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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 2,562 | $35.2K | 0.00% | +1,601+166.6% | Added |
| Clearstead Advisors, LLC | 2,513 | $34.5K | 0.00% | +206+8.9% | Added |
| Turim 21 Investimentos Ltda. | 2,450 | $33.6K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 2,429 | $33.3K | 0.00% | +440+22.1% | Added |
| Anchor Investment Management, LLC | 2,400 | $32.9K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 2,325 | $31.7K | 0.01% | +1,920+474.1% | Added |
| Quaker Wealth Management, LLC | 2,300 | $31.6K | 0.01% | +2,300 | New |
| NBC Securities, Inc. | 2,301 | $31.0K | 0.00% | −560−19.6% | Reduced |
| Meeder Asset Management Inc | 2,164 | $29.7K | 0.00% | +283+15.0% | Added |
| Brown Brothers Harriman & Co | 2,020 | $27.7K | 0.00% | +1,822+920.2% | Added |
| PFS Partners, LLC | 2,018 | $27.7K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,000 | $27.4K | 0.00% | +2,000 | New |
| TFC Financial Management | 1,880 | $25.8K | 0.00% | −1,234−39.6% | Reduced |
| Ameriflex Group, Inc. | 1,850 | $24.8K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,688 | $23.2K | 0.00% | +1,581+1,477.6% | Added |
| Harbor Investment Advisory, LLC | 1,660 | $22.8K | 0.00% | +1,660 | New |
| LOM Asset Management Ltd | 1,500 | $21.0K | 0.01% | +1,500 | New |
| Toth Financial Advisory Corp | 1,520 | $20.9K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,500 | $20.6K | 0.01% | +1,100+275.0% | Added |
| Fifth Third Bancorp | 1,392 | $19.1K | 0.00% | −241−14.8% | Reduced |
| Sittner & Nelson, LLC | 1,300 | $17.8K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,300 | $17.8K | 0.00% | +960+282.4% | Added |
| LGT Financial Advisors LLC | 1,084 | $14.9K | 0.04% | +1,084 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,050 | $14.4K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 1,000 | $13.7K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 975 | $13.4K | 0.01% | +757+347.2% | Added |
| Grove Bank & Trust | 944 | $13.0K | 0.00% | −1,262−57.2% | Reduced |
| Parkside Financial Bank & Trust | 880 | $12.1K | 0.00% | +84+10.6% | Added |
| Binnacle Investments Inc | 825 | $11.3K | 0.01% | +53+6.9% | Added |
| Twin Peaks Wealth Advisors, LLC | 900 | $11.0K | 0.00% | +900 | New |
| JFS Wealth Advisors, LLC | 750 | $10.3K | 0.00% | −110−12.8% | Reduced |
| Global Wealth Strategies & Associates | 750 | $10.3K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 745 | $10.2K | 0.00% | +166+28.7% | Added |
| Riggs Asset Managment Co. Inc. | 744 | $10.2K | 0.00% | +744 | New |
| Avion Wealth | 800 | $10.0K | 0.00% | +400+100.0% | Added |
| Essential Partners LLC | 699 | $9.59K | 0.00% | +699 | New |
| Strategic Wealth Partners, Ltd. | 656 | $9.00K | 0.00% | +656 | New |
| Winch Advisory Services, LLC | 600 | $8.23K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 586 | $7.99K | 0.00% | +586 | New |
| Finley Financial, LLC | 570 | $7.82K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 550 | $7.50K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 421 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 370 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 364 | $4.99K | 0.00% | +208+133.3% | Added |
| Raffa Wealth Management, LLC | 321 | $4.40K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 300 | $4.12K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 288 | $3.95K | 0.00% | +74+34.6% | Added |
| Total Investment Management Inc | 241 | $3.31K | 0.00% | +241 | New |
| Highline Wealth Partners LLC | 237 | $3.25K | 0.00% | +215+977.3% | Added |
| Bell Investment Advisors, Inc | 210 | $2.88K | 0.00% | −115−35.4% | Reduced |
| True Wealth Design, LLC | 208 | $2.85K | 0.00% | +55+35.9% | Added |
| Glass Jacobson Investment Advisors llc | 200 | $2.74K | 0.00% | −1,319−86.8% | Reduced |
| Ritter Daniher Financial Advisory LLC | 200 | $2.74K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 247 | $2.56K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 178 | $2.44K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 169 | $2.32K | 0.00% | +169 | New |
| Cullen/Frost Bankers, Inc. | 152 | $2.08K | 0.00% | +152 | New |
| Spire Wealth Management | 147 | $2.02K | 0.00% | −400−73.1% | Reduced |
| Tortoise Investment Management, LLC | 147 | $2.02K | 0.00% | +147 | New |
| Atlantic Trust, LLC | 136 | $1.87K | 0.00% | +9+7.1% | Added |
| TD Private Client Wealth LLC | 131 | $1.80K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 102 | $1.40K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 100 | $1.37K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $1.37K | 0.00% | +100 | New |
| Truvestments Capital LLC | 100 | $1.37K | 0.00% | +100 | New |
| Sierra Ocean, LLC | 92 | $1.26K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 86 | $1.18K | 0.00% | −41,523−99.8% | Reduced |
| Private Trust Co NA | 81 | $1.11K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 80 | $1.10K | 0.00% | +35+77.8% | Added |
| Manchester Capital Management LLC | 78 | $1.07K | 0.00% | +15+23.8% | Added |
| Golden State Wealth Management, LLC | 71 | $974 | 0.00% | −160−69.3% | Reduced |
| Cornerstone Planning Group LLC | 70 | $851 | 0.00% | −735−91.3% | Reduced |
| Kimelman & Baird, LLC | 55 | $755 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 45 | $614 | 0.00% | +45 | New |
| South State Corp. | 35 | $481 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 26 | $357 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 25 | $343 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 20 | $274 | 0.00% | −84−80.8% | Reduced |
| Private Wealth Asset Management, LLC | 20 | $274 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 19 | $261 | 0.00% | +4+26.7% | Added |
| Stephens Consulting, LLC | 19 | $261 | 0.00% | +19 | New |
| Vision Financial Markets LLC | 16 | $220 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 14 | $192 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $137 | 0.00% | 00.0% | Unchanged |
| Redpoint Management, LLC | 0 | $0 | 0.00% | −10,597,818−100.0% | Sold out |
| Public Investment Fund | 0 | $0 | 0.00% | −6,825,796−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −6,501,928−100.0% | Sold out |
| Hamilton Lane Advisors LLC | 0 | $0 | 0.00% | −4,139,213−100.0% | Sold out |
| ValueAct Holdings, L.P.SuperinvestorValueAct Capital | 0 | $0 | 0.00% | −3,416,200−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −2,564,623−100.0% | Sold out |
| Mission Creek Capital Partners, Inc. | 0 | $0 | 0.00% | −2,306,308−100.0% | Sold out |
| Massachusetts Institute of Technology | 0 | $0 | 0.00% | −2,116,255−100.0% | Sold out |
| Yong Rong (HK) Asset Management Ltd | 0 | $0 | 0.00% | −2,000,000−100.0% | Sold out |
| Vanderbilt University | 0 | $0 | 0.00% | −1,623,984−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −1,416,937−100.0% | Sold out |
| Johns Hopkins University | 0 | $0 | 0.00% | −910,502−100.0% | Sold out |
| Trustees of Columbia University in the City of New York | 0 | $0 | 0.00% | −909,930−100.0% | Sold out |
| Regents of the University of California | 0 | $0 | 0.00% | −778,855−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −703,928−100.0% | Sold out |
| SCHF (Gpe), LLC | 0 | $0 | 0.00% | −422,959−100.0% | Sold out |