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, 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 | 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, 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 |
|---|---|---|---|---|---|
| CenterBook Partners LP | 50,684 | $811.5K | 0.04% | −186,759−78.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 50,614 | $810.3K | 0.20% | +201+0.4% | Added |
| Clough Capital Partners L P | 50,455 | $807.8K | 0.07% | +50,455 | New |
| Clear Harbor Asset Management, LLC | 50,180 | $803.4K | 0.06% | −28−0.1% | Reduced |
| 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 |
| Williams Jones Wealth Management, LLC. | 49,750 | $796.5K | 0.01% | +20,050+67.5% | Added |
| MBM Wealth Consultants, LLC | 49,677 | $795.3K | 0.20% | −8,252−14.2% | Reduced |
| New Vernon Investment Management LLC | 49,324 | $789.7K | 0.74% | 00.0% | Unchanged |
| Walleye Trading LLC | 49,318 | $789.6K | 0.01% | −300,483−85.9% | Reduced |
| Personal Cfo Solutions, LLC | 48,780 | $781.0K | 0.14% | +2,449+5.3% | Added |
| Verdence Capital Advisors LLC | 44,508 | $712.1K | 0.04% | +804+1.8% | Added |
| IFP Advisors, Inc | 43,975 | $704.0K | 0.02% | +190.0% | Added |
| Blair William & Co | 43,533 | $697.0K | 0.00% | +16,228+59.4% | Added |
| Southeast Asset Advisors Inc. | 42,462 | $679.8K | 0.07% | +42,462 | New |
| Inspire Advisors, LLC | 42,096 | $674.0K | 0.06% | +42,096 | New |
| Ronald Blue Trust, Inc. | 42,000 | $672.4K | 0.01% | +10,425+33.0% | Added |
| LWM Advisory Services, LLC | 41,080 | $657.7K | 0.38% | +41,080 | New |
| LRT Capital Management, LLC | 40,979 | $656.1K | 0.43% | +4,180+11.4% | Added |
| Interchange Capital Partners, LLC | 40,726 | $652.0K | 0.13% | +17,640+76.4% | Added |
| Integrated Wealth Concepts LLC | 40,384 | $646.5K | 0.01% | +10,968+37.3% | Added |
| Massar Capital Management, LP | 40,000 | $640.4K | 0.23% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 39,961 | $639.8K | 0.00% | +15,571+63.8% | Added |
| Flow Traders U.S. LLC | 37,645 | $603.0K | 0.02% | −115,751−75.5% | Reduced |
| MMBG Investment Advisors Co. | 37,607 | $602.1K | 0.05% | −19,108−33.7% | Reduced |
| Summit Trail Advisors, LLC | 37,580 | $601.7K | 0.01% | +23,736+171.5% | Added |
| Emerald Mutual Fund Advisers Trust | 37,532 | $600.9K | 0.03% | +37,532 | New |
| Financial Perspectives, Inc | 37,517 | $600.6K | 0.17% | 00.0% | Unchanged |
| Vinland Capital Management Gestora de Recursos LTDA. | 31,559 | $588.3K | 7.59% | +31,559 | New |
| Vestmark Advisory Solutions, Inc. | 36,595 | $585.9K | 0.01% | −28,396−43.7% | Reduced |
| Regions Financial Corp | 36,403 | $582.8K | 0.00% | +36,403 | New |
| MAI Capital Management | 35,630 | $570.4K | 0.00% | +27,121+318.7% | Added |
| J2 Capital Management Inc | 35,514 | $568.6K | 0.43% | +2,670+8.1% | Added |
| Axq Capital, LP | 35,488 | $568.2K | 0.22% | +15,650+78.9% | Added |
| Wedmont Private Capital | 37,436 | $566.4K | 0.02% | +1,181+3.3% | Added |
| AdvisorNet Financial, Inc | 35,123 | $562.3K | 0.03% | −5,730−14.0% | Reduced |
| Park Avenue Securities LLC | 34,268 | $549.0K | 0.00% | −4,385−11.3% | Reduced |
| Bleakley Financial Group, LLC | 33,803 | $541.2K | 0.01% | −1,097−3.1% | Reduced |
| Bridgefront Capital, LLC | 33,597 | $537.9K | 0.16% | −6,832−16.9% | Reduced |
| GWM Advisors LLC | 33,446 | $535.5K | 0.00% | −1,943−5.5% | Reduced |
| Wetherby Asset Management Inc | 33,430 | $535.2K | 0.02% | −6,726−16.7% | Reduced |
| Tradition Wealth Management, LLC | 33,370 | $534.3K | 0.04% | +3,765+12.7% | Added |
| Victory Capital Management Inc | 33,219 | $531.8K | 0.00% | +33,219 | New |
| Evergreen Capital Management LLC | 33,089 | $529.8K | 0.01% | +9,352+39.4% | Added |
| Marex Group plc | 33,015 | $528.6K | 0.01% | +10,837+48.9% | Added |
| Nwam LLC | 33,515 | $516.5K | 0.03% | −1,140−3.3% | Reduced |
| Americana Partners, LLC | 32,192 | $515.4K | 0.02% | +5,172+19.1% | Added |
| GeoWealth Management, LLC | 31,895 | $510.6K | 0.02% | +18,934+146.1% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 33,295 | $509.7K | 0.19% | −6,305−15.9% | Reduced |
| Verus Capital Partners, LLC | 31,034 | $496.9K | 0.04% | +31,034 | New |
| Dimensional Fund Advisors LP | 30,404 | $486.8K | 0.00% | +30,404 | New |
| Solstein Capital, LLC | 30,400 | $486.7K | 0.22% | 00.0% | Unchanged |
| Mason & Associates Inc | 30,268 | $484.6K | 0.10% | +30,268 | New |
| Quattro Financial Advisors LLC | 30,000 | $480.3K | 0.15% | +30,000 | New |
| FDx Advisors, Inc. | 29,562 | $476.0K | 0.14% | −3,234−9.9% | Reduced |
| Custom Index Systems, LLC | 29,402 | $470.7K | 0.14% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 29,228 | $467.9K | 0.00% | +5,287+22.1% | Added |
| Point72 (DIFC) Ltd | 29,225 | $467.9K | 0.03% | −962,580−97.1% | Reduced |
| Limestone Investment Advisors LP | 28,277 | $452.7K | 0.20% | +28,277 | New |
| Leavell Investment Management, Inc. | 28,215 | $451.7K | 0.02% | +50+0.2% | Added |
| Larson Financial Group LLC | 28,174 | $451.1K | 0.02% | +1,410+5.3% | Added |
| Westmount Partners, LLC | 29,415 | $446.8K | 0.12% | +29,415 | New |
| Vise Technologies, Inc. | 27,830 | $445.6K | 0.02% | +1,770+6.8% | Added |
| LRI Investments, LLC | 27,240 | $436.1K | 0.04% | −379−1.4% | Reduced |
| C WorldWide Group Holding A/S | 27,223 | $436.0K | 0.01% | −8,249−23.3% | Reduced |
| Dynasty Wealth Management, LLC | 27,223 | $435.8K | 0.01% | +27,223 | New |
| Coldstream Capital Management Inc | 27,198 | $435.4K | 0.01% | −3,492−11.4% | Reduced |
| Western Wealth Management, LLC | 27,163 | $434.9K | 0.02% | +6,935+34.3% | Added |
| Prelude Capital Management, LLC | 27,138 | $434.5K | 0.03% | −46,917−63.4% | Reduced |
| Sheets Smith Wealth Management | 25,992 | $416.1K | 0.05% | +25,992 | New |
| Intellectus Partners, LLC | 25,540 | $408.9K | 0.08% | +8,500+49.9% | Added |
| Davenport & Co LLC | 25,500 | $408.3K | 0.00% | −500−1.9% | Reduced |
| Gibbs Wealth Management | 25,262 | $404.4K | 0.09% | −7,066−21.9% | Reduced |
| Rakuten Securities, Inc. | 25,225 | $403.9K | 0.15% | −11,801−31.9% | Reduced |
| Seven Mile Advisory | 24,357 | $390.0K | 0.06% | +27+0.1% | Added |
| Element Pointe Advisors, LLC | 24,195 | $387.4K | 0.08% | +7,773+47.3% | Added |
| Brown Advisory Inc | 24,170 | $387.0K | 0.00% | −2,302−8.7% | Reduced |
| Harbour Investments, Inc. | 24,162 | $386.8K | 0.01% | −535−2.2% | Reduced |
| Rothschild Investment LLC | 24,034 | $384.8K | 0.02% | +6,363+36.0% | Added |
| Verde Servicos Internacionais S.A. | 24,000 | $384.0K | 0.11% | +24,000 | New |
| Heron Bay Capital Management | 23,952 | $383.5K | 0.07% | −531−2.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 23,199 | $371.4K | 0.00% | +3,800+19.6% | Added |
| Diversify Advisory Services, LLC | 22,998 | $371.0K | 0.01% | −380−1.6% | Reduced |
| Metis Global Partners, LLC | 23,000 | $368.2K | 0.01% | −57−0.2% | Reduced |
| Princeton Capital Management LLC | 22,922 | $367.0K | 0.10% | −22,500−49.5% | Reduced |
| Callan Family Office, LLC | 22,882 | $366.3K | 0.01% | −3,462−13.1% | Reduced |
| First Western Trust Bank | 22,865 | $366.1K | 0.02% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 22,849 | $365.8K | 0.00% | −171,207−88.2% | Reduced |
| Cresset Asset Management, LLC | 22,770 | $364.5K | 0.00% | +7,529+49.4% | Added |
| Hamilton Capital Partners Inc. | 22,600 | $361.8K | 0.01% | 00.0% | Unchanged |
| Claro Advisors LLC | 22,550 | $361.0K | 0.05% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 22,515 | $360.5K | 0.02% | +22,515 | New |
| Aaron Wealth Advisors | 22,330 | $357.5K | 0.02% | +22,330 | New |
| Vinva Investment Management Ltd | 21,950 | $350.1K | 0.01% | +21,950 | New |
| Emerald Advisers, LLC | 21,684 | $347.2K | 0.01% | −3,152−12.7% | Reduced |
| Arlington Capital Management, Inc. | 21,442 | $343.3K | 0.22% | −4,950−18.8% | Reduced |
| Accuvest Global Advisors | 21,407 | $343.0K | 0.21% | −3,468−13.9% | Reduced |
| Integrity Investment Advisors, LLC | 21,383 | $342.3K | 0.23% | −4,979−18.9% | Reduced |
| Orion Capital Management LLC | 21,300 | $341.0K | 0.12% | +6,000+39.2% | Added |