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 |
|---|---|---|---|---|---|
| IPG Investment Advisors LLC | 39,082 | $466.2K | 0.10% | −328−0.8% | Reduced |
| Financial Advocates Investment Management | 39,141 | $467.0K | 0.03% | +39,141 | New |
| Vontobel Holding Ltd. | 39,196 | $467.6K | 0.00% | −30,271−43.6% | Reduced |
| Lincoln National Corp | 39,999 | $477.2K | 0.01% | −345−0.9% | Reduced |
| Jefferies Financial Group Inc. | 40,000 | $477.2K | 0.01% | +40,000 | New |
| Precision Wealth Strategies, LLC | 41,497 | $495.1K | 0.47% | +1,303+3.2% | Added |
| SYSTM Wealth Solutions LLC | 41,971 | $500.7K | 0.06% | +41,019+4,308.7% | Added |
| Occudo Quantitative Strategies LP | 42,936 | $512.2K | 0.09% | +22,860+113.9% | Added |
| Marex Group plc | 43,000 | $513.0K | 0.02% | +43,000 | New |
| Machina Capital S.A.S. | 43,089 | $514.1K | 0.27% | +24,348+129.9% | Added |
| CWM, LLC | 43,750 | $522.0K | 0.00% | −6,924−13.7% | Reduced |
| Dakota Wealth Management | 45,005 | $536.9K | 0.01% | +45,005 | New |
| Natixis | 45,412 | $541.8K | 0.00% | +45,412 | New |
| CIBC World Markets Corp | 45,811 | $546.5K | 0.00% | +45,811 | New |
| FDx Advisors, Inc. | 45,813 | $547.0K | 0.08% | +33,347+267.5% | Added |
| Exencial Wealth Advisors, LLC | 47,066 | $561.5K | 0.02% | +47,066 | New |
| Handelsbanken Fonder AB | 48,400 | $577.0K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 48,511 | $578.7K | 0.04% | −43,191−47.1% | Reduced |
| Clough Capital Partners L P | 48,937 | $583.8K | 0.06% | +2,058+4.4% | Added |
| Cresset Asset Management, LLC | 49,624 | $592.0K | 0.00% | +19,151+62.8% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 51,545 | $596.4K | 0.33% | +51,545 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 50,000 | $597.0K | 0.00% | +50,000 | New |
| Maso Capital Partners Ltd | 50,000 | $597.0K | 0.44% | +50,000 | New |
| Concurrent Investment Advisors, LLC | 50,298 | $600.1K | 0.02% | +50,298 | New |
| Avestar Capital, LLC | 52,104 | $621.6K | 0.07% | +112+0.2% | Added |
| Angeles Investment Advisors, LLC | 52,919 | $631.3K | 0.03% | +11,100+26.5% | Added |
| Nebula Research & Development LLC | 54,000 | $644.2K | 0.14% | +21,558+66.5% | Added |
| Whittier Trust Co | 56,112 | $669.4K | 0.01% | +56,112 | New |
| Pictet Asset Management Holding SA | 56,421 | $673.1K | 0.00% | −7,203−11.3% | Reduced |
| Okabena Investment Services Inc | 57,790 | $689.4K | 0.23% | −24,732−30.0% | Reduced |
| Seven Eight Capital, LP | 58,163 | $693.9K | 0.07% | −835,886−93.5% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 58,947 | $703.2K | 0.06% | +58,947 | New |
| Tower Research Capital LLC (TRC) | 59,564 | $710.6K | 0.02% | +53,166+831.0% | Added |
| Federation des caisses Desjardins du Quebec | 59,944 | $715.1K | 0.01% | +28,917+93.2% | Added |
| Harbour Investments, Inc. | 60,033 | $716.2K | 0.03% | −579−1.0% | Reduced |
| Personal Cfo Solutions, LLC | 61,100 | $728.9K | 0.11% | +61,100 | New |
| Vestmark Advisory Solutions, Inc. | 64,065 | $764.3K | 0.03% | +29,470+85.2% | Added |
| StepStone Group LP | 66,210 | $789.9K | 0.17% | +66,210 | New |
| Gsa Capital Partners LLP | 66,243 | $790.0K | 0.06% | −28,638−30.2% | Reduced |
| Adalta Capital Management LLC | 66,225 | $790.1K | 0.44% | +3,125+5.0% | Added |
| Salvus Wealth Management, LLC | 67,000 | $799.3K | 0.55% | +4,500+7.2% | Added |
| Gateway Advisory, LLC | 67,836 | $809.3K | 0.14% | +5,579+9.0% | Added |
| Vaughan Nelson Investment Management, L.P. | 68,870 | $822.0K | 0.01% | +68,870 | New |
| Aigen Investment Management, LP | 69,166 | $825.1K | 0.18% | +48,221+230.2% | Added |
| LWM Advisory Services, LLC | 69,425 | $828.2K | 0.66% | +15,102+27.8% | Added |
| O'Shaughnessy Asset Management, LLC | 69,452 | $828.6K | 0.01% | +6,205+9.8% | Added |
| Advisor Group Holdings, Inc. | 70,552 | $841.7K | 0.00% | +14,773+26.5% | Added |
| ABN AMRO Bank N.V. | 70,668 | $842.5K | 0.01% | +70,668 | New |
| Carlyle Group Inc. | 72,341 | $863.0K | 0.05% | +72,341 | New |
| STRS Ohio | 73,262 | $874.0K | 0.00% | −7,889−9.7% | Reduced |
| Harvest Fund Management Co., Ltd | 73,458 | $875.0K | 0.08% | +73,458 | New |
| Frank, Rimerman Advisors LLC | 75,175 | $896.8K | 0.17% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 75,799 | $904.3K | 0.01% | +51,865+216.7% | Added |
| Harbour Capital Advisors, LLC | 77,050 | $913.8K | 0.23% | 00.0% | Unchanged |
| C WorldWide Group Holding A/S | 77,027 | $919.0K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 79,308 | $946.2K | 0.01% | −1,623−2.0% | Reduced |
| Atomi Financial Group, Inc. | 79,474 | $948.1K | 0.09% | +3,858+5.1% | Added |
| Marshall Wace, LLP | 80,219 | $957.0K | 0.00% | −16,291,376−99.5% | Reduced |
| Guggenheim Capital LLC | 80,317 | $958.2K | 0.01% | +38,245+90.9% | Added |
| DekaBank Deutsche Girozentrale | 79,585 | $964.0K | 0.00% | −69,987−46.8% | Reduced |
| Centiva Capital, LP | 80,875 | $964.8K | 0.05% | +80,875 | New |
| Prudential Financial Inc | 81,665 | $974.3K | 0.00% | +19,215+30.8% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 82,090 | $979.3K | 0.25% | +82,090 | New |
| Graham Capital Management, L.P. | 83,151 | $992.0K | 0.03% | −42,190−33.7% | Reduced |
| J.Safra Asset Management Corp | 83,158 | $992.1K | 0.11% | +83,158 | New |
| NewEdge Wealth, LLC | 91,322 | $1.00M | 0.02% | +53,877+143.9% | Added |
| Virtus ETF Advisers LLC | 84,646 | $1.01M | 0.54% | +13,022+18.2% | Added |
| Squarepoint Ops LLC | 85,661 | $1.02M | 0.00% | −9,921−10.4% | Reduced |
| Aviva PLC | 87,714 | $1.05M | 0.00% | −434−0.5% | Reduced |
| Mirabella Financial Services LLP | 89,906 | $1.07M | 0.08% | −407,792−81.9% | Reduced |
| Liontrust Investment Partners LLP | 92,000 | $1.10M | 0.02% | +17,000+22.7% | Added |
| Connable Office Inc | 94,390 | $1.13M | 0.13% | +94,390 | New |
| CIBC Asset Management Inc | 95,373 | $1.14M | 0.00% | +95,373 | New |
| Intech Investment Management LLC | 96,513 | $1.15M | 0.02% | −163,977−62.9% | Reduced |
| Birinyi Associates Inc | 72,150 | $1.19M | 0.39% | +34,700+92.7% | Added |
| BW Gestao de Investimentos Ltda. | 100,000 | $1.19M | 0.11% | 00.0% | Unchanged |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 100,000 | $1.19M | 0.08% | 00.0% | Unchanged |
| VGI Partners Ltd | 100,000 | $1.19M | 0.12% | +100,000 | New |
| Erste Asset Management GmbH | 100,000 | $1.20M | 0.02% | +100,000 | New |
| HighVista Strategies LLC | 100,461 | $1.20M | 0.43% | +7,000+7.5% | Added |
| Barclays PLC | 100,961 | $1.20M | 0.00% | −121,066−54.5% | Reduced |
| Snowden Capital Advisors LLC | 103,431 | $1.23M | 0.04% | +89,156+624.6% | Added |
| Duality Advisers, LP | 103,978 | $1.24M | 0.12% | +103,978 | New |
| Old Mission Capital LLC | 104,760 | $1.25M | 0.03% | +104,760 | New |
| Landscape Capital Management, L.L.C. | 106,665 | $1.27M | 0.11% | +106,665 | New |
| SRN Advisors, LLC | 107,653 | $1.28M | 1.00% | −52,988−33.0% | Reduced |
| Brinker Capital Investments, LLC | 109,810 | $1.31M | 0.01% | +67,815+161.5% | Added |
| Orion Portfolio Solutions, LLC | 109,810 | $1.31M | 0.01% | +67,815+161.5% | Added |
| Cetera Investment Advisers | 111,719 | $1.33M | 0.00% | +86,950+351.0% | Added |
| MetLife Investment Management | 111,795 | $1.33M | 0.01% | +334+0.3% | Added |
| Brevan Howard Capital Management LP | 112,704 | $1.34M | 0.12% | +112,704 | New |
| Eschler Asset Management LLP | 116,475 | $1.39M | 0.90% | +116,475 | New |
| Atria Investments LLC | 117,761 | $1.40M | 0.02% | +117,761 | New |
| Glenmede Trust Co NA | 122,603 | $1.46M | 0.01% | +122,603 | New |
| Titan Global Capital Management USA LLC | 127,075 | $1.52M | 0.24% | +127,075 | New |
| Raymond James Financial Services Advisors, Inc. | 129,939 | $1.55M | 0.00% | +115,389+793.1% | Added |
| MML Investors Services, LLC | 133,134 | $1.59M | 0.01% | +121,121+1,008.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 134,918 | $1.61M | 0.01% | +134,918 | New |
| Ethic Inc. | 136,165 | $1.62M | 0.04% | +26,279+23.9% | Added |
| Bank of Nova Scotia | 140,084 | $1.67M | 0.00% | −1,467,868−91.3% | Reduced |