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 |
|---|---|---|---|---|---|
| Woodline Partners LP | 13,072 | $108.9K | 0.00% | −8,564−39.6% | Reduced |
| Metis Global Partners, LLC | 13,084 | $109.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 13,900 | $115.8K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 13,951 | $116.2K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 14,074 | $117.2K | 0.11% | +14,074 | New |
| Seldon Capital LP | 14,220 | $118.5K | 0.09% | +14,220 | New |
| Snowden Capital Advisors LLC | 14,275 | $118.9K | 0.00% | +14,275 | New |
| Pathstone Holdings, LLC | 14,324 | $119.3K | 0.00% | +14,324 | New |
| Balboa Wealth Partners | 14,464 | $120.5K | 0.04% | −1,253−8.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 14,550 | $121.2K | 0.00% | +1,330+10.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,552 | $121.2K | 0.00% | +14,552 | New |
| Axq Capital, LP | 14,800 | $123.3K | 0.03% | −31,300−67.9% | Reduced |
| Shufro Rose & Co LLC | 17,045 | $123.6K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 14,891 | $124.0K | 0.00% | +6,552+78.6% | Added |
| Gladstone Institutional Advisory LLC | 15,280 | $127.3K | 0.01% | +1,625+11.9% | Added |
| Kestra Advisory Services, LLC | 15,809 | $131.7K | 0.00% | −130−0.8% | Reduced |
| Pinkerton Retirement Specialists, LLC | 16,090 | $134.0K | 0.03% | +3,894+31.9% | Added |
| Granite Bay Wealth Management, LLC | 16,296 | $135.0K | 0.00% | +16,296 | New |
| Verdence Capital Advisors LLC | 16,517 | $137.6K | 0.01% | +6,517+65.2% | Added |
| US Bancorp | 16,849 | $140.4K | 0.00% | +16,550+5,535.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 17,673 | $147.2K | 0.00% | +2,845+19.2% | Added |
| Capstone Investment Advisors, LLC | 17,778 | $148.1K | 0.00% | −25,972−59.4% | Reduced |
| Mackenzie Financial Corp | 17,914 | $149.2K | 0.00% | −8,900−33.2% | Reduced |
| Quest Partners LLC | 18,100 | $150.8K | 0.03% | +18,100 | New |
| Fortis Capital Management LLC | 18,194 | $151.6K | 0.04% | +1,423+8.5% | Added |
| Machina Capital S.A.S. | 18,741 | $156.1K | 0.10% | −25,211−57.4% | Reduced |
| Prudential PLC | 18,801 | $156.6K | 0.00% | −53,081−73.8% | Reduced |
| Wedmont Private Capital | 17,675 | $157.1K | 0.01% | +17,675 | New |
| Chicago Trust Co NA | 19,291 | $160.7K | 0.04% | +19,291 | New |
| Y-Intercept (Hong Kong) Ltd | 19,582 | $163.1K | 0.02% | +19,582 | New |
| Acadian Asset Management LLC | 19,815 | $164.0K | 0.00% | +19,815 | New |
| Oppenheimer Asset Management Inc. | 20,065 | $167.1K | 0.00% | +20,065 | New |
| Occudo Quantitative Strategies LP | 20,076 | $167.2K | 0.02% | −231,547−92.0% | Reduced |
| OneAscent Wealth Management LLC | 20,449 | $170.0K | 0.07% | −13,577−39.9% | Reduced |
| XTX Topco Ltd | 20,702 | $172.4K | 0.04% | +20,702 | New |
| Cigna Investments Inc | 20,812 | $173.0K | 0.04% | +487+2.4% | Added |
| Banco Santander, S.A. | 20,784 | $173.1K | 0.00% | +2,448+13.4% | Added |
| Aigen Investment Management, LP | 20,945 | $174.5K | 0.03% | −309,206−93.7% | Reduced |
| Boothbay Fund Management, LLC | 21,781 | $181.4K | 0.01% | +7,201+49.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22,777 | $184.3K | 0.00% | −1,541−6.3% | Reduced |
| Vident Advisory, LLC | 22,360 | $186.3K | 0.00% | +1,315+6.2% | Added |
| Advisors Asset Management, Inc. | 22,597 | $188.2K | 0.00% | +3,219+16.6% | Added |
| Polar Capital Holdings Plc | 22,863 | $190.4K | 0.00% | +22,863 | New |
| Financial Perspectives, Inc | 22,892 | $190.7K | 0.08% | +6,760+41.9% | Added |
| Counterpoint Mutual Funds LLC | 23,286 | $194.0K | 0.07% | +23,286 | New |
| Delta Asset Management LLC | 23,411 | $195.0K | 0.02% | −4,177−15.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 23,561 | $196.3K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 23,561 | $196.3K | 0.03% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 23,934 | $199.4K | 0.00% | +23,934 | New |
| Yousif Capital Management, LLC | 24,192 | $201.5K | 0.00% | +1,261+5.5% | Added |
| OneAscent Financial Services LLC | 24,394 | $203.0K | 0.03% | −12,444−33.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 24,500 | $204.1K | 0.00% | +24,500 | New |
| Cetera Investment Advisers | 24,769 | $206.3K | 0.00% | +24,769 | New |
| Claro Advisors LLC | 25,099 | $209.1K | 0.05% | −6,171−19.7% | Reduced |
| Headlands Technologies LLC | 25,440 | $211.9K | 0.06% | +25,440 | New |
| Davenport & Co LLC | 25,500 | $212.4K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 26,581 | $221.4K | 0.02% | +26,581 | New |
| JustInvest LLC | 26,759 | $222.9K | 0.01% | +944+3.7% | Added |
| Granite Group Advisors, LLC | 19,772 | $228.4K | 0.16% | +19,772 | New |
| Evergreen Capital Management LLC | 27,496 | $229.0K | 0.01% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 28,718 | $239.2K | 0.03% | +28,718 | New |
| Equitable Holdings, Inc. | 29,513 | $245.8K | 0.00% | 00.0% | Unchanged |
| Antipodes Partners Ltd | 29,649 | $246.0K | 0.01% | +1,744+6.2% | Added |
| Absolute Gestao de Investimentos Ltda. | 30,000 | $249.9K | 0.10% | +30,000 | New |
| Cresset Asset Management, LLC | 30,473 | $253.8K | 0.00% | +3,955+14.9% | Added |
| Steward Partners Investment Advisory, LLC | 30,500 | $254.1K | 0.00% | +3,000+10.9% | Added |
| M&T Bank Corp | 30,836 | $256.9K | 0.00% | +3,020+10.9% | Added |
| Federation des caisses Desjardins du Quebec | 31,027 | $258.5K | 0.00% | +30,827+15,413.5% | Added |
| Nebula Research & Development LLC | 32,442 | $270.2K | 0.08% | +32,442 | New |
| AE Wealth Management LLC | 28,925 | $274.8K | 0.00% | +15,657+118.0% | Added |
| American International Group, Inc. | 33,158 | $276.2K | 0.00% | −444−1.3% | Reduced |
| Triumph Capital Management | 33,222 | $276.7K | 0.12% | +19,400+140.4% | Added |
| Platform Technology Partners | 28,300 | $279.6K | 0.11% | +28,300 | New |
| Vestmark Advisory Solutions, Inc. | 34,595 | $288.2K | 0.01% | +34,595 | New |
| Hamilton Capital Partners Inc. | 34,600 | $288.2K | 0.06% | +34,600 | New |
| Cornerstone Wealth Group, LLC | 34,645 | $288.6K | 0.04% | +3,286+10.5% | Added |
| O'Neil Global Advisors, Inc. | 35,719 | $298.0K | 0.17% | +35,719 | New |
| Marcum Wealth, LLC | 36,321 | $302.6K | 0.03% | +800+2.3% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 36,740 | $306.0K | 0.10% | +13,000+54.8% | Added |
| Oak Thistle LLC | 37,069 | $308.8K | 0.09% | +37,069 | New |
| NewEdge Wealth, LLC | 37,445 | $311.9K | 0.01% | +37,445 | New |
| Birinyi Associates Inc | 37,450 | $312.0K | 0.11% | +37,450 | New |
| IPG Investment Advisors LLC | 39,410 | $328.3K | 0.07% | −4,790−10.8% | Reduced |
| Precision Wealth Strategies, LLC | 40,194 | $334.8K | 0.33% | −114−0.3% | Reduced |
| Lincoln National Corp | 40,344 | $336.1K | 0.01% | +5,225+14.9% | Added |
| IMC-Chicago, LLC | 40,740 | $339.4K | 0.01% | +40,740 | New |
| DiNuzzo Private Wealth, Inc. | 41,400 | $344.9K | 0.05% | +41,400 | New |
| Angeles Investment Advisors, LLC | 41,819 | $348.4K | 0.02% | +41,819 | New |
| Guggenheim Capital LLC | 42,072 | $350.5K | 0.00% | +8,181+24.1% | Added |
| Tudor Investment Corp Et Al | 42,591 | $354.8K | 0.00% | −694,462−94.2% | Reduced |
| Fox Run Management, L.L.C. | 44,496 | $370.7K | 0.09% | +44,496 | New |
| Wade G W & Inc | 44,639 | $372.0K | 0.01% | −16,867−27.4% | Reduced |
| Brinker Capital Investments, LLC | 41,995 | $373.3K | 0.00% | +4,404+11.7% | Added |
| Orion Portfolio Solutions, LLC | 41,995 | $373.3K | 0.00% | +4,404+11.7% | Added |
| Captrust Financial Advisors | 46,190 | $384.8K | 0.00% | +27,261+144.0% | Added |
| Clough Capital Partners L P | 46,879 | $390.5K | 0.04% | +10,687+29.5% | Added |
| Handelsbanken Fonder AB | 48,400 | $403.0K | 0.00% | −48,400−50.0% | Reduced |
| Diametric Capital, LP | 49,429 | $411.7K | 0.25% | −44,085−47.1% | Reduced |
| CWM, LLC | 50,674 | $422.0K | 0.00% | +48,697+2,463.2% | Added |
| Avestar Capital, LLC | 51,992 | $433.1K | 0.05% | 00.0% | Unchanged |