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 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 4,900 | $50.8K | 0.00% | +3,215+190.8% | Added |
| Campbell Capital Management Inc | 5,000 | $51.8K | 0.02% | +5,000 | New |
| Harvest Fund Management Co., Ltd | 5,304 | $55.0K | 0.00% | −37,006−87.5% | Reduced |
| Cliffwater LLC | 5,472 | $56.7K | 0.01% | +5,472 | New |
| Steward Partners Investment Advisory, LLC | 5,692 | $59.0K | 0.00% | −15,908−73.6% | Reduced |
| Ancora Advisors, LLC | 5,712 | $59.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 5,776 | $61.5K | 0.01% | −431−6.9% | Reduced |
| Whipplewood Advisors, LLC | 5,995 | $62.1K | 0.04% | +5,995 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,061 | $62.8K | 0.00% | −3,924−39.3% | Reduced |
| Canton Hathaway, LLC | 6,157 | $64.0K | 0.02% | −683−10.0% | Reduced |
| Hilltop National Bank | 6,698 | $69.4K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 6,775 | $70.2K | 0.00% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 7,873 | $81.6K | 0.01% | +7,873 | New |
| Newbridge Financial Services Group, Inc. | 8,000 | $82.9K | 0.02% | −100−1.2% | Reduced |
| Ridgewood Investments LLC | 8,764 | $90.8K | 0.04% | 00.0% | Unchanged |
| MAI Capital Management | 8,984 | $93.1K | 0.00% | +8,984 | New |
| Berbice Capital Management LLC | 9,000 | $93.2K | 0.07% | +9,000 | New |
| Quarry LP | 9,095 | $94.2K | 0.02% | +1,205+15.3% | Added |
| SRS Capital Advisors, Inc. | 9,153 | $94.8K | 0.01% | −5,440−37.3% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 9,600 | $102.2K | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 10,000 | $103.6K | 0.09% | −31−0.3% | Reduced |
| Chicago Trust Co NA | 10,055 | $104.2K | 0.02% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 10,132 | $105.0K | 0.00% | +10,132 | New |
| New York Life Investment Management LLC | 10,287 | $106.6K | 0.00% | −1,486−12.6% | Reduced |
| Jessup Wealth Management, Inc | 10,289 | $106.6K | 0.05% | 00.0% | Unchanged |
| Umb Bank N A | 10,437 | $108.1K | 0.00% | −1,242−10.6% | Reduced |
| Lakeshore Financial Planning, Inc. | 10,500 | $108.8K | 0.05% | +10,500 | New |
| CAPROCK Group, Inc. | 10,517 | $109.0K | 0.00% | −4,298−29.0% | Reduced |
| Tectonic Advisors LLC | 10,676 | $110.6K | 0.01% | +10,676 | New |
| Paradice Investment Management LLC | 10,696 | $110.8K | 0.02% | +10,696 | New |
| Delta Asset Management LLC | 10,740 | $111.3K | 0.01% | −11,260−51.2% | Reduced |
| Baird Financial Group, Inc. | 10,749 | $111.4K | 0.00% | +10,749 | New |
| Kovack Advisors, Inc. | 10,750 | $111.4K | 0.01% | +10,750 | New |
| Stonekeep Investments, LLC | 10,952 | $113.5K | 0.08% | −935−7.9% | Reduced |
| Sanders Morris Harris LLC | 11,000 | $113.6K | 0.02% | +11,000 | New |
| TriaGen Wealth Management LLC | 11,000 | $114.0K | 0.04% | −15,243−58.1% | Reduced |
| Stokes Family Office, LLC | 11,000 | $114.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 10,976 | $114.0K | 0.07% | +291+2.7% | Added |
| United Capital Financial Advisers, LLC | 11,162 | $115.6K | 0.00% | −37,896−77.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 11,153 | $116.0K | 0.02% | −68,205−85.9% | Reduced |
| Rothschild Investment LLC | 11,346 | $117.5K | 0.01% | +1,633+16.8% | Added |
| Boothbay Fund Management, LLC | 11,369 | $117.8K | 0.00% | −6,133−35.0% | Reduced |
| Matauro, LLC | 11,539 | $119.5K | 0.03% | +11,539 | New |
| ASB Consultores, LLC | 11,552 | $119.7K | 0.05% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 11,689 | $121.1K | 0.02% | +11,689 | New |
| AlTi Global, Inc. | 11,858 | $122.8K | 0.00% | +11,858 | New |
| Parallel Advisors, LLC | 12,131 | $125.7K | 0.00% | −5,065−29.5% | Reduced |
| OneAscent Wealth Management LLC | 12,481 | $129.0K | 0.05% | +760+6.5% | Added |
| Harbour Investment Management LLC | 12,458 | $129.1K | 0.06% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 12,485 | $129.3K | 0.00% | −465−3.6% | Reduced |
| Wexford Capital LP | 12,626 | $130.8K | 0.03% | +12,626 | New |
| Numerai GP LLC | 13,121 | $135.9K | 0.04% | +13,121 | New |
| Northwestern Mutual Wealth Management Co | 13,151 | $136.2K | 0.00% | +103+0.8% | Added |
| Fortis Capital Management LLC | 13,248 | $137.3K | 0.03% | +197+1.5% | Added |
| Good Life Advisors, LLC | 13,275 | $137.5K | 0.01% | +13,275 | New |
| Agf Management Ltd | 13,451 | $139.4K | 0.00% | +13,451 | New |
| American Trust | 13,610 | $141.0K | 0.01% | −3,313−19.6% | Reduced |
| Janney Montgomery Scott LLC | 13,650 | $141.0K | 0.00% | +13,650 | New |
| Whitford Management LLC | 13,680 | $141.7K | 0.04% | +13,680 | New |
| Vise Technologies, Inc. | 13,725 | $142.2K | 0.01% | +46+0.3% | Added |
| James Investment Research Inc | 13,743 | $142.4K | 0.02% | +13,743 | New |
| Matrix Trust Co | 13,770 | $143.0K | 0.02% | +13,770 | New |
| Private Wealth Partners, LLC | 13,900 | $144.0K | 0.01% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 14,274 | $149.5K | 0.01% | +14,274 | New |
| Carolina Wealth Advisors, LLC | 14,442 | $149.6K | 0.08% | +11,228+349.3% | Added |
| Q Capital Solutions | 14,500 | $150.2K | 0.06% | +14,500 | New |
| Congress Wealth Management LLC | 14,688 | $152.2K | 0.00% | −2,430−14.2% | Reduced |
| Perigon Wealth Management, LLC | 13,505 | $152.3K | 0.00% | +1,216+9.9% | Added |
| Alliance Wealth Advisors, LLC | 14,708 | $152.4K | 0.04% | +14,708 | New |
| Blueshift Asset Management, LLC | 14,733 | $152.6K | 0.06% | +14,733 | New |
| Park National Corp | 14,783 | $153.2K | 0.01% | −3,687−20.0% | Reduced |
| Los Angeles Capital Management LLC | 14,862 | $154.0K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 15,136 | $156.8K | 0.00% | +15,136 | New |
| Bleakley Financial Group, LLC | 15,144 | $156.9K | 0.00% | −2,913−16.1% | Reduced |
| BIT Capital GmbH | 15,163 | $157.1K | 0.01% | −4,559,899−99.7% | Reduced |
| Tempus Wealth Planning, LLC | 15,229 | $157.8K | 0.05% | +15,229 | New |
| Tradition Wealth Management, LLC | 15,230 | $157.8K | 0.01% | +15,230 | New |
| Merit Financial Group, LLC | 15,309 | $158.6K | 0.00% | +15,309 | New |
| Granite Group Advisors, LLC | 15,429 | $159.8K | 0.10% | −4,200−21.4% | Reduced |
| Proequities, Inc. | 13,470 | $161.5K | 0.01% | +13,470 | New |
| Kolinsky Wealth Management, LLC | 15,961 | $165.4K | 0.10% | −5,126−24.3% | Reduced |
| LRI Investments, LLC | 16,200 | $167.8K | 0.02% | −8,783−35.2% | Reduced |
| Gibbs Wealth Management | 16,291 | $168.8K | 0.05% | +16,291 | New |
| OneAscent Financial Services LLC | 16,294 | $169.0K | 0.01% | +2,043+14.3% | Added |
| Parus Finance (UK) Ltd | 16,336 | $169.2K | 0.05% | −21,750−57.1% | Reduced |
| Aptus Capital Advisors, LLC | 16,476 | $170.7K | 0.00% | −588−3.4% | Reduced |
| Northwest Wealth Management, LLC | 16,637 | $172.4K | 0.04% | +16,637 | New |
| Rafferty Asset Management, LLC | 16,689 | $172.9K | 0.00% | +16,689 | New |
| Shufro Rose & Co LLC | 17,045 | $176.6K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 17,105 | $177.2K | 0.00% | +15,754+1,166.1% | Added |
| Emerald Mutual Fund Advisers Trust | 17,299 | $179.2K | 0.01% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 17,347 | $179.7K | 0.00% | −3,980−18.7% | Reduced |
| HB Wealth Management, LLC | 17,668 | $183.0K | 0.00% | +1,852+11.7% | Added |
| Pinnacle Associates Ltd | 17,970 | $186.2K | 0.00% | +17,970 | New |
| Assetmark, Inc | 18,019 | $186.7K | 0.00% | +2,744+18.0% | Added |
| Covenant Partners, LLC | 18,210 | $188.7K | 0.06% | −18,816−50.8% | Reduced |
| Cary Street Partners Financial LLC | 18,561 | $192.3K | 0.01% | +18,561 | New |
| Venturi Wealth Management, LLC | 18,622 | $192.9K | 0.01% | −5,983−24.3% | Reduced |
| Metis Global Partners, LLC | 18,845 | $195.2K | 0.01% | +1,783+10.5% | Added |
| Banco Santander, S.A. | 18,995 | $196.8K | 0.00% | −1,789−8.6% | Reduced |