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 |
|---|---|---|---|---|---|
| Verdence Capital Advisors LLC | 35,561 | $458.4K | 0.04% | +4,937+16.1% | Added |
| Financial Advocates Investment Management | 35,618 | $459.1K | 0.03% | −3,523−9.0% | Reduced |
| Sheets Smith Wealth Management | 35,938 | $463.2K | 0.06% | +552+1.6% | Added |
| Evergreen Capital Management LLC | 36,004 | $464.1K | 0.02% | +6,300+21.2% | Added |
| Marcum Wealth, LLC | 36,318 | $468.1K | 0.05% | +33+0.1% | Added |
| Precision Wealth Strategies, LLC | 36,595 | $471.7K | 0.49% | −4,902−11.8% | Reduced |
| Covenant Partners, LLC | 36,613 | $471.9K | 0.14% | +36,613 | New |
| Cornerstone Wealth Group, LLC | 37,691 | $485.8K | 0.04% | +80.0% | Added |
| Graham Capital Management, L.P. | 37,718 | $486.2K | 0.02% | −45,433−54.6% | Reduced |
| Emerald Advisers, LLC | 38,359 | $494.4K | 0.02% | +38,359 | New |
| J. Safra Sarasin Holding AG | 38,410 | $495.1K | 0.01% | +38,410 | New |
| O'Neil Global Advisors, Inc. | 38,775 | $500.0K | 0.24% | −182,016−82.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 39,601 | $510.5K | 0.01% | +31,858+411.4% | Added |
| IFP Advisors, Inc | 39,673 | $511.4K | 0.02% | +10,235+34.8% | Added |
| Kestra Advisory Services, LLC | 40,134 | $517.3K | 0.00% | +4,875+13.8% | Added |
| Atomi Financial Group, Inc. | 40,202 | $518.2K | 0.04% | −39,272−49.4% | Reduced |
| Capula Management Ltd | 40,800 | $525.9K | 0.01% | +3,376+9.0% | Added |
| Rakuten Securities, Inc. | 41,641 | $536.8K | 0.23% | +29,152+233.4% | Added |
| Advisors Asset Management, Inc. | 41,908 | $540.2K | 0.01% | +11,594+38.2% | Added |
| FDx Advisors, Inc. | 41,943 | $541.0K | 0.15% | −3,870−8.4% | Reduced |
| Nomura Holdings Inc | 42,017 | $541.6K | 0.00% | +42,017 | New |
| Exencial Wealth Advisors, LLC | 42,312 | $545.4K | 0.02% | −4,754−10.1% | Reduced |
| IPG Investment Advisors LLC | 42,727 | $550.8K | 0.12% | +3,645+9.3% | Added |
| Circle Wealth Management, LLC | 42,780 | $551.4K | 0.01% | +42,780 | New |
| Marex Group plc | 43,000 | $554.3K | 0.01% | 00.0% | Unchanged |
| Dakota Wealth Management | 43,284 | $557.9K | 0.01% | −1,721−3.8% | Reduced |
| Sanctuary Advisors, LLC | 50,926 | $562.7K | 0.00% | +50,926 | New |
| Prelude Capital Management, LLC | 43,694 | $563.2K | 0.05% | −4,817−9.9% | Reduced |
| Oak Grove Capital LLC | 44,010 | $567.3K | 0.15% | +44,010 | New |
| Platform Technology Partners | 44,669 | $575.8K | 0.20% | +44,669 | New |
| CWM, LLC | 47,864 | $617.0K | 0.00% | +4,114+9.4% | Added |
| Handelsbanken Fonder AB | 48,400 | $624.0K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 49,479 | $637.8K | 0.00% | +38,639+356.4% | Added |
| United Capital Financial Advisers, LLC | 49,712 | $640.8K | 0.01% | +49,712 | New |
| Legacy Wealth Asset Management, LLC | 50,943 | $656.7K | 0.19% | +50,943 | New |
| Thoroughbred Financial Services, LLC | 51,209 | $660.0K | 0.04% | +51,209 | New |
| Arkfeld Wealth Strategies, L.L.C. | 51,545 | $661.8K | 0.34% | 00.0% | Unchanged |
| Avestar Capital, LLC | 52,279 | $673.9K | 0.07% | +175+0.3% | Added |
| Angeles Investment Advisors, LLC | 52,549 | $677.4K | 0.03% | −370−0.7% | Reduced |
| Capital CS Group, LLC | 53,070 | $684.1K | 0.79% | +53,070 | New |
| Capital International Sarl | 54,103 | $697.4K | 0.02% | +54,103 | New |
| Advisory Services Network, LLC | 54,697 | $705.0K | 0.01% | +24,943+83.8% | Added |
| MRP Capital Investments, LLC | 54,700 | $705.1K | 0.66% | +36,300+197.3% | Added |
| Carlyle Group Inc. | 55,417 | $714.3K | 0.07% | −16,924−23.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 55,850 | $719.9K | 0.06% | +55,850 | New |
| Sciencast Management LP | 56,081 | $722.9K | 0.25% | +56,081 | New |
| Impact Partnership Wealth, LLC | 57,596 | $742.4K | 0.20% | +53,415+1,277.6% | Added |
| SG Americas Securities, LLC | 58,371 | $752.0K | 0.00% | −91,683−61.1% | Reduced |
| Parus Finance (UK) Ltd | 59,668 | $769.1K | 0.22% | +37,403+168.0% | Added |
| Knollwood Investment Advisory, LLC | 59,800 | $770.8K | 0.09% | +59,800 | New |
| Sherbrooke Park Advisers LLC | 60,273 | $776.9K | 0.14% | +60,273 | New |
| Harbour Investments, Inc. | 60,305 | $777.3K | 0.03% | +272+0.5% | Added |
| Cresset Asset Management, LLC | 61,770 | $796.2K | 0.00% | +12,146+24.5% | Added |
| Guggenheim Capital LLC | 62,216 | $802.0K | 0.01% | −18,101−22.5% | Reduced |
| Personal Cfo Solutions, LLC | 62,327 | $803.4K | 0.12% | +1,227+2.0% | Added |
| Vestmark Advisory Solutions, Inc. | 63,177 | $814.4K | 0.03% | −888−1.4% | Reduced |
| Corebridge Financial, Inc. | 63,307 | $816.0K | 0.00% | +63,307 | New |
| ABN AMRO Bank N.V. | 63,194 | $821.0K | 0.01% | −7,474−10.6% | Reduced |
| Private Advisory Group LLC | 64,243 | $828.1K | 0.11% | +64,243 | New |
| Verition Fund Management LLC | 64,332 | $829.2K | 0.01% | −1,932,945−96.8% | Reduced |
| Whittier Trust Co | 65,618 | $845.8K | 0.01% | +9,506+16.9% | Added |
| Legacy Bridge, LLC | 65,775 | $847.8K | 0.50% | +64,215+4,116.3% | Added |
| First Hawaiian Bank | 66,068 | $851.6K | 0.03% | +66,068 | New |
| Diversify Advisory Services, LLC | 65,104 | $856.1K | 0.05% | +65,104 | New |
| Gsa Capital Partners LLP | 66,474 | $857.0K | 0.06% | +231+0.3% | Added |
| Salvus Wealth Management, LLC | 67,000 | $863.6K | 0.59% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 67,864 | $874.8K | 0.02% | +67,864 | New |
| Gateway Advisory, LLC | 69,255 | $892.7K | 0.15% | +1,419+2.1% | Added |
| LWM Advisory Services, LLC | 69,425 | $894.9K | 0.75% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 73,917 | $914.4K | 0.02% | +73,917 | New |
| Convergence Investment Partners, LLC | 72,103 | $929.4K | 0.27% | +40,054+125.0% | Added |
| Sand Hill Global Advisors, LLC | 72,792 | $938.3K | 0.04% | +61,259+531.2% | Added |
| Harbour Capital Advisors, LLC | 76,200 | $941.8K | 0.22% | −850−1.1% | Reduced |
| Jump Financial, LLC | 73,800 | $951.3K | 0.02% | −471,174−86.5% | Reduced |
| Adalta Capital Management LLC | 74,825 | $964.5K | 0.52% | +8,600+13.0% | Added |
| Frank, Rimerman Advisors LLC | 75,175 | $969.0K | 0.07% | 00.0% | Unchanged |
| C WorldWide Group Holding A/S | 75,220 | $970.0K | 0.01% | −1,807−2.3% | Reduced |
| Group One Trading, L.P. | 75,479 | $972.9K | 0.03% | +75,479 | New |
| STRS Ohio | 75,875 | $978.0K | 0.00% | +2,613+3.6% | Added |
| Partners Capital Investment Group, LLP | 76,638 | $987.9K | 0.02% | +76,638 | New |
| Virtus ETF Advisers LLC | 78,200 | $1.01M | 0.49% | −6,446−7.6% | Reduced |
| Magnus Financial Group LLC | 78,983 | $1.02M | 0.11% | +78,983 | New |
| DekaBank Deutsche Girozentrale | 79,585 | $1.03M | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 81,100 | $1.05M | 0.01% | +5,301+7.0% | Added |
| CI Private Wealth, LLC | 82,785 | $1.07M | 0.00% | −81,573−49.6% | Reduced |
| Fort Washington Investment Advisors Inc | 82,971 | $1.07M | 0.01% | +82,971 | New |
| J.Safra Asset Management Corp | 83,158 | $1.07M | 0.11% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 85,000 | $1.10M | 0.02% | −7,000−7.6% | Reduced |
| Birinyi Associates Inc | 86,250 | $1.11M | 0.33% | +14,100+19.5% | Added |
| Private Advisor Group, LLC | 87,547 | $1.13M | 0.01% | +8,239+10.4% | Added |
| Shelton Wealth Management, LLC | 87,674 | $1.13M | 0.68% | +87,674 | New |
| Dnca Finance | 89,000 | $1.15M | 0.10% | +89,000 | New |
| NewEdge Wealth, LLC | 89,703 | $1.16M | 0.03% | −1,619−1.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 90,087 | $1.16M | 0.01% | +20,635+29.7% | Added |
| Connable Office Inc | 90,457 | $1.17M | 0.13% | −3,933−4.2% | Reduced |
| Prudential Financial Inc | 90,787 | $1.17M | 0.00% | +9,122+11.2% | Added |
| Clough Capital Partners L P | 93,033 | $1.20M | 0.13% | +44,096+90.1% | Added |
| Avantax Advisory Services, Inc. | 94,996 | $1.22M | 0.01% | +84,061+768.7% | Added |
| La Financiere de L'Echiquier | 97,000 | $1.25M | 0.05% | +97,000 | New |
| Snowden Capital Advisors LLC | 99,238 | $1.28M | 0.04% | −4,193−4.1% | Reduced |