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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 28,895 | $295.9K | 0.00% | −240,912−89.3% | Reduced |
| Park Avenue Securities LLC | 28,813 | $295.0K | 0.00% | −2,869−9.1% | Reduced |
| Blair William & Co | 27,355 | $280.1K | 0.00% | −13,662−33.3% | Reduced |
| Tradition Wealth Management, LLC | 27,043 | $276.9K | 0.02% | +11,813+77.6% | Added |
| Americana Partners, LLC | 27,020 | $276.7K | 0.01% | +5,602+26.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 26,940 | $275.9K | 0.00% | −52,788−66.2% | Reduced |
| Winton Group Ltd | 26,824 | $274.7K | 0.02% | +26,824 | New |
| Vaughan Nelson Investment Management, L.P. | 26,520 | $272.0K | 0.00% | −262,505−90.8% | Reduced |
| Integrated Wealth Concepts LLC | 26,421 | $270.6K | 0.00% | −32,231−55.0% | Reduced |
| Gibbs Wealth Management | 26,413 | $270.5K | 0.07% | +10,122+62.1% | Added |
| Davenport & Co LLC | 26,000 | $266.2K | 0.00% | +500+2.0% | Added |
| Sanctuary Advisors, LLC | 25,853 | $264.7K | 0.00% | +453+1.8% | Added |
| AMF Pensionsforsakring AB | 25,603 | $262.2K | 0.00% | +25,603 | New |
| Custom Index Systems, LLC | 25,242 | $258.5K | 0.13% | +25,242 | New |
| Leavell Investment Management, Inc. | 24,790 | $253.8K | 0.01% | +24,790 | New |
| Apollon Wealth Management, LLC | 24,552 | $251.4K | 0.01% | +24,552 | New |
| Seven Mile Advisory | 24,551 | $251.4K | 0.17% | +61+0.2% | Added |
| HB Wealth Management, LLC | 24,450 | $250.4K | 0.00% | +6,782+38.4% | Added |
| Cercano Management LLC | 24,359 | $249.4K | 0.01% | 00.0% | Unchanged |
| Banco Santander, S.A. | 24,001 | $245.8K | 0.00% | +5,006+26.4% | Added |
| Larson Financial Group LLC | 23,677 | $242.5K | 0.01% | +22,133+1,433.5% | Added |
| Cresset Asset Management, LLC | 23,562 | $241.3K | 0.00% | −16,454−41.1% | Reduced |
| Venturi Wealth Management, LLC | 23,347 | $239.1K | 0.01% | +4,725+25.4% | Added |
| First Western Trust Bank | 22,865 | $234.1K | 0.01% | −39−0.2% | Reduced |
| Claro Advisors LLC | 22,751 | $233.0K | 0.03% | +832+3.8% | Added |
| Arlington Capital Management, Inc. | 22,642 | $231.9K | 0.18% | −1,400−5.8% | Reduced |
| Hamilton Capital Partners Inc. | 22,600 | $231.4K | 0.01% | −26,000−53.5% | Reduced |
| Bleakley Financial Group, LLC | 22,209 | $227.4K | 0.01% | +7,065+46.7% | Added |
| Evergreen Capital Management LLC | 21,982 | $225.1K | 0.01% | +876+4.2% | Added |
| Coldstream Capital Management Inc | 21,955 | $224.8K | 0.00% | −513−2.3% | Reduced |
| Chicago Trust Co NA | 21,685 | $222.1K | 0.04% | +11,630+115.7% | Added |
| Transcend Wealth Collective, LLC | 21,625 | $221.4K | 0.02% | +67+0.3% | Added |
| Panagora Asset Management Inc | 21,239 | $217.5K | 0.00% | −747,380−97.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 20,605 | $211.0K | 0.00% | +3,258+18.8% | Added |
| Metis Global Partners, LLC | 20,333 | $208.2K | 0.01% | +1,488+7.9% | Added |
| Krane Funds Advisors LLC | 20,322 | $208.1K | 0.01% | −1,730−7.8% | Reduced |
| Quattro Financial Advisors LLC | 20,000 | $204.8K | 0.07% | −5,000−20.0% | Reduced |
| Canvas Wealth Advisors, LLC | 18,130 | $202.9K | 0.05% | +18,130 | New |
| Interchange Capital Partners, LLC | 18,726 | $191.8K | 0.05% | +18,726 | New |
| Cary Street Partners Financial LLC | 18,561 | $190.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 18,107 | $185.4K | 0.00% | +137+0.8% | Added |
| Breakwater Capital Group | 18,074 | $185.1K | 0.03% | +18,074 | New |
| Fox Run Management, L.L.C. | 17,704 | $181.3K | 0.03% | +17,704 | New |
| Aptus Capital Advisors, LLC | 17,638 | $180.6K | 0.00% | +1,162+7.1% | Added |
| Portside Wealth Group, LLC | 17,625 | $180.5K | 0.03% | +5,936+50.8% | Added |
| Merit Financial Group, LLC | 17,590 | $180.1K | 0.00% | +2,281+14.9% | Added |
| Alliance Wealth Advisors, LLC | 17,298 | $177.1K | 0.05% | +2,590+17.6% | Added |
| Northwest Wealth Management, LLC | 17,099 | $175.1K | 0.03% | +462+2.8% | Added |
| Shufro Rose & Co LLC | 17,045 | $174.5K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 16,939 | $173.5K | 0.00% | +3,788+28.8% | Added |
| Syon Capital LLC | 16,817 | $172.2K | 0.01% | +16,817 | New |
| Rothschild Investment LLC | 16,625 | $170.2K | 0.01% | +5,279+46.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,500 | $169.0K | 0.00% | −2,835−14.7% | Reduced |
| Fullcircle Wealth LLC | 13,863 | $168.3K | 0.07% | +13,863 | New |
| Pinnacle Wealth Planning Services, Inc. | 16,271 | $166.6K | 0.03% | +16,271 | New |
| Buckingham Strategic Partners | 15,974 | $163.6K | 0.00% | +838+5.5% | Added |
| Atria Wealth Solutions, Inc. | 15,861 | $162.4K | 0.00% | +15,861 | New |
| Boothbay Fund Management, LLC | 15,756 | $161.3K | 0.01% | +4,387+38.6% | Added |
| AssuredPartners Investment Advisors, LLC | 15,659 | $160.3K | 0.03% | +15,659 | New |
| Focus Financial Network, Inc. | 15,438 | $158.1K | 0.01% | +15,438 | New |
| Granite Group Advisors, LLC | 15,429 | $158.0K | 0.11% | 00.0% | Unchanged |
| 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 |
| Western Wealth Management, LLC | 14,898 | $152.6K | 0.01% | +14,898 | New |
| Los Angeles Capital Management LLC | 14,862 | $152.2K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 14,797 | $151.5K | 0.00% | +14,797 | New |
| Assetmark, Inc | 14,713 | $150.7K | 0.00% | −3,306−18.3% | Reduced |
| Sepio Capital, LP | 14,696 | $150.5K | 0.01% | +14,696 | New |
| Perigon Wealth Management, LLC | 14,641 | $149.9K | 0.00% | +1,136+8.4% | Added |
| Tectonic Advisors LLC | 14,569 | $149.2K | 0.01% | +3,893+36.5% | Added |
| Summit Trail Advisors, LLC | 14,539 | $148.9K | 0.00% | +14,539 | New |
| Park National Corp | 14,279 | $146.2K | 0.01% | −504−3.4% | Reduced |
| Good Life Advisors, LLC | 14,275 | $146.2K | 0.01% | +1,000+7.5% | Added |
| Private Wealth Partners, LLC | 13,900 | $142.3K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 13,701 | $140.3K | 0.00% | +1,570+12.9% | Added |
| Agf Management Ltd | 13,587 | $139.1K | 0.00% | +136+1.0% | Added |
| LRI Investments, LLC | 13,455 | $137.8K | 0.01% | −2,745−16.9% | Reduced |
| Ballentine Partners, LLC | 13,405 | $137.3K | 0.00% | +13,405 | New |
| Covestor Ltd | 13,348 | $137.0K | 0.09% | +2,372+21.6% | Added |
| Sivia Capital Partners, LLC | 13,343 | $136.6K | 0.06% | +13,343 | New |
| Garden State Investment Advisory Services LLC | 13,088 | $134.0K | 0.04% | +13,088 | New |
| United Capital Financial Advisers, LLC | 13,070 | $133.8K | 0.00% | +1,908+17.1% | Added |
| Sowell Financial Services LLC | 12,659 | $129.6K | 0.01% | +12,659 | New |
| PharVision Advisers, LLC | 12,577 | $128.8K | 0.18% | −25,940−67.3% | Reduced |
| TriaGen Wealth Management LLC | 12,500 | $128.0K | 0.05% | +1,500+13.6% | Added |
| Paradice Investment Management LLC | 12,377 | $126.7K | 0.03% | +1,681+15.7% | Added |
| Nebula Research & Development LLC | 12,177 | $124.7K | 0.01% | +12,177 | New |
| James Investment Research Inc | 12,094 | $123.8K | 0.02% | −1,649−12.0% | Reduced |
| Ascent Group, LLC | 11,917 | $122.0K | 0.01% | +11,917 | New |
| Banque Cantonale Vaudoise | 11,955 | $122.0K | 0.01% | +11,955 | New |
| Black Swift Group, LLC | 11,750 | $120.3K | 0.03% | −208,000−94.7% | Reduced |
| Rafferty Asset Management, LLC | 11,743 | $120.2K | 0.00% | −4,946−29.6% | Reduced |
| Stonekeep Investments, LLC | 11,709 | $119.9K | 0.09% | +757+6.9% | Added |
| SRS Capital Advisors, Inc. | 11,621 | $119.0K | 0.01% | +2,468+27.0% | Added |
| Harbour Investment Management LLC | 11,603 | $118.8K | 0.05% | −855−6.9% | Reduced |
| Matauro, LLC | 11,539 | $118.2K | 0.02% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 11,500 | $117.8K | 0.07% | +11,500 | New |
| Fortis Capital Management LLC | 11,492 | $117.7K | 0.02% | −1,756−13.3% | Reduced |
| PDT Partners, LLC | 11,404 | $116.8K | 0.01% | −252,807−95.7% | Reduced |
| Verus Capital Partners, LLC | 11,203 | $114.7K | 0.01% | +11,203 | New |