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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 304,493 | $2.54M | 0.00% | +39,100+14.7% | Added |
| Envestnet Asset Management Inc | 303,639 | $2.53M | 0.00% | +151,285+99.3% | Added |
| Zacks Investment Management | 291,115 | $2.42M | 0.03% | −18,835−6.1% | Reduced |
| Ninety One UK Ltd | 284,492 | $2.37M | 0.01% | +284,492 | New |
| Natixis Advisors, L.P. | 283,701 | $2.36M | 0.01% | +52,081+22.5% | Added |
| Jasper Ridge Partners, L.P. | 261,867 | $2.18M | 0.09% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 261,600 | $2.18M | 0.05% | +261,600 | New |
| Intech Investment Management LLC | 260,490 | $2.17M | 0.03% | +260,490 | New |
| Amalgamated Bank | 258,557 | $2.15M | 0.02% | −4,364−1.7% | Reduced |
| Keystone Investors Pte Ltd | 257,597 | $2.15M | 0.18% | +257,597 | New |
| American Century Companies Inc | 253,175 | $2.11M | 0.00% | +106,056+72.1% | Added |
| Hamilton Lane Advisors LLC | 253,149 | $2.11M | 0.87% | −579,315−69.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 251,765 | $2.10M | 0.01% | +48,979+24.2% | Added |
| Trexquant Investment LP | 242,067 | $2.02M | 0.05% | −215,476−47.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 240,100 | $2.00M | 0.01% | −191,500−44.4% | Reduced |
| BNP Paribas Arbitrage, SA | 239,095 | $1.99M | 0.00% | +239,095 | New |
| Xponance, Inc. | 238,905 | $1.99M | 0.02% | −4,134−1.7% | Reduced |
| Wetherby Asset Management Inc | 235,680 | $1.96M | 0.10% | −57,976−19.7% | Reduced |
| Parametrica Management Ltd | 235,663 | $1.96M | 3.22% | +235,663 | New |
| Ashford Capital Management Inc | 235,400 | $1.96M | 0.26% | +134,200+132.6% | Added |
| Cloverfields Capital Group, LP | 234,259 | $1.95M | 0.76% | +61,371+35.5% | Added |
| Finivi Inc. | 232,826 | $1.94M | 1.89% | +232,826 | New |
| Advanced Portfolio Management, LLC | 225,000 | $1.87M | 1.97% | −250,000−52.6% | Reduced |
| Barclays PLC | 222,027 | $1.85M | 0.00% | −215,883−49.3% | Reduced |
| Lazard Asset Management LLC | 218,498 | $1.82M | 0.00% | −56,456−20.5% | Reduced |
| Citigroup Inc | 216,453 | $1.80M | 0.00% | −126,486−36.9% | Reduced |
| Principal Financial Group Inc | 210,831 | $1.76M | 0.00% | −41,846−16.6% | Reduced |
| RPg Family Wealth Advisory, LLC | 202,885 | $1.69M | 0.62% | +8,185+4.2% | Added |
| Cederberg Capital Ltd | 200,000 | $1.67M | 0.38% | +76,700+62.2% | Added |
| Triasima Portfolio Management inc. | 199,467 | $1.66M | 0.14% | +199,467 | New |
| Two Sigma Securities, LLC | 198,111 | $1.65M | 0.08% | +134,080+209.4% | Added |
| Point72 Asset Management, L.P. | 193,995 | $1.62M | 0.00% | −2,151,100−91.7% | Reduced |
| Utah Retirement Systems | 186,501 | $1.55M | 0.02% | +4,000+2.2% | Added |
| Allen Investment Management LLC | 182,635 | $1.52M | 0.02% | −474,257−72.2% | Reduced |
| Channel Wealth LLC | 181,866 | $1.51M | 0.72% | +30,492+20.1% | Added |
| Boston Private Wealth LLC | 181,239 | $1.51M | 0.04% | −24,340−11.8% | Reduced |
| Engineers Gate Manager LP | 176,035 | $1.47M | 0.04% | +45,929+35.3% | Added |
| Simplex Trading, LLC | 168,662 | $1.40M | 0.04% | +168,662 | New |
| Pearl River Capital, LLC | 167,728 | $1.40M | 0.22% | −208,955−55.5% | Reduced |
| Partners Capital Investment Group, LLP | 167,608 | $1.40M | 0.03% | −31,011−15.6% | Reduced |
| Mariner, LLC | 166,722 | $1.39M | 0.00% | +67,997+68.9% | Added |
| SRN Advisors, LLC | 160,641 | $1.34M | 1.20% | +44,008+37.7% | Added |
| Crestone Asset Management LLC | 159,889 | $1.33M | 0.30% | −25,873−13.9% | Reduced |
| Crossmark Global Holdings, Inc. | 151,484 | $1.26M | 0.03% | +7,538+5.2% | Added |
| DekaBank Deutsche Girozentrale | 149,572 | $1.25M | 0.00% | 00.0% | Unchanged |
| Wellington Management Group LLP | 148,145 | $1.23M | 0.00% | +115,801+358.0% | Added |
| Parallax Volatility Advisers, L.P. | 146,251 | $1.22M | 0.03% | −4,684−3.1% | Reduced |
| Empowered Funds, LLC | 144,821 | $1.21M | 0.03% | −406,896−73.8% | Reduced |
| First Manhattan Co | 142,500 | $1.19M | 0.00% | +10,000+7.5% | Added |
| TPG Financial Advisors, LLC | 129,679 | $1.15M | 0.59% | −2,771−2.1% | Reduced |
| Group One Trading, L.P. | 136,132 | $1.13M | 0.04% | +136,132 | New |
| AQR Capital Management LLC | 128,255 | $1.07M | 0.00% | +128,255 | New |
| Graham Capital Management, L.P. | 125,341 | $1.04M | 0.03% | +114,998+1,111.8% | Added |
| Jump Financial, LLC | 116,064 | $966.8K | 0.03% | −66,736−36.5% | Reduced |
| MetLife Investment Management | 111,461 | $928.5K | 0.01% | −108−0.1% | Reduced |
| Ethic Inc. | 109,886 | $915.4K | 0.03% | +37,998+52.9% | Added |
| Verde Servicos Internacionais S.A. | 105,779 | $881.0K | 0.35% | +105,779 | New |
| Advisor Resource Council | 101,608 | $846.4K | 0.10% | +101,608 | New |
| CI Private Wealth, LLC | 101,604 | $846.4K | 0.00% | +6,383+6.7% | Added |
| 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 |
| Neuberger Berman Group LLC | 99,762 | $831.0K | 0.00% | −4,998−4.8% | Reduced |
| Squarepoint Ops LLC | 95,582 | $796.2K | 0.00% | −72,767−43.2% | Reduced |
| Gsa Capital Partners LLP | 94,881 | $790.0K | 0.07% | +94,881 | New |
| LPL Financial LLC | 94,176 | $784.5K | 0.00% | +56,095+147.3% | Added |
| Northwest & Ethical Investments L.P. | 93,881 | $782.0K | 0.02% | +93,881 | New |
| HighVista Strategies LLC | 93,461 | $778.5K | 0.28% | +93,461 | New |
| Virtu Financial LLC | 93,072 | $775.0K | 0.06% | +93,072 | New |
| Prelude Capital Management, LLC | 91,702 | $763.9K | 0.07% | +1,682+1.9% | Added |
| Aviva PLC | 88,148 | $734.3K | 0.00% | −45−0.1% | Reduced |
| Commonwealth Equity Services, LLC | 85,360 | $711.0K | 0.00% | −33,746−28.3% | Reduced |
| Okabena Investment Services Inc | 82,522 | $687.4K | 0.27% | +82,522 | New |
| STRS Ohio | 81,151 | $675.0K | 0.00% | −22,806−21.9% | Reduced |
| Private Advisor Group, LLC | 80,931 | $674.2K | 0.01% | −88,417−52.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 79,553 | $662.7K | 0.01% | −540,647−87.2% | Reduced |
| C WorldWide Group Holding A/S | 77,027 | $642.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 76,950 | $641.0K | 0.01% | −329,950−81.1% | Reduced |
| JT Stratford LLC | 76,300 | $635.6K | 0.15% | +172+0.2% | Added |
| Atomi Financial Group, Inc. | 75,616 | $629.9K | 0.09% | +75,616 | New |
| Frank, Rimerman Advisors LLC | 75,175 | $626.2K | 0.13% | 00.0% | Unchanged |
| Pitcairn Co | 75,077 | $625.4K | 0.05% | +75,077 | New |
| Liontrust Investment Partners LLP | 75,000 | $624.8K | 0.01% | +75,000 | New |
| Harbour Capital Advisors, LLC | 77,050 | $623.3K | 0.17% | 00.0% | Unchanged |
| Truist Financial Corp | 73,729 | $614.2K | 0.00% | +61,734+514.7% | Added |
| Virtus ETF Advisers LLC | 71,624 | $596.6K | 0.38% | +71,624 | New |
| Vontobel Holding Ltd. | 69,467 | $578.7K | 0.00% | −15,626−18.4% | Reduced |
| Pictet Asset Management Holding SA | 63,624 | $530.0K | 0.00% | +3,106+5.1% | Added |
| O'Shaughnessy Asset Management, LLC | 63,247 | $526.8K | 0.01% | +29,664+88.3% | Added |
| Adalta Capital Management LLC | 63,100 | $525.6K | 0.32% | +63,100 | New |
| Salvus Wealth Management, LLC | 62,500 | $520.6K | 0.37% | +3,500+5.9% | Added |
| Prudential Financial Inc | 62,450 | $520.2K | 0.00% | +3,000+5.0% | Added |
| Gateway Advisory, LLC | 62,257 | $518.6K | 0.10% | +62,257 | New |
| Harbour Investments, Inc. | 60,612 | $504.9K | 0.02% | −1,273−2.1% | Reduced |
| Sea Otter Advisors LLC | 60,000 | $499.8K | 0.48% | +10,000+20.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 56,575 | $471.3K | 0.00% | +56,575 | New |
| Advisor Group Holdings, Inc. | 55,779 | $464.6K | 0.00% | −29,252−34.4% | Reduced |
| LWM Advisory Services, LLC | 54,323 | $452.5K | 0.40% | +16,426+43.3% | Added |
| Avestar Capital, LLC | 51,992 | $433.1K | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 50,674 | $422.0K | 0.00% | +48,697+2,463.2% | Added |
| Diametric Capital, LP | 49,429 | $411.7K | 0.25% | −44,085−47.1% | Reduced |