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, Q1 2026
Institutional positions in Nu Holdings Ltd. as of Mar 31, 2026. 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
- 905
- +39 vs. Q4 2025
- Shares held
- 2.87B
- +64.5M (+2.3%) vs. Q4 2025
- Total value
- $41.3B
- −$5.65B (−12.0%) vs. Q4 2025
- New holders
- 139
- 327 more added
- Sold out
- 100
- 318 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Nu Holdings Ltd.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 10 | $144 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 10 | $144 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 12 | $172 | 0.00% | +12 | New |
| Stone House Investment Management, LLC | 13 | $187 | 0.00% | −23−63.9% | Reduced |
| Financial Consulate, Inc | 14 | $202 | 0.00% | +14 | New |
| Vision Financial Markets LLC | 16 | $230 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 25 | $360 | 0.00% | +25 | New |
| Abound Wealth Management | 26 | $374 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 28 | $403 | 0.00% | +9+47.4% | Added |
| Intentional Wealth Strategies, LLC | 29 | $417 | 0.00% | +29 | New |
| Trust Co | 33 | $474 | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 35 | $503 | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 36 | $517 | 0.00% | +36 | New |
| CoreCap Advisors, LLC | 38 | $546 | 0.00% | +18+90.0% | Added |
| South State Corp. | 45 | $647 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 45 | $647 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 49 | $705 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 50 | $719 | 0.00% | +50 | New |
| Transamerica Financial Advisors, Inc. | 65 | $934 | 0.00% | +41+170.8% | Added |
| Dunhill Financial, LLC | 69 | $991 | 0.00% | +69 | New |
| Golden State Wealth Management, LLC | 71 | $1.02K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 75 | $1.08K | 0.00% | +75 | New |
| Johnson Financial Group, Inc. | 87 | $1.25K | 0.00% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 90 | $1.29K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 99 | $1.42K | 0.00% | −217−68.7% | Reduced |
| Financial Network Wealth Advisors LLC | 100 | $1.44K | 0.00% | −2−2.0% | Reduced |
| Signature Equity Partners, LLC | 100 | $1.44K | 0.00% | −1−1.0% | Reduced |
| Country Trust Bank | 100 | $1.44K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 122 | $1.75K | 0.00% | +122 | New |
| Copia Wealth Management | 129 | $1.85K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 134 | $1.92K | 0.00% | −38−22.1% | Reduced |
| Dogwood Wealth Management LLC | 162 | $2.33K | 0.00% | +162 | New |
| SHP Wealth Management | 168 | $2.41K | 0.00% | +56+50.0% | Added |
| Brown, Lisle/Cummings, Inc. | 175 | $2.52K | 0.00% | +175 | New |
| First Command Advisory Services, Inc. | 175 | $2.52K | 0.00% | +175 | New |
| Spire Wealth Management | 182 | $2.62K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 182 | $2.62K | 0.00% | +182 | New |
| Trask Adam Roland | 193 | $2.77K | 0.00% | +193 | New |
| Ritter Daniher Financial Advisory LLC | 200 | $2.87K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 208 | $2.99K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 210 | $3.02K | 0.00% | −506−70.7% | Reduced |
| Grove Bank & Trust | 230 | $3.31K | 0.00% | −286−55.4% | Reduced |
| True Wealth Design, LLC | 230 | $3.31K | 0.00% | −8−3.4% | Reduced |
| Atlantic Trust, LLC | 231 | $3.32K | 0.00% | −136−37.1% | Reduced |
| Adirondack Trust Co | 255 | $3.66K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 257 | $4.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 304 | $4.00K | 0.00% | +304 | New |
| Cornerstone Financial Management LLC | 291 | $4.18K | 0.00% | +160+122.1% | Added |
| TD Private Client Wealth LLC | 309 | $4.44K | 0.00% | +119+62.6% | Added |
| Highline Wealth Partners LLC | 319 | $4.58K | 0.00% | −47−12.8% | Reduced |
| Raleigh Capital Management Inc. | 321 | $4.61K | 0.00% | +321 | New |
| Bayforest Capital Ltd | 327 | $4.70K | 0.01% | +327 | New |
| First Horizon Corp | 331 | $4.76K | 0.00% | +35+11.8% | Added |
| Sunbelt Securities, Inc. | 338 | $4.86K | 0.00% | −12−3.4% | Reduced |
| Golden State Equity Partners | 380 | $5.46K | 0.00% | +380 | New |
| Carolina Wealth Advisors, LLC | 391 | $5.62K | 0.00% | −83,187−99.5% | Reduced |
| American National Bank | 410 | $5.89K | 0.00% | −533−56.5% | Reduced |
| Acumen Wealth Advisors, LLC | 410 | $5.89K | 0.00% | +410 | New |
| Winthrop Capital Management, LLC | 421 | $6.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 420 | $6.04K | 0.00% | 00.0% | Unchanged |
| One River Asset Management, LLC | 450 | $6.47K | 0.02% | +450 | New |
| Raffa Wealth Management, LLC | 493 | $7.08K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 500 | $7.18K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 500 | $7.18K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 500 | $7.18K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 518 | $7.44K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 546 | $7.85K | 0.00% | −188−25.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 548 | $7.88K | 0.00% | +548 | New |
| Atlantic Edge Private Wealth Management, LLC | 550 | $7.90K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 600 | $8.00K | 0.00% | +200+50.0% | Added |
| Ankerstar Wealth, LLC | 559 | $8.03K | 0.01% | +559 | New |
| McIlrath & Eck, LLC | 562 | $8.08K | 0.00% | +562 | New |
| Winch Advisory Services, LLC | 600 | $8.62K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 601 | $8.64K | 0.00% | −4−0.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 663 | $9.53K | 0.00% | +7+1.1% | Added |
| Fifth Third Bancorp | 707 | $10.2K | 0.00% | −1,281−64.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 750 | $10.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 750 | $10.8K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 750 | $10.8K | 0.00% | 00.0% | Unchanged |
| Finley Financial, LLC | 771 | $11.1K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 816 | $11.7K | 0.00% | −52−6.0% | Reduced |
| Sofos Investments, Inc. | 838 | $12.0K | 0.00% | +838 | New |
| Elequin Capital LP | 863 | $12.4K | 0.00% | +863 | New |
| Activest Wealth Management | 893 | $12.8K | 0.00% | +893 | New |
| Allianz SE | 940 | $13.5K | 0.00% | +940 | New |
| Bryn Mawr Trust Co | 973 | $14.0K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 1,000 | $14.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,021 | $14.7K | 0.00% | −52−4.8% | Reduced |
| Private Trust Co NA | 1,081 | $15.5K | 0.00% | −138−11.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,097 | $15.8K | 0.00% | +1,097 | New |
| Root Financial Partners, LLC | 1,114 | $16.0K | 0.00% | +788+241.7% | Added |
| Kemnay Advisory Services Inc. | 1,139 | $16.4K | 0.00% | −278−19.6% | Reduced |
| RWM Asset Management, LLC | 1,190 | $17.1K | 0.00% | +1,190 | New |
| HM Payson & Co | 1,200 | $17.2K | 0.00% | +637+113.1% | Added |
| Rachor Investment Advisory Services, LLC | 1,224 | $17.6K | 0.01% | +83+7.3% | Added |
| Westside Investment Management, Inc. | 1,300 | $18.4K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,300 | $18.7K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,344 | $19.4K | 0.00% | +1,317+4,877.8% | Added |
| Investment Research & Advisory Group, Inc. | 1,500 | $21.6K | 0.01% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 1,500 | $21.6K | 0.01% | 00.0% | Unchanged |