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, Q2 2025
Institutional positions in Nu Holdings Ltd. as of Jun 30, 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
- 784
- +62 vs. Q1 2025
- Shares held
- 2.77B
- −40.2M (−1.4%) vs. Q1 2025
- Total value
- $37.8B
- +$9.12B (+31.7%) vs. Q1 2025
- New holders
- 141
- 323 more added
- Sold out
- 79
- 228 more reduced
11 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Nu Holdings Ltd.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 10 | $137 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 14 | $192 | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 16 | $220 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 19 | $261 | 0.00% | +4+26.7% | Added |
| Stephens Consulting, LLC | 19 | $261 | 0.00% | +19 | New |
| CoreCap Advisors, LLC | 20 | $274 | 0.00% | −84−80.8% | Reduced |
| Private Wealth Asset Management, LLC | 20 | $274 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 25 | $343 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 26 | $357 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 35 | $481 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 45 | $614 | 0.00% | +45 | New |
| Kimelman & Baird, LLC | 55 | $755 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 70 | $851 | 0.00% | −735−91.3% | Reduced |
| Golden State Wealth Management, LLC | 71 | $974 | 0.00% | −160−69.3% | Reduced |
| Manchester Capital Management LLC | 78 | $1.07K | 0.00% | +15+23.8% | Added |
| WealthTrak Capital Management LLC | 80 | $1.10K | 0.00% | +35+77.8% | Added |
| Private Trust Co NA | 81 | $1.11K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 86 | $1.18K | 0.00% | −41,523−99.8% | Reduced |
| Sierra Ocean, LLC | 92 | $1.26K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 100 | $1.37K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $1.37K | 0.00% | +100 | New |
| Truvestments Capital LLC | 100 | $1.37K | 0.00% | +100 | New |
| Financial Network Wealth Advisors LLC | 102 | $1.40K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 131 | $1.80K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 136 | $1.87K | 0.00% | +9+7.1% | Added |
| Spire Wealth Management | 147 | $2.02K | 0.00% | −400−73.1% | Reduced |
| Tortoise Investment Management, LLC | 147 | $2.02K | 0.00% | +147 | New |
| Cullen/Frost Bankers, Inc. | 152 | $2.08K | 0.00% | +152 | New |
| Aspect Partners, LLC | 169 | $2.32K | 0.00% | +169 | New |
| Inlight Wealth Management, LLC | 178 | $2.44K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 247 | $2.56K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 200 | $2.74K | 0.00% | −1,319−86.8% | Reduced |
| Ritter Daniher Financial Advisory LLC | 200 | $2.74K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 208 | $2.85K | 0.00% | +55+35.9% | Added |
| Bell Investment Advisors, Inc | 210 | $2.88K | 0.00% | −115−35.4% | Reduced |
| Highline Wealth Partners LLC | 237 | $3.25K | 0.00% | +215+977.3% | Added |
| Total Investment Management Inc | 241 | $3.31K | 0.00% | +241 | New |
| NewSquare Capital LLC | 288 | $3.95K | 0.00% | +74+34.6% | Added |
| VSM Wealth Advisory, LLC | 300 | $4.12K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 321 | $4.40K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 364 | $4.99K | 0.00% | +208+133.3% | Added |
| Hemington Wealth Management | 370 | $5.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 421 | $6.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 550 | $7.50K | 0.00% | 00.0% | Unchanged |
| Finley Financial, LLC | 570 | $7.82K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 586 | $7.99K | 0.00% | +586 | New |
| Winch Advisory Services, LLC | 600 | $8.23K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 656 | $9.00K | 0.00% | +656 | New |
| Essential Partners LLC | 699 | $9.59K | 0.00% | +699 | New |
| Avion Wealth | 800 | $10.0K | 0.00% | +400+100.0% | Added |
| Riggs Asset Managment Co. Inc. | 744 | $10.2K | 0.00% | +744 | New |
| Activest Wealth Management | 745 | $10.2K | 0.00% | +166+28.7% | Added |
| JFS Wealth Advisors, LLC | 750 | $10.3K | 0.00% | −110−12.8% | Reduced |
| Global Wealth Strategies & Associates | 750 | $10.3K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 900 | $11.0K | 0.00% | +900 | New |
| Binnacle Investments Inc | 825 | $11.3K | 0.01% | +53+6.9% | Added |
| Parkside Financial Bank & Trust | 880 | $12.1K | 0.00% | +84+10.6% | Added |
| Grove Bank & Trust | 944 | $13.0K | 0.00% | −1,262−57.2% | Reduced |
| Accent Capital Management, LLC | 975 | $13.4K | 0.01% | +757+347.2% | Added |
| Raelipskie Partnership | 1,000 | $13.7K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,050 | $14.4K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1,084 | $14.9K | 0.04% | +1,084 | New |
| Sittner & Nelson, LLC | 1,300 | $17.8K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,300 | $17.8K | 0.00% | +960+282.4% | Added |
| Fifth Third Bancorp | 1,392 | $19.1K | 0.00% | −241−14.8% | Reduced |
| Investment Research & Advisory Group, Inc. | 1,500 | $20.6K | 0.01% | +1,100+275.0% | Added |
| Toth Financial Advisory Corp | 1,520 | $20.9K | 0.00% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 1,500 | $21.0K | 0.01% | +1,500 | New |
| Harbor Investment Advisory, LLC | 1,660 | $22.8K | 0.00% | +1,660 | New |
| UMA Financial Services, Inc. | 1,688 | $23.2K | 0.00% | +1,581+1,477.6% | Added |
| Ameriflex Group, Inc. | 1,850 | $24.8K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 1,880 | $25.8K | 0.00% | −1,234−39.6% | Reduced |
| Armstrong Advisory Group, Inc | 2,000 | $27.4K | 0.00% | +2,000 | New |
| PFS Partners, LLC | 2,018 | $27.7K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,020 | $27.7K | 0.00% | +1,822+920.2% | Added |
| Meeder Asset Management Inc | 2,164 | $29.7K | 0.00% | +283+15.0% | Added |
| NBC Securities, Inc. | 2,301 | $31.0K | 0.00% | −560−19.6% | Reduced |
| Quaker Wealth Management, LLC | 2,300 | $31.6K | 0.01% | +2,300 | New |
| ORG Partners LLC | 2,325 | $31.7K | 0.01% | +1,920+474.1% | Added |
| Anchor Investment Management, LLC | 2,400 | $32.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,429 | $33.3K | 0.00% | +440+22.1% | Added |
| Turim 21 Investimentos Ltda. | 2,450 | $33.6K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,513 | $34.5K | 0.00% | +206+8.9% | Added |
| Allworth Financial LP | 2,562 | $35.2K | 0.00% | +1,601+166.6% | Added |
| Ameritas Advisory Services, LLC | 2,610 | $35.8K | 0.00% | +2,610 | New |
| First Horizon Advisors, Inc. | 2,620 | $35.9K | 0.00% | +211+8.8% | Added |
| Atlantic Union Bankshares Corp | 2,800 | $38.4K | 0.00% | +2,800 | New |
| Piscataqua Savings Bank | 3,000 | $41.2K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3,051 | $42.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3,105 | $42.6K | 0.00% | −710−18.6% | Reduced |
| Global Retirement Partners, LLC | 3,110 | $42.7K | 0.00% | +3,110 | New |
| Principal Securities, Inc. | 3,167 | $43.5K | 0.00% | +2,369+296.9% | Added |
| FNY Investment Advisers, LLC | 3,342 | $45.0K | 0.02% | +3,341+334,100.0% | Added |
| WPG Advisers, LLC | 3,401 | $46.7K | 0.04% | −299−8.1% | Reduced |
| EverSource Wealth Advisors, LLC | 3,768 | $51.7K | 0.00% | +1,464+63.5% | Added |
| Center for Financial Planning, Inc. | 3,787 | $52.0K | 0.01% | +3,787 | New |
| Farther Finance Advisors, LLC | 5,017 | $68.8K | 0.00% | +767+18.0% | Added |
| Versant Capital Management, Inc | 5,155 | $70.7K | 0.01% | +3,242+169.5% | Added |
| Cliffwater LLC | 5,472 | $75.1K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 5,600 | $76.8K | 0.01% | −400−6.7% | Reduced |