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 |
|---|---|---|---|---|---|
| Canton Hathaway, LLC | 6,157 | $64.0K | 0.02% | −683−10.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,061 | $62.8K | 0.00% | −3,924−39.3% | Reduced |
| Whipplewood Advisors, LLC | 5,995 | $62.1K | 0.04% | +5,995 | New |
| Smartleaf Asset Management LLC | 5,776 | $61.5K | 0.01% | −431−6.9% | Reduced |
| Ancora Advisors, LLC | 5,712 | $59.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,692 | $59.0K | 0.00% | −15,908−73.6% | Reduced |
| Cliffwater LLC | 5,472 | $56.7K | 0.01% | +5,472 | New |
| Harvest Fund Management Co., Ltd | 5,304 | $55.0K | 0.00% | −37,006−87.5% | Reduced |
| Campbell Capital Management Inc | 5,000 | $51.8K | 0.02% | +5,000 | New |
| TD Waterhouse Canada Inc. | 4,900 | $50.8K | 0.00% | +3,215+190.8% | Added |
| Orion Capital Management LLC | 4,800 | $49.7K | 0.02% | +4,800 | New |
| WPG Advisers, LLC | 4,680 | $48.5K | 0.05% | +4,680 | New |
| Quadrant Capital Group LLC | 4,339 | $45.0K | 0.00% | −192−4.2% | Reduced |
| Signaturefd, LLC | 3,835 | $39.7K | 0.00% | −7,755−66.9% | Reduced |
| GeoWealth Management, LLC | 3,576 | $37.0K | 0.00% | +304+9.3% | Added |
| GAMMA Investing LLC | 3,327 | $34.5K | 0.00% | −792−19.2% | Reduced |
| Turim 21 Investimentos Ltda. | 2,450 | $32.4K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 3,000 | $31.1K | 0.03% | +2,500+500.0% | Added |
| Global Retirement Partners, LLC | 2,920 | $30.3K | 0.00% | −722−19.8% | Reduced |
| Richards, Merrill & Peterson, Inc. | 2,865 | $29.7K | 0.02% | +2,865 | New |
| Massmutual Trust Co FSB | 2,520 | $26.1K | 0.00% | +604+31.5% | Added |
| Anchor Investment Management, LLC | 2,400 | $24.9K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,850 | $24.5K | 0.01% | +1,850 | New |
| Clearstead Advisors, LLC | 2,246 | $23.3K | 0.00% | −192−7.9% | Reduced |
| Asset Dedication, LLC | 2,213 | $22.9K | 0.00% | +1,056+91.3% | Added |
| Optiver Holding B.V. | 2,135 | $22.1K | 0.00% | +2,135 | New |
| PFS Partners, LLC | 2,018 | $20.9K | 0.01% | +18+0.9% | Added |
| MPWM Advisory Solutions, LLC | 2,000 | $20.7K | 0.02% | +2,000 | New |
| First Horizon Advisors, Inc. | 1,953 | $20.2K | 0.00% | −445−18.6% | Reduced |
| West Oak Capital, LLC | 1,950 | $20.2K | 0.01% | +1,950 | New |
| Farther Finance Advisors, LLC | 1,858 | $19.2K | 0.00% | +422+29.4% | Added |
| TFC Financial Management | 1,789 | $18.5K | 0.00% | +160+9.8% | Added |
| Aventura Private Wealth, LLC | 1,695 | $17.6K | 0.01% | +1,695 | New |
| Kieckhefer Group LLC | 1,683 | $17.4K | 0.01% | +1,683 | New |
| Fifth Third Bancorp | 1,633 | $16.9K | 0.00% | −5,655−77.6% | Reduced |
| Larson Financial Group LLC | 1,544 | $16.0K | 0.00% | +352+29.5% | Added |
| Toth Financial Advisory Corp | 1,520 | $15.7K | 0.00% | −2,500−62.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,519 | $15.7K | 0.01% | +19+1.3% | Added |
| Hexagon Capital Partners LLC | 1,499 | $15.5K | 0.00% | +1,499 | New |
| Wingate Wealth Advisors, Inc. | 1,485 | $15.4K | 0.02% | +1,485 | New |
| Versant Capital Management, Inc | 1,470 | $15.2K | 0.00% | −124−7.8% | Reduced |
| Geneos Wealth Management Inc. | 1,455 | $15.1K | 0.00% | −821−36.1% | Reduced |
| Sittner & Nelson, LLC | 1,300 | $13.5K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,300 | $13.5K | 0.00% | +1,300 | New |
| Bryn Mawr Trust Co | 1,294 | $13.4K | 0.00% | −9,533−88.0% | Reduced |
| Kestra Investment Management, LLC | 1,281 | $13.3K | 0.00% | +1,281 | New |
| EverSource Wealth Advisors, LLC | 1,226 | $12.7K | 0.00% | +684+126.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,019 | $12.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,078 | $11.2K | 0.00% | −3,523−76.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,100 | $11.0K | 0.01% | +1,100 | New |
| IFG Advisory, LLC | 11,000 | $11.0K | 0.00% | +11,000 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,050 | $10.9K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 1,000 | $10.4K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 986 | $10.2K | 0.00% | +986 | New |
| Lindbrook Capital, LLC | 959 | $9.94K | 0.00% | −735−43.4% | Reduced |
| Quent Capital, LLC | 923 | $9.56K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 921 | $9.54K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 882 | $9.14K | 0.00% | −24−2.6% | Reduced |
| Principal Securities, Inc. | 798 | $8.27K | 0.00% | −88−9.9% | Reduced |
| Allworth Financial LP | 685 | $8.21K | 0.00% | +514+300.6% | Added |
| Global Wealth Strategies & Associates | 750 | $7.77K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 750 | $7.77K | 0.00% | +715+2,042.9% | Added |
| Compass Wealth Management LLC | 725 | $7.51K | 0.00% | +725 | New |
| HM Payson & Co | 676 | $7.00K | 0.00% | 00.0% | Unchanged |
| Finley Financial, LLC | 570 | $6.50K | 0.00% | +570 | New |
| Winch Advisory Services, LLC | 600 | $6.22K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 572 | $5.93K | 0.00% | +572 | New |
| Colonial Trust Co | 565 | $5.85K | 0.00% | +565 | New |
| Spire Wealth Management | 525 | $5.44K | 0.00% | +125+31.3% | Added |
| Coppell Advisory Solutions LLC | 493 | $5.25K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 485 | $5.03K | 0.00% | −1,733−78.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 400 | $4.14K | 0.00% | +400 | New |
| Avion Wealth | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 325 | $3.37K | 0.00% | −257−44.2% | Reduced |
| Raffa Wealth Management, LLC | 321 | $3.33K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 300 | $3.11K | 0.00% | +300 | New |
| Hemington Wealth Management | 370 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 247 | $2.63K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 231 | $2.39K | 0.00% | +231 | New |
| Ritter Daniher Financial Advisory LLC | 200 | $2.07K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 198 | $2.05K | 0.00% | −1,376−87.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 160 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 162 | $1.68K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 160 | $1.66K | 0.00% | −28−14.9% | Reduced |
| Central Trust Co | 140 | $1.45K | 0.00% | +140 | New |
| Creative Financial Designs Inc | 136 | $1.41K | 0.00% | +136 | New |
| WR Wealth Planners, LLC | 126 | $1.30K | 0.00% | +126 | New |
| TD Private Client Wealth LLC | 116 | $1.20K | 0.00% | −354−75.3% | Reduced |
| New Millennium Group LLC | 116 | $1.20K | 0.00% | +116 | New |
| Skopos Labs, Inc. | 112 | $1.16K | 0.00% | +109+3,633.3% | Added |
| West Paces Advisors Inc. | 100 | $1.04K | 0.00% | +100 | New |
| Transce3nd, LLC | 100 | $1.04K | 0.00% | +100 | New |
| Sierra Ocean, LLC | 92 | $953 | 0.00% | +92 | New |
| CoreCap Advisors, LLC | 75 | $777 | 0.00% | −405−84.4% | Reduced |
| Van Hulzen Asset Management, LLC | 67 | $695 | 0.00% | +67 | New |
| Financial Management Professionals, Inc. | 65 | $673 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 63 | $653 | 0.00% | −13−17.1% | Reduced |
| Kimelman & Baird, LLC | 55 | $570 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $518 | 0.00% | +50 | New |
| Continuum Advisory, LLC | 43 | $445 | 0.00% | 00.0% | Unchanged |