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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 15,816 | $215.9K | 0.00% | +4,988+46.1% | Added |
| Savvy Advisors, Inc. | 15,785 | $215.5K | 0.04% | −10,643−40.3% | Reduced |
| Moran Wealth Management, LLC | 15,659 | $213.7K | 0.01% | +200+1.3% | Added |
| Antipodes Partners Ltd | 15,417 | $210.5K | 0.01% | −1,527−9.0% | Reduced |
| Sowell Financial Services LLC | 15,356 | $210.0K | 0.01% | +15,356 | New |
| Leonteq Securities AG | 15,374 | $209.9K | 0.02% | +979+6.8% | Added |
| Assetmark, Inc | 15,275 | $208.5K | 0.00% | +4,848+46.5% | Added |
| Los Angeles Capital Management LLC | 14,862 | $202.9K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 14,815 | $202.2K | 0.01% | +3,152+27.0% | Added |
| HighPoint Advisor Group LLC | 13,995 | $200.7K | 0.01% | +13,995 | New |
| Savant Capital, LLC | 14,698 | $200.6K | 0.00% | +308+2.1% | Added |
| SRS Capital Advisors, Inc. | 14,593 | $199.2K | 0.02% | +259+1.8% | Added |
| TownSquare Capital, LLC | 14,451 | $197.3K | 0.00% | +14,451 | New |
| OneAscent Financial Services LLC | 14,251 | $195.0K | 0.14% | −10,047−41.3% | Reduced |
| Princeton Capital Management LLC | 14,223 | $194.1K | 0.06% | +14,223 | New |
| Seldon Capital LP | 14,220 | $194.1K | 0.11% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 14,050 | $191.8K | 0.08% | +14,050 | New |
| Private Wealth Partners, LLC | 13,900 | $189.7K | 0.02% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 13,713 | $187.2K | 0.04% | +13,713 | New |
| Gsa Capital Partners LLP | 13,682 | $187.0K | 0.01% | −52,792−79.4% | Reduced |
| Vise Technologies, Inc. | 13,679 | $186.7K | 0.02% | +13,679 | New |
| Pinkerton Retirement Specialists, LLC | 13,416 | $183.1K | 0.03% | +13,416 | New |
| Comgest Global Investors S.A.S. | 13,124 | $179.1K | 0.00% | −4,997−27.6% | Reduced |
| Banque Cantonale Vaudoise | 13,124 | $179.0K | 0.01% | −976−6.9% | Reduced |
| Fortis Capital Management LLC | 13,051 | $178.1K | 0.04% | −4,279−24.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 13,048 | $178.1K | 0.00% | −308−2.3% | Reduced |
| IHT Wealth Management, LLC | 13,051 | $177.1K | 0.01% | +13,051 | New |
| Mercer Global Advisors Inc | 13,173 | $176.9K | 0.00% | +13,173 | New |
| Stratos Wealth Partners, LTD. | 12,950 | $176.8K | 0.00% | +465+3.7% | Added |
| CTC Alternative Strategies, Ltd. | 12,625 | $172.3K | 0.22% | −90,817−87.8% | Reduced |
| Sequoia Financial Advisors, LLC | 12,621 | $172.3K | 0.00% | +12,621 | New |
| Benjamin Edwards Inc | 12,510 | $170.7K | 0.00% | +12,510 | New |
| Harbour Investment Management LLC | 12,458 | $170.1K | 0.08% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 12,289 | $167.7K | 0.00% | −606−4.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 12,011 | $163.9K | 0.00% | +12,011 | New |
| Stonekeep Investments, LLC | 11,887 | $162.3K | 0.13% | +561+5.0% | Added |
| New York Life Investment Management LLC | 11,773 | $160.7K | 0.00% | +11,773 | New |
| OneAscent Wealth Management LLC | 11,721 | $160.0K | 0.06% | −6,938−37.2% | Reduced |
| Umb Bank N A | 11,679 | $159.4K | 0.00% | −1,060−8.3% | Reduced |
| Signaturefd, LLC | 11,590 | $158.2K | 0.00% | +11,590 | New |
| ASB Consultores, LLC | 11,552 | $157.7K | 0.06% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 11,488 | $156.8K | 0.03% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 11,000 | $150.2K | 0.02% | 00.0% | Unchanged |
| Woodline Partners LP | 10,841 | $148.0K | 0.00% | +10,841 | New |
| Bryn Mawr Trust Co | 10,827 | $147.8K | 0.00% | +10,827 | New |
| Covestor Ltd | 10,685 | $146.0K | 0.09% | −1,078−9.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,649 | $145.4K | 0.00% | −3,887−26.7% | Reduced |
| Veriti Management LLC | 10,428 | $142.3K | 0.01% | +10,428 | New |
| Capital Markets Trading UK LLP | 10,429 | $142.0K | 0.13% | +10,429 | New |
| Ritholtz Wealth Management | 10,348 | $141.3K | 0.00% | +10,348 | New |
| Jessup Wealth Management, Inc | 10,289 | $140.4K | 0.06% | 00.0% | Unchanged |
| Chicago Trust Co NA | 10,055 | $137.3K | 0.02% | +10,055 | New |
| Heritage Wealth Management, Inc. | 10,031 | $136.9K | 0.12% | +10,031 | New |
| Aureus Asset Management, LLC | 10,019 | $136.8K | 0.01% | −589−5.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 10,000 | $136.5K | 0.00% | +10,000 | New |
| Sweet Financial Partners, LLC | 10,000 | $136.5K | 0.03% | +10,000 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,985 | $136.3K | 0.01% | +3,409+51.8% | Added |
| Rothschild Investment LLC | 9,713 | $132.6K | 0.01% | +713+7.9% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 9,600 | $131.0K | 0.05% | −5,900−38.1% | Reduced |
| Ridgewood Investments LLC | 8,764 | $119.6K | 0.06% | −360−3.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 8,100 | $110.6K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 7,890 | $107.7K | 0.03% | +4,037+104.8% | Added |
| Fifth Third Bancorp | 7,288 | $99.5K | 0.00% | +6,342+670.4% | Added |
| Canton Hathaway, LLC | 6,840 | $93.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 6,775 | $92.5K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 6,698 | $91.4K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 6,207 | $86.1K | 0.01% | +4,640+296.1% | Added |
| Baldwin Brothers Inc | 5,980 | $81.6K | 0.01% | +4,568+323.5% | Added |
| Ancora Advisors, LLC | 5,712 | $78.0K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 4,670 | $73.5K | 0.03% | +4,670 | New |
| Jaffetilchin Investment Partners, LLC | 5,179 | $70.7K | 0.01% | +5,179 | New |
| Huntington National Bank | 4,601 | $62.8K | 0.00% | +2,131+86.3% | Added |
| Quadrant Capital Group LLC | 4,531 | $61.8K | 0.00% | +4,514+26,552.9% | Added |
| GAMMA Investing LLC | 4,119 | $56.2K | 0.01% | +1,855+81.9% | Added |
| Toth Financial Advisory Corp | 4,020 | $54.9K | 0.01% | +4,020 | New |
| Global Retirement Partners, LLC | 3,642 | $49.7K | 0.00% | −961−20.9% | Reduced |
| GeoWealth Management, LLC | 3,272 | $44.7K | 0.00% | +3,272 | New |
| Carolina Wealth Advisors, LLC | 3,214 | $43.9K | 0.02% | +3,214 | New |
| FinTrust Capital Advisors, LLC | 2,456 | $33.5K | 0.01% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 2,450 | $33.4K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,438 | $33.3K | 0.00% | +2,046+521.9% | Added |
| Anchor Investment Management, LLC | 2,400 | $32.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,398 | $32.7K | 0.00% | +247+11.5% | Added |
| Geneos Wealth Management Inc. | 2,276 | $31.1K | 0.00% | +2,276 | New |
| Parkside Financial Bank & Trust | 2,218 | $30.3K | 0.00% | +1,966+780.2% | Added |
| PFS Partners, LLC | 2,000 | $27.3K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,916 | $26.2K | 0.00% | +1,422+287.9% | Added |
| Lindbrook Capital, LLC | 1,694 | $23.1K | 0.00% | +1,648+3,582.6% | Added |
| TD Waterhouse Canada Inc. | 1,685 | $22.6K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1,629 | $22.2K | 0.00% | +173+11.9% | Added |
| Alpine Bank Wealth Management | 1,627 | $22.2K | 0.00% | +1,627 | New |
| Versant Capital Management, Inc | 1,594 | $21.8K | 0.00% | +489+44.3% | Added |
| Brown Brothers Harriman & Co | 1,574 | $21.5K | 0.00% | +1,376+694.9% | Added |
| Glass Jacobson Investment Advisors llc | 1,500 | $20.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,436 | $19.6K | 0.00% | +30+2.1% | Added |
| Jones Financial Companies LLLP | 1,351 | $18.7K | 0.00% | +1,140+540.3% | Added |
| Sittner & Nelson, LLC | 1,300 | $17.7K | 0.01% | 00.0% | Unchanged |
| Twin Tree Management, LP | 1,221 | $16.7K | 0.00% | +1,156+1,778.5% | Added |
| Larson Financial Group LLC | 1,192 | $16.3K | 0.00% | +1,133+1,920.3% | Added |
| Asset Dedication, LLC | 1,157 | $15.8K | 0.00% | +1,157 | New |