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 |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 5,712 | $91.4K | 0.00% | 00.0% | Unchanged |
| Cliffwater LLC | 5,472 | $87.6K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 3,787 | $60.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,784 | $60.6K | 0.00% | +16+0.4% | Added |
| Massmutual Trust Co FSB | 3,592 | $57.5K | 0.00% | +487+15.7% | Added |
| Allworth Financial LP | 3,488 | $55.8K | 0.00% | +926+36.1% | Added |
| VSM Wealth Advisory, LLC | 3,300 | $52.8K | 0.02% | +3,000+1,000.0% | Added |
| Capital Analysts, LLC | 3,051 | $49.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 3,027 | $48.5K | 0.04% | −374−11.0% | Reduced |
| Piscataqua Savings Bank | 3,000 | $48.0K | 0.04% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 2,900 | $46.4K | 0.00% | +100+3.6% | Added |
| Principal Securities, Inc. | 2,849 | $45.6K | 0.00% | −318−10.0% | Reduced |
| Wealthspire Advisors, LLC | 2,593 | $41.5K | 0.00% | +2,593 | New |
| Clearstead Advisors, LLC | 2,583 | $41.4K | 0.00% | +70+2.8% | Added |
| Huntington National Bank | 2,441 | $39.1K | 0.00% | +12+0.5% | Added |
| Anchor Investment Management, LLC | 2,400 | $38.4K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,301 | $36.8K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2,300 | $36.8K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,020 | $32.3K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1,880 | $30.1K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,702 | $27.2K | 0.01% | −3,935−69.8% | Reduced |
| Harbor Investment Advisory, LLC | 1,660 | $26.6K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,653 | $26.5K | 0.00% | −35−2.1% | Reduced |
| Blume Capital Management, Inc. | 1,600 | $25.6K | 0.00% | +300+23.1% | Added |
| Toth Financial Advisory Corp | 1,520 | $24.3K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,500 | $24.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,485 | $23.8K | 0.00% | +1,485 | New |
| Sittner & Nelson, LLC | 1,300 | $20.8K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,219 | $19.5K | 0.00% | +1,138+1,404.9% | Added |
| Westside Investment Management, Inc. | 1,162 | $17.6K | 0.00% | +576+98.3% | Added |
| Parkside Financial Bank & Trust | 1,043 | $16.7K | 0.00% | +163+18.5% | Added |
| Raelipskie Partnership | 1,000 | $16.0K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 958 | $15.3K | 0.01% | +133+16.1% | Added |
| American National Bank | 943 | $15.1K | 0.00% | +943 | New |
| Essential Partners LLC | 812 | $13.0K | 0.00% | +113+16.2% | Added |
| JFS Wealth Advisors, LLC | 750 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 750 | $12.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 733 | $11.7K | 0.00% | −1,431−66.1% | Reduced |
| Truvestments Capital LLC | 673 | $10.8K | 0.00% | +573+573.0% | Added |
| Strategic Wealth Partners, Ltd. | 656 | $10.5K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 600 | $9.61K | 0.00% | 00.0% | Unchanged |
| Finley Financial, LLC | 570 | $9.13K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 550 | $8.81K | 0.00% | +550 | New |
| West Oak Capital, LLC | 550 | $8.80K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 518 | $8.29K | 0.00% | −1,500−74.3% | Reduced |
| 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 |
| Raffa Wealth Management, LLC | 462 | $7.40K | 0.00% | +141+43.9% | Added |
| Winthrop Capital Management, LLC | 421 | $7.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 400 | $6.00K | 0.00% | −400−50.0% | Reduced |
| Fifth Third Bancorp | 373 | $5.97K | 0.00% | −1,019−73.2% | Reduced |
| Highline Wealth Partners LLC | 340 | $5.44K | 0.00% | +103+43.5% | Added |
| Sunbelt Securities, Inc. | 338 | $5.41K | 0.00% | +91+36.8% | Added |
| Hemington Wealth Management | 370 | $5.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 286 | $4.58K | 0.00% | −658−69.7% | Reduced |
| Thrive Capital Management, LLC | 264 | $4.23K | 0.00% | +264 | New |
| Root Financial Partners, LLC | 263 | $4.21K | 0.00% | +263 | New |
| Pin Oak Investment Advisors Inc | 257 | $4.12K | 0.00% | +257 | New |
| Aspect Partners, LLC | 244 | $3.91K | 0.00% | +75+44.4% | Added |
| Wealth Watch Advisors, INC | 236 | $3.78K | 0.00% | +236 | New |
| Atlantic Trust, LLC | 234 | $3.75K | 0.00% | +98+72.1% | Added |
| True Wealth Design, LLC | 218 | $3.49K | 0.00% | +10+4.8% | Added |
| Bell Investment Advisors, Inc | 210 | $3.36K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 209 | $3.35K | 0.00% | +209 | New |
| Cromwell Holdings LLC | 208 | $3.33K | 0.00% | −156−42.9% | Reduced |
| Ritter Daniher Financial Advisory LLC | 200 | $3.20K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 190 | $3.04K | 0.00% | −2,135−91.8% | Reduced |
| Inlight Wealth Management, LLC | 178 | $2.85K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 172 | $2.75K | 0.00% | +172 | New |
| Tortoise Investment Management, LLC | 170 | $2.72K | 0.00% | +23+15.6% | Added |
| Spire Wealth Management | 147 | $2.35K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 131 | $2.10K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 102 | $1.63K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $1.60K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $1.60K | 0.00% | +81+426.3% | Added |
| Johnson Financial Group, Inc. | 87 | $1.39K | 0.00% | +87 | New |
| IMG Wealth Management, Inc. | 80 | $1.28K | 0.00% | +80 | New |
| Goodman Advisory Group, LLC | 75 | $1.20K | 0.00% | +75 | New |
| Golden State Wealth Management, LLC | 71 | $1.14K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 65 | $1.04K | 0.00% | +65 | New |
| Guerra Advisors Inc | 60 | $961 | 0.00% | +60 | New |
| Kimelman & Baird, LLC | 55 | $881 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 49 | $785 | 0.00% | −29−37.2% | Reduced |
| South State Corp. | 45 | $721 | 0.00% | +10+28.6% | Added |
| DecisionPoint Financial, LLC | 45 | $684 | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 35 | $560 | 0.00% | +35 | New |
| Imprint Wealth LLC | 28 | $448 | 0.00% | +28 | New |
| Abound Wealth Management | 26 | $417 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 26 | $416 | 0.00% | +26 | New |
| Rossby Financial, LCC | 27 | $410 | 0.00% | +27 | New |
| Private Wealth Asset Management, LLC | 20 | $320 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 20 | $320 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 29 | $308 | 0.00% | −41−58.6% | Reduced |
| MV Capital Management, Inc. | 19 | $305 | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 16 | $257 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 15 | $240 | 0.00% | +1+7.1% | Added |
| 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 |