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 |
|---|---|---|---|---|---|
| Transcend Wealth Collective, LLC | 21,625 | $221.4K | 0.02% | +67+0.3% | Added |
| Chicago Trust Co NA | 21,685 | $222.1K | 0.04% | +11,630+115.7% | Added |
| Coldstream Capital Management Inc | 21,955 | $224.8K | 0.00% | −513−2.3% | Reduced |
| Evergreen Capital Management LLC | 21,982 | $225.1K | 0.01% | +876+4.2% | Added |
| Bleakley Financial Group, LLC | 22,209 | $227.4K | 0.01% | +7,065+46.7% | Added |
| Hamilton Capital Partners Inc. | 22,600 | $231.4K | 0.01% | −26,000−53.5% | Reduced |
| Arlington Capital Management, Inc. | 22,642 | $231.9K | 0.18% | −1,400−5.8% | Reduced |
| Claro Advisors LLC | 22,751 | $233.0K | 0.03% | +832+3.8% | Added |
| First Western Trust Bank | 22,865 | $234.1K | 0.01% | −39−0.2% | Reduced |
| Venturi Wealth Management, LLC | 23,347 | $239.1K | 0.01% | +4,725+25.4% | Added |
| Cresset Asset Management, LLC | 23,562 | $241.3K | 0.00% | −16,454−41.1% | Reduced |
| Larson Financial Group LLC | 23,677 | $242.5K | 0.01% | +22,133+1,433.5% | Added |
| Banco Santander, S.A. | 24,001 | $245.8K | 0.00% | +5,006+26.4% | Added |
| Cercano Management LLC | 24,359 | $249.4K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 24,450 | $250.4K | 0.00% | +6,782+38.4% | Added |
| Seven Mile Advisory | 24,551 | $251.4K | 0.17% | +61+0.2% | Added |
| Apollon Wealth Management, LLC | 24,552 | $251.4K | 0.01% | +24,552 | New |
| Leavell Investment Management, Inc. | 24,790 | $253.8K | 0.01% | +24,790 | New |
| Custom Index Systems, LLC | 25,242 | $258.5K | 0.13% | +25,242 | New |
| AMF Pensionsforsakring AB | 25,603 | $262.2K | 0.00% | +25,603 | New |
| Sanctuary Advisors, LLC | 25,853 | $264.7K | 0.00% | +453+1.8% | Added |
| Davenport & Co LLC | 26,000 | $266.2K | 0.00% | +500+2.0% | Added |
| Gibbs Wealth Management | 26,413 | $270.5K | 0.07% | +10,122+62.1% | Added |
| Integrated Wealth Concepts LLC | 26,421 | $270.6K | 0.00% | −32,231−55.0% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 26,520 | $272.0K | 0.00% | −262,505−90.8% | Reduced |
| Winton Group Ltd | 26,824 | $274.7K | 0.02% | +26,824 | New |
| Envestnet Portfolio Solutions, Inc. | 26,940 | $275.9K | 0.00% | −52,788−66.2% | Reduced |
| Americana Partners, LLC | 27,020 | $276.7K | 0.01% | +5,602+26.2% | Added |
| Tradition Wealth Management, LLC | 27,043 | $276.9K | 0.02% | +11,813+77.6% | Added |
| Blair William & Co | 27,355 | $280.1K | 0.00% | −13,662−33.3% | Reduced |
| Park Avenue Securities LLC | 28,813 | $295.0K | 0.00% | −2,869−9.1% | Reduced |
| Jump Financial, LLC | 28,895 | $295.9K | 0.00% | −240,912−89.3% | Reduced |
| Ronald Blue Trust, Inc. | 29,051 | $297.5K | 0.00% | +7,267+33.4% | Added |
| Segall Bryant & Hamill, LLC | 29,153 | $298.5K | 0.00% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 30,000 | $307.2K | 0.16% | +30,000 | New |
| Dakota Wealth Management | 30,134 | $308.6K | 0.01% | −1,247−4.0% | Reduced |
| Solstein Capital, LLC | 30,400 | $311.3K | 0.18% | 00.0% | Unchanged |
| Wedmont Private Capital | 29,781 | $314.2K | 0.02% | +8,308+38.7% | Added |
| Two Sigma Advisers, LP | 31,000 | $317.4K | 0.00% | −1,099,600−97.3% | Reduced |
| Brown Advisory Inc | 31,371 | $321.2K | 0.00% | +7,664+32.3% | Added |
| Broderick Brian C | 31,464 | $322.2K | 0.07% | +31,464 | New |
| Ask Capital Management, LLC | 32,238 | $330.1K | 0.11% | +32,238 | New |
| Ping Capital Management, Inc. | 32,300 | $330.8K | 0.22% | +32,300 | New |
| Squarepoint Ops LLC | 32,330 | $331.1K | 0.00% | −4,204,353−99.2% | Reduced |
| D.A. Davidson & Co. | 32,595 | $333.8K | 0.00% | +1,535+4.9% | Added |
| Emerald Advisers, LLC | 32,759 | $335.5K | 0.02% | −31,772−49.2% | Reduced |
| BIT Capital GmbH | 32,798 | $335.9K | 0.04% | +17,635+116.3% | Added |
| Financial Perspectives, Inc | 32,919 | $337.1K | 0.12% | +2,352+7.7% | Added |
| Antipodes Partners Ltd | 33,039 | $338.3K | 0.01% | +11,883+56.2% | Added |
| Financial Advocates Investment Management | 33,504 | $343.1K | 0.02% | +388+1.2% | Added |
| Sciencast Management LP | 34,035 | $348.5K | 0.08% | −57,352−62.8% | Reduced |
| FDx Advisors, Inc. | 34,110 | $349.0K | 0.11% | −184−0.5% | Reduced |
| JustInvest LLC | 34,228 | $350.5K | 0.01% | −77−0.2% | Reduced |
| Jones Financial Companies LLLP | 33,923 | $351.1K | 0.00% | +16,818+98.3% | Added |
| Accuvest Global Advisors | 34,866 | $357.0K | 0.30% | +1,452+4.3% | Added |
| Platform Technology Partners | 35,146 | $359.9K | 0.10% | −544−1.5% | Reduced |
| Ellevest, Inc. | 35,846 | $367.1K | 0.02% | −3,041−7.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 35,952 | $368.0K | 0.05% | +24,799+222.4% | Added |
| Marcum Wealth, LLC | 36,128 | $370.0K | 0.03% | −264−0.7% | Reduced |
| Advisors Asset Management, Inc. | 37,295 | $381.9K | 0.01% | +3,816+11.4% | Added |
| Atomi Financial Group, Inc. | 37,535 | $384.4K | 0.02% | −274−0.7% | Reduced |
| Cornerstone Wealth Group, LLC | 37,668 | $385.7K | 0.03% | −59−0.2% | Reduced |
| Exencial Wealth Advisors, LLC | 38,696 | $396.2K | 0.01% | +37+0.1% | Added |
| Massar Capital Management, LP | 40,000 | $409.6K | 0.49% | +40,000 | New |
| Nwam LLC | 40,355 | $413.2K | 0.04% | +10,180+33.7% | Added |
| MMBG Investment Advisors Co. | 40,515 | $414.9K | 0.05% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 41,463 | $424.6K | 0.04% | +14,889+56.0% | Added |
| Caitong International Asset Management Co., Ltd | 41,609 | $426.1K | 0.32% | −39,041−48.4% | Reduced |
| Personal Cfo Solutions, LLC | 42,082 | $430.9K | 0.09% | −9,940−19.1% | Reduced |
| Verdence Capital Advisors LLC | 42,353 | $433.7K | 0.03% | +3,299+8.4% | Added |
| 1858 Wealth Management, LLC | 42,490 | $435.1K | 0.37% | +22,300+110.5% | Added |
| HAP Trading, LLC | 42,577 | $436.0K | 0.16% | −592−1.4% | Reduced |
| Gsa Capital Partners LLP | 42,943 | $440.0K | 0.04% | −13,082−23.4% | Reduced |
| Thoroughbred Financial Services, LLC | 43,045 | $440.0K | 0.03% | +500+1.2% | Added |
| Flow Traders U.S. LLC | 43,424 | $445.0K | 0.02% | +43,424 | New |
| Mirabella Financial Services LLP | 43,487 | $446.6K | 0.02% | +43,487 | New |
| Princeton Capital Management LLC | 44,896 | $459.7K | 0.16% | −3,806−7.8% | Reduced |
| Oak Thistle LLC | 44,956 | $460.3K | 0.09% | +44,956 | New |
| Clear Harbor Asset Management, LLC | 45,718 | $468.2K | 0.04% | +45,718 | New |
| LRT Capital Management, LLC | 45,771 | $468.7K | 0.32% | +20,471+80.9% | Added |
| Ossiam | 46,110 | $472.2K | 0.01% | −1,697−3.5% | Reduced |
| Rakuten Securities, Inc. | 46,722 | $478.4K | 0.24% | −3,436−6.9% | Reduced |
| Tower Research Capital LLC (TRC) | 46,765 | $478.9K | 0.01% | −74,456−61.4% | Reduced |
| Gladstone Institutional Advisory LLC | 47,414 | $485.5K | 0.02% | +9,422+24.8% | Added |
| MBM Wealth Consultants, LLC | 48,426 | $495.9K | 0.15% | +2,698+5.9% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 45,840 | $500.6K | 0.22% | −6,405−12.3% | Reduced |
| AdvisorNet Financial, Inc | 49,092 | $502.7K | 0.04% | +6,480+15.2% | Added |
| New Vernon Investment Management LLC | 49,324 | $505.1K | 0.68% | +43,624+765.3% | Added |
| Legacy Wealth Asset Management, LLC | 49,794 | $509.9K | 0.14% | −88−0.2% | Reduced |
| LWM Advisory Services, LLC | 49,799 | $509.9K | 0.35% | −19,626−28.3% | Reduced |
| Mount Lucas Management LP | 50,000 | $512.0K | 0.24% | +15,000+42.9% | Added |
| State of Wyoming | 50,753 | $519.7K | 0.07% | +14,407+39.6% | Added |
| Stokes Family Office, LLC | 51,000 | $522.2K | 0.06% | +40,000+363.6% | Added |
| Penbrook Management LLC | 51,190 | $524.2K | 0.40% | +1,500+3.0% | Added |
| GM Advisory Group, Inc. | 51,410 | $526.4K | 0.03% | +51,410 | New |
| C WorldWide Group Holding A/S | 52,857 | $541.0K | 0.01% | +3,903+8.0% | Added |
| ABN AMRO Bank N.V. | 52,980 | $542.0K | 0.01% | −6,456−10.9% | Reduced |
| Nomura Holdings Inc | 54,140 | $554.4K | 0.00% | +22,321+70.1% | Added |
| Harbour Investments, Inc. | 54,205 | $555.1K | 0.02% | −9,133−14.4% | Reduced |
| IFP Advisors, Inc | 54,331 | $556.3K | 0.02% | −9,358−14.7% | Reduced |