venturi Wealth Management, LLC | 288 | $2.09K | 0.00% | −189−39.6% | Reduced |
| US Bancorp | 299 | $2.17K | 0.00% | +299 | New |
| Beacon Capital Management, LLC | 300 | $2.37K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 400 | $2.90K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 430 | $3.03K | 0.00% | −2,501−85.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 478 | $3.46K | 0.00% | +478 | New |
| Ritter Daniher Financial Advisory LLC | 500 | $3.63K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 575 | $4.17K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 675 | $5.00K | 0.00% | −453−40.2% | Reduced |
| Chesapeake Asset Management LLC | 933 | $6.76K | 0.01% | +933 | New |
| GPS Wealth Strategies Group, LLC | 1,000 | $7.25K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,063 | $7.71K | 0.00% | −28−2.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,019 | $8.39K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,435 | $10.1K | 0.00% | −1,850−56.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,500 | $10.9K | 0.00% | +200+15.4% | Added |
| Cutler Group LP | 1,697 | $12.0K | 0.00% | +1,697 | New |
| Lee Financial Co | 1,720 | $12.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,977 | $14.0K | 0.00% | +35+1.8% | Added |
| Covestor Ltd | 1,963 | $14.0K | 0.01% | +1,963 | New |
| Emfo, LLC | 1,933 | $14.0K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 2,000 | $14.5K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 2,500 | $18.0K | 0.00% | +2,500 | New |
| Piscataqua Savings Bank | 2,500 | $18.1K | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 3,000 | $21.8K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3,022 | $21.9K | 0.01% | +3,022 | New |
| IFP Advisors, Inc | 3,242 | $23.5K | 0.00% | +1,798+124.5% | Added |
| Huntington National Bank | 4,144 | $30.0K | 0.00% | +3,833+1,232.5% | Added |
| Quarry LP | 5,033 | $36.5K | 0.02% | −9,241−64.7% | Reduced |
| Ancora Advisors, LLC | 5,712 | $41.4K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 6,775 | $49.1K | 0.00% | +6,775 | New |
| Tower Research Capital LLC (TRC) | 7,593 | $55.0K | 0.00% | +5,322+234.3% | Added |
| Newbridge Financial Services Group, Inc. | 8,000 | $58.0K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,339 | $60.5K | 0.00% | +2,258+37.1% | Added |
| Verdence Capital Advisors LLC | 10,000 | $72.5K | 0.01% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 10,000 | $72.5K | 0.01% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 10,200 | $74.0K | 0.01% | +10,200 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,207 | $74.0K | 0.00% | −2,049−16.7% | Reduced |
| Graham Capital Management, L.P. | 10,343 | $75.0K | 0.00% | +10,343 | New |
| Allspring Global Investments Holdings, LLC | 10,614 | $77.0K | 0.00% | +10,614 | New |
| Transcend Wealth Collective, LLC | 10,625 | $77.0K | 0.01% | −167,535−94.0% | Reduced |
| First Western Trust Bank | 10,993 | $79.7K | 0.00% | +10,993 | New |
| Los Angeles Capital Management LLC | 11,203 | $81.2K | 0.00% | +709+6.8% | Added |
| Seven Mile Advisory | 11,281 | $81.8K | 0.09% | +11,281 | New |
| Sand Hill Global Advisors, LLC | 11,533 | $83.6K | 0.00% | +11,533 | New |
| Aptus Capital Advisors, LLC | 11,757 | $85.2K | 0.00% | +11,757 | New |
| Truist Financial Corp | 11,995 | $87.0K | 0.00% | +11,995 | New |
| Pinkerton Retirement Specialists, LLC | 12,196 | $88.4K | 0.02% | +12,196 | New |
| Cooper Financial Group | 12,228 | $88.7K | 0.02% | +12,228 | New |
| Bayesian Capital Management, LP | 12,300 | $89.2K | 0.01% | −227,900−94.9% | Reduced |
| Impact Partnership Wealth, LLC | 12,362 | $89.6K | 0.03% | +1,560+14.4% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 12,400 | $89.9K | 0.05% | +12,400 | New |
| Green Square Capital Advisors LLC | 13,015 | $94.4K | 0.01% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 13,084 | $94.9K | 0.00% | +503+4.0% | Added |
| Moran Wealth Management, LLC | 13,195 | $95.7K | 0.00% | +13,195 | New |
| Raymond James Financial Services Advisors, Inc. | 13,220 | $95.8K | 0.00% | +981+8.0% | Added |
| AE Wealth Management LLC | 13,268 | $96.2K | 0.00% | +1,299+10.9% | Added |
| Gladstone Institutional Advisory LLC | 13,655 | $99.0K | 0.01% | +2,786+25.6% | Added |
| Triumph Capital Management | 13,822 | $100.2K | 0.05% | +13,822 | New |
| Private Wealth Partners, LLC | 13,900 | $100.8K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 13,951 | $101.1K | 0.00% | −1,000−6.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 14,138 | $102.5K | 0.00% | +14,138 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,828 | $105.6K | 0.00% | +4,359+41.6% | Added |
| Boothbay Fund Management, LLC | 14,580 | $105.7K | 0.00% | −24,383−62.6% | Reduced |
| Leonteq Securities AG | 14,628 | $106.1K | 0.01% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 15,400 | $111.7K | 0.00% | +15,400 | New |
| Balboa Wealth Partners | 15,717 | $113.9K | 0.04% | +15,717 | New |
| Kestra Advisory Services, LLC | 15,939 | $115.6K | 0.00% | +1,055+7.1% | Added |
| Financial Perspectives, Inc | 16,132 | $117.0K | 0.05% | +2,034+14.4% | Added |
| Fortis Capital Management LLC | 16,771 | $121.6K | 0.04% | +16,771 | New |
| Shufro Rose & Co LLC | 17,045 | $123.6K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 17,266 | $125.2K | 0.00% | +17,266 | New |
| Pekin Hardy Strauss, Inc. | 18,000 | $130.5K | 0.02% | 00.0% | Unchanged |
| Banco Santander, S.A. | 18,336 | $132.9K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 18,929 | $137.2K | 0.00% | +8,487+81.3% | Added |
| Advisors Asset Management, Inc. | 19,378 | $140.5K | 0.00% | +10,389+115.6% | Added |
| Kovack Advisors, Inc. | 20,135 | $146.0K | 0.02% | −2,075−9.3% | Reduced |
| Cigna Investments Inc | 20,325 | $147.0K | 0.03% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 20,904 | $151.6K | 0.00% | −1,332,345−98.5% | Reduced |
| Vident Advisory, LLC | 21,045 | $152.6K | 0.00% | +21,045 | New |
| Woodline Partners LP | 21,636 | $156.9K | 0.00% | +21,636 | New |
| Pinebridge Investments, L.P. | 21,674 | $157.1K | 0.00% | +21,674 | New |
| Point72 Middle East FZE | 22,139 | $160.5K | 0.01% | −237,423−91.5% | Reduced |
| Yousif Capital Management, LLC | 22,931 | $166.3K | 0.00% | +3,195+16.2% | Added |
| Cary Street Partners Asset Management LLC | 23,561 | $170.8K | 0.03% | −25,000−51.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 23,561 | $170.8K | 0.01% | +23,561 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 23,740 | $172.1K | 0.06% | +23,740 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 24,318 | $176.3K | 0.00% | −2,027−7.7% | Reduced |