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 |
|---|---|---|---|---|---|
| Synovus Financial Corp | 74,183 | $759.6K | 0.01% | +74,183 | New |
| Prelude Capital Management, LLC | 74,163 | $759.4K | 0.08% | +19,163+34.8% | Added |
| Gilder Gagnon Howe & Co LLC | 73,428 | $751.9K | 0.01% | −471,851−86.5% | Reduced |
| Resources Investment Advisors, LLC. | 71,777 | $735.0K | 0.01% | −1,549−2.1% | Reduced |
| Pathway Capital Management, LP | 71,647 | $733.7K | 4.23% | +71,647 | New |
| Salvus Wealth Management, LLC | 69,500 | $711.7K | 0.45% | +2,500+3.7% | Added |
| Centiva Capital, LP | 69,474 | $711.4K | 0.04% | −193,874−73.6% | Reduced |
| Legacy Bridge, LLC | 68,790 | $704.4K | 0.39% | +2,990+4.5% | Added |
| Whittier Trust Co of Nevada Inc | 68,544 | $701.9K | 0.02% | +15,344+28.8% | Added |
| Partners Capital Investment Group, LLP | 67,788 | $694.1K | 0.01% | +67,788 | New |
| Connable Office Inc | 67,736 | $693.6K | 0.07% | −3,751−5.2% | Reduced |
| RSM US Wealth Management LLC | 67,477 | $691.0K | 0.01% | −3,311−4.7% | Reduced |
| Rathbone Brothers plc | 67,390 | $690.1K | 0.00% | +67,390 | New |
| SRN Advisors, LLC | 67,333 | $689.5K | 0.77% | −37,824−36.0% | Reduced |
| Oppenheimer & Co Inc | 66,983 | $685.9K | 0.01% | +7,556+12.7% | Added |
| IPG Investment Advisors LLC | 66,852 | $684.6K | 0.15% | +30,000+81.4% | Added |
| Vestmark Advisory Solutions, Inc. | 66,328 | $679.2K | 0.02% | +23,998+56.7% | Added |
| Wedbush Securities Inc | 65,533 | $671.0K | 0.02% | +5,587+9.3% | Added |
| SkyView Investment Advisors, LLC | 65,221 | $668.0K | 0.10% | +7,972+13.9% | Added |
| Parus Finance (UK) Ltd | 64,273 | $658.2K | 0.22% | +47,937+293.4% | Added |
| NewEdge Wealth, LLC | 64,030 | $655.7K | 0.01% | −7,208−10.1% | Reduced |
| Citizens Financial Group Inc | 63,902 | $654.4K | 0.01% | −2,236−3.4% | Reduced |
| Shell Asset Management Co | 62,124 | $636.0K | 0.03% | +4,496+7.8% | Added |
| Sand Hill Global Advisors, LLC | 62,069 | $635.6K | 0.03% | −1,815−2.8% | Reduced |
| Ulysses Management LLC | 60,000 | $614.4K | 0.16% | +25,000+71.4% | Added |
| Knollwood Investment Advisory, LLC | 59,800 | $612.4K | 0.07% | 00.0% | Unchanged |
| Atria Investments LLC | 58,860 | $602.7K | 0.01% | −20,965−26.3% | Reduced |
| Triumph Capital Management | 57,019 | $583.9K | 0.19% | +15,900+38.7% | Added |
| Carolina Wealth Advisors, LLC | 56,563 | $579.2K | 0.31% | +42,121+291.7% | Added |
| Capital International Sarl | 56,422 | $577.8K | 0.01% | +21,427+61.2% | Added |
| Intellectus Partners, LLC | 56,190 | $575.4K | 0.14% | +56,190 | New |
| Kestra Advisory Services, LLC | 54,741 | $560.5K | 0.00% | +11,451+26.5% | Added |
| IFP Advisors, Inc | 54,331 | $556.3K | 0.02% | −9,358−14.7% | Reduced |
| Harbour Investments, Inc. | 54,205 | $555.1K | 0.02% | −9,133−14.4% | Reduced |
| Nomura Holdings Inc | 54,140 | $554.4K | 0.00% | +22,321+70.1% | Added |
| ABN AMRO Bank N.V. | 52,980 | $542.0K | 0.01% | −6,456−10.9% | Reduced |
| C WorldWide Group Holding A/S | 52,857 | $541.0K | 0.01% | +3,903+8.0% | Added |
| GM Advisory Group, Inc. | 51,410 | $526.4K | 0.03% | +51,410 | New |
| Penbrook Management LLC | 51,190 | $524.2K | 0.40% | +1,500+3.0% | Added |
| Stokes Family Office, LLC | 51,000 | $522.2K | 0.06% | +40,000+363.6% | Added |
| State of Wyoming | 50,753 | $519.7K | 0.07% | +14,407+39.6% | Added |
| Mount Lucas Management LP | 50,000 | $512.0K | 0.24% | +15,000+42.9% | Added |
| LWM Advisory Services, LLC | 49,799 | $509.9K | 0.35% | −19,626−28.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 49,794 | $509.9K | 0.14% | −88−0.2% | Reduced |
| New Vernon Investment Management LLC | 49,324 | $505.1K | 0.68% | +43,624+765.3% | Added |
| AdvisorNet Financial, Inc | 49,092 | $502.7K | 0.04% | +6,480+15.2% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 45,840 | $500.6K | 0.22% | −6,405−12.3% | Reduced |
| MBM Wealth Consultants, LLC | 48,426 | $495.9K | 0.15% | +2,698+5.9% | Added |
| Gladstone Institutional Advisory LLC | 47,414 | $485.5K | 0.02% | +9,422+24.8% | Added |
| Tower Research Capital LLC (TRC) | 46,765 | $478.9K | 0.01% | −74,456−61.4% | Reduced |
| Rakuten Securities, Inc. | 46,722 | $478.4K | 0.24% | −3,436−6.9% | Reduced |
| Ossiam | 46,110 | $472.2K | 0.01% | −1,697−3.5% | Reduced |
| LRT Capital Management, LLC | 45,771 | $468.7K | 0.32% | +20,471+80.9% | Added |
| Clear Harbor Asset Management, LLC | 45,718 | $468.2K | 0.04% | +45,718 | New |
| Oak Thistle LLC | 44,956 | $460.3K | 0.09% | +44,956 | New |
| Princeton Capital Management LLC | 44,896 | $459.7K | 0.16% | −3,806−7.8% | Reduced |
| Mirabella Financial Services LLP | 43,487 | $446.6K | 0.02% | +43,487 | New |
| Flow Traders U.S. LLC | 43,424 | $445.0K | 0.02% | +43,424 | New |
| 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 |
| HAP Trading, LLC | 42,577 | $436.0K | 0.16% | −592−1.4% | Reduced |
| 1858 Wealth Management, LLC | 42,490 | $435.1K | 0.37% | +22,300+110.5% | Added |
| Verdence Capital Advisors LLC | 42,353 | $433.7K | 0.03% | +3,299+8.4% | Added |
| Personal Cfo Solutions, LLC | 42,082 | $430.9K | 0.09% | −9,940−19.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 41,609 | $426.1K | 0.32% | −39,041−48.4% | Reduced |
| Insigneo Advisory Services, LLC | 41,463 | $424.6K | 0.04% | +14,889+56.0% | Added |
| MMBG Investment Advisors Co. | 40,515 | $414.9K | 0.05% | 00.0% | Unchanged |
| Nwam LLC | 40,355 | $413.2K | 0.04% | +10,180+33.7% | Added |
| Massar Capital Management, LP | 40,000 | $409.6K | 0.49% | +40,000 | New |
| Exencial Wealth Advisors, LLC | 38,696 | $396.2K | 0.01% | +37+0.1% | Added |
| Cornerstone Wealth Group, LLC | 37,668 | $385.7K | 0.03% | −59−0.2% | Reduced |
| Atomi Financial Group, Inc. | 37,535 | $384.4K | 0.02% | −274−0.7% | Reduced |
| Advisors Asset Management, Inc. | 37,295 | $381.9K | 0.01% | +3,816+11.4% | Added |
| Marcum Wealth, LLC | 36,128 | $370.0K | 0.03% | −264−0.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 35,952 | $368.0K | 0.05% | +24,799+222.4% | Added |
| Ellevest, Inc. | 35,846 | $367.1K | 0.02% | −3,041−7.8% | Reduced |
| Platform Technology Partners | 35,146 | $359.9K | 0.10% | −544−1.5% | Reduced |
| Accuvest Global Advisors | 34,866 | $357.0K | 0.30% | +1,452+4.3% | Added |
| Jones Financial Companies LLLP | 33,923 | $351.1K | 0.00% | +16,818+98.3% | Added |
| JustInvest LLC | 34,228 | $350.5K | 0.01% | −77−0.2% | Reduced |
| FDx Advisors, Inc. | 34,110 | $349.0K | 0.11% | −184−0.5% | Reduced |
| Sciencast Management LP | 34,035 | $348.5K | 0.08% | −57,352−62.8% | Reduced |
| Financial Advocates Investment Management | 33,504 | $343.1K | 0.02% | +388+1.2% | Added |
| Antipodes Partners Ltd | 33,039 | $338.3K | 0.01% | +11,883+56.2% | Added |
| Financial Perspectives, Inc | 32,919 | $337.1K | 0.12% | +2,352+7.7% | Added |
| BIT Capital GmbH | 32,798 | $335.9K | 0.04% | +17,635+116.3% | Added |
| Emerald Advisers, LLC | 32,759 | $335.5K | 0.02% | −31,772−49.2% | Reduced |
| D.A. Davidson & Co. | 32,595 | $333.8K | 0.00% | +1,535+4.9% | Added |
| Squarepoint Ops LLC | 32,330 | $331.1K | 0.00% | −4,204,353−99.2% | Reduced |
| Ping Capital Management, Inc. | 32,300 | $330.8K | 0.22% | +32,300 | New |
| Ask Capital Management, LLC | 32,238 | $330.1K | 0.11% | +32,238 | New |
| Broderick Brian C | 31,464 | $322.2K | 0.07% | +31,464 | New |
| Brown Advisory Inc | 31,371 | $321.2K | 0.00% | +7,664+32.3% | Added |
| Two Sigma Advisers, LP | 31,000 | $317.4K | 0.00% | −1,099,600−97.3% | Reduced |
| Wedmont Private Capital | 29,781 | $314.2K | 0.02% | +8,308+38.7% | Added |
| Solstein Capital, LLC | 30,400 | $311.3K | 0.18% | 00.0% | Unchanged |
| Dakota Wealth Management | 30,134 | $308.6K | 0.01% | −1,247−4.0% | Reduced |
| Marathon Trading Investment Management LLC | 30,000 | $307.2K | 0.16% | +30,000 | New |
| Segall Bryant & Hamill, LLC | 29,153 | $298.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 29,051 | $297.5K | 0.00% | +7,267+33.4% | Added |