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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 25,197 | $343.9K | 0.00% | −845−3.2% | Reduced |
| Nwam LLC | 25,410 | $346.9K | 0.02% | +25,410 | New |
| Davenport & Co LLC | 25,500 | $348.1K | 0.00% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 25,789 | $352.0K | 0.11% | +25,789 | New |
| Quattro Financial Advisors LLC | 25,000 | $357.3K | 0.10% | +25,000 | New |
| TriaGen Wealth Management LLC | 26,243 | $358.2K | 0.12% | +26,243 | New |
| Resources Investment Advisors, LLC. | 26,477 | $361.4K | 0.00% | +1,248+4.9% | Added |
| Coldstream Capital Management Inc | 26,517 | $362.3K | 0.01% | +801+3.1% | Added |
| Accuvest Global Advisors | 26,684 | $364.2K | 0.31% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 27,016 | $368.8K | 0.34% | −9,579−26.2% | Reduced |
| Dynamo Administracao de Recursos Ltda. | 27,611 | $376.9K | 15.89% | −986,631−97.3% | Reduced |
| New Vernon Investment Management LLC | 27,624 | $377.1K | 0.41% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 27,741 | $378.1K | 0.00% | +856+3.2% | Added |
| LRI Investments, LLC | 24,983 | $379.5K | 0.04% | +743+3.1% | Added |
| Insigneo Advisory Services, LLC | 27,954 | $381.6K | 0.04% | +8,113+40.9% | Added |
| Financial Perspectives, Inc | 28,152 | $384.3K | 0.13% | +488+1.8% | Added |
| Guggenheim Capital LLC | 28,308 | $386.4K | 0.00% | −33,908−54.5% | Reduced |
| Sanctuary Advisors, LLC | 28,134 | $391.3K | 0.00% | −22,792−44.8% | Reduced |
| IMC-Chicago, LLC | 28,777 | $392.8K | 0.01% | +28,777 | New |
| Hardman Johnston Global Advisors LLC | 28,880 | $394.2K | 0.02% | −4,500−13.5% | Reduced |
| Compagnie Lombard Odier SCmA | 29,000 | $395.9K | 0.01% | +29,000 | New |
| Prelude Capital Management, LLC | 30,000 | $409.5K | 0.03% | −13,694−31.3% | Reduced |
| Graham Capital Management, L.P. | 30,000 | $409.5K | 0.01% | −7,718−20.5% | Reduced |
| Solstein Capital, LLC | 30,400 | $415.0K | 0.22% | 00.0% | Unchanged |
| Oak Thistle LLC | 30,591 | $417.6K | 0.14% | +30,591 | New |
| Natixis | 32,123 | $438.5K | 0.00% | +25,668+397.6% | Added |
| Equitable Holdings, Inc. | 32,171 | $439.1K | 0.00% | +2,558+8.6% | Added |
| Segall Bryant & Hamill, LLC | 32,702 | $446.4K | 0.01% | +32,702 | New |
| Virtu Financial LLC | 32,731 | $447.0K | 0.02% | −84,641−72.1% | Reduced |
| PFG Investments, LLC | 33,029 | $450.8K | 0.03% | −934−2.8% | Reduced |
| State of Wyoming | 34,226 | $467.2K | 0.07% | +16,030+88.1% | Added |
| Hamilton Capital Partners Inc. | 34,600 | $472.3K | 0.04% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 34,834 | $475.5K | 0.01% | −7,074−16.9% | Reduced |
| Mount Lucas Management LP | 35,000 | $477.8K | 0.16% | +35,000 | New |
| Angeles Investment Advisors, LLC | 35,619 | $486.2K | 0.02% | −16,930−32.2% | Reduced |
| Platform Technology Partners | 35,669 | $486.9K | 0.15% | −9,000−20.1% | Reduced |
| Sheets Smith Wealth Management | 35,853 | $489.4K | 0.06% | −85−0.2% | Reduced |
| Kestra Advisory Services, LLC | 35,996 | $491.3K | 0.00% | −4,138−10.3% | Reduced |
| Evergreen Capital Management LLC | 36,004 | $491.5K | 0.02% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 36,752 | $501.7K | 0.11% | −5,975−14.0% | Reduced |
| Covenant Partners, LLC | 37,026 | $505.4K | 0.15% | +413+1.1% | Added |
| Marcum Wealth, LLC | 37,221 | $508.1K | 0.05% | +903+2.5% | Added |
| Cornerstone Wealth Group, LLC | 37,703 | $514.6K | 0.04% | +120.0% | Added |
| Parus Finance (UK) Ltd | 38,086 | $519.9K | 0.17% | −21,582−36.2% | Reduced |
| Financial Advocates Investment Management | 38,155 | $520.8K | 0.03% | +2,537+7.1% | Added |
| Nomura Holdings Inc | 38,381 | $523.9K | 0.00% | −3,636−8.7% | Reduced |
| Capital International Sarl | 38,675 | $527.9K | 0.01% | −15,428−28.5% | Reduced |
| Exencial Wealth Advisors, LLC | 38,699 | $528.2K | 0.02% | −3,613−8.5% | Reduced |
| Verdence Capital Advisors LLC | 40,167 | $548.3K | 0.04% | +4,606+13.0% | Added |
| FDx Advisors, Inc. | 40,615 | $554.0K | 0.15% | −1,328−3.2% | Reduced |
| Ellevest, Inc. | 40,877 | $558.0K | 0.03% | +9,730+31.2% | Added |
| Whittier Trust Co of Nevada Inc | 41,005 | $559.7K | 0.01% | +6,140+17.6% | Added |
| Blair William & Co | 41,258 | $563.2K | 0.00% | +14,984+57.0% | Added |
| Centiva Capital, LP | 41,607 | $567.9K | 0.03% | +41,607 | New |
| JustInvest LLC | 42,099 | $574.7K | 0.01% | +7,618+22.1% | Added |
| Harvest Fund Management Co., Ltd | 42,310 | $578.0K | 0.03% | +42,310 | New |
| Dakota Wealth Management | 42,498 | $580.1K | 0.01% | −786−1.8% | Reduced |
| Harbor Capital Advisors, Inc. | 42,595 | $581.0K | 0.03% | +42,595 | New |
| Atomi Financial Group, Inc. | 42,798 | $584.2K | 0.04% | +2,596+6.5% | Added |
| Marex Group plc | 43,000 | $587.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 43,304 | $591.1K | 0.02% | +3,631+9.2% | Added |
| Vestmark Advisory Solutions, Inc. | 43,389 | $592.3K | 0.02% | −19,788−31.3% | Reduced |
| CWM, LLC | 47,649 | $650.0K | 0.00% | −215−0.4% | Reduced |
| United Capital Financial Advisers, LLC | 49,058 | $669.6K | 0.01% | −654−1.3% | Reduced |
| Impact Partnership Wealth, LLC | 49,224 | $671.9K | 0.15% | −8,372−14.5% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 51,245 | $678.0K | 0.33% | −300−0.6% | Reduced |
| Penbrook Management LLC | 49,690 | $678.3K | 0.44% | +49,690 | New |
| Siren, L.L.C. | 50,000 | $682.5K | 0.03% | +50,000 | New |
| C WorldWide Group Holding A/S | 50,421 | $688.0K | 0.01% | −24,799−33.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 50,406 | $688.0K | 0.18% | −537−1.1% | Reduced |
| Thoroughbred Financial Services, LLC | 51,059 | $696.0K | 0.04% | −150−0.3% | Reduced |
| Advisory Services Network, LLC | 54,697 | $705.0K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 52,375 | $714.8K | 0.00% | −35,172−40.2% | Reduced |
| Avestar Capital, LLC | 52,456 | $716.0K | 0.08% | +177+0.3% | Added |
| Dnca Finance | 53,000 | $723.5K | 0.06% | −36,000−40.4% | Reduced |
| J.Safra Asset Management Corp | 52,370 | $726.4K | 0.07% | −30,788−37.0% | Reduced |
| Emerald Advisers, LLC | 54,050 | $737.8K | 0.03% | +15,691+40.9% | Added |
| Ossiam | 54,311 | $741.3K | 0.01% | +22,416+70.3% | Added |
| HAP Trading, LLC | 55,532 | $758.0K | 0.38% | +55,532 | New |
| Morse Asset Management, Inc | 58,786 | $802.4K | 0.17% | +24,436+71.1% | Added |
| Harbour Investments, Inc. | 59,269 | $809.0K | 0.02% | −1,036−1.7% | Reduced |
| Wedbush Securities Inc | 59,548 | $813.0K | 0.03% | +37,676+172.3% | Added |
| Aigen Investment Management, LP | 59,662 | $814.4K | 0.16% | +59,662 | New |
| Knollwood Investment Advisory, LLC | 59,800 | $816.3K | 0.09% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 60,047 | $819.6K | 0.07% | +60,047 | New |
| Personal Cfo Solutions, LLC | 62,144 | $848.3K | 0.12% | −183−0.3% | Reduced |
| ABN AMRO Bank N.V. | 63,194 | $858.2K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 64,156 | $875.7K | 0.01% | +33,968+112.5% | Added |
| Qsemble Capital Management, LP | 64,519 | $880.7K | 0.16% | +64,519 | New |
| Sand Hill Global Advisors, LLC | 65,292 | $891.2K | 0.04% | −7,500−10.3% | Reduced |
| Engineers Gate Manager LP | 65,692 | $896.7K | 0.02% | +36,660+126.3% | Added |
| Gateway Advisory, LLC | 65,791 | $898.0K | 0.14% | −3,464−5.0% | Reduced |
| Legacy Bridge, LLC | 65,800 | $898.2K | 0.48% | +250.0% | Added |
| Salvus Wealth Management, LLC | 67,000 | $914.5K | 0.56% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 67,358 | $919.4K | 0.02% | −506−0.7% | Reduced |
| Birinyi Associates Inc | 67,500 | $921.0K | 0.26% | −18,750−21.7% | Reduced |
| Private Advisory Group LLC | 67,744 | $924.7K | 0.12% | +3,501+5.4% | Added |
| Partners Capital Investment Group, LLP | 67,788 | $925.3K | 0.01% | −8,850−11.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 68,110 | $929.7K | 0.00% | −257,120−79.1% | Reduced |
| XTX Topco Ltd | 68,814 | $939.3K | 0.07% | +68,814 | New |