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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 54,741 | $560.5K | 0.00% | +11,451+26.5% | Added |
| Intellectus Partners, LLC | 56,190 | $575.4K | 0.14% | +56,190 | New |
| Capital International Sarl | 56,422 | $577.8K | 0.01% | +21,427+61.2% | Added |
| Carolina Wealth Advisors, LLC | 56,563 | $579.2K | 0.31% | +42,121+291.7% | Added |
| Triumph Capital Management | 57,019 | $583.9K | 0.19% | +15,900+38.7% | Added |
| Atria Investments LLC | 58,860 | $602.7K | 0.01% | −20,965−26.3% | Reduced |
| Knollwood Investment Advisory, LLC | 59,800 | $612.4K | 0.07% | 00.0% | Unchanged |
| Ulysses Management LLC | 60,000 | $614.4K | 0.16% | +25,000+71.4% | Added |
| Sand Hill Global Advisors, LLC | 62,069 | $635.6K | 0.03% | −1,815−2.8% | Reduced |
| Shell Asset Management Co | 62,124 | $636.0K | 0.03% | +4,496+7.8% | Added |
| Citizens Financial Group Inc | 63,902 | $654.4K | 0.01% | −2,236−3.4% | Reduced |
| NewEdge Wealth, LLC | 64,030 | $655.7K | 0.01% | −7,208−10.1% | Reduced |
| Parus Finance (UK) Ltd | 64,273 | $658.2K | 0.22% | +47,937+293.4% | Added |
| SkyView Investment Advisors, LLC | 65,221 | $668.0K | 0.10% | +7,972+13.9% | Added |
| Wedbush Securities Inc | 65,533 | $671.0K | 0.02% | +5,587+9.3% | Added |
| Vestmark Advisory Solutions, Inc. | 66,328 | $679.2K | 0.02% | +23,998+56.7% | Added |
| IPG Investment Advisors LLC | 66,852 | $684.6K | 0.15% | +30,000+81.4% | Added |
| Oppenheimer & Co Inc | 66,983 | $685.9K | 0.01% | +7,556+12.7% | Added |
| SRN Advisors, LLC | 67,333 | $689.5K | 0.77% | −37,824−36.0% | Reduced |
| Rathbone Brothers plc | 67,390 | $690.1K | 0.00% | +67,390 | New |
| RSM US Wealth Management LLC | 67,477 | $691.0K | 0.01% | −3,311−4.7% | Reduced |
| Connable Office Inc | 67,736 | $693.6K | 0.07% | −3,751−5.2% | Reduced |
| Partners Capital Investment Group, LLP | 67,788 | $694.1K | 0.01% | +67,788 | New |
| Whittier Trust Co of Nevada Inc | 68,544 | $701.9K | 0.02% | +15,344+28.8% | Added |
| Legacy Bridge, LLC | 68,790 | $704.4K | 0.39% | +2,990+4.5% | Added |
| Centiva Capital, LP | 69,474 | $711.4K | 0.04% | −193,874−73.6% | Reduced |
| Salvus Wealth Management, LLC | 69,500 | $711.7K | 0.45% | +2,500+3.7% | Added |
| Pathway Capital Management, LP | 71,647 | $733.7K | 4.23% | +71,647 | New |
| Resources Investment Advisors, LLC. | 71,777 | $735.0K | 0.01% | −1,549−2.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 73,428 | $751.9K | 0.01% | −471,851−86.5% | Reduced |
| Prelude Capital Management, LLC | 74,163 | $759.4K | 0.08% | +19,163+34.8% | Added |
| Synovus Financial Corp | 74,183 | $759.6K | 0.01% | +74,183 | New |
| CWM, LLC | 75,008 | $768.0K | 0.00% | +21,508+40.2% | Added |
| Frank, Rimerman Advisors LLC | 75,175 | $769.8K | 0.06% | 00.0% | Unchanged |
| Avestar Capital, LLC | 76,403 | $782.4K | 0.07% | +22,594+42.0% | Added |
| Janney Montgomery Scott LLC | 76,891 | $787.0K | 0.00% | +63,241+463.3% | Added |
| Janus Henderson Group PLC | 76,412 | $790.5K | 0.00% | −17,016−18.2% | Reduced |
| Rakuten Investment Management, Inc. | 76,606 | $792.9K | 0.00% | +76,606 | New |
| XTX Topco Ltd | 77,582 | $794.4K | 0.04% | +41,864+117.2% | Added |
| Private Advisor Group, LLC | 77,710 | $795.8K | 0.00% | −2,121−2.7% | Reduced |
| DekaBank Deutsche Girozentrale | 79,585 | $801.0K | 0.00% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 78,957 | $808.5K | 0.08% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 81,362 | $833.1K | 0.00% | +3,608+4.6% | Added |
| Empire Financial Management Company, LLC | 81,775 | $837.4K | 0.26% | +23,169+39.5% | Added |
| Avantax Advisory Services, Inc. | 82,960 | $849.5K | 0.01% | +7,016+9.2% | Added |
| SG Americas Securities, LLC | 83,401 | $854.0K | 0.00% | +56,682+212.1% | Added |
| O'Shaughnessy Asset Management, LLC | 84,922 | $869.6K | 0.01% | +8,889+11.7% | Added |
| CastleKnight Management LP | 85,600 | $876.5K | 0.09% | 00.0% | Unchanged |
| Cigna Investments Inc | 86,658 | $888.0K | 0.17% | +6,547+8.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 87,190 | $892.8K | 0.00% | −31,707−26.7% | Reduced |
| Virtu Financial LLC | 87,569 | $897.0K | 0.05% | −299,076−77.4% | Reduced |
| Compass Group LLC | 89,087 | $912.3K | 5.18% | +31,630+55.0% | Added |
| Machina Capital S.A.S. | 89,330 | $914.7K | 0.27% | +89,330 | New |
| AlTi Global, Inc. | 89,342 | $914.9K | 0.02% | +77,484+653.4% | Added |
| Adalta Capital Management LLC | 89,797 | $919.5K | 0.49% | −16,703−15.7% | Reduced |
| MRP Capital Investments, LLC | 89,850 | $920.1K | 0.86% | +16,200+22.0% | Added |
| Snowden Capital Advisors LLC | 90,131 | $922.9K | 0.03% | +775+0.9% | Added |
| Man Group plc | 90,469 | $926.4K | 0.00% | −198,506−68.7% | Reduced |
| Clearbridge Investments, LLC | 91,808 | $940.1K | 0.00% | −63−0.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 92,289 | $945.0K | 0.08% | −13,044−12.4% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 92,700 | $949.2K | 0.45% | +83,100+865.6% | Added |
| Sig Brokerage, LP | 92,765 | $949.9K | 0.28% | +92,765 | New |
| Yousif Capital Management, LLC | 92,920 | $951.5K | 0.01% | +1,416+1.5% | Added |
| Corebridge Financial, Inc. | 93,138 | $953.7K | 0.01% | +1,837+2.0% | Added |
| MML Investors Services, LLC | 93,508 | $958.0K | 0.00% | +2,866+3.2% | Added |
| Advisory Services Network, LLC | 94,090 | $963.5K | 0.02% | +28,611+43.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 94,355 | $966.2K | 0.07% | +94,355 | New |
| Harbour Capital Advisors, LLC | 95,070 | $976.4K | 0.24% | +21,745+29.7% | Added |
| Swiss Life Asset Management Ltd | 96,182 | $984.9K | 0.01% | +96,182 | New |
| HighVista Strategies LLC | 99,737 | $1.02M | 0.39% | −25,324−20.2% | Reduced |
| Truist Financial Corp | 100,462 | $1.03M | 0.00% | −2,293−2.2% | Reduced |
| Erste Asset Management GmbH | 100,000 | $1.03M | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 102,739 | $1.05M | 0.01% | +47,545+86.1% | Added |
| CI Private Wealth, LLC | 103,718 | $1.06M | 0.00% | +5,507+5.6% | Added |
| Prasad Wealth Partners, LLC | 106,981 | $1.10M | 0.36% | +73,605+220.5% | Added |
| IFM Investors Pty Ltd | 107,268 | $1.10M | 0.01% | +34,017+46.4% | Added |
| Qtron Investments LLC | 107,555 | $1.10M | 0.16% | +24,416+29.4% | Added |
| Virtus Investment Advisers, Inc. | 112,403 | $1.15M | 0.31% | +112,403 | New |
| AustralianSuper Pty Ltd | 113,868 | $1.17M | 0.01% | +113,868 | New |
| Crossmark Global Holdings, Inc. | 114,212 | $1.17M | 0.02% | +520+0.5% | Added |
| TPG Financial Advisors, LLC | 114,911 | $1.18M | 0.52% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 119,792 | $1.23M | 0.70% | +18,286+18.0% | Added |
| SummitTX Capital, L.P. | 121,886 | $1.25M | 0.06% | +121,886 | New |
| First Trust Advisors LP | 123,584 | $1.27M | 0.00% | −1,410,383−91.9% | Reduced |
| Dark Forest Capital Management LP | 128,643 | $1.32M | 0.06% | +64,706+101.2% | Added |
| Acadian Asset Management LLC | 130,278 | $1.33M | 0.00% | −199,110−60.4% | Reduced |
| Paragon Capital Management Inc | 130,516 | $1.34M | 1.08% | +28,951+28.5% | Added |
| TownSquare Capital, LLC | 133,561 | $1.37M | 0.01% | +38,911+41.1% | Added |
| Virginia Retirement Systems Et Al | 135,300 | $1.39M | 0.01% | +135,300 | New |
| Pitcairn Co | 136,145 | $1.39M | 0.08% | +285+0.2% | Added |
| Advisor Group Holdings, Inc. | 137,127 | $1.40M | 0.00% | +18,121+15.2% | Added |
| Brinker Capital Investments, LLC | 137,878 | $1.41M | 0.01% | +2,716+2.0% | Added |
| Orion Portfolio Solutions, LLC | 137,878 | $1.41M | 0.01% | +2,716+2.0% | Added |
| Prudential Financial Inc | 140,970 | $1.44M | 0.00% | +24,960+21.5% | Added |
| Circle Wealth Management, LLC | 141,088 | $1.44M | 0.03% | +31,346+28.6% | Added |
| Captrust Financial Advisors | 141,984 | $1.45M | 0.00% | −1,457−1.0% | Reduced |
| Whittier Trust Co | 142,545 | $1.46M | 0.02% | +21,032+17.3% | Added |
| Redwood Wealth Management Group, LLC | 143,350 | $1.47M | 0.75% | +87,100+154.8% | Added |
| Hiddenite Capital Partners LP | 144,000 | $1.47M | 1.23% | +44,000+44.0% | Added |
| Bessemer Group Inc | 144,919 | $1.48M | 0.00% | +3,059+2.2% | Added |