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 |
|---|---|---|---|---|---|
| Apollon Wealth Management, LLC | 29,104 | $487.2K | 0.01% | +29,104 | New |
| Osmosis Investment Management UK Ltd | 28,979 | $485.1K | 0.01% | +28,979 | New |
| 9823 Capital, L.P. | 28,841 | $482.8K | 0.33% | +28,841 | New |
| Dynasty Wealth Management, LLC | 28,508 | $477.2K | 0.00% | +1,285+4.7% | Added |
| Fortis Capital Management LLC | 28,441 | $476.1K | 0.06% | +11,242+65.4% | Added |
| Limestone Investment Advisors LP | 28,277 | $473.4K | 0.32% | 00.0% | Unchanged |
| Davenport & Co LLC | 28,201 | $472.1K | 0.00% | +2,701+10.6% | Added |
| Dimensional Fund Advisors LP | 27,404 | $458.7K | 0.00% | −3,000−9.9% | Reduced |
| First Western Trust Bank | 26,734 | $447.5K | 0.02% | +3,869+16.9% | Added |
| MLP3, LLC | 26,595 | $445.2K | 0.49% | +26,595 | New |
| Western Wealth Management, LLC | 26,115 | $437.2K | 0.02% | −1,048−3.9% | Reduced |
| Sheets Smith Wealth Management | 25,992 | $435.1K | 0.05% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 25,723 | $430.6K | 0.02% | +3,208+14.2% | Added |
| Tudor Investment Corp Et Al | 25,660 | $429.5K | 0.00% | −126,910−83.2% | Reduced |
| Vise Technologies, Inc. | 25,466 | $426.3K | 0.01% | −2,364−8.5% | Reduced |
| Inspire Advisors, LLC | 25,361 | $424.6K | 0.04% | −16,735−39.8% | Reduced |
| Indivisible Partners | 25,151 | $421.0K | 0.05% | +25,151 | New |
| Cresset Asset Management, LLC | 24,776 | $414.8K | 0.00% | +2,006+8.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 24,503 | $411.4K | 0.00% | +1,304+5.6% | Added |
| Rothschild Investment LLC | 24,550 | $411.0K | 0.02% | +516+2.1% | Added |
| Natixis | 24,284 | $406.5K | 0.00% | −168,369−87.4% | Reduced |
| Bluebird Wealth Management LLC | 24,224 | $405.5K | 0.38% | +24,224 | New |
| Element Pointe Advisors, LLC | 24,195 | $405.0K | 0.08% | 00.0% | Unchanged |
| Orion Capital Management LLC | 23,900 | $400.1K | 0.14% | +2,600+12.2% | Added |
| Heron Bay Capital Management | 23,714 | $397.0K | 0.08% | −238−1.0% | Reduced |
| Oak Thistle LLC | 23,634 | $395.6K | 0.05% | +23,634 | New |
| Gladstone Institutional Advisory LLC | 23,574 | $394.6K | 0.01% | −28,409−54.7% | Reduced |
| Signaturefd, LLC | 23,256 | $389.3K | 0.01% | +4,161+21.8% | Added |
| Allspring Global Investments Holdings, LLC | 22,813 | $388.3K | 0.00% | +6,692+41.5% | Added |
| Malaga Cove Capital, LLC | 22,911 | $383.5K | 0.13% | +22,911 | New |
| Metis Global Partners, LLC | 22,799 | $381.7K | 0.01% | −201−0.9% | Reduced |
| Claro Advisors LLC | 22,685 | $379.7K | 0.05% | +135+0.6% | Added |
| Gibbs Wealth Management | 21,707 | $379.0K | 0.09% | −3,555−14.1% | Reduced |
| Ameritas Advisory Services, LLC | 22,615 | $378.6K | 0.01% | +2,615+13.1% | Added |
| Hamilton Capital Partners Inc. | 22,600 | $378.3K | 0.01% | 00.0% | Unchanged |
| Westmount Partners, LLC | 22,351 | $374.2K | 0.09% | −7,064−24.0% | Reduced |
| Perigon Wealth Management, LLC | 21,659 | $362.6K | 0.01% | +1,390+6.9% | Added |
| Aigen Investment Management, LP | 21,559 | $360.9K | 0.08% | −115,875−84.3% | Reduced |
| Ballentine Partners, LLC | 21,475 | $359.5K | 0.01% | +2,101+10.8% | Added |
| Integrity Investment Advisors, LLC | 21,383 | $358.0K | 0.20% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 21,094 | $356.1K | 0.01% | +3,061+17.0% | Added |
| Southeast Asset Advisors Inc. | 21,232 | $355.4K | 0.03% | −21,230−50.0% | Reduced |
| Integrated Wealth Concepts LLC | 21,081 | $352.9K | 0.00% | −19,303−47.8% | Reduced |
| Emerald Advisers, LLC | 20,752 | $347.4K | 0.01% | −932−4.3% | Reduced |
| Sig Brokerage, LP | 20,411 | $341.7K | 0.11% | −60,596−74.8% | Reduced |
| Breakwater Capital Group | 20,315 | $340.1K | 0.05% | +450+2.3% | Added |
| Wealth Alliance | 20,200 | $338.1K | 0.03% | +9,351+86.2% | Added |
| Oak Grove Capital LLC | 20,050 | $335.6K | 0.07% | −1,000−4.8% | Reduced |
| Tru Independence Asset Management 2, LLC | 20,000 | $334.8K | 0.21% | +20,000 | New |
| Mount Yale Investment Advisors, LLC | 19,979 | $334.4K | 0.02% | +19,979 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,865 | $332.5K | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 19,600 | $328.1K | 0.01% | +19,600 | New |
| Envestnet Portfolio Solutions, Inc. | 19,455 | $325.7K | 0.00% | +4,524+30.3% | Added |
| Capital Performance Advisors LLP | 19,269 | $322.6K | 0.02% | +19,269 | New |
| Aptus Capital Advisors, LLC | 19,008 | $318.2K | 0.00% | +624+3.4% | Added |
| Geneos Wealth Management Inc. | 19,007 | $318.2K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 18,957 | $317.3K | 0.00% | +4,245+28.9% | Added |
| Chicago Trust Co NA | 18,527 | $310.1K | 0.05% | +1,256+7.3% | Added |
| Umb Bank N A | 18,407 | $308.1K | 0.00% | −91−0.5% | Reduced |
| Arlington Capital Management, Inc. | 18,192 | $304.5K | 0.19% | −3,250−15.2% | Reduced |
| Platform Technology Partners | 18,030 | $301.8K | 0.06% | −870−4.6% | Reduced |
| Fiducient Advisors LLC | 17,962 | $300.7K | 0.04% | +17,962 | New |
| Pinnacle Wealth Planning Services, Inc. | 17,933 | $300.2K | 0.03% | +882+5.2% | Added |
| Magnetar Financial LLC | 17,932 | $300.2K | 0.00% | +17,932 | New |
| First Growth Capital LLC | 17,174 | $299.0K | 0.27% | +17,174 | New |
| Canvas Wealth Advisors, LLC | 17,848 | $298.8K | 0.05% | −1,239−6.5% | Reduced |
| Transcend Wealth Collective, LLC | 17,776 | $297.6K | 0.02% | +447+2.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17,653 | $295.5K | 0.04% | +17,653 | New |
| Horizon Investments, LLC | 17,646 | $295.4K | 0.00% | +1,390+8.6% | Added |
| Shufro Rose & Co LLC | 17,045 | $285.3K | 0.02% | 00.0% | Unchanged |
| EdgePoint Investment Group Inc. | 17,012 | $284.8K | 0.00% | +3,439+25.3% | Added |
| Farther Finance Advisors, LLC | 16,994 | $284.5K | 0.00% | +7,716+83.2% | Added |
| Polymer Capital Management (US) LLC | 16,892 | $282.8K | 0.04% | +904+5.7% | Added |
| Krane Funds Advisors LLC | 16,834 | $281.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 16,820 | $281.6K | 0.01% | +601+3.7% | Added |
| Park National Corp | 16,623 | $278.3K | 0.01% | −242−1.4% | Reduced |
| Wedbush Securities Inc | 16,388 | $274.0K | 0.01% | −1,000−5.8% | Reduced |
| Global Retirement Partners, LLC | 16,245 | $271.9K | 0.00% | −2,937−15.3% | Reduced |
| Abel Hall, LLC | 16,223 | $271.6K | 0.06% | +16,223 | New |
| Skopos Labs, Inc. | 16,295 | $271.5K | 0.01% | +16,295 | New |
| Ritholtz Wealth Management | 16,130 | $270.0K | 0.00% | +5,533+52.2% | Added |
| Cary Street Partners Financial LLC | 16,061 | $268.9K | 0.01% | −115−0.7% | Reduced |
| Vancity Investment Management Ltd | 15,978 | $267.0K | 0.04% | −165−1.0% | Reduced |
| PDS Planning, Inc | 15,702 | $262.9K | 0.02% | +298+1.9% | Added |
| Pensionmark Financial Group, LLC | 15,579 | $260.8K | 0.00% | +2,638+20.4% | Added |
| Csenge Advisory Group | 15,547 | $260.3K | 0.01% | +15,547 | New |
| Focus Financial Network, Inc. | 15,438 | $258.4K | 0.01% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 15,299 | $256.1K | 0.15% | −130−0.8% | Reduced |
| United Capital Financial Advisers, LLC | 14,998 | $251.1K | 0.00% | +1,369+10.0% | Added |
| Eagle Rock Investment Company, LLC | 14,769 | $247.2K | 0.03% | +1,185+8.7% | Added |
| Princeton Capital Management LLC | 14,737 | $246.7K | 0.06% | −8,185−35.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 14,525 | $243.1K | 0.11% | +14,525 | New |
| Central Trust Co | 14,400 | $241.1K | 0.00% | +8,600+148.3% | Added |
| Vigil Wealth Management, LLC | 14,396 | $241.0K | 0.20% | +14,396 | New |
| Portside Wealth Group, LLC | 14,374 | $240.6K | 0.03% | −1,475−9.3% | Reduced |
| Norinchukin Bank, The | 14,341 | $240.1K | 0.00% | +2,257+18.7% | Added |
| Tectonic Advisors LLC | 14,336 | $240.0K | 0.01% | −230−1.6% | Reduced |
| Savant Capital, LLC | 14,219 | $238.0K | 0.00% | +14,219 | New |
| Storgate, LLC | 14,077 | $235.6K | 0.19% | +14,077 | New |
| Drive Wealth Management, LLC | 14,029 | $234.8K | 0.05% | +1,371+10.8% | Added |