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 |
|---|---|---|---|---|---|
| Umb Bank N A | 12,739 | $164.2K | 0.00% | −1,590−11.1% | Reduced |
| Stratos Wealth Partners, LTD. | 12,485 | $160.9K | 0.00% | +12,485 | New |
| Harbour Investment Management LLC | 12,458 | $160.6K | 0.07% | −895−6.7% | Reduced |
| Covestor Ltd | 11,763 | $152.0K | 0.10% | +9,788+495.6% | Added |
| CAPROCK Group, Inc. | 11,663 | $150.3K | 0.01% | +11,663 | New |
| ASB Consultores, LLC | 11,552 | $148.9K | 0.05% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 11,488 | $148.1K | 0.03% | −7,695−40.1% | Reduced |
| Simplicity Wealth,LLC | 11,369 | $146.5K | 0.00% | −1,347−10.6% | Reduced |
| Bleakley Financial Group, LLC | 11,369 | $146.5K | 0.00% | −1,347−10.6% | Reduced |
| Stonekeep Investments, LLC | 11,326 | $146.0K | 0.12% | +11,326 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,164 | $143.9K | 0.00% | +6+0.1% | Added |
| Stokes Family Office, LLC | 11,000 | $141.8K | 0.02% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 10,828 | $139.6K | 0.00% | +10,828 | New |
| Davy Global Fund Management Ltd | 10,654 | $137.3K | 0.02% | −16,265−60.4% | Reduced |
| Aureus Asset Management, LLC | 10,608 | $136.7K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 10,595 | $136.6K | 0.03% | −31,376−74.8% | Reduced |
| National Asset Management, Inc. | 10,488 | $135.2K | 0.00% | +10,488 | New |
| Parallel Advisors, LLC | 10,474 | $135.0K | 0.00% | −1,404−11.8% | Reduced |
| Assetmark, Inc | 10,427 | $134.4K | 0.00% | +10,427 | New |
| Benjamin F. Edwards & Company, Inc. | 10,434 | $134.0K | 0.00% | −2,847−21.4% | Reduced |
| Jessup Wealth Management, Inc | 10,289 | $132.6K | 0.06% | −8,331−44.7% | Reduced |
| Powell Investment Advisors, LLC | 10,000 | $128.9K | 0.07% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 9,124 | $117.6K | 0.06% | +9,124 | New |
| Rothschild Investment LLC | 9,000 | $116.0K | 0.01% | +3,000+50.0% | Added |
| Tower Research Capital LLC (TRC) | 8,754 | $112.8K | 0.00% | −50,810−85.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 8,100 | $104.4K | 0.04% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 6,842 | $88.2K | 0.03% | +6,842 | New |
| Canton Hathaway, LLC | 6,840 | $88.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 6,775 | $87.3K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 6,698 | $86.3K | 0.03% | +395+6.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,576 | $84.8K | 0.00% | −1,403−17.6% | Reduced |
| Natixis | 6,455 | $83.2K | 0.00% | −38,957−85.8% | Reduced |
| FNY Investment Advisers, LLC | 6,100 | $78.0K | 0.05% | +6,100 | New |
| Ancora Advisors, LLC | 5,712 | $73.6K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,611 | $72.3K | 0.00% | −3,475−38.2% | Reduced |
| EntryPoint Capital, LLC | 5,147 | $66.3K | 0.03% | +231+4.7% | Added |
| Global Retirement Partners, LLC | 4,603 | $59.3K | 0.00% | +2,614+131.4% | Added |
| ORG Partners LLC | 4,366 | $54.0K | 0.01% | +4,366 | New |
| Quarry LP | 3,853 | $49.7K | 0.02% | −5,183−57.4% | Reduced |
| Piscataqua Savings Bank | 2,500 | $32.2K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 2,470 | $31.8K | 0.00% | +330+15.4% | Added |
| FinTrust Capital Advisors, LLC | 2,456 | $31.7K | 0.01% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 2,450 | $31.6K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,400 | $30.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,264 | $29.2K | 0.00% | +815+56.2% | Added |
| First Horizon Advisors, Inc. | 2,151 | $27.7K | 0.00% | −148−6.4% | Reduced |
| PFS Partners, LLC | 2,000 | $25.8K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 1,933 | $24.9K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,685 | $20.8K | 0.00% | +250+17.4% | Added |
| Smartleaf Asset Management LLC | 1,567 | $20.2K | 0.00% | +1,486+1,834.6% | Added |
| Abich Financial Wealth Management LLC | 1,567 | $20.2K | 0.01% | +929+145.6% | Added |
| Glass Jacobson Investment Advisors llc | 1,500 | $19.3K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 1,456 | $18.8K | 0.00% | +884+154.5% | Added |
| Baldwin Brothers Inc | 1,412 | $18.2K | 0.00% | +46+3.4% | Added |
| Farther Finance Advisors, LLC | 1,406 | $17.4K | 0.00% | +290+26.0% | Added |
| Sittner & Nelson, LLC | 1,300 | $16.8K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,209 | $15.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,105 | $14.2K | 0.00% | +1,068+2,886.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,019 | $13.8K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,050 | $13.5K | 0.00% | +1,050 | New |
| Raelipskie Partnership | 1,000 | $12.9K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 1,000 | $12.9K | 0.01% | +1,000 | New |
| Fifth Third Bancorp | 946 | $12.2K | 0.00% | +839+784.1% | Added |
| Quent Capital, LLC | 923 | $11.9K | 0.00% | +923 | New |
| Principal Securities, Inc. | 912 | $11.8K | 0.00% | −314−25.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 910 | $11.7K | 0.00% | +414+83.5% | Added |
| RFP Financial Group LLC | 850 | $11.0K | 0.00% | +850 | New |
| Global Wealth Strategies & Associates | 750 | $9.67K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 750 | $9.67K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 675 | $8.70K | 0.00% | +31+4.8% | Added |
| American National Bank | 650 | $8.38K | 0.00% | +650 | New |
| Winch Advisory Services, LLC | 600 | $7.73K | 0.00% | +600 | New |
| Ritter Daniher Financial Advisory LLC | 500 | $6.45K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 494 | $6.37K | 0.00% | +53+12.0% | Added |
| TD Private Client Wealth LLC | 470 | $6.06K | 0.00% | +282+150.0% | Added |
| Bell Investment Advisors, Inc | 458 | $5.90K | 0.00% | +98+27.2% | Added |
| Spire Wealth Management | 401 | $5.17K | 0.00% | +1+0.3% | Added |
| Clearstead Advisors, LLC | 392 | $5.05K | 0.00% | +192+96.0% | Added |
| EverSource Wealth Advisors, LLC | 360 | $4.37K | 0.00% | +81+29.0% | Added |
| Raffa Wealth Management, LLC | 274 | $3.53K | 0.00% | +61+28.6% | Added |
| Parkside Financial Bank & Trust | 252 | $3.25K | 0.00% | +84+50.0% | Added |
| Valley National Advisers Inc | 265 | $3.00K | 0.00% | −15−5.4% | Reduced |
| Financial Management Professionals, Inc. | 214 | $3.00K | 0.00% | +149+229.2% | Added |
| Carolinas Wealth Consulting LLC | 223 | $2.88K | 0.00% | +14+6.7% | Added |
| Highline Wealth Partners LLC | 214 | $2.76K | 0.00% | +214 | New |
| Jones Financial Companies LLLP | 211 | $2.72K | 0.00% | +211 | New |
| Gradient Investments LLC | 200 | $2.58K | 0.00% | +200 | New |
| Brown Brothers Harriman & Co | 198 | $2.55K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 178 | $2.29K | 0.00% | +178 | New |
| Kelly Financial Services LLC | 172 | $2.22K | 0.00% | +42+32.3% | Added |
| Glen Eagle Advisors, LLC | 162 | $2.09K | 0.00% | −413−71.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 160 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 121 | $1.56K | 0.00% | −3−2.4% | Reduced |
| McIlrath & Eck, LLC | 110 | $1.42K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 100 | $1.29K | 0.00% | +100 | New |
| ICA Group Wealth Management, LLC | 75 | $967 | 0.00% | +25+50.0% | Added |
| Lynx Investment Advisory | 68 | $877 | 0.00% | +68 | New |
| Twin Tree Management, LP | 65 | $838 | 0.00% | +65 | New |
| Larson Financial Group LLC | 59 | $761 | 0.00% | +59 | New |
| Kimelman & Baird, LLC | 55 | $709 | 0.00% | +55 | New |