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 |
|---|---|---|---|---|---|
| Sig Brokerage, LP | 103,890 | $1.43M | 0.39% | +11,125+12.0% | Added |
| First Trust Advisors LP | 100,910 | $1.38M | 0.00% | −22,674−18.3% | Reduced |
| HighVista Strategies LLC | 100,537 | $1.38M | 0.51% | +800+0.8% | Added |
| Lingohr & Partner Asset Management GmbH | 100,384 | $1.38M | 2.50% | −359,296−78.2% | Reduced |
| Glenmede Investment Management, LP | 98,791 | $1.36M | 0.01% | +98,791 | New |
| CTC Alternative Strategies, Ltd. | 97,980 | $1.34M | 1.18% | +97,980 | New |
| Wolverine Trading, LLC | 101,321 | $1.34M | 0.03% | −274,126−73.0% | Reduced |
| Jain Global LLC | 96,761 | $1.33M | 0.02% | +96,761 | New |
| Erste Asset Management GmbH | 100,000 | $1.32M | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 95,879 | $1.32M | 0.03% | +27,335+39.9% | Added |
| MML Investors Services, LLC | 93,386 | $1.28M | 0.00% | −122−0.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 92,709 | $1.27M | 0.10% | +420+0.5% | Added |
| Harbour Capital Advisors, LLC | 94,215 | $1.27M | 0.27% | −855−0.9% | Reduced |
| Yousif Capital Management, LLC | 91,251 | $1.25M | 0.01% | −1,669−1.8% | Reduced |
| Avantax Advisory Services, Inc. | 91,184 | $1.25M | 0.01% | +8,224+9.9% | Added |
| Capstone Investment Advisors, LLC | 90,989 | $1.25M | 0.01% | +90,989 | New |
| Snowden Capital Advisors LLC | 90,596 | $1.24M | 0.04% | +465+0.5% | Added |
| Ulysses Management LLC | 90,000 | $1.23M | 0.27% | +30,000+50.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 88,239 | $1.21M | 0.08% | −6,116−6.5% | Reduced |
| Nisa Investment Advisors, LLC | 87,800 | $1.20M | 0.01% | +81,800+1,363.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 87,006 | $1.19M | 0.00% | −184−0.2% | Reduced |
| Empire Financial Management Company, LLC | 86,217 | $1.18M | 0.34% | +4,442+5.4% | Added |
| CastleKnight Management LP | 85,600 | $1.17M | 0.08% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 83,705 | $1.15M | 0.01% | +304+0.4% | Added |
| Cigna Investments Inc | 83,158 | $1.14M | 0.20% | −3,500−4.0% | Reduced |
| Machina Capital S.A.S. | 82,471 | $1.13M | 0.24% | −6,859−7.7% | Reduced |
| CWM, LLC | 81,639 | $1.12M | 0.00% | +6,631+8.8% | Added |
| Catalytic Wealth RIA, LLC | 80,195 | $1.10M | 0.09% | +80,195 | New |
| MYDA Advisors LLC | 80,000 | $1.10M | 0.31% | +80,000 | New |
| Capital International Sarl | 79,445 | $1.09M | 0.02% | +23,023+40.8% | Added |
| Magnus Financial Group LLC | 78,957 | $1.08M | 0.10% | 00.0% | Unchanged |
| Sullivan Wood Capital Management LLC | 78,200 | $1.07M | 2.24% | +78,200 | New |
| Parus Finance (UK) Ltd | 77,593 | $1.06M | 0.30% | +13,320+20.7% | Added |
| DekaBank Deutsche Girozentrale | 79,585 | $1.05M | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 76,412 | $1.05M | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 76,244 | $1.05M | 0.01% | −1,466−1.9% | Reduced |
| Frank, Rimerman Advisors LLC | 76,238 | $1.05M | 0.07% | +1,063+1.4% | Added |
| SummitTX Capital, L.P. | 76,121 | $1.04M | 0.05% | −45,765−37.5% | Reduced |
| RSM US Wealth Management LLC | 75,961 | $1.04M | 0.01% | +8,484+12.6% | Added |
| Quantbot Technologies LP | 75,924 | $1.04M | 0.03% | +75,924 | New |
| Broderick Brian C | 74,658 | $1.02M | 0.20% | +43,194+137.3% | Added |
| Carolina Wealth Advisors, LLC | 74,405 | $1.02M | 0.50% | +17,842+31.5% | Added |
| Synovus Financial Corp | 74,183 | $1.02M | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 74,055 | $1.02M | 0.10% | −108−0.1% | Reduced |
| CI Private Wealth, LLC | 73,795 | $1.01M | 0.00% | −29,923−28.9% | Reduced |
| Ethic Inc. | 75,985 | $1.01M | 0.02% | −112,336−59.7% | Reduced |
| Gilder Gagnon Howe & Co LLC | 73,273 | $1.01M | 0.01% | −155−0.2% | Reduced |
| Resources Investment Advisors, LLC. | 73,058 | $1.00M | 0.01% | +1,281+1.8% | Added |
| Circle Wealth Management, LLC | 72,858 | $999.6K | 0.02% | −68,230−48.4% | Reduced |
| Oppenheimer & Co Inc | 71,371 | $979.2K | 0.01% | +4,388+6.6% | Added |
| Natixis | 70,183 | $962.9K | 0.00% | −851,913−92.4% | Reduced |
| Leonteq Securities AG | 70,075 | $961.4K | 0.06% | −76,914−52.3% | Reduced |
| Point72 Hong Kong Ltd | 70,000 | $960.4K | 0.07% | +70,000 | New |
| Salvus Wealth Management, LLC | 69,500 | $953.5K | 0.56% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 68,790 | $943.8K | 0.45% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 67,788 | $930.1K | 0.04% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 67,356 | $924.1K | 0.51% | +67,356 | New |
| Citizens Financial Group Inc | 67,053 | $920.0K | 0.01% | +3,151+4.9% | Added |
| Vestmark Advisory Solutions, Inc. | 64,991 | $891.7K | 0.01% | −1,337−2.0% | Reduced |
| Wedbush Securities Inc | 64,635 | $887.0K | 0.03% | −898−1.4% | Reduced |
| JustInvest LLC | 64,052 | $878.8K | 0.01% | +29,824+87.1% | Added |
| Shell Asset Management Co | 63,289 | $868.0K | 0.03% | +1,165+1.9% | Added |
| Connable Office Inc | 63,060 | $865.2K | 0.09% | −4,676−6.9% | Reduced |
| SkyView Investment Advisors, LLC | 63,934 | $847.0K | 0.12% | −1,287−2.0% | Reduced |
| State of Wyoming | 61,158 | $839.1K | 0.10% | +10,405+20.5% | Added |
| Sava Infond d.o.o. | 60,000 | $823.2K | 0.13% | +60,000 | New |
| Knollwood Investment Advisory, LLC | 59,800 | $820.5K | 0.08% | 00.0% | Unchanged |
| TB Capital Gestao de Recursos Ltda. | 59,651 | $818.4K | 0.71% | +59,651 | New |
| Truist Financial Corp | 59,396 | $814.9K | 0.00% | −41,066−40.9% | Reduced |
| AlTi Global, Inc. | 61,782 | $813.2K | 0.02% | −27,560−30.8% | Reduced |
| Sand Hill Global Advisors, LLC | 58,794 | $806.7K | 0.03% | −3,275−5.3% | Reduced |
| NewEdge Wealth, LLC | 64,381 | $799.0K | 0.01% | +351+0.5% | Added |
| MBM Wealth Consultants, LLC | 57,929 | $794.8K | 0.21% | +9,503+19.6% | Added |
| Catalyst Funds Management Pty Ltd | 57,800 | $793.0K | 0.22% | +57,800 | New |
| Insigneo Advisory Services, LLC | 57,281 | $785.9K | 0.07% | +15,818+38.1% | Added |
| MMBG Investment Advisors Co. | 56,715 | $778.1K | 0.08% | +16,200+40.0% | Added |
| Atria Investments LLC | 56,692 | $777.8K | 0.01% | −2,168−3.7% | Reduced |
| Impact Partnership Wealth, LLC | 56,372 | $773.4K | 0.14% | +56,372 | New |
| Kestra Advisory Services, LLC | 56,280 | $772.2K | 0.00% | +1,539+2.8% | Added |
| United Asset Strategies, Inc. | 55,781 | $765.3K | 0.07% | +55,781 | New |
| Stokes Family Office, LLC | 55,000 | $754.6K | 0.08% | +4,000+7.8% | Added |
| Oak Grove Capital LLC | 54,850 | $752.5K | 0.17% | −350,297−86.5% | Reduced |
| Advisors Asset Management, Inc. | 54,275 | $744.7K | 0.01% | +16,980+45.5% | Added |
| Atomi Financial Group, Inc. | 53,588 | $735.2K | 0.03% | +16,053+42.8% | Added |
| Triumph Capital Management | 51,300 | $703.8K | 0.21% | −5,719−10.0% | Reduced |
| Cornerstone Wealth Group, LLC | 51,098 | $701.1K | 0.05% | +13,430+35.7% | Added |
| ABN AMRO Bank N.V. | 50,637 | $697.7K | 0.01% | −2,343−4.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 50,413 | $691.7K | 0.18% | +619+1.2% | Added |
| Clear Harbor Asset Management, LLC | 50,208 | $688.9K | 0.05% | +4,490+9.8% | Added |
| Penbrook Management LLC | 50,065 | $686.9K | 0.52% | −1,125−2.2% | Reduced |
| 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 |
| Gladstone Institutional Advisory LLC | 49,522 | $679.4K | 0.03% | +2,108+4.4% | Added |
| New Vernon Investment Management LLC | 49,324 | $676.7K | 0.79% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 50,802 | $673.1K | 0.00% | +16,879+49.8% | Added |
| Worldquant Millennium Advisors LLC | 47,964 | $658.1K | 0.00% | +47,964 | New |
| 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 |
| Personal Cfo Solutions, LLC | 46,331 | $635.7K | 0.12% | +4,249+10.1% | Added |