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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 21,784 | $225.7K | 0.00% | +1,011+4.9% | Added |
| Transcend Wealth Collective, LLC | 21,558 | $223.3K | 0.02% | +4,000+22.8% | Added |
| Americana Partners, LLC | 21,418 | $221.9K | 0.01% | +5,463+34.2% | Added |
| Antipodes Partners Ltd | 21,156 | $219.2K | 0.01% | +5,739+37.2% | Added |
| Evergreen Capital Management LLC | 21,106 | $218.7K | 0.01% | −14,898−41.4% | Reduced |
| Fiduciary Trust Co | 20,753 | $215.0K | 0.00% | +20,753 | New |
| Savant Capital, LLC | 20,391 | $211.3K | 0.00% | +5,693+38.7% | Added |
| 1858 Wealth Management, LLC | 20,190 | $209.2K | 0.17% | +20,190 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,335 | $200.3K | 0.01% | −1,888−8.9% | Reduced |
| Axq Capital, LP | 19,093 | $197.8K | 0.09% | +19,093 | New |
| Banco Santander, S.A. | 18,995 | $196.8K | 0.00% | −1,789−8.6% | Reduced |
| Metis Global Partners, LLC | 18,845 | $195.2K | 0.01% | +1,783+10.5% | Added |
| Venturi Wealth Management, LLC | 18,622 | $192.9K | 0.01% | −5,983−24.3% | Reduced |
| Cary Street Partners Financial LLC | 18,561 | $192.3K | 0.01% | +18,561 | New |
| Covenant Partners, LLC | 18,210 | $188.7K | 0.06% | −18,816−50.8% | Reduced |
| Assetmark, Inc | 18,019 | $186.7K | 0.00% | +2,744+18.0% | Added |
| Pinnacle Associates Ltd | 17,970 | $186.2K | 0.00% | +17,970 | New |
| HB Wealth Management, LLC | 17,668 | $183.0K | 0.00% | +1,852+11.7% | Added |
| Mesirow Financial Investment Management, Inc. | 17,347 | $179.7K | 0.00% | −3,980−18.7% | Reduced |
| Emerald Mutual Fund Advisers Trust | 17,299 | $179.2K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 17,105 | $177.2K | 0.00% | +15,754+1,166.1% | Added |
| Shufro Rose & Co LLC | 17,045 | $176.6K | 0.01% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 16,689 | $172.9K | 0.00% | +16,689 | New |
| Northwest Wealth Management, LLC | 16,637 | $172.4K | 0.04% | +16,637 | New |
| Aptus Capital Advisors, LLC | 16,476 | $170.7K | 0.00% | −588−3.4% | Reduced |
| Parus Finance (UK) Ltd | 16,336 | $169.2K | 0.05% | −21,750−57.1% | Reduced |
| OneAscent Financial Services LLC | 16,294 | $169.0K | 0.01% | +2,043+14.3% | Added |
| Gibbs Wealth Management | 16,291 | $168.8K | 0.05% | +16,291 | New |
| LRI Investments, LLC | 16,200 | $167.8K | 0.02% | −8,783−35.2% | Reduced |
| Kolinsky Wealth Management, LLC | 15,961 | $165.4K | 0.10% | −5,126−24.3% | Reduced |
| Proequities, Inc. | 13,470 | $161.5K | 0.01% | +13,470 | New |
| Granite Group Advisors, LLC | 15,429 | $159.8K | 0.10% | −4,200−21.4% | Reduced |
| Merit Financial Group, LLC | 15,309 | $158.6K | 0.00% | +15,309 | New |
| Tradition Wealth Management, LLC | 15,230 | $157.8K | 0.01% | +15,230 | New |
| Tempus Wealth Planning, LLC | 15,229 | $157.8K | 0.05% | +15,229 | New |
| BIT Capital GmbH | 15,163 | $157.1K | 0.01% | −4,559,899−99.7% | Reduced |
| Bleakley Financial Group, LLC | 15,144 | $156.9K | 0.00% | −2,913−16.1% | Reduced |
| Buckingham Strategic Partners | 15,136 | $156.8K | 0.00% | +15,136 | New |
| Los Angeles Capital Management LLC | 14,862 | $154.0K | 0.00% | 00.0% | Unchanged |
| Park National Corp | 14,783 | $153.2K | 0.01% | −3,687−20.0% | Reduced |
| Blueshift Asset Management, LLC | 14,733 | $152.6K | 0.06% | +14,733 | New |
| Alliance Wealth Advisors, LLC | 14,708 | $152.4K | 0.04% | +14,708 | New |
| Perigon Wealth Management, LLC | 13,505 | $152.3K | 0.00% | +1,216+9.9% | Added |
| Congress Wealth Management LLC | 14,688 | $152.2K | 0.00% | −2,430−14.2% | Reduced |
| Q Capital Solutions | 14,500 | $150.2K | 0.06% | +14,500 | New |
| Carolina Wealth Advisors, LLC | 14,442 | $149.6K | 0.08% | +11,228+349.3% | Added |
| Cantor Fitzgerald, L. P. | 14,274 | $149.5K | 0.01% | +14,274 | New |
| Private Wealth Partners, LLC | 13,900 | $144.0K | 0.01% | 00.0% | Unchanged |
| Matrix Trust Co | 13,770 | $143.0K | 0.02% | +13,770 | New |
| James Investment Research Inc | 13,743 | $142.4K | 0.02% | +13,743 | New |
| Vise Technologies, Inc. | 13,725 | $142.2K | 0.01% | +46+0.3% | Added |
| Whitford Management LLC | 13,680 | $141.7K | 0.04% | +13,680 | New |
| American Trust | 13,610 | $141.0K | 0.01% | −3,313−19.6% | Reduced |
| Janney Montgomery Scott LLC | 13,650 | $141.0K | 0.00% | +13,650 | New |
| Agf Management Ltd | 13,451 | $139.4K | 0.00% | +13,451 | New |
| Good Life Advisors, LLC | 13,275 | $137.5K | 0.01% | +13,275 | New |
| Fortis Capital Management LLC | 13,248 | $137.3K | 0.03% | +197+1.5% | Added |
| Northwestern Mutual Wealth Management Co | 13,151 | $136.2K | 0.00% | +103+0.8% | Added |
| Numerai GP LLC | 13,121 | $135.9K | 0.04% | +13,121 | New |
| Wexford Capital LP | 12,626 | $130.8K | 0.03% | +12,626 | New |
| Stratos Wealth Partners, LTD. | 12,485 | $129.3K | 0.00% | −465−3.6% | Reduced |
| Harbour Investment Management LLC | 12,458 | $129.1K | 0.06% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 12,481 | $129.0K | 0.05% | +760+6.5% | Added |
| Parallel Advisors, LLC | 12,131 | $125.7K | 0.00% | −5,065−29.5% | Reduced |
| AlTi Global, Inc. | 11,858 | $122.8K | 0.00% | +11,858 | New |
| Portside Wealth Group, LLC | 11,689 | $121.1K | 0.02% | +11,689 | New |
| ASB Consultores, LLC | 11,552 | $119.7K | 0.05% | 00.0% | Unchanged |
| Matauro, LLC | 11,539 | $119.5K | 0.03% | +11,539 | New |
| Boothbay Fund Management, LLC | 11,369 | $117.8K | 0.00% | −6,133−35.0% | Reduced |
| Rothschild Investment LLC | 11,346 | $117.5K | 0.01% | +1,633+16.8% | Added |
| Dynamic Technology Lab Private Ltd | 11,153 | $116.0K | 0.02% | −68,205−85.9% | Reduced |
| United Capital Financial Advisers, LLC | 11,162 | $115.6K | 0.00% | −37,896−77.2% | Reduced |
| Covestor Ltd | 10,976 | $114.0K | 0.07% | +291+2.7% | Added |
| TriaGen Wealth Management LLC | 11,000 | $114.0K | 0.04% | −15,243−58.1% | Reduced |
| Stokes Family Office, LLC | 11,000 | $114.0K | 0.01% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 11,000 | $113.6K | 0.02% | +11,000 | New |
| Stonekeep Investments, LLC | 10,952 | $113.5K | 0.08% | −935−7.9% | Reduced |
| Kovack Advisors, Inc. | 10,750 | $111.4K | 0.01% | +10,750 | New |
| Baird Financial Group, Inc. | 10,749 | $111.4K | 0.00% | +10,749 | New |
| Delta Asset Management LLC | 10,740 | $111.3K | 0.01% | −11,260−51.2% | Reduced |
| Paradice Investment Management LLC | 10,696 | $110.8K | 0.02% | +10,696 | New |
| Tectonic Advisors LLC | 10,676 | $110.6K | 0.01% | +10,676 | New |
| CAPROCK Group, Inc. | 10,517 | $109.0K | 0.00% | −4,298−29.0% | Reduced |
| Lakeshore Financial Planning, Inc. | 10,500 | $108.8K | 0.05% | +10,500 | New |
| Umb Bank N A | 10,437 | $108.1K | 0.00% | −1,242−10.6% | Reduced |
| Jessup Wealth Management, Inc | 10,289 | $106.6K | 0.05% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 10,287 | $106.6K | 0.00% | −1,486−12.6% | Reduced |
| Steel Peak Wealth Management LLC | 10,132 | $105.0K | 0.00% | +10,132 | New |
| Chicago Trust Co NA | 10,055 | $104.2K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 10,000 | $103.6K | 0.09% | −31−0.3% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 9,600 | $102.2K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 9,153 | $94.8K | 0.01% | −5,440−37.3% | Reduced |
| Quarry LP | 9,095 | $94.2K | 0.02% | +1,205+15.3% | Added |
| Berbice Capital Management LLC | 9,000 | $93.2K | 0.07% | +9,000 | New |
| MAI Capital Management | 8,984 | $93.1K | 0.00% | +8,984 | New |
| Ridgewood Investments LLC | 8,764 | $90.8K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 8,000 | $82.9K | 0.02% | −100−1.2% | Reduced |
| Ethos Financial Group, LLC | 7,873 | $81.6K | 0.01% | +7,873 | New |
| Washington Trust Co | 6,775 | $70.2K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 6,698 | $69.4K | 0.02% | 00.0% | Unchanged |