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 |
|---|---|---|---|---|---|
| LWM Advisory Services, LLC | 30,210 | $434.1K | 0.46% | 00.0% | Unchanged |
| 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 |
| Bayesian Capital Management, LP | 29,900 | $429.7K | 0.52% | +29,900 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 29,830 | $428.7K | 0.01% | +9,965+50.2% | Added |
| Vise Technologies, Inc. | 25,466 | $426.3K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 29,486 | $423.7K | 0.02% | −20,033−40.5% | Reduced |
| Custom Index Systems, LLC | 29,402 | $422.5K | 0.18% | 00.0% | Unchanged |
| Larson Financial Group LLC | 29,350 | $421.8K | 0.01% | −1,351−4.4% | Reduced |
| Coldstream Capital Management Inc | 29,279 | $420.7K | 0.01% | −4,350−12.9% | Reduced |
| Osmosis Investment Management UK Ltd | 29,115 | $418.4K | 0.01% | +136+0.5% | Added |
| Nwam LLC | 28,951 | $416.0K | 0.02% | −2,725−8.6% | Reduced |
| Mason & Associates Inc | 30,783 | $415.9K | 0.08% | +808+2.7% | Added |
| Nisa Investment Advisors, LLC | 28,893 | $415.2K | 0.00% | −181,802−86.3% | Reduced |
| Dynasty Wealth Management, LLC | 28,604 | $411.0K | 0.00% | +96+0.3% | Added |
| Armistice Capital, LLC | 28,475 | $409.2K | 0.01% | +28,475 | New |
| Limestone Investment Advisors LP | 28,277 | $406.3K | 0.20% | 00.0% | Unchanged |
| Davenport & Co LLC | 27,936 | $401.4K | 0.00% | −265−0.9% | Reduced |
| Ping Capital Management, Inc. | 27,100 | $389.4K | 0.15% | +13,500+99.3% | Added |
| Fortis Capital Management LLC | 26,770 | $384.7K | 0.05% | −1,671−5.9% | Reduced |
| First Western Trust Bank | 26,734 | $384.2K | 0.02% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 26,680 | $383.4K | 0.00% | −51,748−66.0% | Reduced |
| MLP3, LLC | 26,595 | $382.2K | 0.42% | 00.0% | Unchanged |
| LRI Investments, LLC | 26,525 | $381.2K | 0.03% | −6,684−20.1% | Reduced |
| Horizon Investments, LLC | 26,388 | $379.2K | 0.00% | +8,742+49.5% | Added |
| Sheets Smith Wealth Management | 25,992 | $373.5K | 0.04% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 25,812 | $370.9K | 0.02% | −10,603−29.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 25,806 | $370.8K | 0.00% | +1,303+5.3% | Added |
| Bluebird Wealth Management LLC | 25,336 | $364.1K | 0.37% | +1,112+4.6% | Added |
| Venturi Wealth Management, LLC | 25,067 | $360.2K | 0.02% | −656−2.6% | Reduced |
| Indivisible Partners | 25,049 | $360.0K | 0.03% | −102−0.4% | 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 |
| CAPROCK Group, Inc. | 24,949 | $358.5K | 0.01% | −7,633−23.4% | Reduced |
| Rothschild Investment LLC | 24,775 | $356.0K | 0.02% | +225+0.9% | Added |
| EdgePoint Investment Group Inc. | 24,524 | $352.4K | 0.00% | +7,512+44.2% | Added |
| Legato Capital Management LLC | 24,491 | $351.9K | 0.03% | +24,491 | New |
| GAM Holding AG | 24,273 | $348.8K | 0.03% | +24,273 | New |
| Element Pointe Advisors, LLC | 24,195 | $347.7K | 0.07% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 23,746 | $341.2K | 0.01% | +7,451+45.7% | Added |
| Lighthouse Investment Partners, LLC | 23,238 | $333.9K | 0.01% | +23,238 | New |
| Orion Capital Management LLC | 22,900 | $329.1K | 0.11% | −1,000−4.2% | Reduced |
| Krane Funds Advisors LLC | 23,008 | $327.6K | 0.01% | +6,174+36.7% | Added |
| Toronto Dominion Bank | 22,634 | $326.0K | 0.00% | +11,021+94.9% | Added |
| Allspring Global Investments Holdings, LLC | 22,506 | $325.0K | 0.00% | −307−1.3% | Reduced |
| Westmount Partners, LLC | 22,351 | $321.2K | 0.08% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 22,292 | $320.3K | 0.02% | +3,023+15.7% | Added |
| Perigon Wealth Management, LLC | 21,958 | $315.5K | 0.01% | +299+1.4% | Added |
| Apollon Wealth Management, LLC | 21,872 | $314.3K | 0.01% | −7,232−24.8% | Reduced |
| Barometer Capital Management Inc. | 21,600 | $310.4K | 0.11% | +21,600 | New |
| Inspire Advisors, LLC | 21,531 | $309.4K | 0.03% | −3,830−15.1% | Reduced |
| Fortress Private Ledger, LLC | 21,510 | $309.1K | 0.10% | +21,510 | New |
| Scientech Research LLC | 21,394 | $307.4K | 0.26% | +21,394 | New |
| Tuttle Tactical Management | 21,351 | $306.8K | 0.50% | +21,351 | New |
| Asset One Wealth Management LLC | 20,301 | $305.5K | 0.03% | +20,301 | New |
| Southeast Asset Advisors Inc. | 21,230 | $305.1K | 0.03% | −20.0% | Reduced |
| EP Wealth Advisors, LLC | 21,135 | $303.7K | 0.00% | +21,135 | New |
| Claro Advisors LLC | 21,015 | $302.0K | 0.04% | −1,670−7.4% | Reduced |
| Emerald Advisers, LLC | 20,752 | $298.2K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 22,063 | $298.1K | 0.01% | +969+4.6% | Added |
| Cantor Fitzgerald, L. P. | 20,500 | $294.6K | 0.01% | +7,600+58.9% | Added |
| Oak Grove Capital LLC | 20,385 | $292.9K | 0.05% | +335+1.7% | Added |
| Collaborative Fund Advisors, LLC | 20,248 | $291.0K | 0.18% | +20,248 | New |
| Ameritas Advisory Services, LLC | 20,182 | $290.0K | 0.01% | −2,433−10.8% | Reduced |
| Tru Independence Asset Management 2, LLC | 20,118 | $289.1K | 0.18% | +118+0.6% | Added |
| Western Wealth Management, LLC | 20,090 | $288.7K | 0.01% | −6,025−23.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 20,056 | $288.2K | 0.03% | +2,123+11.8% | Added |
| Chicago Trust Co NA | 20,046 | $288.1K | 0.05% | +1,519+8.2% | Added |
| Breakwater Capital Group | 19,982 | $287.1K | 0.04% | −333−1.6% | Reduced |
| CMT Capital Markets Trading GmbH | 19,947 | $287.0K | 0.13% | +19,947 | New |
| Signaturefd, LLC | 19,647 | $282.3K | 0.00% | −3,609−15.5% | Reduced |
| Malaga Cove Capital, LLC | 19,623 | $282.0K | 0.10% | −3,288−14.4% | Reduced |
| Legacy Financial Independent Advisors LLC | 19,457 | $279.6K | 0.15% | +19,457 | New |
| Gibbs Wealth Management | 19,325 | $277.7K | 0.04% | −2,382−11.0% | Reduced |
| Jane Street Group, LLC | 19,320 | $277.6K | 0.00% | −6,695,495−99.7% | Reduced |
| Farther Finance Advisors, LLC | 19,080 | $275.5K | 0.00% | +2,086+12.3% | Added |
| Geneos Wealth Management Inc. | 18,113 | $260.3K | 0.01% | −894−4.7% | Reduced |
| Platform Technology Partners | 18,030 | $259.1K | 0.05% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 17,962 | $258.1K | 0.02% | +186+1.0% | Added |
| Vancity Investment Management Ltd | 17,971 | $258.0K | 0.04% | +1,993+12.5% | Added |
| Garden State Investment Advisory Services LLC | 17,626 | $253.3K | 0.06% | +4,021+29.6% | Added |
| First Growth Capital LLC | 17,518 | $253.0K | 0.23% | +344+2.0% | Added |
| Flow Traders U.S. LLC | 17,354 | $249.0K | 0.01% | −114,101−86.8% | Reduced |
| Canvas Wealth Advisors, LLC | 17,234 | $247.7K | 0.04% | −614−3.4% | Reduced |
| AlphaGrep UK Ltd | 17,101 | $245.7K | 0.07% | +17,101 | New |
| Centiva Capital, LP | 17,063 | $245.2K | 0.01% | +17,063 | New |
| Parallel Advisors, LLC | 17,050 | $245.0K | 0.00% | +230+1.4% | Added |
| Shufro Rose & Co LLC | 17,045 | $244.9K | 0.02% | 00.0% | Unchanged |
| Longitude (Cayman) Ltd. | 17,000 | $244.3K | 0.21% | +17,000 | New |
| Integrity Investment Advisors, LLC | 16,976 | $243.9K | 0.13% | −4,407−20.6% | Reduced |
| VGI Partners Ltd | 16,390 | $235.5K | 0.01% | −185,000−91.9% | Reduced |
| Pensionmark Financial Group, LLC | 16,370 | $235.2K | 0.00% | +791+5.1% | Added |
| Wedbush Securities Inc | 16,388 | $235.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 16,339 | $234.8K | 0.00% | −2,618−13.8% | Reduced |
| Arlington Capital Management, Inc. | 16,292 | $234.1K | 0.13% | −1,900−10.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 16,202 | $232.8K | 0.01% | +16,202 | New |
| Fox Run Management, L.L.C. | 17,233 | $232.8K | 0.04% | +17,233 | New |
| PDS Planning, Inc | 16,146 | $232.0K | 0.02% | +444+2.8% | Added |
| We Are One Seven, LLC | 15,930 | $228.9K | 0.00% | +2,863+21.9% | Added |
| Baird Financial Group, Inc. | 15,840 | $227.6K | 0.00% | +15,840 | New |