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 |
|---|---|---|---|---|---|
| Quarry LP | 5,637 | $77.3K | 0.02% | −3,276−36.8% | Reduced |
| Ancora Advisors, LLC | 5,712 | $78.4K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 5,800 | $79.6K | 0.00% | −840−12.7% | Reduced |
| Opal Wealth Advisors, LLC | 5,920 | $81.2K | 0.02% | +171+3.0% | Added |
| Whipplewood Advisors, LLC | 6,223 | $85.4K | 0.05% | +2,706+76.9% | Added |
| TD Waterhouse Canada Inc. | 6,352 | $86.6K | 0.00% | +5,552+694.0% | Added |
| Smartleaf Asset Management LLC | 7,295 | $96.7K | 0.01% | −1,430−16.4% | Reduced |
| Skopos Labs, Inc. | 7,236 | $99.3K | 0.01% | +5,329+279.4% | Added |
| Newbridge Financial Services Group, Inc. | 8,000 | $109.8K | 0.02% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 8,000 | $109.8K | 0.08% | 00.0% | Unchanged |
| Assetmark, Inc | 8,169 | $112.1K | 0.00% | −6,544−44.5% | Reduced |
| MAI Capital Management | 8,509 | $116.7K | 0.00% | +525+6.6% | Added |
| Ridgewood Investments LLC | 8,764 | $120.2K | 0.05% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 8,895 | $122.0K | 0.05% | +7,200+424.8% | Added |
| GAMMA Investing LLC | 9,755 | $133.8K | 0.01% | +2,705+38.4% | Added |
| Heritage Wealth Management, Inc. | 10,000 | $137.2K | 0.10% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 10,088 | $138.4K | 0.04% | −3,000−22.9% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 10,144 | $139.2K | 0.01% | +10,144 | New |
| American Trust | 10,190 | $139.8K | 0.01% | +10,190 | New |
| Aspen Grove Capital, LLC | 10,511 | $144.2K | 0.02% | +10,511 | New |
| Delta Asset Management LLC | 10,740 | $147.4K | 0.01% | 00.0% | Unchanged |
| Ascent Group, LLC | 10,787 | $148.0K | 0.01% | −1,130−9.5% | Reduced |
| Quantitative Investment Management, LLC | 10,863 | $149.0K | 0.02% | +10,863 | New |
| Umb Bank N A | 11,113 | $152.5K | 0.00% | +1,862+20.1% | Added |
| Pinnacle Associates Ltd | 11,145 | $152.9K | 0.00% | −6,962−38.4% | Reduced |
| Stonekeep Investments, LLC | 11,294 | $154.9K | 0.10% | −415−3.5% | Reduced |
| Covestor Ltd | 11,275 | $155.0K | 0.09% | −2,073−15.5% | Reduced |
| Harvest Fund Management Co., Ltd | 11,261 | $155.0K | 0.01% | +8,204+268.4% | Added |
| SRS Capital Advisors, Inc. | 11,393 | $156.3K | 0.01% | −228−2.0% | Reduced |
| We Are One Seven, LLC | 11,729 | $160.9K | 0.01% | +11,729 | New |
| DGS Capital Management, LLC | 11,736 | $161.0K | 0.03% | +11,736 | New |
| Fullcircle Wealth LLC | 13,475 | $162.1K | 0.06% | −388−2.8% | Reduced |
| D.B. Root & Company, LLC | 11,832 | $162.3K | 0.05% | +11,832 | New |
| Marathon Trading Investment Management LLC | 12,200 | $167.4K | 0.10% | −17,800−59.3% | Reduced |
| TriaGen Wealth Management LLC | 12,500 | $171.5K | 0.05% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 12,500 | $171.5K | 0.09% | +1,000+8.7% | Added |
| Paradice Investment Management LLC | 12,561 | $172.3K | 0.04% | +184+1.5% | Added |
| Drive Wealth Management, LLC | 12,569 | $172.4K | 0.04% | +12,569 | New |
| United Capital Financial Advisers, LLC | 12,700 | $174.2K | 0.00% | −370−2.8% | Reduced |
| Shufro Rose & Co LLC | 17,045 | $174.5K | 0.01% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 12,827 | $176.0K | 0.00% | +12,827 | New |
| Sowell Financial Services LLC | 12,953 | $177.7K | 0.01% | +294+2.3% | Added |
| GeoWealth Management, LLC | 12,961 | $177.8K | 0.01% | +9,994+336.8% | Added |
| PDS Planning, Inc | 13,033 | $178.8K | 0.01% | +1,909+17.2% | Added |
| AssuredPartners Investment Advisors, LLC | 13,266 | $182.0K | 0.04% | −2,393−15.3% | Reduced |
| Eagle Rock Investment Company, LLC | 13,540 | $185.8K | 0.03% | +3,396+33.5% | Added |
| EdgePoint Investment Group Inc. | 13,573 | $186.2K | 0.00% | +13,573 | New |
| Main Street Financial Solutions, LLC | 13,627 | $187.0K | 0.01% | +13,627 | New |
| Summit Trail Advisors, LLC | 13,844 | $189.9K | 0.00% | −695−4.8% | Reduced |
| Private Wealth Partners, LLC | 13,900 | $190.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 14,557 | $199.7K | 0.00% | −2,382−14.1% | Reduced |
| Tectonic Advisors LLC | 14,566 | $199.8K | 0.01% | −30.0% | Reduced |
| Park National Corp | 14,677 | $201.4K | 0.01% | +398+2.8% | Added |
| D.A. Davidson & Co. | 14,945 | $205.0K | 0.00% | −17,650−54.1% | Reduced |
| Scott Marsh Financial, LLC | 15,002 | $205.8K | 0.08% | +15,002 | New |
| Cresset Asset Management, LLC | 15,241 | $209.1K | 0.00% | −8,321−35.3% | Reduced |
| Orion Capital Management LLC | 15,300 | $209.9K | 0.08% | +10,000+188.7% | Added |
| Fortis Capital Management LLC | 15,352 | $210.6K | 0.03% | +3,860+33.6% | Added |
| Granite Group Advisors, LLC | 15,429 | $211.7K | 0.13% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 15,438 | $211.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 15,474 | $212.3K | 0.03% | −797−4.9% | Reduced |
| Signaturefd, LLC | 15,541 | $213.2K | 0.00% | +4,392+39.4% | Added |
| Cary Street Partners Financial LLC | 15,561 | $213.5K | 0.01% | −3,000−16.2% | Reduced |
| Parallel Advisors, LLC | 15,794 | $216.7K | 0.00% | +2,093+15.3% | Added |
| Mesirow Financial Investment Management, Inc. | 15,802 | $216.8K | 0.00% | −4,803−23.3% | Reduced |
| Chicago Trust Co NA | 15,916 | $218.4K | 0.03% | −5,769−26.6% | Reduced |
| DLD Asset Management, LP | 16,105 | $221.0K | 0.03% | +16,105 | New |
| Vancity Investment Management Ltd | 16,143 | $221.0K | 0.03% | +16,143 | New |
| Rafferty Asset Management, LLC | 16,202 | $222.3K | 0.00% | +4,459+38.0% | Added |
| Element Pointe Advisors, LLC | 16,422 | $225.3K | 0.05% | +16,422 | New |
| Canvas Wealth Advisors, LLC | 18,187 | $229.3K | 0.05% | +57+0.3% | Added |
| Transcend Wealth Collective, LLC | 16,770 | $230.1K | 0.02% | −4,855−22.5% | Reduced |
| Krane Funds Advisors LLC | 16,834 | $231.0K | 0.01% | −3,488−17.2% | Reduced |
| Intellectus Partners, LLC | 17,040 | $233.8K | 0.05% | −39,150−69.7% | Reduced |
| PharVision Advisers, LLC | 17,071 | $234.2K | 0.34% | +4,494+35.7% | Added |
| Syon Capital LLC | 17,247 | $236.6K | 0.02% | +430+2.6% | Added |
| Bryn Mawr Trust Co | 17,271 | $237.0K | 0.00% | +9,392+119.2% | Added |
| Northwest Wealth Management, LLC | 17,650 | $242.2K | 0.04% | +551+3.2% | Added |
| Rothschild Investment LLC | 17,671 | $242.4K | 0.02% | +1,046+6.3% | Added |
| Portside Wealth Group, LLC | 17,797 | $244.2K | 0.04% | +172+1.0% | Added |
| Breakwater Capital Group | 17,924 | $245.9K | 0.04% | −150−0.8% | Reduced |
| Aptus Capital Advisors, LLC | 17,985 | $246.8K | 0.00% | +347+2.0% | Added |
| Ellevest, Inc. | 18,198 | $249.7K | 0.04% | −17,648−49.2% | Reduced |
| Ballentine Partners, LLC | 18,248 | $250.4K | 0.00% | +4,843+36.1% | Added |
| FineMark National Bank & Trust | 18,425 | $252.8K | 0.01% | +18,425 | New |
| Alliance Wealth Advisors, LLC | 18,611 | $255.3K | 0.06% | +1,313+7.6% | Added |
| Clear Street Markets LLC | 18,860 | $258.8K | 0.09% | +18,860 | New |
| Platform Technology Partners | 18,900 | $259.3K | 0.07% | −16,246−46.2% | Reduced |
| Buckingham Strategic Partners | 18,932 | $259.7K | 0.00% | +2,958+18.5% | Added |
| Good Life Advisors, LLC | 19,031 | $261.1K | 0.02% | +4,756+33.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,309 | $264.9K | 0.01% | +2,809+17.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 19,399 | $265.5K | 0.00% | +19,399 | New |
| Financial Advocates Investment Management | 19,412 | $266.3K | 0.02% | −14,092−42.1% | Reduced |
| Axq Capital, LP | 19,838 | $272.2K | 0.09% | +19,838 | New |
| TradeLink Capital LLC | 19,900 | $273.0K | 0.97% | +19,900 | New |
| Saba Capital Management, L.P. | 19,928 | $273.4K | 0.01% | +19,928 | New |
| Nebula Research & Development LLC | 19,937 | $273.5K | 0.02% | +7,760+63.7% | Added |
| Perigon Wealth Management, LLC | 19,996 | $274.3K | 0.01% | +5,355+36.6% | Added |
| Western Wealth Management, LLC | 20,228 | $277.5K | 0.02% | +5,330+35.8% | Added |
| Geneos Wealth Management Inc. | 20,392 | $279.8K | 0.01% | +18,997+1,361.8% | Added |