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 |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 48,400 | $403.0K | 0.00% | −48,400−50.0% | Reduced |
| Clough Capital Partners L P | 46,879 | $390.5K | 0.04% | +10,687+29.5% | Added |
| Captrust Financial Advisors | 46,190 | $384.8K | 0.00% | +27,261+144.0% | Added |
| 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 |
| Wade G W & Inc | 44,639 | $372.0K | 0.01% | −16,867−27.4% | Reduced |
| Fox Run Management, L.L.C. | 44,496 | $370.7K | 0.09% | +44,496 | New |
| Tudor Investment Corp Et Al | 42,591 | $354.8K | 0.00% | −694,462−94.2% | Reduced |
| Guggenheim Capital LLC | 42,072 | $350.5K | 0.00% | +8,181+24.1% | Added |
| Angeles Investment Advisors, LLC | 41,819 | $348.4K | 0.02% | +41,819 | New |
| DiNuzzo Private Wealth, Inc. | 41,400 | $344.9K | 0.05% | +41,400 | New |
| IMC-Chicago, LLC | 40,740 | $339.4K | 0.01% | +40,740 | New |
| Lincoln National Corp | 40,344 | $336.1K | 0.01% | +5,225+14.9% | Added |
| Precision Wealth Strategies, LLC | 40,194 | $334.8K | 0.33% | −114−0.3% | Reduced |
| IPG Investment Advisors LLC | 39,410 | $328.3K | 0.07% | −4,790−10.8% | Reduced |
| Birinyi Associates Inc | 37,450 | $312.0K | 0.11% | +37,450 | New |
| NewEdge Wealth, LLC | 37,445 | $311.9K | 0.01% | +37,445 | New |
| Oak Thistle LLC | 37,069 | $308.8K | 0.09% | +37,069 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 36,740 | $306.0K | 0.10% | +13,000+54.8% | Added |
| Marcum Wealth, LLC | 36,321 | $302.6K | 0.03% | +800+2.3% | Added |
| O'Neil Global Advisors, Inc. | 35,719 | $298.0K | 0.17% | +35,719 | New |
| Cornerstone Wealth Group, LLC | 34,645 | $288.6K | 0.04% | +3,286+10.5% | Added |
| Hamilton Capital Partners Inc. | 34,600 | $288.2K | 0.06% | +34,600 | New |
| Vestmark Advisory Solutions, Inc. | 34,595 | $288.2K | 0.01% | +34,595 | New |
| Platform Technology Partners | 28,300 | $279.6K | 0.11% | +28,300 | New |
| Triumph Capital Management | 33,222 | $276.7K | 0.12% | +19,400+140.4% | Added |
| American International Group, Inc. | 33,158 | $276.2K | 0.00% | −444−1.3% | Reduced |
| AE Wealth Management LLC | 28,925 | $274.8K | 0.00% | +15,657+118.0% | Added |
| Nebula Research & Development LLC | 32,442 | $270.2K | 0.08% | +32,442 | New |
| Federation des caisses Desjardins du Quebec | 31,027 | $258.5K | 0.00% | +30,827+15,413.5% | Added |
| M&T Bank Corp | 30,836 | $256.9K | 0.00% | +3,020+10.9% | Added |
| Steward Partners Investment Advisory, LLC | 30,500 | $254.1K | 0.00% | +3,000+10.9% | Added |
| Cresset Asset Management, LLC | 30,473 | $253.8K | 0.00% | +3,955+14.9% | Added |
| Absolute Gestao de Investimentos Ltda. | 30,000 | $249.9K | 0.10% | +30,000 | New |
| Antipodes Partners Ltd | 29,649 | $246.0K | 0.01% | +1,744+6.2% | Added |
| Equitable Holdings, Inc. | 29,513 | $245.8K | 0.00% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 28,718 | $239.2K | 0.03% | +28,718 | New |
| Evergreen Capital Management LLC | 27,496 | $229.0K | 0.01% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 19,772 | $228.4K | 0.16% | +19,772 | New |
| JustInvest LLC | 26,759 | $222.9K | 0.01% | +944+3.7% | Added |
| Ellevest, Inc. | 26,581 | $221.4K | 0.02% | +26,581 | New |
| Davenport & Co LLC | 25,500 | $212.4K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 25,440 | $211.9K | 0.06% | +25,440 | New |
| Claro Advisors LLC | 25,099 | $209.1K | 0.05% | −6,171−19.7% | Reduced |
| Cetera Investment Advisers | 24,769 | $206.3K | 0.00% | +24,769 | New |
| Edmond de Rothschild Holding S.A. | 24,500 | $204.1K | 0.00% | +24,500 | New |
| OneAscent Financial Services LLC | 24,394 | $203.0K | 0.03% | −12,444−33.8% | Reduced |
| Yousif Capital Management, LLC | 24,192 | $201.5K | 0.00% | +1,261+5.5% | Added |
| Beacon Pointe Advisors, LLC | 23,934 | $199.4K | 0.00% | +23,934 | New |
| 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 |
| Delta Asset Management LLC | 23,411 | $195.0K | 0.02% | −4,177−15.1% | Reduced |
| Counterpoint Mutual Funds LLC | 23,286 | $194.0K | 0.07% | +23,286 | New |
| Financial Perspectives, Inc | 22,892 | $190.7K | 0.08% | +6,760+41.9% | Added |
| Polar Capital Holdings Plc | 22,863 | $190.4K | 0.00% | +22,863 | New |
| Advisors Asset Management, Inc. | 22,597 | $188.2K | 0.00% | +3,219+16.6% | Added |
| Vident Advisory, LLC | 22,360 | $186.3K | 0.00% | +1,315+6.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22,777 | $184.3K | 0.00% | −1,541−6.3% | Reduced |
| Boothbay Fund Management, LLC | 21,781 | $181.4K | 0.01% | +7,201+49.4% | Added |
| Aigen Investment Management, LP | 20,945 | $174.5K | 0.03% | −309,206−93.7% | Reduced |
| Banco Santander, S.A. | 20,784 | $173.1K | 0.00% | +2,448+13.4% | Added |
| Cigna Investments Inc | 20,812 | $173.0K | 0.04% | +487+2.4% | Added |
| XTX Topco Ltd | 20,702 | $172.4K | 0.04% | +20,702 | New |
| OneAscent Wealth Management LLC | 20,449 | $170.0K | 0.07% | −13,577−39.9% | Reduced |
| Occudo Quantitative Strategies LP | 20,076 | $167.2K | 0.02% | −231,547−92.0% | Reduced |
| Oppenheimer Asset Management Inc. | 20,065 | $167.1K | 0.00% | +20,065 | New |
| Acadian Asset Management LLC | 19,815 | $164.0K | 0.00% | +19,815 | New |
| Y-Intercept (Hong Kong) Ltd | 19,582 | $163.1K | 0.02% | +19,582 | New |
| Chicago Trust Co NA | 19,291 | $160.7K | 0.04% | +19,291 | New |
| Wedmont Private Capital | 17,675 | $157.1K | 0.01% | +17,675 | New |
| Prudential PLC | 18,801 | $156.6K | 0.00% | −53,081−73.8% | Reduced |
| Machina Capital S.A.S. | 18,741 | $156.1K | 0.10% | −25,211−57.4% | Reduced |
| Fortis Capital Management LLC | 18,194 | $151.6K | 0.04% | +1,423+8.5% | Added |
| Quest Partners LLC | 18,100 | $150.8K | 0.03% | +18,100 | New |
| Mackenzie Financial Corp | 17,914 | $149.2K | 0.00% | −8,900−33.2% | Reduced |
| Capstone Investment Advisors, LLC | 17,778 | $148.1K | 0.00% | −25,972−59.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 17,673 | $147.2K | 0.00% | +2,845+19.2% | Added |
| US Bancorp | 16,849 | $140.4K | 0.00% | +16,550+5,535.1% | Added |
| Verdence Capital Advisors LLC | 16,517 | $137.6K | 0.01% | +6,517+65.2% | Added |
| Granite Bay Wealth Management, LLC | 16,296 | $135.0K | 0.00% | +16,296 | New |
| Pinkerton Retirement Specialists, LLC | 16,090 | $134.0K | 0.03% | +3,894+31.9% | Added |
| Kestra Advisory Services, LLC | 15,809 | $131.7K | 0.00% | −130−0.8% | Reduced |
| Gladstone Institutional Advisory LLC | 15,280 | $127.3K | 0.01% | +1,625+11.9% | Added |
| The PNC Financial Services Group, Inc. | 14,891 | $124.0K | 0.00% | +6,552+78.6% | Added |
| Shufro Rose & Co LLC | 17,045 | $123.6K | 0.01% | 00.0% | Unchanged |
| Axq Capital, LP | 14,800 | $123.3K | 0.03% | −31,300−67.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,552 | $121.2K | 0.00% | +14,552 | New |
| Raymond James Financial Services Advisors, Inc. | 14,550 | $121.2K | 0.00% | +1,330+10.1% | Added |
| Balboa Wealth Partners | 14,464 | $120.5K | 0.04% | −1,253−8.0% | Reduced |
| Pathstone Holdings, LLC | 14,324 | $119.3K | 0.00% | +14,324 | New |
| Snowden Capital Advisors LLC | 14,275 | $118.9K | 0.00% | +14,275 | New |
| Seldon Capital LP | 14,220 | $118.5K | 0.09% | +14,220 | New |
| EntryPoint Capital, LLC | 14,074 | $117.2K | 0.11% | +14,074 | New |
| Brown Advisory Inc | 13,951 | $116.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 13,900 | $115.8K | 0.01% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 13,084 | $109.0K | 0.00% | 00.0% | Unchanged |
| Woodline Partners LP | 13,072 | $108.9K | 0.00% | −8,564−39.6% | Reduced |
| Green Square Capital Advisors LLC | 13,015 | $108.4K | 0.01% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 12,956 | $107.9K | 0.06% | −37,642−74.4% | Reduced |
| Los Angeles Capital Management LLC | 12,782 | $106.5K | 0.00% | +1,579+14.1% | Added |