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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 1,565 | $22.5K | 0.00% | +80+5.4% | Added |
| Toth Financial Advisory Corp | 1,678 | $24.1K | 0.00% | −49,842−96.7% | Reduced |
| Blume Capital Management, Inc. | 1,700 | $24.4K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 1,750 | $25.1K | 0.01% | +1,750 | New |
| Zions Bancorporation, National Association | 1,788 | $25.7K | 0.00% | +187+11.7% | Added |
| Harbor Investment Advisory, LLC | 1,790 | $25.7K | 0.00% | +130+7.8% | Added |
| Cornerstone Planning Group LLC | 1,869 | $26.6K | 0.00% | +260+16.2% | Added |
| TFC Financial Management | 1,897 | $27.3K | 0.00% | +3+0.2% | Added |
| Armstrong Advisory Group, Inc | 2,000 | $28.7K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 2,007 | $28.8K | 0.01% | −2,006−50.0% | Reduced |
| Quaker Wealth Management, LLC | 2,300 | $33.1K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,400 | $34.5K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2,500 | $35.9K | 0.02% | +2,500 | New |
| Morse Asset Management, Inc | 2,550 | $36.6K | 0.01% | +725+39.7% | Added |
| Atlantic Union Bankshares Corp | 2,800 | $40.2K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,960 | $42.5K | 0.00% | +659+28.6% | Added |
| Piscataqua Savings Bank | 3,000 | $43.1K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3,051 | $44.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 3,192 | $45.9K | 0.00% | +663+26.2% | Added |
| VSM Wealth Advisory, LLC | 3,300 | $47.4K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,417 | $49.1K | 0.00% | +1,632+91.4% | Added |
| Massmutual Trust Co FSB | 3,650 | $52.5K | 0.00% | −744−16.9% | Reduced |
| Center for Financial Planning, Inc. | 3,787 | $54.4K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3,888 | $55.9K | 0.01% | −144−3.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,000 | $57.5K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 4,132 | $59.4K | 0.04% | +586+16.5% | Added |
| Truvestments Capital LLC | 4,573 | $65.7K | 0.01% | +3,900+579.5% | Added |
| Cullen/Frost Bankers, Inc. | 4,600 | $66.1K | 0.00% | +4,600 | New |
| Brown Brothers Harriman & Co | 4,893 | $70.3K | 0.00% | +1,633+50.1% | Added |
| Oakum Bay Capital LLC | 5,000 | $71.8K | 0.04% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 5,052 | $72.6K | 0.04% | +4,752+1,584.0% | Added |
| Covestor Ltd | 5,253 | $75.0K | 0.05% | −4,819−47.8% | Reduced |
| Accent Capital Management, LLC | 5,425 | $78.0K | 0.04% | +3,650+205.6% | Added |
| Opal Wealth Advisors, LLC | 5,427 | $78.0K | 0.02% | +5,427 | New |
| Keating Financial Advisory Services, Inc. | 5,484 | $78.8K | 0.01% | −31−0.6% | Reduced |
| Ancora Advisors, LLC | 5,712 | $82.1K | 0.00% | −286−4.8% | Reduced |
| Clearstead Advisors, LLC | 6,227 | $89.5K | 0.00% | +2,640+73.6% | Added |
| EverSource Wealth Advisors, LLC | 6,468 | $92.9K | 0.00% | +2,377+58.1% | Added |
| Versant Capital Management, Inc | 6,609 | $95.0K | 0.01% | −3,435−34.2% | Reduced |
| Hantz Financial Services, Inc. | 6,725 | $97.0K | 0.00% | −113,822−94.4% | Reduced |
| Delta Asset Management LLC | 6,910 | $99.3K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 7,561 | $108.7K | 0.00% | −1,018−11.9% | Reduced |
| Berbice Capital Management LLC | 8,000 | $115.0K | 0.08% | 00.0% | Unchanged |
| Central Trust Co | 8,299 | $119.3K | 0.00% | −6,101−42.4% | Reduced |
| Aventura Private Wealth, LLC | 8,895 | $127.8K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 9,272 | $133.2K | 0.00% | +2,641+39.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 9,350 | $134.0K | 0.00% | −650−6.5% | Reduced |
| Cliffwater LLC | 9,485 | $136.3K | 0.04% | 00.0% | Unchanged |
| EFG International AG | 9,700 | $139.4K | 0.00% | −28,225−74.4% | Reduced |
| Quinn Opportunity Partners LLC | 10,000 | $143.7K | 0.01% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 10,000 | $143.7K | 0.08% | +10,000 | New |
| Gerber Kawasaki Wealth & Investment Management | 10,004 | $143.8K | 0.00% | +10,004 | New |
| Heritage Wealth Management, Inc. | 10,027 | $144.1K | 0.08% | +27+0.3% | Added |
| XTX Topco Ltd | 10,120 | $145.4K | 0.00% | −300,454−96.7% | Reduced |
| Legacy Financial Advisors, Inc. | 10,542 | $151.5K | 0.02% | −3,485−24.8% | Reduced |
| Millennium Capital Advisors, LLC | 10,550 | $151.6K | 0.09% | +10,550 | New |
| Chicago Partners Investment Group LLC | 10,301 | $153.0K | 0.00% | +10,301 | New |
| Abc Arbitrage SA | 10,787 | $155.0K | 0.02% | +10,787 | New |
| Interchange Capital Partners, LLC | 13,261 | $157.7K | 0.05% | −32,148−70.8% | Reduced |
| TCG Advisory Services, LLC | 11,032 | $158.5K | 0.00% | −346−3.0% | Reduced |
| TMB Capital Partners, LLC | 11,211 | $161.1K | 0.05% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 11,355 | $163.2K | 0.01% | −4,083−26.4% | Reduced |
| Stonekeep Investments, LLC | 11,415 | $164.0K | 0.11% | +510+4.7% | Added |
| Blackhawk Capital Partners LLC. | 11,467 | $164.8K | 0.06% | −2,160−15.9% | Reduced |
| Norden Group LLC | 11,548 | $165.9K | 0.02% | −1,230−9.6% | Reduced |
| GAMMA Investing LLC | 11,737 | $168.7K | 0.01% | −251−2.1% | Reduced |
| American Trust | 11,869 | $170.6K | 0.02% | −230−1.9% | Reduced |
| Capula Management Ltd | 12,000 | $172.4K | 0.00% | +12,000 | New |
| Global X Japan Co., Ltd. | 12,042 | $173.0K | 0.01% | +12,042 | New |
| IHT Wealth Management, LLC | 12,060 | $173.3K | 0.00% | +887+7.9% | Added |
| Wexford Capital LP | 12,138 | $174.4K | 0.03% | +12,138 | New |
| Warren Averett Asset Management, LLC | 12,150 | $174.6K | 0.00% | −92−0.8% | Reduced |
| SRS Capital Advisors, Inc. | 12,755 | $182.8K | 0.01% | −924−6.8% | Reduced |
| AssuredPartners Investment Advisors, LLC | 12,936 | $184.5K | 0.02% | −60−0.5% | Reduced |
| Paradice Investment Management LLC | 12,942 | $186.0K | 0.04% | +439+3.5% | Added |
| 49 Wealth Management, LLC | 12,963 | $186.3K | 0.01% | +12,963 | New |
| Pinnacle Associates Ltd | 12,977 | $186.5K | 0.00% | +2,222+20.7% | Added |
| DLK Investment Management, LLC | 13,000 | $186.8K | 0.07% | +13,000 | New |
| Osbon Capital Management LLC | 13,522 | $194.3K | 0.16% | −35−0.3% | Reduced |
| Omers Administration Corp | 13,555 | $194.8K | 0.00% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 13,556 | $194.8K | 0.01% | +604+4.7% | Added |
| D.A. Davidson & Co. | 13,741 | $197.5K | 0.00% | −181−1.3% | Reduced |
| LRT Capital Management, LLC | 13,844 | $198.9K | 0.19% | −21,763−61.1% | Reduced |
| Optas, LLC | 13,882 | $199.5K | 0.03% | +13,882 | New |
| Ritholtz Wealth Management | 13,886 | $199.5K | 0.00% | −2,244−13.9% | Reduced |
| Private Wealth Partners, LLC | 13,900 | $199.7K | 0.02% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 13,919 | $200.0K | 0.04% | −110−0.8% | Reduced |
| Umb Bank N A | 14,183 | $203.8K | 0.00% | −4,224−22.9% | Reduced |
| Core Wealth Partners LLC | 14,200 | $204.1K | 0.09% | +200+1.4% | Added |
| Csenge Advisory Group | 14,234 | $204.5K | 0.01% | −1,313−8.4% | Reduced |
| Steel Peak Wealth Management LLC | 14,331 | $205.9K | 0.01% | +14,331 | New |
| Metis Global Partners, LLC | 14,333 | $206.0K | 0.01% | −8,466−37.1% | Reduced |
| Vigil Wealth Management, LLC | 14,400 | $206.9K | 0.17% | +40.0% | Added |
| Chesapeake Capital Corp | 14,440 | $207.5K | 0.15% | −17,071−54.2% | Reduced |
| Princeton Capital Management LLC | 14,737 | $211.8K | 0.06% | 00.0% | Unchanged |
| Storgate, LLC | 14,894 | $214.0K | 0.17% | +817+5.8% | Added |
| Norinchukin Bank, The | 14,977 | $215.2K | 0.00% | +636+4.4% | Added |
| Granite Group Advisors, LLC | 15,299 | $216.5K | 0.13% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 15,343 | $220.5K | 0.00% | +345+2.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 15,344 | $220.5K | 0.00% | −4,111−21.1% | Reduced |