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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 67,029 | $1.12M | 0.06% | +69+0.1% | Added |
| Baldwin Brothers Inc | 66,383 | $1.11M | 0.07% | +66,383 | New |
| University of Texas/Texas Am Investment Managment Co | 65,513 | $1.10M | 0.16% | +65,513 | New |
| Merit Financial Group, LLC | 64,467 | $1.08M | 0.01% | +6,848+11.9% | Added |
| Regions Financial Corp | 64,395 | $1.08M | 0.01% | +27,992+76.9% | Added |
| AlTi Global, Inc. | 64,136 | $1.07M | 0.02% | +2,160+3.5% | Added |
| Circle Wealth Management, LLC | 63,927 | $1.07M | 0.02% | 00.0% | Unchanged |
| HighVista Strategies LLC | 62,570 | $1.05M | 0.27% | −46,767−42.8% | Reduced |
| SkyView Investment Advisors, LLC | 62,524 | $1.05M | 0.13% | −754−1.2% | Reduced |
| Entropy Technologies, LP | 61,849 | $1.04M | 0.06% | −381,180−86.0% | Reduced |
| DekaBank Deutsche Girozentrale | 79,585 | $1.03M | 0.00% | 00.0% | Unchanged |
| Greenland Capital Management LP | 61,500 | $1.03M | 0.15% | +61,500 | New |
| Connable Office Inc | 60,432 | $1.01M | 0.09% | −2,628−4.2% | Reduced |
| Quadrant Capital Group LLC | 60,016 | $1.00M | 0.03% | +216+0.4% | Added |
| Knollwood Investment Advisory, LLC | 59,800 | $1.00M | 0.09% | 00.0% | Unchanged |
| Diametric Capital, LP | 59,587 | $997.5K | 0.27% | +39,812+201.3% | Added |
| GWM Advisors LLC | 59,319 | $993.0K | 0.00% | +25,873+77.4% | Added |
| Partners Capital Investment Group, LLP | 58,993 | $987.5K | 0.04% | −8,795−13.0% | Reduced |
| Sand Hill Global Advisors, LLC | 58,397 | $977.6K | 0.03% | −397−0.7% | Reduced |
| BTG Pactual Asset Management US LLC | 57,766 | $967.0K | 0.11% | +46,311+404.3% | Added |
| Wedmont Private Capital | 55,047 | $963.3K | 0.03% | +17,611+47.0% | Added |
| Stokes Family Office, LLC | 55,027 | $921.2K | 0.08% | +270.0% | Added |
| ExodusPoint Capital Management, LP | 54,631 | $914.5K | 0.01% | −418,476−88.5% | Reduced |
| State of Wyoming | 54,091 | $905.5K | 0.10% | −7,671−12.4% | Reduced |
| Tradition Wealth Management, LLC | 53,794 | $900.5K | 0.06% | +20,424+61.2% | Added |
| United Asset Strategies, Inc. | 53,379 | $893.6K | 0.07% | +804+1.5% | Added |
| Cornerstone Wealth Group, LLC | 51,724 | $865.9K | 0.06% | +621+1.2% | Added |
| Toth Financial Advisory Corp | 51,520 | $862.4K | 0.09% | +50,000+3,289.5% | Added |
| Henshaw Capital LLC | 51,405 | $860.5K | 0.03% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 50,755 | $849.6K | 0.01% | +1,005+2.0% | Added |
| MBM Wealth Consultants, LLC | 50,284 | $841.8K | 0.20% | +607+1.2% | Added |
| IFP Advisors, Inc | 50,017 | $837.3K | 0.02% | +6,042+13.7% | Added |
| Clear Street Group Inc. | 49,976 | $836.6K | 0.00% | +49,976 | New |
| CIBC World Markets Inc. | 49,881 | $835.0K | 0.00% | +27,032+118.3% | Added |
| GeoWealth Management, LLC | 49,519 | $828.9K | 0.03% | +17,624+55.3% | Added |
| Legacy Wealth Asset Management, LLC | 49,473 | $828.2K | 0.20% | −1,141−2.3% | Reduced |
| New Vernon Investment Management LLC | 49,324 | $825.7K | 0.80% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 48,097 | $805.1K | 0.01% | +10,517+28.0% | Added |
| Americana Partners, LLC | 47,698 | $798.5K | 0.02% | +15,506+48.2% | Added |
| Park Avenue Securities LLC | 47,567 | $796.0K | 0.01% | +13,299+38.8% | Added |
| Sanctuary Advisors, LLC | 47,315 | $792.1K | 0.00% | +7,354+18.4% | Added |
| Diversify Advisory Services, LLC | 47,705 | $791.9K | 0.03% | +24,707+107.4% | Added |
| Mount Lucas Management LP | 47,100 | $788.5K | 0.35% | −2,900−5.8% | Reduced |
| Personal Cfo Solutions, LLC | 47,037 | $787.4K | 0.13% | −1,743−3.6% | Reduced |
| Rakuten Securities, Inc. | 46,051 | $770.9K | 0.25% | +20,826+82.6% | Added |
| Interchange Capital Partners, LLC | 45,409 | $760.1K | 0.14% | +4,683+11.5% | Added |
| Odyssean, LLC | 45,350 | $759.2K | 0.55% | +45,350 | New |
| Blair William & Co | 45,014 | $753.5K | 0.00% | +1,481+3.4% | Added |
| Numerai GP LLC | 44,181 | $739.6K | 0.09% | +33,876+328.7% | Added |
| Two Sigma Securities, LLC | 43,157 | $722.4K | 0.10% | +43,157 | New |
| Larry Mathis Financial Planning, LLC | 43,100 | $721.5K | 0.64% | +43,100 | New |
| Myriad Asset Management US LP | 42,738 | $715.4K | 1.20% | −85,522−66.7% | Reduced |
| Fideuram Asset Management (Ireland) dac | 50,433 | $713.9K | 0.06% | +50,433 | New |
| Intercapital, LLC | 41,401 | $693.1K | 0.36% | +41,401 | New |
| Pathfinder Wealth Consulting, Inc. | 41,400 | $693.0K | 0.44% | +41,400 | New |
| MMBG Investment Advisors Co. | 41,307 | $691.5K | 0.06% | +3,700+9.8% | Added |
| Clear Harbor Asset Management, LLC | 41,099 | $688.0K | 0.05% | −9,081−18.1% | Reduced |
| Calamos Advisors LLC | 40,900 | $684.7K | 0.00% | +40,900 | New |
| Machina Capital S.A.S. | 40,208 | $673.1K | 0.13% | −59,783−59.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 39,200 | $656.2K | 0.19% | +39,200 | New |
| Ronald Blue Trust, Inc. | 38,989 | $652.7K | 0.01% | −3,011−7.2% | Reduced |
| 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 |
| Bleakley Financial Group, LLC | 38,447 | $643.6K | 0.01% | +4,644+13.7% | Added |
| Verdence Capital Advisors LLC | 38,038 | $636.8K | 0.04% | −6,470−14.5% | Reduced |
| EFG International AG | 37,925 | $635.6K | 0.01% | +37,925 | New |
| Ninepoint Partners LP | 37,733 | $631.6K | 0.07% | +30,738+439.4% | Added |
| Financial Perspectives, Inc | 37,725 | $631.5K | 0.17% | +208+0.6% | Added |
| Harbour Investments, Inc. | 37,465 | $627.2K | 0.01% | +13,303+55.1% | Added |
| Aaron Wealth Advisors | 36,415 | $609.6K | 0.03% | +14,085+63.1% | Added |
| MAI Capital Management | 36,367 | $608.8K | 0.00% | +737+2.1% | Added |
| LRT Capital Management, LLC | 35,607 | $596.1K | 0.51% | −5,372−13.1% | Reduced |
| Fore Capital, LLC | 35,000 | $585.9K | 0.77% | +35,000 | New |
| Arkfeld Wealth Strategies, L.L.C. | 33,295 | $582.7K | 0.20% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 34,523 | $577.9K | 0.03% | −600−1.7% | Reduced |
| Nwam LLC | 31,676 | $575.9K | 0.03% | −1,839−5.5% | Reduced |
| HB Wealth Management, LLC | 34,186 | $572.3K | 0.00% | +4,958+17.0% | Added |
| Insigneo Advisory Services, LLC | 34,053 | $570.0K | 0.04% | −58,713−63.3% | Reduced |
| J2 Capital Management Inc | 33,988 | $569.0K | 0.42% | −1,526−4.3% | Reduced |
| Brown Advisory Inc | 33,685 | $563.9K | 0.00% | +9,515+39.4% | Added |
| Coldstream Capital Management Inc | 33,629 | $563.0K | 0.01% | +6,431+23.6% | Added |
| Matrix Trust Co | 33,506 | $561.0K | 0.09% | +33,506 | New |
| LRI Investments, LLC | 33,209 | $555.9K | 0.04% | +5,969+21.9% | Added |
| Evergreen Capital Management LLC | 33,136 | $554.7K | 0.01% | +47+0.1% | Added |
| CAPROCK Group, Inc. | 32,582 | $545.4K | 0.01% | +18,447+130.5% | Added |
| Chesapeake Capital Corp | 31,511 | $527.5K | 0.44% | +31,511 | New |
| Granville Capital, Inc. | 31,473 | $526.9K | 0.28% | +31,473 | New |
| Inceptionr LLC | 31,449 | $526.5K | 0.15% | +31,449 | New |
| Leavell Investment Management, Inc. | 31,215 | $522.5K | 0.02% | +3,000+10.6% | Added |
| Equitable Holdings, Inc. | 31,125 | $521.0K | 0.00% | +31,125 | New |
| Larson Financial Group LLC | 30,701 | $513.9K | 0.02% | +2,527+9.0% | Added |
| Vinland Capital Management Gestora de Recursos LTDA. | 28,144 | $512.7K | 7.42% | −3,415−10.8% | Reduced |
| Prelude Capital Management, LLC | 30,501 | $510.6K | 0.04% | +3,363+12.4% | Added |
| Solstein Capital, LLC | 30,400 | $508.9K | 0.20% | 00.0% | Unchanged |
| WBI Investments | 30,295 | $507.1K | 0.13% | +30,295 | New |
| LWM Advisory Services, LLC | 30,210 | $505.7K | 0.30% | −10,870−26.5% | 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 |
| Mason & Associates Inc | 29,975 | $501.8K | 0.09% | −293−1.0% | Reduced |
| Custom Index Systems, LLC | 29,402 | $492.2K | 0.22% | 00.0% | Unchanged |