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, Q2 2024
Institutional positions in Nu Holdings Ltd. as of Jun 30, 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
- 608
- +38 vs. Q1 2024
- Shares held
- 2.81B
- +138.9M (+5.2%) vs. Q1 2024
- Total value
- $36.2B
- +$4.36B (+13.7%) vs. Q1 2024
- New holders
- 103
- 261 more added
- Sold out
- 65
- 172 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Nu Holdings Ltd.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Archer Investment Corp | 9 | $116 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 17 | $220 | 0.00% | +17 | New |
| MV Capital Management, Inc. | 18 | $233 | 0.00% | +18 | New |
| Investors Research Corp | 20 | $258 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 26 | $310 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 25 | $323 | 0.00% | +25 | New |
| Continuum Advisory, LLC | 43 | $554 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 46 | $593 | 0.00% | +25+119.0% | Added |
| Kimelman & Baird, LLC | 55 | $709 | 0.00% | +55 | New |
| Larson Financial Group LLC | 59 | $761 | 0.00% | +59 | New |
| Twin Tree Management, LP | 65 | $838 | 0.00% | +65 | New |
| Lynx Investment Advisory | 68 | $877 | 0.00% | +68 | New |
| ICA Group Wealth Management, LLC | 75 | $967 | 0.00% | +25+50.0% | Added |
| Triad Wealth Partners, LLC | 100 | $1.29K | 0.00% | +100 | New |
| McIlrath & Eck, LLC | 110 | $1.42K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 121 | $1.56K | 0.00% | −3−2.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 160 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 162 | $2.09K | 0.00% | −413−71.8% | Reduced |
| Kelly Financial Services LLC | 172 | $2.22K | 0.00% | +42+32.3% | Added |
| Pacific Capital Wealth Advisors, Inc | 178 | $2.29K | 0.00% | +178 | New |
| Brown Brothers Harriman & Co | 198 | $2.55K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 200 | $2.58K | 0.00% | +200 | New |
| Jones Financial Companies LLLP | 211 | $2.72K | 0.00% | +211 | New |
| Highline Wealth Partners LLC | 214 | $2.76K | 0.00% | +214 | New |
| Carolinas Wealth Consulting LLC | 223 | $2.88K | 0.00% | +14+6.7% | Added |
| Valley National Advisers Inc | 265 | $3.00K | 0.00% | −15−5.4% | Reduced |
| Financial Management Professionals, Inc. | 214 | $3.00K | 0.00% | +149+229.2% | Added |
| Parkside Financial Bank & Trust | 252 | $3.25K | 0.00% | +84+50.0% | Added |
| Raffa Wealth Management, LLC | 274 | $3.53K | 0.00% | +61+28.6% | Added |
| EverSource Wealth Advisors, LLC | 360 | $4.37K | 0.00% | +81+29.0% | Added |
| Clearstead Advisors, LLC | 392 | $5.05K | 0.00% | +192+96.0% | Added |
| Spire Wealth Management | 401 | $5.17K | 0.00% | +1+0.3% | Added |
| Bell Investment Advisors, Inc | 458 | $5.90K | 0.00% | +98+27.2% | Added |
| TD Private Client Wealth LLC | 470 | $6.06K | 0.00% | +282+150.0% | Added |
| Massmutual Trust Co FSB | 494 | $6.37K | 0.00% | +53+12.0% | Added |
| Ritter Daniher Financial Advisory LLC | 500 | $6.45K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 600 | $7.73K | 0.00% | +600 | New |
| American National Bank | 650 | $8.38K | 0.00% | +650 | New |
| Meeder Asset Management Inc | 675 | $8.70K | 0.00% | +31+4.8% | Added |
| Global Wealth Strategies & Associates | 750 | $9.67K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 750 | $9.67K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 850 | $11.0K | 0.00% | +850 | New |
| Cullen/Frost Bankers, Inc. | 910 | $11.7K | 0.00% | +414+83.5% | Added |
| Principal Securities, Inc. | 912 | $11.8K | 0.00% | −314−25.6% | Reduced |
| Quent Capital, LLC | 923 | $11.9K | 0.00% | +923 | New |
| Fifth Third Bancorp | 946 | $12.2K | 0.00% | +839+784.1% | Added |
| Raelipskie Partnership | 1,000 | $12.9K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 1,000 | $12.9K | 0.01% | +1,000 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,050 | $13.5K | 0.00% | +1,050 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,019 | $13.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,105 | $14.2K | 0.00% | +1,068+2,886.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,209 | $15.6K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,300 | $16.8K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,406 | $17.4K | 0.00% | +290+26.0% | Added |
| Baldwin Brothers Inc | 1,412 | $18.2K | 0.00% | +46+3.4% | Added |
| TFC Financial Management | 1,456 | $18.8K | 0.00% | +884+154.5% | Added |
| Glass Jacobson Investment Advisors llc | 1,500 | $19.3K | 0.01% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 1,567 | $20.2K | 0.01% | +929+145.6% | Added |
| Smartleaf Asset Management LLC | 1,567 | $20.2K | 0.00% | +1,486+1,834.6% | Added |
| TD Waterhouse Canada Inc. | 1,685 | $20.8K | 0.00% | +250+17.4% | Added |
| Emfo, LLC | 1,933 | $24.9K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 2,000 | $25.8K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,151 | $27.7K | 0.00% | −148−6.4% | Reduced |
| GAMMA Investing LLC | 2,264 | $29.2K | 0.00% | +815+56.2% | Added |
| Anchor Investment Management, LLC | 2,400 | $30.9K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 2,450 | $31.6K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,456 | $31.7K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 2,470 | $31.8K | 0.00% | +330+15.4% | Added |
| Piscataqua Savings Bank | 2,500 | $32.2K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 3,853 | $49.7K | 0.02% | −5,183−57.4% | Reduced |
| ORG Partners LLC | 4,366 | $54.0K | 0.01% | +4,366 | New |
| Global Retirement Partners, LLC | 4,603 | $59.3K | 0.00% | +2,614+131.4% | Added |
| EntryPoint Capital, LLC | 5,147 | $66.3K | 0.03% | +231+4.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,611 | $72.3K | 0.00% | −3,475−38.2% | Reduced |
| Ancora Advisors, LLC | 5,712 | $73.6K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 6,100 | $78.0K | 0.05% | +6,100 | New |
| Natixis | 6,455 | $83.2K | 0.00% | −38,957−85.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,576 | $84.8K | 0.00% | −1,403−17.6% | Reduced |
| Hilltop National Bank | 6,698 | $86.3K | 0.03% | +395+6.3% | Added |
| Washington Trust Co | 6,775 | $87.3K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 6,840 | $88.0K | 0.02% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 6,842 | $88.2K | 0.03% | +6,842 | New |
| Newbridge Financial Services Group, Inc. | 8,100 | $104.4K | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,754 | $112.8K | 0.00% | −50,810−85.3% | Reduced |
| Rothschild Investment LLC | 9,000 | $116.0K | 0.01% | +3,000+50.0% | Added |
| Ridgewood Investments LLC | 9,124 | $117.6K | 0.06% | +9,124 | New |
| Powell Investment Advisors, LLC | 10,000 | $128.9K | 0.07% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 10,289 | $132.6K | 0.06% | −8,331−44.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 10,434 | $134.0K | 0.00% | −2,847−21.4% | Reduced |
| Assetmark, Inc | 10,427 | $134.4K | 0.00% | +10,427 | New |
| Parallel Advisors, LLC | 10,474 | $135.0K | 0.00% | −1,404−11.8% | Reduced |
| National Asset Management, Inc. | 10,488 | $135.2K | 0.00% | +10,488 | New |
| SYSTM Wealth Solutions LLC | 10,595 | $136.6K | 0.03% | −31,376−74.8% | Reduced |
| Aureus Asset Management, LLC | 10,608 | $136.7K | 0.01% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 10,654 | $137.3K | 0.02% | −16,265−60.4% | Reduced |
| HB Wealth Management, LLC | 10,828 | $139.6K | 0.00% | +10,828 | New |
| Stokes Family Office, LLC | 11,000 | $141.8K | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,164 | $143.9K | 0.00% | +6+0.1% | Added |
| Stonekeep Investments, LLC | 11,326 | $146.0K | 0.12% | +11,326 | New |
| Simplicity Wealth,LLC | 11,369 | $146.5K | 0.00% | −1,347−10.6% | Reduced |