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, Q1 2025
Institutional positions in Nu Holdings Ltd. as of Mar 31, 2025. 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
- 733
- +31 vs. Q4 2024
- Shares held
- 2.81B
- −61.9M (−2.2%) vs. Q4 2024
- Total value
- $28.8B
- −$1.01B (−3.4%) vs. Q4 2024
- New holders
- 135
- 316 more added
- Sold out
- 104
- 199 more reduced
9 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Nu Holdings Ltd.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 1 | $0 | 0.00% | +1 | New |
| Creative Financial Designs Inc | 10 | $102 | 0.00% | −126−92.6% | Reduced |
| North Capital, Inc. | 14 | $143 | 0.00% | +14 | New |
| MV Capital Management, Inc. | 15 | $154 | 0.00% | +12+400.0% | Added |
| Vision Financial Markets LLC | 16 | $164 | 0.00% | +16 | New |
| Private Wealth Asset Management, LLC | 20 | $205 | 0.00% | +20 | New |
| Highline Wealth Partners LLC | 22 | $225 | 0.00% | +22 | New |
| High Note Wealth, LLC | 25 | $256 | 0.00% | +25 | New |
| Mather Group, LLC. | 26 | $266 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 26 | $267 | 0.00% | −6−18.8% | Reduced |
| Perritt Capital Management Inc | 30 | $307 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 35 | $359 | 0.00% | +35 | New |
| WealthTrak Capital Management LLC | 45 | $461 | 0.00% | +25+125.0% | Added |
| American Capital Advisory, LLC | 50 | $512 | 0.00% | +50 | New |
| Kimelman & Baird, LLC | 55 | $564 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 63 | $646 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 74 | $758 | 0.00% | +74 | New |
| Private Trust Co NA | 81 | $829 | 0.00% | +81 | New |
| Sierra Ocean, LLC | 92 | $942 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 100 | $1.02K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 102 | $1.04K | 0.00% | +102 | New |
| CoreCap Advisors, LLC | 104 | $1.06K | 0.00% | +29+38.7% | Added |
| UMA Financial Services, Inc. | 107 | $1.10K | 0.00% | +107 | New |
| Atlantic Trust, LLC | 127 | $1.30K | 0.00% | +127 | New |
| TD Private Client Wealth LLC | 131 | $1.34K | 0.00% | +15+12.9% | Added |
| True Wealth Design, LLC | 153 | $1.57K | 0.00% | +153 | New |
| Cromwell Holdings LLC | 156 | $1.60K | 0.00% | +156 | New |
| Carolinas Wealth Consulting LLC | 160 | $1.64K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 178 | $1.82K | 0.00% | +178 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 160 | $2.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 198 | $2.03K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 200 | $2.05K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 214 | $2.19K | 0.00% | +214 | New |
| Accent Capital Management, LLC | 218 | $2.23K | 0.00% | +218 | New |
| Golden State Wealth Management, LLC | 231 | $2.37K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 247 | $2.53K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 370 | $3.00K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 300 | $3.07K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 321 | $3.29K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 325 | $3.33K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 340 | $3.48K | 0.00% | +340 | New |
| Avion Wealth | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 421 | $4.00K | 0.00% | +421 | New |
| Investment Research & Advisory Group, Inc. | 400 | $4.10K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 405 | $4.22K | 0.00% | +405 | New |
| Stonebridge Financial Group, LLC | 440 | $4.51K | 0.00% | +440 | New |
| West Oak Capital, LLC | 550 | $5.60K | 0.00% | −1,400−71.8% | Reduced |
| Spire Wealth Management | 547 | $5.60K | 0.00% | +22+4.2% | Added |
| Activest Wealth Management | 579 | $5.93K | 0.00% | +7+1.2% | Added |
| Winch Advisory Services, LLC | 600 | $6.14K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 618 | $6.33K | 0.00% | −881−58.8% | Reduced |
| Finley Financial, LLC | 570 | $7.07K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 725 | $7.42K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 750 | $7.68K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 772 | $7.91K | 0.01% | +772 | New |
| Parkside Financial Bank & Trust | 796 | $8.15K | 0.00% | +311+64.1% | Added |
| Principal Securities, Inc. | 798 | $8.27K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 800 | $8.34K | 0.00% | −4,100−83.7% | Reduced |
| JFS Wealth Advisors, LLC | 860 | $8.81K | 0.00% | +110+14.7% | Added |
| Cornerstone Planning Group LLC | 805 | $9.25K | 0.00% | +805 | New |
| Quent Capital, LLC | 923 | $9.45K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 1,000 | $10.2K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,050 | $10.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 961 | $11.3K | 0.00% | +276+40.3% | Added |
| Sittner & Nelson, LLC | 1,300 | $13.3K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,395 | $14.3K | 0.00% | −60−4.1% | Reduced |
| Toth Financial Advisory Corp | 1,520 | $15.6K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,519 | $15.7K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,619 | $16.6K | 0.00% | +660+68.8% | Added |
| Fifth Third Bancorp | 1,633 | $16.7K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,695 | $17.4K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,850 | $18.9K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,881 | $19.3K | 0.00% | +999+113.3% | Added |
| Crewe Advisors LLC | 1,900 | $19.5K | 0.00% | +1,900 | New |
| Skopos Labs, Inc. | 1,907 | $19.5K | 0.00% | +1,795+1,602.7% | Added |
| Versant Capital Management, Inc | 1,913 | $19.6K | 0.00% | +443+30.1% | Added |
| Huntington National Bank | 1,989 | $20.4K | 0.00% | +911+84.5% | Added |
| Asset Dedication, LLC | 1,992 | $20.4K | 0.00% | −221−10.0% | Reduced |
| PFS Partners, LLC | 2,018 | $20.7K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 2,206 | $22.6K | 0.00% | +2,199+31,414.3% | Added |
| EverSource Wealth Advisors, LLC | 2,304 | $23.6K | 0.00% | +1,078+87.9% | Added |
| Clearstead Advisors, LLC | 2,307 | $23.6K | 0.00% | +61+2.7% | Added |
| V-Square Quantitative Management LLC | 2,325 | $23.8K | 0.00% | +2,325 | New |
| Anchor Investment Management, LLC | 2,400 | $24.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,409 | $24.7K | 0.00% | +456+23.3% | Added |
| Turim 21 Investimentos Ltda. | 2,450 | $25.1K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,497 | $25.6K | 0.00% | −1,842−42.5% | Reduced |
| Sandy Spring Bank | 2,700 | $27.6K | 0.00% | +1,400+107.7% | Added |
| NBC Securities, Inc. | 2,861 | $29.0K | 0.00% | +2,860+286,000.0% | Added |
| GeoWealth Management, LLC | 2,967 | $30.4K | 0.00% | −609−17.0% | Reduced |
| Piscataqua Savings Bank | 3,000 | $30.7K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,057 | $31.0K | 0.00% | −2,247−42.4% | Reduced |
| Capital Analysts, LLC | 3,051 | $31.0K | 0.00% | +3,051 | New |
| TFC Financial Management | 3,114 | $31.9K | 0.00% | +1,325+74.1% | Added |
| WPG Advisers, LLC | 3,700 | $37.9K | 0.04% | −980−20.9% | Reduced |
| Massmutual Trust Co FSB | 3,815 | $39.1K | 0.00% | +1,295+51.4% | Added |
| Richards, Merrill & Peterson, Inc. | 4,115 | $42.1K | 0.02% | +1,250+43.6% | Added |
| Farther Finance Advisors, LLC | 4,250 | $44.3K | 0.00% | +2,392+128.7% | Added |
| GFG Capital, LLC | 4,340 | $44.4K | 0.01% | +4,340 | New |
| Washington Trust Co | 4,768 | $48.8K | 0.00% | −2,007−29.6% | Reduced |