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, 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 | 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, 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 |
|---|---|---|---|---|---|
| JT Stratford LLC | 201,334 | $2.06M | 0.36% | +23,788+13.4% | Added |
| MetLife Investment Management | 199,590 | $2.04M | 0.01% | +3,424+1.7% | Added |
| Cetera Investment Advisers | 198,451 | $2.03M | 0.00% | +4,156+2.1% | Added |
| Capital Wealth Planning, LLC | 196,605 | $2.01M | 0.02% | +13,982+7.7% | Added |
| Ethic Inc. | 188,321 | $1.96M | 0.04% | +26,177+16.1% | Added |
| Caisse de Depot Et Placement du Quebec | 191,162 | $1.96M | 0.00% | −184,921−49.2% | Reduced |
| AXA S.A. | 189,629 | $1.94M | 0.01% | −69,397−26.8% | Reduced |
| Verition Fund Management LLC | 188,610 | $1.93M | 0.01% | +158,216+520.6% | Added |
| CIBC World Markets Inc. | 187,731 | $1.92M | 0.00% | −5,421−2.8% | Reduced |
| Symmetry Investments LP | 185,555 | $1.90M | 0.17% | +185,555 | New |
| Cloverfields Capital Group, LP | 185,182 | $1.90M | 0.63% | −749−0.4% | Reduced |
| Schwartz Investment Counsel Inc | 184,500 | $1.89M | 0.06% | +10,000+5.7% | Added |
| Vident Advisory, LLC | 181,068 | $1.85M | 0.03% | +108,113+148.2% | Added |
| Northwest & Ethical Investments L.P. | 180,697 | $1.85M | 0.05% | −51,918−22.3% | Reduced |
| Equitable Trust Co | 180,562 | $1.85M | 0.10% | −5,974−3.2% | Reduced |
| Boston Private Wealth LLC | 178,707 | $1.83M | 0.08% | +1,358+0.8% | Added |
| Titan Global Capital Management USA LLC | 176,827 | $1.81M | 0.37% | −5,091−2.8% | Reduced |
| Advanced Portfolio Management, LLC | 175,000 | $1.79M | 3.61% | −100,000−36.4% | Reduced |
| Glenmede Trust Co NA | 174,264 | $1.78M | 0.01% | +76,560+78.4% | Added |
| The PNC Financial Services Group, Inc. | 171,834 | $1.76M | 0.00% | +15,373+9.8% | Added |
| Mercer Global Advisors Inc | 167,033 | $1.71M | 0.00% | −10,141−5.7% | Reduced |
| Fort Washington Investment Advisors Inc | 165,942 | $1.70M | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 164,897 | $1.69M | 0.01% | +138,211+517.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 160,000 | $1.64M | 0.00% | +55,000+52.4% | Added |
| Gulf International Bank (UK) Ltd | 160,033 | $1.64M | 0.06% | −63,132−28.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 156,523 | $1.60M | 0.02% | +17,527+12.6% | Added |
| Country Club Bank | 154,507 | $1.60M | 0.11% | +154,507 | New |
| GWM Advisors LLC | 153,640 | $1.57M | 0.01% | −24,390−13.7% | Reduced |
| CIBC Asset Management Inc | 152,731 | $1.56M | 0.01% | +4,708+3.2% | Added |
| Steward Partners Investment Advisory, LLC | 149,819 | $1.53M | 0.01% | +144,127+2,532.1% | Added |
| Hantz Financial Services, Inc. | 149,081 | $1.53M | 0.03% | +39,152+35.6% | Added |
| Leonteq Securities AG | 146,989 | $1.51M | 0.11% | +68,094+86.3% | Added |
| Bessemer Group Inc | 144,919 | $1.48M | 0.00% | +3,059+2.2% | Added |
| Hiddenite Capital Partners LP | 144,000 | $1.47M | 1.23% | +44,000+44.0% | Added |
| Redwood Wealth Management Group, LLC | 143,350 | $1.47M | 0.75% | +87,100+154.8% | Added |
| Whittier Trust Co | 142,545 | $1.46M | 0.02% | +21,032+17.3% | Added |
| Captrust Financial Advisors | 141,984 | $1.45M | 0.00% | −1,457−1.0% | Reduced |
| Circle Wealth Management, LLC | 141,088 | $1.44M | 0.03% | +31,346+28.6% | Added |
| Prudential Financial Inc | 140,970 | $1.44M | 0.00% | +24,960+21.5% | 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 |
| Advisor Group Holdings, Inc. | 137,127 | $1.40M | 0.00% | +18,121+15.2% | Added |
| Pitcairn Co | 136,145 | $1.39M | 0.08% | +285+0.2% | Added |
| Virginia Retirement Systems Et Al | 135,300 | $1.39M | 0.01% | +135,300 | New |
| TownSquare Capital, LLC | 133,561 | $1.37M | 0.01% | +38,911+41.1% | Added |
| Paragon Capital Management Inc | 130,516 | $1.34M | 1.08% | +28,951+28.5% | Added |
| Acadian Asset Management LLC | 130,278 | $1.33M | 0.00% | −199,110−60.4% | Reduced |
| Dark Forest Capital Management LP | 128,643 | $1.32M | 0.06% | +64,706+101.2% | Added |
| First Trust Advisors LP | 123,584 | $1.27M | 0.00% | −1,410,383−91.9% | Reduced |
| SummitTX Capital, L.P. | 121,886 | $1.25M | 0.06% | +121,886 | New |
| Shelton Wealth Management, LLC | 119,792 | $1.23M | 0.70% | +18,286+18.0% | Added |
| TPG Financial Advisors, LLC | 114,911 | $1.18M | 0.52% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 114,212 | $1.17M | 0.02% | +520+0.5% | Added |
| AustralianSuper Pty Ltd | 113,868 | $1.17M | 0.01% | +113,868 | New |
| Virtus Investment Advisers, Inc. | 112,403 | $1.15M | 0.31% | +112,403 | New |
| Qtron Investments LLC | 107,555 | $1.10M | 0.16% | +24,416+29.4% | Added |
| IFM Investors Pty Ltd | 107,268 | $1.10M | 0.01% | +34,017+46.4% | Added |
| Prasad Wealth Partners, LLC | 106,981 | $1.10M | 0.36% | +73,605+220.5% | Added |
| CI Private Wealth, LLC | 103,718 | $1.06M | 0.00% | +5,507+5.6% | Added |
| Guggenheim Capital LLC | 102,739 | $1.05M | 0.01% | +47,545+86.1% | Added |
| Erste Asset Management GmbH | 100,000 | $1.03M | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 100,462 | $1.03M | 0.00% | −2,293−2.2% | Reduced |
| HighVista Strategies LLC | 99,737 | $1.02M | 0.39% | −25,324−20.2% | Reduced |
| Swiss Life Asset Management Ltd | 96,182 | $984.9K | 0.01% | +96,182 | New |
| Harbour Capital Advisors, LLC | 95,070 | $976.4K | 0.24% | +21,745+29.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 94,355 | $966.2K | 0.07% | +94,355 | New |
| Advisory Services Network, LLC | 94,090 | $963.5K | 0.02% | +28,611+43.7% | Added |
| MML Investors Services, LLC | 93,508 | $958.0K | 0.00% | +2,866+3.2% | Added |
| Corebridge Financial, Inc. | 93,138 | $953.7K | 0.01% | +1,837+2.0% | Added |
| Yousif Capital Management, LLC | 92,920 | $951.5K | 0.01% | +1,416+1.5% | Added |
| Sig Brokerage, LP | 92,765 | $949.9K | 0.28% | +92,765 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 92,700 | $949.2K | 0.45% | +83,100+865.6% | Added |
| Mount Yale Investment Advisors, LLC | 92,289 | $945.0K | 0.08% | −13,044−12.4% | Reduced |
| Clearbridge Investments, LLC | 91,808 | $940.1K | 0.00% | −63−0.1% | Reduced |
| Man Group plc | 90,469 | $926.4K | 0.00% | −198,506−68.7% | Reduced |
| Snowden Capital Advisors LLC | 90,131 | $922.9K | 0.03% | +775+0.9% | Added |
| MRP Capital Investments, LLC | 89,850 | $920.1K | 0.86% | +16,200+22.0% | Added |
| Adalta Capital Management LLC | 89,797 | $919.5K | 0.49% | −16,703−15.7% | Reduced |
| AlTi Global, Inc. | 89,342 | $914.9K | 0.02% | +77,484+653.4% | Added |
| Machina Capital S.A.S. | 89,330 | $914.7K | 0.27% | +89,330 | New |
| Compass Group LLC | 89,087 | $912.3K | 5.18% | +31,630+55.0% | Added |
| Virtu Financial LLC | 87,569 | $897.0K | 0.05% | −299,076−77.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 87,190 | $892.8K | 0.00% | −31,707−26.7% | Reduced |
| Cigna Investments Inc | 86,658 | $888.0K | 0.17% | +6,547+8.2% | Added |
| CastleKnight Management LP | 85,600 | $876.5K | 0.09% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 84,922 | $869.6K | 0.01% | +8,889+11.7% | Added |
| SG Americas Securities, LLC | 83,401 | $854.0K | 0.00% | +56,682+212.1% | Added |
| Avantax Advisory Services, Inc. | 82,960 | $849.5K | 0.01% | +7,016+9.2% | Added |
| Empire Financial Management Company, LLC | 81,775 | $837.4K | 0.26% | +23,169+39.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 81,362 | $833.1K | 0.00% | +3,608+4.6% | Added |
| Magnus Financial Group LLC | 78,957 | $808.5K | 0.08% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 79,585 | $801.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 77,710 | $795.8K | 0.00% | −2,121−2.7% | Reduced |
| XTX Topco Ltd | 77,582 | $794.4K | 0.04% | +41,864+117.2% | Added |
| Rakuten Investment Management, Inc. | 76,606 | $792.9K | 0.00% | +76,606 | New |
| Janus Henderson Group PLC | 76,412 | $790.5K | 0.00% | −17,016−18.2% | Reduced |
| Janney Montgomery Scott LLC | 76,891 | $787.0K | 0.00% | +63,241+463.3% | Added |
| Avestar Capital, LLC | 76,403 | $782.4K | 0.07% | +22,594+42.0% | Added |
| Frank, Rimerman Advisors LLC | 75,175 | $769.8K | 0.06% | 00.0% | Unchanged |
| CWM, LLC | 75,008 | $768.0K | 0.00% | +21,508+40.2% | Added |