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, Q4 2024
Institutional positions in Nu Holdings Ltd. as of Dec 31, 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
- 711
- +71 vs. Q3 2024
- Shares held
- 2.90B
- −110.2M (−3.7%) vs. Q3 2024
- Total value
- $30.1B
- −$11.0B (−26.8%) vs. Q3 2024
- New holders
- 156
- 235 more added
- Sold out
- 85
- 248 more reduced
12 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Nu Holdings Ltd.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 1 | $19 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 3 | $32 | 0.00% | −9−75.0% | Reduced |
| Grove Bank & Trust | 7 | $73 | 0.00% | −232−97.1% | Reduced |
| Riggs Asset Managment Co. Inc. | 7 | $75 | 0.00% | +7 | New |
| Archer Investment Corp | 9 | $93 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 10 | $100 | 0.00% | +10 | New |
| WealthTrak Capital Management LLC | 20 | $208 | 0.00% | +20 | New |
| Mather Group, LLC. | 26 | $269 | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 30 | $311 | 0.00% | +30 | New |
| Abound Wealth Management | 32 | $332 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 43 | $445 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $518 | 0.00% | +50 | New |
| Kimelman & Baird, LLC | 55 | $570 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 63 | $653 | 0.00% | −13−17.1% | Reduced |
| Financial Management Professionals, Inc. | 65 | $673 | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 67 | $695 | 0.00% | +67 | New |
| CoreCap Advisors, LLC | 75 | $777 | 0.00% | −405−84.4% | Reduced |
| Sierra Ocean, LLC | 92 | $953 | 0.00% | +92 | New |
| West Paces Advisors Inc. | 100 | $1.04K | 0.00% | +100 | New |
| Transce3nd, LLC | 100 | $1.04K | 0.00% | +100 | New |
| Skopos Labs, Inc. | 112 | $1.16K | 0.00% | +109+3,633.3% | Added |
| TD Private Client Wealth LLC | 116 | $1.20K | 0.00% | −354−75.3% | Reduced |
| New Millennium Group LLC | 116 | $1.20K | 0.00% | +116 | New |
| WR Wealth Planners, LLC | 126 | $1.30K | 0.00% | +126 | New |
| Creative Financial Designs Inc | 136 | $1.41K | 0.00% | +136 | New |
| Central Trust Co | 140 | $1.45K | 0.00% | +140 | New |
| Carolinas Wealth Consulting LLC | 160 | $1.66K | 0.00% | −28−14.9% | Reduced |
| Glen Eagle Advisors, LLC | 162 | $1.68K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 160 | $2.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 198 | $2.05K | 0.00% | −1,376−87.4% | Reduced |
| Ritter Daniher Financial Advisory LLC | 200 | $2.07K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 231 | $2.39K | 0.00% | +231 | New |
| Sunbelt Securities, Inc. | 247 | $2.63K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 370 | $3.00K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 300 | $3.11K | 0.00% | +300 | New |
| Raffa Wealth Management, LLC | 321 | $3.33K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 325 | $3.37K | 0.00% | −257−44.2% | Reduced |
| Avion Wealth | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 400 | $4.14K | 0.00% | +400 | New |
| Parkside Financial Bank & Trust | 485 | $5.03K | 0.00% | −1,733−78.1% | Reduced |
| Coppell Advisory Solutions LLC | 493 | $5.25K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 525 | $5.44K | 0.00% | +125+31.3% | Added |
| Colonial Trust Co | 565 | $5.85K | 0.00% | +565 | New |
| Activest Wealth Management | 572 | $5.93K | 0.00% | +572 | New |
| Winch Advisory Services, LLC | 600 | $6.22K | 0.00% | 00.0% | Unchanged |
| Finley Financial, LLC | 570 | $6.50K | 0.00% | +570 | New |
| HM Payson & Co | 676 | $7.00K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 725 | $7.51K | 0.00% | +725 | New |
| Global Wealth Strategies & Associates | 750 | $7.77K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 750 | $7.77K | 0.00% | +715+2,042.9% | Added |
| Allworth Financial LP | 685 | $8.21K | 0.00% | +514+300.6% | Added |
| Principal Securities, Inc. | 798 | $8.27K | 0.00% | −88−9.9% | Reduced |
| Meeder Asset Management Inc | 882 | $9.14K | 0.00% | −24−2.6% | Reduced |
| Park Place Capital Corp | 921 | $9.54K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 923 | $9.56K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 959 | $9.94K | 0.00% | −735−43.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 986 | $10.2K | 0.00% | +986 | New |
| Raelipskie Partnership | 1,000 | $10.4K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,050 | $10.9K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 11,000 | $11.0K | 0.00% | +11,000 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,100 | $11.0K | 0.01% | +1,100 | New |
| Huntington National Bank | 1,078 | $11.2K | 0.00% | −3,523−76.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,019 | $12.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,226 | $12.7K | 0.00% | +684+126.2% | Added |
| Kestra Investment Management, LLC | 1,281 | $13.3K | 0.00% | +1,281 | New |
| Bryn Mawr Trust Co | 1,294 | $13.4K | 0.00% | −9,533−88.0% | Reduced |
| Sittner & Nelson, LLC | 1,300 | $13.5K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,300 | $13.5K | 0.00% | +1,300 | New |
| Geneos Wealth Management Inc. | 1,455 | $15.1K | 0.00% | −821−36.1% | Reduced |
| Versant Capital Management, Inc | 1,470 | $15.2K | 0.00% | −124−7.8% | Reduced |
| Wingate Wealth Advisors, Inc. | 1,485 | $15.4K | 0.02% | +1,485 | New |
| Hexagon Capital Partners LLC | 1,499 | $15.5K | 0.00% | +1,499 | New |
| Glass Jacobson Investment Advisors llc | 1,519 | $15.7K | 0.01% | +19+1.3% | Added |
| Toth Financial Advisory Corp | 1,520 | $15.7K | 0.00% | −2,500−62.2% | Reduced |
| Larson Financial Group LLC | 1,544 | $16.0K | 0.00% | +352+29.5% | Added |
| Fifth Third Bancorp | 1,633 | $16.9K | 0.00% | −5,655−77.6% | Reduced |
| Kieckhefer Group LLC | 1,683 | $17.4K | 0.01% | +1,683 | New |
| Aventura Private Wealth, LLC | 1,695 | $17.6K | 0.01% | +1,695 | New |
| TFC Financial Management | 1,789 | $18.5K | 0.00% | +160+9.8% | Added |
| Farther Finance Advisors, LLC | 1,858 | $19.2K | 0.00% | +422+29.4% | Added |
| West Oak Capital, LLC | 1,950 | $20.2K | 0.01% | +1,950 | New |
| First Horizon Advisors, Inc. | 1,953 | $20.2K | 0.00% | −445−18.6% | Reduced |
| MPWM Advisory Solutions, LLC | 2,000 | $20.7K | 0.02% | +2,000 | New |
| PFS Partners, LLC | 2,018 | $20.9K | 0.01% | +18+0.9% | Added |
| Optiver Holding B.V. | 2,135 | $22.1K | 0.00% | +2,135 | New |
| Asset Dedication, LLC | 2,213 | $22.9K | 0.00% | +1,056+91.3% | Added |
| Clearstead Advisors, LLC | 2,246 | $23.3K | 0.00% | −192−7.9% | Reduced |
| Ameriflex Group, Inc. | 1,850 | $24.5K | 0.01% | +1,850 | New |
| Anchor Investment Management, LLC | 2,400 | $24.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,520 | $26.1K | 0.00% | +604+31.5% | Added |
| Richards, Merrill & Peterson, Inc. | 2,865 | $29.7K | 0.02% | +2,865 | New |
| Global Retirement Partners, LLC | 2,920 | $30.3K | 0.00% | −722−19.8% | Reduced |
| Piscataqua Savings Bank | 3,000 | $31.1K | 0.03% | +2,500+500.0% | Added |
| Turim 21 Investimentos Ltda. | 2,450 | $32.4K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,327 | $34.5K | 0.00% | −792−19.2% | Reduced |
| GeoWealth Management, LLC | 3,576 | $37.0K | 0.00% | +304+9.3% | Added |
| Signaturefd, LLC | 3,835 | $39.7K | 0.00% | −7,755−66.9% | Reduced |
| Quadrant Capital Group LLC | 4,339 | $45.0K | 0.00% | −192−4.2% | Reduced |
| WPG Advisers, LLC | 4,680 | $48.5K | 0.05% | +4,680 | New |
| Orion Capital Management LLC | 4,800 | $49.7K | 0.02% | +4,800 | New |