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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 18,248 | $250.4K | 0.00% | +4,843+36.1% | Added |
| Ellevest, Inc. | 18,198 | $249.7K | 0.04% | −17,648−49.2% | Reduced |
| Aptus Capital Advisors, LLC | 17,985 | $246.8K | 0.00% | +347+2.0% | Added |
| Breakwater Capital Group | 17,924 | $245.9K | 0.04% | −150−0.8% | Reduced |
| Portside Wealth Group, LLC | 17,797 | $244.2K | 0.04% | +172+1.0% | Added |
| Rothschild Investment LLC | 17,671 | $242.4K | 0.02% | +1,046+6.3% | Added |
| Northwest Wealth Management, LLC | 17,650 | $242.2K | 0.04% | +551+3.2% | Added |
| Bryn Mawr Trust Co | 17,271 | $237.0K | 0.00% | +9,392+119.2% | Added |
| Syon Capital LLC | 17,247 | $236.6K | 0.02% | +430+2.6% | Added |
| PharVision Advisers, LLC | 17,071 | $234.2K | 0.34% | +4,494+35.7% | Added |
| Intellectus Partners, LLC | 17,040 | $233.8K | 0.05% | −39,150−69.7% | Reduced |
| Krane Funds Advisors LLC | 16,834 | $231.0K | 0.01% | −3,488−17.2% | Reduced |
| Transcend Wealth Collective, LLC | 16,770 | $230.1K | 0.02% | −4,855−22.5% | Reduced |
| Canvas Wealth Advisors, LLC | 18,187 | $229.3K | 0.05% | +57+0.3% | Added |
| Element Pointe Advisors, LLC | 16,422 | $225.3K | 0.05% | +16,422 | New |
| Rafferty Asset Management, LLC | 16,202 | $222.3K | 0.00% | +4,459+38.0% | Added |
| Vancity Investment Management Ltd | 16,143 | $221.0K | 0.03% | +16,143 | New |
| DLD Asset Management, LP | 16,105 | $221.0K | 0.03% | +16,105 | New |
| Chicago Trust Co NA | 15,916 | $218.4K | 0.03% | −5,769−26.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 15,802 | $216.8K | 0.00% | −4,803−23.3% | Reduced |
| Parallel Advisors, LLC | 15,794 | $216.7K | 0.00% | +2,093+15.3% | Added |
| Cary Street Partners Financial LLC | 15,561 | $213.5K | 0.01% | −3,000−16.2% | Reduced |
| Signaturefd, LLC | 15,541 | $213.2K | 0.00% | +4,392+39.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 15,474 | $212.3K | 0.03% | −797−4.9% | Reduced |
| Focus Financial Network, Inc. | 15,438 | $211.8K | 0.01% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 15,429 | $211.7K | 0.13% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 15,352 | $210.6K | 0.03% | +3,860+33.6% | Added |
| Orion Capital Management LLC | 15,300 | $209.9K | 0.08% | +10,000+188.7% | Added |
| Cresset Asset Management, LLC | 15,241 | $209.1K | 0.00% | −8,321−35.3% | Reduced |
| Scott Marsh Financial, LLC | 15,002 | $205.8K | 0.08% | +15,002 | New |
| D.A. Davidson & Co. | 14,945 | $205.0K | 0.00% | −17,650−54.1% | Reduced |
| Park National Corp | 14,677 | $201.4K | 0.01% | +398+2.8% | Added |
| Tectonic Advisors LLC | 14,566 | $199.8K | 0.01% | −30.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 14,557 | $199.7K | 0.00% | −2,382−14.1% | Reduced |
| Private Wealth Partners, LLC | 13,900 | $190.7K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 13,844 | $189.9K | 0.00% | −695−4.8% | Reduced |
| Main Street Financial Solutions, LLC | 13,627 | $187.0K | 0.01% | +13,627 | New |
| EdgePoint Investment Group Inc. | 13,573 | $186.2K | 0.00% | +13,573 | New |
| Eagle Rock Investment Company, LLC | 13,540 | $185.8K | 0.03% | +3,396+33.5% | Added |
| AssuredPartners Investment Advisors, LLC | 13,266 | $182.0K | 0.04% | −2,393−15.3% | Reduced |
| PDS Planning, Inc | 13,033 | $178.8K | 0.01% | +1,909+17.2% | Added |
| GeoWealth Management, LLC | 12,961 | $177.8K | 0.01% | +9,994+336.8% | Added |
| Sowell Financial Services LLC | 12,953 | $177.7K | 0.01% | +294+2.3% | Added |
| Pensionmark Financial Group, LLC | 12,827 | $176.0K | 0.00% | +12,827 | New |
| Shufro Rose & Co LLC | 17,045 | $174.5K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 12,700 | $174.2K | 0.00% | −370−2.8% | Reduced |
| Drive Wealth Management, LLC | 12,569 | $172.4K | 0.04% | +12,569 | New |
| Paradice Investment Management LLC | 12,561 | $172.3K | 0.04% | +184+1.5% | Added |
| 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 |
| Marathon Trading Investment Management LLC | 12,200 | $167.4K | 0.10% | −17,800−59.3% | Reduced |
| D.B. Root & Company, LLC | 11,832 | $162.3K | 0.05% | +11,832 | New |
| Fullcircle Wealth LLC | 13,475 | $162.1K | 0.06% | −388−2.8% | Reduced |
| DGS Capital Management, LLC | 11,736 | $161.0K | 0.03% | +11,736 | New |
| We Are One Seven, LLC | 11,729 | $160.9K | 0.01% | +11,729 | New |
| SRS Capital Advisors, Inc. | 11,393 | $156.3K | 0.01% | −228−2.0% | 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 |
| Stonekeep Investments, LLC | 11,294 | $154.9K | 0.10% | −415−3.5% | Reduced |
| Pinnacle Associates Ltd | 11,145 | $152.9K | 0.00% | −6,962−38.4% | Reduced |
| Umb Bank N A | 11,113 | $152.5K | 0.00% | +1,862+20.1% | Added |
| Quantitative Investment Management, LLC | 10,863 | $149.0K | 0.02% | +10,863 | New |
| Ascent Group, LLC | 10,787 | $148.0K | 0.01% | −1,130−9.5% | Reduced |
| Delta Asset Management LLC | 10,740 | $147.4K | 0.01% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 10,511 | $144.2K | 0.02% | +10,511 | New |
| American Trust | 10,190 | $139.8K | 0.01% | +10,190 | New |
| Gerber Kawasaki Wealth & Investment Management | 10,144 | $139.2K | 0.01% | +10,144 | New |
| Garden State Investment Advisory Services LLC | 10,088 | $138.4K | 0.04% | −3,000−22.9% | Reduced |
| Heritage Wealth Management, Inc. | 10,000 | $137.2K | 0.10% | 00.0% | Unchanged |
| GAMMA Investing LLC | 9,755 | $133.8K | 0.01% | +2,705+38.4% | Added |
| Aventura Private Wealth, LLC | 8,895 | $122.0K | 0.05% | +7,200+424.8% | Added |
| Ridgewood Investments LLC | 8,764 | $120.2K | 0.05% | 00.0% | Unchanged |
| MAI Capital Management | 8,509 | $116.7K | 0.00% | +525+6.6% | Added |
| Assetmark, Inc | 8,169 | $112.1K | 0.00% | −6,544−44.5% | Reduced |
| 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 |
| Skopos Labs, Inc. | 7,236 | $99.3K | 0.01% | +5,329+279.4% | Added |
| Smartleaf Asset Management LLC | 7,295 | $96.7K | 0.01% | −1,430−16.4% | Reduced |
| TD Waterhouse Canada Inc. | 6,352 | $86.6K | 0.00% | +5,552+694.0% | Added |
| Whipplewood Advisors, LLC | 6,223 | $85.4K | 0.05% | +2,706+76.9% | Added |
| Opal Wealth Advisors, LLC | 5,920 | $81.2K | 0.02% | +171+3.0% | Added |
| Central Trust Co | 5,800 | $79.6K | 0.00% | −840−12.7% | Reduced |
| Ancora Advisors, LLC | 5,712 | $78.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 5,637 | $77.3K | 0.02% | −3,276−36.8% | Reduced |
| Focused Wealth Management, Inc | 5,600 | $76.8K | 0.01% | −400−6.7% | Reduced |
| Cliffwater LLC | 5,472 | $75.1K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5,155 | $70.7K | 0.01% | +3,242+169.5% | Added |
| Farther Finance Advisors, LLC | 5,017 | $68.8K | 0.00% | +767+18.0% | Added |
| Center for Financial Planning, Inc. | 3,787 | $52.0K | 0.01% | +3,787 | New |
| EverSource Wealth Advisors, LLC | 3,768 | $51.7K | 0.00% | +1,464+63.5% | Added |
| WPG Advisers, LLC | 3,401 | $46.7K | 0.04% | −299−8.1% | Reduced |
| FNY Investment Advisers, LLC | 3,342 | $45.0K | 0.02% | +3,341+334,100.0% | Added |
| Principal Securities, Inc. | 3,167 | $43.5K | 0.00% | +2,369+296.9% | Added |
| Global Retirement Partners, LLC | 3,110 | $42.7K | 0.00% | +3,110 | New |
| Massmutual Trust Co FSB | 3,105 | $42.6K | 0.00% | −710−18.6% | Reduced |
| Capital Analysts, LLC | 3,051 | $42.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 3,000 | $41.2K | 0.03% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 2,800 | $38.4K | 0.00% | +2,800 | New |
| First Horizon Advisors, Inc. | 2,620 | $35.9K | 0.00% | +211+8.8% | Added |
| Ameritas Advisory Services, LLC | 2,610 | $35.8K | 0.00% | +2,610 | New |