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; 861 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 | 861 | $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 |
|---|---|---|---|---|---|
| CTC Alternative Strategies, Ltd. | 103,442 | $1.33M | 0.57% | +103,442 | New |
| Landscape Capital Management, L.L.C. | 102,625 | $1.32M | 0.11% | −4,040−3.8% | Reduced |
| Capital Wealth Planning, LLC | 101,415 | $1.31M | 0.01% | +101,415 | New |
| Channel Wealth LLC | 100,918 | $1.30M | 0.47% | −49,669−33.0% | Reduced |
| CIBC Asset Management Inc | 100,393 | $1.29M | 0.00% | +5,020+5.3% | Added |
| Erste Asset Management GmbH | 100,000 | $1.29M | 0.02% | 00.0% | Unchanged |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 100,000 | $1.29M | 0.08% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 99,372 | $1.28M | 0.06% | −82,148−45.3% | Reduced |
| Snowden Capital Advisors LLC | 99,238 | $1.28M | 0.04% | −4,193−4.1% | Reduced |
| La Financiere de L'Echiquier | 97,000 | $1.25M | 0.05% | +97,000 | New |
| Avantax Advisory Services, Inc. | 94,996 | $1.22M | 0.01% | +84,061+768.7% | Added |
| Clough Capital Partners L P | 93,033 | $1.20M | 0.13% | +44,096+90.1% | Added |
| Prudential Financial Inc | 90,787 | $1.17M | 0.00% | +9,122+11.2% | Added |
| Connable Office Inc | 90,457 | $1.17M | 0.13% | −3,933−4.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 90,087 | $1.16M | 0.01% | +20,635+29.7% | Added |
| NewEdge Wealth, LLC | 89,703 | $1.16M | 0.03% | −1,619−1.8% | Reduced |
| Dnca Finance | 89,000 | $1.15M | 0.10% | +89,000 | New |
| Shelton Wealth Management, LLC | 87,674 | $1.13M | 0.68% | +87,674 | New |
| Private Advisor Group, LLC | 87,547 | $1.13M | 0.01% | +8,239+10.4% | Added |
| Birinyi Associates Inc | 86,250 | $1.11M | 0.33% | +14,100+19.5% | Added |
| Liontrust Investment Partners LLP | 85,000 | $1.10M | 0.02% | −7,000−7.6% | Reduced |
| J.Safra Asset Management Corp | 83,158 | $1.07M | 0.11% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 82,971 | $1.07M | 0.01% | +82,971 | New |
| CI Private Wealth, LLC | 82,785 | $1.07M | 0.00% | −81,573−49.6% | Reduced |
| Beacon Pointe Advisors, LLC | 81,100 | $1.05M | 0.01% | +5,301+7.0% | Added |
| DekaBank Deutsche Girozentrale | 79,585 | $1.03M | 0.00% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 78,983 | $1.02M | 0.11% | +78,983 | New |
| Virtus ETF Advisers LLC | 78,200 | $1.01M | 0.49% | −6,446−7.6% | Reduced |
| Partners Capital Investment Group, LLP | 76,638 | $987.9K | 0.02% | +76,638 | New |
| STRS Ohio | 75,875 | $978.0K | 0.00% | +2,613+3.6% | Added |
| Group One Trading, L.P. | 75,479 | $972.9K | 0.03% | +75,479 | New |
| C WorldWide Group Holding A/S | 75,220 | $970.0K | 0.01% | −1,807−2.3% | Reduced |
| Frank, Rimerman Advisors LLC | 75,175 | $969.0K | 0.07% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 74,825 | $964.5K | 0.52% | +8,600+13.0% | Added |
| Jump Financial, LLC | 73,800 | $951.3K | 0.02% | −471,174−86.5% | Reduced |
| Harbour Capital Advisors, LLC | 76,200 | $941.8K | 0.22% | −850−1.1% | Reduced |
| Sand Hill Global Advisors, LLC | 72,792 | $938.3K | 0.04% | +61,259+531.2% | Added |
| Convergence Investment Partners, LLC | 72,103 | $929.4K | 0.27% | +40,054+125.0% | Added |
| RSM US Wealth Management LLC | 73,917 | $914.4K | 0.02% | +73,917 | New |
| LWM Advisory Services, LLC | 69,425 | $894.9K | 0.75% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 69,255 | $892.7K | 0.15% | +1,419+2.1% | Added |
| Citizens Financial Group Inc | 67,864 | $874.8K | 0.02% | +67,864 | New |
| Salvus Wealth Management, LLC | 67,000 | $863.6K | 0.59% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 66,474 | $857.0K | 0.06% | +231+0.3% | Added |
| Diversify Advisory Services, LLC | 65,104 | $856.1K | 0.05% | +65,104 | New |
| First Hawaiian Bank | 66,068 | $851.6K | 0.03% | +66,068 | New |
| Legacy Bridge, LLC | 65,775 | $847.8K | 0.50% | +64,215+4,116.3% | Added |
| Whittier Trust Co | 65,618 | $845.8K | 0.01% | +9,506+16.9% | Added |
| Verition Fund Management LLC | 64,332 | $829.2K | 0.01% | −1,932,945−96.8% | Reduced |
| Private Advisory Group LLC | 64,243 | $828.1K | 0.11% | +64,243 | New |
| ABN AMRO Bank N.V. | 63,194 | $821.0K | 0.01% | −7,474−10.6% | Reduced |
| Corebridge Financial, Inc. | 63,307 | $816.0K | 0.00% | +63,307 | New |
| Vestmark Advisory Solutions, Inc. | 63,177 | $814.4K | 0.03% | −888−1.4% | Reduced |
| Personal Cfo Solutions, LLC | 62,327 | $803.4K | 0.12% | +1,227+2.0% | Added |
| Guggenheim Capital LLC | 62,216 | $802.0K | 0.01% | −18,101−22.5% | Reduced |
| Cresset Asset Management, LLC | 61,770 | $796.2K | 0.00% | +12,146+24.5% | Added |
| Harbour Investments, Inc. | 60,305 | $777.3K | 0.03% | +272+0.5% | Added |
| Sherbrooke Park Advisers LLC | 60,273 | $776.9K | 0.14% | +60,273 | New |
| Knollwood Investment Advisory, LLC | 59,800 | $770.8K | 0.09% | +59,800 | New |
| Parus Finance (UK) Ltd | 59,668 | $769.1K | 0.22% | +37,403+168.0% | Added |
| SG Americas Securities, LLC | 58,371 | $752.0K | 0.00% | −91,683−61.1% | Reduced |
| Impact Partnership Wealth, LLC | 57,596 | $742.4K | 0.20% | +53,415+1,277.6% | Added |
| Sciencast Management LP | 56,081 | $722.9K | 0.25% | +56,081 | New |
| Kingswood Wealth Advisors, LLC | 55,850 | $719.9K | 0.06% | +55,850 | New |
| Carlyle Group Inc. | 55,417 | $714.3K | 0.07% | −16,924−23.4% | Reduced |
| MRP Capital Investments, LLC | 54,700 | $705.1K | 0.66% | +36,300+197.3% | Added |
| Advisory Services Network, LLC | 54,697 | $705.0K | 0.01% | +24,943+83.8% | Added |
| Capital International Sarl | 54,103 | $697.4K | 0.02% | +54,103 | New |
| Capital CS Group, LLC | 53,070 | $684.1K | 0.79% | +53,070 | New |
| Angeles Investment Advisors, LLC | 52,549 | $677.4K | 0.03% | −370−0.7% | Reduced |
| Avestar Capital, LLC | 52,279 | $673.9K | 0.07% | +175+0.3% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 51,545 | $661.8K | 0.34% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 51,209 | $660.0K | 0.04% | +51,209 | New |
| Legacy Wealth Asset Management, LLC | 50,943 | $656.7K | 0.19% | +50,943 | New |
| United Capital Financial Advisers, LLC | 49,712 | $640.8K | 0.01% | +49,712 | New |
| Allianz Asset Management GmbH | 49,479 | $637.8K | 0.00% | +38,639+356.4% | Added |
| Handelsbanken Fonder AB | 48,400 | $624.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 47,864 | $617.0K | 0.00% | +4,114+9.4% | Added |
| Platform Technology Partners | 44,669 | $575.8K | 0.20% | +44,669 | New |
| Oak Grove Capital LLC | 44,010 | $567.3K | 0.15% | +44,010 | New |
| Prelude Capital Management, LLC | 43,694 | $563.2K | 0.05% | −4,817−9.9% | Reduced |
| Sanctuary Advisors, LLC | 50,926 | $562.7K | 0.00% | +50,926 | New |
| Dakota Wealth Management | 43,284 | $557.9K | 0.01% | −1,721−3.8% | Reduced |
| Marex Group plc | 43,000 | $554.3K | 0.01% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 42,780 | $551.4K | 0.01% | +42,780 | New |
| IPG Investment Advisors LLC | 42,727 | $550.8K | 0.12% | +3,645+9.3% | Added |
| Exencial Wealth Advisors, LLC | 42,312 | $545.4K | 0.02% | −4,754−10.1% | Reduced |
| Nomura Holdings Inc | 42,017 | $541.6K | 0.00% | +42,017 | New |
| FDx Advisors, Inc. | 41,943 | $541.0K | 0.15% | −3,870−8.4% | Reduced |
| Advisors Asset Management, Inc. | 41,908 | $540.2K | 0.01% | +11,594+38.2% | Added |
| Rakuten Securities, Inc. | 41,641 | $536.8K | 0.23% | +29,152+233.4% | Added |
| Capula Management Ltd | 40,800 | $525.9K | 0.01% | +3,376+9.0% | Added |
| Atomi Financial Group, Inc. | 40,202 | $518.2K | 0.04% | −39,272−49.4% | Reduced |
| Kestra Advisory Services, LLC | 40,134 | $517.3K | 0.00% | +4,875+13.8% | Added |
| IFP Advisors, Inc | 39,673 | $511.4K | 0.02% | +10,235+34.8% | Added |
| Steward Partners Investment Advisory, LLC | 39,601 | $510.5K | 0.01% | +31,858+411.4% | Added |
| O'Neil Global Advisors, Inc. | 38,775 | $500.0K | 0.24% | −182,016−82.4% | Reduced |
| J. Safra Sarasin Holding AG | 38,410 | $495.1K | 0.01% | +38,410 | New |
| Emerald Advisers, LLC | 38,359 | $494.4K | 0.02% | +38,359 | New |
| Graham Capital Management, L.P. | 37,718 | $486.2K | 0.02% | −45,433−54.6% | Reduced |