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, 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 | 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, 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 |
|---|---|---|---|---|---|
| IPG Investment Advisors LLC | 74,146 | $1.07M | 0.18% | +2,055+2.9% | Added |
| Circle Wealth Management, LLC | 74,033 | $1.06M | 0.02% | +10,106+15.8% | Added |
| Pilgrim Partners Asia Pte Ltd | 71,000 | $1.02M | 0.43% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 70,815 | $1.02M | 0.01% | +20,060+39.5% | Added |
| 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 |
| Truist Financial Corp | 69,619 | $1.00M | 0.00% | −3,366−4.6% | Reduced |
| Legacy Bridge, LLC | 69,555 | $999.5K | 0.38% | +1,200+1.8% | Added |
| Salvus Wealth Management, LLC | 69,500 | $998.7K | 0.58% | 00.0% | Unchanged |
| Ethic Inc. | 69,352 | $996.6K | 0.02% | +1,826+2.7% | Added |
| Redmond Asset Management, LLC | 69,251 | $995.1K | 0.27% | +69,251 | New |
| Vontobel Holding Ltd. | 68,944 | $990.7K | 0.00% | −73,432−51.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 68,580 | $985.5K | 0.01% | −2,134−3.0% | Reduced |
| Wisconsin Capital Management LLC | 67,930 | $976.2K | 0.54% | −354−0.5% | Reduced |
| Persistent Asset Partners Ltd | 67,164 | $965.1K | 0.37% | +67,164 | New |
| Triumph Capital Management | 65,844 | $946.2K | 0.19% | −4,657−6.6% | Reduced |
| AlTi Global, Inc. | 65,411 | $940.0K | 0.02% | +1,275+2.0% | Added |
| State of Wyoming | 62,980 | $905.0K | 0.11% | +8,889+16.4% | Added |
| SkyView Investment Advisors, LLC | 62,972 | $905.0K | 0.12% | +448+0.7% | Added |
| Citizens Financial Group Inc | 62,812 | $902.6K | 0.01% | −7,005−10.0% | Reduced |
| Regions Financial Corp | 62,621 | $899.9K | 0.01% | −1,774−2.8% | Reduced |
| Connable Office Inc | 62,369 | $896.2K | 0.09% | +1,937+3.2% | Added |
| Belpointe Asset Management LLC | 60,799 | $873.7K | 0.03% | −45,568−42.8% | Reduced |
| Quadrant Capital Group LLC | 60,725 | $872.6K | 0.03% | +709+1.2% | Added |
| Equitable Holdings, Inc. | 52,203 | $870.0K | 0.01% | +21,078+67.7% | Added |
| Knollwood Investment Advisory, LLC | 59,800 | $859.3K | 0.09% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 58,993 | $847.7K | 0.03% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 58,397 | $839.2K | 0.03% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 57,592 | $827.6K | 0.25% | +57,592 | New |
| Tradition Wealth Management, LLC | 56,699 | $814.8K | 0.06% | +2,905+5.4% | Added |
| NewEdge Wealth, LLC | 55,567 | $798.5K | 0.01% | −11,731−17.4% | Reduced |
| Stokes Family Office, LLC | 55,027 | $790.7K | 0.08% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 54,453 | $782.5K | 0.01% | +6,356+13.2% | Added |
| United Asset Strategies, Inc. | 54,216 | $779.1K | 0.06% | +837+1.6% | Added |
| Cornerstone Wealth Group, LLC | 51,429 | $774.0K | 0.05% | −295−0.6% | Reduced |
| MBM Wealth Consultants, LLC | 53,476 | $768.5K | 0.18% | +3,192+6.3% | Added |
| Diversify Wealth Management, LLC | 54,225 | $761.3K | 0.01% | +54,225 | New |
| Wedmont Private Capital | 52,178 | $757.1K | 0.02% | −2,869−5.2% | Reduced |
| Clear Street Group Inc. | 52,518 | $754.7K | 0.00% | +2,542+5.1% | Added |
| Atomi Financial Group, Inc. | 52,252 | $750.9K | 0.02% | −14,989−22.3% | Reduced |
| CIBC World Markets Inc. | 51,853 | $745.1K | 0.00% | +1,972+4.0% | Added |
| Machina Capital S.A.S. | 51,614 | $741.7K | 0.15% | +11,406+28.4% | Added |
| Henshaw Capital LLC | 51,405 | $738.7K | 0.03% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 50,348 | $729.0K | 0.09% | +50,348 | New |
| Buckingham Strategic Partners | 52,691 | $719.7K | 0.01% | +52,691 | New |
| Legacy Wealth Asset Management, LLC | 49,855 | $716.4K | 0.17% | +382+0.8% | Added |
| HighVista Strategies LLC | 49,570 | $712.3K | 0.20% | −13,000−20.8% | Reduced |
| IFP Advisors, Inc | 49,423 | $710.2K | 0.01% | −594−1.2% | Reduced |
| Insigneo Advisory Services, LLC | 49,364 | $709.4K | 0.05% | +15,311+45.0% | Added |
| New Vernon Investment Management LLC | 49,324 | $708.8K | 0.75% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 48,552 | $698.0K | 0.01% | +985+2.1% | Added |
| HB Wealth Management, LLC | 48,375 | $695.1K | 0.00% | +14,189+41.5% | Added |
| Verus Capital Partners, LLC | 47,915 | $688.5K | 0.05% | +9,215+23.8% | Added |
| Hamilton Capital Partners Inc. | 47,809 | $687.0K | 0.02% | +25,209+111.5% | Added |
| Mount Lucas Management LP | 47,100 | $676.8K | 0.25% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 47,042 | $676.0K | 0.09% | +50.0% | Added |
| Pekin Hardy Strauss, Inc. | 46,850 | $673.2K | 0.07% | +8,150+21.1% | Added |
| MAI Capital Management | 45,850 | $658.9K | 0.00% | +9,483+26.1% | Added |
| Sanctuary Advisors, LLC | 45,601 | $655.3K | 0.00% | −1,714−3.6% | Reduced |
| Dakota Wealth Management | 45,522 | $654.2K | 0.01% | +45,522 | New |
| Integrated Wealth Concepts LLC | 45,227 | $649.9K | 0.01% | +24,146+114.5% | Added |
| Fore Capital, LLC | 45,000 | $646.6K | 1.51% | +10,000+28.6% | Added |
| SIH Partners, LLLP | 44,936 | $645.7K | 0.02% | +44,936 | New |
| Capital Markets Trading UK LLP | 43,649 | $627.0K | 0.56% | +43,649 | New |
| J2 Capital Management Inc | 43,626 | $626.9K | 0.43% | +9,638+28.4% | Added |
| Stock Yards Bank & Trust Co | 43,550 | $625.8K | 0.02% | +43,550 | New |
| Cresset Asset Management, LLC | 43,450 | $624.4K | 0.00% | +18,674+75.4% | Added |
| Catalyst Funds Management Pty Ltd | 43,397 | $623.6K | 0.11% | +43,397 | New |
| ExodusPoint Capital Management, LP | 43,368 | $623.2K | 0.01% | −11,263−20.6% | Reduced |
| Laird Norton Trust Company, LLC | 42,199 | $606.4K | 0.01% | −139,035−76.7% | Reduced |
| Merit Financial Group, LLC | 41,948 | $602.8K | 0.00% | −22,519−34.9% | Reduced |
| Larry Mathis Financial Planning, LLC | 41,543 | $597.0K | 0.54% | −1,557−3.6% | Reduced |
| Pathfinder Wealth Consulting, Inc. | 41,400 | $594.9K | 0.39% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 41,131 | $591.1K | 0.00% | −34,376−45.5% | Reduced |
| Modern Wealth Management, LLC | 39,903 | $576.2K | 0.01% | +39,903 | New |
| AdvisorNet Financial, Inc | 39,723 | $570.8K | 0.03% | +5,200+15.1% | Added |
| Harvest Fund Management Co., Ltd | 38,496 | $553.0K | 0.02% | −63,728−62.3% | Reduced |
| Bridgefront Capital, LLC | 38,363 | $551.3K | 0.14% | −45,998−54.5% | Reduced |
| Blair William & Co | 38,014 | $546.3K | 0.00% | −7,000−15.6% | Reduced |
| Bleakley Financial Group, LLC | 37,942 | $545.2K | 0.01% | −505−1.3% | Reduced |
| Diversify Advisory Services, LLC | 38,742 | $543.9K | 0.08% | −8,963−18.8% | Reduced |
| Financial Perspectives, Inc | 37,725 | $542.1K | 0.15% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 37,417 | $537.7K | 0.01% | −1,572−4.0% | Reduced |
| Two Sigma Securities, LLC | 37,142 | $533.7K | 0.06% | −6,015−13.9% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 36,805 | $528.9K | 0.16% | −2,395−6.1% | Reduced |
| Harbour Investments, Inc. | 36,165 | $517.2K | 0.01% | −1,300−3.5% | Reduced |
| GWM Advisors LLC | 35,625 | $511.9K | 0.00% | −23,694−39.9% | Reduced |
| Leonteq Securities AG | 35,174 | $505.4K | 0.03% | −31,855−47.5% | Reduced |
| Leavell Investment Management, Inc. | 34,888 | $501.3K | 0.02% | +3,673+11.8% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 31,795 | $487.7K | 0.15% | −1,500−4.5% | Reduced |
| Verdence Capital Advisors LLC | 33,865 | $486.6K | 0.03% | −4,173−11.0% | Reduced |
| MMBG Investment Advisors Co. | 33,655 | $483.6K | 0.04% | −7,652−18.5% | Reduced |
| Evergreen Capital Management LLC | 32,725 | $470.3K | 0.01% | −411−1.2% | Reduced |
| US Bancorp | 31,942 | $459.0K | 0.00% | −187,925−85.5% | Reduced |
| Wealth Alliance | 31,722 | $455.8K | 0.05% | +11,522+57.0% | Added |
| Americana Partners, LLC | 31,719 | $455.8K | 0.01% | −15,979−33.5% | Reduced |
| Granville Capital, Inc. | 31,473 | $452.3K | 0.24% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 30,558 | $439.0K | 0.14% | +30,558 | New |
| Solstein Capital, LLC | 30,400 | $436.8K | 0.18% | 00.0% | Unchanged |