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 |
|---|---|---|---|---|---|
| Old Well Partners, LLC | 482,600 | $6.22M | 7.33% | −260,000−35.0% | Reduced |
| Raymond James & Associates | 462,694 | $5.96M | 0.00% | +76,880+19.9% | Added |
| Jordan Park Group LLC | 458,992 | $5.92M | 0.45% | 00.0% | Unchanged |
| GTS Securities LLC | 444,292 | $5.73M | 0.12% | +217,556+96.0% | Added |
| Artemis Investment Management LLP | 440,288 | $5.68M | 0.08% | +114,552+35.2% | Added |
| Hamilton Lane Advisors LLC | 435,495 | $5.61M | 4.53% | −65,296−13.0% | Reduced |
| Voloridge Investment Management, LLC | 427,337 | $5.51M | 0.02% | −8,248,346−95.1% | Reduced |
| Fred Alger Management, LLC | 425,476 | $5.48M | 0.03% | −15,829−3.6% | Reduced |
| Creative Planning | 418,624 | $5.40M | 0.01% | +10,873+2.7% | Added |
| Black Swift Group, LLC | 415,000 | $5.35M | 1.24% | +89,000+27.3% | Added |
| Vaughan Nelson Investment Management, L.P. | 413,165 | $5.33M | 0.05% | +344,295+499.9% | Added |
| Ninety One UK Ltd | 410,096 | $5.29M | 0.01% | −52,157−11.3% | Reduced |
| Xponance, Inc. | 409,571 | $5.28M | 0.05% | +177,783+76.7% | Added |
| Employees Retirement System of Texas | 406,297 | $5.24M | 0.05% | −84,889−17.3% | Reduced |
| M&T Bank Corp | 400,655 | $5.16M | 0.02% | −881−0.2% | Reduced |
| Metavasi Capital LP | 400,000 | $5.16M | 2.84% | +400,000 | New |
| Janus Henderson Group PLC | 388,113 | $5.00M | 0.00% | −55,893−12.6% | Reduced |
| INCA Investments LLC | 376,246 | $4.85M | 2.05% | +172,202+84.4% | Added |
| NewSquare Capital LLC | 372,660 | $4.80M | 0.41% | +372,660 | New |
| LPL Financial LLC | 368,347 | $4.75M | 0.00% | +89,590+32.1% | Added |
| SpiderRock Advisors, LLC | 362,486 | $4.67M | 0.12% | −11,881−3.2% | Reduced |
| Ashford Capital Management Inc | 361,000 | $4.65M | 0.63% | +4,000+1.1% | Added |
| BBR Partners, LLC | 360,332 | $4.64M | 0.38% | −2,090−0.6% | Reduced |
| Utah Retirement Systems | 359,801 | $4.64M | 0.06% | +39,500+12.3% | Added |
| Baader Bank INC | 360,318 | $4.63M | 0.36% | −160,663−30.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 352,893 | $4.55M | 0.02% | +292,949+488.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 351,523 | $4.53M | 0.02% | +31,096+9.7% | Added |
| Rockefeller Capital Management L.P. | 333,552 | $4.30M | 0.01% | −39,840−10.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 325,230 | $4.19M | 0.01% | +95,412+41.5% | Added |
| VPR Management LLC | 322,600 | $4.16M | 1.55% | +62,500+24.0% | Added |
| Manufacturers Life Insurance Company, The | 314,189 | $4.05M | 0.00% | +27,662+9.7% | Added |
| US Bancorp | 312,977 | $4.03M | 0.01% | +86,941+38.5% | Added |
| Parametrica Management Ltd | 309,263 | $3.99M | 5.27% | 00.0% | Unchanged |
| J. Goldman & Co LP | 307,200 | $3.96M | 0.15% | +307,200 | New |
| Credit Agricole S A | 283,000 | $3.65M | 0.02% | +280,000+9,333.3% | Added |
| Triasima Portfolio Management inc. | 279,454 | $3.60M | 0.33% | +76,902+38.0% | Added |
| Principal Financial Group Inc | 277,425 | $3.58M | 0.00% | +53,999+24.2% | Added |
| Polymer Capital Management (HK) LTD | 275,400 | $3.55M | 0.72% | −57,400−17.2% | Reduced |
| AXA S.A. | 269,550 | $3.47M | 0.01% | +269,550 | New |
| Jasper Ridge Partners, L.P. | 266,113 | $3.43M | 0.11% | +825+0.3% | Added |
| Simplex Trading, LLC | 263,081 | $3.39M | 0.11% | +263,081 | New |
| 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 |
| Finivi Inc. | 245,932 | $3.17M | 2.63% | +38,132+18.4% | Added |
| Cloverfields Capital Group, LP | 237,087 | $3.06M | 1.03% | +260.0% | Added |
| California State Teachers Retirement System | 232,375 | $3.00M | 0.00% | −4,857−2.0% | Reduced |
| Equitable Trust Co | 230,644 | $2.97M | 0.20% | −267−0.1% | Reduced |
| Northwest & Ethical Investments L.P. | 217,264 | $2.80M | 0.08% | +42,759+24.5% | Added |
| RPg Family Wealth Advisory, LLC | 215,890 | $2.78M | 0.92% | −510.0% | Reduced |
| Amalgamated Bank | 215,062 | $2.77M | 0.02% | +67,216+45.5% | Added |
| Thrivent Financial for Lutherans | 209,203 | $2.70M | 0.01% | −81,642−28.1% | Reduced |
| Consolidated Portfolio Review Corp | 207,460 | $2.67M | 0.62% | +207,460 | New |
| Wetherby Asset Management Inc | 204,926 | $2.64M | 0.12% | −5,801−2.8% | Reduced |
| MetLife Investment Management | 204,566 | $2.64M | 0.02% | +92,771+83.0% | Added |
| Calamos Advisors LLC | 204,290 | $2.63M | 0.01% | +59,620+41.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 202,551 | $2.61M | 0.01% | +152,551+305.1% | Added |
| Cederberg Capital Ltd | 200,000 | $2.58M | 0.85% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 197,200 | $2.54M | 0.00% | +140,779+249.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 435,763 | $2.53M | 0.01% | −18,728−4.1% | Reduced |
| Captrust Financial Advisors | 192,588 | $2.48M | 0.01% | −8,373−4.2% | Reduced |
| Ethic Inc. | 188,170 | $2.43M | 0.06% | +52,005+38.2% | Added |
| AQR Capital Management LLC | 186,897 | $2.41M | 0.00% | +30,498+19.5% | Added |
| Advisor Group Holdings, Inc. | 186,531 | $2.40M | 0.01% | +115,979+164.4% | Added |
| Truist Financial Corp | 180,447 | $2.33M | 0.00% | +9,593+5.6% | Added |
| The PNC Financial Services Group, Inc. | 177,989 | $2.29M | 0.00% | +10,725+6.4% | Added |
| Mariner, LLC | 177,412 | $2.29M | 0.00% | +463+0.3% | Added |
| Bessemer Group Inc | 177,333 | $2.29M | 0.00% | −250.0% | Reduced |
| Headlands Technologies LLC | 173,491 | $2.24M | 0.24% | +13,448+8.4% | Added |
| Pitcairn Co | 173,460 | $2.24M | 0.14% | +17,648+11.3% | Added |
| Boston Private Wealth LLC | 173,400 | $2.24M | 0.06% | −47,902−21.6% | Reduced |
| Commonwealth Equity Services, LLC | 172,043 | $2.22M | 0.00% | +17,740+11.5% | Added |
| JT Stratford LLC | 172,006 | $2.22M | 0.41% | +7,631+4.6% | Added |
| Empowered Funds, LLC | 167,500 | $2.16M | 0.04% | +6,061+3.8% | Added |
| GWM Advisors LLC | 166,638 | $2.15M | 0.02% | +166,638 | New |
| Crossmark Global Holdings, Inc. | 161,018 | $2.08M | 0.04% | +2,255+1.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 160,124 | $2.06M | 0.00% | +30,185+23.2% | Added |
| SRN Advisors, LLC | 158,949 | $2.05M | 1.70% | +51,296+47.6% | Added |
| Mount Yale Investment Advisors, LLC | 150,612 | $1.94M | 0.15% | −49,776−24.8% | Reduced |
| VGI Partners Ltd | 149,965 | $1.93M | 0.20% | +49,965+50.0% | Added |
| TPG Financial Advisors, LLC | 148,558 | $1.91M | 0.91% | +148,558 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 142,764 | $1.84M | 0.00% | +142,764 | New |
| First Manhattan Co | 142,500 | $1.84M | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia | 140,084 | $1.81M | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 134,715 | $1.74M | 0.00% | +22,996+20.6% | Added |
| Citadel Advisors LLC | 130,320 | $1.68M | 0.00% | −3,993,839−96.8% | Reduced |
| Glenmede Trust Co NA | 130,112 | $1.68M | 0.01% | +7,509+6.1% | Added |
| Bienville Capital Management, LLC | 1,107,556 | $1.66M | 0.40% | +1,107,556 | New |
| Titan Global Capital Management USA LLC | 126,350 | $1.63M | 0.26% | −725−0.6% | Reduced |
| Aviva PLC | 122,522 | $1.58M | 0.00% | +34,808+39.7% | Added |
| Quantbot Technologies LP | 122,022 | $1.57M | 0.08% | −213,357−63.6% | Reduced |
| Atria Investments LLC | 121,493 | $1.57M | 0.02% | +3,732+3.2% | Added |
| HighVista Strategies LLC | 121,061 | $1.56M | 0.57% | +20,600+20.5% | Added |
| MML Investors Services, LLC | 120,661 | $1.55M | 0.01% | −12,473−9.4% | Reduced |
| Ulysses Management LLC | 120,000 | $1.55M | 0.37% | +120,000 | New |
| Virtu Financial LLC | 117,372 | $1.51M | 0.11% | +117,372 | New |
| 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 |
| Intech Investment Management LLC | 109,040 | $1.41M | 0.02% | +12,527+13.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 106,149 | $1.37M | 0.00% | −28,769−21.3% | Reduced |
| CastleKnight Management LP | 104,100 | $1.34M | 0.18% | +104,100 | New |