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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 53,588 | $735.2K | 0.03% | +16,053+42.8% | Added |
| Advisors Asset Management, Inc. | 54,275 | $744.7K | 0.01% | +16,980+45.5% | Added |
| Oak Grove Capital LLC | 54,850 | $752.5K | 0.17% | −350,297−86.5% | Reduced |
| Stokes Family Office, LLC | 55,000 | $754.6K | 0.08% | +4,000+7.8% | Added |
| United Asset Strategies, Inc. | 55,781 | $765.3K | 0.07% | +55,781 | New |
| Kestra Advisory Services, LLC | 56,280 | $772.2K | 0.00% | +1,539+2.8% | Added |
| Impact Partnership Wealth, LLC | 56,372 | $773.4K | 0.14% | +56,372 | New |
| Atria Investments LLC | 56,692 | $777.8K | 0.01% | −2,168−3.7% | Reduced |
| MMBG Investment Advisors Co. | 56,715 | $778.1K | 0.08% | +16,200+40.0% | Added |
| Insigneo Advisory Services, LLC | 57,281 | $785.9K | 0.07% | +15,818+38.1% | Added |
| Catalyst Funds Management Pty Ltd | 57,800 | $793.0K | 0.22% | +57,800 | New |
| MBM Wealth Consultants, LLC | 57,929 | $794.8K | 0.21% | +9,503+19.6% | Added |
| NewEdge Wealth, LLC | 64,381 | $799.0K | 0.01% | +351+0.5% | Added |
| Sand Hill Global Advisors, LLC | 58,794 | $806.7K | 0.03% | −3,275−5.3% | Reduced |
| AlTi Global, Inc. | 61,782 | $813.2K | 0.02% | −27,560−30.8% | Reduced |
| Truist Financial Corp | 59,396 | $814.9K | 0.00% | −41,066−40.9% | Reduced |
| TB Capital Gestao de Recursos Ltda. | 59,651 | $818.4K | 0.71% | +59,651 | New |
| Knollwood Investment Advisory, LLC | 59,800 | $820.5K | 0.08% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 60,000 | $823.2K | 0.13% | +60,000 | New |
| State of Wyoming | 61,158 | $839.1K | 0.10% | +10,405+20.5% | Added |
| SkyView Investment Advisors, LLC | 63,934 | $847.0K | 0.12% | −1,287−2.0% | Reduced |
| Connable Office Inc | 63,060 | $865.2K | 0.09% | −4,676−6.9% | Reduced |
| Shell Asset Management Co | 63,289 | $868.0K | 0.03% | +1,165+1.9% | Added |
| JustInvest LLC | 64,052 | $878.8K | 0.01% | +29,824+87.1% | Added |
| Wedbush Securities Inc | 64,635 | $887.0K | 0.03% | −898−1.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 64,991 | $891.7K | 0.01% | −1,337−2.0% | Reduced |
| Citizens Financial Group Inc | 67,053 | $920.0K | 0.01% | +3,151+4.9% | Added |
| Wisconsin Capital Management LLC | 67,356 | $924.1K | 0.51% | +67,356 | New |
| Partners Capital Investment Group, LLP | 67,788 | $930.1K | 0.04% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 68,790 | $943.8K | 0.45% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 69,500 | $953.5K | 0.56% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 70,000 | $960.4K | 0.07% | +70,000 | New |
| Leonteq Securities AG | 70,075 | $961.4K | 0.06% | −76,914−52.3% | Reduced |
| Natixis | 70,183 | $962.9K | 0.00% | −851,913−92.4% | Reduced |
| Oppenheimer & Co Inc | 71,371 | $979.2K | 0.01% | +4,388+6.6% | Added |
| Circle Wealth Management, LLC | 72,858 | $999.6K | 0.02% | −68,230−48.4% | Reduced |
| Resources Investment Advisors, LLC. | 73,058 | $1.00M | 0.01% | +1,281+1.8% | Added |
| Gilder Gagnon Howe & Co LLC | 73,273 | $1.01M | 0.01% | −155−0.2% | Reduced |
| Ethic Inc. | 75,985 | $1.01M | 0.02% | −112,336−59.7% | Reduced |
| CI Private Wealth, LLC | 73,795 | $1.01M | 0.00% | −29,923−28.9% | Reduced |
| Prelude Capital Management, LLC | 74,055 | $1.02M | 0.10% | −108−0.1% | Reduced |
| Synovus Financial Corp | 74,183 | $1.02M | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 74,405 | $1.02M | 0.50% | +17,842+31.5% | Added |
| Broderick Brian C | 74,658 | $1.02M | 0.20% | +43,194+137.3% | Added |
| Quantbot Technologies LP | 75,924 | $1.04M | 0.03% | +75,924 | New |
| RSM US Wealth Management LLC | 75,961 | $1.04M | 0.01% | +8,484+12.6% | Added |
| SummitTX Capital, L.P. | 76,121 | $1.04M | 0.05% | −45,765−37.5% | Reduced |
| Frank, Rimerman Advisors LLC | 76,238 | $1.05M | 0.07% | +1,063+1.4% | Added |
| Private Advisor Group, LLC | 76,244 | $1.05M | 0.01% | −1,466−1.9% | Reduced |
| Janus Henderson Group PLC | 76,412 | $1.05M | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 79,585 | $1.05M | 0.00% | 00.0% | Unchanged |
| Parus Finance (UK) Ltd | 77,593 | $1.06M | 0.30% | +13,320+20.7% | Added |
| Sullivan Wood Capital Management LLC | 78,200 | $1.07M | 2.24% | +78,200 | New |
| Magnus Financial Group LLC | 78,957 | $1.08M | 0.10% | 00.0% | Unchanged |
| Capital International Sarl | 79,445 | $1.09M | 0.02% | +23,023+40.8% | Added |
| MYDA Advisors LLC | 80,000 | $1.10M | 0.31% | +80,000 | New |
| Catalytic Wealth RIA, LLC | 80,195 | $1.10M | 0.09% | +80,195 | New |
| CWM, LLC | 81,639 | $1.12M | 0.00% | +6,631+8.8% | Added |
| Machina Capital S.A.S. | 82,471 | $1.13M | 0.24% | −6,859−7.7% | Reduced |
| Cigna Investments Inc | 83,158 | $1.14M | 0.20% | −3,500−4.0% | Reduced |
| SG Americas Securities, LLC | 83,705 | $1.15M | 0.01% | +304+0.4% | Added |
| CastleKnight Management LP | 85,600 | $1.17M | 0.08% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 86,217 | $1.18M | 0.34% | +4,442+5.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 87,006 | $1.19M | 0.00% | −184−0.2% | Reduced |
| Nisa Investment Advisors, LLC | 87,800 | $1.20M | 0.01% | +81,800+1,363.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 88,239 | $1.21M | 0.08% | −6,116−6.5% | Reduced |
| Ulysses Management LLC | 90,000 | $1.23M | 0.27% | +30,000+50.0% | Added |
| Snowden Capital Advisors LLC | 90,596 | $1.24M | 0.04% | +465+0.5% | Added |
| Capstone Investment Advisors, LLC | 90,989 | $1.25M | 0.01% | +90,989 | New |
| Avantax Advisory Services, Inc. | 91,184 | $1.25M | 0.01% | +8,224+9.9% | Added |
| Yousif Capital Management, LLC | 91,251 | $1.25M | 0.01% | −1,669−1.8% | Reduced |
| Harbour Capital Advisors, LLC | 94,215 | $1.27M | 0.27% | −855−0.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 92,709 | $1.27M | 0.10% | +420+0.5% | Added |
| MML Investors Services, LLC | 93,386 | $1.28M | 0.00% | −122−0.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 95,879 | $1.32M | 0.03% | +27,335+39.9% | Added |
| Erste Asset Management GmbH | 100,000 | $1.32M | 0.01% | 00.0% | Unchanged |
| Jain Global LLC | 96,761 | $1.33M | 0.02% | +96,761 | New |
| Wolverine Trading, LLC | 101,321 | $1.34M | 0.03% | −274,126−73.0% | Reduced |
| CTC Alternative Strategies, Ltd. | 97,980 | $1.34M | 1.18% | +97,980 | New |
| Glenmede Investment Management, LP | 98,791 | $1.36M | 0.01% | +98,791 | New |
| Lingohr & Partner Asset Management GmbH | 100,384 | $1.38M | 2.50% | −359,296−78.2% | Reduced |
| HighVista Strategies LLC | 100,537 | $1.38M | 0.51% | +800+0.8% | Added |
| First Trust Advisors LP | 100,910 | $1.38M | 0.00% | −22,674−18.3% | Reduced |
| Sig Brokerage, LP | 103,890 | $1.43M | 0.39% | +11,125+12.0% | Added |
| Matthews International Capital Management LLC | 104,239 | $1.43M | 0.33% | −177,411−63.0% | Reduced |
| TT International Asset Management LTD | 104,919 | $1.44M | 0.29% | +104,919 | New |
| Advisory Services Network, LLC | 119,721 | $1.46M | 0.02% | +25,631+27.2% | Added |
| Avestar Capital, LLC | 107,068 | $1.47M | 0.11% | +30,665+40.1% | Added |
| Qtron Investments LLC | 109,766 | $1.51M | 0.19% | +2,211+2.1% | Added |
| Crossmark Global Holdings, Inc. | 110,407 | $1.51M | 0.02% | −3,805−3.3% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 111,020 | $1.52M | 1.15% | +111,020 | New |
| Banco Santander, S.A. | 112,253 | $1.54M | 0.01% | +88,252+367.7% | Added |
| Cumberland Partners Ltd | 112,500 | $1.54M | 0.11% | +112,500 | New |
| Shelton Wealth Management, LLC | 114,333 | $1.57M | 0.79% | −5,459−4.6% | Reduced |
| Parametrica Management Ltd | 114,363 | $1.57M | 2.92% | −248,000−68.4% | Reduced |
| TPG Financial Advisors, LLC | 114,911 | $1.58M | 0.63% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 115,382 | $1.58M | 0.54% | +2,979+2.7% | Added |
| IFM Investors Pty Ltd | 116,658 | $1.60M | 0.02% | +9,390+8.8% | Added |
| Hudson Bay Capital Management LP | 116,873 | $1.60M | 0.01% | +116,873 | New |
| MRP Capital Investments, LLC | 118,550 | $1.63M | 1.12% | +28,700+31.9% | Added |