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, Q4 2023
Institutional positions in Nu Holdings Ltd. as of Dec 31, 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
- 497
- +102 vs. Q3 2023
- Shares held
- 2.62B
- +102.0M (+4.0%) vs. Q3 2023
- Total value
- $21.8B
- +$3.57B (+19.5%) vs. Q3 2023
- New holders
- 133
- 181 more added
- Sold out
- 31
- 126 more reduced
8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Nu Holdings Ltd.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 1 | $9 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 1 | $9 | 0.00% | +1 | New |
| Archer Investment Corp | 9 | $75 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 20 | $167 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 21 | $174 | 0.00% | +6+40.0% | Added |
| Able Wealth Management LLC | 25 | $208 | 0.00% | +25 | New |
| Assetmark, Inc | 31 | $258 | 0.00% | +12+63.2% | Added |
| SRS Capital Advisors, Inc. | 36 | $300 | 0.00% | +36 | New |
| Massmutual Trust Co FSB | 37 | $308 | 0.00% | +14+60.9% | Added |
| Versant Capital Management, Inc | 37 | $308 | 0.00% | +37 | New |
| Abich Financial Wealth Management LLC | 39 | $325 | 0.00% | +39 | New |
| Glassman Wealth Services | 58 | $483 | 0.00% | +58 | New |
| AdvisorNet Financial, Inc | 60 | $500 | 0.00% | +60 | New |
| Kelly Financial Services LLC | 98 | $816 | 0.00% | +98 | New |
| Valley National Advisers Inc | 225 | $1.00K | 0.00% | +225 | New |
| TD Private Client Wealth LLC | 120 | $1.00K | 0.00% | +120 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 160 | $1.00K | 0.00% | +160 | New |
| Parkside Financial Bank & Trust | 129 | $1.08K | 0.00% | +76+143.4% | Added |
| Private Trust Co NA | 135 | $1.13K | 0.00% | +135 | New |
| First Horizon Advisors, Inc. | 206 | $1.72K | 0.00% | +206 | New |
| Raffa Wealth Management, LLC | 213 | $1.77K | 0.00% | +213 | New |
| Beacon Capital Management, LLC | 300 | $2.17K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 275 | $2.29K | 0.00% | +275 | New |
| EverSource Wealth Advisors, LLC | 279 | $2.32K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 318 | $2.65K | 0.00% | +318 | New |
| Bell Investment Advisors, Inc | 360 | $3.00K | 0.00% | +134+59.3% | Added |
| National Bank of Canada | 430 | $3.50K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 400 | $3.67K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 478 | $3.98K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 500 | $4.17K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 550 | $4.58K | 0.00% | +550 | New |
| Glen Eagle Advisors, LLC | 575 | $4.79K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 582 | $5.00K | 0.00% | +582 | New |
| Allworth Financial LP | 712 | $5.93K | 0.00% | +712 | New |
| Psagot Value Holdings Ltd. / (Israel) | 678 | $6.00K | 0.00% | +3+0.4% | Added |
| Global Retirement Partners, LLC | 695 | $6.37K | 0.00% | +516+288.3% | Added |
| Farther Finance Advisors, LLC | 789 | $6.57K | 0.00% | +689+689.0% | Added |
| GAMMA Investing LLC | 874 | $7.53K | 0.00% | +874 | New |
| SYSTM Wealth Solutions LLC | 952 | $7.93K | 0.00% | +952 | New |
| GPS Wealth Strategies Group, LLC | 1,000 | $8.33K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 1,000 | $8.33K | 0.01% | +1,000 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,019 | $8.77K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,140 | $9.50K | 0.00% | +1,140 | New |
| TD Waterhouse Canada Inc. | 1,435 | $11.8K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,500 | $12.5K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,500 | $12.5K | 0.00% | +1,500 | New |
| Point72 Hong Kong Ltd | 1,581 | $13.2K | 0.00% | +1,581 | New |
| Rock Creek Group, LP | 1,615 | $13.5K | 0.00% | +1,615 | New |
| Lee Financial Co | 1,720 | $14.3K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 1,933 | $16.1K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 2,000 | $16.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,991 | $17.0K | 0.01% | +28+1.4% | Added |
| Turim 21 Investimentos Ltda. | 2,450 | $20.4K | 0.01% | +2,450 | New |
| FinTrust Capital Advisors, LLC | 2,456 | $20.5K | 0.00% | +1,393+131.0% | Added |
| Piscataqua Savings Bank | 2,500 | $20.8K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 2,500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 2,856 | $23.8K | 0.01% | −166−5.5% | Reduced |
| Credit Agricole S A | 3,000 | $25.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 3,169 | $26.4K | 0.00% | −7,445−70.1% | Reduced |
| Huntington National Bank | 4,179 | $34.8K | 0.00% | +35+0.8% | Added |
| Quarry LP | 4,988 | $41.5K | 0.02% | −45−0.9% | Reduced |
| Americana Partners, LLC | 14,334 | $44.2K | 0.00% | +14,334 | New |
| Impact Partnership Wealth, LLC | 5,316 | $44.3K | 0.02% | −7,046−57.0% | Reduced |
| Ancora Advisors, LLC | 5,712 | $47.6K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 6,039 | $50.3K | 0.01% | +6,039 | New |
| Bienville Capital Management, LLC | 351,300 | $51.4K | 0.02% | +351,300 | New |
| Tennessee Valley Asset Management Partners | 6,285 | $52.4K | 0.01% | +6,285 | New |
| Cutler Group LP | 6,424 | $53.0K | 0.01% | +4,727+278.6% | Added |
| Tower Research Capital LLC (TRC) | 6,398 | $53.3K | 0.00% | −1,195−15.7% | Reduced |
| Umb Bank N A | 6,588 | $54.9K | 0.00% | +6,588 | New |
| Washington Trust Co | 6,775 | $56.4K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 8,000 | $66.6K | 0.03% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,223 | $76.8K | 0.00% | −984−9.6% | Reduced |
| Advisory Services Network, LLC | 9,715 | $80.9K | 0.00% | +9,715 | New |
| Janney Montgomery Scott LLC | 10,000 | $83.0K | 0.00% | +10,000 | New |
| Stokes Family Office, LLC | 10,000 | $83.3K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 10,625 | $88.5K | 0.01% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 10,632 | $88.6K | 0.00% | −1,125−9.6% | Reduced |
| First Western Trust Bank | 10,993 | $91.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 11,088 | $92.4K | 0.05% | +11,088 | New |
| Benjamin F. Edwards & Company, Inc. | 11,305 | $94.0K | 0.00% | +11,305 | New |
| Leonteq Securities AG | 11,328 | $94.4K | 0.01% | −3,300−22.6% | Reduced |
| Seven Mile Advisory | 11,425 | $95.2K | 0.08% | +144+1.3% | Added |
| Sand Hill Global Advisors, LLC | 11,533 | $96.1K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 11,542 | $96.1K | 0.00% | −43,616−79.1% | Reduced |
| ASB Consultores, LLC | 11,552 | $96.2K | 0.03% | +11,552 | New |
| Moran Wealth Management, LLC | 11,578 | $96.4K | 0.00% | −1,617−12.3% | Reduced |
| ProVise Management Group, LLC | 11,580 | $96.5K | 0.01% | +1,380+13.5% | Added |
| Cooper Financial Group | 11,844 | $98.7K | 0.02% | −384−3.1% | Reduced |
| Independent Advisor Alliance | 11,900 | $99.1K | 0.00% | +11,900 | New |
| MML Investors Services, LLC | 12,013 | $100.0K | 0.00% | +12,013 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,196 | $101.6K | 0.00% | +12,196 | New |
| Quantinno Capital Management LP | 12,271 | $102.0K | 0.00% | +12,271 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 12,400 | $103.3K | 0.04% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 12,466 | $104.0K | 0.01% | +12,466 | New |
| IFP Advisors, Inc | 12,595 | $104.9K | 0.00% | +9,353+288.5% | Added |
| Northwestern Mutual Wealth Management Co | 12,738 | $106.1K | 0.00% | −1,400−9.9% | Reduced |
| Los Angeles Capital Management LLC | 12,782 | $106.5K | 0.00% | +1,579+14.1% | Added |
| Blueshift Asset Management, LLC | 12,956 | $107.9K | 0.06% | −37,642−74.4% | Reduced |
| Green Square Capital Advisors LLC | 13,015 | $108.4K | 0.01% | 00.0% | Unchanged |