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 |
|---|---|---|---|---|---|
| JustInvest LLC | 25,815 | $187.2K | 0.01% | +2,528+10.9% | Added |
| Davenport & Co LLC | 25,500 | $184.9K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 26,814 | $183.4K | 0.00% | −10,354−27.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 24,318 | $176.3K | 0.00% | −2,027−7.7% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 23,740 | $172.1K | 0.06% | +23,740 | New |
| 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 |
| Yousif Capital Management, LLC | 22,931 | $166.3K | 0.00% | +3,195+16.2% | Added |
| Point72 Middle East FZE | 22,139 | $160.5K | 0.01% | −237,423−91.5% | Reduced |
| Pinebridge Investments, L.P. | 21,674 | $157.1K | 0.00% | +21,674 | New |
| Woodline Partners LP | 21,636 | $156.9K | 0.00% | +21,636 | New |
| Vident Advisory, LLC | 21,045 | $152.6K | 0.00% | +21,045 | New |
| Cubist Systematic Strategies, LLC | 20,904 | $151.6K | 0.00% | −1,332,345−98.5% | Reduced |
| Cigna Investments Inc | 20,325 | $147.0K | 0.03% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 20,135 | $146.0K | 0.02% | −2,075−9.3% | Reduced |
| Advisors Asset Management, Inc. | 19,378 | $140.5K | 0.00% | +10,389+115.6% | Added |
| Captrust Financial Advisors | 18,929 | $137.2K | 0.00% | +8,487+81.3% | Added |
| Banco Santander, S.A. | 18,336 | $132.9K | 0.00% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 18,000 | $130.5K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 17,266 | $125.2K | 0.00% | +17,266 | New |
| Shufro Rose & Co LLC | 17,045 | $123.6K | 0.01% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 16,771 | $121.6K | 0.04% | +16,771 | New |
| Financial Perspectives, Inc | 16,132 | $117.0K | 0.05% | +2,034+14.4% | Added |
| Kestra Advisory Services, LLC | 15,939 | $115.6K | 0.00% | +1,055+7.1% | Added |
| Balboa Wealth Partners | 15,717 | $113.9K | 0.04% | +15,717 | New |
| Empower Advisory Group, LLC | 15,400 | $111.7K | 0.00% | +15,400 | New |
| Leonteq Securities AG | 14,628 | $106.1K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 14,580 | $105.7K | 0.00% | −24,383−62.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,828 | $105.6K | 0.00% | +4,359+41.6% | Added |
| Northwestern Mutual Wealth Management Co | 14,138 | $102.5K | 0.00% | +14,138 | New |
| Brown Advisory Inc | 13,951 | $101.1K | 0.00% | −1,000−6.7% | Reduced |
| Private Wealth Partners, LLC | 13,900 | $100.8K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 13,822 | $100.2K | 0.05% | +13,822 | New |
| Gladstone Institutional Advisory LLC | 13,655 | $99.0K | 0.01% | +2,786+25.6% | Added |
| AE Wealth Management LLC | 13,268 | $96.2K | 0.00% | +1,299+10.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 13,220 | $95.8K | 0.00% | +981+8.0% | Added |
| Moran Wealth Management, LLC | 13,195 | $95.7K | 0.00% | +13,195 | New |
| Metis Global Partners, LLC | 13,084 | $94.9K | 0.00% | +503+4.0% | Added |
| Green Square Capital Advisors LLC | 13,015 | $94.4K | 0.01% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 12,400 | $89.9K | 0.05% | +12,400 | New |
| Impact Partnership Wealth, LLC | 12,362 | $89.6K | 0.03% | +1,560+14.4% | Added |
| Bayesian Capital Management, LP | 12,300 | $89.2K | 0.01% | −227,900−94.9% | Reduced |
| Cooper Financial Group | 12,228 | $88.7K | 0.02% | +12,228 | New |
| Pinkerton Retirement Specialists, LLC | 12,196 | $88.4K | 0.02% | +12,196 | New |
| Truist Financial Corp | 11,995 | $87.0K | 0.00% | +11,995 | New |
| Aptus Capital Advisors, LLC | 11,757 | $85.2K | 0.00% | +11,757 | New |
| Sand Hill Global Advisors, LLC | 11,533 | $83.6K | 0.00% | +11,533 | New |
| Seven Mile Advisory | 11,281 | $81.8K | 0.09% | +11,281 | New |
| Los Angeles Capital Management LLC | 11,203 | $81.2K | 0.00% | +709+6.8% | Added |
| First Western Trust Bank | 10,993 | $79.7K | 0.00% | +10,993 | New |
| Transcend Wealth Collective, LLC | 10,625 | $77.0K | 0.01% | −167,535−94.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,614 | $77.0K | 0.00% | +10,614 | New |
| Graham Capital Management, L.P. | 10,343 | $75.0K | 0.00% | +10,343 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,207 | $74.0K | 0.00% | −2,049−16.7% | Reduced |
| ProVise Management Group, LLC | 10,200 | $74.0K | 0.01% | +10,200 | New |
| 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 |
| The PNC Financial Services Group, Inc. | 8,339 | $60.5K | 0.00% | +2,258+37.1% | Added |
| Newbridge Financial Services Group, Inc. | 8,000 | $58.0K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,593 | $55.0K | 0.00% | +5,322+234.3% | Added |
| Washington Trust Co | 6,775 | $49.1K | 0.00% | +6,775 | New |
| Ancora Advisors, LLC | 5,712 | $41.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 5,033 | $36.5K | 0.02% | −9,241−64.7% | Reduced |
| Huntington National Bank | 4,144 | $30.0K | 0.00% | +3,833+1,232.5% | Added |
| IFP Advisors, Inc | 3,242 | $23.5K | 0.00% | +1,798+124.5% | Added |
| Raleigh Capital Management Inc. | 3,022 | $21.9K | 0.01% | +3,022 | New |
| Credit Agricole S A | 3,000 | $21.8K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 2,500 | $18.1K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 2,500 | $18.0K | 0.00% | +2,500 | New |
| PFS Partners, LLC | 2,000 | $14.5K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 1,933 | $14.0K | 0.01% | 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 |
| Lee Financial Co | 1,720 | $12.5K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 1,697 | $12.0K | 0.00% | +1,697 | New |
| Glass Jacobson Investment Advisors llc | 1,500 | $10.9K | 0.00% | +200+15.4% | Added |
| TD Waterhouse Canada Inc. | 1,435 | $10.1K | 0.00% | −1,850−56.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,019 | $8.39K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,063 | $7.71K | 0.00% | −28−2.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,000 | $7.25K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 933 | $6.76K | 0.01% | +933 | New |
| Psagot Value Holdings Ltd. / (Israel) | 675 | $5.00K | 0.00% | −453−40.2% | Reduced |
| Glen Eagle Advisors, LLC | 575 | $4.17K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 500 | $3.63K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 478 | $3.46K | 0.00% | +478 | New |
| National Bank of Canada | 430 | $3.03K | 0.00% | −2,501−85.3% | Reduced |
| Spire Wealth Management | 400 | $2.90K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 300 | $2.37K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 299 | $2.17K | 0.00% | +299 | New |
| Venturi Wealth Management, LLC | 288 | $2.09K | 0.00% | −189−39.6% | Reduced |
| EverSource Wealth Advisors, LLC | 279 | $2.02K | 0.00% | +73+35.4% | Added |
| Bell Investment Advisors, Inc | 226 | $1.64K | 0.00% | +64+39.5% | Added |
| Federation des caisses Desjardins du Quebec | 200 | $1.45K | 0.00% | −19,800−99.0% | Reduced |
| Global Retirement Partners, LLC | 179 | $1.26K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 100 | $725 | 0.00% | +100 | New |
| Parkside Financial Bank & Trust | 53 | $385 | 0.00% | +21+65.6% | Added |
| WFA of San Diego, LLC | 25 | $182 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 23 | $167 | 0.00% | +23 | New |
| Investors Research Corp | 20 | $145 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 19 | $138 | 0.00% | +19 | New |