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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 111,541 | $1.52M | 0.03% | −49,477−30.7% | Reduced |
| Atria Investments LLC | 107,588 | $1.47M | 0.02% | −13,905−11.4% | Reduced |
| GTS Securities LLC | 106,498 | $1.45M | 0.03% | −337,794−76.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 105,625 | $1.44M | 0.00% | −524−0.5% | Reduced |
| Avantax Advisory Services, Inc. | 105,444 | $1.44M | 0.01% | +10,448+11.0% | Added |
| O'Shaughnessy Asset Management, LLC | 97,681 | $1.43M | 0.01% | +7,594+8.4% | Added |
| Circle Wealth Management, LLC | 104,068 | $1.42M | 0.03% | +61,288+143.3% | Added |
| Snowden Capital Advisors LLC | 103,791 | $1.42M | 0.04% | +4,553+4.6% | Added |
| Scientech Research LLC | 103,717 | $1.42M | 0.28% | +103,717 | New |
| Tudor Investment Corp Et Al | 102,035 | $1.39M | 0.02% | +102,035 | New |
| Erste Asset Management GmbH | 100,000 | $1.39M | 0.02% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 100,998 | $1.38M | 0.01% | +100,998 | New |
| Donoghue Forlines LLC | 100,408 | $1.37M | 0.39% | +100,408 | New |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 100,000 | $1.36M | 0.09% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 99,162 | $1.35M | 0.00% | +16,377+19.8% | Added |
| Walleye Trading LLC | 98,886 | $1.35M | 0.03% | +98,886 | New |
| Corebridge Financial, Inc. | 96,981 | $1.32M | 0.01% | +33,674+53.2% | Added |
| Sit Investment Associates Inc | 96,675 | $1.32M | 0.03% | +96,675 | New |
| Shelton Wealth Management, LLC | 96,513 | $1.32M | 0.75% | +8,839+10.1% | Added |
| Garda Capital Partners LP | 96,325 | $1.31M | 0.33% | +96,325 | New |
| Janus Henderson Group PLC | 95,923 | $1.31M | 0.00% | −292,190−75.3% | Reduced |
| Two Sigma Securities, LLC | 94,902 | $1.30M | 0.10% | −4,470−4.5% | Reduced |
| Blue Owl Capital Holdings LP | 91,324 | $1.25M | 0.24% | +91,324 | New |
| Yousif Capital Management, LLC | 90,784 | $1.24M | 0.01% | +55,756+159.2% | Added |
| Connable Office Inc | 90,457 | $1.23M | 0.12% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 88,593 | $1.21M | 0.00% | −71,531−44.7% | Reduced |
| First Hawaiian Bank | 88,034 | $1.20M | 0.04% | +21,966+33.2% | Added |
| Clough Capital Partners L P | 87,408 | $1.19M | 0.12% | −5,625−6.0% | Reduced |
| RSM US Wealth Management LLC | 87,964 | $1.18M | 0.02% | +14,047+19.0% | Added |
| CastleKnight Management LP | 85,600 | $1.17M | 0.14% | −18,500−17.8% | Reduced |
| Jump Financial, LLC | 85,246 | $1.16M | 0.02% | +11,446+15.5% | Added |
| SRN Advisors, LLC | 85,157 | $1.16M | 1.03% | −73,792−46.4% | Reduced |
| Cigna Investments Inc | 84,888 | $1.16M | 0.21% | +57,263+207.3% | Added |
| Adalta Capital Management LLC | 83,550 | $1.14M | 0.59% | +8,725+11.7% | Added |
| Whittier Trust Co | 80,796 | $1.10M | 0.01% | +15,178+23.1% | Added |
| DekaBank Deutsche Girozentrale | 79,585 | $1.10M | 0.00% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 85,000 | $1.10M | 0.02% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 79,358 | $1.08M | 0.11% | +79,358 | New |
| MRP Capital Investments, LLC | 79,100 | $1.08M | 1.03% | +24,400+44.6% | Added |
| Magnus Financial Group LLC | 78,957 | $1.08M | 0.11% | −260.0% | Reduced |
| Rockefeller Capital Management L.P. | 76,186 | $1.04M | 0.00% | −257,366−77.2% | Reduced |
| Alpine Woods Capital Investors, LLC | 65,000 | $1.03M | 0.18% | +65,000 | New |
| Frank, Rimerman Advisors LLC | 75,175 | $1.03M | 0.07% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 76,200 | $1.02M | 0.23% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 471,639 | $1.01M | 0.26% | −635,917−57.4% | Reduced |
| STRS Ohio | 73,362 | $1.00M | 0.00% | −2,513−3.3% | Reduced |
| Cresset Asset Management, LLC | 73,129 | $998.2K | 0.00% | +11,359+18.4% | Added |
| Flow Traders U.S. LLC | 73,040 | $997.0K | 0.05% | +73,040 | New |
| Advisory Resource Group | 71,728 | $979.1K | 0.21% | +71,728 | New |
| Virtus ETF Advisers LLC | 71,345 | $973.9K | 0.46% | −6,855−8.8% | Reduced |
| NewEdge Wealth, LLC | 69,548 | $949.3K | 0.02% | −20,155−22.5% | Reduced |
| LWM Advisory Services, LLC | 69,425 | $947.7K | 0.70% | 00.0% | Unchanged |
| XTX Topco Ltd | 68,814 | $939.3K | 0.07% | +68,814 | New |
| Wealth Enhancement Advisory Services, LLC | 68,110 | $929.7K | 0.00% | −257,120−79.1% | Reduced |
| Partners Capital Investment Group, LLP | 67,788 | $925.3K | 0.01% | −8,850−11.5% | Reduced |
| Private Advisory Group LLC | 67,744 | $924.7K | 0.12% | +3,501+5.4% | Added |
| Birinyi Associates Inc | 67,500 | $921.0K | 0.26% | −18,750−21.7% | Reduced |
| Citizens Financial Group Inc | 67,358 | $919.4K | 0.02% | −506−0.7% | Reduced |
| Salvus Wealth Management, LLC | 67,000 | $914.5K | 0.56% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 65,800 | $898.2K | 0.48% | +250.0% | Added |
| Gateway Advisory, LLC | 65,791 | $898.0K | 0.14% | −3,464−5.0% | Reduced |
| Engineers Gate Manager LP | 65,692 | $896.7K | 0.02% | +36,660+126.3% | Added |
| Sand Hill Global Advisors, LLC | 65,292 | $891.2K | 0.04% | −7,500−10.3% | Reduced |
| Qsemble Capital Management, LP | 64,519 | $880.7K | 0.16% | +64,519 | New |
| Quantinno Capital Management LP | 64,156 | $875.7K | 0.01% | +33,968+112.5% | Added |
| ABN AMRO Bank N.V. | 63,194 | $858.2K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 62,144 | $848.3K | 0.12% | −183−0.3% | Reduced |
| Seven Eight Capital, LP | 60,047 | $819.6K | 0.07% | +60,047 | New |
| Knollwood Investment Advisory, LLC | 59,800 | $816.3K | 0.09% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 59,662 | $814.4K | 0.16% | +59,662 | New |
| Wedbush Securities Inc | 59,548 | $813.0K | 0.03% | +37,676+172.3% | Added |
| Harbour Investments, Inc. | 59,269 | $809.0K | 0.02% | −1,036−1.7% | Reduced |
| Morse Asset Management, Inc | 58,786 | $802.4K | 0.17% | +24,436+71.1% | Added |
| HAP Trading, LLC | 55,532 | $758.0K | 0.38% | +55,532 | New |
| Ossiam | 54,311 | $741.3K | 0.01% | +22,416+70.3% | Added |
| Emerald Advisers, LLC | 54,050 | $737.8K | 0.03% | +15,691+40.9% | Added |
| J.Safra Asset Management Corp | 52,370 | $726.4K | 0.07% | −30,788−37.0% | Reduced |
| Dnca Finance | 53,000 | $723.5K | 0.06% | −36,000−40.4% | Reduced |
| Avestar Capital, LLC | 52,456 | $716.0K | 0.08% | +177+0.3% | Added |
| Private Advisor Group, LLC | 52,375 | $714.8K | 0.00% | −35,172−40.2% | Reduced |
| Advisory Services Network, LLC | 54,697 | $705.0K | 0.01% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 51,059 | $696.0K | 0.04% | −150−0.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 50,406 | $688.0K | 0.18% | −537−1.1% | Reduced |
| C WorldWide Group Holding A/S | 50,421 | $688.0K | 0.01% | −24,799−33.0% | Reduced |
| Siren, L.L.C. | 50,000 | $682.5K | 0.03% | +50,000 | New |
| Penbrook Management LLC | 49,690 | $678.3K | 0.44% | +49,690 | New |
| Arkfeld Wealth Strategies, L.L.C. | 51,245 | $678.0K | 0.33% | −300−0.6% | Reduced |
| Impact Partnership Wealth, LLC | 49,224 | $671.9K | 0.15% | −8,372−14.5% | Reduced |
| United Capital Financial Advisers, LLC | 49,058 | $669.6K | 0.01% | −654−1.3% | Reduced |
| CWM, LLC | 47,649 | $650.0K | 0.00% | −215−0.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 43,389 | $592.3K | 0.02% | −19,788−31.3% | Reduced |
| IFP Advisors, Inc | 43,304 | $591.1K | 0.02% | +3,631+9.2% | Added |
| Marex Group plc | 43,000 | $587.0K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 42,798 | $584.2K | 0.04% | +2,596+6.5% | Added |
| Harbor Capital Advisors, Inc. | 42,595 | $581.0K | 0.03% | +42,595 | New |
| Dakota Wealth Management | 42,498 | $580.1K | 0.01% | −786−1.8% | Reduced |
| Harvest Fund Management Co., Ltd | 42,310 | $578.0K | 0.03% | +42,310 | New |
| JustInvest LLC | 42,099 | $574.7K | 0.01% | +7,618+22.1% | Added |
| Centiva Capital, LP | 41,607 | $567.9K | 0.03% | +41,607 | New |
| Blair William & Co | 41,258 | $563.2K | 0.00% | +14,984+57.0% | Added |