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 |
|---|---|---|---|---|---|
| Orion Capital Management LLC | 5,300 | $54.3K | 0.02% | +500+10.4% | Added |
| Cliffwater LLC | 5,472 | $56.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 5,712 | $58.5K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 5,749 | $58.9K | 0.02% | +5,749 | New |
| Nisa Investment Advisors, LLC | 6,000 | $61.4K | 0.00% | +6,000 | New |
| Focused Wealth Management, Inc | 6,000 | $61.4K | 0.01% | +6,000 | New |
| Whipplewood Advisors, LLC | 3,517 | $62.1K | 0.04% | −2,478−41.3% | Reduced |
| Central Trust Co | 6,640 | $68.0K | 0.00% | +6,500+4,642.9% | Added |
| GAMMA Investing LLC | 7,050 | $72.2K | 0.01% | +3,723+111.9% | Added |
| Bryn Mawr Trust Co | 7,879 | $80.7K | 0.00% | +6,585+508.9% | Added |
| MAI Capital Management | 7,984 | $81.8K | 0.00% | −1,000−11.1% | Reduced |
| Berbice Capital Management LLC | 8,000 | $81.9K | 0.07% | −1,000−11.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 8,000 | $81.9K | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 8,607 | $88.1K | 0.01% | +8,607 | New |
| Ridgewood Investments LLC | 8,764 | $89.7K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 8,725 | $90.3K | 0.01% | +2,949+51.1% | Added |
| Quarry LP | 8,913 | $91.3K | 0.02% | −182−2.0% | Reduced |
| Umb Bank N A | 9,251 | $94.7K | 0.00% | −1,186−11.4% | Reduced |
| Heritage Wealth Management, Inc. | 10,000 | $102.4K | 0.09% | 00.0% | Unchanged |
| Advisor Resource Council | 10,000 | $102.4K | 0.01% | +10,000 | New |
| Caas Capital Management LP | 10,130 | $103.7K | 0.05% | +10,130 | New |
| Eagle Rock Investment Company, LLC | 10,144 | $103.9K | 0.02% | +10,144 | New |
| Jessup Wealth Management, Inc | 10,289 | $105.4K | 0.04% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 10,392 | $106.4K | 0.00% | +10,392 | New |
| Eisler Capital Management Ltd. | 10,499 | $107.4K | 0.00% | +10,499 | New |
| Cloud Capital Management, LLC | 10,735 | $109.0K | 0.08% | +10,735 | New |
| Independent Advisor Alliance | 10,699 | $109.6K | 0.00% | +10,699 | New |
| Delta Asset Management LLC | 10,740 | $110.0K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 10,750 | $110.1K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 10,820 | $112.9K | 0.00% | +10,820 | New |
| PDS Planning, Inc | 11,124 | $113.9K | 0.01% | +11,124 | New |
| Signaturefd, LLC | 11,149 | $114.2K | 0.00% | +7,314+190.7% | Added |
| Verus Capital Partners, LLC | 11,203 | $114.7K | 0.01% | +11,203 | New |
| PDT Partners, LLC | 11,404 | $116.8K | 0.01% | −252,807−95.7% | Reduced |
| Fortis Capital Management LLC | 11,492 | $117.7K | 0.02% | −1,756−13.3% | Reduced |
| Core Wealth Partners LLC | 11,500 | $117.8K | 0.07% | +11,500 | New |
| Matauro, LLC | 11,539 | $118.2K | 0.02% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 11,603 | $118.8K | 0.05% | −855−6.9% | Reduced |
| SRS Capital Advisors, Inc. | 11,621 | $119.0K | 0.01% | +2,468+27.0% | Added |
| Stonekeep Investments, LLC | 11,709 | $119.9K | 0.09% | +757+6.9% | Added |
| Rafferty Asset Management, LLC | 11,743 | $120.2K | 0.00% | −4,946−29.6% | Reduced |
| Black Swift Group, LLC | 11,750 | $120.3K | 0.03% | −208,000−94.7% | Reduced |
| Banque Cantonale Vaudoise | 11,955 | $122.0K | 0.01% | +11,955 | New |
| Ascent Group, LLC | 11,917 | $122.0K | 0.01% | +11,917 | New |
| James Investment Research Inc | 12,094 | $123.8K | 0.02% | −1,649−12.0% | Reduced |
| Nebula Research & Development LLC | 12,177 | $124.7K | 0.01% | +12,177 | New |
| Paradice Investment Management LLC | 12,377 | $126.7K | 0.03% | +1,681+15.7% | Added |
| TriaGen Wealth Management LLC | 12,500 | $128.0K | 0.05% | +1,500+13.6% | Added |
| PharVision Advisers, LLC | 12,577 | $128.8K | 0.18% | −25,940−67.3% | Reduced |
| Sowell Financial Services LLC | 12,659 | $129.6K | 0.01% | +12,659 | New |
| United Capital Financial Advisers, LLC | 13,070 | $133.8K | 0.00% | +1,908+17.1% | Added |
| Garden State Investment Advisory Services LLC | 13,088 | $134.0K | 0.04% | +13,088 | New |
| Sivia Capital Partners, LLC | 13,343 | $136.6K | 0.06% | +13,343 | New |
| Covestor Ltd | 13,348 | $137.0K | 0.09% | +2,372+21.6% | Added |
| Ballentine Partners, LLC | 13,405 | $137.3K | 0.00% | +13,405 | New |
| LRI Investments, LLC | 13,455 | $137.8K | 0.01% | −2,745−16.9% | Reduced |
| Agf Management Ltd | 13,587 | $139.1K | 0.00% | +136+1.0% | Added |
| Parallel Advisors, LLC | 13,701 | $140.3K | 0.00% | +1,570+12.9% | Added |
| Private Wealth Partners, LLC | 13,900 | $142.3K | 0.01% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 14,275 | $146.2K | 0.01% | +1,000+7.5% | Added |
| Park National Corp | 14,279 | $146.2K | 0.01% | −504−3.4% | Reduced |
| Summit Trail Advisors, LLC | 14,539 | $148.9K | 0.00% | +14,539 | New |
| Tectonic Advisors LLC | 14,569 | $149.2K | 0.01% | +3,893+36.5% | Added |
| Perigon Wealth Management, LLC | 14,641 | $149.9K | 0.00% | +1,136+8.4% | Added |
| Sepio Capital, LP | 14,696 | $150.5K | 0.01% | +14,696 | New |
| Assetmark, Inc | 14,713 | $150.7K | 0.00% | −3,306−18.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 14,797 | $151.5K | 0.00% | +14,797 | New |
| Los Angeles Capital Management LLC | 14,862 | $152.2K | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 14,898 | $152.6K | 0.01% | +14,898 | New |
| Campbell Capital Management Inc | 15,000 | $153.6K | 0.09% | +10,000+200.0% | Added |
| Dauntless Investment Group, LLC | 15,000 | $153.6K | 0.57% | +15,000 | New |
| Granite Group Advisors, LLC | 15,429 | $158.0K | 0.11% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 15,438 | $158.1K | 0.01% | +15,438 | New |
| AssuredPartners Investment Advisors, LLC | 15,659 | $160.3K | 0.03% | +15,659 | New |
| Boothbay Fund Management, LLC | 15,756 | $161.3K | 0.01% | +4,387+38.6% | Added |
| Atria Wealth Solutions, Inc. | 15,861 | $162.4K | 0.00% | +15,861 | New |
| Buckingham Strategic Partners | 15,974 | $163.6K | 0.00% | +838+5.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 16,271 | $166.6K | 0.03% | +16,271 | New |
| Fullcircle Wealth LLC | 13,863 | $168.3K | 0.07% | +13,863 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,500 | $169.0K | 0.00% | −2,835−14.7% | Reduced |
| Rothschild Investment LLC | 16,625 | $170.2K | 0.01% | +5,279+46.5% | Added |
| Syon Capital LLC | 16,817 | $172.2K | 0.01% | +16,817 | New |
| Northwestern Mutual Wealth Management Co | 16,939 | $173.5K | 0.00% | +3,788+28.8% | Added |
| Shufro Rose & Co LLC | 17,045 | $174.5K | 0.01% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 17,099 | $175.1K | 0.03% | +462+2.8% | Added |
| Alliance Wealth Advisors, LLC | 17,298 | $177.1K | 0.05% | +2,590+17.6% | Added |
| Merit Financial Group, LLC | 17,590 | $180.1K | 0.00% | +2,281+14.9% | Added |
| Portside Wealth Group, LLC | 17,625 | $180.5K | 0.03% | +5,936+50.8% | Added |
| Aptus Capital Advisors, LLC | 17,638 | $180.6K | 0.00% | +1,162+7.1% | Added |
| Fox Run Management, L.L.C. | 17,704 | $181.3K | 0.03% | +17,704 | New |
| Breakwater Capital Group | 18,074 | $185.1K | 0.03% | +18,074 | New |
| Pinnacle Associates Ltd | 18,107 | $185.4K | 0.00% | +137+0.8% | Added |
| Cary Street Partners Financial LLC | 18,561 | $190.1K | 0.01% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 18,726 | $191.8K | 0.05% | +18,726 | New |
| Canvas Wealth Advisors, LLC | 18,130 | $202.9K | 0.05% | +18,130 | New |
| Quattro Financial Advisors LLC | 20,000 | $204.8K | 0.07% | −5,000−20.0% | Reduced |
| Krane Funds Advisors LLC | 20,322 | $208.1K | 0.01% | −1,730−7.8% | Reduced |
| Metis Global Partners, LLC | 20,333 | $208.2K | 0.01% | +1,488+7.9% | Added |
| Mesirow Financial Investment Management, Inc. | 20,605 | $211.0K | 0.00% | +3,258+18.8% | Added |
| Panagora Asset Management Inc | 21,239 | $217.5K | 0.00% | −747,380−97.2% | Reduced |