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 |
|---|---|---|---|---|---|
| Chicago Trust Co NA | 10,055 | $137.3K | 0.02% | +10,055 | New |
| Jessup Wealth Management, Inc | 10,289 | $140.4K | 0.06% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 10,348 | $141.3K | 0.00% | +10,348 | New |
| Capital Markets Trading UK LLP | 10,429 | $142.0K | 0.13% | +10,429 | New |
| Veriti Management LLC | 10,428 | $142.3K | 0.01% | +10,428 | New |
| Allspring Global Investments Holdings, LLC | 10,649 | $145.4K | 0.00% | −3,887−26.7% | Reduced |
| Covestor Ltd | 10,685 | $146.0K | 0.09% | −1,078−9.2% | Reduced |
| Bryn Mawr Trust Co | 10,827 | $147.8K | 0.00% | +10,827 | New |
| Woodline Partners LP | 10,841 | $148.0K | 0.00% | +10,841 | New |
| Stokes Family Office, LLC | 11,000 | $150.2K | 0.02% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 11,488 | $156.8K | 0.03% | 00.0% | Unchanged |
| ASB Consultores, LLC | 11,552 | $157.7K | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 11,590 | $158.2K | 0.00% | +11,590 | New |
| Umb Bank N A | 11,679 | $159.4K | 0.00% | −1,060−8.3% | Reduced |
| OneAscent Wealth Management LLC | 11,721 | $160.0K | 0.06% | −6,938−37.2% | Reduced |
| New York Life Investment Management LLC | 11,773 | $160.7K | 0.00% | +11,773 | New |
| Stonekeep Investments, LLC | 11,887 | $162.3K | 0.13% | +561+5.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 12,011 | $163.9K | 0.00% | +12,011 | New |
| Perigon Wealth Management, LLC | 12,289 | $167.7K | 0.00% | −606−4.7% | Reduced |
| Harbour Investment Management LLC | 12,458 | $170.1K | 0.08% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 12,510 | $170.7K | 0.00% | +12,510 | New |
| Sequoia Financial Advisors, LLC | 12,621 | $172.3K | 0.00% | +12,621 | New |
| CTC Alternative Strategies, Ltd. | 12,625 | $172.3K | 0.22% | −90,817−87.8% | Reduced |
| Stratos Wealth Partners, LTD. | 12,950 | $176.8K | 0.00% | +465+3.7% | Added |
| Mercer Global Advisors Inc | 13,173 | $176.9K | 0.00% | +13,173 | New |
| IHT Wealth Management, LLC | 13,051 | $177.1K | 0.01% | +13,051 | New |
| Northwestern Mutual Wealth Management Co | 13,048 | $178.1K | 0.00% | −308−2.3% | Reduced |
| Fortis Capital Management LLC | 13,051 | $178.1K | 0.04% | −4,279−24.7% | Reduced |
| Banque Cantonale Vaudoise | 13,124 | $179.0K | 0.01% | −976−6.9% | Reduced |
| Comgest Global Investors S.A.S. | 13,124 | $179.1K | 0.00% | −4,997−27.6% | Reduced |
| Pinkerton Retirement Specialists, LLC | 13,416 | $183.1K | 0.03% | +13,416 | New |
| Vise Technologies, Inc. | 13,679 | $186.7K | 0.02% | +13,679 | New |
| Gsa Capital Partners LLP | 13,682 | $187.0K | 0.01% | −52,792−79.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 13,713 | $187.2K | 0.04% | +13,713 | New |
| Private Wealth Partners, LLC | 13,900 | $189.7K | 0.02% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 14,050 | $191.8K | 0.08% | +14,050 | New |
| Seldon Capital LP | 14,220 | $194.1K | 0.11% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 14,223 | $194.1K | 0.06% | +14,223 | New |
| OneAscent Financial Services LLC | 14,251 | $195.0K | 0.14% | −10,047−41.3% | Reduced |
| TownSquare Capital, LLC | 14,451 | $197.3K | 0.00% | +14,451 | New |
| SRS Capital Advisors, Inc. | 14,593 | $199.2K | 0.02% | +259+1.8% | Added |
| Savant Capital, LLC | 14,698 | $200.6K | 0.00% | +308+2.1% | Added |
| HighPoint Advisor Group LLC | 13,995 | $200.7K | 0.01% | +13,995 | New |
| CAPROCK Group, Inc. | 14,815 | $202.2K | 0.01% | +3,152+27.0% | Added |
| Los Angeles Capital Management LLC | 14,862 | $202.9K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 15,275 | $208.5K | 0.00% | +4,848+46.5% | Added |
| Leonteq Securities AG | 15,374 | $209.9K | 0.02% | +979+6.8% | Added |
| Sowell Financial Services LLC | 15,356 | $210.0K | 0.01% | +15,356 | New |
| Antipodes Partners Ltd | 15,417 | $210.5K | 0.01% | −1,527−9.0% | Reduced |
| Moran Wealth Management, LLC | 15,659 | $213.7K | 0.01% | +200+1.3% | Added |
| Savvy Advisors, Inc. | 15,785 | $215.5K | 0.04% | −10,643−40.3% | Reduced |
| HB Wealth Management, LLC | 15,816 | $215.9K | 0.00% | +4,988+46.1% | Added |
| Americana Partners, LLC | 15,955 | $217.8K | 0.01% | +506+3.3% | Added |
| Shufro Rose & Co LLC | 17,045 | $219.7K | 0.02% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 16,400 | $223.9K | 0.01% | +377+2.4% | Added |
| D.A. Davidson & Co. | 16,821 | $229.6K | 0.00% | −1,142−6.4% | Reduced |
| American Trust | 16,923 | $231.0K | 0.02% | −1,180−6.5% | Reduced |
| Metis Global Partners, LLC | 17,062 | $232.9K | 0.01% | +4,046+31.1% | Added |
| Aptus Capital Advisors, LLC | 17,064 | $232.9K | 0.00% | +2,099+14.0% | Added |
| Congress Wealth Management LLC | 17,118 | $233.7K | 0.00% | −17,075−49.9% | Reduced |
| Parallel Advisors, LLC | 17,196 | $234.7K | 0.01% | +6,722+64.2% | Added |
| Emerald Mutual Fund Advisers Trust | 17,299 | $236.1K | 0.01% | +17,299 | New |
| Advisor OS, LLC | 17,454 | $238.2K | 0.02% | −1,557−8.2% | Reduced |
| Boothbay Fund Management, LLC | 17,502 | $238.9K | 0.01% | +17,502 | New |
| Brown Advisory Inc | 17,516 | $239.1K | 0.00% | −1,430−7.5% | Reduced |
| Transcend Wealth Collective, LLC | 17,558 | $239.7K | 0.02% | −1,537−8.0% | Reduced |
| First Western Trust Bank | 17,628 | $240.6K | 0.01% | +39+0.2% | Added |
| Bleakley Financial Group, LLC | 18,057 | $246.5K | 0.01% | +6,688+58.8% | Added |
| Susquehanna International Group, LLP | 18,346 | $250.4K | 0.00% | −10,324,319−99.8% | Reduced |
| Park National Corp | 18,470 | $252.1K | 0.01% | −450−2.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 18,561 | $253.4K | 0.01% | −5,018−21.3% | Reduced |
| Cary Street Partners Asset Management LLC | 18,561 | $253.4K | 0.03% | −5,000−21.2% | Reduced |
| Compass Group LLC | 18,939 | $258.5K | 1.31% | −924,540−98.0% | Reduced |
| Seven Mile Advisory | 19,348 | $264.1K | 0.17% | +48+0.2% | Added |
| Ronald Blue Trust, Inc. | 20,773 | $267.8K | 0.00% | −9,866−32.2% | Reduced |
| Granite Group Advisors, LLC | 19,629 | $267.9K | 0.17% | −143−0.7% | Reduced |
| Triumph Capital Management | 19,839 | $270.8K | 0.10% | −9,844−33.2% | Reduced |
| Park Avenue Securities LLC | 20,096 | $274.0K | 0.00% | −10,301−33.9% | Reduced |
| Vident Advisory, LLC | 20,151 | $275.1K | 0.01% | −5,682−22.0% | Reduced |
| EntryPoint Capital, LLC | 20,174 | $275.4K | 0.16% | +15,027+292.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 20,320 | $277.4K | 0.04% | +1,200+6.3% | Added |
| Banco Santander, S.A. | 20,784 | $283.7K | 0.00% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 21,087 | $287.8K | 0.19% | +21,087 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,223 | $289.7K | 0.01% | +7,223+51.6% | Added |
| Mesirow Financial Investment Management, Inc. | 21,327 | $291.1K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 21,600 | $294.8K | 0.00% | −18,001−45.5% | Reduced |
| Dark Forest Capital Management LP | 21,986 | $300.1K | 0.04% | +21,986 | New |
| Delta Asset Management LLC | 22,000 | $300.3K | 0.03% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 22,052 | $301.0K | 0.01% | +22,052 | New |
| Oppenheimer & Co Inc | 22,163 | $302.5K | 0.00% | +6,891+45.1% | Added |
| Occudo Quantitative Strategies LP | 22,242 | $303.6K | 0.06% | −9,025−28.9% | Reduced |
| Cercano Management LLC | 22,307 | $304.5K | 0.01% | +22,307 | New |
| Claro Advisors LLC | 22,676 | $309.5K | 0.04% | −452−2.0% | Reduced |
| AdvisorNet Financial, Inc | 22,937 | $313.1K | 0.02% | +4,067+21.6% | Added |
| Malaga Cove Capital, LLC | 22,946 | $313.2K | 0.13% | +22,946 | New |
| Oppenheimer Asset Management Inc. | 23,089 | $315.2K | 0.00% | +2,695+13.2% | Added |
| Autumn Glory Partners, LLC | 23,687 | $324.5K | 0.12% | +23,687 | New |
| Rakuten Securities, Inc. | 23,967 | $327.1K | 0.14% | −17,674−42.4% | Reduced |
| Wedmont Private Capital | 25,424 | $334.3K | 0.02% | +2,600+11.4% | Added |
| Venturi Wealth Management, LLC | 24,605 | $335.9K | 0.02% | +10,884+79.3% | Added |