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 |
|---|---|---|---|---|---|
| Arkfeld Wealth Strategies, L.L.C. | 33,295 | $582.7K | 0.20% | 00.0% | Unchanged |
| Fore Capital, LLC | 35,000 | $585.9K | 0.77% | +35,000 | New |
| LRT Capital Management, LLC | 35,607 | $596.1K | 0.51% | −5,372−13.1% | Reduced |
| MAI Capital Management | 36,367 | $608.8K | 0.00% | +737+2.1% | Added |
| Aaron Wealth Advisors | 36,415 | $609.6K | 0.03% | +14,085+63.1% | Added |
| Harbour Investments, Inc. | 37,465 | $627.2K | 0.01% | +13,303+55.1% | Added |
| Financial Perspectives, Inc | 37,725 | $631.5K | 0.17% | +208+0.6% | Added |
| Ninepoint Partners LP | 37,733 | $631.6K | 0.07% | +30,738+439.4% | Added |
| EFG International AG | 37,925 | $635.6K | 0.01% | +37,925 | New |
| Verdence Capital Advisors LLC | 38,038 | $636.8K | 0.04% | −6,470−14.5% | Reduced |
| Bleakley Financial Group, LLC | 38,447 | $643.6K | 0.01% | +4,644+13.7% | Added |
| Verus Capital Partners, LLC | 38,700 | $647.8K | 0.04% | +7,666+24.7% | Added |
| Pekin Hardy Strauss, Inc. | 38,700 | $647.8K | 0.06% | +38,700 | New |
| Ronald Blue Trust, Inc. | 38,989 | $652.7K | 0.01% | −3,011−7.2% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 39,200 | $656.2K | 0.19% | +39,200 | New |
| Machina Capital S.A.S. | 40,208 | $673.1K | 0.13% | −59,783−59.8% | Reduced |
| Calamos Advisors LLC | 40,900 | $684.7K | 0.00% | +40,900 | New |
| Clear Harbor Asset Management, LLC | 41,099 | $688.0K | 0.05% | −9,081−18.1% | Reduced |
| MMBG Investment Advisors Co. | 41,307 | $691.5K | 0.06% | +3,700+9.8% | Added |
| Pathfinder Wealth Consulting, Inc. | 41,400 | $693.0K | 0.44% | +41,400 | New |
| Intercapital, LLC | 41,401 | $693.1K | 0.36% | +41,401 | New |
| Fideuram Asset Management (Ireland) dac | 50,433 | $713.9K | 0.06% | +50,433 | New |
| Myriad Asset Management US LP | 42,738 | $715.4K | 1.20% | −85,522−66.7% | Reduced |
| Larry Mathis Financial Planning, LLC | 43,100 | $721.5K | 0.64% | +43,100 | New |
| Two Sigma Securities, LLC | 43,157 | $722.4K | 0.10% | +43,157 | New |
| Numerai GP LLC | 44,181 | $739.6K | 0.09% | +33,876+328.7% | Added |
| Blair William & Co | 45,014 | $753.5K | 0.00% | +1,481+3.4% | Added |
| Odyssean, LLC | 45,350 | $759.2K | 0.55% | +45,350 | New |
| Interchange Capital Partners, LLC | 45,409 | $760.1K | 0.14% | +4,683+11.5% | Added |
| Rakuten Securities, Inc. | 46,051 | $770.9K | 0.25% | +20,826+82.6% | Added |
| Personal Cfo Solutions, LLC | 47,037 | $787.4K | 0.13% | −1,743−3.6% | Reduced |
| Mount Lucas Management LP | 47,100 | $788.5K | 0.35% | −2,900−5.8% | Reduced |
| Diversify Advisory Services, LLC | 47,705 | $791.9K | 0.03% | +24,707+107.4% | Added |
| Sanctuary Advisors, LLC | 47,315 | $792.1K | 0.00% | +7,354+18.4% | Added |
| Park Avenue Securities LLC | 47,567 | $796.0K | 0.01% | +13,299+38.8% | Added |
| Americana Partners, LLC | 47,698 | $798.5K | 0.02% | +15,506+48.2% | Added |
| Summit Trail Advisors, LLC | 48,097 | $805.1K | 0.01% | +10,517+28.0% | Added |
| New Vernon Investment Management LLC | 49,324 | $825.7K | 0.80% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 49,473 | $828.2K | 0.20% | −1,141−2.3% | Reduced |
| GeoWealth Management, LLC | 49,519 | $828.9K | 0.03% | +17,624+55.3% | Added |
| CIBC World Markets Inc. | 49,881 | $835.0K | 0.00% | +27,032+118.3% | Added |
| Clear Street Group Inc. | 49,976 | $836.6K | 0.00% | +49,976 | New |
| IFP Advisors, Inc | 50,017 | $837.3K | 0.02% | +6,042+13.7% | Added |
| MBM Wealth Consultants, LLC | 50,284 | $841.8K | 0.20% | +607+1.2% | Added |
| Williams Jones Wealth Management, LLC. | 50,755 | $849.6K | 0.01% | +1,005+2.0% | Added |
| Henshaw Capital LLC | 51,405 | $860.5K | 0.03% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 51,520 | $862.4K | 0.09% | +50,000+3,289.5% | Added |
| Cornerstone Wealth Group, LLC | 51,724 | $865.9K | 0.06% | +621+1.2% | Added |
| United Asset Strategies, Inc. | 53,379 | $893.6K | 0.07% | +804+1.5% | Added |
| Tradition Wealth Management, LLC | 53,794 | $900.5K | 0.06% | +20,424+61.2% | Added |
| State of Wyoming | 54,091 | $905.5K | 0.10% | −7,671−12.4% | Reduced |
| ExodusPoint Capital Management, LP | 54,631 | $914.5K | 0.01% | −418,476−88.5% | Reduced |
| Stokes Family Office, LLC | 55,027 | $921.2K | 0.08% | +270.0% | Added |
| Wedmont Private Capital | 55,047 | $963.3K | 0.03% | +17,611+47.0% | Added |
| BTG Pactual Asset Management US LLC | 57,766 | $967.0K | 0.11% | +46,311+404.3% | Added |
| Sand Hill Global Advisors, LLC | 58,397 | $977.6K | 0.03% | −397−0.7% | Reduced |
| Partners Capital Investment Group, LLP | 58,993 | $987.5K | 0.04% | −8,795−13.0% | Reduced |
| GWM Advisors LLC | 59,319 | $993.0K | 0.00% | +25,873+77.4% | Added |
| Diametric Capital, LP | 59,587 | $997.5K | 0.27% | +39,812+201.3% | Added |
| Knollwood Investment Advisory, LLC | 59,800 | $1.00M | 0.09% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 60,016 | $1.00M | 0.03% | +216+0.4% | Added |
| Connable Office Inc | 60,432 | $1.01M | 0.09% | −2,628−4.2% | Reduced |
| Greenland Capital Management LP | 61,500 | $1.03M | 0.15% | +61,500 | New |
| DekaBank Deutsche Girozentrale | 79,585 | $1.03M | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 61,849 | $1.04M | 0.06% | −381,180−86.0% | Reduced |
| SkyView Investment Advisors, LLC | 62,524 | $1.05M | 0.13% | −754−1.2% | Reduced |
| HighVista Strategies LLC | 62,570 | $1.05M | 0.27% | −46,767−42.8% | Reduced |
| Circle Wealth Management, LLC | 63,927 | $1.07M | 0.02% | 00.0% | Unchanged |
| AlTi Global, Inc. | 64,136 | $1.07M | 0.02% | +2,160+3.5% | Added |
| Regions Financial Corp | 64,395 | $1.08M | 0.01% | +27,992+76.9% | Added |
| Merit Financial Group, LLC | 64,467 | $1.08M | 0.01% | +6,848+11.9% | Added |
| University of Texas/Texas Am Investment Managment Co | 65,513 | $1.10M | 0.16% | +65,513 | New |
| Baldwin Brothers Inc | 66,383 | $1.11M | 0.07% | +66,383 | New |
| Leonteq Securities AG | 67,029 | $1.12M | 0.06% | +69+0.1% | Added |
| Atomi Financial Group, Inc. | 67,241 | $1.13M | 0.03% | +11,272+20.1% | Added |
| NewEdge Wealth, LLC | 67,298 | $1.13M | 0.01% | +888+1.3% | Added |
| Marex Group plc | 67,425 | $1.13M | 0.01% | +34,410+104.2% | Added |
| Ethic Inc. | 67,526 | $1.13M | 0.02% | +1,372+2.1% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 68,198 | $1.14M | 0.04% | +68,198 | New |
| Wisconsin Capital Management LLC | 68,284 | $1.14M | 0.58% | +737+1.1% | Added |
| Legacy Bridge, LLC | 68,355 | $1.14M | 0.46% | −300−0.4% | Reduced |
| Principal Financial Group Inc | 69,256 | $1.16M | 0.00% | −30,287−30.4% | Reduced |
| Salvus Wealth Management, LLC | 69,500 | $1.16M | 0.65% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 69,817 | $1.17M | 0.02% | −254−0.4% | Reduced |
| Intellectus Partners, LLC | 69,990 | $1.17M | 0.23% | +44,450+174.0% | Added |
| Eschler Asset Management LLP | 70,000 | $1.17M | 0.80% | −15,615−18.2% | Reduced |
| Triumph Capital Management | 70,501 | $1.18M | 0.25% | +18,612+35.9% | Added |
| Vestmark Advisory Solutions, Inc. | 70,714 | $1.18M | 0.02% | +34,119+93.2% | Added |
| Pilgrim Partners Asia Pte Ltd | 71,000 | $1.19M | 0.57% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 72,091 | $1.21M | 0.21% | −12,150−14.4% | Reduced |
| Truist Financial Corp | 72,985 | $1.22M | 0.00% | +172+0.2% | Added |
| Kestra Advisory Services, LLC | 75,507 | $1.26M | 0.01% | +23,162+44.2% | Added |
| Banco Santander, S.A. | 75,521 | $1.26M | 0.01% | +14,468+23.7% | Added |
| Oppenheimer & Co Inc | 76,134 | $1.27M | 0.02% | +126+0.2% | Added |
| Parus Finance (UK) Ltd | 77,593 | $1.30M | 0.34% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 78,428 | $1.31M | 0.01% | +78,428 | New |
| Magnus Financial Group LLC | 78,957 | $1.32M | 0.10% | −100.0% | Reduced |
| Resources Investment Advisors, LLC. | 78,963 | $1.32M | 0.01% | +1,849+2.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 79,102 | $1.32M | 0.00% | +12,413+18.6% | Added |
| Militia Capital Partners, LP | 80,000 | $1.34M | 0.50% | +80,000 | New |