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 |
|---|---|---|---|---|---|
| Rakuten Securities, Inc. | 12,489 | $149.0K | 0.07% | +12,489 | New |
| Aptus Capital Advisors, LLC | 12,506 | $149.2K | 0.00% | +1,874+17.6% | Added |
| Metis Global Partners, LLC | 12,555 | $149.8K | 0.01% | −529−4.0% | Reduced |
| Fox Run Management, L.L.C. | 12,603 | $150.4K | 0.03% | −31,893−71.7% | Reduced |
| EPIQ Capital Group, LLC | 12,605 | $150.4K | 0.06% | +12,605 | New |
| Simplicity Wealth,LLC | 12,716 | $151.7K | 0.00% | +12,716 | New |
| Bleakley Financial Group, LLC | 12,716 | $151.7K | 0.00% | +12,716 | New |
| Northwestern Mutual Wealth Management Co | 12,766 | $152.3K | 0.00% | +28+0.2% | Added |
| Los Angeles Capital Management LLC | 12,782 | $152.5K | 0.00% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 13,015 | $155.3K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 13,281 | $158.0K | 0.00% | +1,976+17.5% | Added |
| Quantinno Capital Management LP | 13,293 | $159.0K | 0.00% | +1,022+8.3% | Added |
| Harbour Investment Management LLC | 13,353 | $159.3K | 0.07% | +2,265+20.4% | Added |
| SRS Capital Advisors, Inc. | 13,721 | $163.7K | 0.02% | +13,685+38,013.9% | Added |
| Private Wealth Partners, LLC | 13,900 | $165.8K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 14,448 | $168.8K | 0.00% | +14,448 | New |
| Seldon Capital LP | 14,220 | $169.6K | 0.10% | 00.0% | Unchanged |
| Umb Bank N A | 14,329 | $170.9K | 0.00% | +7,741+117.5% | Added |
| Americana Partners, LLC | 14,334 | $171.0K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 14,627 | $174.5K | 0.00% | +14,627 | New |
| Newfoundland Capital Management | 15,000 | $178.9K | 1.89% | +15,000 | New |
| Wedbush Securities Inc | 15,574 | $186.0K | 0.01% | +15,574 | New |
| Leonteq Securities AG | 15,887 | $189.5K | 0.03% | +4,559+40.2% | Added |
| Vident Advisory, LLC | 15,935 | $190.1K | 0.00% | −6,425−28.7% | Reduced |
| Caption Management, LLC | 16,000 | $190.9K | 0.02% | +16,000 | New |
| Fortis Capital Management LLC | 16,258 | $194.0K | 0.05% | −1,936−10.6% | Reduced |
| Oppenheimer Asset Management Inc. | 16,610 | $198.2K | 0.00% | −3,455−17.2% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 16,740 | $199.7K | 0.07% | +16,740 | New |
| Shufro Rose & Co LLC | 17,045 | $203.3K | 0.02% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 17,200 | $205.2K | 0.00% | +17,200 | New |
| Insigneo Advisory Services, LLC | 17,431 | $208.0K | 0.02% | +17,431 | New |
| Brown Advisory Inc | 17,446 | $208.1K | 0.00% | +3,495+25.1% | Added |
| First Western Trust Bank | 17,589 | $209.8K | 0.01% | +6,596+60.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 17,764 | $211.9K | 0.03% | +17,764 | New |
| D.A. Davidson & Co. | 17,963 | $214.3K | 0.00% | +17,963 | New |
| Zacks Investment Management | 17,987 | $214.6K | 0.00% | −273,128−93.8% | Reduced |
| Chicago Trust Co NA | 18,227 | $217.4K | 0.04% | −1,064−5.5% | Reduced |
| Resona Asset Management Co.,Ltd. | 18,273 | $218.0K | 0.00% | +18,273 | New |
| Park National Corp | 18,344 | $218.8K | 0.01% | +18,344 | New |
| MRP Capital Investments, LLC | 18,400 | $219.5K | 0.22% | +18,400 | New |
| Advisor OS, LLC | 18,409 | $219.6K | 0.03% | +18,409 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,647 | $220.6K | 0.00% | +974+5.5% | Added |
| Jessup Wealth Management, Inc | 18,620 | $222.1K | 0.10% | +18,620 | New |
| Aspen Grove Capital, LLC | 19,183 | $228.9K | 0.06% | +19,183 | New |
| Pinkerton Retirement Specialists, LLC | 19,229 | $229.4K | 0.04% | +3,139+19.5% | Added |
| Seven Mile Advisory | 19,249 | $229.6K | 0.17% | +7,824+68.5% | Added |
| OneAscent Wealth Management LLC | 19,277 | $230.0K | 0.09% | −1,172−5.7% | Reduced |
| Comgest Global Investors S.A.S. | 19,338 | $230.7K | 0.00% | +19,338 | New |
| Wedmont Private Capital | 19,764 | $233.6K | 0.02% | +2,089+11.8% | Added |
| Granite Group Advisors, LLC | 19,772 | $235.9K | 0.16% | 00.0% | Unchanged |
| Cigna Investments Inc | 20,437 | $244.0K | 0.05% | −375−1.8% | Reduced |
| Banco Santander, S.A. | 20,784 | $248.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,951 | $249.9K | 0.00% | −1,826−8.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 21,440 | $255.8K | 0.01% | +21,440 | New |
| Oak Thistle LLC | 21,739 | $259.3K | 0.23% | −15,330−41.4% | Reduced |
| Savvy Advisors, Inc. | 21,896 | $261.2K | 0.15% | +21,896 | New |
| Delta Asset Management LLC | 22,000 | $262.5K | 0.02% | −1,411−6.0% | Reduced |
| Parus Finance (UK) Ltd | 22,265 | $265.6K | 0.10% | +22,265 | New |
| Antipodes Partners Ltd | 22,378 | $267.0K | 0.01% | −7,271−24.5% | Reduced |
| Diametric Capital, LP | 23,371 | $278.8K | 0.15% | −26,058−52.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 23,561 | $281.1K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 23,561 | $281.1K | 0.04% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 24,242 | $289.0K | 0.03% | −152−0.6% | Reduced |
| Coldstream Capital Management Inc | 24,659 | $294.2K | 0.01% | +24,659 | New |
| Integrated Wealth Concepts LLC | 24,827 | $296.2K | 0.00% | +24,827 | New |
| Claro Advisors LLC | 25,099 | $299.4K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 25,277 | $301.6K | 0.01% | +25,277 | New |
| Davenport & Co LLC | 25,500 | $304.2K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 25,584 | $305.2K | 0.12% | +2,692+11.8% | Added |
| Yousif Capital Management, LLC | 26,833 | $320.1K | 0.00% | +2,641+10.9% | Added |
| Davy Global Fund Management Ltd | 26,919 | $321.1K | 0.04% | −1,799−6.3% | Reduced |
| New Vernon Investment Management LLC | 27,624 | $329.6K | 0.28% | +27,624 | New |
| Numerai GP LLC | 27,923 | $333.1K | 0.14% | +27,923 | New |
| Triumph Capital Management | 28,789 | $340.3K | 0.14% | −4,433−13.3% | Reduced |
| IFP Advisors, Inc | 29,438 | $351.2K | 0.02% | +16,843+133.7% | Added |
| JustInvest LLC | 29,525 | $352.2K | 0.01% | +2,766+10.3% | Added |
| Equitable Holdings, Inc. | 29,613 | $353.3K | 0.00% | +100+0.3% | Added |
| Evergreen Capital Management LLC | 29,704 | $354.4K | 0.01% | +2,208+8.0% | Added |
| Advisory Services Network, LLC | 29,754 | $355.0K | 0.01% | +20,039+206.3% | Added |
| Schwab Charitable Fund | 30,231 | $360.7K | 0.01% | +30,231 | New |
| Advisors Asset Management, Inc. | 30,314 | $361.6K | 0.01% | +7,717+34.2% | Added |
| Ossiam | 30,449 | $363.3K | 0.01% | +30,449 | New |
| Ellevest, Inc. | 30,582 | $364.8K | 0.02% | +4,001+15.1% | Added |
| Verdence Capital Advisors LLC | 30,624 | $365.3K | 0.03% | +14,107+85.4% | Added |
| Hall Kathryn A. | 30,893 | $368.6K | 0.08% | +30,893 | New |
| Convergence Investment Partners, LLC | 32,049 | $382.0K | 0.15% | +32,049 | New |
| Park Avenue Securities LLC | 32,422 | $387.0K | 0.00% | +32,422 | New |
| American International Group, Inc. | 32,786 | $391.1K | 0.00% | −372−1.1% | Reduced |
| Hamilton Capital Partners Inc. | 34,600 | $412.8K | 0.05% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 35,109 | $418.8K | 0.01% | +35,109 | New |
| Boothbay Fund Management, LLC | 35,179 | $419.7K | 0.01% | +13,398+61.5% | Added |
| Kestra Advisory Services, LLC | 35,259 | $420.6K | 0.00% | +19,450+123.0% | Added |
| Sheets Smith Wealth Management | 35,386 | $422.2K | 0.05% | +35,386 | New |
| Marcum Wealth, LLC | 36,285 | $432.9K | 0.04% | −36−0.1% | Reduced |
| Capula Management Ltd | 37,424 | $446.5K | 0.02% | +37,424 | New |
| Scientech Research LLC | 37,475 | $447.1K | 0.24% | +37,475 | New |
| Alpine Global Management, LLC | 37,682 | $449.5K | 0.09% | +37,682 | New |
| Cornerstone Wealth Group, LLC | 37,683 | $449.6K | 0.04% | +3,038+8.8% | Added |
| ExodusPoint Capital Management, LP | 38,381 | $458.0K | 0.01% | +38,381 | New |
| Greenland Capital Management LP | 39,035 | $465.7K | 0.08% | +39,035 | New |