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 |
|---|---|---|---|---|---|
| Krane Funds Advisors LLC | 16,834 | $281.8K | 0.01% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 16,892 | $282.8K | 0.04% | +904+5.7% | Added |
| Farther Finance Advisors, LLC | 16,994 | $284.5K | 0.00% | +7,716+83.2% | Added |
| EdgePoint Investment Group Inc. | 17,012 | $284.8K | 0.00% | +3,439+25.3% | Added |
| Shufro Rose & Co LLC | 17,045 | $285.3K | 0.02% | 00.0% | Unchanged |
| Horizon Investments, LLC | 17,646 | $295.4K | 0.00% | +1,390+8.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17,653 | $295.5K | 0.04% | +17,653 | New |
| Transcend Wealth Collective, LLC | 17,776 | $297.6K | 0.02% | +447+2.6% | Added |
| Canvas Wealth Advisors, LLC | 17,848 | $298.8K | 0.05% | −1,239−6.5% | Reduced |
| First Growth Capital LLC | 17,174 | $299.0K | 0.27% | +17,174 | New |
| Magnetar Financial LLC | 17,932 | $300.2K | 0.00% | +17,932 | New |
| Pinnacle Wealth Planning Services, Inc. | 17,933 | $300.2K | 0.03% | +882+5.2% | Added |
| Fiducient Advisors LLC | 17,962 | $300.7K | 0.04% | +17,962 | New |
| Platform Technology Partners | 18,030 | $301.8K | 0.06% | −870−4.6% | Reduced |
| Arlington Capital Management, Inc. | 18,192 | $304.5K | 0.19% | −3,250−15.2% | Reduced |
| Umb Bank N A | 18,407 | $308.1K | 0.00% | −91−0.5% | Reduced |
| Chicago Trust Co NA | 18,527 | $310.1K | 0.05% | +1,256+7.3% | Added |
| Northwestern Mutual Wealth Management Co | 18,957 | $317.3K | 0.00% | +4,245+28.9% | Added |
| Geneos Wealth Management Inc. | 19,007 | $318.2K | 0.01% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 19,008 | $318.2K | 0.00% | +624+3.4% | Added |
| Capital Performance Advisors LLP | 19,269 | $322.6K | 0.02% | +19,269 | New |
| Envestnet Portfolio Solutions, Inc. | 19,455 | $325.7K | 0.00% | +4,524+30.3% | Added |
| Susquehanna Fundamental Investments, LLC | 19,600 | $328.1K | 0.01% | +19,600 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,865 | $332.5K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 19,979 | $334.4K | 0.02% | +19,979 | New |
| Tru Independence Asset Management 2, LLC | 20,000 | $334.8K | 0.21% | +20,000 | New |
| Oak Grove Capital LLC | 20,050 | $335.6K | 0.07% | −1,000−4.8% | Reduced |
| Wealth Alliance | 20,200 | $338.1K | 0.03% | +9,351+86.2% | Added |
| Breakwater Capital Group | 20,315 | $340.1K | 0.05% | +450+2.3% | Added |
| Sig Brokerage, LP | 20,411 | $341.7K | 0.11% | −60,596−74.8% | Reduced |
| Emerald Advisers, LLC | 20,752 | $347.4K | 0.01% | −932−4.3% | Reduced |
| Integrated Wealth Concepts LLC | 21,081 | $352.9K | 0.00% | −19,303−47.8% | Reduced |
| Southeast Asset Advisors Inc. | 21,232 | $355.4K | 0.03% | −21,230−50.0% | Reduced |
| Smartleaf Asset Management LLC | 21,094 | $356.1K | 0.01% | +3,061+17.0% | Added |
| Integrity Investment Advisors, LLC | 21,383 | $358.0K | 0.20% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 21,475 | $359.5K | 0.01% | +2,101+10.8% | Added |
| Aigen Investment Management, LP | 21,559 | $360.9K | 0.08% | −115,875−84.3% | Reduced |
| Perigon Wealth Management, LLC | 21,659 | $362.6K | 0.01% | +1,390+6.9% | Added |
| Westmount Partners, LLC | 22,351 | $374.2K | 0.09% | −7,064−24.0% | Reduced |
| Hamilton Capital Partners Inc. | 22,600 | $378.3K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 22,615 | $378.6K | 0.01% | +2,615+13.1% | Added |
| Gibbs Wealth Management | 21,707 | $379.0K | 0.09% | −3,555−14.1% | Reduced |
| Claro Advisors LLC | 22,685 | $379.7K | 0.05% | +135+0.6% | Added |
| Metis Global Partners, LLC | 22,799 | $381.7K | 0.01% | −201−0.9% | Reduced |
| Malaga Cove Capital, LLC | 22,911 | $383.5K | 0.13% | +22,911 | New |
| Allspring Global Investments Holdings, LLC | 22,813 | $388.3K | 0.00% | +6,692+41.5% | Added |
| Signaturefd, LLC | 23,256 | $389.3K | 0.01% | +4,161+21.8% | Added |
| Gladstone Institutional Advisory LLC | 23,574 | $394.6K | 0.01% | −28,409−54.7% | Reduced |
| Oak Thistle LLC | 23,634 | $395.6K | 0.05% | +23,634 | New |
| Heron Bay Capital Management | 23,714 | $397.0K | 0.08% | −238−1.0% | Reduced |
| Orion Capital Management LLC | 23,900 | $400.1K | 0.14% | +2,600+12.2% | Added |
| Element Pointe Advisors, LLC | 24,195 | $405.0K | 0.08% | 00.0% | Unchanged |
| Bluebird Wealth Management LLC | 24,224 | $405.5K | 0.38% | +24,224 | New |
| Natixis | 24,284 | $406.5K | 0.00% | −168,369−87.4% | Reduced |
| Rothschild Investment LLC | 24,550 | $411.0K | 0.02% | +516+2.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 24,503 | $411.4K | 0.00% | +1,304+5.6% | Added |
| Cresset Asset Management, LLC | 24,776 | $414.8K | 0.00% | +2,006+8.8% | Added |
| Indivisible Partners | 25,151 | $421.0K | 0.05% | +25,151 | New |
| Inspire Advisors, LLC | 25,361 | $424.6K | 0.04% | −16,735−39.8% | Reduced |
| Vise Technologies, Inc. | 25,466 | $426.3K | 0.01% | −2,364−8.5% | Reduced |
| Tudor Investment Corp Et Al | 25,660 | $429.5K | 0.00% | −126,910−83.2% | Reduced |
| Venturi Wealth Management, LLC | 25,723 | $430.6K | 0.02% | +3,208+14.2% | Added |
| Sheets Smith Wealth Management | 25,992 | $435.1K | 0.05% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 26,115 | $437.2K | 0.02% | −1,048−3.9% | Reduced |
| MLP3, LLC | 26,595 | $445.2K | 0.49% | +26,595 | New |
| First Western Trust Bank | 26,734 | $447.5K | 0.02% | +3,869+16.9% | Added |
| Dimensional Fund Advisors LP | 27,404 | $458.7K | 0.00% | −3,000−9.9% | Reduced |
| Davenport & Co LLC | 28,201 | $472.1K | 0.00% | +2,701+10.6% | Added |
| Limestone Investment Advisors LP | 28,277 | $473.4K | 0.32% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 28,441 | $476.1K | 0.06% | +11,242+65.4% | Added |
| Dynasty Wealth Management, LLC | 28,508 | $477.2K | 0.00% | +1,285+4.7% | Added |
| 9823 Capital, L.P. | 28,841 | $482.8K | 0.33% | +28,841 | New |
| Osmosis Investment Management UK Ltd | 28,979 | $485.1K | 0.01% | +28,979 | New |
| Apollon Wealth Management, LLC | 29,104 | $487.2K | 0.01% | +29,104 | New |
| Custom Index Systems, LLC | 29,402 | $492.2K | 0.22% | 00.0% | Unchanged |
| Mason & Associates Inc | 29,975 | $501.8K | 0.09% | −293−1.0% | Reduced |
| Quattro Financial Advisors LLC | 30,000 | $502.2K | 0.15% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 30,000 | $502.2K | 0.17% | +30,000 | New |
| LWM Advisory Services, LLC | 30,210 | $505.7K | 0.30% | −10,870−26.5% | Reduced |
| WBI Investments | 30,295 | $507.1K | 0.13% | +30,295 | New |
| Solstein Capital, LLC | 30,400 | $508.9K | 0.20% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 30,501 | $510.6K | 0.04% | +3,363+12.4% | Added |
| Vinland Capital Management Gestora de Recursos LTDA. | 28,144 | $512.7K | 7.42% | −3,415−10.8% | Reduced |
| Larson Financial Group LLC | 30,701 | $513.9K | 0.02% | +2,527+9.0% | Added |
| Equitable Holdings, Inc. | 31,125 | $521.0K | 0.00% | +31,125 | New |
| Leavell Investment Management, Inc. | 31,215 | $522.5K | 0.02% | +3,000+10.6% | Added |
| Inceptionr LLC | 31,449 | $526.5K | 0.15% | +31,449 | New |
| Granville Capital, Inc. | 31,473 | $526.9K | 0.28% | +31,473 | New |
| Chesapeake Capital Corp | 31,511 | $527.5K | 0.44% | +31,511 | New |
| CAPROCK Group, Inc. | 32,582 | $545.4K | 0.01% | +18,447+130.5% | Added |
| Evergreen Capital Management LLC | 33,136 | $554.7K | 0.01% | +47+0.1% | Added |
| LRI Investments, LLC | 33,209 | $555.9K | 0.04% | +5,969+21.9% | Added |
| Matrix Trust Co | 33,506 | $561.0K | 0.09% | +33,506 | New |
| Coldstream Capital Management Inc | 33,629 | $563.0K | 0.01% | +6,431+23.6% | Added |
| Brown Advisory Inc | 33,685 | $563.9K | 0.00% | +9,515+39.4% | Added |
| J2 Capital Management Inc | 33,988 | $569.0K | 0.42% | −1,526−4.3% | Reduced |
| Insigneo Advisory Services, LLC | 34,053 | $570.0K | 0.04% | −58,713−63.3% | Reduced |
| HB Wealth Management, LLC | 34,186 | $572.3K | 0.00% | +4,958+17.0% | Added |
| Nwam LLC | 31,676 | $575.9K | 0.03% | −1,839−5.5% | Reduced |
| AdvisorNet Financial, Inc | 34,523 | $577.9K | 0.03% | −600−1.7% | Reduced |