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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Group, LLC | 37,691 | $485.8K | 0.04% | +80.0% | Added |
| Covenant Partners, LLC | 36,613 | $471.9K | 0.14% | +36,613 | New |
| Precision Wealth Strategies, LLC | 36,595 | $471.7K | 0.49% | −4,902−11.8% | Reduced |
| Marcum Wealth, LLC | 36,318 | $468.1K | 0.05% | +33+0.1% | Added |
| Evergreen Capital Management LLC | 36,004 | $464.1K | 0.02% | +6,300+21.2% | Added |
| Sheets Smith Wealth Management | 35,938 | $463.2K | 0.06% | +552+1.6% | Added |
| Financial Advocates Investment Management | 35,618 | $459.1K | 0.03% | −3,523−9.0% | Reduced |
| Verdence Capital Advisors LLC | 35,561 | $458.4K | 0.04% | +4,937+16.1% | Added |
| Yousif Capital Management, LLC | 35,028 | $451.5K | 0.01% | +8,195+30.5% | Added |
| Whittier Trust Co of Nevada Inc | 34,865 | $449.4K | 0.01% | +9,588+37.9% | Added |
| Hamilton Capital Partners Inc. | 34,600 | $446.0K | 0.05% | 00.0% | Unchanged |
| JustInvest LLC | 34,481 | $444.5K | 0.01% | +4,956+16.8% | Added |
| Morse Asset Management, Inc | 34,350 | $443.0K | 0.11% | +22,350+186.3% | Added |
| Congress Wealth Management LLC | 34,193 | $440.7K | 0.01% | −916−2.6% | Reduced |
| PFG Investments, LLC | 33,963 | $437.8K | 0.03% | +33,963 | New |
| Hardman Johnston Global Advisors LLC | 33,380 | $430.3K | 0.02% | +33,380 | New |
| Ossiam | 31,895 | $411.1K | 0.01% | +1,446+4.7% | Added |
| Occudo Quantitative Strategies LP | 31,267 | $403.0K | 0.07% | −11,669−27.2% | Reduced |
| Ellevest, Inc. | 31,147 | $401.5K | 0.02% | +565+1.8% | Added |
| Park Avenue Securities LLC | 30,397 | $392.0K | 0.00% | −2,025−6.2% | Reduced |
| Solstein Capital, LLC | 30,400 | $391.9K | 0.26% | +30,400 | New |
| Quantinno Capital Management LP | 30,188 | $389.1K | 0.01% | +16,895+127.1% | Added |
| GenTrust, LLC | 29,730 | $383.2K | 0.02% | +29,730 | New |
| Triumph Capital Management | 29,683 | $382.6K | 0.15% | +894+3.1% | Added |
| Equitable Holdings, Inc. | 29,613 | $381.7K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 29,032 | $374.2K | 0.01% | −142,381−83.1% | Reduced |
| Ronald Blue Trust, Inc. | 30,639 | $365.5K | 0.01% | +20,680+207.7% | Added |
| Financial Perspectives, Inc | 27,664 | $356.6K | 0.13% | +2,080+8.1% | Added |
| New Vernon Investment Management LLC | 27,624 | $356.1K | 0.46% | 00.0% | Unchanged |
| Cigna Investments Inc | 27,625 | $356.0K | 0.07% | +7,188+35.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 26,885 | $347.0K | 0.00% | +8,238+44.2% | Added |
| Accuvest Global Advisors | 26,684 | $344.0K | 0.76% | +26,684 | New |
| Walleye Capital LLC | 26,495 | $341.5K | 0.00% | −156,342−85.5% | Reduced |
| Savvy Advisors, Inc. | 26,428 | $340.7K | 0.11% | +4,532+20.7% | Added |
| Blair William & Co | 26,274 | $338.7K | 0.00% | +26,274 | New |
| Integrated Wealth Concepts LLC | 26,042 | $335.7K | 0.00% | +1,215+4.9% | Added |
| Vident Advisory, LLC | 25,833 | $333.0K | 0.01% | +9,898+62.1% | Added |
| Coldstream Capital Management Inc | 25,716 | $331.5K | 0.01% | +1,057+4.3% | Added |
| Davenport & Co LLC | 25,500 | $328.7K | 0.00% | 00.0% | Unchanged |
| Greenland Capital Management LP | 25,456 | $328.1K | 0.07% | −13,579−34.8% | Reduced |
| Resources Investment Advisors, LLC. | 25,229 | $325.2K | 0.00% | +12,805+103.1% | Added |
| Bokf, NA | 25,067 | $323.1K | 0.01% | +24,750+7,807.6% | Added |
| OneAscent Financial Services LLC | 24,298 | $313.0K | 0.04% | +56+0.2% | Added |
| LRI Investments, LLC | 24,240 | $312.5K | 0.04% | +16,591+216.9% | Added |
| Wedmont Private Capital | 22,824 | $306.1K | 0.02% | +3,060+15.5% | Added |
| Cary Street Partner Investment Advisory LLC | 23,579 | $303.9K | 0.01% | +18+0.1% | Added |
| Cary Street Partners Asset Management LLC | 23,561 | $303.7K | 0.04% | 00.0% | Unchanged |
| Claro Advisors LLC | 23,128 | $298.1K | 0.05% | −1,971−7.9% | Reduced |
| Central Pacific Bank - Trust Division | 23,075 | $297.4K | 0.04% | +23,075 | New |
| Delta Asset Management LLC | 22,000 | $283.6K | 0.03% | 00.0% | Unchanged |
| Wedbush Securities Inc | 21,872 | $282.0K | 0.01% | +6,298+40.4% | Added |
| Mesirow Financial Investment Management, Inc. | 21,327 | $274.9K | 0.01% | −113−0.5% | Reduced |
| Banco Santander, S.A. | 20,784 | $267.9K | 0.00% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 20,533 | $264.9K | 0.00% | +2,260+12.4% | Added |
| CIBC World Markets Inc. | 20,376 | $263.0K | 0.00% | +20,376 | New |
| Oppenheimer Asset Management Inc. | 20,394 | $262.9K | 0.00% | +3,784+22.8% | Added |
| Alpine Global Management, LLC | 20,000 | $257.8K | 0.04% | −17,682−46.9% | Reduced |
| Granite Group Advisors, LLC | 19,772 | $254.9K | 0.19% | 00.0% | Unchanged |
| Seven Mile Advisory | 19,300 | $248.8K | 0.18% | +51+0.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 19,120 | $246.5K | 0.04% | +1,356+7.6% | Added |
| Transcend Wealth Collective, LLC | 19,095 | $246.1K | 0.02% | +8,470+79.7% | Added |
| Advisor OS, LLC | 19,011 | $245.1K | 0.03% | +602+3.3% | Added |
| Brown Advisory Inc | 18,946 | $244.2K | 0.00% | +1,500+8.6% | Added |
| Park National Corp | 18,920 | $243.9K | 0.01% | +576+3.1% | Added |
| Counterpoint Mutual Funds LLC | 18,900 | $243.6K | 0.06% | +18,900 | New |
| AdvisorNet Financial, Inc | 18,870 | $243.2K | 0.02% | +15,630+482.4% | Added |
| OneAscent Wealth Management LLC | 18,659 | $241.0K | 0.13% | −618−3.2% | Reduced |
| State of Wyoming | 18,196 | $234.5K | 0.04% | +7,596+71.7% | Added |
| Comgest Global Investors S.A.S. | 18,121 | $233.6K | 0.00% | −1,217−6.3% | Reduced |
| American Trust | 18,103 | $233.3K | 0.02% | +18,103 | New |
| D.A. Davidson & Co. | 17,963 | $231.5K | 0.00% | 00.0% | Unchanged |
| First Western Trust Bank | 17,589 | $226.7K | 0.01% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 17,504 | $226.0K | 0.03% | +17,504 | New |
| Fortis Capital Management LLC | 17,330 | $223.4K | 0.05% | +1,072+6.6% | Added |
| Shufro Rose & Co LLC | 17,045 | $219.7K | 0.02% | 00.0% | Unchanged |
| Antipodes Partners Ltd | 16,944 | $219.3K | 0.01% | −5,434−24.3% | Reduced |
| Insigneo Advisory Services, LLC | 19,841 | $212.5K | 0.02% | +2,410+13.8% | Added |
| Gladstone Institutional Advisory LLC | 16,023 | $206.5K | 0.01% | +5,646+54.4% | Added |
| HRT Financial LP | 15,524 | $200.0K | 0.00% | −4,531,534−99.7% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 15,500 | $199.8K | 0.08% | +3,100+25.0% | Added |
| Moran Wealth Management, LLC | 15,459 | $199.3K | 0.01% | +3,455+28.8% | Added |
| Americana Partners, LLC | 15,449 | $199.1K | 0.02% | +1,115+7.8% | Added |
| Merit Financial Group, LLC | 15,391 | $198.4K | 0.00% | +943+6.5% | Added |
| Oppenheimer & Co Inc | 15,272 | $196.9K | 0.00% | +4,132+37.1% | Added |
| Aptus Capital Advisors, LLC | 14,965 | $192.9K | 0.00% | +2,459+19.7% | Added |
| Los Angeles Capital Management LLC | 14,862 | $191.6K | 0.00% | +2,080+16.3% | Added |
| Allspring Global Investments Holdings, LLC | 14,536 | $187.4K | 0.00% | +5,695+64.4% | Added |
| Arete Wealth Advisors, LLC | 14,429 | $186.0K | 0.02% | +14,429 | New |
| Leonteq Securities AG | 14,395 | $185.6K | 0.03% | −1,492−9.4% | Reduced |
| Savant Capital, LLC | 14,390 | $185.5K | 0.00% | −237−1.6% | Reduced |
| SRS Capital Advisors, Inc. | 14,334 | $184.8K | 0.02% | +613+4.5% | Added |
| Seldon Capital LP | 14,220 | $183.3K | 0.10% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 14,100 | $182.0K | 0.01% | +14,100 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,000 | $180.5K | 0.01% | +4,000+40.0% | Added |
| Private Wealth Partners, LLC | 13,900 | $179.2K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 13,721 | $176.9K | 0.01% | +13,421+4,473.7% | Added |
| Northwestern Mutual Wealth Management Co | 13,356 | $172.2K | 0.00% | +590+4.6% | Added |
| Element Capital Management LLC | 13,210 | $170.3K | 0.01% | +13,210 | New |
| Metis Global Partners, LLC | 13,016 | $167.8K | 0.01% | +461+3.7% | Added |
| Perigon Wealth Management, LLC | 12,895 | $166.2K | 0.00% | +12,895 | New |