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 |
|---|---|---|---|---|---|
| Eagle Rock Investment Company, LLC | 15,496 | $222.7K | 0.03% | +727+4.9% | Added |
| Rakuten Securities, Inc. | 15,538 | $223.3K | 0.09% | −30,513−66.3% | Reduced |
| Cary Street Partners Financial LLC | 15,561 | $223.6K | 0.01% | −500−3.1% | Reduced |
| Kestra Investment Management, LLC | 15,584 | $223.9K | 0.00% | +3,851+32.8% | Added |
| Baird Financial Group, Inc. | 15,840 | $227.6K | 0.00% | +15,840 | New |
| We Are One Seven, LLC | 15,930 | $228.9K | 0.00% | +2,863+21.9% | Added |
| PDS Planning, Inc | 16,146 | $232.0K | 0.02% | +444+2.8% | Added |
| Fox Run Management, L.L.C. | 17,233 | $232.8K | 0.04% | +17,233 | New |
| Lombard Odier Asset Management (Switzerland) SA | 16,202 | $232.8K | 0.01% | +16,202 | New |
| Arlington Capital Management, Inc. | 16,292 | $234.1K | 0.13% | −1,900−10.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 16,339 | $234.8K | 0.00% | −2,618−13.8% | Reduced |
| Wedbush Securities Inc | 16,388 | $235.0K | 0.01% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 16,370 | $235.2K | 0.00% | +791+5.1% | Added |
| VGI Partners Ltd | 16,390 | $235.5K | 0.01% | −185,000−91.9% | Reduced |
| Integrity Investment Advisors, LLC | 16,976 | $243.9K | 0.13% | −4,407−20.6% | Reduced |
| Longitude (Cayman) Ltd. | 17,000 | $244.3K | 0.21% | +17,000 | New |
| Shufro Rose & Co LLC | 17,045 | $244.9K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 17,050 | $245.0K | 0.00% | +230+1.4% | Added |
| Centiva Capital, LP | 17,063 | $245.2K | 0.01% | +17,063 | New |
| AlphaGrep UK Ltd | 17,101 | $245.7K | 0.07% | +17,101 | New |
| Canvas Wealth Advisors, LLC | 17,234 | $247.7K | 0.04% | −614−3.4% | Reduced |
| Flow Traders U.S. LLC | 17,354 | $249.0K | 0.01% | −114,101−86.8% | Reduced |
| First Growth Capital LLC | 17,518 | $253.0K | 0.23% | +344+2.0% | Added |
| Garden State Investment Advisory Services LLC | 17,626 | $253.3K | 0.06% | +4,021+29.6% | Added |
| Vancity Investment Management Ltd | 17,971 | $258.0K | 0.04% | +1,993+12.5% | Added |
| Transcend Wealth Collective, LLC | 17,962 | $258.1K | 0.02% | +186+1.0% | Added |
| Platform Technology Partners | 18,030 | $259.1K | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 18,113 | $260.3K | 0.01% | −894−4.7% | Reduced |
| Farther Finance Advisors, LLC | 19,080 | $275.5K | 0.00% | +2,086+12.3% | Added |
| Jane Street Group, LLC | 19,320 | $277.6K | 0.00% | −6,695,495−99.7% | Reduced |
| Gibbs Wealth Management | 19,325 | $277.7K | 0.04% | −2,382−11.0% | Reduced |
| Legacy Financial Independent Advisors LLC | 19,457 | $279.6K | 0.15% | +19,457 | New |
| Malaga Cove Capital, LLC | 19,623 | $282.0K | 0.10% | −3,288−14.4% | Reduced |
| Signaturefd, LLC | 19,647 | $282.3K | 0.00% | −3,609−15.5% | Reduced |
| CMT Capital Markets Trading GmbH | 19,947 | $287.0K | 0.13% | +19,947 | New |
| Breakwater Capital Group | 19,982 | $287.1K | 0.04% | −333−1.6% | Reduced |
| Chicago Trust Co NA | 20,046 | $288.1K | 0.05% | +1,519+8.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 20,056 | $288.2K | 0.03% | +2,123+11.8% | Added |
| Western Wealth Management, LLC | 20,090 | $288.7K | 0.01% | −6,025−23.1% | Reduced |
| Tru Independence Asset Management 2, LLC | 20,118 | $289.1K | 0.18% | +118+0.6% | Added |
| Ameritas Advisory Services, LLC | 20,182 | $290.0K | 0.01% | −2,433−10.8% | Reduced |
| Collaborative Fund Advisors, LLC | 20,248 | $291.0K | 0.18% | +20,248 | New |
| Oak Grove Capital LLC | 20,385 | $292.9K | 0.05% | +335+1.7% | Added |
| Cantor Fitzgerald, L. P. | 20,500 | $294.6K | 0.01% | +7,600+58.9% | Added |
| Smartleaf Asset Management LLC | 22,063 | $298.1K | 0.01% | +969+4.6% | Added |
| Emerald Advisers, LLC | 20,752 | $298.2K | 0.01% | 00.0% | Unchanged |
| Claro Advisors LLC | 21,015 | $302.0K | 0.04% | −1,670−7.4% | Reduced |
| EP Wealth Advisors, LLC | 21,135 | $303.7K | 0.00% | +21,135 | New |
| Southeast Asset Advisors Inc. | 21,230 | $305.1K | 0.03% | −20.0% | Reduced |
| Asset One Wealth Management LLC | 20,301 | $305.5K | 0.03% | +20,301 | New |
| Tuttle Tactical Management | 21,351 | $306.8K | 0.50% | +21,351 | New |
| Scientech Research LLC | 21,394 | $307.4K | 0.26% | +21,394 | New |
| Fortress Private Ledger, LLC | 21,510 | $309.1K | 0.10% | +21,510 | New |
| Inspire Advisors, LLC | 21,531 | $309.4K | 0.03% | −3,830−15.1% | Reduced |
| Barometer Capital Management Inc. | 21,600 | $310.4K | 0.11% | +21,600 | New |
| Apollon Wealth Management, LLC | 21,872 | $314.3K | 0.01% | −7,232−24.8% | Reduced |
| Perigon Wealth Management, LLC | 21,958 | $315.5K | 0.01% | +299+1.4% | Added |
| Capital Performance Advisors LLP | 22,292 | $320.3K | 0.02% | +3,023+15.7% | Added |
| Westmount Partners, LLC | 22,351 | $321.2K | 0.08% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 22,506 | $325.0K | 0.00% | −307−1.3% | Reduced |
| Toronto Dominion Bank | 22,634 | $326.0K | 0.00% | +11,021+94.9% | Added |
| Krane Funds Advisors LLC | 23,008 | $327.6K | 0.01% | +6,174+36.7% | Added |
| Orion Capital Management LLC | 22,900 | $329.1K | 0.11% | −1,000−4.2% | Reduced |
| Lighthouse Investment Partners, LLC | 23,238 | $333.9K | 0.01% | +23,238 | New |
| Skopos Labs, Inc. | 23,746 | $341.2K | 0.01% | +7,451+45.7% | Added |
| Element Pointe Advisors, LLC | 24,195 | $347.7K | 0.07% | 00.0% | Unchanged |
| GAM Holding AG | 24,273 | $348.8K | 0.03% | +24,273 | New |
| Legato Capital Management LLC | 24,491 | $351.9K | 0.03% | +24,491 | New |
| EdgePoint Investment Group Inc. | 24,524 | $352.4K | 0.00% | +7,512+44.2% | Added |
| Rothschild Investment LLC | 24,775 | $356.0K | 0.02% | +225+0.9% | Added |
| CAPROCK Group, Inc. | 24,949 | $358.5K | 0.01% | −7,633−23.4% | Reduced |
| Siren, L.L.C. | 25,000 | $359.3K | 0.01% | +25,000 | New |
| DKRT Investments Corp. | 25,000 | $359.3K | 0.09% | +25,000 | New |
| Indivisible Partners | 25,049 | $360.0K | 0.03% | −102−0.4% | Reduced |
| Venturi Wealth Management, LLC | 25,067 | $360.2K | 0.02% | −656−2.6% | Reduced |
| Bluebird Wealth Management LLC | 25,336 | $364.1K | 0.37% | +1,112+4.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 25,806 | $370.8K | 0.00% | +1,303+5.3% | Added |
| Aaron Wealth Advisors | 25,812 | $370.9K | 0.02% | −10,603−29.1% | Reduced |
| Sheets Smith Wealth Management | 25,992 | $373.5K | 0.04% | 00.0% | Unchanged |
| Horizon Investments, LLC | 26,388 | $379.2K | 0.00% | +8,742+49.5% | Added |
| LRI Investments, LLC | 26,525 | $381.2K | 0.03% | −6,684−20.1% | Reduced |
| MLP3, LLC | 26,595 | $382.2K | 0.42% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 26,680 | $383.4K | 0.00% | −51,748−66.0% | Reduced |
| First Western Trust Bank | 26,734 | $384.2K | 0.02% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 26,770 | $384.7K | 0.05% | −1,671−5.9% | Reduced |
| Ping Capital Management, Inc. | 27,100 | $389.4K | 0.15% | +13,500+99.3% | Added |
| Davenport & Co LLC | 27,936 | $401.4K | 0.00% | −265−0.9% | Reduced |
| Limestone Investment Advisors LP | 28,277 | $406.3K | 0.20% | 00.0% | Unchanged |
| Armistice Capital, LLC | 28,475 | $409.2K | 0.01% | +28,475 | New |
| Dynasty Wealth Management, LLC | 28,604 | $411.0K | 0.00% | +96+0.3% | Added |
| Nisa Investment Advisors, LLC | 28,893 | $415.2K | 0.00% | −181,802−86.3% | Reduced |
| Mason & Associates Inc | 30,783 | $415.9K | 0.08% | +808+2.7% | Added |
| Nwam LLC | 28,951 | $416.0K | 0.02% | −2,725−8.6% | Reduced |
| Osmosis Investment Management UK Ltd | 29,115 | $418.4K | 0.01% | +136+0.5% | Added |
| Coldstream Capital Management Inc | 29,279 | $420.7K | 0.01% | −4,350−12.9% | Reduced |
| Larson Financial Group LLC | 29,350 | $421.8K | 0.01% | −1,351−4.4% | Reduced |
| Custom Index Systems, LLC | 29,402 | $422.5K | 0.18% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 29,486 | $423.7K | 0.02% | −20,033−40.5% | Reduced |
| Vise Technologies, Inc. | 25,466 | $426.3K | 0.01% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 29,830 | $428.7K | 0.01% | +9,965+50.2% | Added |