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, Q4 2025
Institutional positions in Nu Holdings Ltd. as of Dec 31, 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
- 874
- +96 vs. Q3 2025
- Shares held
- 2.87B
- +114.1M (+4.1%) vs. Q3 2025
- Total value
- $48.1B
- +$3.97B (+9.0%) vs. Q3 2025
- New holders
- 160
- 375 more added
- Sold out
- 64
- 229 more reduced
24 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Nu Holdings Ltd.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hollencrest Capital Management | 2,000 | $33.5K | 0.00% | +2,000 | New |
| Quarry LP | 2,109 | $35.3K | 0.01% | +407+23.9% | Added |
| Quaker Wealth Management, LLC | 2,300 | $38.5K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,301 | $38.5K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,400 | $40.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,529 | $42.3K | 0.00% | +88+3.6% | Added |
| Alphadyne Asset Management LP | 2,642 | $44.2K | 0.00% | +2,642 | New |
| Atlantic Union Bankshares Corp | 2,800 | $46.9K | 0.00% | −100−3.4% | Reduced |
| Piscataqua Savings Bank | 3,000 | $50.2K | 0.04% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3,051 | $51.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,260 | $54.6K | 0.00% | +1,240+61.4% | Added |
| VSM Wealth Advisory, LLC | 3,300 | $55.2K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 3,546 | $59.4K | 0.04% | +519+17.1% | Added |
| Clearstead Advisors, LLC | 3,587 | $60.0K | 0.00% | +1,004+38.9% | Added |
| Jefferies Financial Group Inc. | 3,591 | $60.1K | 0.00% | −217,793−98.4% | Reduced |
| Center for Financial Planning, Inc. | 3,787 | $63.4K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,000 | $67.0K | 0.01% | −4,000−50.0% | Reduced |
| Canton Hathaway, LLC | 4,013 | $67.2K | 0.01% | +4,013 | New |
| UMA Financial Services, Inc. | 4,032 | $67.5K | 0.01% | +2,379+143.9% | Added |
| EverSource Wealth Advisors, LLC | 4,091 | $68.5K | 0.00% | +307+8.1% | Added |
| Massmutual Trust Co FSB | 4,394 | $73.6K | 0.00% | +802+22.3% | Added |
| Jessup Wealth Management, Inc | 4,423 | $74.0K | 0.02% | +4,423 | New |
| Oakum Bay Capital LLC | 5,000 | $83.7K | 0.04% | +5,000 | New |
| Keating Financial Advisory Services, Inc. | 5,515 | $92.3K | 0.01% | +5,515 | New |
| Ancora Advisors, LLC | 5,998 | $100.4K | 0.00% | +286+5.0% | Added |
| Allworth Financial LP | 6,631 | $111.0K | 0.00% | +3,143+90.1% | Added |
| Delta Asset Management LLC | 6,910 | $115.7K | 0.01% | −3,830−35.7% | Reduced |
| Berbice Capital Management LLC | 8,000 | $133.9K | 0.08% | 00.0% | Unchanged |
| Hillman Co | 8,000 | $133.9K | 0.05% | +8,000 | New |
| Assetmark, Inc | 8,579 | $143.6K | 0.00% | +1,647+23.8% | Added |
| Aventura Private Wealth, LLC | 8,895 | $148.9K | 0.05% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 9,044 | $151.5K | 0.00% | +1,720+23.5% | Added |
| Cliffwater LLC | 9,485 | $158.8K | 0.03% | +4,013+73.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 10,000 | $167.0K | 0.00% | +10,000 | New |
| Heritage Wealth Management, Inc. | 10,000 | $167.4K | 0.11% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 10,000 | $167.4K | 0.01% | +10,000 | New |
| Pathway Financial Advisers, LLC | 10,040 | $168.1K | 0.05% | −403−3.9% | Reduced |
| Versant Capital Management, Inc | 10,044 | $168.1K | 0.02% | +4,277+74.2% | Added |
| Covestor Ltd | 10,072 | $169.0K | 0.09% | −2,122−17.4% | Reduced |
| D.B. Root & Company, LLC | 10,588 | $177.2K | 0.04% | +10,588 | New |
| Independent Advisor Alliance | 10,677 | $178.7K | 0.00% | +10,677 | New |
| Pinnacle Associates Ltd | 10,755 | $180.0K | 0.00% | 00.0% | Unchanged |
| Stonekeep Investments, LLC | 10,905 | $183.0K | 0.12% | −389−3.4% | Reduced |
| Sage Investment Counsel LLC | 11,000 | $184.1K | 0.20% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 11,173 | $187.0K | 0.00% | +11,173 | New |
| TMB Capital Partners, LLC | 11,211 | $187.7K | 0.06% | +11,211 | New |
| MN Wealth Advisors, LLC | 11,363 | $190.2K | 0.10% | +11,363 | New |
| TCG Advisory Services, LLC | 11,378 | $190.5K | 0.01% | +11,378 | New |
| Aprio Wealth Management, LLC | 11,485 | $192.3K | 0.01% | +11,485 | New |
| Toronto Dominion Bank | 11,613 | $194.0K | 0.00% | −621,968−98.2% | Reduced |
| Kestra Investment Management, LLC | 11,733 | $196.4K | 0.00% | +11,733 | New |
| HighPoint Advisor Group LLC | 11,795 | $197.4K | 0.00% | +11,795 | New |
| GAMMA Investing LLC | 11,988 | $200.7K | 0.01% | +1,892+18.7% | Added |
| American Trust | 12,099 | $202.5K | 0.02% | +12,099 | New |
| Warren Averett Asset Management, LLC | 12,242 | $204.9K | 0.00% | +12,242 | New |
| XML Financial, LLC | 12,317 | $206.2K | 0.02% | +12,317 | New |
| Paradice Investment Management LLC | 12,503 | $209.3K | 0.04% | −3,906−23.8% | Reduced |
| Norden Group LLC | 12,778 | $213.9K | 0.02% | +12,778 | New |
| TriaGen Wealth Management LLC | 12,800 | $214.3K | 0.06% | +300+2.4% | Added |
| Cantor Fitzgerald, L. P. | 12,900 | $215.9K | 0.01% | −151,865−92.2% | Reduced |
| Sowell Financial Services LLC | 12,952 | $216.8K | 0.01% | +599+4.8% | Added |
| AssuredPartners Investment Advisors, LLC | 12,996 | $217.6K | 0.03% | 00.0% | Unchanged |
| We Are One Seven, LLC | 13,067 | $218.7K | 0.00% | −86−0.7% | Reduced |
| Omers Administration Corp | 13,555 | $226.9K | 0.00% | +13,555 | New |
| Osbon Capital Management LLC | 13,557 | $226.9K | 0.21% | +13,557 | New |
| Accuvest Global Advisors | 13,560 | $227.0K | 0.17% | −7,847−36.7% | Reduced |
| Ping Capital Management, Inc. | 13,600 | $227.7K | 0.09% | +13,600 | New |
| Garden State Investment Advisory Services LLC | 13,605 | $227.7K | 0.05% | −2,778−17.0% | Reduced |
| Blackhawk Capital Partners LLC. | 13,627 | $228.1K | 0.09% | +13,627 | New |
| SRS Capital Advisors, Inc. | 13,679 | $229.0K | 0.01% | −6,073−30.7% | Reduced |
| Private Wealth Partners, LLC | 13,900 | $232.7K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 13,922 | $233.1K | 0.00% | −723−4.9% | Reduced |
| Core Wealth Partners LLC | 14,000 | $234.4K | 0.11% | +500+3.7% | Added |
| Legacy Financial Advisors, Inc. | 14,027 | $234.8K | 0.03% | +2,177+18.4% | Added |
| Drive Wealth Management, LLC | 14,029 | $234.8K | 0.05% | +1,371+10.8% | Added |
| Storgate, LLC | 14,077 | $235.6K | 0.19% | +14,077 | New |
| Savant Capital, LLC | 14,219 | $238.0K | 0.00% | +14,219 | New |
| Tectonic Advisors LLC | 14,336 | $240.0K | 0.01% | −230−1.6% | Reduced |
| Norinchukin Bank, The | 14,341 | $240.1K | 0.00% | +2,257+18.7% | Added |
| Portside Wealth Group, LLC | 14,374 | $240.6K | 0.03% | −1,475−9.3% | Reduced |
| Vigil Wealth Management, LLC | 14,396 | $241.0K | 0.20% | +14,396 | New |
| Central Trust Co | 14,400 | $241.1K | 0.00% | +8,600+148.3% | Added |
| Aster Capital Management (DIFC) Ltd | 14,525 | $243.1K | 0.11% | +14,525 | New |
| Princeton Capital Management LLC | 14,737 | $246.7K | 0.06% | −8,185−35.7% | Reduced |
| Eagle Rock Investment Company, LLC | 14,769 | $247.2K | 0.03% | +1,185+8.7% | Added |
| United Capital Financial Advisers, LLC | 14,998 | $251.1K | 0.00% | +1,369+10.0% | Added |
| Granite Group Advisors, LLC | 15,299 | $256.1K | 0.15% | −130−0.8% | Reduced |
| Focus Financial Network, Inc. | 15,438 | $258.4K | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 15,547 | $260.3K | 0.01% | +15,547 | New |
| Pensionmark Financial Group, LLC | 15,579 | $260.8K | 0.00% | +2,638+20.4% | Added |
| PDS Planning, Inc | 15,702 | $262.9K | 0.02% | +298+1.9% | Added |
| Vancity Investment Management Ltd | 15,978 | $267.0K | 0.04% | −165−1.0% | Reduced |
| Cary Street Partners Financial LLC | 16,061 | $268.9K | 0.01% | −115−0.7% | Reduced |
| Ritholtz Wealth Management | 16,130 | $270.0K | 0.00% | +5,533+52.2% | Added |
| Skopos Labs, Inc. | 16,295 | $271.5K | 0.01% | +16,295 | New |
| Abel Hall, LLC | 16,223 | $271.6K | 0.06% | +16,223 | New |
| Global Retirement Partners, LLC | 16,245 | $271.9K | 0.00% | −2,937−15.3% | Reduced |
| Wedbush Securities Inc | 16,388 | $274.0K | 0.01% | −1,000−5.8% | Reduced |
| Park National Corp | 16,623 | $278.3K | 0.01% | −242−1.4% | Reduced |
| Parallel Advisors, LLC | 16,820 | $281.6K | 0.01% | +601+3.7% | Added |