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 |
|---|---|---|---|---|---|
| LWM Advisory Services, LLC | 54,323 | $452.5K | 0.40% | +16,426+43.3% | Added |
| Advisor Group Holdings, Inc. | 55,779 | $464.6K | 0.00% | −29,252−34.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 56,575 | $471.3K | 0.00% | +56,575 | New |
| Sea Otter Advisors LLC | 60,000 | $499.8K | 0.48% | +10,000+20.0% | Added |
| Harbour Investments, Inc. | 60,612 | $504.9K | 0.02% | −1,273−2.1% | Reduced |
| Gateway Advisory, LLC | 62,257 | $518.6K | 0.10% | +62,257 | New |
| Prudential Financial Inc | 62,450 | $520.2K | 0.00% | +3,000+5.0% | Added |
| Salvus Wealth Management, LLC | 62,500 | $520.6K | 0.37% | +3,500+5.9% | Added |
| Adalta Capital Management LLC | 63,100 | $525.6K | 0.32% | +63,100 | New |
| O'Shaughnessy Asset Management, LLC | 63,247 | $526.8K | 0.01% | +29,664+88.3% | Added |
| Pictet Asset Management Holding SA | 63,624 | $530.0K | 0.00% | +3,106+5.1% | Added |
| Vontobel Holding Ltd. | 69,467 | $578.7K | 0.00% | −15,626−18.4% | Reduced |
| Virtus ETF Advisers LLC | 71,624 | $596.6K | 0.38% | +71,624 | New |
| Truist Financial Corp | 73,729 | $614.2K | 0.00% | +61,734+514.7% | Added |
| Harbour Capital Advisors, LLC | 77,050 | $623.3K | 0.17% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 75,000 | $624.8K | 0.01% | +75,000 | New |
| Pitcairn Co | 75,077 | $625.4K | 0.05% | +75,077 | New |
| Frank, Rimerman Advisors LLC | 75,175 | $626.2K | 0.13% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 75,616 | $629.9K | 0.09% | +75,616 | New |
| JT Stratford LLC | 76,300 | $635.6K | 0.15% | +172+0.2% | Added |
| GW&K Investment Management, LLC | 76,950 | $641.0K | 0.01% | −329,950−81.1% | Reduced |
| C WorldWide Group Holding A/S | 77,027 | $642.0K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 79,553 | $662.7K | 0.01% | −540,647−87.2% | Reduced |
| Private Advisor Group, LLC | 80,931 | $674.2K | 0.01% | −88,417−52.2% | Reduced |
| STRS Ohio | 81,151 | $675.0K | 0.00% | −22,806−21.9% | Reduced |
| Okabena Investment Services Inc | 82,522 | $687.4K | 0.27% | +82,522 | New |
| Commonwealth Equity Services, LLC | 85,360 | $711.0K | 0.00% | −33,746−28.3% | Reduced |
| Aviva PLC | 88,148 | $734.3K | 0.00% | −45−0.1% | Reduced |
| Prelude Capital Management, LLC | 91,702 | $763.9K | 0.07% | +1,682+1.9% | Added |
| Virtu Financial LLC | 93,072 | $775.0K | 0.06% | +93,072 | New |
| HighVista Strategies LLC | 93,461 | $778.5K | 0.28% | +93,461 | New |
| Northwest & Ethical Investments L.P. | 93,881 | $782.0K | 0.02% | +93,881 | New |
| LPL Financial LLC | 94,176 | $784.5K | 0.00% | +56,095+147.3% | Added |
| Gsa Capital Partners LLP | 94,881 | $790.0K | 0.07% | +94,881 | New |
| Squarepoint Ops LLC | 95,582 | $796.2K | 0.00% | −72,767−43.2% | Reduced |
| Neuberger Berman Group LLC | 99,762 | $831.0K | 0.00% | −4,998−4.8% | Reduced |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 100,000 | $833.0K | 0.06% | −5,000−4.8% | Reduced |
| BW Gestao de Investimentos Ltda. | 100,000 | $833.0K | 0.09% | +100,000 | New |
| CI Private Wealth, LLC | 101,604 | $846.4K | 0.00% | +6,383+6.7% | Added |
| Advisor Resource Council | 101,608 | $846.4K | 0.10% | +101,608 | New |
| Verde Servicos Internacionais S.A. | 105,779 | $881.0K | 0.35% | +105,779 | New |
| Ethic Inc. | 109,886 | $915.4K | 0.03% | +37,998+52.9% | Added |
| MetLife Investment Management | 111,461 | $928.5K | 0.01% | −108−0.1% | Reduced |
| Jump Financial, LLC | 116,064 | $966.8K | 0.03% | −66,736−36.5% | Reduced |
| Graham Capital Management, L.P. | 125,341 | $1.04M | 0.03% | +114,998+1,111.8% | Added |
| AQR Capital Management LLC | 128,255 | $1.07M | 0.00% | +128,255 | New |
| Group One Trading, L.P. | 136,132 | $1.13M | 0.04% | +136,132 | New |
| TPG Financial Advisors, LLC | 129,679 | $1.15M | 0.59% | −2,771−2.1% | Reduced |
| First Manhattan Co | 142,500 | $1.19M | 0.00% | +10,000+7.5% | Added |
| Empowered Funds, LLC | 144,821 | $1.21M | 0.03% | −406,896−73.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 146,251 | $1.22M | 0.03% | −4,684−3.1% | Reduced |
| Wellington Management Group LLP | 148,145 | $1.23M | 0.00% | +115,801+358.0% | Added |
| DekaBank Deutsche Girozentrale | 149,572 | $1.25M | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 151,484 | $1.26M | 0.03% | +7,538+5.2% | Added |
| Crestone Asset Management LLC | 159,889 | $1.33M | 0.30% | −25,873−13.9% | Reduced |
| SRN Advisors, LLC | 160,641 | $1.34M | 1.20% | +44,008+37.7% | Added |
| Mariner, LLC | 166,722 | $1.39M | 0.00% | +67,997+68.9% | Added |
| Partners Capital Investment Group, LLP | 167,608 | $1.40M | 0.03% | −31,011−15.6% | Reduced |
| Pearl River Capital, LLC | 167,728 | $1.40M | 0.22% | −208,955−55.5% | Reduced |
| Simplex Trading, LLC | 168,662 | $1.40M | 0.04% | +168,662 | New |
| Engineers Gate Manager LP | 176,035 | $1.47M | 0.04% | +45,929+35.3% | Added |
| Boston Private Wealth LLC | 181,239 | $1.51M | 0.04% | −24,340−11.8% | Reduced |
| Channel Wealth LLC | 181,866 | $1.51M | 0.72% | +30,492+20.1% | Added |
| Allen Investment Management LLC | 182,635 | $1.52M | 0.02% | −474,257−72.2% | Reduced |
| Utah Retirement Systems | 186,501 | $1.55M | 0.02% | +4,000+2.2% | Added |
| Point72 Asset Management, L.P. | 193,995 | $1.62M | 0.00% | −2,151,100−91.7% | Reduced |
| Two Sigma Securities, LLC | 198,111 | $1.65M | 0.08% | +134,080+209.4% | Added |
| Triasima Portfolio Management inc. | 199,467 | $1.66M | 0.14% | +199,467 | New |
| Cederberg Capital Ltd | 200,000 | $1.67M | 0.38% | +76,700+62.2% | Added |
| RPg Family Wealth Advisory, LLC | 202,885 | $1.69M | 0.62% | +8,185+4.2% | Added |
| Principal Financial Group Inc | 210,831 | $1.76M | 0.00% | −41,846−16.6% | Reduced |
| Citigroup Inc | 216,453 | $1.80M | 0.00% | −126,486−36.9% | Reduced |
| Lazard Asset Management LLC | 218,498 | $1.82M | 0.00% | −56,456−20.5% | Reduced |
| Barclays PLC | 222,027 | $1.85M | 0.00% | −215,883−49.3% | Reduced |
| Advanced Portfolio Management, LLC | 225,000 | $1.87M | 1.97% | −250,000−52.6% | Reduced |
| Finivi Inc. | 232,826 | $1.94M | 1.89% | +232,826 | New |
| Cloverfields Capital Group, LP | 234,259 | $1.95M | 0.76% | +61,371+35.5% | Added |
| Ashford Capital Management Inc | 235,400 | $1.96M | 0.26% | +134,200+132.6% | Added |
| Parametrica Management Ltd | 235,663 | $1.96M | 3.22% | +235,663 | New |
| Wetherby Asset Management Inc | 235,680 | $1.96M | 0.10% | −57,976−19.7% | Reduced |
| Xponance, Inc. | 238,905 | $1.99M | 0.02% | −4,134−1.7% | Reduced |
| BNP Paribas Arbitrage, SA | 239,095 | $1.99M | 0.00% | +239,095 | New |
| Skandinaviska Enskilda Banken AB (publ) | 240,100 | $2.00M | 0.01% | −191,500−44.4% | Reduced |
| Trexquant Investment LP | 242,067 | $2.02M | 0.05% | −215,476−47.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 251,765 | $2.10M | 0.01% | +48,979+24.2% | Added |
| Hamilton Lane Advisors LLC | 253,149 | $2.11M | 0.87% | −579,315−69.6% | Reduced |
| American Century Companies Inc | 253,175 | $2.11M | 0.00% | +106,056+72.1% | Added |
| Keystone Investors Pte Ltd | 257,597 | $2.15M | 0.18% | +257,597 | New |
| Amalgamated Bank | 258,557 | $2.15M | 0.02% | −4,364−1.7% | Reduced |
| Intech Investment Management LLC | 260,490 | $2.17M | 0.03% | +260,490 | New |
| Bridgeway Capital Management, LLC | 261,600 | $2.18M | 0.05% | +261,600 | New |
| Jasper Ridge Partners, L.P. | 261,867 | $2.18M | 0.09% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 283,701 | $2.36M | 0.01% | +52,081+22.5% | Added |
| Ninety One UK Ltd | 284,492 | $2.37M | 0.01% | +284,492 | New |
| Zacks Investment Management | 291,115 | $2.42M | 0.03% | −18,835−6.1% | Reduced |
| Envestnet Asset Management Inc | 303,639 | $2.53M | 0.00% | +151,285+99.3% | Added |
| Manufacturers Life Insurance Company, The | 304,493 | $2.54M | 0.00% | +39,100+14.7% | Added |
| Nixon Capital, LLC | 310,016 | $2.58M | 1.16% | +310,016 | New |
| Artemis Investment Management LLP | 310,517 | $2.59M | 0.04% | +310,517 | New |
| PDT Partners, LLC | 331,718 | $2.76M | 0.31% | −298,755−47.4% | Reduced |