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; 861 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 | 861 | $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 |
|---|---|---|---|---|---|
| JT Stratford LLC | 177,546 | $1.84M | 0.30% | +2,085+1.2% | Added |
| Boston Private Wealth LLC | 177,349 | $1.84M | 0.03% | +177,349 | New |
| Daiwa Securities Group Inc. | 177,224 | $1.84M | 0.01% | −234,946−57.0% | Reduced |
| Mercer Global Advisors Inc | 177,174 | $1.84M | 0.00% | +164,001+1,245.0% | Added |
| Schwartz Investment Counsel Inc | 174,500 | $1.81M | 0.07% | +46,200+36.0% | Added |
| Tocqueville Asset Management L.P. | 172,124 | $1.78M | 0.03% | +172,124 | New |
| Anthracite Investment Company, Inc. | 170,000 | $1.76M | 0.88% | +170,000 | New |
| Liontrust Investment Partners LLP | 168,000 | $1.74M | 0.03% | +83,000+97.6% | Added |
| SBI Securities Co., Ltd. | 167,716 | $1.74M | 0.05% | +167,716 | New |
| Fort Washington Investment Advisors Inc | 165,942 | $1.72M | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 164,425 | $1.70M | 0.02% | +62,390+61.1% | Added |
| Ethic Inc. | 162,144 | $1.68M | 0.03% | +25,979+19.1% | Added |
| Prudential Financial Inc | 116,010 | $1.63M | 0.00% | −57,887−33.3% | Reduced |
| The PNC Financial Services Group, Inc. | 156,461 | $1.62M | 0.00% | −35,181−18.4% | Reduced |
| RPg Family Wealth Advisory, LLC | 155,338 | $1.61M | 0.57% | −72,295−31.8% | Reduced |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 145,000 | $1.54M | 0.11% | +45,000+45.0% | Added |
| CIBC Asset Management Inc | 148,023 | $1.53M | 0.01% | +213+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 147,904 | $1.53M | 0.01% | −220,159−59.8% | Reduced |
| Captrust Financial Advisors | 143,441 | $1.49M | 0.00% | −40,194−21.9% | Reduced |
| Bessemer Group Inc | 141,860 | $1.47M | 0.00% | −25,195−15.1% | Reduced |
| Commonwealth Equity Services, LLC | 141,598 | $1.47M | 0.00% | −10,834−7.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 138,996 | $1.44M | 0.01% | +7,860+6.0% | Added |
| Pitcairn Co | 135,860 | $1.41M | 0.08% | −15,270−10.1% | Reduced |
| 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 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 131,821 | $1.38M | 0.01% | +104,080+375.2% | Added |
| Jefferies Financial Group Inc. | 129,103 | $1.34M | 0.01% | +129,103 | New |
| HighVista Strategies LLC | 125,061 | $1.30M | 0.48% | +8,300+7.1% | Added |
| Whittier Trust Co | 121,513 | $1.26M | 0.02% | +40,717+50.4% | Added |
| Tower Research Capital LLC (TRC) | 121,221 | $1.26M | 0.02% | −97,536−44.6% | Reduced |
| Advisor Group Holdings, Inc. | 119,006 | $1.23M | 0.00% | −20,522−14.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 118,897 | $1.23M | 0.00% | −26,285−18.1% | Reduced |
| TPG Financial Advisors, LLC | 114,911 | $1.19M | 0.52% | 00.0% | Unchanged |
| Millennium Management LLC | 114,592 | $1.19M | 0.00% | −302,566−72.5% | Reduced |
| Crossmark Global Holdings, Inc. | 113,692 | $1.18M | 0.02% | +2,151+1.9% | Added |
| Jane Street Group, LLC | 112,747 | $1.17M | 0.00% | −110,032−49.4% | Reduced |
| STRS Ohio | 111,368 | $1.15M | 0.00% | +38,006+51.8% | Added |
| Hantz Financial Services, Inc. | 109,929 | $1.14M | 0.02% | +109,929 | New |
| Circle Wealth Management, LLC | 109,742 | $1.14M | 0.02% | +5,674+5.5% | Added |
| Trustees of Columbia University in the City of New York | 108,588 | $1.12M | 0.18% | +108,588 | New |
| Adalta Capital Management LLC | 106,500 | $1.10M | 0.58% | +22,950+27.5% | Added |
| Mount Yale Investment Advisors, LLC | 105,333 | $1.09M | 0.09% | −27,276−20.6% | Reduced |
| SRN Advisors, LLC | 105,157 | $1.09M | 0.97% | +20,000+23.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 105,000 | $1.09M | 0.00% | −668,833−86.4% | Reduced |
| First Hawaiian Bank | 102,786 | $1.06M | 0.03% | +14,752+16.8% | Added |
| Truist Financial Corp | 102,755 | $1.06M | 0.00% | −68,254−39.9% | Reduced |
| Paragon Capital Management Inc | 101,565 | $1.05M | 0.82% | +101,565 | New |
| Shelton Wealth Management, LLC | 101,506 | $1.05M | 0.58% | +4,993+5.2% | Added |
| Hiddenite Capital Partners LP | 100,000 | $1.04M | 0.71% | +100,000 | New |
| Erste Asset Management GmbH | 100,000 | $1.03M | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 98,211 | $1.02M | 0.00% | −951−1.0% | Reduced |
| Glenmede Trust Co NA | 97,704 | $1.01M | 0.01% | −23,594−19.5% | Reduced |
| TownSquare Capital, LLC | 94,650 | $980.6K | 0.01% | +80,199+555.0% | Added |
| Janus Henderson Group PLC | 93,428 | $968.3K | 0.00% | −2,495−2.6% | Reduced |
| Clearbridge Investments, LLC | 91,871 | $951.8K | 0.00% | +91,871 | New |
| Yousif Capital Management, LLC | 91,504 | $948.0K | 0.01% | +720+0.8% | Added |
| Sciencast Management LP | 91,387 | $946.8K | 0.26% | +91,387 | New |
| Corebridge Financial, Inc. | 91,301 | $945.9K | 0.01% | −5,680−5.9% | Reduced |
| Aigen Investment Management, LP | 91,055 | $943.3K | 0.17% | +31,393+52.6% | Added |
| MML Investors Services, LLC | 90,642 | $939.0K | 0.00% | −27,960−23.6% | Reduced |
| Snowden Capital Advisors LLC | 89,356 | $925.7K | 0.03% | −14,435−13.9% | Reduced |
| CastleKnight Management LP | 85,600 | $886.8K | 0.10% | 00.0% | Unchanged |
| Qtron Investments LLC | 83,139 | $861.3K | 0.12% | +83,139 | New |
| Caitong International Asset Management Co., Ltd | 80,650 | $835.5K | 0.82% | +80,650 | New |
| Cigna Investments Inc | 80,111 | $830.0K | 0.15% | −4,777−5.6% | Reduced |
| Private Advisor Group, LLC | 79,831 | $827.1K | 0.00% | +27,456+52.4% | Added |
| Atria Investments LLC | 79,825 | $827.0K | 0.01% | −27,763−25.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 79,728 | $826.0K | 0.00% | −25,897−24.5% | Reduced |
| DekaBank Deutsche Girozentrale | 79,585 | $822.0K | 0.00% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 78,957 | $818.0K | 0.08% | 00.0% | Unchanged |
| Leonteq Securities AG | 78,895 | $817.4K | 0.08% | +63,521+413.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 77,754 | $805.5K | 0.00% | +65,743+547.4% | Added |
| Harbour Capital Advisors, LLC | 73,325 | $804.4K | 0.18% | −2,875−3.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 76,033 | $787.7K | 0.01% | −21,648−22.2% | Reduced |
| Avantax Advisory Services, Inc. | 75,944 | $786.8K | 0.00% | −29,500−28.0% | Reduced |
| Frank, Rimerman Advisors LLC | 75,175 | $778.8K | 0.06% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 74,332 | $770.1K | 0.31% | +2,987+4.2% | Added |
| MRP Capital Investments, LLC | 73,650 | $763.0K | 0.69% | −5,450−6.9% | Reduced |
| Resources Investment Advisors, LLC. | 73,326 | $759.7K | 0.01% | +46,849+176.9% | Added |
| IFM Investors Pty Ltd | 73,251 | $758.9K | 0.01% | −27,747−27.5% | Reduced |
| Vident Advisory, LLC | 72,955 | $755.8K | 0.01% | +52,804+262.0% | Added |
| RSM US Wealth Management LLC | 70,788 | $752.9K | 0.01% | −17,176−19.5% | Reduced |
| Malaga Cove Capital, LLC | 71,847 | $744.3K | 0.29% | +48,901+213.1% | Added |
| J.Safra Asset Management Corp | 69,669 | $742.0K | 0.06% | +17,299+33.0% | Added |
| Connable Office Inc | 71,487 | $740.6K | 0.08% | −18,970−21.0% | Reduced |
| NewEdge Wealth, LLC | 71,238 | $738.0K | 0.01% | +1,690+2.4% | Added |
| LWM Advisory Services, LLC | 69,425 | $719.2K | 0.50% | 00.0% | Unchanged |
| Quantbot Technologies LP | 68,782 | $712.6K | 0.03% | −126,926−64.9% | Reduced |
| Salvus Wealth Management, LLC | 67,000 | $694.1K | 0.44% | 00.0% | Unchanged |
| LMR Partners LLP | 66,159 | $685.4K | 0.01% | +66,159 | New |
| Citizens Financial Group Inc | 66,138 | $685.2K | 0.01% | −1,220−1.8% | Reduced |
| Legacy Bridge, LLC | 65,800 | $681.7K | 0.36% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 65,479 | $678.4K | 0.01% | +10,782+19.7% | Added |
| Emerald Advisers, LLC | 64,531 | $668.5K | 0.03% | +10,481+19.4% | Added |
| Dark Forest Capital Management LP | 63,937 | $662.4K | 0.10% | +41,951+190.8% | Added |
| Sand Hill Global Advisors, LLC | 63,884 | $661.8K | 0.03% | −1,408−2.2% | Reduced |
| Old Mission Capital LLC | 63,876 | $661.8K | 0.02% | +63,876 | New |
| IFP Advisors, Inc | 63,689 | $659.8K | 0.02% | +20,385+47.1% | Added |
| Harbour Investments, Inc. | 63,338 | $656.2K | 0.02% | +4,069+6.9% | Added |
| Teza Capital Management LLC | 61,388 | $636.0K | 0.10% | +61,388 | New |