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, Q3 2024
Institutional positions in Nu Holdings Ltd. as of Sep 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
- 652
- +49 vs. Q2 2024
- Shares held
- 3.01B
- +297.0M (+10.9%) vs. Q2 2024
- Total value
- $41.1B
- +$6.13B (+17.5%) vs. Q2 2024
- New holders
- 126
- 214 more added
- Sold out
- 77
- 236 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Nu Holdings Ltd.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 21 | $0 | 0.00% | +21 | New |
| Skopos Labs, Inc. | 3 | $41 | 0.00% | +3 | New |
| Archer Investment Corp | 9 | $123 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 12 | $164 | 0.00% | −6−33.3% | Reduced |
| WFA of San Diego, LLC | 25 | $342 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 26 | $355 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 23 | $360 | 0.00% | +23 | New |
| SYSTM Wealth Solutions LLC | 28 | $383 | 0.01% | −10,567−99.7% | Reduced |
| Abound Wealth Management | 32 | $437 | 0.00% | +32 | New |
| JFS Wealth Advisors, LLC | 35 | $478 | 0.00% | +35 | New |
| Financial Network Wealth Advisors LLC | 41 | $560 | 0.00% | +41 | New |
| Continuum Advisory, LLC | 43 | $653 | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 55 | $751 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 72 | $983 | 0.00% | +72 | New |
| Financial Management Professionals, Inc. | 65 | $1.00K | 0.00% | −149−69.6% | Reduced |
| Manchester Capital Management LLC | 76 | $1.04K | 0.00% | +76 | New |
| Stone House Investment Management, LLC | 78 | $1.06K | 0.00% | +78 | New |
| Blume Capital Management, Inc. | 89 | $1.22K | 0.00% | +89 | New |
| Private Trust Co NA | 116 | $1.58K | 0.00% | −5−4.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 160 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 162 | $2.21K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 168 | $2.29K | 0.00% | +168 | New |
| Allworth Financial LP | 171 | $2.33K | 0.00% | +171 | New |
| Carolinas Wealth Consulting LLC | 188 | $2.57K | 0.00% | −35−15.7% | Reduced |
| Highline Wealth Partners LLC | 197 | $2.69K | 0.00% | −17−7.9% | Reduced |
| Ritter Daniher Financial Advisory LLC | 200 | $2.73K | 0.00% | −300−60.0% | Reduced |
| Grove Bank & Trust | 239 | $3.26K | 0.00% | +239 | New |
| Sunbelt Securities, Inc. | 247 | $3.37K | 0.00% | +247 | New |
| Raffa Wealth Management, LLC | 321 | $4.38K | 0.00% | +47+17.2% | Added |
| Avion Wealth | 400 | $5.00K | 0.00% | +400 | New |
| Hemington Wealth Management | 370 | $5.00K | 0.00% | +370 | New |
| Spire Wealth Management | 400 | $5.46K | 0.00% | −1−0.2% | Reduced |
| TD Private Client Wealth LLC | 470 | $6.42K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 480 | $6.55K | 0.00% | +480 | New |
| Piscataqua Savings Bank | 500 | $6.83K | 0.01% | −2,000−80.0% | Reduced |
| Coppell Advisory Solutions LLC | 493 | $6.84K | 0.00% | +493 | New |
| Capital Performance Advisors LLP | 519 | $7.08K | 0.00% | +519 | New |
| EverSource Wealth Advisors, LLC | 542 | $7.40K | 0.00% | +182+50.6% | Added |
| Bell Investment Advisors, Inc | 582 | $7.95K | 0.00% | +124+27.1% | Added |
| Winch Advisory Services, LLC | 600 | $8.19K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 750 | $8.95K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 676 | $9.23K | 0.00% | +676 | New |
| Global Wealth Strategies & Associates | 750 | $10.2K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 886 | $12.1K | 0.00% | −26−2.9% | Reduced |
| Meeder Asset Management Inc | 906 | $12.4K | 0.00% | +231+34.2% | Added |
| Cullen/Frost Bankers, Inc. | 910 | $12.4K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 921 | $12.6K | 0.00% | +921 | New |
| Quent Capital, LLC | 923 | $12.6K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 1,000 | $13.7K | 0.01% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 1,025 | $14.0K | 0.03% | −542−34.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,050 | $14.3K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,019 | $15.3K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,157 | $15.8K | 0.00% | +1,157 | New |
| Larson Financial Group LLC | 1,192 | $16.3K | 0.00% | +1,133+1,920.3% | Added |
| Twin Tree Management, LP | 1,221 | $16.7K | 0.00% | +1,156+1,778.5% | Added |
| Sittner & Nelson, LLC | 1,300 | $17.7K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,351 | $18.7K | 0.00% | +1,140+540.3% | Added |
| Farther Finance Advisors, LLC | 1,436 | $19.6K | 0.00% | +30+2.1% | Added |
| Glass Jacobson Investment Advisors llc | 1,500 | $20.5K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,574 | $21.5K | 0.00% | +1,376+694.9% | Added |
| Versant Capital Management, Inc | 1,594 | $21.8K | 0.00% | +489+44.3% | Added |
| Alpine Bank Wealth Management | 1,627 | $22.2K | 0.00% | +1,627 | New |
| TFC Financial Management | 1,629 | $22.2K | 0.00% | +173+11.9% | Added |
| TD Waterhouse Canada Inc. | 1,685 | $22.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,694 | $23.1K | 0.00% | +1,648+3,582.6% | Added |
| Massmutual Trust Co FSB | 1,916 | $26.2K | 0.00% | +1,422+287.9% | Added |
| PFS Partners, LLC | 2,000 | $27.3K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,218 | $30.3K | 0.00% | +1,966+780.2% | Added |
| Geneos Wealth Management Inc. | 2,276 | $31.1K | 0.00% | +2,276 | New |
| First Horizon Advisors, Inc. | 2,398 | $32.7K | 0.00% | +247+11.5% | Added |
| Anchor Investment Management, LLC | 2,400 | $32.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,438 | $33.3K | 0.00% | +2,046+521.9% | Added |
| Turim 21 Investimentos Ltda. | 2,450 | $33.4K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,456 | $33.5K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 3,214 | $43.9K | 0.02% | +3,214 | New |
| GeoWealth Management, LLC | 3,272 | $44.7K | 0.00% | +3,272 | New |
| Global Retirement Partners, LLC | 3,642 | $49.7K | 0.00% | −961−20.9% | Reduced |
| Toth Financial Advisory Corp | 4,020 | $54.9K | 0.01% | +4,020 | New |
| GAMMA Investing LLC | 4,119 | $56.2K | 0.01% | +1,855+81.9% | Added |
| Quadrant Capital Group LLC | 4,531 | $61.8K | 0.00% | +4,514+26,552.9% | Added |
| Huntington National Bank | 4,601 | $62.8K | 0.00% | +2,131+86.3% | Added |
| Jaffetilchin Investment Partners, LLC | 5,179 | $70.7K | 0.01% | +5,179 | New |
| Gen-Wealth Partners Inc | 4,670 | $73.5K | 0.03% | +4,670 | New |
| Ancora Advisors, LLC | 5,712 | $78.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 5,980 | $81.6K | 0.01% | +4,568+323.5% | Added |
| Smartleaf Asset Management LLC | 6,207 | $86.1K | 0.01% | +4,640+296.1% | Added |
| Hilltop National Bank | 6,698 | $91.4K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 6,775 | $92.5K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 6,840 | $93.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 7,288 | $99.5K | 0.00% | +6,342+670.4% | Added |
| Quarry LP | 7,890 | $107.7K | 0.03% | +4,037+104.8% | Added |
| Newbridge Financial Services Group, Inc. | 8,100 | $110.6K | 0.04% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 8,764 | $119.6K | 0.06% | −360−3.9% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 9,600 | $131.0K | 0.05% | −5,900−38.1% | Reduced |
| Rothschild Investment LLC | 9,713 | $132.6K | 0.01% | +713+7.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,985 | $136.3K | 0.01% | +3,409+51.8% | Added |
| Williams Jones Wealth Management, LLC. | 10,000 | $136.5K | 0.00% | +10,000 | New |
| Sweet Financial Partners, LLC | 10,000 | $136.5K | 0.03% | +10,000 | New |
| Aureus Asset Management, LLC | 10,019 | $136.8K | 0.01% | −589−5.6% | Reduced |
| Heritage Wealth Management, Inc. | 10,031 | $136.9K | 0.12% | +10,031 | New |