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 |
|---|---|---|---|---|---|
| Matthews International Capital Management LLC | 212,537 | $1.54M | 0.19% | −25,103−10.6% | Reduced |
| ExodusPoint Capital Management, LP | 207,689 | $1.51M | 0.02% | +178,396+609.0% | Added |
| Boston Private Wealth LLC | 205,579 | $1.49M | 0.03% | +77,932+61.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 202,786 | $1.47M | 0.01% | +61,769+43.8% | Added |
| Partners Capital Investment Group, LLP | 198,619 | $1.44M | 0.03% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 194,700 | $1.41M | 0.58% | −383−0.2% | Reduced |
| SG Americas Securities, LLC | 190,907 | $1.38M | 0.02% | +158,392+487.1% | Added |
| Crestone Asset Management LLC | 185,762 | $1.35M | 0.32% | −64,972−25.9% | Reduced |
| Jump Financial, LLC | 182,800 | $1.33M | 0.05% | +57,513+45.9% | Added |
| Utah Retirement Systems | 182,501 | $1.32M | 0.02% | +57,901+46.5% | Added |
| Cloverfields Capital Group, LP | 172,888 | $1.25M | 0.56% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 169,348 | $1.23M | 0.01% | −49,285−22.5% | Reduced |
| Squarepoint Ops LLC | 168,349 | $1.22M | 0.01% | +168,349 | New |
| PEAK6 Investments LLC | 155,062 | $1.12M | 0.05% | +155,062 | New |
| Envestnet Asset Management Inc | 152,354 | $1.10M | 0.00% | +82,027+116.6% | Added |
| Channel Wealth LLC | 151,374 | $1.10M | 0.61% | +151,374 | New |
| Parallax Volatility Advisers, L.P. | 150,935 | $1.09M | 0.04% | +49,029+48.1% | Added |
| Crossmark Global Holdings, Inc. | 143,946 | $1.09M | 0.02% | +21,446+17.5% | Added |
| DekaBank Deutsche Girozentrale | 149,572 | $1.08M | 0.00% | −47,818−24.2% | Reduced |
| American Century Companies Inc | 147,119 | $1.07M | 0.00% | +147,119 | New |
| Driehaus Capital Management LLC | 135,824 | $984.7K | 0.01% | +135,824 | New |
| First Manhattan Co | 132,500 | $960.6K | 0.00% | +132,500 | New |
| TPG Financial Advisors, LLC | 132,450 | $960.3K | 0.50% | +19,513+17.3% | Added |
| Engineers Gate Manager LP | 130,106 | $943.3K | 0.03% | +111,573+602.0% | Added |
| Cederberg Capital Ltd | 123,300 | $894.0K | 0.25% | 00.0% | Unchanged |
| Numerai GP LLC | 122,270 | $886.5K | 0.29% | +122,270 | New |
| Commonwealth Equity Services, LLC | 119,106 | $864.0K | 0.00% | +23,100+24.1% | Added |
| SRN Advisors, LLC | 116,633 | $845.6K | 0.84% | −7,288−5.9% | Reduced |
| Centiva Capital, LP | 114,787 | $832.2K | 0.04% | +99,017+627.9% | Added |
| MetLife Investment Management | 111,569 | $808.9K | 0.01% | +66+0.1% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 105,000 | $761.3K | 0.06% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 104,760 | $759.5K | 0.00% | −5,303−4.8% | Reduced |
| STRS Ohio | 103,957 | $753.0K | 0.00% | +103,957 | New |
| Ashford Capital Management Inc | 101,200 | $733.7K | 0.11% | −68,800−40.5% | Reduced |
| Mariner, LLC | 98,725 | $715.8K | 0.00% | +15,760+19.0% | Added |
| Handelsbanken Fonder AB | 96,800 | $702.0K | 0.00% | +48,400+100.0% | Added |
| CI Private Wealth, LLC | 95,221 | $690.4K | 0.00% | +4,079+4.5% | Added |
| Diametric Capital, LP | 93,514 | $678.0K | 0.28% | +93,514 | New |
| Prelude Capital Management, LLC | 90,020 | $652.6K | 0.06% | +50,020+125.1% | Added |
| Aviva PLC | 88,193 | $639.4K | 0.00% | +88,193 | New |
| Vontobel Holding Ltd. | 85,093 | $616.9K | 0.01% | +52+0.1% | Added |
| Advisor Group Holdings, Inc. | 85,031 | $616.5K | 0.00% | +52,541+161.7% | Added |
| Caption Management, LLC | 81,240 | $589.0K | 0.08% | +81,240 | New |
| Eschler Asset Management LLP | 80,736 | $585.3K | 0.68% | +80,736 | New |
| Harbour Capital Advisors, LLC | 77,050 | $558.6K | 0.17% | +13,650+21.5% | Added |
| C WorldWide Group Holding A/S | 77,027 | $558.0K | 0.01% | −20,208−20.8% | Reduced |
| JT Stratford LLC | 76,128 | $551.9K | 0.14% | −5,390−6.6% | Reduced |
| Frank, Rimerman Advisors LLC | 75,175 | $545.0K | 0.13% | 00.0% | Unchanged |
| Vanderbilt University | 72,323 | $524.3K | 0.14% | +72,323 | New |
| Ethic Inc. | 71,888 | $521.2K | 0.02% | +71,888 | New |
| Prudential PLC | 71,882 | $521.1K | 0.01% | +71,882 | New |
| Regal Investment Advisors LLC | 70,957 | $514.4K | 0.04% | +19,250+37.2% | Added |
| Vetamer Capital Management, L.P. | 68,279 | $495.0K | 0.91% | −9,585−12.3% | Reduced |
| Two Sigma Securities, LLC | 64,031 | $464.2K | 0.02% | −11,468−15.2% | Reduced |
| Credit Suisse AG | 62,612 | $453.9K | 0.00% | −83,178−57.1% | Reduced |
| Harbour Investments, Inc. | 61,885 | $448.7K | 0.02% | +61+0.1% | Added |
| Seven Eight Capital, LP | 61,779 | $447.9K | 0.05% | −70,610−53.3% | Reduced |
| Wade G W & Inc | 61,506 | $446.0K | 0.02% | +61,506 | New |
| Pictet Asset Management Holding SA | 60,518 | $438.8K | 0.00% | +60,518 | New |
| Prudential Financial Inc | 59,450 | $431.0K | 0.00% | +600+1.0% | Added |
| Salvus Wealth Management, LLC | 59,000 | $427.8K | 0.34% | +5,000+9.3% | Added |
| Jupiter Asset Management Ltd | 58,333 | $422.9K | 0.00% | +46,049+374.9% | Added |
| Resources Investment Advisors, LLC. | 55,158 | $399.9K | 0.01% | +10,158+22.6% | Added |
| Avestar Capital, LLC | 51,992 | $376.9K | 0.06% | −24,700−32.2% | Reduced |
| Natixis | 50,719 | $367.7K | 0.00% | −16,522−24.6% | Reduced |
| Blueshift Asset Management, LLC | 50,598 | $366.8K | 0.22% | +28,764+131.7% | Added |
| Sea Otter Advisors LLC | 50,000 | $362.5K | 0.26% | +10,000+25.0% | Added |
| Axq Capital, LP | 46,100 | $334.2K | 0.12% | +24,500+113.4% | Added |
| IPG Investment Advisors LLC | 44,200 | $320.4K | 0.07% | −1,000−2.2% | Reduced |
| Machina Capital S.A.S. | 43,952 | $318.7K | 0.18% | −12,130−21.6% | Reduced |
| Capstone Investment Advisors, LLC | 43,750 | $317.2K | 0.01% | +19,889+83.4% | Added |
| Precision Wealth Strategies, LLC | 40,308 | $292.2K | 0.32% | +40,308 | New |
| LPL Financial LLC | 38,081 | $276.1K | 0.00% | +17,586+85.8% | Added |
| LWM Advisory Services, LLC | 37,897 | $274.8K | 0.29% | −15,548−29.1% | Reduced |
| 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 |
| OneAscent Financial Services LLC | 36,838 | $267.0K | 0.07% | +36,838 | New |
| Clough Capital Partners L P | 36,192 | $262.4K | 0.03% | +36,192 | New |
| Marcum Wealth, LLC | 35,521 | $257.5K | 0.03% | +35,521 | New |
| Parkwood LLC | 35,408 | $257.0K | 0.05% | +35,408 | New |
| Lincoln National Corp | 35,119 | $254.6K | 0.01% | +20,710+143.7% | Added |
| OneAscent Wealth Management LLC | 34,026 | $247.0K | 0.11% | +34,026 | New |
| Guggenheim Capital LLC | 33,891 | $245.7K | 0.00% | −2,905−7.9% | Reduced |
| American International Group, Inc. | 33,602 | $243.6K | 0.00% | −2,259−6.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 33,583 | $243.5K | 0.00% | +1,364+4.2% | Added |
| Warther Private Wealth, LLC | 32,809 | $237.9K | 0.16% | +9,500+40.8% | Added |
| J. Goldman & Co LP | 32,550 | $236.0K | 0.01% | +32,550 | New |
| Wellington Management Group LLP | 32,344 | $234.5K | 0.00% | +21,959+211.4% | Added |
| Cornerstone Wealth Group, LLC | 31,359 | $227.4K | 0.04% | +3,286+11.7% | Added |
| Claro Advisors LLC | 31,270 | $226.7K | 0.06% | +650+2.1% | Added |
| Equitable Holdings, Inc. | 29,513 | $214.0K | 0.00% | −3,500−10.6% | Reduced |
| Antipodes Partners Ltd | 27,905 | $203.0K | 0.01% | +18,268+189.6% | Added |
| Raymond James & Associates | 27,830 | $201.8K | 0.00% | −55−0.2% | Reduced |
| M&T Bank Corp | 27,816 | $201.7K | 0.00% | +27,816 | New |
| Delta Asset Management LLC | 27,588 | $200.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 27,500 | $199.4K | 0.00% | +21,000+323.1% | Added |
| Evergreen Capital Management LLC | 27,496 | $199.3K | 0.01% | +8,835+47.3% | Added |
| Shen Neil Nanpeng | 23,264 | $197.0K | 4.97% | +23,264 | New |
| Sonoma Private Wealth LLC | 26,765 | $194.0K | 0.35% | −11,171−29.4% | Reduced |
| Cresset Asset Management, LLC | 26,518 | $192.3K | 0.00% | +26,518 | New |