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; 861 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 | 861 | $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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 385,814 | $4.60M | 0.00% | +14,085+3.8% | Added |
| Rockefeller Capital Management L.P. | 373,392 | $4.45M | 0.01% | −329,353−46.9% | Reduced |
| SpiderRock Advisors, LLC | 374,367 | $4.41M | 0.14% | +374,367 | New |
| BBR Partners, LLC | 362,422 | $4.32M | 0.35% | +9,512+2.7% | Added |
| Ashford Capital Management Inc | 357,000 | $4.26M | 0.58% | +121,600+51.7% | Added |
| Trexquant Investment LP | 353,958 | $4.22M | 0.08% | +111,891+46.2% | Added |
| Quantbot Technologies LP | 335,379 | $4.00M | 0.23% | −548,989−62.1% | Reduced |
| Polymer Capital Management (HK) LTD | 332,800 | $3.97M | 1.00% | +332,800 | New |
| Black Swift Group, LLC | 326,000 | $3.89M | 1.00% | +326,000 | New |
| Artemis Investment Management LLP | 325,736 | $3.88M | 0.05% | +15,219+4.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 320,500 | $3.82M | 0.02% | +80,400+33.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 320,427 | $3.82M | 0.01% | +68,662+27.3% | Added |
| Utah Retirement Systems | 320,301 | $3.82M | 0.04% | +133,800+71.7% | Added |
| Pathstone Holdings, LLC | 311,863 | $3.72M | 0.02% | +297,539+2,077.2% | Added |
| Parametrica Management Ltd | 309,263 | $3.69M | 5.32% | +73,600+31.2% | Added |
| Thrivent Financial for Lutherans | 290,845 | $3.47M | 0.01% | −52,249−15.2% | Reduced |
| Redwood Investments, LLC | 438,115 | $3.43M | 1.01% | +75,470+20.8% | Added |
| Manufacturers Life Insurance Company, The | 286,527 | $3.42M | 0.00% | −17,966−5.9% | Reduced |
| LPL Financial LLC | 278,757 | $3.33M | 0.00% | +184,581+196.0% | Added |
| Danske Bank A/S | 270,300 | $3.22M | 0.01% | +270,300 | New |
| Keystone Investors Pte Ltd | 268,746 | $3.21M | 0.28% | +11,149+4.3% | Added |
| Jasper Ridge Partners, L.P. | 265,288 | $3.16M | 0.10% | +3,421+1.3% | Added |
| Bridgeway Capital Management, LLC | 261,600 | $3.12M | 0.06% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 261,247 | $3.12M | 0.02% | +261,247 | New |
| VPR Management LLC | 260,100 | $3.10M | 0.86% | +260,100 | New |
| Holocene Advisors, LP | 249,747 | $2.98M | 0.01% | −1,857,001−88.1% | Reduced |
| California State Teachers Retirement System | 237,232 | $2.83M | 0.00% | −151,139−38.9% | Reduced |
| Cloverfields Capital Group, LP | 237,061 | $2.83M | 0.95% | +2,802+1.2% | Added |
| Xponance, Inc. | 231,788 | $2.77M | 0.03% | −7,117−3.0% | Reduced |
| Equitable Trust Co | 230,911 | $2.75M | 0.19% | +230,911 | New |
| Wealth Enhancement Advisory Services, LLC | 229,818 | $2.74M | 0.01% | +173,243+306.2% | Added |
| GTS Securities LLC | 226,736 | $2.70M | 0.07% | −150,968−40.0% | Reduced |
| US Bancorp | 226,036 | $2.70M | 0.00% | +209,187+1,241.5% | Added |
| Principal Financial Group Inc | 223,426 | $2.67M | 0.00% | +12,595+6.0% | Added |
| Boston Private Wealth LLC | 221,302 | $2.64M | 0.06% | +40,063+22.1% | Added |
| O'Neil Global Advisors, Inc. | 220,791 | $2.63M | 3.25% | +185,072+518.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 454,491 | $2.61M | 0.01% | −147,225−24.5% | Reduced |
| RPg Family Wealth Advisory, LLC | 215,941 | $2.58M | 0.82% | +13,056+6.4% | Added |
| Wetherby Asset Management Inc | 210,727 | $2.51M | 0.12% | −24,953−10.6% | Reduced |
| Finivi Inc. | 207,800 | $2.48M | 2.24% | −25,026−10.7% | Reduced |
| INCA Investments LLC | 204,044 | $2.43M | 1.05% | +204,044 | New |
| Triasima Portfolio Management inc. | 202,552 | $2.42M | 0.20% | +3,085+1.5% | Added |
| Captrust Financial Advisors | 200,961 | $2.40M | 0.01% | +154,771+335.1% | Added |
| Mount Yale Investment Advisors, LLC | 200,388 | $2.39M | 0.18% | +200,388 | New |
| Cederberg Capital Ltd | 200,000 | $2.39M | 0.66% | 00.0% | Unchanged |
| Walleye Capital LLC | 182,837 | $2.18M | 0.02% | −1,604,576−89.8% | Reduced |
| Allen Investment Management LLC | 182,635 | $2.18M | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 181,520 | $2.17M | 0.11% | −16,591−8.4% | Reduced |
| Credit Suisse AG | 178,902 | $2.13M | 0.00% | −254,399−58.7% | Reduced |
| Bessemer Group Inc | 177,358 | $2.12M | 0.00% | −2,963,135−94.4% | Reduced |
| Mariner, LLC | 176,949 | $2.11M | 0.00% | +10,227+6.1% | Added |
| Northwest & Ethical Investments L.P. | 174,505 | $2.08M | 0.06% | +80,624+85.9% | Added |
| Hiddenite Capital Partners LP | 172,000 | $2.05M | 2.36% | +172,000 | New |
| Engineers Gate Manager LP | 171,413 | $2.04M | 0.05% | −4,622−2.6% | Reduced |
| Truist Financial Corp | 170,854 | $2.04M | 0.00% | +97,125+131.7% | Added |
| Wolverine Trading, LLC | 168,729 | $2.01M | 0.02% | −455,199−73.0% | Reduced |
| The PNC Financial Services Group, Inc. | 167,264 | $2.00M | 0.00% | +152,373+1,023.3% | Added |
| JT Stratford LLC | 164,375 | $1.96M | 0.39% | +88,075+115.4% | Added |
| CI Private Wealth, LLC | 164,358 | $1.96M | 0.00% | +62,754+61.8% | Added |
| Tokio Marine Asset Management Co Ltd | 164,164 | $1.96M | 0.10% | +164,164 | New |
| Empowered Funds, LLC | 161,439 | $1.93M | 0.03% | +16,618+11.5% | Added |
| Headlands Technologies LLC | 160,043 | $1.91M | 0.46% | +134,603+529.1% | Added |
| Crestone Asset Management LLC | 159,889 | $1.91M | 0.38% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 158,763 | $1.89M | 0.04% | +7,279+4.8% | Added |
| AQR Capital Management LLC | 156,399 | $1.87M | 0.00% | +28,144+21.9% | Added |
| Pitcairn Co | 155,812 | $1.86M | 0.12% | +80,735+107.5% | Added |
| Commonwealth Equity Services, LLC | 154,303 | $1.84M | 0.00% | +68,943+80.8% | Added |
| Channel Wealth LLC | 150,587 | $1.80M | 0.72% | −31,279−17.2% | Reduced |
| SG Americas Securities, LLC | 150,054 | $1.79M | 0.01% | +150,054 | New |
| Amalgamated Bank | 147,846 | $1.76M | 0.02% | −110,711−42.8% | Reduced |
| Calamos Advisors LLC | 144,670 | $1.73M | 0.01% | +144,670 | New |
| Laurion Capital Management LP | 143,743 | $1.71M | 0.05% | +143,743 | New |
| Gilder Gagnon Howe & Co LLC | 142,765 | $1.70M | 0.02% | +142,765 | New |
| First Manhattan Co | 142,500 | $1.70M | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia | 140,084 | $1.67M | 0.00% | −1,467,868−91.3% | Reduced |
| Ethic Inc. | 136,165 | $1.62M | 0.04% | +26,279+23.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 134,918 | $1.61M | 0.01% | +134,918 | New |
| MML Investors Services, LLC | 133,134 | $1.59M | 0.01% | +121,121+1,008.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 129,939 | $1.55M | 0.00% | +115,389+793.1% | Added |
| Titan Global Capital Management USA LLC | 127,075 | $1.52M | 0.24% | +127,075 | New |
| Glenmede Trust Co NA | 122,603 | $1.46M | 0.01% | +122,603 | New |
| Atria Investments LLC | 117,761 | $1.40M | 0.02% | +117,761 | New |
| Eschler Asset Management LLP | 116,475 | $1.39M | 0.90% | +116,475 | New |
| Brevan Howard Capital Management LP | 112,704 | $1.34M | 0.12% | +112,704 | New |
| MetLife Investment Management | 111,795 | $1.33M | 0.01% | +334+0.3% | Added |
| Cetera Investment Advisers | 111,719 | $1.33M | 0.00% | +86,950+351.0% | Added |
| 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 |
| SRN Advisors, LLC | 107,653 | $1.28M | 1.00% | −52,988−33.0% | Reduced |
| Landscape Capital Management, L.L.C. | 106,665 | $1.27M | 0.11% | +106,665 | New |
| Old Mission Capital LLC | 104,760 | $1.25M | 0.03% | +104,760 | New |
| Duality Advisers, LP | 103,978 | $1.24M | 0.12% | +103,978 | New |
| Snowden Capital Advisors LLC | 103,431 | $1.23M | 0.04% | +89,156+624.6% | Added |
| Barclays PLC | 100,961 | $1.20M | 0.00% | −121,066−54.5% | Reduced |
| HighVista Strategies LLC | 100,461 | $1.20M | 0.43% | +7,000+7.5% | Added |
| Erste Asset Management GmbH | 100,000 | $1.20M | 0.02% | +100,000 | New |
| 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 |
| Birinyi Associates Inc | 72,150 | $1.19M | 0.39% | +34,700+92.7% | Added |