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 |
|---|---|---|---|---|---|
| Compass Group LLC | 57,457 | $595.3K | 3.38% | +38,518+203.4% | Added |
| Shell Asset Management Co | 57,628 | $597.0K | 0.03% | +57,628 | New |
| Impact Partnership Wealth, LLC | 57,691 | $597.7K | 0.12% | +8,467+17.2% | Added |
| Empire Financial Management Company, LLC | 58,606 | $607.2K | 0.19% | +58,606 | New |
| William Marsh Rice University | 58,616 | $607.3K | 0.28% | +58,616 | New |
| Integrated Wealth Concepts LLC | 58,652 | $607.6K | 0.01% | +33,455+132.8% | Added |
| ABN AMRO Bank N.V. | 59,436 | $609.0K | 0.01% | −3,758−5.9% | Reduced |
| Oppenheimer & Co Inc | 59,427 | $615.7K | 0.01% | +37,264+168.1% | Added |
| Knollwood Investment Advisory, LLC | 59,800 | $619.5K | 0.06% | 00.0% | Unchanged |
| Wedbush Securities Inc | 59,946 | $621.0K | 0.02% | +398+0.7% | Added |
| Teza Capital Management LLC | 61,388 | $636.0K | 0.10% | +61,388 | New |
| Harbour Investments, Inc. | 63,338 | $656.2K | 0.02% | +4,069+6.9% | Added |
| IFP Advisors, Inc | 63,689 | $659.8K | 0.02% | +20,385+47.1% | Added |
| Old Mission Capital LLC | 63,876 | $661.8K | 0.02% | +63,876 | New |
| Sand Hill Global Advisors, LLC | 63,884 | $661.8K | 0.03% | −1,408−2.2% | Reduced |
| Dark Forest Capital Management LP | 63,937 | $662.4K | 0.10% | +41,951+190.8% | Added |
| Emerald Advisers, LLC | 64,531 | $668.5K | 0.03% | +10,481+19.4% | Added |
| Advisory Services Network, LLC | 65,479 | $678.4K | 0.01% | +10,782+19.7% | Added |
| Legacy Bridge, LLC | 65,800 | $681.7K | 0.36% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 66,138 | $685.2K | 0.01% | −1,220−1.8% | Reduced |
| LMR Partners LLP | 66,159 | $685.4K | 0.01% | +66,159 | New |
| Salvus Wealth Management, LLC | 67,000 | $694.1K | 0.44% | 00.0% | Unchanged |
| Quantbot Technologies LP | 68,782 | $712.6K | 0.03% | −126,926−64.9% | Reduced |
| LWM Advisory Services, LLC | 69,425 | $719.2K | 0.50% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 71,238 | $738.0K | 0.01% | +1,690+2.4% | Added |
| Connable Office Inc | 71,487 | $740.6K | 0.08% | −18,970−21.0% | Reduced |
| J.Safra Asset Management Corp | 69,669 | $742.0K | 0.06% | +17,299+33.0% | Added |
| Malaga Cove Capital, LLC | 71,847 | $744.3K | 0.29% | +48,901+213.1% | Added |
| RSM US Wealth Management LLC | 70,788 | $752.9K | 0.01% | −17,176−19.5% | Reduced |
| Vident Advisory, LLC | 72,955 | $755.8K | 0.01% | +52,804+262.0% | Added |
| IFM Investors Pty Ltd | 73,251 | $758.9K | 0.01% | −27,747−27.5% | Reduced |
| Resources Investment Advisors, LLC. | 73,326 | $759.7K | 0.01% | +46,849+176.9% | Added |
| MRP Capital Investments, LLC | 73,650 | $763.0K | 0.69% | −5,450−6.9% | Reduced |
| Virtus ETF Advisers LLC | 74,332 | $770.1K | 0.31% | +2,987+4.2% | Added |
| Frank, Rimerman Advisors LLC | 75,175 | $778.8K | 0.06% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 75,944 | $786.8K | 0.00% | −29,500−28.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 76,033 | $787.7K | 0.01% | −21,648−22.2% | Reduced |
| Harbour Capital Advisors, LLC | 73,325 | $804.4K | 0.18% | −2,875−3.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 77,754 | $805.5K | 0.00% | +65,743+547.4% | Added |
| Leonteq Securities AG | 78,895 | $817.4K | 0.08% | +63,521+413.2% | Added |
| Magnus Financial Group LLC | 78,957 | $818.0K | 0.08% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 79,585 | $822.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 79,728 | $826.0K | 0.00% | −25,897−24.5% | Reduced |
| Atria Investments LLC | 79,825 | $827.0K | 0.01% | −27,763−25.8% | Reduced |
| Private Advisor Group, LLC | 79,831 | $827.1K | 0.00% | +27,456+52.4% | Added |
| Cigna Investments Inc | 80,111 | $830.0K | 0.15% | −4,777−5.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 80,650 | $835.5K | 0.82% | +80,650 | New |
| Qtron Investments LLC | 83,139 | $861.3K | 0.12% | +83,139 | New |
| CastleKnight Management LP | 85,600 | $886.8K | 0.10% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 89,356 | $925.7K | 0.03% | −14,435−13.9% | Reduced |
| MML Investors Services, LLC | 90,642 | $939.0K | 0.00% | −27,960−23.6% | Reduced |
| Aigen Investment Management, LP | 91,055 | $943.3K | 0.17% | +31,393+52.6% | Added |
| Corebridge Financial, Inc. | 91,301 | $945.9K | 0.01% | −5,680−5.9% | Reduced |
| Sciencast Management LP | 91,387 | $946.8K | 0.26% | +91,387 | New |
| Yousif Capital Management, LLC | 91,504 | $948.0K | 0.01% | +720+0.8% | Added |
| Clearbridge Investments, LLC | 91,871 | $951.8K | 0.00% | +91,871 | New |
| Janus Henderson Group PLC | 93,428 | $968.3K | 0.00% | −2,495−2.6% | Reduced |
| TownSquare Capital, LLC | 94,650 | $980.6K | 0.01% | +80,199+555.0% | Added |
| Glenmede Trust Co NA | 97,704 | $1.01M | 0.01% | −23,594−19.5% | Reduced |
| CI Private Wealth, LLC | 98,211 | $1.02M | 0.00% | −951−1.0% | Reduced |
| Erste Asset Management GmbH | 100,000 | $1.03M | 0.01% | 00.0% | Unchanged |
| Hiddenite Capital Partners LP | 100,000 | $1.04M | 0.71% | +100,000 | New |
| Shelton Wealth Management, LLC | 101,506 | $1.05M | 0.58% | +4,993+5.2% | Added |
| Paragon Capital Management Inc | 101,565 | $1.05M | 0.82% | +101,565 | New |
| Truist Financial Corp | 102,755 | $1.06M | 0.00% | −68,254−39.9% | Reduced |
| First Hawaiian Bank | 102,786 | $1.06M | 0.03% | +14,752+16.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 105,000 | $1.09M | 0.00% | −668,833−86.4% | Reduced |
| SRN Advisors, LLC | 105,157 | $1.09M | 0.97% | +20,000+23.5% | Added |
| Mount Yale Investment Advisors, LLC | 105,333 | $1.09M | 0.09% | −27,276−20.6% | Reduced |
| Adalta Capital Management LLC | 106,500 | $1.10M | 0.58% | +22,950+27.5% | Added |
| Trustees of Columbia University in the City of New York | 108,588 | $1.12M | 0.18% | +108,588 | New |
| Circle Wealth Management, LLC | 109,742 | $1.14M | 0.02% | +5,674+5.5% | Added |
| Hantz Financial Services, Inc. | 109,929 | $1.14M | 0.02% | +109,929 | New |
| STRS Ohio | 111,368 | $1.15M | 0.00% | +38,006+51.8% | Added |
| Jane Street Group, LLC | 112,747 | $1.17M | 0.00% | −110,032−49.4% | Reduced |
| Crossmark Global Holdings, Inc. | 113,692 | $1.18M | 0.02% | +2,151+1.9% | Added |
| Millennium Management LLC | 114,592 | $1.19M | 0.00% | −302,566−72.5% | Reduced |
| TPG Financial Advisors, LLC | 114,911 | $1.19M | 0.52% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 118,897 | $1.23M | 0.00% | −26,285−18.1% | Reduced |
| Advisor Group Holdings, Inc. | 119,006 | $1.23M | 0.00% | −20,522−14.7% | Reduced |
| Tower Research Capital LLC (TRC) | 121,221 | $1.26M | 0.02% | −97,536−44.6% | Reduced |
| Whittier Trust Co | 121,513 | $1.26M | 0.02% | +40,717+50.4% | Added |
| HighVista Strategies LLC | 125,061 | $1.30M | 0.48% | +8,300+7.1% | Added |
| Jefferies Financial Group Inc. | 129,103 | $1.34M | 0.01% | +129,103 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 131,821 | $1.38M | 0.01% | +104,080+375.2% | Added |
| Brinker Capital Investments, LLC | 135,162 | $1.40M | 0.01% | +19,485+16.8% | Added |
| Orion Portfolio Solutions, LLC | 135,162 | $1.40M | 0.01% | +19,485+16.8% | Added |
| Pitcairn Co | 135,860 | $1.41M | 0.08% | −15,270−10.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 138,996 | $1.44M | 0.01% | +7,860+6.0% | Added |
| Commonwealth Equity Services, LLC | 141,598 | $1.47M | 0.00% | −10,834−7.1% | Reduced |
| Bessemer Group Inc | 141,860 | $1.47M | 0.00% | −25,195−15.1% | Reduced |
| Captrust Financial Advisors | 143,441 | $1.49M | 0.00% | −40,194−21.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 147,904 | $1.53M | 0.01% | −220,159−59.8% | Reduced |
| CIBC Asset Management Inc | 148,023 | $1.53M | 0.01% | +213+0.1% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 145,000 | $1.54M | 0.11% | +45,000+45.0% | Added |
| RPg Family Wealth Advisory, LLC | 155,338 | $1.61M | 0.57% | −72,295−31.8% | Reduced |
| The PNC Financial Services Group, Inc. | 156,461 | $1.62M | 0.00% | −35,181−18.4% | Reduced |
| Prudential Financial Inc | 116,010 | $1.63M | 0.00% | −57,887−33.3% | Reduced |
| Ethic Inc. | 162,144 | $1.68M | 0.03% | +25,979+19.1% | Added |
| Tudor Investment Corp Et Al | 164,425 | $1.70M | 0.02% | +62,390+61.1% | Added |