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 |
|---|---|---|---|---|---|
| Oak Grove Capital LLC | 21,050 | $337.0K | 0.07% | −33,800−61.6% | Reduced |
| Perigon Wealth Management, LLC | 20,269 | $324.5K | 0.01% | +273+1.4% | Added |
| Ameritas Advisory Services, LLC | 20,000 | $320.2K | 0.02% | +17,390+666.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,865 | $318.0K | 0.01% | +556+2.9% | Added |
| Breakwater Capital Group | 19,865 | $318.0K | 0.05% | +1,941+10.8% | Added |
| Mesirow Financial Investment Management, Inc. | 19,816 | $317.3K | 0.01% | +4,014+25.4% | Added |
| Diametric Capital, LP | 19,775 | $316.6K | 0.12% | −4,328−18.0% | Reduced |
| SRS Capital Advisors, Inc. | 19,752 | $316.2K | 0.00% | +8,359+73.4% | Added |
| Ballentine Partners, LLC | 19,374 | $310.2K | 0.00% | +1,126+6.2% | Added |
| Global Retirement Partners, LLC | 19,182 | $307.1K | 0.01% | +16,072+516.8% | Added |
| Signaturefd, LLC | 19,095 | $305.7K | 0.00% | +3,554+22.9% | Added |
| Geneos Wealth Management Inc. | 19,007 | $304.3K | 0.01% | −1,385−6.8% | Reduced |
| Platform Technology Partners | 18,900 | $302.6K | 0.07% | 00.0% | Unchanged |
| Umb Bank N A | 18,498 | $296.2K | 0.00% | +7,385+66.5% | Added |
| Aptus Capital Advisors, LLC | 18,384 | $294.3K | 0.00% | +399+2.2% | Added |
| Canvas Wealth Advisors, LLC | 19,087 | $292.2K | 0.05% | +900+4.9% | Added |
| Smartleaf Asset Management LLC | 18,033 | $287.6K | 0.02% | +10,738+147.2% | Added |
| Alberta Investment Management Corp | 17,900 | $286.6K | 0.00% | +17,900 | New |
| R Squared Ltd | 17,758 | $284.3K | 0.12% | −2,962−14.3% | Reduced |
| Wedbush Securities Inc | 17,388 | $278.0K | 0.01% | −47,247−73.1% | Reduced |
| Transcend Wealth Collective, LLC | 17,329 | $277.4K | 0.02% | +559+3.3% | Added |
| Chicago Trust Co NA | 17,271 | $276.5K | 0.04% | +1,355+8.5% | Added |
| Fortis Capital Management LLC | 17,199 | $275.4K | 0.04% | +1,847+12.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 17,051 | $273.0K | 0.03% | +1,577+10.2% | Added |
| Park National Corp | 16,865 | $270.0K | 0.01% | +2,188+14.9% | Added |
| Paradice Investment Management LLC | 16,409 | $262.7K | 0.06% | +3,848+30.6% | Added |
| Garden State Investment Advisory Services LLC | 16,383 | $262.3K | 0.07% | +6,295+62.4% | Added |
| Matauro, LLC | 16,259 | $260.3K | 0.04% | −4,830−22.9% | Reduced |
| Horizon Investments, LLC | 16,256 | $260.3K | 0.00% | +16,256 | New |
| Parallel Advisors, LLC | 16,219 | $259.7K | 0.00% | +425+2.7% | Added |
| Cary Street Partners Financial LLC | 16,176 | $259.0K | 0.01% | +615+4.0% | Added |
| Vancity Investment Management Ltd | 16,143 | $258.0K | 0.03% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 15,988 | $256.0K | 0.03% | −8,066−33.5% | Reduced |
| Portside Wealth Group, LLC | 15,849 | $253.7K | 0.04% | −1,948−10.9% | Reduced |
| Krane Funds Advisors LLC | 16,834 | $250.5K | 0.01% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 15,438 | $247.2K | 0.01% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 15,429 | $247.0K | 0.15% | 00.0% | Unchanged |
| PDS Planning, Inc | 15,404 | $246.6K | 0.02% | +2,371+18.2% | Added |
| Allspring Global Investments Holdings, LLC | 16,121 | $244.9K | 0.00% | +16,121 | New |
| FNY Investment Advisers, LLC | 15,000 | $240.0K | 0.08% | +11,658+348.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 14,931 | $239.0K | 0.00% | −22,618−60.2% | Reduced |
| Rafferty Asset Management, LLC | 14,879 | $238.2K | 0.00% | −1,323−8.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 14,712 | $235.5K | 0.00% | +155+1.1% | Added |
| D.A. Davidson & Co. | 14,645 | $234.5K | 0.00% | −300−2.0% | Reduced |
| Tectonic Advisors LLC | 14,566 | $233.2K | 0.01% | 00.0% | Unchanged |
| Tuttle Tactical Management | 14,381 | $230.2K | 0.87% | +14,381 | New |
| Private Wealth Partners, LLC | 13,900 | $222.5K | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 13,629 | $218.2K | 0.00% | +929+7.3% | Added |
| Eagle Rock Investment Company, LLC | 13,584 | $217.5K | 0.03% | +44+0.3% | Added |
| EdgePoint Investment Group Inc. | 13,573 | $217.3K | 0.00% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 13,500 | $216.1K | 0.10% | +1,000+8.0% | Added |
| Scientech Research LLC | 13,412 | $214.7K | 0.07% | −8,520−38.8% | Reduced |
| Alliance Wealth Advisors, LLC | 13,381 | $214.2K | 0.05% | −5,230−28.1% | Reduced |
| Main Street Financial Solutions, LLC | 13,227 | $211.8K | 0.01% | −400−2.9% | Reduced |
| We Are One Seven, LLC | 13,153 | $210.6K | 0.00% | +1,424+12.1% | Added |
| CAPROCK Group, Inc. | 14,135 | $209.2K | 0.01% | +14,135 | New |
| Wexford Capital LP | 13,000 | $208.1K | 0.06% | +13,000 | New |
| AssuredPartners Investment Advisors, LLC | 12,996 | $208.1K | 0.05% | −270−2.0% | Reduced |
| Pensionmark Financial Group, LLC | 12,941 | $207.2K | 0.00% | +114+0.9% | Added |
| Fullcircle Wealth LLC | 13,100 | $207.0K | 0.07% | −375−2.8% | Reduced |
| Drive Wealth Management, LLC | 12,658 | $202.6K | 0.04% | +89+0.7% | Added |
| O'Dell Group, LLC | 12,543 | $200.8K | 0.04% | +12,543 | New |
| TriaGen Wealth Management LLC | 12,500 | $200.1K | 0.05% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 12,353 | $197.8K | 0.01% | −600−4.6% | Reduced |
| Covestor Ltd | 12,194 | $195.0K | 0.11% | +919+8.2% | Added |
| Norinchukin Bank, The | 12,084 | $193.5K | 0.00% | +12,084 | New |
| Legacy Financial Advisors, Inc. | 11,850 | $189.7K | 0.03% | +11,850 | New |
| BTG Pactual Asset Management US LLC | 11,455 | $183.4K | 0.02% | −120,703−91.3% | Reduced |
| Stonekeep Investments, LLC | 11,294 | $180.8K | 0.11% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 11,000 | $176.1K | 0.20% | +11,000 | New |
| Riverbend Wealth Management, LLC | 11,000 | $176.1K | 0.12% | +11,000 | New |
| Shufro Rose & Co LLC | 17,045 | $174.5K | 0.01% | 00.0% | Unchanged |
| VGI Partners Ltd | 10,875 | $174.1K | 0.01% | +10,875 | New |
| Wealth Alliance | 10,849 | $173.7K | 0.02% | +10,849 | New |
| Pinnacle Associates Ltd | 10,755 | $172.2K | 0.00% | −390−3.5% | Reduced |
| Delta Asset Management LLC | 10,740 | $171.9K | 0.01% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 10,735 | $171.9K | 0.00% | +10,735 | New |
| Ritholtz Wealth Management | 10,597 | $169.7K | 0.00% | +10,597 | New |
| Pathway Financial Advisers, LLC | 10,443 | $167.1K | 0.05% | +10,443 | New |
| Numerai GP LLC | 10,305 | $165.0K | 0.02% | +10,305 | New |
| Gerber Kawasaki Wealth & Investment Management | 10,271 | $164.4K | 0.01% | +127+1.3% | Added |
| PharVision Advisers, LLC | 10,234 | $163.8K | 0.09% | −6,837−40.1% | Reduced |
| Aspen Grove Capital, LLC | 10,112 | $161.9K | 0.03% | −399−3.8% | Reduced |
| GAMMA Investing LLC | 10,096 | $161.6K | 0.01% | +341+3.5% | Added |
| Heritage Wealth Management, Inc. | 10,000 | $160.1K | 0.11% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 10,000 | $160.1K | 0.07% | +10,000 | New |
| Farther Finance Advisors, LLC | 9,278 | $148.5K | 0.00% | +4,261+84.9% | Added |
| Aventura Private Wealth, LLC | 8,895 | $142.4K | 0.05% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 8,678 | $138.0K | 0.07% | +8,678 | New |
| Newbridge Financial Services Group, Inc. | 8,000 | $128.1K | 0.02% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 8,000 | $128.1K | 0.08% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 7,324 | $128.0K | 0.00% | +972+15.3% | Added |
| Tower Research Capital LLC (TRC) | 7,520 | $120.4K | 0.00% | −684,683−98.9% | Reduced |
| Saranac Partners Ltd | 7,330 | $117.4K | 0.02% | +7,330 | New |
| Ninepoint Partners LP | 6,995 | $112.0K | 0.02% | +6,995 | New |
| Assetmark, Inc | 6,932 | $111.0K | 0.00% | −1,237−15.1% | Reduced |
| NFJ Investment Group, LLC | 6,673 | $106.8K | 0.00% | +6,673 | New |
| Activest Wealth Management | 6,285 | $100.6K | 0.02% | +5,540+743.6% | Added |
| Central Trust Co | 5,800 | $92.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5,767 | $92.3K | 0.01% | +612+11.9% | Added |