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, Q1 2024
Institutional positions in Nu Holdings Ltd. as of Mar 31, 2024. 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
- 574
- +81 vs. Q4 2023
- Shares held
- 2.67B
- +48.5M (+1.9%) vs. Q4 2023
- Total value
- $31.8B
- +$10.0B (+45.8%) vs. Q4 2023
- New holders
- 150
- 212 more added
- Sold out
- 69
- 153 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Nu Holdings Ltd.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Archer Investment Corp | 9 | $107 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 26 | $217 | 0.00% | +26 | New |
| Investors Research Corp | 20 | $239 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 21 | $251 | 0.00% | +21 | New |
| Sofos Investments, Inc. | 34 | $404 | 0.00% | +34 | New |
| Versant Capital Management, Inc | 37 | $441 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 43 | $507 | 0.00% | +43 | New |
| ICA Group Wealth Management, LLC | 50 | $596 | 0.00% | +50 | New |
| Smartleaf Asset Management LLC | 81 | $967 | 0.00% | +81 | New |
| Financial Management Professionals, Inc. | 65 | $1.00K | 0.00% | +65 | New |
| Fifth Third Bancorp | 107 | $1.28K | 0.00% | +107 | New |
| McIlrath & Eck, LLC | 110 | $1.31K | 0.00% | +110 | New |
| Private Trust Co NA | 124 | $1.48K | 0.00% | −11−8.1% | Reduced |
| Kelly Financial Services LLC | 130 | $1.55K | 0.00% | +32+32.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 160 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 168 | $2.00K | 0.00% | +39+30.2% | Added |
| TD Private Client Wealth LLC | 188 | $2.24K | 0.00% | +68+56.7% | Added |
| Clearstead Advisors, LLC | 200 | $2.28K | 0.00% | +200 | New |
| Brown Brothers Harriman & Co | 198 | $2.36K | 0.00% | +198 | New |
| Carolinas Wealth Consulting LLC | 209 | $2.49K | 0.00% | +209 | New |
| Raffa Wealth Management, LLC | 213 | $2.54K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 280 | $3.00K | 0.00% | +55+24.4% | Added |
| EverSource Wealth Advisors, LLC | 279 | $3.03K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 293 | $3.50K | 0.00% | +18+6.5% | Added |
| Venturi Wealth Management, LLC | 300 | $3.58K | 0.00% | +300 | New |
| Bokf, NA | 317 | $3.75K | 0.00% | +296+1,409.5% | Added |
| Bell Investment Advisors, Inc | 360 | $4.29K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 400 | $4.77K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 441 | $5.26K | 0.00% | +404+1,091.9% | Added |
| Cullen/Frost Bankers, Inc. | 496 | $5.92K | 0.00% | +496 | New |
| Ritter Daniher Financial Advisory LLC | 500 | $5.96K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 500 | $5.96K | 0.00% | +500 | New |
| TFC Financial Management | 572 | $6.82K | 0.00% | +572 | New |
| Glen Eagle Advisors, LLC | 575 | $6.86K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 638 | $7.61K | 0.01% | +599+1,535.9% | Added |
| Meeder Asset Management Inc | 644 | $7.68K | 0.00% | +644 | New |
| First PREMIER Bank | 708 | $8.00K | 0.00% | +708 | New |
| Toronto Dominion Bank | 722 | $8.61K | 0.00% | +722 | New |
| Global Wealth Strategies & Associates | 750 | $8.95K | 0.00% | +750 | New |
| Nemes Rush Group LLC | 750 | $8.95K | 0.00% | +750 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,019 | $10.8K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 1,000 | $11.9K | 0.01% | 00.0% | Unchanged |
| Rock Creek Group, LP | 1,048 | $12.5K | 0.00% | −567−35.1% | Reduced |
| Farther Finance Advisors, LLC | 1,116 | $13.2K | 0.00% | +327+41.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,209 | $14.4K | 0.01% | +1,209 | New |
| Principal Securities, Inc. | 1,226 | $14.6K | 0.00% | +86+7.5% | Added |
| Sittner & Nelson, LLC | 1,300 | $15.5K | 0.01% | +1,300 | New |
| Baldwin Brothers Inc | 1,366 | $16.3K | 0.00% | +1,366 | New |
| TD Waterhouse Canada Inc. | 1,435 | $17.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,449 | $17.3K | 0.00% | +575+65.8% | Added |
| Glass Jacobson Investment Advisors llc | 1,500 | $17.9K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,560 | $18.6K | 0.01% | +1,560 | New |
| Emfo, LLC | 1,933 | $23.1K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,989 | $23.7K | 0.00% | +1,294+186.2% | Added |
| PFS Partners, LLC | 2,000 | $23.9K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,975 | $24.0K | 0.02% | −16−0.8% | Reduced |
| Huntington National Bank | 2,140 | $25.5K | 0.00% | −2,039−48.8% | Reduced |
| Nomura Asset Management Co Ltd | 2,200 | $26.2K | 0.00% | +2,200 | New |
| First Horizon Advisors, Inc. | 2,299 | $27.4K | 0.00% | +2,093+1,016.0% | Added |
| Anchor Investment Management, LLC | 2,400 | $28.6K | 0.00% | +2,400 | New |
| Turim 21 Investimentos Ltda. | 2,450 | $29.2K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,456 | $29.3K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 2,500 | $29.8K | 0.03% | 00.0% | Unchanged |
| Credit Agricole S A | 3,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,240 | $38.7K | 0.00% | +3,180+5,300.0% | Added |
| Impact Partnership Wealth, LLC | 4,181 | $49.9K | 0.02% | −1,135−21.4% | Reduced |
| EntryPoint Capital, LLC | 4,916 | $58.6K | 0.05% | −9,158−65.1% | Reduced |
| Ancora Advisors, LLC | 5,712 | $68.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,000 | $71.6K | 0.01% | +4,500+300.0% | Added |
| Hilltop National Bank | 6,303 | $75.2K | 0.03% | +6,303 | New |
| Washington Trust Co | 6,775 | $80.8K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 6,840 | $82.0K | 0.02% | +6,840 | New |
| LRI Investments, LLC | 7,649 | $91.3K | 0.02% | +7,649 | New |
| Steward Partners Investment Advisory, LLC | 7,743 | $92.4K | 0.00% | −22,757−74.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,979 | $95.2K | 0.00% | +7,501+1,569.2% | Added |
| Newbridge Financial Services Group, Inc. | 8,100 | $96.6K | 0.04% | +100+1.3% | Added |
| Allspring Global Investments Holdings, LLC | 8,841 | $105.5K | 0.00% | +5,672+179.0% | Added |
| Quarry LP | 9,036 | $107.8K | 0.04% | +4,048+81.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,086 | $108.4K | 0.00% | −137−1.5% | Reduced |
| Ronald Blue Trust, Inc. | 9,959 | $118.8K | 0.00% | +9,959 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,000 | $119.3K | 0.00% | −4,552−31.3% | Reduced |
| Powell Investment Advisors, LLC | 10,000 | $119.3K | 0.06% | +10,000 | New |
| Paradice Investment Management LLC | 10,015 | $119.5K | 0.02% | −999,737−99.0% | Reduced |
| Gladstone Institutional Advisory LLC | 10,377 | $123.8K | 0.01% | −4,903−32.1% | Reduced |
| State of Wyoming | 10,600 | $126.5K | 0.02% | +10,600 | New |
| Aureus Asset Management, LLC | 10,608 | $126.6K | 0.01% | +10,608 | New |
| Transcend Wealth Collective, LLC | 10,625 | $126.8K | 0.01% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 10,840 | $129.3K | 0.00% | +10,840 | New |
| Avantax Advisory Services, Inc. | 10,935 | $130.5K | 0.00% | +10,935 | New |
| Stokes Family Office, LLC | 11,000 | $131.2K | 0.02% | +1,000+10.0% | Added |
| Oppenheimer & Co Inc | 11,140 | $132.9K | 0.00% | +11,140 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,158 | $133.1K | 0.00% | −1,038−8.5% | Reduced |
| Advisor Resource Council | 16,388 | $136.5K | 0.06% | −85,220−83.9% | Reduced |
| Sand Hill Global Advisors, LLC | 11,533 | $137.6K | 0.01% | 00.0% | Unchanged |
| ASB Consultores, LLC | 11,552 | $137.8K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 11,878 | $141.7K | 0.00% | +11,878 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 12,400 | $141.8K | 0.06% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 12,000 | $143.0K | 0.04% | +12,000 | New |
| Moran Wealth Management, LLC | 12,004 | $143.2K | 0.00% | +426+3.7% | Added |
| Resources Investment Advisors, LLC. | 12,424 | $148.2K | 0.00% | +882+7.6% | Added |