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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 7,743 | $92.4K | 0.00% | −22,757−74.6% | Reduced |
| LRI Investments, LLC | 7,649 | $91.3K | 0.02% | +7,649 | New |
| Canton Hathaway, LLC | 6,840 | $82.0K | 0.02% | +6,840 | New |
| Washington Trust Co | 6,775 | $80.8K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 6,303 | $75.2K | 0.03% | +6,303 | New |
| Rothschild Investment LLC | 6,000 | $71.6K | 0.01% | +4,500+300.0% | Added |
| Ancora Advisors, LLC | 5,712 | $68.1K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 4,916 | $58.6K | 0.05% | −9,158−65.1% | Reduced |
| Impact Partnership Wealth, LLC | 4,181 | $49.9K | 0.02% | −1,135−21.4% | Reduced |
| AdvisorNet Financial, Inc | 3,240 | $38.7K | 0.00% | +3,180+5,300.0% | Added |
| Credit Agricole S A | 3,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 2,500 | $29.8K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,456 | $29.3K | 0.01% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 2,450 | $29.2K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,400 | $28.6K | 0.00% | +2,400 | New |
| First Horizon Advisors, Inc. | 2,299 | $27.4K | 0.00% | +2,093+1,016.0% | Added |
| Nomura Asset Management Co Ltd | 2,200 | $26.2K | 0.00% | +2,200 | New |
| Huntington National Bank | 2,140 | $25.5K | 0.00% | −2,039−48.8% | Reduced |
| Covestor Ltd | 1,975 | $24.0K | 0.02% | −16−0.8% | Reduced |
| PFS Partners, LLC | 2,000 | $23.9K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,989 | $23.7K | 0.00% | +1,294+186.2% | Added |
| Emfo, LLC | 1,933 | $23.1K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,560 | $18.6K | 0.01% | +1,560 | New |
| Glass Jacobson Investment Advisors llc | 1,500 | $17.9K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,449 | $17.3K | 0.00% | +575+65.8% | Added |
| TD Waterhouse Canada Inc. | 1,435 | $17.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,366 | $16.3K | 0.00% | +1,366 | New |
| Sittner & Nelson, LLC | 1,300 | $15.5K | 0.01% | +1,300 | New |
| Principal Securities, Inc. | 1,226 | $14.6K | 0.00% | +86+7.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,209 | $14.4K | 0.01% | +1,209 | New |
| Farther Finance Advisors, LLC | 1,116 | $13.2K | 0.00% | +327+41.4% | Added |
| Rock Creek Group, LP | 1,048 | $12.5K | 0.00% | −567−35.1% | Reduced |
| Raelipskie Partnership | 1,000 | $11.9K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,019 | $10.8K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 750 | $8.95K | 0.00% | +750 | New |
| Nemes Rush Group LLC | 750 | $8.95K | 0.00% | +750 | New |
| Toronto Dominion Bank | 722 | $8.61K | 0.00% | +722 | New |
| First PREMIER Bank | 708 | $8.00K | 0.00% | +708 | New |
| Meeder Asset Management Inc | 644 | $7.68K | 0.00% | +644 | New |
| Abich Financial Wealth Management LLC | 638 | $7.61K | 0.01% | +599+1,535.9% | Added |
| Glen Eagle Advisors, LLC | 575 | $6.86K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 572 | $6.82K | 0.00% | +572 | New |
| Ritter Daniher Financial Advisory LLC | 500 | $5.96K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 500 | $5.96K | 0.00% | +500 | New |
| Cullen/Frost Bankers, Inc. | 496 | $5.92K | 0.00% | +496 | New |
| Massmutual Trust Co FSB | 441 | $5.26K | 0.00% | +404+1,091.9% | Added |
| Spire Wealth Management | 400 | $4.77K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 360 | $4.29K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 317 | $3.75K | 0.00% | +296+1,409.5% | Added |
| Venturi Wealth Management, LLC | 300 | $3.58K | 0.00% | +300 | New |
| VisionPoint Advisory Group, LLC | 293 | $3.50K | 0.00% | +18+6.5% | Added |
| EverSource Wealth Advisors, LLC | 279 | $3.03K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 280 | $3.00K | 0.00% | +55+24.4% | Added |
| Raffa Wealth Management, LLC | 213 | $2.54K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 209 | $2.49K | 0.00% | +209 | New |
| Brown Brothers Harriman & Co | 198 | $2.36K | 0.00% | +198 | New |
| Clearstead Advisors, LLC | 200 | $2.28K | 0.00% | +200 | New |
| TD Private Client Wealth LLC | 188 | $2.24K | 0.00% | +68+56.7% | Added |
| Parkside Financial Bank & Trust | 168 | $2.00K | 0.00% | +39+30.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 160 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 130 | $1.55K | 0.00% | +32+32.7% | Added |
| Private Trust Co NA | 124 | $1.48K | 0.00% | −11−8.1% | Reduced |
| McIlrath & Eck, LLC | 110 | $1.31K | 0.00% | +110 | New |
| Fifth Third Bancorp | 107 | $1.28K | 0.00% | +107 | New |
| Financial Management Professionals, Inc. | 65 | $1.00K | 0.00% | +65 | New |
| Smartleaf Asset Management LLC | 81 | $967 | 0.00% | +81 | New |
| ICA Group Wealth Management, LLC | 50 | $596 | 0.00% | +50 | New |
| Continuum Advisory, LLC | 43 | $507 | 0.00% | +43 | New |
| Versant Capital Management, Inc | 37 | $441 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 34 | $404 | 0.00% | +34 | New |
| Lindbrook Capital, LLC | 21 | $251 | 0.00% | +21 | New |
| Investors Research Corp | 20 | $239 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 26 | $217 | 0.00% | +26 | New |
| Archer Investment Corp | 9 | $107 | 0.00% | 00.0% | Unchanged |
| Galileo (PTC) Ltd | 0 | $0 | 0.00% | −94,782,271−100.0% | Sold out |
| Atreides Management, LP | 0 | $0 | 0.00% | −5,661,100−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −3,527,017−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −1,844,610−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −1,530,034−100.0% | Sold out |
| Carrhae Capital LLP | 0 | $0 | 0.00% | −1,397,013−100.0% | Sold out |
| Fourth Sail Capital LP | 0 | $0 | 0.00% | −1,146,800−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −1,131,930−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −985,500−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −921,173−100.0% | Sold out |
| Hidden Lake Asset Management LP | 0 | $0 | 0.00% | −729,038−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −698,400−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −453,845−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −451,947−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −331,718−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −239,095−100.0% | Sold out |
| Advanced Portfolio Management, LLC | 0 | $0 | 0.00% | −225,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −193,995−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −168,662−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −167,728−100.0% | Sold out |
| Partners Capital Investment Group, LLP | 0 | $0 | 0.00% | −167,608−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −146,251−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −136,132−100.0% | Sold out |
| Verde Servicos Internacionais S.A. | 0 | $0 | 0.00% | −105,779−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −93,072−100.0% | Sold out |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −76,950−100.0% | Sold out |