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 |
|---|---|---|---|---|---|
| LWM Advisory Services, LLC | 69,425 | $947.7K | 0.70% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 69,548 | $949.3K | 0.02% | −20,155−22.5% | Reduced |
| Virtus ETF Advisers LLC | 71,345 | $973.9K | 0.46% | −6,855−8.8% | Reduced |
| Advisory Resource Group | 71,728 | $979.1K | 0.21% | +71,728 | New |
| Flow Traders U.S. LLC | 73,040 | $997.0K | 0.05% | +73,040 | New |
| Cresset Asset Management, LLC | 73,129 | $998.2K | 0.00% | +11,359+18.4% | Added |
| STRS Ohio | 73,362 | $1.00M | 0.00% | −2,513−3.3% | Reduced |
| Bienville Capital Management, LLC | 471,639 | $1.01M | 0.26% | −635,917−57.4% | Reduced |
| Harbour Capital Advisors, LLC | 76,200 | $1.02M | 0.23% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 75,175 | $1.03M | 0.07% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 65,000 | $1.03M | 0.18% | +65,000 | New |
| Rockefeller Capital Management L.P. | 76,186 | $1.04M | 0.00% | −257,366−77.2% | Reduced |
| Magnus Financial Group LLC | 78,957 | $1.08M | 0.11% | −260.0% | Reduced |
| MRP Capital Investments, LLC | 79,100 | $1.08M | 1.03% | +24,400+44.6% | Added |
| Dynamic Technology Lab Private Ltd | 79,358 | $1.08M | 0.11% | +79,358 | New |
| Liontrust Investment Partners LLP | 85,000 | $1.10M | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 79,585 | $1.10M | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 80,796 | $1.10M | 0.01% | +15,178+23.1% | Added |
| Adalta Capital Management LLC | 83,550 | $1.14M | 0.59% | +8,725+11.7% | Added |
| Cigna Investments Inc | 84,888 | $1.16M | 0.21% | +57,263+207.3% | Added |
| SRN Advisors, LLC | 85,157 | $1.16M | 1.03% | −73,792−46.4% | Reduced |
| Jump Financial, LLC | 85,246 | $1.16M | 0.02% | +11,446+15.5% | Added |
| CastleKnight Management LP | 85,600 | $1.17M | 0.14% | −18,500−17.8% | Reduced |
| RSM US Wealth Management LLC | 87,964 | $1.18M | 0.02% | +14,047+19.0% | Added |
| Clough Capital Partners L P | 87,408 | $1.19M | 0.12% | −5,625−6.0% | Reduced |
| First Hawaiian Bank | 88,034 | $1.20M | 0.04% | +21,966+33.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 88,593 | $1.21M | 0.00% | −71,531−44.7% | Reduced |
| Connable Office Inc | 90,457 | $1.23M | 0.12% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 90,784 | $1.24M | 0.01% | +55,756+159.2% | Added |
| Blue Owl Capital Holdings LP | 91,324 | $1.25M | 0.24% | +91,324 | New |
| Two Sigma Securities, LLC | 94,902 | $1.30M | 0.10% | −4,470−4.5% | Reduced |
| Janus Henderson Group PLC | 95,923 | $1.31M | 0.00% | −292,190−75.3% | Reduced |
| Garda Capital Partners LP | 96,325 | $1.31M | 0.33% | +96,325 | New |
| Shelton Wealth Management, LLC | 96,513 | $1.32M | 0.75% | +8,839+10.1% | Added |
| Sit Investment Associates Inc | 96,675 | $1.32M | 0.03% | +96,675 | New |
| Corebridge Financial, Inc. | 96,981 | $1.32M | 0.01% | +33,674+53.2% | Added |
| Walleye Trading LLC | 98,886 | $1.35M | 0.03% | +98,886 | New |
| CI Private Wealth, LLC | 99,162 | $1.35M | 0.00% | +16,377+19.8% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 100,000 | $1.36M | 0.09% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 100,408 | $1.37M | 0.39% | +100,408 | New |
| IFM Investors Pty Ltd | 100,998 | $1.38M | 0.01% | +100,998 | New |
| Erste Asset Management GmbH | 100,000 | $1.39M | 0.02% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 102,035 | $1.39M | 0.02% | +102,035 | New |
| Scientech Research LLC | 103,717 | $1.42M | 0.28% | +103,717 | New |
| Snowden Capital Advisors LLC | 103,791 | $1.42M | 0.04% | +4,553+4.6% | Added |
| Circle Wealth Management, LLC | 104,068 | $1.42M | 0.03% | +61,288+143.3% | Added |
| O'Shaughnessy Asset Management, LLC | 97,681 | $1.43M | 0.01% | +7,594+8.4% | Added |
| Avantax Advisory Services, Inc. | 105,444 | $1.44M | 0.01% | +10,448+11.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 105,625 | $1.44M | 0.00% | −524−0.5% | Reduced |
| GTS Securities LLC | 106,498 | $1.45M | 0.03% | −337,794−76.0% | Reduced |
| Atria Investments LLC | 107,588 | $1.47M | 0.02% | −13,905−11.4% | Reduced |
| Crossmark Global Holdings, Inc. | 111,541 | $1.52M | 0.03% | −49,477−30.7% | Reduced |
| Intech Investment Management LLC | 114,577 | $1.56M | 0.02% | +5,537+5.1% | Added |
| TPG Financial Advisors, LLC | 114,911 | $1.57M | 0.71% | −33,647−22.6% | Reduced |
| Brinker Capital Investments, LLC | 115,677 | $1.58M | 0.02% | +4,967+4.5% | Added |
| Orion Portfolio Solutions, LLC | 115,677 | $1.58M | 0.02% | +4,967+4.5% | Added |
| HighVista Strategies LLC | 116,761 | $1.59M | 0.55% | −4,300−3.6% | Reduced |
| MML Investors Services, LLC | 118,602 | $1.62M | 0.01% | −2,059−1.7% | Reduced |
| Ethic Inc. | 136,165 | $1.62M | 0.04% | −52,005−27.6% | Reduced |
| Glenmede Trust Co NA | 121,298 | $1.66M | 0.01% | −8,814−6.8% | Reduced |
| GWM Advisors LLC | 124,384 | $1.70M | 0.01% | −42,254−25.4% | Reduced |
| Calamos Wealth Management LLC | 126,711 | $1.73M | 0.09% | +126,711 | New |
| Schwartz Investment Counsel Inc | 128,300 | $1.75M | 0.06% | +128,300 | New |
| Hamilton Lane Advisors LLC | 130,023 | $1.77M | 1.54% | −305,472−70.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 131,136 | $1.79M | 0.02% | +119,972+1,074.6% | Added |
| Walleye Capital LLC | 132,116 | $1.80M | 0.02% | +105,621+398.6% | Added |
| Mount Yale Investment Advisors, LLC | 132,609 | $1.81M | 0.17% | −18,003−12.0% | Reduced |
| Advisor Group Holdings, Inc. | 139,528 | $1.90M | 0.00% | −47,003−25.2% | Reduced |
| First Manhattan Co | 142,500 | $1.95M | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 145,182 | $1.98M | 0.00% | +2,418+1.7% | Added |
| CIBC Asset Management Inc | 147,810 | $2.02M | 0.01% | +47,417+47.2% | Added |
| Pitcairn Co | 151,130 | $2.06M | 0.12% | −22,330−12.9% | Reduced |
| Commonwealth Equity Services, LLC | 152,432 | $2.08M | 0.00% | −19,611−11.4% | Reduced |
| KBC Group NV | 152,786 | $2.09M | 0.01% | +152,786 | New |
| Fort Washington Investment Advisors Inc | 165,942 | $2.27M | 0.01% | +82,971+100.0% | Added |
| Bessemer Group Inc | 167,055 | $2.28M | 0.00% | −10,278−5.8% | Reduced |
| Cloverfields Capital Group, LP | 169,231 | $2.31M | 0.75% | −67,856−28.6% | Reduced |
| Truist Financial Corp | 171,009 | $2.33M | 0.00% | −9,438−5.2% | Reduced |
| Old Well Partners, LLC | 173,300 | $2.37M | 5.11% | −309,300−64.1% | Reduced |
| Prudential Financial Inc | 173,897 | $2.37M | 0.00% | +83,110+91.5% | Added |
| JT Stratford LLC | 175,461 | $2.40M | 0.41% | +3,455+2.0% | Added |
| DRW Securities, LLC | 180,007 | $2.46M | 0.14% | +180,007 | New |
| SG Americas Securities, LLC | 180,766 | $2.47M | 0.01% | +122,395+209.7% | Added |
| Donaldson Capital Management, LLC | 182,097 | $2.49M | 0.10% | +182,097 | New |
| La Banque Postale Asset Management SA | 182,128 | $2.49M | 0.04% | +182,128 | New |
| Cetera Investment Advisers | 183,340 | $2.50M | 0.01% | +48,625+36.1% | Added |
| Captrust Financial Advisors | 183,635 | $2.51M | 0.01% | −8,953−4.6% | Reduced |
| Empowered Funds, LLC | 184,437 | $2.52M | 0.04% | +16,937+10.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 435,763 | $2.53M | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 187,110 | $2.55M | 0.01% | −472,921−71.7% | Reduced |
| Titan Global Capital Management USA LLC | 188,733 | $2.58M | 0.40% | +62,383+49.4% | Added |
| VGI Partners Ltd | 190,468 | $2.60M | 0.23% | +40,503+27.0% | Added |
| The PNC Financial Services Group, Inc. | 191,642 | $2.62M | 0.00% | +13,653+7.7% | Added |
| Gunderson Capital Management Inc. | 194,256 | $2.65M | 1.12% | +194,256 | New |
| Quantbot Technologies LP | 195,708 | $2.67M | 0.11% | +73,686+60.4% | Added |
| Cederberg Capital Ltd | 200,000 | $2.73M | 0.71% | 00.0% | Unchanged |
| MetLife Investment Management | 200,634 | $2.74M | 0.02% | −3,932−1.9% | Reduced |
| Danske Bank A/S | 206,400 | $2.82M | 0.01% | +206,400 | New |
| Amalgamated Bank | 210,790 | $2.88M | 0.02% | −4,272−2.0% | Reduced |
| Ashford Capital Management Inc | 214,670 | $2.93M | 0.37% | −146,330−40.5% | Reduced |