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 |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 26,814 | $183.4K | 0.00% | −10,354−27.9% | Reduced |
| Davenport & Co LLC | 25,500 | $184.9K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 25,815 | $187.2K | 0.01% | +2,528+10.9% | Added |
| Cresset Asset Management, LLC | 26,518 | $192.3K | 0.00% | +26,518 | New |
| Sonoma Private Wealth LLC | 26,765 | $194.0K | 0.35% | −11,171−29.4% | Reduced |
| Shen Neil Nanpeng | 23,264 | $197.0K | 4.97% | +23,264 | New |
| Evergreen Capital Management LLC | 27,496 | $199.3K | 0.01% | +8,835+47.3% | Added |
| Steward Partners Investment Advisory, LLC | 27,500 | $199.4K | 0.00% | +21,000+323.1% | Added |
| Delta Asset Management LLC | 27,588 | $200.0K | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 27,816 | $201.7K | 0.00% | +27,816 | New |
| Raymond James & Associates | 27,830 | $201.8K | 0.00% | −55−0.2% | Reduced |
| Antipodes Partners Ltd | 27,905 | $203.0K | 0.01% | +18,268+189.6% | Added |
| Equitable Holdings, Inc. | 29,513 | $214.0K | 0.00% | −3,500−10.6% | Reduced |
| Claro Advisors LLC | 31,270 | $226.7K | 0.06% | +650+2.1% | Added |
| Cornerstone Wealth Group, LLC | 31,359 | $227.4K | 0.04% | +3,286+11.7% | Added |
| Wellington Management Group LLP | 32,344 | $234.5K | 0.00% | +21,959+211.4% | Added |
| J. Goldman & Co LP | 32,550 | $236.0K | 0.01% | +32,550 | New |
| Warther Private Wealth, LLC | 32,809 | $237.9K | 0.16% | +9,500+40.8% | Added |
| O'Shaughnessy Asset Management, LLC | 33,583 | $243.5K | 0.00% | +1,364+4.2% | Added |
| American International Group, Inc. | 33,602 | $243.6K | 0.00% | −2,259−6.3% | Reduced |
| Guggenheim Capital LLC | 33,891 | $245.7K | 0.00% | −2,905−7.9% | Reduced |
| OneAscent Wealth Management LLC | 34,026 | $247.0K | 0.11% | +34,026 | New |
| Lincoln National Corp | 35,119 | $254.6K | 0.01% | +20,710+143.7% | Added |
| Parkwood LLC | 35,408 | $257.0K | 0.05% | +35,408 | New |
| Marcum Wealth, LLC | 35,521 | $257.5K | 0.03% | +35,521 | New |
| Clough Capital Partners L P | 36,192 | $262.4K | 0.03% | +36,192 | New |
| OneAscent Financial Services LLC | 36,838 | $267.0K | 0.07% | +36,838 | New |
| Brinker Capital Investments, LLC | 37,591 | $272.5K | 0.00% | +882+2.4% | Added |
| Orion Portfolio Solutions, LLC | 37,591 | $272.5K | 0.00% | +882+2.4% | Added |
| LWM Advisory Services, LLC | 37,897 | $274.8K | 0.29% | −15,548−29.1% | Reduced |
| LPL Financial LLC | 38,081 | $276.1K | 0.00% | +17,586+85.8% | Added |
| Precision Wealth Strategies, LLC | 40,308 | $292.2K | 0.32% | +40,308 | New |
| Capstone Investment Advisors, LLC | 43,750 | $317.2K | 0.01% | +19,889+83.4% | Added |
| Machina Capital S.A.S. | 43,952 | $318.7K | 0.18% | −12,130−21.6% | Reduced |
| IPG Investment Advisors LLC | 44,200 | $320.4K | 0.07% | −1,000−2.2% | Reduced |
| Axq Capital, LP | 46,100 | $334.2K | 0.12% | +24,500+113.4% | Added |
| Sea Otter Advisors LLC | 50,000 | $362.5K | 0.26% | +10,000+25.0% | Added |
| Blueshift Asset Management, LLC | 50,598 | $366.8K | 0.22% | +28,764+131.7% | Added |
| Natixis | 50,719 | $367.7K | 0.00% | −16,522−24.6% | Reduced |
| Avestar Capital, LLC | 51,992 | $376.9K | 0.06% | −24,700−32.2% | Reduced |
| Resources Investment Advisors, LLC. | 55,158 | $399.9K | 0.01% | +10,158+22.6% | Added |
| Jupiter Asset Management Ltd | 58,333 | $422.9K | 0.00% | +46,049+374.9% | Added |
| Salvus Wealth Management, LLC | 59,000 | $427.8K | 0.34% | +5,000+9.3% | Added |
| Prudential Financial Inc | 59,450 | $431.0K | 0.00% | +600+1.0% | Added |
| Pictet Asset Management Holding SA | 60,518 | $438.8K | 0.00% | +60,518 | New |
| Wade G W & Inc | 61,506 | $446.0K | 0.02% | +61,506 | New |
| Seven Eight Capital, LP | 61,779 | $447.9K | 0.05% | −70,610−53.3% | Reduced |
| Harbour Investments, Inc. | 61,885 | $448.7K | 0.02% | +61+0.1% | Added |
| Credit Suisse AG | 62,612 | $453.9K | 0.00% | −83,178−57.1% | Reduced |
| Two Sigma Securities, LLC | 64,031 | $464.2K | 0.02% | −11,468−15.2% | Reduced |
| Vetamer Capital Management, L.P. | 68,279 | $495.0K | 0.91% | −9,585−12.3% | Reduced |
| Regal Investment Advisors LLC | 70,957 | $514.4K | 0.04% | +19,250+37.2% | Added |
| Prudential PLC | 71,882 | $521.1K | 0.01% | +71,882 | New |
| Ethic Inc. | 71,888 | $521.2K | 0.02% | +71,888 | New |
| Vanderbilt University | 72,323 | $524.3K | 0.14% | +72,323 | New |
| Frank, Rimerman Advisors LLC | 75,175 | $545.0K | 0.13% | 00.0% | Unchanged |
| JT Stratford LLC | 76,128 | $551.9K | 0.14% | −5,390−6.6% | Reduced |
| C WorldWide Group Holding A/S | 77,027 | $558.0K | 0.01% | −20,208−20.8% | Reduced |
| Harbour Capital Advisors, LLC | 77,050 | $558.6K | 0.17% | +13,650+21.5% | Added |
| Eschler Asset Management LLP | 80,736 | $585.3K | 0.68% | +80,736 | New |
| Caption Management, LLC | 81,240 | $589.0K | 0.08% | +81,240 | New |
| Advisor Group Holdings, Inc. | 85,031 | $616.5K | 0.00% | +52,541+161.7% | Added |
| Vontobel Holding Ltd. | 85,093 | $616.9K | 0.01% | +52+0.1% | Added |
| Aviva PLC | 88,193 | $639.4K | 0.00% | +88,193 | New |
| Prelude Capital Management, LLC | 90,020 | $652.6K | 0.06% | +50,020+125.1% | Added |
| Diametric Capital, LP | 93,514 | $678.0K | 0.28% | +93,514 | New |
| CI Private Wealth, LLC | 95,221 | $690.4K | 0.00% | +4,079+4.5% | Added |
| Handelsbanken Fonder AB | 96,800 | $702.0K | 0.00% | +48,400+100.0% | Added |
| Mariner, LLC | 98,725 | $715.8K | 0.00% | +15,760+19.0% | Added |
| Ashford Capital Management Inc | 101,200 | $733.7K | 0.11% | −68,800−40.5% | Reduced |
| STRS Ohio | 103,957 | $753.0K | 0.00% | +103,957 | New |
| Neuberger Berman Group LLC | 104,760 | $759.5K | 0.00% | −5,303−4.8% | Reduced |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 105,000 | $761.3K | 0.06% | 00.0% | Unchanged |
| MetLife Investment Management | 111,569 | $808.9K | 0.01% | +66+0.1% | Added |
| Centiva Capital, LP | 114,787 | $832.2K | 0.04% | +99,017+627.9% | Added |
| SRN Advisors, LLC | 116,633 | $845.6K | 0.84% | −7,288−5.9% | Reduced |
| Commonwealth Equity Services, LLC | 119,106 | $864.0K | 0.00% | +23,100+24.1% | Added |
| Numerai GP LLC | 122,270 | $886.5K | 0.29% | +122,270 | New |
| Cederberg Capital Ltd | 123,300 | $894.0K | 0.25% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 130,106 | $943.3K | 0.03% | +111,573+602.0% | Added |
| TPG Financial Advisors, LLC | 132,450 | $960.3K | 0.50% | +19,513+17.3% | Added |
| First Manhattan Co | 132,500 | $960.6K | 0.00% | +132,500 | New |
| Driehaus Capital Management LLC | 135,824 | $984.7K | 0.01% | +135,824 | New |
| American Century Companies Inc | 147,119 | $1.07M | 0.00% | +147,119 | New |
| DekaBank Deutsche Girozentrale | 149,572 | $1.08M | 0.00% | −47,818−24.2% | Reduced |
| Crossmark Global Holdings, Inc. | 143,946 | $1.09M | 0.02% | +21,446+17.5% | Added |
| Parallax Volatility Advisers, L.P. | 150,935 | $1.09M | 0.04% | +49,029+48.1% | Added |
| Channel Wealth LLC | 151,374 | $1.10M | 0.61% | +151,374 | New |
| Envestnet Asset Management Inc | 152,354 | $1.10M | 0.00% | +82,027+116.6% | Added |
| PEAK6 Investments LLC | 155,062 | $1.12M | 0.05% | +155,062 | New |
| Squarepoint Ops LLC | 168,349 | $1.22M | 0.01% | +168,349 | New |
| Private Advisor Group, LLC | 169,348 | $1.23M | 0.01% | −49,285−22.5% | Reduced |
| Cloverfields Capital Group, LP | 172,888 | $1.25M | 0.56% | 00.0% | Unchanged |
| Utah Retirement Systems | 182,501 | $1.32M | 0.02% | +57,901+46.5% | Added |
| Jump Financial, LLC | 182,800 | $1.33M | 0.05% | +57,513+45.9% | Added |
| Crestone Asset Management LLC | 185,762 | $1.35M | 0.32% | −64,972−25.9% | Reduced |
| SG Americas Securities, LLC | 190,907 | $1.38M | 0.02% | +158,392+487.1% | Added |
| RPg Family Wealth Advisory, LLC | 194,700 | $1.41M | 0.58% | −383−0.2% | Reduced |
| Partners Capital Investment Group, LLP | 198,619 | $1.44M | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 202,786 | $1.47M | 0.01% | +61,769+43.8% | Added |