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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 96,513 | $1.15M | 0.02% | −163,977−62.9% | Reduced |
| CIBC Asset Management Inc | 95,373 | $1.14M | 0.00% | +95,373 | New |
| Connable Office Inc | 94,390 | $1.13M | 0.13% | +94,390 | New |
| Liontrust Investment Partners LLP | 92,000 | $1.10M | 0.02% | +17,000+22.7% | Added |
| Mirabella Financial Services LLP | 89,906 | $1.07M | 0.08% | −407,792−81.9% | Reduced |
| Aviva PLC | 87,714 | $1.05M | 0.00% | −434−0.5% | Reduced |
| Squarepoint Ops LLC | 85,661 | $1.02M | 0.00% | −9,921−10.4% | Reduced |
| Virtus ETF Advisers LLC | 84,646 | $1.01M | 0.54% | +13,022+18.2% | Added |
| NewEdge Wealth, LLC | 91,322 | $1.00M | 0.02% | +53,877+143.9% | Added |
| J.Safra Asset Management Corp | 83,158 | $992.1K | 0.11% | +83,158 | New |
| Graham Capital Management, L.P. | 83,151 | $992.0K | 0.03% | −42,190−33.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 82,090 | $979.3K | 0.25% | +82,090 | New |
| Prudential Financial Inc | 81,665 | $974.3K | 0.00% | +19,215+30.8% | Added |
| Centiva Capital, LP | 80,875 | $964.8K | 0.05% | +80,875 | New |
| DekaBank Deutsche Girozentrale | 79,585 | $964.0K | 0.00% | −69,987−46.8% | Reduced |
| Guggenheim Capital LLC | 80,317 | $958.2K | 0.01% | +38,245+90.9% | Added |
| Marshall Wace, LLP | 80,219 | $957.0K | 0.00% | −16,291,376−99.5% | Reduced |
| Atomi Financial Group, Inc. | 79,474 | $948.1K | 0.09% | +3,858+5.1% | Added |
| Private Advisor Group, LLC | 79,308 | $946.2K | 0.01% | −1,623−2.0% | Reduced |
| C WorldWide Group Holding A/S | 77,027 | $919.0K | 0.01% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 77,050 | $913.8K | 0.23% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 75,799 | $904.3K | 0.01% | +51,865+216.7% | Added |
| Frank, Rimerman Advisors LLC | 75,175 | $896.8K | 0.17% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 73,458 | $875.0K | 0.08% | +73,458 | New |
| STRS Ohio | 73,262 | $874.0K | 0.00% | −7,889−9.7% | Reduced |
| Carlyle Group Inc. | 72,341 | $863.0K | 0.05% | +72,341 | New |
| ABN AMRO Bank N.V. | 70,668 | $842.5K | 0.01% | +70,668 | New |
| Advisor Group Holdings, Inc. | 70,552 | $841.7K | 0.00% | +14,773+26.5% | Added |
| O'Shaughnessy Asset Management, LLC | 69,452 | $828.6K | 0.01% | +6,205+9.8% | Added |
| LWM Advisory Services, LLC | 69,425 | $828.2K | 0.66% | +15,102+27.8% | Added |
| Aigen Investment Management, LP | 69,166 | $825.1K | 0.18% | +48,221+230.2% | Added |
| Vaughan Nelson Investment Management, L.P. | 68,870 | $822.0K | 0.01% | +68,870 | New |
| Gateway Advisory, LLC | 67,836 | $809.3K | 0.14% | +5,579+9.0% | Added |
| Salvus Wealth Management, LLC | 67,000 | $799.3K | 0.55% | +4,500+7.2% | Added |
| Adalta Capital Management LLC | 66,225 | $790.1K | 0.44% | +3,125+5.0% | Added |
| Gsa Capital Partners LLP | 66,243 | $790.0K | 0.06% | −28,638−30.2% | Reduced |
| StepStone Group LP | 66,210 | $789.9K | 0.17% | +66,210 | New |
| Vestmark Advisory Solutions, Inc. | 64,065 | $764.3K | 0.03% | +29,470+85.2% | Added |
| Personal Cfo Solutions, LLC | 61,100 | $728.9K | 0.11% | +61,100 | New |
| Harbour Investments, Inc. | 60,033 | $716.2K | 0.03% | −579−1.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 59,944 | $715.1K | 0.01% | +28,917+93.2% | Added |
| Tower Research Capital LLC (TRC) | 59,564 | $710.6K | 0.02% | +53,166+831.0% | Added |
| SPX Equities Gestao de Recursos Ltda | 58,947 | $703.2K | 0.06% | +58,947 | New |
| Seven Eight Capital, LP | 58,163 | $693.9K | 0.07% | −835,886−93.5% | Reduced |
| Okabena Investment Services Inc | 57,790 | $689.4K | 0.23% | −24,732−30.0% | Reduced |
| Pictet Asset Management Holding SA | 56,421 | $673.1K | 0.00% | −7,203−11.3% | Reduced |
| Whittier Trust Co | 56,112 | $669.4K | 0.01% | +56,112 | New |
| Nebula Research & Development LLC | 54,000 | $644.2K | 0.14% | +21,558+66.5% | Added |
| Angeles Investment Advisors, LLC | 52,919 | $631.3K | 0.03% | +11,100+26.5% | Added |
| Avestar Capital, LLC | 52,104 | $621.6K | 0.07% | +112+0.2% | Added |
| Concurrent Investment Advisors, LLC | 50,298 | $600.1K | 0.02% | +50,298 | 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 |
| Arkfeld Wealth Strategies, L.L.C. | 51,545 | $596.4K | 0.33% | +51,545 | New |
| Cresset Asset Management, LLC | 49,624 | $592.0K | 0.00% | +19,151+62.8% | Added |
| Clough Capital Partners L P | 48,937 | $583.8K | 0.06% | +2,058+4.4% | Added |
| Prelude Capital Management, LLC | 48,511 | $578.7K | 0.04% | −43,191−47.1% | Reduced |
| Handelsbanken Fonder AB | 48,400 | $577.0K | 0.00% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 47,066 | $561.5K | 0.02% | +47,066 | New |
| FDx Advisors, Inc. | 45,813 | $547.0K | 0.08% | +33,347+267.5% | Added |
| CIBC World Markets Corp | 45,811 | $546.5K | 0.00% | +45,811 | New |
| Natixis | 45,412 | $541.8K | 0.00% | +45,412 | New |
| Dakota Wealth Management | 45,005 | $536.9K | 0.01% | +45,005 | New |
| CWM, LLC | 43,750 | $522.0K | 0.00% | −6,924−13.7% | Reduced |
| Machina Capital S.A.S. | 43,089 | $514.1K | 0.27% | +24,348+129.9% | Added |
| Marex Group plc | 43,000 | $513.0K | 0.02% | +43,000 | New |
| Occudo Quantitative Strategies LP | 42,936 | $512.2K | 0.09% | +22,860+113.9% | Added |
| SYSTM Wealth Solutions LLC | 41,971 | $500.7K | 0.06% | +41,019+4,308.7% | Added |
| Precision Wealth Strategies, LLC | 41,497 | $495.1K | 0.47% | +1,303+3.2% | Added |
| Jefferies Financial Group Inc. | 40,000 | $477.2K | 0.01% | +40,000 | New |
| Lincoln National Corp | 39,999 | $477.2K | 0.01% | −345−0.9% | Reduced |
| Vontobel Holding Ltd. | 39,196 | $467.6K | 0.00% | −30,271−43.6% | Reduced |
| Financial Advocates Investment Management | 39,141 | $467.0K | 0.03% | +39,141 | New |
| IPG Investment Advisors LLC | 39,082 | $466.2K | 0.10% | −328−0.8% | Reduced |
| Greenland Capital Management LP | 39,035 | $465.7K | 0.08% | +39,035 | New |
| ExodusPoint Capital Management, LP | 38,381 | $458.0K | 0.01% | +38,381 | New |
| Cornerstone Wealth Group, LLC | 37,683 | $449.6K | 0.04% | +3,038+8.8% | Added |
| Alpine Global Management, LLC | 37,682 | $449.5K | 0.09% | +37,682 | New |
| Scientech Research LLC | 37,475 | $447.1K | 0.24% | +37,475 | New |
| Capula Management Ltd | 37,424 | $446.5K | 0.02% | +37,424 | New |
| Marcum Wealth, LLC | 36,285 | $432.9K | 0.04% | −36−0.1% | Reduced |
| Sheets Smith Wealth Management | 35,386 | $422.2K | 0.05% | +35,386 | New |
| Kestra Advisory Services, LLC | 35,259 | $420.6K | 0.00% | +19,450+123.0% | Added |
| Boothbay Fund Management, LLC | 35,179 | $419.7K | 0.01% | +13,398+61.5% | Added |
| Congress Wealth Management LLC | 35,109 | $418.8K | 0.01% | +35,109 | New |
| Hamilton Capital Partners Inc. | 34,600 | $412.8K | 0.05% | 00.0% | Unchanged |
| American International Group, Inc. | 32,786 | $391.1K | 0.00% | −372−1.1% | Reduced |
| Park Avenue Securities LLC | 32,422 | $387.0K | 0.00% | +32,422 | New |
| Convergence Investment Partners, LLC | 32,049 | $382.0K | 0.15% | +32,049 | New |
| Hall Kathryn A. | 30,893 | $368.6K | 0.08% | +30,893 | New |
| Verdence Capital Advisors LLC | 30,624 | $365.3K | 0.03% | +14,107+85.4% | Added |
| Ellevest, Inc. | 30,582 | $364.8K | 0.02% | +4,001+15.1% | Added |
| Ossiam | 30,449 | $363.3K | 0.01% | +30,449 | New |
| Advisors Asset Management, Inc. | 30,314 | $361.6K | 0.01% | +7,717+34.2% | Added |
| Schwab Charitable Fund | 30,231 | $360.7K | 0.01% | +30,231 | New |
| Advisory Services Network, LLC | 29,754 | $355.0K | 0.01% | +20,039+206.3% | Added |
| Evergreen Capital Management LLC | 29,704 | $354.4K | 0.01% | +2,208+8.0% | Added |
| Equitable Holdings, Inc. | 29,613 | $353.3K | 0.00% | +100+0.3% | Added |
| JustInvest LLC | 29,525 | $352.2K | 0.01% | +2,766+10.3% | Added |
| IFP Advisors, Inc | 29,438 | $351.2K | 0.02% | +16,843+133.7% | Added |