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 |
|---|---|---|---|---|---|
| Wedbush Securities Inc | 59,946 | $621.0K | 0.02% | +398+0.7% | Added |
| Knollwood Investment Advisory, LLC | 59,800 | $619.5K | 0.06% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 59,427 | $615.7K | 0.01% | +37,264+168.1% | Added |
| ABN AMRO Bank N.V. | 59,436 | $609.0K | 0.01% | −3,758−5.9% | Reduced |
| Integrated Wealth Concepts LLC | 58,652 | $607.6K | 0.01% | +33,455+132.8% | Added |
| William Marsh Rice University | 58,616 | $607.3K | 0.28% | +58,616 | New |
| Empire Financial Management Company, LLC | 58,606 | $607.2K | 0.19% | +58,606 | New |
| Impact Partnership Wealth, LLC | 57,691 | $597.7K | 0.12% | +8,467+17.2% | Added |
| Shell Asset Management Co | 57,628 | $597.0K | 0.03% | +57,628 | New |
| Compass Group LLC | 57,457 | $595.3K | 3.38% | +38,518+203.4% | Added |
| SkyView Investment Advisors, LLC | 57,249 | $593.0K | 0.09% | +57,249 | New |
| Redwood Wealth Management Group, LLC | 56,250 | $582.2K | 0.28% | +56,250 | New |
| Gsa Capital Partners LLP | 56,025 | $580.0K | 0.04% | +42,343+309.5% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 52,245 | $578.9K | 0.27% | +1,000+2.0% | Added |
| Guggenheim Capital LLC | 55,194 | $571.8K | 0.00% | +26,886+95.0% | Added |
| Prelude Capital Management, LLC | 55,000 | $569.8K | 0.05% | +25,000+83.3% | Added |
| Avestar Capital, LLC | 53,809 | $557.5K | 0.05% | +1,353+2.6% | Added |
| CWM, LLC | 53,500 | $554.0K | 0.00% | +5,851+12.3% | Added |
| Whittier Trust Co of Nevada Inc | 53,200 | $551.1K | 0.01% | +12,195+29.7% | Added |
| Dnca Finance | 53,000 | $549.1K | 0.04% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 52,022 | $538.9K | 0.11% | −10,122−16.3% | Reduced |
| Rakuten Securities, Inc. | 50,158 | $519.6K | 0.20% | +26,191+109.3% | Added |
| Siren, L.L.C. | 50,000 | $518.0K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 49,882 | $516.8K | 0.14% | −524−1.0% | Reduced |
| Penbrook Management LLC | 49,690 | $514.8K | 0.35% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 49,136 | $509.0K | 0.12% | −9,650−16.4% | Reduced |
| Walleye Capital LLC | 48,951 | $507.1K | 0.00% | −83,165−62.9% | Reduced |
| C WorldWide Group Holding A/S | 48,954 | $507.0K | 0.01% | −1,467−2.9% | Reduced |
| Princeton Capital Management LLC | 48,702 | $504.6K | 0.16% | +34,479+242.4% | Added |
| Hamilton Capital Partners Inc. | 48,600 | $503.5K | 0.04% | +14,000+40.5% | Added |
| Ossiam | 47,807 | $495.3K | 0.01% | −6,504−12.0% | Reduced |
| PEAK6 LLC | 47,150 | $488.5K | 0.02% | +47,150 | New |
| Scientech Research LLC | 47,031 | $487.2K | 0.14% | −56,686−54.7% | Reduced |
| MBM Wealth Consultants, LLC | 45,728 | $486.1K | 0.14% | +45,728 | New |
| Simplex Trading, LLC | 45,774 | $474.0K | 0.01% | +45,774 | New |
| Kestra Advisory Services, LLC | 43,290 | $448.5K | 0.00% | +7,294+20.3% | Added |
| HAP Trading, LLC | 43,169 | $447.2K | 0.15% | −12,363−22.3% | Reduced |
| AdvisorNet Financial, Inc | 42,612 | $441.5K | 0.04% | +19,675+85.8% | Added |
| Thoroughbred Financial Services, LLC | 42,545 | $440.0K | 0.03% | −8,514−16.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 42,330 | $438.5K | 0.02% | −1,059−2.4% | Reduced |
| Triumph Capital Management | 41,119 | $426.0K | 0.15% | +21,280+107.3% | Added |
| Blair William & Co | 41,017 | $424.9K | 0.00% | −241−0.6% | Reduced |
| MMBG Investment Advisors Co. | 40,515 | $419.7K | 0.04% | +40,515 | New |
| Cresset Asset Management, LLC | 40,016 | $414.6K | 0.00% | −33,113−45.3% | Reduced |
| Stevens Capital Management LP | 39,248 | $407.0K | 0.16% | +39,248 | New |
| Verdence Capital Advisors LLC | 39,054 | $404.6K | 0.03% | −1,113−2.8% | Reduced |
| Ellevest, Inc. | 38,887 | $402.9K | 0.02% | −1,990−4.9% | Reduced |
| Exencial Wealth Advisors, LLC | 38,659 | $400.5K | 0.01% | −40−0.1% | Reduced |
| PharVision Advisers, LLC | 38,517 | $399.0K | 0.34% | +38,517 | New |
| Gladstone Institutional Advisory LLC | 37,992 | $393.6K | 0.02% | +21,592+131.7% | Added |
| Atomi Financial Group, Inc. | 37,809 | $391.7K | 0.02% | −4,989−11.7% | Reduced |
| Cornerstone Wealth Group, LLC | 37,727 | $390.9K | 0.03% | +24+0.1% | Added |
| Balyasny Asset Management LLC | 37,369 | $387.1K | 0.00% | +37,369 | New |
| PFG Investments, LLC | 36,990 | $383.2K | 0.02% | +3,961+12.0% | Added |
| IPG Investment Advisors LLC | 36,852 | $381.8K | 0.09% | +100+0.3% | Added |
| Marcum Wealth, LLC | 36,392 | $377.0K | 0.03% | −829−2.2% | Reduced |
| State of Wyoming | 36,346 | $376.5K | 0.05% | +2,120+6.2% | Added |
| XTX Topco Ltd | 35,718 | $370.0K | 0.03% | −33,096−48.1% | Reduced |
| Platform Technology Partners | 35,690 | $369.7K | 0.11% | +21+0.1% | Added |
| Quantinno Capital Management LP | 35,641 | $369.2K | 0.00% | −28,515−44.4% | Reduced |
| Seldon Capital LP | 35,325 | $366.0K | 0.15% | +21,105+148.4% | Added |
| 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 |
| Capital International Sarl | 34,995 | $362.5K | 0.01% | −3,680−9.5% | Reduced |
| JustInvest LLC | 34,305 | $355.4K | 0.01% | −7,794−18.5% | Reduced |
| FDx Advisors, Inc. | 34,294 | $355.0K | 0.10% | −6,321−15.6% | Reduced |
| Advisors Asset Management, Inc. | 33,479 | $346.8K | 0.01% | −1,355−3.9% | Reduced |
| Accuvest Global Advisors | 33,414 | $346.2K | 0.48% | +6,730+25.2% | Added |
| Prasad Wealth Partners, LLC | 33,376 | $345.8K | 0.11% | +33,376 | New |
| Financial Advocates Investment Management | 33,116 | $343.1K | 0.02% | −5,039−13.2% | Reduced |
| Sanctuary Advisors, LLC | 25,400 | $341.4K | 0.00% | −2,734−9.7% | Reduced |
| Nomura Holdings Inc | 31,819 | $329.6K | 0.00% | −6,562−17.1% | Reduced |
| Caption Management, LLC | 31,800 | $329.4K | 0.01% | +31,800 | New |
| Park Avenue Securities LLC | 31,682 | $328.0K | 0.00% | +11,586+57.7% | Added |
| Dakota Wealth Management | 31,381 | $325.1K | 0.01% | −11,117−26.2% | Reduced |
| D.A. Davidson & Co. | 31,060 | $321.8K | 0.00% | +14,239+84.7% | Added |
| Financial Perspectives, Inc | 30,567 | $316.7K | 0.11% | +2,415+8.6% | Added |
| Solstein Capital, LLC | 30,400 | $314.9K | 0.18% | 00.0% | Unchanged |
| Verition Fund Management LLC | 30,394 | $314.9K | 0.00% | +30,394 | New |
| Nwam LLC | 30,175 | $312.6K | 0.02% | +4,765+18.8% | Added |
| Segall Bryant & Hamill, LLC | 29,153 | $302.0K | 0.00% | −3,549−10.9% | Reduced |
| Quattro Financial Advisors LLC | 25,000 | $301.0K | 0.08% | 00.0% | Unchanged |
| J. Goldman & Co LP | 28,004 | $290.1K | 0.01% | +28,004 | New |
| SG Americas Securities, LLC | 26,719 | $277.0K | 0.00% | −154,047−85.2% | Reduced |
| Sequoia Financial Advisors, LLC | 26,686 | $276.5K | 0.00% | +14,065+111.4% | Added |
| Insigneo Advisory Services, LLC | 26,574 | $275.3K | 0.03% | −1,380−4.9% | Reduced |
| Harbor Capital Advisors, Inc. | 26,384 | $273.0K | 0.01% | −16,211−38.1% | Reduced |
| Davenport & Co LLC | 25,500 | $264.2K | 0.00% | 00.0% | Unchanged |
| LRT Capital Management, LLC | 25,300 | $262.1K | 0.20% | +25,300 | New |
| Seven Mile Advisory | 24,490 | $253.7K | 0.16% | +5,142+26.6% | Added |
| Cercano Management LLC | 24,359 | $252.4K | 0.01% | +2,052+9.2% | Added |
| Arlington Capital Management, Inc. | 24,042 | $249.1K | 0.17% | +24,042 | New |
| Brown Advisory Inc | 23,707 | $245.6K | 0.00% | +6,191+35.3% | Added |
| Hardman Johnston Global Advisors LLC | 23,370 | $242.1K | 0.01% | −5,510−19.1% | Reduced |
| First Western Trust Bank | 22,904 | $237.3K | 0.01% | +5,276+29.9% | Added |
| Wedmont Private Capital | 21,473 | $235.1K | 0.01% | −3,951−15.5% | Reduced |
| Coldstream Capital Management Inc | 22,468 | $232.8K | 0.00% | −4,049−15.3% | Reduced |
| Krane Funds Advisors LLC | 22,052 | $228.5K | 0.01% | 00.0% | Unchanged |
| Claro Advisors LLC | 21,919 | $227.1K | 0.03% | −757−3.3% | Reduced |
| HighPoint Advisor Group LLC | 16,287 | $227.0K | 0.01% | +2,292+16.4% | Added |