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 |
|---|---|---|---|---|---|
| Two Sigma Securities, LLC | 99,372 | $1.28M | 0.06% | −82,148−45.3% | Reduced |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 100,000 | $1.29M | 0.08% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 100,000 | $1.29M | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 100,393 | $1.29M | 0.00% | +5,020+5.3% | Added |
| Channel Wealth LLC | 100,918 | $1.30M | 0.47% | −49,669−33.0% | Reduced |
| Capital Wealth Planning, LLC | 101,415 | $1.31M | 0.01% | +101,415 | New |
| Landscape Capital Management, L.L.C. | 102,625 | $1.32M | 0.11% | −4,040−3.8% | Reduced |
| CTC Alternative Strategies, Ltd. | 103,442 | $1.33M | 0.57% | +103,442 | New |
| CastleKnight Management LP | 104,100 | $1.34M | 0.18% | +104,100 | New |
| Envestnet Portfolio Solutions, Inc. | 106,149 | $1.37M | 0.00% | −28,769−21.3% | Reduced |
| Intech Investment Management LLC | 109,040 | $1.41M | 0.02% | +12,527+13.0% | Added |
| Brinker Capital Investments, LLC | 110,710 | $1.43M | 0.02% | +900+0.8% | Added |
| Orion Portfolio Solutions, LLC | 110,710 | $1.43M | 0.02% | +900+0.8% | Added |
| Virtu Financial LLC | 117,372 | $1.51M | 0.11% | +117,372 | New |
| Ulysses Management LLC | 120,000 | $1.55M | 0.37% | +120,000 | New |
| MML Investors Services, LLC | 120,661 | $1.55M | 0.01% | −12,473−9.4% | Reduced |
| HighVista Strategies LLC | 121,061 | $1.56M | 0.57% | +20,600+20.5% | Added |
| Atria Investments LLC | 121,493 | $1.57M | 0.02% | +3,732+3.2% | Added |
| Quantbot Technologies LP | 122,022 | $1.57M | 0.08% | −213,357−63.6% | Reduced |
| Aviva PLC | 122,522 | $1.58M | 0.00% | +34,808+39.7% | Added |
| Titan Global Capital Management USA LLC | 126,350 | $1.63M | 0.26% | −725−0.6% | Reduced |
| Bienville Capital Management, LLC | 1,107,556 | $1.66M | 0.40% | +1,107,556 | New |
| Glenmede Trust Co NA | 130,112 | $1.68M | 0.01% | +7,509+6.1% | Added |
| Citadel Advisors LLC | 130,320 | $1.68M | 0.00% | −3,993,839−96.8% | Reduced |
| Cetera Investment Advisers | 134,715 | $1.74M | 0.00% | +22,996+20.6% | Added |
| Bank of Nova Scotia | 140,084 | $1.81M | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 142,500 | $1.84M | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 142,764 | $1.84M | 0.00% | +142,764 | New |
| TPG Financial Advisors, LLC | 148,558 | $1.91M | 0.91% | +148,558 | New |
| VGI Partners Ltd | 149,965 | $1.93M | 0.20% | +49,965+50.0% | Added |
| Mount Yale Investment Advisors, LLC | 150,612 | $1.94M | 0.15% | −49,776−24.8% | Reduced |
| SRN Advisors, LLC | 158,949 | $2.05M | 1.70% | +51,296+47.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 160,124 | $2.06M | 0.00% | +30,185+23.2% | Added |
| Crossmark Global Holdings, Inc. | 161,018 | $2.08M | 0.04% | +2,255+1.4% | Added |
| GWM Advisors LLC | 166,638 | $2.15M | 0.02% | +166,638 | New |
| Empowered Funds, LLC | 167,500 | $2.16M | 0.04% | +6,061+3.8% | Added |
| JT Stratford LLC | 172,006 | $2.22M | 0.41% | +7,631+4.6% | Added |
| Commonwealth Equity Services, LLC | 172,043 | $2.22M | 0.00% | +17,740+11.5% | Added |
| Boston Private Wealth LLC | 173,400 | $2.24M | 0.06% | −47,902−21.6% | Reduced |
| Pitcairn Co | 173,460 | $2.24M | 0.14% | +17,648+11.3% | Added |
| Headlands Technologies LLC | 173,491 | $2.24M | 0.24% | +13,448+8.4% | Added |
| Bessemer Group Inc | 177,333 | $2.29M | 0.00% | −250.0% | Reduced |
| Mariner, LLC | 177,412 | $2.29M | 0.00% | +463+0.3% | Added |
| The PNC Financial Services Group, Inc. | 177,989 | $2.29M | 0.00% | +10,725+6.4% | Added |
| Truist Financial Corp | 180,447 | $2.33M | 0.00% | +9,593+5.6% | Added |
| Advisor Group Holdings, Inc. | 186,531 | $2.40M | 0.01% | +115,979+164.4% | Added |
| AQR Capital Management LLC | 186,897 | $2.41M | 0.00% | +30,498+19.5% | Added |
| Ethic Inc. | 188,170 | $2.43M | 0.06% | +52,005+38.2% | Added |
| Captrust Financial Advisors | 192,588 | $2.48M | 0.01% | −8,373−4.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 435,763 | $2.53M | 0.01% | −18,728−4.1% | Reduced |
| Pictet Asset Management Holding SA | 197,200 | $2.54M | 0.00% | +140,779+249.5% | Added |
| Cederberg Capital Ltd | 200,000 | $2.58M | 0.85% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 202,551 | $2.61M | 0.01% | +152,551+305.1% | Added |
| Calamos Advisors LLC | 204,290 | $2.63M | 0.01% | +59,620+41.2% | Added |
| MetLife Investment Management | 204,566 | $2.64M | 0.02% | +92,771+83.0% | Added |
| Wetherby Asset Management Inc | 204,926 | $2.64M | 0.12% | −5,801−2.8% | Reduced |
| Consolidated Portfolio Review Corp | 207,460 | $2.67M | 0.62% | +207,460 | New |
| Thrivent Financial for Lutherans | 209,203 | $2.70M | 0.01% | −81,642−28.1% | Reduced |
| Amalgamated Bank | 215,062 | $2.77M | 0.02% | +67,216+45.5% | Added |
| RPg Family Wealth Advisory, LLC | 215,890 | $2.78M | 0.92% | −510.0% | Reduced |
| Northwest & Ethical Investments L.P. | 217,264 | $2.80M | 0.08% | +42,759+24.5% | Added |
| Equitable Trust Co | 230,644 | $2.97M | 0.20% | −267−0.1% | Reduced |
| California State Teachers Retirement System | 232,375 | $3.00M | 0.00% | −4,857−2.0% | Reduced |
| Cloverfields Capital Group, LP | 237,087 | $3.06M | 1.03% | +260.0% | Added |
| Finivi Inc. | 245,932 | $3.17M | 2.63% | +38,132+18.4% | Added |
| BW Gestao de Investimentos Ltda. | 250,000 | $3.22M | 0.42% | +150,000+150.0% | Added |
| Summit Partners Public Asset Management, LLC | 250,000 | $3.22M | 0.15% | +250,000 | New |
| Simplex Trading, LLC | 263,081 | $3.39M | 0.11% | +263,081 | New |
| Jasper Ridge Partners, L.P. | 266,113 | $3.43M | 0.11% | +825+0.3% | Added |
| AXA S.A. | 269,550 | $3.47M | 0.01% | +269,550 | New |
| Polymer Capital Management (HK) LTD | 275,400 | $3.55M | 0.72% | −57,400−17.2% | Reduced |
| Principal Financial Group Inc | 277,425 | $3.58M | 0.00% | +53,999+24.2% | Added |
| Triasima Portfolio Management inc. | 279,454 | $3.60M | 0.33% | +76,902+38.0% | Added |
| Credit Agricole S A | 283,000 | $3.65M | 0.02% | +280,000+9,333.3% | Added |
| J. Goldman & Co LP | 307,200 | $3.96M | 0.15% | +307,200 | New |
| Parametrica Management Ltd | 309,263 | $3.99M | 5.27% | 00.0% | Unchanged |
| US Bancorp | 312,977 | $4.03M | 0.01% | +86,941+38.5% | Added |
| Manufacturers Life Insurance Company, The | 314,189 | $4.05M | 0.00% | +27,662+9.7% | Added |
| VPR Management LLC | 322,600 | $4.16M | 1.55% | +62,500+24.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 325,230 | $4.19M | 0.01% | +95,412+41.5% | Added |
| Rockefeller Capital Management L.P. | 333,552 | $4.30M | 0.01% | −39,840−10.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 351,523 | $4.53M | 0.02% | +31,096+9.7% | Added |
| Federation des caisses Desjardins du Quebec | 352,893 | $4.55M | 0.02% | +292,949+488.7% | Added |
| Baader Bank INC | 360,318 | $4.63M | 0.36% | −160,663−30.8% | Reduced |
| Utah Retirement Systems | 359,801 | $4.64M | 0.06% | +39,500+12.3% | Added |
| BBR Partners, LLC | 360,332 | $4.64M | 0.38% | −2,090−0.6% | Reduced |
| Ashford Capital Management Inc | 361,000 | $4.65M | 0.63% | +4,000+1.1% | Added |
| SpiderRock Advisors, LLC | 362,486 | $4.67M | 0.12% | −11,881−3.2% | Reduced |
| LPL Financial LLC | 368,347 | $4.75M | 0.00% | +89,590+32.1% | Added |
| NewSquare Capital LLC | 372,660 | $4.80M | 0.41% | +372,660 | New |
| INCA Investments LLC | 376,246 | $4.85M | 2.05% | +172,202+84.4% | Added |
| Janus Henderson Group PLC | 388,113 | $5.00M | 0.00% | −55,893−12.6% | Reduced |
| Metavasi Capital LP | 400,000 | $5.16M | 2.84% | +400,000 | New |
| M&T Bank Corp | 400,655 | $5.16M | 0.02% | −881−0.2% | Reduced |
| Employees Retirement System of Texas | 406,297 | $5.24M | 0.05% | −84,889−17.3% | Reduced |
| Xponance, Inc. | 409,571 | $5.28M | 0.05% | +177,783+76.7% | Added |
| Ninety One UK Ltd | 410,096 | $5.29M | 0.01% | −52,157−11.3% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 413,165 | $5.33M | 0.05% | +344,295+499.9% | Added |
| Black Swift Group, LLC | 415,000 | $5.35M | 1.24% | +89,000+27.3% | Added |
| Creative Planning | 418,624 | $5.40M | 0.01% | +10,873+2.7% | Added |