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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 41,005 | $559.7K | 0.01% | +6,140+17.6% | Added |
| Ellevest, Inc. | 40,877 | $558.0K | 0.03% | +9,730+31.2% | Added |
| FDx Advisors, Inc. | 40,615 | $554.0K | 0.15% | −1,328−3.2% | Reduced |
| Verdence Capital Advisors LLC | 40,167 | $548.3K | 0.04% | +4,606+13.0% | Added |
| Exencial Wealth Advisors, LLC | 38,699 | $528.2K | 0.02% | −3,613−8.5% | Reduced |
| Capital International Sarl | 38,675 | $527.9K | 0.01% | −15,428−28.5% | Reduced |
| Nomura Holdings Inc | 38,381 | $523.9K | 0.00% | −3,636−8.7% | Reduced |
| Financial Advocates Investment Management | 38,155 | $520.8K | 0.03% | +2,537+7.1% | Added |
| Parus Finance (UK) Ltd | 38,086 | $519.9K | 0.17% | −21,582−36.2% | Reduced |
| Cornerstone Wealth Group, LLC | 37,703 | $514.6K | 0.04% | +120.0% | Added |
| Marcum Wealth, LLC | 37,221 | $508.1K | 0.05% | +903+2.5% | Added |
| Covenant Partners, LLC | 37,026 | $505.4K | 0.15% | +413+1.1% | Added |
| IPG Investment Advisors LLC | 36,752 | $501.7K | 0.11% | −5,975−14.0% | Reduced |
| Evergreen Capital Management LLC | 36,004 | $491.5K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 35,996 | $491.3K | 0.00% | −4,138−10.3% | Reduced |
| Sheets Smith Wealth Management | 35,853 | $489.4K | 0.06% | −85−0.2% | Reduced |
| Platform Technology Partners | 35,669 | $486.9K | 0.15% | −9,000−20.1% | Reduced |
| Angeles Investment Advisors, LLC | 35,619 | $486.2K | 0.02% | −16,930−32.2% | Reduced |
| Mount Lucas Management LP | 35,000 | $477.8K | 0.16% | +35,000 | New |
| Advisors Asset Management, Inc. | 34,834 | $475.5K | 0.01% | −7,074−16.9% | Reduced |
| Hamilton Capital Partners Inc. | 34,600 | $472.3K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 34,226 | $467.2K | 0.07% | +16,030+88.1% | Added |
| PFG Investments, LLC | 33,029 | $450.8K | 0.03% | −934−2.8% | Reduced |
| Virtu Financial LLC | 32,731 | $447.0K | 0.02% | −84,641−72.1% | Reduced |
| Segall Bryant & Hamill, LLC | 32,702 | $446.4K | 0.01% | +32,702 | New |
| Equitable Holdings, Inc. | 32,171 | $439.1K | 0.00% | +2,558+8.6% | Added |
| Natixis | 32,123 | $438.5K | 0.00% | +25,668+397.6% | Added |
| Oak Thistle LLC | 30,591 | $417.6K | 0.14% | +30,591 | New |
| Solstein Capital, LLC | 30,400 | $415.0K | 0.22% | 00.0% | Unchanged |
| 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 |
| Compagnie Lombard Odier SCmA | 29,000 | $395.9K | 0.01% | +29,000 | New |
| Hardman Johnston Global Advisors LLC | 28,880 | $394.2K | 0.02% | −4,500−13.5% | Reduced |
| IMC-Chicago, LLC | 28,777 | $392.8K | 0.01% | +28,777 | New |
| Sanctuary Advisors, LLC | 28,134 | $391.3K | 0.00% | −22,792−44.8% | Reduced |
| Guggenheim Capital LLC | 28,308 | $386.4K | 0.00% | −33,908−54.5% | Reduced |
| Financial Perspectives, Inc | 28,152 | $384.3K | 0.13% | +488+1.8% | Added |
| Insigneo Advisory Services, LLC | 27,954 | $381.6K | 0.04% | +8,113+40.9% | Added |
| LRI Investments, LLC | 24,983 | $379.5K | 0.04% | +743+3.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 27,741 | $378.1K | 0.00% | +856+3.2% | Added |
| New Vernon Investment Management LLC | 27,624 | $377.1K | 0.41% | 00.0% | Unchanged |
| Dynamo Administracao de Recursos Ltda. | 27,611 | $376.9K | 15.89% | −986,631−97.3% | Reduced |
| Precision Wealth Strategies, LLC | 27,016 | $368.8K | 0.34% | −9,579−26.2% | Reduced |
| Accuvest Global Advisors | 26,684 | $364.2K | 0.31% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 26,517 | $362.3K | 0.01% | +801+3.1% | Added |
| Resources Investment Advisors, LLC. | 26,477 | $361.4K | 0.00% | +1,248+4.9% | Added |
| TriaGen Wealth Management LLC | 26,243 | $358.2K | 0.12% | +26,243 | New |
| Quattro Financial Advisors LLC | 25,000 | $357.3K | 0.10% | +25,000 | New |
| Harvest Investment Services, LLC | 25,789 | $352.0K | 0.11% | +25,789 | New |
| Davenport & Co LLC | 25,500 | $348.1K | 0.00% | 00.0% | Unchanged |
| Nwam LLC | 25,410 | $346.9K | 0.02% | +25,410 | New |
| Integrated Wealth Concepts LLC | 25,197 | $343.9K | 0.00% | −845−3.2% | Reduced |
| Venturi Wealth Management, LLC | 24,605 | $335.9K | 0.02% | +10,884+79.3% | Added |
| Wedmont Private Capital | 25,424 | $334.3K | 0.02% | +2,600+11.4% | Added |
| Rakuten Securities, Inc. | 23,967 | $327.1K | 0.14% | −17,674−42.4% | Reduced |
| Autumn Glory Partners, LLC | 23,687 | $324.5K | 0.12% | +23,687 | New |
| Oppenheimer Asset Management Inc. | 23,089 | $315.2K | 0.00% | +2,695+13.2% | Added |
| Malaga Cove Capital, LLC | 22,946 | $313.2K | 0.13% | +22,946 | New |
| AdvisorNet Financial, Inc | 22,937 | $313.1K | 0.02% | +4,067+21.6% | Added |
| Claro Advisors LLC | 22,676 | $309.5K | 0.04% | −452−2.0% | Reduced |
| Cercano Management LLC | 22,307 | $304.5K | 0.01% | +22,307 | New |
| Occudo Quantitative Strategies LP | 22,242 | $303.6K | 0.06% | −9,025−28.9% | Reduced |
| Oppenheimer & Co Inc | 22,163 | $302.5K | 0.00% | +6,891+45.1% | Added |
| Krane Funds Advisors LLC | 22,052 | $301.0K | 0.01% | +22,052 | New |
| Delta Asset Management LLC | 22,000 | $300.3K | 0.03% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 21,986 | $300.1K | 0.04% | +21,986 | New |
| Steward Partners Investment Advisory, LLC | 21,600 | $294.8K | 0.00% | −18,001−45.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 21,327 | $291.1K | 0.01% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,223 | $289.7K | 0.01% | +7,223+51.6% | Added |
| Kolinsky Wealth Management, LLC | 21,087 | $287.8K | 0.19% | +21,087 | New |
| Banco Santander, S.A. | 20,784 | $283.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 20,320 | $277.4K | 0.04% | +1,200+6.3% | Added |
| EntryPoint Capital, LLC | 20,174 | $275.4K | 0.16% | +15,027+292.0% | Added |
| Vident Advisory, LLC | 20,151 | $275.1K | 0.01% | −5,682−22.0% | Reduced |
| Park Avenue Securities LLC | 20,096 | $274.0K | 0.00% | −10,301−33.9% | Reduced |
| Triumph Capital Management | 19,839 | $270.8K | 0.10% | −9,844−33.2% | Reduced |
| Granite Group Advisors, LLC | 19,629 | $267.9K | 0.17% | −143−0.7% | Reduced |
| Ronald Blue Trust, Inc. | 20,773 | $267.8K | 0.00% | −9,866−32.2% | Reduced |
| Seven Mile Advisory | 19,348 | $264.1K | 0.17% | +48+0.2% | Added |
| Compass Group LLC | 18,939 | $258.5K | 1.31% | −924,540−98.0% | 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 |
| Park National Corp | 18,470 | $252.1K | 0.01% | −450−2.4% | Reduced |
| Susquehanna International Group, LLP | 18,346 | $250.4K | 0.00% | −10,324,319−99.8% | Reduced |
| Bleakley Financial Group, LLC | 18,057 | $246.5K | 0.01% | +6,688+58.8% | Added |
| First Western Trust Bank | 17,628 | $240.6K | 0.01% | +39+0.2% | Added |
| Transcend Wealth Collective, LLC | 17,558 | $239.7K | 0.02% | −1,537−8.0% | Reduced |
| Brown Advisory Inc | 17,516 | $239.1K | 0.00% | −1,430−7.5% | Reduced |
| Boothbay Fund Management, LLC | 17,502 | $238.9K | 0.01% | +17,502 | New |
| Advisor OS, LLC | 17,454 | $238.2K | 0.02% | −1,557−8.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 17,299 | $236.1K | 0.01% | +17,299 | New |
| Parallel Advisors, LLC | 17,196 | $234.7K | 0.01% | +6,722+64.2% | Added |
| Congress Wealth Management LLC | 17,118 | $233.7K | 0.00% | −17,075−49.9% | Reduced |
| Aptus Capital Advisors, LLC | 17,064 | $232.9K | 0.00% | +2,099+14.0% | Added |
| Metis Global Partners, LLC | 17,062 | $232.9K | 0.01% | +4,046+31.1% | Added |
| American Trust | 16,923 | $231.0K | 0.02% | −1,180−6.5% | Reduced |
| D.A. Davidson & Co. | 16,821 | $229.6K | 0.00% | −1,142−6.4% | Reduced |
| Gladstone Institutional Advisory LLC | 16,400 | $223.9K | 0.01% | +377+2.4% | Added |
| Shufro Rose & Co LLC | 17,045 | $219.7K | 0.02% | 00.0% | Unchanged |
| Americana Partners, LLC | 15,955 | $217.8K | 0.01% | +506+3.3% | Added |