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 |
|---|---|---|---|---|---|
| Triumph Capital Management | 28,789 | $340.3K | 0.14% | −4,433−13.3% | Reduced |
| Numerai GP LLC | 27,923 | $333.1K | 0.14% | +27,923 | New |
| New Vernon Investment Management LLC | 27,624 | $329.6K | 0.28% | +27,624 | New |
| Davy Global Fund Management Ltd | 26,919 | $321.1K | 0.04% | −1,799−6.3% | Reduced |
| Yousif Capital Management, LLC | 26,833 | $320.1K | 0.00% | +2,641+10.9% | Added |
| Financial Perspectives, Inc | 25,584 | $305.2K | 0.12% | +2,692+11.8% | Added |
| Davenport & Co LLC | 25,500 | $304.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 25,277 | $301.6K | 0.01% | +25,277 | New |
| Claro Advisors LLC | 25,099 | $299.4K | 0.05% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 24,827 | $296.2K | 0.00% | +24,827 | New |
| Coldstream Capital Management Inc | 24,659 | $294.2K | 0.01% | +24,659 | New |
| OneAscent Financial Services LLC | 24,242 | $289.0K | 0.03% | −152−0.6% | 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 |
| Diametric Capital, LP | 23,371 | $278.8K | 0.15% | −26,058−52.7% | Reduced |
| Antipodes Partners Ltd | 22,378 | $267.0K | 0.01% | −7,271−24.5% | Reduced |
| Parus Finance (UK) Ltd | 22,265 | $265.6K | 0.10% | +22,265 | New |
| Delta Asset Management LLC | 22,000 | $262.5K | 0.02% | −1,411−6.0% | Reduced |
| Savvy Advisors, Inc. | 21,896 | $261.2K | 0.15% | +21,896 | New |
| Oak Thistle LLC | 21,739 | $259.3K | 0.23% | −15,330−41.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 21,440 | $255.8K | 0.01% | +21,440 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,951 | $249.9K | 0.00% | −1,826−8.0% | Reduced |
| Banco Santander, S.A. | 20,784 | $248.0K | 0.00% | 00.0% | Unchanged |
| Cigna Investments Inc | 20,437 | $244.0K | 0.05% | −375−1.8% | Reduced |
| Granite Group Advisors, LLC | 19,772 | $235.9K | 0.16% | 00.0% | Unchanged |
| Wedmont Private Capital | 19,764 | $233.6K | 0.02% | +2,089+11.8% | Added |
| Comgest Global Investors S.A.S. | 19,338 | $230.7K | 0.00% | +19,338 | New |
| OneAscent Wealth Management LLC | 19,277 | $230.0K | 0.09% | −1,172−5.7% | Reduced |
| Seven Mile Advisory | 19,249 | $229.6K | 0.17% | +7,824+68.5% | Added |
| Pinkerton Retirement Specialists, LLC | 19,229 | $229.4K | 0.04% | +3,139+19.5% | Added |
| Aspen Grove Capital, LLC | 19,183 | $228.9K | 0.06% | +19,183 | New |
| Jessup Wealth Management, Inc | 18,620 | $222.1K | 0.10% | +18,620 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,647 | $220.6K | 0.00% | +974+5.5% | Added |
| Advisor OS, LLC | 18,409 | $219.6K | 0.03% | +18,409 | New |
| MRP Capital Investments, LLC | 18,400 | $219.5K | 0.22% | +18,400 | New |
| Park National Corp | 18,344 | $218.8K | 0.01% | +18,344 | New |
| Resona Asset Management Co.,Ltd. | 18,273 | $218.0K | 0.00% | +18,273 | New |
| Chicago Trust Co NA | 18,227 | $217.4K | 0.04% | −1,064−5.5% | Reduced |
| Zacks Investment Management | 17,987 | $214.6K | 0.00% | −273,128−93.8% | Reduced |
| D.A. Davidson & Co. | 17,963 | $214.3K | 0.00% | +17,963 | New |
| Pinnacle Wealth Planning Services, Inc. | 17,764 | $211.9K | 0.03% | +17,764 | New |
| First Western Trust Bank | 17,589 | $209.8K | 0.01% | +6,596+60.0% | Added |
| Brown Advisory Inc | 17,446 | $208.1K | 0.00% | +3,495+25.1% | Added |
| Insigneo Advisory Services, LLC | 17,431 | $208.0K | 0.02% | +17,431 | New |
| State of Wisconsin Investment Board | 17,200 | $205.2K | 0.00% | +17,200 | New |
| Shufro Rose & Co LLC | 17,045 | $203.3K | 0.02% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 16,740 | $199.7K | 0.07% | +16,740 | New |
| Oppenheimer Asset Management Inc. | 16,610 | $198.2K | 0.00% | −3,455−17.2% | Reduced |
| Fortis Capital Management LLC | 16,258 | $194.0K | 0.05% | −1,936−10.6% | Reduced |
| Caption Management, LLC | 16,000 | $190.9K | 0.02% | +16,000 | New |
| Vident Advisory, LLC | 15,935 | $190.1K | 0.00% | −6,425−28.7% | Reduced |
| Leonteq Securities AG | 15,887 | $189.5K | 0.03% | +4,559+40.2% | Added |
| Wedbush Securities Inc | 15,574 | $186.0K | 0.01% | +15,574 | New |
| Newfoundland Capital Management | 15,000 | $178.9K | 1.89% | +15,000 | New |
| Savant Capital, LLC | 14,627 | $174.5K | 0.00% | +14,627 | New |
| Americana Partners, LLC | 14,334 | $171.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 14,329 | $170.9K | 0.00% | +7,741+117.5% | Added |
| Seldon Capital LP | 14,220 | $169.6K | 0.10% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 14,448 | $168.8K | 0.00% | +14,448 | New |
| Private Wealth Partners, LLC | 13,900 | $165.8K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 13,721 | $163.7K | 0.02% | +13,685+38,013.9% | Added |
| Harbour Investment Management LLC | 13,353 | $159.3K | 0.07% | +2,265+20.4% | Added |
| Quantinno Capital Management LP | 13,293 | $159.0K | 0.00% | +1,022+8.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 13,281 | $158.0K | 0.00% | +1,976+17.5% | Added |
| Green Square Capital Advisors LLC | 13,015 | $155.3K | 0.02% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 12,782 | $152.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 12,766 | $152.3K | 0.00% | +28+0.2% | Added |
| 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 |
| EPIQ Capital Group, LLC | 12,605 | $150.4K | 0.06% | +12,605 | New |
| Fox Run Management, L.L.C. | 12,603 | $150.4K | 0.03% | −31,893−71.7% | Reduced |
| Metis Global Partners, LLC | 12,555 | $149.8K | 0.01% | −529−4.0% | Reduced |
| Aptus Capital Advisors, LLC | 12,506 | $149.2K | 0.00% | +1,874+17.6% | Added |
| Rakuten Securities, Inc. | 12,489 | $149.0K | 0.07% | +12,489 | New |
| Resources Investment Advisors, LLC. | 12,424 | $148.2K | 0.00% | +882+7.6% | Added |
| Moran Wealth Management, LLC | 12,004 | $143.2K | 0.00% | +426+3.7% | Added |
| Morse Asset Management, Inc | 12,000 | $143.0K | 0.04% | +12,000 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 12,400 | $141.8K | 0.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 11,878 | $141.7K | 0.00% | +11,878 | New |
| ASB Consultores, LLC | 11,552 | $137.8K | 0.04% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 11,533 | $137.6K | 0.01% | 00.0% | Unchanged |
| Advisor Resource Council | 16,388 | $136.5K | 0.06% | −85,220−83.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,158 | $133.1K | 0.00% | −1,038−8.5% | Reduced |
| Oppenheimer & Co Inc | 11,140 | $132.9K | 0.00% | +11,140 | New |
| Stokes Family Office, LLC | 11,000 | $131.2K | 0.02% | +1,000+10.0% | Added |
| Avantax Advisory Services, Inc. | 10,935 | $130.5K | 0.00% | +10,935 | New |
| Allianz Asset Management GmbH | 10,840 | $129.3K | 0.00% | +10,840 | New |
| Transcend Wealth Collective, LLC | 10,625 | $126.8K | 0.01% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 10,608 | $126.6K | 0.01% | +10,608 | New |
| State of Wyoming | 10,600 | $126.5K | 0.02% | +10,600 | New |
| Gladstone Institutional Advisory LLC | 10,377 | $123.8K | 0.01% | −4,903−32.1% | Reduced |
| Paradice Investment Management LLC | 10,015 | $119.5K | 0.02% | −999,737−99.0% | Reduced |
| 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 |
| Ronald Blue Trust, Inc. | 9,959 | $118.8K | 0.00% | +9,959 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,086 | $108.4K | 0.00% | −137−1.5% | Reduced |
| Quarry LP | 9,036 | $107.8K | 0.04% | +4,048+81.2% | Added |
| Allspring Global Investments Holdings, LLC | 8,841 | $105.5K | 0.00% | +5,672+179.0% | Added |
| Newbridge Financial Services Group, Inc. | 8,100 | $96.6K | 0.04% | +100+1.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,979 | $95.2K | 0.00% | +7,501+1,569.2% | Added |