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 |
|---|---|---|---|---|---|
| Bayesian Capital Management, LP | 29,900 | $429.7K | 0.52% | +29,900 | New |
| Quattro Financial Advisors LLC | 30,000 | $431.1K | 0.13% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 30,000 | $431.1K | 0.14% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 30,210 | $434.1K | 0.46% | 00.0% | Unchanged |
| Solstein Capital, LLC | 30,400 | $436.8K | 0.18% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 30,558 | $439.0K | 0.14% | +30,558 | New |
| Granville Capital, Inc. | 31,473 | $452.3K | 0.24% | 00.0% | Unchanged |
| Americana Partners, LLC | 31,719 | $455.8K | 0.01% | −15,979−33.5% | Reduced |
| Wealth Alliance | 31,722 | $455.8K | 0.05% | +11,522+57.0% | Added |
| US Bancorp | 31,942 | $459.0K | 0.00% | −187,925−85.5% | Reduced |
| Evergreen Capital Management LLC | 32,725 | $470.3K | 0.01% | −411−1.2% | Reduced |
| MMBG Investment Advisors Co. | 33,655 | $483.6K | 0.04% | −7,652−18.5% | Reduced |
| Verdence Capital Advisors LLC | 33,865 | $486.6K | 0.03% | −4,173−11.0% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 31,795 | $487.7K | 0.15% | −1,500−4.5% | Reduced |
| Leavell Investment Management, Inc. | 34,888 | $501.3K | 0.02% | +3,673+11.8% | Added |
| Leonteq Securities AG | 35,174 | $505.4K | 0.03% | −31,855−47.5% | Reduced |
| GWM Advisors LLC | 35,625 | $511.9K | 0.00% | −23,694−39.9% | Reduced |
| Harbour Investments, Inc. | 36,165 | $517.2K | 0.01% | −1,300−3.5% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 36,805 | $528.9K | 0.16% | −2,395−6.1% | Reduced |
| Two Sigma Securities, LLC | 37,142 | $533.7K | 0.06% | −6,015−13.9% | Reduced |
| Ronald Blue Trust, Inc. | 37,417 | $537.7K | 0.01% | −1,572−4.0% | Reduced |
| Financial Perspectives, Inc | 37,725 | $542.1K | 0.15% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 38,742 | $543.9K | 0.08% | −8,963−18.8% | Reduced |
| Bleakley Financial Group, LLC | 37,942 | $545.2K | 0.01% | −505−1.3% | Reduced |
| Blair William & Co | 38,014 | $546.3K | 0.00% | −7,000−15.6% | Reduced |
| Bridgefront Capital, LLC | 38,363 | $551.3K | 0.14% | −45,998−54.5% | Reduced |
| Harvest Fund Management Co., Ltd | 38,496 | $553.0K | 0.02% | −63,728−62.3% | Reduced |
| AdvisorNet Financial, Inc | 39,723 | $570.8K | 0.03% | +5,200+15.1% | Added |
| Modern Wealth Management, LLC | 39,903 | $576.2K | 0.01% | +39,903 | New |
| Kestra Advisory Services, LLC | 41,131 | $591.1K | 0.00% | −34,376−45.5% | Reduced |
| Pathfinder Wealth Consulting, Inc. | 41,400 | $594.9K | 0.39% | 00.0% | Unchanged |
| Larry Mathis Financial Planning, LLC | 41,543 | $597.0K | 0.54% | −1,557−3.6% | Reduced |
| Merit Financial Group, LLC | 41,948 | $602.8K | 0.00% | −22,519−34.9% | Reduced |
| Laird Norton Trust Company, LLC | 42,199 | $606.4K | 0.01% | −139,035−76.7% | Reduced |
| ExodusPoint Capital Management, LP | 43,368 | $623.2K | 0.01% | −11,263−20.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 43,397 | $623.6K | 0.11% | +43,397 | New |
| Cresset Asset Management, LLC | 43,450 | $624.4K | 0.00% | +18,674+75.4% | Added |
| Stock Yards Bank & Trust Co | 43,550 | $625.8K | 0.02% | +43,550 | New |
| J2 Capital Management Inc | 43,626 | $626.9K | 0.43% | +9,638+28.4% | Added |
| Capital Markets Trading UK LLP | 43,649 | $627.0K | 0.56% | +43,649 | New |
| SIH Partners, LLLP | 44,936 | $645.7K | 0.02% | +44,936 | New |
| Fore Capital, LLC | 45,000 | $646.6K | 1.51% | +10,000+28.6% | Added |
| Integrated Wealth Concepts LLC | 45,227 | $649.9K | 0.01% | +24,146+114.5% | Added |
| Dakota Wealth Management | 45,522 | $654.2K | 0.01% | +45,522 | New |
| Sanctuary Advisors, LLC | 45,601 | $655.3K | 0.00% | −1,714−3.6% | Reduced |
| MAI Capital Management | 45,850 | $658.9K | 0.00% | +9,483+26.1% | Added |
| Pekin Hardy Strauss, Inc. | 46,850 | $673.2K | 0.07% | +8,150+21.1% | Added |
| Personal Cfo Solutions, LLC | 47,042 | $676.0K | 0.09% | +50.0% | Added |
| Mount Lucas Management LP | 47,100 | $676.8K | 0.25% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 47,809 | $687.0K | 0.02% | +25,209+111.5% | Added |
| Verus Capital Partners, LLC | 47,915 | $688.5K | 0.05% | +9,215+23.8% | Added |
| HB Wealth Management, LLC | 48,375 | $695.1K | 0.00% | +14,189+41.5% | Added |
| Park Avenue Securities LLC | 48,552 | $698.0K | 0.01% | +985+2.1% | Added |
| New Vernon Investment Management LLC | 49,324 | $708.8K | 0.75% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 49,364 | $709.4K | 0.05% | +15,311+45.0% | Added |
| IFP Advisors, Inc | 49,423 | $710.2K | 0.01% | −594−1.2% | Reduced |
| HighVista Strategies LLC | 49,570 | $712.3K | 0.20% | −13,000−20.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 49,855 | $716.4K | 0.17% | +382+0.8% | Added |
| Buckingham Strategic Partners | 52,691 | $719.7K | 0.01% | +52,691 | New |
| Ramirez Asset Management, Inc. | 50,348 | $729.0K | 0.09% | +50,348 | New |
| Henshaw Capital LLC | 51,405 | $738.7K | 0.03% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 51,614 | $741.7K | 0.15% | +11,406+28.4% | Added |
| CIBC World Markets Inc. | 51,853 | $745.1K | 0.00% | +1,972+4.0% | Added |
| Atomi Financial Group, Inc. | 52,252 | $750.9K | 0.02% | −14,989−22.3% | Reduced |
| Clear Street Group Inc. | 52,518 | $754.7K | 0.00% | +2,542+5.1% | Added |
| Wedmont Private Capital | 52,178 | $757.1K | 0.02% | −2,869−5.2% | Reduced |
| Diversify Wealth Management, LLC | 54,225 | $761.3K | 0.01% | +54,225 | New |
| MBM Wealth Consultants, LLC | 53,476 | $768.5K | 0.18% | +3,192+6.3% | Added |
| Cornerstone Wealth Group, LLC | 51,429 | $774.0K | 0.05% | −295−0.6% | Reduced |
| United Asset Strategies, Inc. | 54,216 | $779.1K | 0.06% | +837+1.6% | Added |
| Summit Trail Advisors, LLC | 54,453 | $782.5K | 0.01% | +6,356+13.2% | Added |
| Stokes Family Office, LLC | 55,027 | $790.7K | 0.08% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 55,567 | $798.5K | 0.01% | −11,731−17.4% | Reduced |
| Tradition Wealth Management, LLC | 56,699 | $814.8K | 0.06% | +2,905+5.4% | Added |
| Blueshift Asset Management, LLC | 57,592 | $827.6K | 0.25% | +57,592 | New |
| Sand Hill Global Advisors, LLC | 58,397 | $839.2K | 0.03% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 58,993 | $847.7K | 0.03% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 59,800 | $859.3K | 0.09% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 52,203 | $870.0K | 0.01% | +21,078+67.7% | Added |
| Quadrant Capital Group LLC | 60,725 | $872.6K | 0.03% | +709+1.2% | Added |
| Belpointe Asset Management LLC | 60,799 | $873.7K | 0.03% | −45,568−42.8% | Reduced |
| Connable Office Inc | 62,369 | $896.2K | 0.09% | +1,937+3.2% | Added |
| Regions Financial Corp | 62,621 | $899.9K | 0.01% | −1,774−2.8% | Reduced |
| Citizens Financial Group Inc | 62,812 | $902.6K | 0.01% | −7,005−10.0% | Reduced |
| SkyView Investment Advisors, LLC | 62,972 | $905.0K | 0.12% | +448+0.7% | Added |
| State of Wyoming | 62,980 | $905.0K | 0.11% | +8,889+16.4% | Added |
| AlTi Global, Inc. | 65,411 | $940.0K | 0.02% | +1,275+2.0% | Added |
| Triumph Capital Management | 65,844 | $946.2K | 0.19% | −4,657−6.6% | Reduced |
| Persistent Asset Partners Ltd | 67,164 | $965.1K | 0.37% | +67,164 | New |
| Wisconsin Capital Management LLC | 67,930 | $976.2K | 0.54% | −354−0.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 68,580 | $985.5K | 0.01% | −2,134−3.0% | Reduced |
| Vontobel Holding Ltd. | 68,944 | $990.7K | 0.00% | −73,432−51.6% | Reduced |
| Redmond Asset Management, LLC | 69,251 | $995.1K | 0.27% | +69,251 | New |
| Ethic Inc. | 69,352 | $996.6K | 0.02% | +1,826+2.7% | Added |
| Salvus Wealth Management, LLC | 69,500 | $998.7K | 0.58% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 69,555 | $999.5K | 0.38% | +1,200+1.8% | Added |
| Truist Financial Corp | 69,619 | $1.00M | 0.00% | −3,366−4.6% | Reduced |
| Eschler Asset Management LLP | 70,000 | $1.01M | 1.00% | 00.0% | Unchanged |
| Greenland Capital Management LP | 70,000 | $1.01M | 0.20% | +8,500+13.8% | Added |
| Altrafin AG | 70,000 | $1.01M | 0.35% | +70,000 | New |