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; 861 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 | 861 | $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 |
|---|---|---|---|---|---|
| Princeton Capital Management LLC | 45,422 | $623.2K | 0.19% | +526+1.2% | Added |
| IFP Advisors, Inc | 43,956 | $612.2K | 0.02% | −10,375−19.1% | Reduced |
| Verdence Capital Advisors LLC | 43,704 | $599.6K | 0.04% | +1,351+3.2% | Added |
| Nomura Holdings Inc | 43,672 | $599.2K | 0.00% | −10,468−19.3% | Reduced |
| Jefferies Financial Group Inc. | 41,412 | $568.2K | 0.01% | +41,412 | New |
| Edgestream Partners, L.P. | 41,351 | $567.3K | 0.02% | +41,351 | New |
| AdvisorNet Financial, Inc | 40,853 | $560.5K | 0.04% | −8,239−16.8% | Reduced |
| Bridgefront Capital, LLC | 40,429 | $554.7K | 0.15% | +40,429 | New |
| Wetherby Asset Management Inc | 40,156 | $550.9K | 0.02% | +40,156 | New |
| Massar Capital Management, LP | 40,000 | $548.8K | 0.41% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 38,653 | $530.0K | 0.00% | +9,840+34.2% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 39,600 | $529.1K | 0.21% | −6,240−13.6% | Reduced |
| Squarepoint Ops LLC | 38,114 | $522.9K | 0.00% | +5,784+17.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 37,549 | $515.2K | 0.00% | +10,609+39.4% | Added |
| Financial Perspectives, Inc | 37,517 | $514.7K | 0.16% | +4,598+14.0% | Added |
| SRN Advisors, LLC | 37,166 | $509.9K | 0.46% | −30,167−44.8% | Reduced |
| Winton Group Ltd | 37,156 | $509.8K | 0.03% | +10,332+38.5% | Added |
| Rakuten Securities, Inc. | 37,026 | $508.0K | 0.20% | −9,696−20.8% | Reduced |
| IPG Investment Advisors LLC | 36,991 | $507.5K | 0.10% | −29,861−44.7% | Reduced |
| LRT Capital Management, LLC | 36,799 | $504.9K | 0.30% | −8,972−19.6% | Reduced |
| Pathway Capital Management, LP | 36,264 | $497.5K | 0.54% | −35,383−49.4% | Reduced |
| Wedmont Private Capital | 36,255 | $494.5K | 0.02% | +6,474+21.7% | Added |
| C WorldWide Group Holding A/S | 35,472 | $487.0K | 0.01% | −17,385−32.9% | Reduced |
| GWM Advisors LLC | 35,389 | $485.5K | 0.00% | −118,251−77.0% | Reduced |
| Bleakley Financial Group, LLC | 34,900 | $478.8K | 0.01% | +12,691+57.1% | Added |
| BIT Capital GmbH | 33,740 | $462.9K | 0.03% | +942+2.9% | Added |
| Merit Financial Group, LLC | 33,132 | $454.6K | 0.01% | +15,542+88.4% | Added |
| Congress Wealth Management LLC | 33,045 | $453.4K | 0.00% | +33,045 | New |
| Caption Management, LLC | 32,900 | $451.4K | 0.04% | −212,100−86.6% | Reduced |
| J2 Capital Management Inc | 32,844 | $450.6K | 0.36% | +32,844 | New |
| FDx Advisors, Inc. | 32,796 | $450.0K | 0.14% | −1,314−3.9% | Reduced |
| Gibbs Wealth Management | 32,328 | $443.5K | 0.09% | +5,915+22.4% | Added |
| Ping Capital Management, Inc. | 32,100 | $440.4K | 0.25% | −200−0.6% | Reduced |
| Atria Wealth Solutions, Inc. | 31,662 | $433.3K | 0.01% | +15,801+99.6% | Added |
| Ronald Blue Trust, Inc. | 31,575 | $433.2K | 0.01% | +2,524+8.7% | Added |
| Dakota Wealth Management | 31,314 | $429.6K | 0.01% | +1,180+3.9% | Added |
| Nwam LLC | 34,655 | $423.5K | 0.02% | −5,700−14.1% | Reduced |
| Coldstream Capital Management Inc | 30,690 | $421.1K | 0.01% | +8,735+39.8% | Added |
| Solstein Capital, LLC | 30,400 | $417.1K | 0.21% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 29,891 | $410.0K | 0.03% | −13,052−30.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 29,700 | $407.5K | 0.00% | +29,700 | New |
| Tradition Wealth Management, LLC | 29,605 | $406.2K | 0.03% | +2,562+9.5% | Added |
| Integrated Wealth Concepts LLC | 29,416 | $403.6K | 0.00% | +2,995+11.3% | Added |
| Custom Index Systems, LLC | 29,402 | $403.4K | 0.19% | +4,160+16.5% | Added |
| Hershey Trust Co | 29,046 | $398.5K | 0.00% | −500,018−94.5% | Reduced |
| Dark Forest Capital Management LP | 28,561 | $391.9K | 0.02% | −100,082−77.8% | Reduced |
| Alpine Global Management, LLC | 28,350 | $389.0K | 0.09% | +28,350 | New |
| Leavell Investment Management, Inc. | 28,165 | $386.4K | 0.02% | +3,375+13.6% | Added |
| LRI Investments, LLC | 27,619 | $378.9K | 0.03% | +14,164+105.3% | Added |
| Blair William & Co | 27,305 | $374.6K | 0.00% | −50−0.2% | Reduced |
| Americana Partners, LLC | 27,020 | $370.7K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 26,764 | $367.2K | 0.01% | +3,087+13.0% | Added |
| Brown Advisory Inc | 26,472 | $363.2K | 0.00% | −4,899−15.6% | Reduced |
| Arlington Capital Management, Inc. | 26,392 | $362.1K | 0.31% | +3,750+16.6% | Added |
| Integrity Investment Advisors, LLC | 26,362 | $361.7K | 0.28% | +26,362 | New |
| Callan Family Office, LLC | 26,344 | $361.4K | 0.01% | +26,344 | New |
| Vise Technologies, Inc. | 26,060 | $357.5K | 0.01% | +26,060 | New |
| Davenport & Co LLC | 26,000 | $356.7K | 0.00% | 00.0% | Unchanged |
| AMF Pensionsforsakring AB | 25,603 | $351.3K | 0.00% | 00.0% | Unchanged |
| Accuvest Global Advisors | 24,875 | $341.0K | 0.22% | −9,991−28.7% | Reduced |
| Emerald Advisers, LLC | 24,836 | $340.8K | 0.01% | −7,923−24.2% | Reduced |
| Harbour Investments, Inc. | 24,697 | $338.8K | 0.01% | −29,508−54.4% | Reduced |
| Heron Bay Capital Management | 24,483 | $335.9K | 0.07% | +24,483 | New |
| Sanctuary Advisors, LLC | 24,390 | $334.6K | 0.00% | −1,463−5.7% | Reduced |
| Seven Mile Advisory | 24,330 | $333.8K | 0.20% | −221−0.9% | Reduced |
| Diametric Capital, LP | 24,103 | $330.7K | 0.18% | +24,103 | New |
| Polymer Capital Management (US) LLC | 24,054 | $330.0K | 0.05% | +24,054 | New |
| Teza Capital Management LLC | 23,973 | $328.9K | 0.25% | +23,973 | New |
| HB Wealth Management, LLC | 23,941 | $328.5K | 0.00% | −509−2.1% | Reduced |
| Evergreen Capital Management LLC | 23,737 | $325.7K | 0.01% | +1,755+8.0% | Added |
| Interchange Capital Partners, LLC | 23,086 | $316.7K | 0.07% | +4,360+23.3% | Added |
| Metis Global Partners, LLC | 23,057 | $316.3K | 0.01% | +2,724+13.4% | Added |
| CMT Capital Markets Trading GmbH | 22,901 | $314.0K | 0.15% | +22,901 | New |
| First Western Trust Bank | 22,865 | $313.7K | 0.01% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 22,600 | $310.1K | 0.02% | 00.0% | Unchanged |
| Claro Advisors LLC | 22,550 | $309.4K | 0.05% | −201−0.9% | Reduced |
| TownSquare Capital, LLC | 22,342 | $306.5K | 0.03% | −111,219−83.3% | Reduced |
| Marex Group plc | 22,178 | $304.3K | 0.01% | −335,243−93.8% | Reduced |
| Scientech Research LLC | 21,932 | $300.9K | 0.07% | +21,932 | New |
| Sender Co & Partners, Inc. | 21,658 | $297.1K | 0.08% | +21,658 | New |
| Ask Capital Management, LLC | 21,556 | $295.7K | 0.06% | −10,682−33.1% | Reduced |
| Matauro, LLC | 21,089 | $289.3K | 0.05% | +9,550+82.8% | Added |
| Diversify Advisory Services, LLC | 23,378 | $286.1K | 0.01% | +23,378 | New |
| R Squared Ltd | 20,720 | $284.3K | 0.16% | +20,720 | New |
| Geneos Wealth Management Inc. | 20,392 | $279.8K | 0.01% | +18,997+1,361.8% | Added |
| Western Wealth Management, LLC | 20,228 | $277.5K | 0.02% | +5,330+35.8% | Added |
| Perigon Wealth Management, LLC | 19,996 | $274.3K | 0.01% | +5,355+36.6% | Added |
| Nebula Research & Development LLC | 19,937 | $273.5K | 0.02% | +7,760+63.7% | Added |
| Saba Capital Management, L.P. | 19,928 | $273.4K | 0.01% | +19,928 | New |
| TradeLink Capital LLC | 19,900 | $273.0K | 0.97% | +19,900 | New |
| Axq Capital, LP | 19,838 | $272.2K | 0.09% | +19,838 | New |
| Financial Advocates Investment Management | 19,412 | $266.3K | 0.02% | −14,092−42.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 19,399 | $265.5K | 0.00% | +19,399 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,309 | $264.9K | 0.01% | +2,809+17.0% | Added |
| Good Life Advisors, LLC | 19,031 | $261.1K | 0.02% | +4,756+33.3% | Added |
| Buckingham Strategic Partners | 18,932 | $259.7K | 0.00% | +2,958+18.5% | Added |
| Platform Technology Partners | 18,900 | $259.3K | 0.07% | −16,246−46.2% | Reduced |
| Clear Street Markets LLC | 18,860 | $258.8K | 0.09% | +18,860 | New |
| Alliance Wealth Advisors, LLC | 18,611 | $255.3K | 0.06% | +1,313+7.6% | Added |
| FineMark National Bank & Trust | 18,425 | $252.8K | 0.01% | +18,425 | New |