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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 11,149 | $114.2K | 0.00% | +7,314+190.7% | Added |
| PDS Planning, Inc | 11,124 | $113.9K | 0.01% | +11,124 | New |
| Allspring Global Investments Holdings, LLC | 10,820 | $112.9K | 0.00% | +10,820 | New |
| Kovack Advisors, Inc. | 10,750 | $110.1K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 10,740 | $110.0K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 10,699 | $109.6K | 0.00% | +10,699 | New |
| Cloud Capital Management, LLC | 10,735 | $109.0K | 0.08% | +10,735 | New |
| Eisler Capital Management Ltd. | 10,499 | $107.4K | 0.00% | +10,499 | New |
| EP Wealth Advisors, LLC | 10,392 | $106.4K | 0.00% | +10,392 | New |
| Jessup Wealth Management, Inc | 10,289 | $105.4K | 0.04% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 10,144 | $103.9K | 0.02% | +10,144 | New |
| Caas Capital Management LP | 10,130 | $103.7K | 0.05% | +10,130 | New |
| Heritage Wealth Management, Inc. | 10,000 | $102.4K | 0.09% | 00.0% | Unchanged |
| Advisor Resource Council | 10,000 | $102.4K | 0.01% | +10,000 | New |
| Umb Bank N A | 9,251 | $94.7K | 0.00% | −1,186−11.4% | Reduced |
| Quarry LP | 8,913 | $91.3K | 0.02% | −182−2.0% | Reduced |
| Smartleaf Asset Management LLC | 8,725 | $90.3K | 0.01% | +2,949+51.1% | Added |
| Ridgewood Investments LLC | 8,764 | $89.7K | 0.04% | 00.0% | Unchanged |
| Headlands Technologies LLC | 8,607 | $88.1K | 0.01% | +8,607 | New |
| Berbice Capital Management LLC | 8,000 | $81.9K | 0.07% | −1,000−11.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 8,000 | $81.9K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 7,984 | $81.8K | 0.00% | −1,000−11.1% | Reduced |
| Bryn Mawr Trust Co | 7,879 | $80.7K | 0.00% | +6,585+508.9% | Added |
| GAMMA Investing LLC | 7,050 | $72.2K | 0.01% | +3,723+111.9% | Added |
| Central Trust Co | 6,640 | $68.0K | 0.00% | +6,500+4,642.9% | Added |
| Whipplewood Advisors, LLC | 3,517 | $62.1K | 0.04% | −2,478−41.3% | Reduced |
| Nisa Investment Advisors, LLC | 6,000 | $61.4K | 0.00% | +6,000 | New |
| Focused Wealth Management, Inc | 6,000 | $61.4K | 0.01% | +6,000 | New |
| Opal Wealth Advisors, LLC | 5,749 | $58.9K | 0.02% | +5,749 | New |
| Ancora Advisors, LLC | 5,712 | $58.5K | 0.00% | 00.0% | Unchanged |
| Cliffwater LLC | 5,472 | $56.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 5,300 | $54.3K | 0.02% | +500+10.4% | Added |
| Washington Trust Co | 4,768 | $48.8K | 0.00% | −2,007−29.6% | Reduced |
| GFG Capital, LLC | 4,340 | $44.4K | 0.01% | +4,340 | New |
| Farther Finance Advisors, LLC | 4,250 | $44.3K | 0.00% | +2,392+128.7% | Added |
| Richards, Merrill & Peterson, Inc. | 4,115 | $42.1K | 0.02% | +1,250+43.6% | Added |
| Massmutual Trust Co FSB | 3,815 | $39.1K | 0.00% | +1,295+51.4% | Added |
| WPG Advisers, LLC | 3,700 | $37.9K | 0.04% | −980−20.9% | Reduced |
| TFC Financial Management | 3,114 | $31.9K | 0.00% | +1,325+74.1% | Added |
| Harvest Fund Management Co., Ltd | 3,057 | $31.0K | 0.00% | −2,247−42.4% | Reduced |
| Capital Analysts, LLC | 3,051 | $31.0K | 0.00% | +3,051 | New |
| Piscataqua Savings Bank | 3,000 | $30.7K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,967 | $30.4K | 0.00% | −609−17.0% | Reduced |
| NBC Securities, Inc. | 2,861 | $29.0K | 0.00% | +2,860+286,000.0% | Added |
| Sandy Spring Bank | 2,700 | $27.6K | 0.00% | +1,400+107.7% | Added |
| Quadrant Capital Group LLC | 2,497 | $25.6K | 0.00% | −1,842−42.5% | Reduced |
| Turim 21 Investimentos Ltda. | 2,450 | $25.1K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,409 | $24.7K | 0.00% | +456+23.3% | Added |
| Anchor Investment Management, LLC | 2,400 | $24.6K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,325 | $23.8K | 0.00% | +2,325 | New |
| Clearstead Advisors, LLC | 2,307 | $23.6K | 0.00% | +61+2.7% | Added |
| EverSource Wealth Advisors, LLC | 2,304 | $23.6K | 0.00% | +1,078+87.9% | Added |
| Grove Bank & Trust | 2,206 | $22.6K | 0.00% | +2,199+31,414.3% | Added |
| PFS Partners, LLC | 2,018 | $20.7K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,992 | $20.4K | 0.00% | −221−10.0% | Reduced |
| Huntington National Bank | 1,989 | $20.4K | 0.00% | +911+84.5% | Added |
| Versant Capital Management, Inc | 1,913 | $19.6K | 0.00% | +443+30.1% | Added |
| Skopos Labs, Inc. | 1,907 | $19.5K | 0.00% | +1,795+1,602.7% | Added |
| Crewe Advisors LLC | 1,900 | $19.5K | 0.00% | +1,900 | New |
| Meeder Asset Management Inc | 1,881 | $19.3K | 0.00% | +999+113.3% | Added |
| Ameriflex Group, Inc. | 1,850 | $18.9K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,695 | $17.4K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,633 | $16.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,619 | $16.6K | 0.00% | +660+68.8% | Added |
| Glass Jacobson Investment Advisors llc | 1,519 | $15.7K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,520 | $15.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,395 | $14.3K | 0.00% | −60−4.1% | Reduced |
| Sittner & Nelson, LLC | 1,300 | $13.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 961 | $11.3K | 0.00% | +276+40.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,050 | $10.8K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 1,000 | $10.2K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 923 | $9.45K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 805 | $9.25K | 0.00% | +805 | New |
| JFS Wealth Advisors, LLC | 860 | $8.81K | 0.00% | +110+14.7% | Added |
| TD Waterhouse Canada Inc. | 800 | $8.34K | 0.00% | −4,100−83.7% | Reduced |
| Principal Securities, Inc. | 798 | $8.27K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 796 | $8.15K | 0.00% | +311+64.1% | Added |
| Binnacle Investments Inc | 772 | $7.91K | 0.01% | +772 | New |
| Global Wealth Strategies & Associates | 750 | $7.68K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 725 | $7.42K | 0.00% | 00.0% | Unchanged |
| Finley Financial, LLC | 570 | $7.07K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 618 | $6.33K | 0.00% | −881−58.8% | Reduced |
| Winch Advisory Services, LLC | 600 | $6.14K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 579 | $5.93K | 0.00% | +7+1.2% | Added |
| Spire Wealth Management | 547 | $5.60K | 0.00% | +22+4.2% | Added |
| West Oak Capital, LLC | 550 | $5.60K | 0.00% | −1,400−71.8% | Reduced |
| Stonebridge Financial Group, LLC | 440 | $4.51K | 0.00% | +440 | New |
| ORG Partners LLC | 405 | $4.22K | 0.00% | +405 | New |
| Investment Research & Advisory Group, Inc. | 400 | $4.10K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 421 | $4.00K | 0.00% | +421 | New |
| Blume Capital Management, Inc. | 340 | $3.48K | 0.00% | +340 | New |
| Bell Investment Advisors, Inc | 325 | $3.33K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 321 | $3.29K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 300 | $3.07K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 370 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 247 | $2.53K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 231 | $2.37K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 218 | $2.23K | 0.00% | +218 | New |
| NewSquare Capital LLC | 214 | $2.19K | 0.00% | +214 | New |