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 |
|---|---|---|---|---|---|
| Oak Grove Capital LLC | 21,050 | $337.0K | 0.07% | −33,800−61.6% | Reduced |
| Orion Capital Management LLC | 21,300 | $341.0K | 0.12% | +6,000+39.2% | Added |
| Integrity Investment Advisors, LLC | 21,383 | $342.3K | 0.23% | −4,979−18.9% | Reduced |
| Accuvest Global Advisors | 21,407 | $343.0K | 0.21% | −3,468−13.9% | Reduced |
| Arlington Capital Management, Inc. | 21,442 | $343.3K | 0.22% | −4,950−18.8% | Reduced |
| Emerald Advisers, LLC | 21,684 | $347.2K | 0.01% | −3,152−12.7% | Reduced |
| Vinva Investment Management Ltd | 21,950 | $350.1K | 0.01% | +21,950 | New |
| Aaron Wealth Advisors | 22,330 | $357.5K | 0.02% | +22,330 | New |
| Venturi Wealth Management, LLC | 22,515 | $360.5K | 0.02% | +22,515 | New |
| Claro Advisors LLC | 22,550 | $361.0K | 0.05% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 22,600 | $361.8K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 22,770 | $364.5K | 0.00% | +7,529+49.4% | Added |
| CIBC World Markets Inc. | 22,849 | $365.8K | 0.00% | −171,207−88.2% | Reduced |
| First Western Trust Bank | 22,865 | $366.1K | 0.02% | 00.0% | Unchanged |
| Callan Family Office, LLC | 22,882 | $366.3K | 0.01% | −3,462−13.1% | Reduced |
| Princeton Capital Management LLC | 22,922 | $367.0K | 0.10% | −22,500−49.5% | Reduced |
| Metis Global Partners, LLC | 23,000 | $368.2K | 0.01% | −57−0.2% | Reduced |
| Diversify Advisory Services, LLC | 22,998 | $371.0K | 0.01% | −380−1.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 23,199 | $371.4K | 0.00% | +3,800+19.6% | Added |
| Heron Bay Capital Management | 23,952 | $383.5K | 0.07% | −531−2.2% | Reduced |
| Verde Servicos Internacionais S.A. | 24,000 | $384.0K | 0.11% | +24,000 | New |
| Rothschild Investment LLC | 24,034 | $384.8K | 0.02% | +6,363+36.0% | Added |
| Harbour Investments, Inc. | 24,162 | $386.8K | 0.01% | −535−2.2% | Reduced |
| Brown Advisory Inc | 24,170 | $387.0K | 0.00% | −2,302−8.7% | Reduced |
| Element Pointe Advisors, LLC | 24,195 | $387.4K | 0.08% | +7,773+47.3% | Added |
| Seven Mile Advisory | 24,357 | $390.0K | 0.06% | +27+0.1% | Added |
| Rakuten Securities, Inc. | 25,225 | $403.9K | 0.15% | −11,801−31.9% | Reduced |
| Gibbs Wealth Management | 25,262 | $404.4K | 0.09% | −7,066−21.9% | Reduced |
| Davenport & Co LLC | 25,500 | $408.3K | 0.00% | −500−1.9% | Reduced |
| Intellectus Partners, LLC | 25,540 | $408.9K | 0.08% | +8,500+49.9% | Added |
| Sheets Smith Wealth Management | 25,992 | $416.1K | 0.05% | +25,992 | New |
| Prelude Capital Management, LLC | 27,138 | $434.5K | 0.03% | −46,917−63.4% | Reduced |
| Western Wealth Management, LLC | 27,163 | $434.9K | 0.02% | +6,935+34.3% | Added |
| Coldstream Capital Management Inc | 27,198 | $435.4K | 0.01% | −3,492−11.4% | Reduced |
| Dynasty Wealth Management, LLC | 27,223 | $435.8K | 0.01% | +27,223 | New |
| C WorldWide Group Holding A/S | 27,223 | $436.0K | 0.01% | −8,249−23.3% | Reduced |
| LRI Investments, LLC | 27,240 | $436.1K | 0.04% | −379−1.4% | Reduced |
| Vise Technologies, Inc. | 27,830 | $445.6K | 0.02% | +1,770+6.8% | Added |
| Westmount Partners, LLC | 29,415 | $446.8K | 0.12% | +29,415 | New |
| Larson Financial Group LLC | 28,174 | $451.1K | 0.02% | +1,410+5.3% | Added |
| Leavell Investment Management, Inc. | 28,215 | $451.7K | 0.02% | +50+0.2% | Added |
| Limestone Investment Advisors LP | 28,277 | $452.7K | 0.20% | +28,277 | New |
| Point72 (DIFC) Ltd | 29,225 | $467.9K | 0.03% | −962,580−97.1% | Reduced |
| HB Wealth Management, LLC | 29,228 | $467.9K | 0.00% | +5,287+22.1% | Added |
| Custom Index Systems, LLC | 29,402 | $470.7K | 0.14% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 29,562 | $476.0K | 0.14% | −3,234−9.9% | Reduced |
| Quattro Financial Advisors LLC | 30,000 | $480.3K | 0.15% | +30,000 | New |
| Mason & Associates Inc | 30,268 | $484.6K | 0.10% | +30,268 | New |
| Solstein Capital, LLC | 30,400 | $486.7K | 0.22% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 30,404 | $486.8K | 0.00% | +30,404 | New |
| Verus Capital Partners, LLC | 31,034 | $496.9K | 0.04% | +31,034 | New |
| Arkfeld Wealth Strategies, L.L.C. | 33,295 | $509.7K | 0.19% | −6,305−15.9% | Reduced |
| GeoWealth Management, LLC | 31,895 | $510.6K | 0.02% | +18,934+146.1% | Added |
| Americana Partners, LLC | 32,192 | $515.4K | 0.02% | +5,172+19.1% | Added |
| Nwam LLC | 33,515 | $516.5K | 0.03% | −1,140−3.3% | Reduced |
| Marex Group plc | 33,015 | $528.6K | 0.01% | +10,837+48.9% | Added |
| Evergreen Capital Management LLC | 33,089 | $529.8K | 0.01% | +9,352+39.4% | Added |
| Victory Capital Management Inc | 33,219 | $531.8K | 0.00% | +33,219 | New |
| Tradition Wealth Management, LLC | 33,370 | $534.3K | 0.04% | +3,765+12.7% | Added |
| Wetherby Asset Management Inc | 33,430 | $535.2K | 0.02% | −6,726−16.7% | Reduced |
| GWM Advisors LLC | 33,446 | $535.5K | 0.00% | −1,943−5.5% | Reduced |
| Bridgefront Capital, LLC | 33,597 | $537.9K | 0.16% | −6,832−16.9% | Reduced |
| Bleakley Financial Group, LLC | 33,803 | $541.2K | 0.01% | −1,097−3.1% | Reduced |
| Park Avenue Securities LLC | 34,268 | $549.0K | 0.00% | −4,385−11.3% | Reduced |
| AdvisorNet Financial, Inc | 35,123 | $562.3K | 0.03% | −5,730−14.0% | Reduced |
| Wedmont Private Capital | 37,436 | $566.4K | 0.02% | +1,181+3.3% | Added |
| Axq Capital, LP | 35,488 | $568.2K | 0.22% | +15,650+78.9% | Added |
| J2 Capital Management Inc | 35,514 | $568.6K | 0.43% | +2,670+8.1% | Added |
| MAI Capital Management | 35,630 | $570.4K | 0.00% | +27,121+318.7% | Added |
| Regions Financial Corp | 36,403 | $582.8K | 0.00% | +36,403 | New |
| Vestmark Advisory Solutions, Inc. | 36,595 | $585.9K | 0.01% | −28,396−43.7% | Reduced |
| Vinland Capital Management Gestora de Recursos LTDA. | 31,559 | $588.3K | 7.59% | +31,559 | New |
| Financial Perspectives, Inc | 37,517 | $600.6K | 0.17% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 37,532 | $600.9K | 0.03% | +37,532 | New |
| Summit Trail Advisors, LLC | 37,580 | $601.7K | 0.01% | +23,736+171.5% | Added |
| MMBG Investment Advisors Co. | 37,607 | $602.1K | 0.05% | −19,108−33.7% | Reduced |
| Flow Traders U.S. LLC | 37,645 | $603.0K | 0.02% | −115,751−75.5% | Reduced |
| Sanctuary Advisors, LLC | 39,961 | $639.8K | 0.00% | +15,571+63.8% | Added |
| Massar Capital Management, LP | 40,000 | $640.4K | 0.23% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 40,384 | $646.5K | 0.01% | +10,968+37.3% | Added |
| Interchange Capital Partners, LLC | 40,726 | $652.0K | 0.13% | +17,640+76.4% | Added |
| LRT Capital Management, LLC | 40,979 | $656.1K | 0.43% | +4,180+11.4% | Added |
| LWM Advisory Services, LLC | 41,080 | $657.7K | 0.38% | +41,080 | New |
| Ronald Blue Trust, Inc. | 42,000 | $672.4K | 0.01% | +10,425+33.0% | Added |
| Inspire Advisors, LLC | 42,096 | $674.0K | 0.06% | +42,096 | New |
| Southeast Asset Advisors Inc. | 42,462 | $679.8K | 0.07% | +42,462 | New |
| Blair William & Co | 43,533 | $697.0K | 0.00% | +16,228+59.4% | Added |
| IFP Advisors, Inc | 43,975 | $704.0K | 0.02% | +190.0% | Added |
| Verdence Capital Advisors LLC | 44,508 | $712.1K | 0.04% | +804+1.8% | Added |
| Personal Cfo Solutions, LLC | 48,780 | $781.0K | 0.14% | +2,449+5.3% | Added |
| Walleye Trading LLC | 49,318 | $789.6K | 0.01% | −300,483−85.9% | Reduced |
| New Vernon Investment Management LLC | 49,324 | $789.7K | 0.74% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 49,677 | $795.3K | 0.20% | −8,252−14.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 49,750 | $796.5K | 0.01% | +20,050+67.5% | Added |
| J. Goldman & Co LP | 50,000 | $800.5K | 0.03% | −261,200−83.9% | Reduced |
| Mount Lucas Management LP | 50,000 | $800.5K | 0.36% | 00.0% | Unchanged |
| Triglav Skladi, D.O.O. | 50,000 | $800.5K | 0.05% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 50,180 | $803.4K | 0.06% | −28−0.1% | Reduced |
| Clough Capital Partners L P | 50,455 | $807.8K | 0.07% | +50,455 | New |
| Legacy Wealth Asset Management, LLC | 50,614 | $810.3K | 0.20% | +201+0.4% | Added |