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 |
|---|---|---|---|---|---|
| R Squared Ltd | 20,720 | $284.3K | 0.16% | +20,720 | New |
| Diversify Advisory Services, LLC | 23,378 | $286.1K | 0.01% | +23,378 | New |
| Matauro, LLC | 21,089 | $289.3K | 0.05% | +9,550+82.8% | Added |
| Ask Capital Management, LLC | 21,556 | $295.7K | 0.06% | −10,682−33.1% | Reduced |
| Sender Co & Partners, Inc. | 21,658 | $297.1K | 0.08% | +21,658 | New |
| Scientech Research LLC | 21,932 | $300.9K | 0.07% | +21,932 | New |
| Marex Group plc | 22,178 | $304.3K | 0.01% | −335,243−93.8% | Reduced |
| TownSquare Capital, LLC | 22,342 | $306.5K | 0.03% | −111,219−83.3% | Reduced |
| Claro Advisors LLC | 22,550 | $309.4K | 0.05% | −201−0.9% | Reduced |
| Hamilton Capital Partners Inc. | 22,600 | $310.1K | 0.02% | 00.0% | Unchanged |
| First Western Trust Bank | 22,865 | $313.7K | 0.01% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 22,901 | $314.0K | 0.15% | +22,901 | New |
| Metis Global Partners, LLC | 23,057 | $316.3K | 0.01% | +2,724+13.4% | Added |
| Interchange Capital Partners, LLC | 23,086 | $316.7K | 0.07% | +4,360+23.3% | Added |
| Evergreen Capital Management LLC | 23,737 | $325.7K | 0.01% | +1,755+8.0% | Added |
| HB Wealth Management, LLC | 23,941 | $328.5K | 0.00% | −509−2.1% | Reduced |
| Teza Capital Management LLC | 23,973 | $328.9K | 0.25% | +23,973 | New |
| Polymer Capital Management (US) LLC | 24,054 | $330.0K | 0.05% | +24,054 | New |
| Diametric Capital, LP | 24,103 | $330.7K | 0.18% | +24,103 | New |
| Seven Mile Advisory | 24,330 | $333.8K | 0.20% | −221−0.9% | Reduced |
| Sanctuary Advisors, LLC | 24,390 | $334.6K | 0.00% | −1,463−5.7% | Reduced |
| Heron Bay Capital Management | 24,483 | $335.9K | 0.07% | +24,483 | New |
| Harbour Investments, Inc. | 24,697 | $338.8K | 0.01% | −29,508−54.4% | Reduced |
| Emerald Advisers, LLC | 24,836 | $340.8K | 0.01% | −7,923−24.2% | Reduced |
| Accuvest Global Advisors | 24,875 | $341.0K | 0.22% | −9,991−28.7% | Reduced |
| AMF Pensionsforsakring AB | 25,603 | $351.3K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 26,000 | $356.7K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 26,060 | $357.5K | 0.01% | +26,060 | New |
| Callan Family Office, LLC | 26,344 | $361.4K | 0.01% | +26,344 | New |
| Integrity Investment Advisors, LLC | 26,362 | $361.7K | 0.28% | +26,362 | New |
| Arlington Capital Management, Inc. | 26,392 | $362.1K | 0.31% | +3,750+16.6% | Added |
| Brown Advisory Inc | 26,472 | $363.2K | 0.00% | −4,899−15.6% | Reduced |
| Larson Financial Group LLC | 26,764 | $367.2K | 0.01% | +3,087+13.0% | Added |
| Americana Partners, LLC | 27,020 | $370.7K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 27,305 | $374.6K | 0.00% | −50−0.2% | Reduced |
| LRI Investments, LLC | 27,619 | $378.9K | 0.03% | +14,164+105.3% | Added |
| Leavell Investment Management, Inc. | 28,165 | $386.4K | 0.02% | +3,375+13.6% | Added |
| Alpine Global Management, LLC | 28,350 | $389.0K | 0.09% | +28,350 | New |
| Dark Forest Capital Management LP | 28,561 | $391.9K | 0.02% | −100,082−77.8% | Reduced |
| Hershey Trust Co | 29,046 | $398.5K | 0.00% | −500,018−94.5% | Reduced |
| Custom Index Systems, LLC | 29,402 | $403.4K | 0.19% | +4,160+16.5% | Added |
| Integrated Wealth Concepts LLC | 29,416 | $403.6K | 0.00% | +2,995+11.3% | Added |
| Tradition Wealth Management, LLC | 29,605 | $406.2K | 0.03% | +2,562+9.5% | Added |
| Williams Jones Wealth Management, LLC. | 29,700 | $407.5K | 0.00% | +29,700 | New |
| Gsa Capital Partners LLP | 29,891 | $410.0K | 0.03% | −13,052−30.4% | Reduced |
| Solstein Capital, LLC | 30,400 | $417.1K | 0.21% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 30,690 | $421.1K | 0.01% | +8,735+39.8% | Added |
| Nwam LLC | 34,655 | $423.5K | 0.02% | −5,700−14.1% | Reduced |
| Dakota Wealth Management | 31,314 | $429.6K | 0.01% | +1,180+3.9% | Added |
| Ronald Blue Trust, Inc. | 31,575 | $433.2K | 0.01% | +2,524+8.7% | Added |
| Atria Wealth Solutions, Inc. | 31,662 | $433.3K | 0.01% | +15,801+99.6% | Added |
| Ping Capital Management, Inc. | 32,100 | $440.4K | 0.25% | −200−0.6% | Reduced |
| Gibbs Wealth Management | 32,328 | $443.5K | 0.09% | +5,915+22.4% | Added |
| FDx Advisors, Inc. | 32,796 | $450.0K | 0.14% | −1,314−3.9% | Reduced |
| J2 Capital Management Inc | 32,844 | $450.6K | 0.36% | +32,844 | New |
| Caption Management, LLC | 32,900 | $451.4K | 0.04% | −212,100−86.6% | Reduced |
| Congress Wealth Management LLC | 33,045 | $453.4K | 0.00% | +33,045 | New |
| Merit Financial Group, LLC | 33,132 | $454.6K | 0.01% | +15,542+88.4% | Added |
| BIT Capital GmbH | 33,740 | $462.9K | 0.03% | +942+2.9% | Added |
| Bleakley Financial Group, LLC | 34,900 | $478.8K | 0.01% | +12,691+57.1% | Added |
| GWM Advisors LLC | 35,389 | $485.5K | 0.00% | −118,251−77.0% | Reduced |
| C WorldWide Group Holding A/S | 35,472 | $487.0K | 0.01% | −17,385−32.9% | Reduced |
| Wedmont Private Capital | 36,255 | $494.5K | 0.02% | +6,474+21.7% | Added |
| Pathway Capital Management, LP | 36,264 | $497.5K | 0.54% | −35,383−49.4% | Reduced |
| LRT Capital Management, LLC | 36,799 | $504.9K | 0.30% | −8,972−19.6% | Reduced |
| IPG Investment Advisors LLC | 36,991 | $507.5K | 0.10% | −29,861−44.7% | Reduced |
| Rakuten Securities, Inc. | 37,026 | $508.0K | 0.20% | −9,696−20.8% | Reduced |
| Winton Group Ltd | 37,156 | $509.8K | 0.03% | +10,332+38.5% | Added |
| SRN Advisors, LLC | 37,166 | $509.9K | 0.46% | −30,167−44.8% | Reduced |
| Financial Perspectives, Inc | 37,517 | $514.7K | 0.16% | +4,598+14.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 37,549 | $515.2K | 0.00% | +10,609+39.4% | Added |
| Squarepoint Ops LLC | 38,114 | $522.9K | 0.00% | +5,784+17.9% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 39,600 | $529.1K | 0.21% | −6,240−13.6% | Reduced |
| Park Avenue Securities LLC | 38,653 | $530.0K | 0.00% | +9,840+34.2% | Added |
| Massar Capital Management, LP | 40,000 | $548.8K | 0.41% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 40,156 | $550.9K | 0.02% | +40,156 | New |
| Bridgefront Capital, LLC | 40,429 | $554.7K | 0.15% | +40,429 | New |
| AdvisorNet Financial, Inc | 40,853 | $560.5K | 0.04% | −8,239−16.8% | Reduced |
| Edgestream Partners, L.P. | 41,351 | $567.3K | 0.02% | +41,351 | New |
| Jefferies Financial Group Inc. | 41,412 | $568.2K | 0.01% | +41,412 | New |
| Nomura Holdings Inc | 43,672 | $599.2K | 0.00% | −10,468−19.3% | Reduced |
| Verdence Capital Advisors LLC | 43,704 | $599.6K | 0.04% | +1,351+3.2% | Added |
| IFP Advisors, Inc | 43,956 | $612.2K | 0.02% | −10,375−19.1% | Reduced |
| Princeton Capital Management LLC | 45,422 | $623.2K | 0.19% | +526+1.2% | Added |
| Personal Cfo Solutions, LLC | 46,331 | $635.7K | 0.12% | +4,249+10.1% | Added |
| Belpointe Asset Management LLC | 47,226 | $647.9K | 0.03% | +47,226 | New |
| Fortis Capital Advisors, LLC | 47,226 | $647.9K | 0.12% | +47,226 | New |
| Worldquant Millennium Advisors LLC | 47,964 | $658.1K | 0.00% | +47,964 | New |
| Jones Financial Companies LLLP | 50,802 | $673.1K | 0.00% | +16,879+49.8% | Added |
| New Vernon Investment Management LLC | 49,324 | $676.7K | 0.79% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 49,522 | $679.4K | 0.03% | +2,108+4.4% | Added |
| Mount Lucas Management LP | 50,000 | $686.0K | 0.33% | 00.0% | Unchanged |
| Triglav Skladi, D.O.O. | 50,000 | $686.0K | 0.05% | −11,975−19.3% | Reduced |
| DKRT Investments Corp. | 50,000 | $686.0K | 0.17% | +50,000 | New |
| Penbrook Management LLC | 50,065 | $686.9K | 0.52% | −1,125−2.2% | Reduced |
| Clear Harbor Asset Management, LLC | 50,208 | $688.9K | 0.05% | +4,490+9.8% | Added |
| Legacy Wealth Asset Management, LLC | 50,413 | $691.7K | 0.18% | +619+1.2% | Added |
| ABN AMRO Bank N.V. | 50,637 | $697.7K | 0.01% | −2,343−4.4% | Reduced |
| Cornerstone Wealth Group, LLC | 51,098 | $701.1K | 0.05% | +13,430+35.7% | Added |
| Triumph Capital Management | 51,300 | $703.8K | 0.21% | −5,719−10.0% | Reduced |