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 |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 11,369 | $146.5K | 0.00% | −1,347−10.6% | Reduced |
| Aspen Grove Capital, LLC | 11,488 | $148.1K | 0.03% | −7,695−40.1% | Reduced |
| ASB Consultores, LLC | 11,552 | $148.9K | 0.05% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 11,663 | $150.3K | 0.01% | +11,663 | New |
| Covestor Ltd | 11,763 | $152.0K | 0.10% | +9,788+495.6% | Added |
| Harbour Investment Management LLC | 12,458 | $160.6K | 0.07% | −895−6.7% | Reduced |
| Stratos Wealth Partners, LTD. | 12,485 | $160.9K | 0.00% | +12,485 | New |
| Umb Bank N A | 12,739 | $164.2K | 0.00% | −1,590−11.1% | Reduced |
| Perigon Wealth Management, LLC | 12,895 | $166.2K | 0.00% | +12,895 | New |
| Metis Global Partners, LLC | 13,016 | $167.8K | 0.01% | +461+3.7% | Added |
| Element Capital Management LLC | 13,210 | $170.3K | 0.01% | +13,210 | New |
| Northwestern Mutual Wealth Management Co | 13,356 | $172.2K | 0.00% | +590+4.6% | Added |
| Venturi Wealth Management, LLC | 13,721 | $176.9K | 0.01% | +13,421+4,473.7% | Added |
| Private Wealth Partners, LLC | 13,900 | $179.2K | 0.01% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,000 | $180.5K | 0.01% | +4,000+40.0% | Added |
| Banque Cantonale Vaudoise | 14,100 | $182.0K | 0.01% | +14,100 | New |
| Seldon Capital LP | 14,220 | $183.3K | 0.10% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 14,334 | $184.8K | 0.02% | +613+4.5% | Added |
| Savant Capital, LLC | 14,390 | $185.5K | 0.00% | −237−1.6% | Reduced |
| Leonteq Securities AG | 14,395 | $185.6K | 0.03% | −1,492−9.4% | Reduced |
| Arete Wealth Advisors, LLC | 14,429 | $186.0K | 0.02% | +14,429 | New |
| Allspring Global Investments Holdings, LLC | 14,536 | $187.4K | 0.00% | +5,695+64.4% | Added |
| Los Angeles Capital Management LLC | 14,862 | $191.6K | 0.00% | +2,080+16.3% | Added |
| Aptus Capital Advisors, LLC | 14,965 | $192.9K | 0.00% | +2,459+19.7% | Added |
| Oppenheimer & Co Inc | 15,272 | $196.9K | 0.00% | +4,132+37.1% | Added |
| Merit Financial Group, LLC | 15,391 | $198.4K | 0.00% | +943+6.5% | Added |
| Americana Partners, LLC | 15,449 | $199.1K | 0.02% | +1,115+7.8% | Added |
| Moran Wealth Management, LLC | 15,459 | $199.3K | 0.01% | +3,455+28.8% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 15,500 | $199.8K | 0.08% | +3,100+25.0% | Added |
| HRT Financial LP | 15,524 | $200.0K | 0.00% | −4,531,534−99.7% | Reduced |
| Gladstone Institutional Advisory LLC | 16,023 | $206.5K | 0.01% | +5,646+54.4% | Added |
| Insigneo Advisory Services, LLC | 19,841 | $212.5K | 0.02% | +2,410+13.8% | Added |
| Antipodes Partners Ltd | 16,944 | $219.3K | 0.01% | −5,434−24.3% | Reduced |
| Shufro Rose & Co LLC | 17,045 | $219.7K | 0.02% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 17,330 | $223.4K | 0.05% | +1,072+6.6% | Added |
| Altfest L J & Co Inc | 17,504 | $226.0K | 0.03% | +17,504 | New |
| First Western Trust Bank | 17,589 | $226.7K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 17,963 | $231.5K | 0.00% | 00.0% | Unchanged |
| American Trust | 18,103 | $233.3K | 0.02% | +18,103 | New |
| Comgest Global Investors S.A.S. | 18,121 | $233.6K | 0.00% | −1,217−6.3% | Reduced |
| State of Wyoming | 18,196 | $234.5K | 0.04% | +7,596+71.7% | Added |
| OneAscent Wealth Management LLC | 18,659 | $241.0K | 0.13% | −618−3.2% | Reduced |
| AdvisorNet Financial, Inc | 18,870 | $243.2K | 0.02% | +15,630+482.4% | Added |
| Counterpoint Mutual Funds LLC | 18,900 | $243.6K | 0.06% | +18,900 | New |
| Park National Corp | 18,920 | $243.9K | 0.01% | +576+3.1% | Added |
| Brown Advisory Inc | 18,946 | $244.2K | 0.00% | +1,500+8.6% | Added |
| Advisor OS, LLC | 19,011 | $245.1K | 0.03% | +602+3.3% | Added |
| Transcend Wealth Collective, LLC | 19,095 | $246.1K | 0.02% | +8,470+79.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 19,120 | $246.5K | 0.04% | +1,356+7.6% | Added |
| Seven Mile Advisory | 19,300 | $248.8K | 0.18% | +51+0.3% | Added |
| Granite Group Advisors, LLC | 19,772 | $254.9K | 0.19% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 20,000 | $257.8K | 0.04% | −17,682−46.9% | Reduced |
| Oppenheimer Asset Management Inc. | 20,394 | $262.9K | 0.00% | +3,784+22.8% | Added |
| CIBC World Markets Inc. | 20,376 | $263.0K | 0.00% | +20,376 | New |
| Resona Asset Management Co.,Ltd. | 20,533 | $264.9K | 0.00% | +2,260+12.4% | Added |
| Banco Santander, S.A. | 20,784 | $267.9K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 21,327 | $274.9K | 0.01% | −113−0.5% | Reduced |
| Wedbush Securities Inc | 21,872 | $282.0K | 0.01% | +6,298+40.4% | Added |
| Delta Asset Management LLC | 22,000 | $283.6K | 0.03% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 23,075 | $297.4K | 0.04% | +23,075 | New |
| Claro Advisors LLC | 23,128 | $298.1K | 0.05% | −1,971−7.9% | Reduced |
| Cary Street Partners Asset Management LLC | 23,561 | $303.7K | 0.04% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 23,579 | $303.9K | 0.01% | +18+0.1% | Added |
| Wedmont Private Capital | 22,824 | $306.1K | 0.02% | +3,060+15.5% | Added |
| LRI Investments, LLC | 24,240 | $312.5K | 0.04% | +16,591+216.9% | Added |
| OneAscent Financial Services LLC | 24,298 | $313.0K | 0.04% | +56+0.2% | Added |
| Bokf, NA | 25,067 | $323.1K | 0.01% | +24,750+7,807.6% | Added |
| Resources Investment Advisors, LLC. | 25,229 | $325.2K | 0.00% | +12,805+103.1% | Added |
| Greenland Capital Management LP | 25,456 | $328.1K | 0.07% | −13,579−34.8% | Reduced |
| Davenport & Co LLC | 25,500 | $328.7K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 25,716 | $331.5K | 0.01% | +1,057+4.3% | Added |
| Vident Advisory, LLC | 25,833 | $333.0K | 0.01% | +9,898+62.1% | Added |
| Integrated Wealth Concepts LLC | 26,042 | $335.7K | 0.00% | +1,215+4.9% | Added |
| Blair William & Co | 26,274 | $338.7K | 0.00% | +26,274 | New |
| Savvy Advisors, Inc. | 26,428 | $340.7K | 0.11% | +4,532+20.7% | Added |
| Walleye Capital LLC | 26,495 | $341.5K | 0.00% | −156,342−85.5% | Reduced |
| Accuvest Global Advisors | 26,684 | $344.0K | 0.76% | +26,684 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 26,885 | $347.0K | 0.00% | +8,238+44.2% | Added |
| Cigna Investments Inc | 27,625 | $356.0K | 0.07% | +7,188+35.2% | Added |
| New Vernon Investment Management LLC | 27,624 | $356.1K | 0.46% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 27,664 | $356.6K | 0.13% | +2,080+8.1% | Added |
| Ronald Blue Trust, Inc. | 30,639 | $365.5K | 0.01% | +20,680+207.7% | Added |
| Engineers Gate Manager LP | 29,032 | $374.2K | 0.01% | −142,381−83.1% | Reduced |
| Equitable Holdings, Inc. | 29,613 | $381.7K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 29,683 | $382.6K | 0.15% | +894+3.1% | Added |
| GenTrust, LLC | 29,730 | $383.2K | 0.02% | +29,730 | New |
| Quantinno Capital Management LP | 30,188 | $389.1K | 0.01% | +16,895+127.1% | Added |
| Solstein Capital, LLC | 30,400 | $391.9K | 0.26% | +30,400 | New |
| Park Avenue Securities LLC | 30,397 | $392.0K | 0.00% | −2,025−6.2% | Reduced |
| Ellevest, Inc. | 31,147 | $401.5K | 0.02% | +565+1.8% | Added |
| Occudo Quantitative Strategies LP | 31,267 | $403.0K | 0.07% | −11,669−27.2% | Reduced |
| Ossiam | 31,895 | $411.1K | 0.01% | +1,446+4.7% | Added |
| Hardman Johnston Global Advisors LLC | 33,380 | $430.3K | 0.02% | +33,380 | New |
| PFG Investments, LLC | 33,963 | $437.8K | 0.03% | +33,963 | New |
| Congress Wealth Management LLC | 34,193 | $440.7K | 0.01% | −916−2.6% | Reduced |
| Morse Asset Management, Inc | 34,350 | $443.0K | 0.11% | +22,350+186.3% | Added |
| JustInvest LLC | 34,481 | $444.5K | 0.01% | +4,956+16.8% | Added |
| Hamilton Capital Partners Inc. | 34,600 | $446.0K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 34,865 | $449.4K | 0.01% | +9,588+37.9% | Added |
| Yousif Capital Management, LLC | 35,028 | $451.5K | 0.01% | +8,195+30.5% | Added |