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, Q3 2025
Institutional positions in Nu Holdings Ltd. as of Sep 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
- 802
- +28 vs. Q2 2025
- Shares held
- 2.77B
- +49.5M (+1.8%) vs. Q2 2025
- Total value
- $44.3B
- +$7.06B (+19.0%) vs. Q2 2025
- New holders
- 116
- 350 more added
- Sold out
- 88
- 240 more reduced
10 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Nu Holdings Ltd.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caitong International Asset Management Co., Ltd | 10 | $160 | 0.00% | −76−88.4% | Reduced |
| High Note Wealth, LLC | 10 | $160 | 0.00% | −15−60.0% | Reduced |
| Creative Financial Designs Inc | 10 | $160 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 15 | $240 | 0.00% | +1+7.1% | Added |
| Vision Financial Markets LLC | 16 | $257 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 19 | $305 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 29 | $308 | 0.00% | −41−58.6% | Reduced |
| Private Wealth Asset Management, LLC | 20 | $320 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 20 | $320 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 27 | $410 | 0.00% | +27 | New |
| Mather Group, LLC. | 26 | $416 | 0.00% | +26 | New |
| Abound Wealth Management | 26 | $417 | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 28 | $448 | 0.00% | +28 | New |
| Wealth Preservation Advisors, LLC | 35 | $560 | 0.00% | +35 | New |
| DecisionPoint Financial, LLC | 45 | $684 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 45 | $721 | 0.00% | +10+28.6% | Added |
| Manchester Capital Management LLC | 49 | $785 | 0.00% | −29−37.2% | Reduced |
| Kimelman & Baird, LLC | 55 | $881 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 60 | $961 | 0.00% | +60 | New |
| IAG Wealth Partners, LLC | 65 | $1.04K | 0.00% | +65 | New |
| Golden State Wealth Management, LLC | 71 | $1.14K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 75 | $1.20K | 0.00% | +75 | New |
| IMG Wealth Management, Inc. | 80 | $1.28K | 0.00% | +80 | New |
| Johnson Financial Group, Inc. | 87 | $1.39K | 0.00% | +87 | New |
| Country Trust Bank | 100 | $1.60K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $1.60K | 0.00% | +81+426.3% | Added |
| Financial Network Wealth Advisors LLC | 102 | $1.63K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 131 | $2.10K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 147 | $2.35K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 170 | $2.72K | 0.00% | +23+15.6% | Added |
| Westfuller Advisors, LLC | 172 | $2.75K | 0.00% | +172 | New |
| Inlight Wealth Management, LLC | 178 | $2.85K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 190 | $3.04K | 0.00% | −2,135−91.8% | Reduced |
| Ritter Daniher Financial Advisory LLC | 200 | $3.20K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 208 | $3.33K | 0.00% | −156−42.9% | Reduced |
| First Horizon Corp | 209 | $3.35K | 0.00% | +209 | New |
| Bell Investment Advisors, Inc | 210 | $3.36K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 218 | $3.49K | 0.00% | +10+4.8% | Added |
| Atlantic Trust, LLC | 234 | $3.75K | 0.00% | +98+72.1% | Added |
| Wealth Watch Advisors, INC | 236 | $3.78K | 0.00% | +236 | New |
| Aspect Partners, LLC | 244 | $3.91K | 0.00% | +75+44.4% | Added |
| Pin Oak Investment Advisors Inc | 257 | $4.12K | 0.00% | +257 | New |
| Root Financial Partners, LLC | 263 | $4.21K | 0.00% | +263 | New |
| Thrive Capital Management, LLC | 264 | $4.23K | 0.00% | +264 | New |
| Grove Bank & Trust | 286 | $4.58K | 0.00% | −658−69.7% | Reduced |
| Hemington Wealth Management | 370 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 338 | $5.41K | 0.00% | +91+36.8% | Added |
| Highline Wealth Partners LLC | 340 | $5.44K | 0.00% | +103+43.5% | Added |
| Fifth Third Bancorp | 373 | $5.97K | 0.00% | −1,019−73.2% | Reduced |
| Avion Wealth | 400 | $6.00K | 0.00% | −400−50.0% | Reduced |
| Winthrop Capital Management, LLC | 421 | $7.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 462 | $7.40K | 0.00% | +141+43.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 500 | $8.01K | 0.02% | −550−52.4% | Reduced |
| HM Payson & Co | 500 | $8.01K | 0.00% | +500 | New |
| Glen Eagle Advisors, LLC | 500 | $8.01K | 0.00% | +500 | New |
| PFS Partners, LLC | 518 | $8.29K | 0.00% | −1,500−74.3% | Reduced |
| West Oak Capital, LLC | 550 | $8.80K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 550 | $8.81K | 0.00% | +550 | New |
| Finley Financial, LLC | 570 | $9.13K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 600 | $9.61K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 656 | $10.5K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 673 | $10.8K | 0.00% | +573+573.0% | Added |
| Meeder Asset Management Inc | 733 | $11.7K | 0.00% | −1,431−66.1% | Reduced |
| JFS Wealth Advisors, LLC | 750 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 750 | $12.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 812 | $13.0K | 0.00% | +113+16.2% | Added |
| American National Bank | 943 | $15.1K | 0.00% | +943 | New |
| Binnacle Investments Inc | 958 | $15.3K | 0.01% | +133+16.1% | Added |
| Raelipskie Partnership | 1,000 | $16.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,043 | $16.7K | 0.00% | +163+18.5% | Added |
| Westside Investment Management, Inc. | 1,162 | $17.6K | 0.00% | +576+98.3% | Added |
| Private Trust Co NA | 1,219 | $19.5K | 0.00% | +1,138+1,404.9% | Added |
| Sittner & Nelson, LLC | 1,300 | $20.8K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,485 | $23.8K | 0.00% | +1,485 | New |
| Investment Research & Advisory Group, Inc. | 1,500 | $24.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,520 | $24.3K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,600 | $25.6K | 0.00% | +300+23.1% | Added |
| UMA Financial Services, Inc. | 1,653 | $26.5K | 0.00% | −35−2.1% | Reduced |
| Harbor Investment Advisory, LLC | 1,660 | $26.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,702 | $27.2K | 0.01% | −3,935−69.8% | Reduced |
| TFC Financial Management | 1,880 | $30.1K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,020 | $32.3K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2,300 | $36.8K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,301 | $36.8K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,400 | $38.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,441 | $39.1K | 0.00% | +12+0.5% | Added |
| Clearstead Advisors, LLC | 2,583 | $41.4K | 0.00% | +70+2.8% | Added |
| Wealthspire Advisors, LLC | 2,593 | $41.5K | 0.00% | +2,593 | New |
| Principal Securities, Inc. | 2,849 | $45.6K | 0.00% | −318−10.0% | Reduced |
| Atlantic Union Bankshares Corp | 2,900 | $46.4K | 0.00% | +100+3.6% | Added |
| Piscataqua Savings Bank | 3,000 | $48.0K | 0.04% | 00.0% | Unchanged |
| WPG Advisers, LLC | 3,027 | $48.5K | 0.04% | −374−11.0% | Reduced |
| Capital Analysts, LLC | 3,051 | $49.0K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 3,300 | $52.8K | 0.02% | +3,000+1,000.0% | Added |
| Allworth Financial LP | 3,488 | $55.8K | 0.00% | +926+36.1% | Added |
| Massmutual Trust Co FSB | 3,592 | $57.5K | 0.00% | +487+15.7% | Added |
| EverSource Wealth Advisors, LLC | 3,784 | $60.6K | 0.00% | +16+0.4% | Added |
| Center for Financial Planning, Inc. | 3,787 | $60.6K | 0.01% | 00.0% | Unchanged |
| Cliffwater LLC | 5,472 | $87.6K | 0.02% | 00.0% | Unchanged |