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 |
|---|---|---|---|---|---|
| Axq Capital, LP | 19,093 | $197.8K | 0.09% | +19,093 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,335 | $200.3K | 0.01% | −1,888−8.9% | Reduced |
| 1858 Wealth Management, LLC | 20,190 | $209.2K | 0.17% | +20,190 | New |
| Savant Capital, LLC | 20,391 | $211.3K | 0.00% | +5,693+38.7% | Added |
| Fiduciary Trust Co | 20,753 | $215.0K | 0.00% | +20,753 | New |
| Evergreen Capital Management LLC | 21,106 | $218.7K | 0.01% | −14,898−41.4% | Reduced |
| Antipodes Partners Ltd | 21,156 | $219.2K | 0.01% | +5,739+37.2% | Added |
| Americana Partners, LLC | 21,418 | $221.9K | 0.01% | +5,463+34.2% | Added |
| Transcend Wealth Collective, LLC | 21,558 | $223.3K | 0.02% | +4,000+22.8% | Added |
| Ronald Blue Trust, Inc. | 21,784 | $225.7K | 0.00% | +1,011+4.9% | Added |
| HighPoint Advisor Group LLC | 16,287 | $227.0K | 0.01% | +2,292+16.4% | Added |
| Claro Advisors LLC | 21,919 | $227.1K | 0.03% | −757−3.3% | Reduced |
| Krane Funds Advisors LLC | 22,052 | $228.5K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 22,468 | $232.8K | 0.00% | −4,049−15.3% | Reduced |
| Wedmont Private Capital | 21,473 | $235.1K | 0.01% | −3,951−15.5% | Reduced |
| First Western Trust Bank | 22,904 | $237.3K | 0.01% | +5,276+29.9% | Added |
| Hardman Johnston Global Advisors LLC | 23,370 | $242.1K | 0.01% | −5,510−19.1% | Reduced |
| Brown Advisory Inc | 23,707 | $245.6K | 0.00% | +6,191+35.3% | Added |
| Arlington Capital Management, Inc. | 24,042 | $249.1K | 0.17% | +24,042 | New |
| Cercano Management LLC | 24,359 | $252.4K | 0.01% | +2,052+9.2% | Added |
| Seven Mile Advisory | 24,490 | $253.7K | 0.16% | +5,142+26.6% | Added |
| LRT Capital Management, LLC | 25,300 | $262.1K | 0.20% | +25,300 | New |
| Davenport & Co LLC | 25,500 | $264.2K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 26,384 | $273.0K | 0.01% | −16,211−38.1% | Reduced |
| Insigneo Advisory Services, LLC | 26,574 | $275.3K | 0.03% | −1,380−4.9% | Reduced |
| Sequoia Financial Advisors, LLC | 26,686 | $276.5K | 0.00% | +14,065+111.4% | Added |
| SG Americas Securities, LLC | 26,719 | $277.0K | 0.00% | −154,047−85.2% | Reduced |
| J. Goldman & Co LP | 28,004 | $290.1K | 0.01% | +28,004 | New |
| Quattro Financial Advisors LLC | 25,000 | $301.0K | 0.08% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 29,153 | $302.0K | 0.00% | −3,549−10.9% | Reduced |
| Nwam LLC | 30,175 | $312.6K | 0.02% | +4,765+18.8% | Added |
| Verition Fund Management LLC | 30,394 | $314.9K | 0.00% | +30,394 | New |
| Solstein Capital, LLC | 30,400 | $314.9K | 0.18% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 30,567 | $316.7K | 0.11% | +2,415+8.6% | Added |
| D.A. Davidson & Co. | 31,060 | $321.8K | 0.00% | +14,239+84.7% | Added |
| Dakota Wealth Management | 31,381 | $325.1K | 0.01% | −11,117−26.2% | Reduced |
| Park Avenue Securities LLC | 31,682 | $328.0K | 0.00% | +11,586+57.7% | Added |
| Caption Management, LLC | 31,800 | $329.4K | 0.01% | +31,800 | New |
| Nomura Holdings Inc | 31,819 | $329.6K | 0.00% | −6,562−17.1% | Reduced |
| Sanctuary Advisors, LLC | 25,400 | $341.4K | 0.00% | −2,734−9.7% | Reduced |
| Financial Advocates Investment Management | 33,116 | $343.1K | 0.02% | −5,039−13.2% | Reduced |
| Prasad Wealth Partners, LLC | 33,376 | $345.8K | 0.11% | +33,376 | New |
| Accuvest Global Advisors | 33,414 | $346.2K | 0.48% | +6,730+25.2% | Added |
| Advisors Asset Management, Inc. | 33,479 | $346.8K | 0.01% | −1,355−3.9% | Reduced |
| FDx Advisors, Inc. | 34,294 | $355.0K | 0.10% | −6,321−15.6% | Reduced |
| JustInvest LLC | 34,305 | $355.4K | 0.01% | −7,794−18.5% | Reduced |
| Capital International Sarl | 34,995 | $362.5K | 0.01% | −3,680−9.5% | Reduced |
| Mount Lucas Management LP | 35,000 | $362.6K | 0.13% | 00.0% | Unchanged |
| Ulysses Management LLC | 35,000 | $362.6K | 0.08% | +35,000 | New |
| Seldon Capital LP | 35,325 | $366.0K | 0.15% | +21,105+148.4% | Added |
| Quantinno Capital Management LP | 35,641 | $369.2K | 0.00% | −28,515−44.4% | Reduced |
| Platform Technology Partners | 35,690 | $369.7K | 0.11% | +21+0.1% | Added |
| XTX Topco Ltd | 35,718 | $370.0K | 0.03% | −33,096−48.1% | Reduced |
| State of Wyoming | 36,346 | $376.5K | 0.05% | +2,120+6.2% | Added |
| Marcum Wealth, LLC | 36,392 | $377.0K | 0.03% | −829−2.2% | Reduced |
| IPG Investment Advisors LLC | 36,852 | $381.8K | 0.09% | +100+0.3% | Added |
| PFG Investments, LLC | 36,990 | $383.2K | 0.02% | +3,961+12.0% | Added |
| Balyasny Asset Management LLC | 37,369 | $387.1K | 0.00% | +37,369 | New |
| Cornerstone Wealth Group, LLC | 37,727 | $390.9K | 0.03% | +24+0.1% | Added |
| Atomi Financial Group, Inc. | 37,809 | $391.7K | 0.02% | −4,989−11.7% | Reduced |
| Gladstone Institutional Advisory LLC | 37,992 | $393.6K | 0.02% | +21,592+131.7% | Added |
| PharVision Advisers, LLC | 38,517 | $399.0K | 0.34% | +38,517 | New |
| Exencial Wealth Advisors, LLC | 38,659 | $400.5K | 0.01% | −40−0.1% | Reduced |
| Ellevest, Inc. | 38,887 | $402.9K | 0.02% | −1,990−4.9% | Reduced |
| Verdence Capital Advisors LLC | 39,054 | $404.6K | 0.03% | −1,113−2.8% | Reduced |
| Stevens Capital Management LP | 39,248 | $407.0K | 0.16% | +39,248 | New |
| Cresset Asset Management, LLC | 40,016 | $414.6K | 0.00% | −33,113−45.3% | Reduced |
| MMBG Investment Advisors Co. | 40,515 | $419.7K | 0.04% | +40,515 | New |
| Blair William & Co | 41,017 | $424.9K | 0.00% | −241−0.6% | Reduced |
| Triumph Capital Management | 41,119 | $426.0K | 0.15% | +21,280+107.3% | Added |
| Vestmark Advisory Solutions, Inc. | 42,330 | $438.5K | 0.02% | −1,059−2.4% | Reduced |
| Thoroughbred Financial Services, LLC | 42,545 | $440.0K | 0.03% | −8,514−16.7% | Reduced |
| AdvisorNet Financial, Inc | 42,612 | $441.5K | 0.04% | +19,675+85.8% | Added |
| HAP Trading, LLC | 43,169 | $447.2K | 0.15% | −12,363−22.3% | Reduced |
| Kestra Advisory Services, LLC | 43,290 | $448.5K | 0.00% | +7,294+20.3% | Added |
| Simplex Trading, LLC | 45,774 | $474.0K | 0.01% | +45,774 | New |
| MBM Wealth Consultants, LLC | 45,728 | $486.1K | 0.14% | +45,728 | New |
| Scientech Research LLC | 47,031 | $487.2K | 0.14% | −56,686−54.7% | Reduced |
| PEAK6 LLC | 47,150 | $488.5K | 0.02% | +47,150 | New |
| Ossiam | 47,807 | $495.3K | 0.01% | −6,504−12.0% | Reduced |
| Hamilton Capital Partners Inc. | 48,600 | $503.5K | 0.04% | +14,000+40.5% | Added |
| Princeton Capital Management LLC | 48,702 | $504.6K | 0.16% | +34,479+242.4% | Added |
| C WorldWide Group Holding A/S | 48,954 | $507.0K | 0.01% | −1,467−2.9% | Reduced |
| Walleye Capital LLC | 48,951 | $507.1K | 0.00% | −83,165−62.9% | Reduced |
| Morse Asset Management, Inc | 49,136 | $509.0K | 0.12% | −9,650−16.4% | Reduced |
| Penbrook Management LLC | 49,690 | $514.8K | 0.35% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 49,882 | $516.8K | 0.14% | −524−1.0% | Reduced |
| Siren, L.L.C. | 50,000 | $518.0K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 50,158 | $519.6K | 0.20% | +26,191+109.3% | Added |
| Personal Cfo Solutions, LLC | 52,022 | $538.9K | 0.11% | −10,122−16.3% | Reduced |
| Dnca Finance | 53,000 | $549.1K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 53,200 | $551.1K | 0.01% | +12,195+29.7% | Added |
| CWM, LLC | 53,500 | $554.0K | 0.00% | +5,851+12.3% | Added |
| Avestar Capital, LLC | 53,809 | $557.5K | 0.05% | +1,353+2.6% | Added |
| Prelude Capital Management, LLC | 55,000 | $569.8K | 0.05% | +25,000+83.3% | Added |
| Guggenheim Capital LLC | 55,194 | $571.8K | 0.00% | +26,886+95.0% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 52,245 | $578.9K | 0.27% | +1,000+2.0% | Added |
| Gsa Capital Partners LLP | 56,025 | $580.0K | 0.04% | +42,343+309.5% | Added |
| Redwood Wealth Management Group, LLC | 56,250 | $582.2K | 0.28% | +56,250 | New |
| SkyView Investment Advisors, LLC | 57,249 | $593.0K | 0.09% | +57,249 | New |