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 |
|---|---|---|---|---|---|
| Fort Washington Investment Advisors Inc | 165,942 | $1.72M | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 167,716 | $1.74M | 0.05% | +167,716 | New |
| Liontrust Investment Partners LLP | 168,000 | $1.74M | 0.03% | +83,000+97.6% | Added |
| Anthracite Investment Company, Inc. | 170,000 | $1.76M | 0.88% | +170,000 | New |
| Tocqueville Asset Management L.P. | 172,124 | $1.78M | 0.03% | +172,124 | New |
| Schwartz Investment Counsel Inc | 174,500 | $1.81M | 0.07% | +46,200+36.0% | Added |
| Mercer Global Advisors Inc | 177,174 | $1.84M | 0.00% | +164,001+1,245.0% | Added |
| Daiwa Securities Group Inc. | 177,224 | $1.84M | 0.01% | −234,946−57.0% | Reduced |
| Boston Private Wealth LLC | 177,349 | $1.84M | 0.03% | +177,349 | New |
| JT Stratford LLC | 177,546 | $1.84M | 0.30% | +2,085+1.2% | Added |
| GWM Advisors LLC | 178,030 | $1.84M | 0.01% | +53,646+43.1% | Added |
| Titan Global Capital Management USA LLC | 181,918 | $1.88M | 0.29% | −6,815−3.6% | Reduced |
| Capital Wealth Planning, LLC | 182,623 | $1.89M | 0.02% | +182,623 | New |
| Cloverfields Capital Group, LP | 185,931 | $1.93M | 0.62% | +16,700+9.9% | Added |
| Moore Capital Management, LP | 186,000 | $1.93M | 0.04% | +186,000 | New |
| Equitable Trust Co | 186,536 | $1.93M | 0.11% | −41,119−18.1% | Reduced |
| CIBC World Markets Inc. | 193,152 | $2.00M | 0.00% | +193,152 | New |
| Cetera Investment Advisers | 194,295 | $2.01M | 0.00% | +10,955+6.0% | Added |
| MetLife Investment Management | 196,166 | $2.03M | 0.01% | −4,468−2.2% | Reduced |
| VGI Partners Ltd | 199,816 | $2.07M | 0.21% | +9,348+4.9% | Added |
| Cederberg Capital Ltd | 200,000 | $2.07M | 0.70% | 00.0% | Unchanged |
| Engle Capital Management, L.P. | 200,000 | $2.07M | 0.62% | +200,000 | New |
| Danske Bank A/S | 202,100 | $2.09M | 0.01% | −4,300−2.1% | Reduced |
| La Banque Postale Asset Management SA | 210,503 | $2.18M | 0.03% | +28,375+15.6% | Added |
| Wetherby Asset Management Inc | 211,044 | $2.19M | 0.10% | −10,203−4.6% | Reduced |
| Amalgamated Bank | 216,069 | $2.24M | 0.02% | +5,279+2.5% | Added |
| Matthews International Capital Management LLC | 218,458 | $2.26M | 0.46% | −228,666−51.1% | Reduced |
| Black Swift Group, LLC | 219,750 | $2.28M | 0.48% | −175,250−44.4% | Reduced |
| Gulf International Bank (UK) Ltd | 223,165 | $2.31M | 0.06% | 00.0% | Unchanged |
| Empowered Funds, LLC | 225,830 | $2.34M | 0.03% | +41,393+22.4% | Added |
| Donaldson Capital Management, LLC | 230,659 | $2.39M | 0.09% | +48,562+26.7% | Added |
| Northwest & Ethical Investments L.P. | 232,615 | $2.41M | 0.07% | +15,351+7.1% | Added |
| Bayesian Capital Management, LP | 243,000 | $2.52M | 0.31% | +243,000 | New |
| US Bancorp | 244,600 | $2.53M | 0.00% | −67,866−21.7% | Reduced |
| Nissay Asset Management Corp | 248,669 | $2.57M | 0.02% | +27,394+12.4% | Added |
| Finivi Inc. | 251,094 | $2.60M | 2.08% | −10,055−3.9% | Reduced |
| Old Well Partners, LLC | 252,600 | $2.62M | 5.00% | +79,300+45.8% | Added |
| Jasper Ridge Partners, L.P. | 254,790 | $2.64M | 0.08% | 00.0% | Unchanged |
| AXA S.A. | 259,026 | $2.68M | 0.01% | −8,883−3.3% | Reduced |
| Rockefeller Capital Management L.P. | 260,419 | $2.70M | 0.01% | +184,233+241.8% | Added |
| Centiva Capital, LP | 263,348 | $2.73M | 0.10% | +221,741+532.9% | Added |
| Thrivent Financial for Lutherans | 250,026 | $2.73M | 0.01% | −7,622−3.0% | Reduced |
| PDT Partners, LLC | 264,211 | $2.74M | 0.24% | +264,211 | New |
| Wealth Enhancement Advisory Services, LLC | 264,785 | $2.74M | 0.01% | +196,675+288.8% | Added |
| Principal Financial Group Inc | 267,433 | $2.77M | 0.00% | −886,031−76.8% | Reduced |
| Jump Financial, LLC | 269,807 | $2.80M | 0.06% | +184,561+216.5% | Added |
| Fiera Capital Corp | 270,837 | $2.81M | 0.01% | +47,741+21.4% | Added |
| Metavasi Capital LP | 275,000 | $2.85M | 1.51% | +275,000 | New |
| Advanced Portfolio Management, LLC | 275,000 | $2.85M | 3.35% | +275,000 | New |
| Ensign Peak Advisors, Inc | 275,250 | $2.85M | 0.01% | +275,250 | New |
| Sit Investment Associates Inc | 277,266 | $2.87M | 0.07% | +180,591+186.8% | Added |
| DnB Asset Management AS | 279,227 | $2.89M | 0.01% | −409,028−59.4% | Reduced |
| Group One Trading, L.P. | 284,037 | $2.94M | 0.10% | +284,037 | New |
| Redwood Investments, LLC | 286,716 | $2.97M | 0.80% | −304,971−51.5% | Reduced |
| Man Group plc | 288,975 | $2.99M | 0.01% | −333,856−53.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 289,025 | $3.00M | 0.03% | −37,780−11.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 293,944 | $3.05M | 0.66% | +293,944 | New |
| M&T Bank Corp | 299,422 | $3.10M | 0.01% | −118,045−28.3% | Reduced |
| Macquarie Group Ltd | 306,157 | $3.17M | 0.00% | +27,919+10.0% | Added |
| Van Eck Associates Corp | 306,269 | $3.17M | 0.00% | −283,584−48.1% | Reduced |
| Triasima Portfolio Management inc. | 311,979 | $3.23M | 0.63% | +23,755+8.2% | Added |
| Marex Group plc | 312,782 | $3.24M | 0.06% | +269,782+627.4% | Added |
| BBR Partners, LLC | 316,026 | $3.27M | 0.23% | 00.0% | Unchanged |
| VPR Management LLC | 322,600 | $3.34M | 1.74% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 322,956 | $3.35M | 0.09% | +294,179+1,022.3% | Added |
| Acadian Asset Management LLC | 329,388 | $3.41M | 0.01% | −5,329,351−94.2% | Reduced |
| Raymond James Financial Inc | 337,748 | $3.50M | 0.00% | +337,748 | New |
| Bank of Montreal | 338,724 | $3.51M | 0.00% | −949,239−73.7% | Reduced |
| Baader Bank INC | 355,332 | $3.68M | 0.34% | +58,183+19.6% | Added |
| Parametrica Management Ltd | 362,413 | $3.75M | 4.96% | +84,050+30.2% | Added |
| Caisse de Depot Et Placement du Quebec | 376,083 | $3.90M | 0.01% | −4,905,818−92.9% | Reduced |
| BTG Pactual Asset Management US LLC | 385,544 | $3.99M | 0.52% | −199,974−34.2% | Reduced |
| Virtu Financial LLC | 386,645 | $4.01M | 0.21% | +353,914+1,081.3% | Added |
| Utah Retirement Systems | 389,161 | $4.03M | 0.04% | +27,360+7.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 393,738 | $4.08M | 0.03% | −265,246−40.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 397,377 | $4.12M | 0.01% | +17,673+4.7% | Added |
| Creative Planning | 405,364 | $4.20M | 0.00% | −440,273−52.1% | Reduced |
| Varma Mutual Pension Insurance Co | 419,900 | $4.35M | 0.03% | +419,900 | New |
| In-Depth Partners, LLC | 423,218 | $4.38M | 4.65% | +78,636+22.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 611,342 | $4.40M | 0.02% | +175,579+40.3% | Added |
| Proem Advisors LLC | 425,000 | $4.40M | 2.01% | +425,000 | New |
| Prudential PLC | 425,838 | $4.41M | 0.02% | +121,881+40.1% | Added |
| Xponance, Inc. | 426,390 | $4.42M | 0.04% | +29,391+7.4% | Added |
| Sora Investors LLC | 428,570 | $4.44M | 0.49% | +428,570 | New |
| Wolverine Trading, LLC | 417,224 | $4.44M | 0.10% | +417,224 | New |
| Asset Management One Co.,Ltd. | 436,098 | $4.50M | 0.02% | +66,788+18.1% | Added |
| Cache Advisors, LLC | 441,918 | $4.58M | 1.91% | +441,918 | New |
| Exchange Traded Concepts, LLC | 451,404 | $4.68M | 0.10% | −43,361−8.8% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 467,255 | $4.84M | 0.14% | +467,255 | New |
| Pathstone Holdings, LLC | 468,915 | $4.86M | 0.02% | −31,935−6.4% | Reduced |
| Point72 (DIFC) Ltd | 472,235 | $4.89M | 0.44% | +472,235 | New |
| Oak Grove Capital LLC | 473,082 | $4.90M | 0.98% | +237,775+101.0% | Added |
| BNP Paribas | 492,946 | $5.11M | 0.21% | −215,808−30.4% | Reduced |
| Manufacturers Life Insurance Company, The | 495,122 | $5.13M | 0.00% | −114,587−18.8% | Reduced |
| Graham Capital Management, L.P. | 510,147 | $5.29M | 0.16% | +480,147+1,600.5% | Added |
| Capital International Inc | 512,723 | $5.31M | 0.06% | −147,414−22.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 501,000 | $5.33M | 0.02% | +82,200+19.6% | Added |
| Sterling Capital Management LLC | 525,123 | $5.44M | 0.07% | +78,337+17.5% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 540,291 | $5.60M | 0.03% | +540,291 | New |
| Gilder Gagnon Howe & Co LLC | 545,279 | $5.65M | 0.06% | −7,998−1.4% | Reduced |