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 |
|---|---|---|---|---|---|
| Kestra Investment Management, LLC | 15,584 | $223.9K | 0.00% | +3,851+32.8% | Added |
| Cary Street Partners Financial LLC | 15,561 | $223.6K | 0.01% | −500−3.1% | Reduced |
| Rakuten Securities, Inc. | 15,538 | $223.3K | 0.09% | −30,513−66.3% | Reduced |
| Eagle Rock Investment Company, LLC | 15,496 | $222.7K | 0.03% | +727+4.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 15,344 | $220.5K | 0.00% | −4,111−21.1% | Reduced |
| United Capital Financial Advisers, LLC | 15,343 | $220.5K | 0.00% | +345+2.3% | Added |
| Granite Group Advisors, LLC | 15,299 | $216.5K | 0.13% | 00.0% | Unchanged |
| Norinchukin Bank, The | 14,977 | $215.2K | 0.00% | +636+4.4% | Added |
| Storgate, LLC | 14,894 | $214.0K | 0.17% | +817+5.8% | Added |
| Princeton Capital Management LLC | 14,737 | $211.8K | 0.06% | 00.0% | Unchanged |
| Chesapeake Capital Corp | 14,440 | $207.5K | 0.15% | −17,071−54.2% | Reduced |
| Vigil Wealth Management, LLC | 14,400 | $206.9K | 0.17% | +40.0% | Added |
| Metis Global Partners, LLC | 14,333 | $206.0K | 0.01% | −8,466−37.1% | Reduced |
| Steel Peak Wealth Management LLC | 14,331 | $205.9K | 0.01% | +14,331 | New |
| Csenge Advisory Group | 14,234 | $204.5K | 0.01% | −1,313−8.4% | Reduced |
| Core Wealth Partners LLC | 14,200 | $204.1K | 0.09% | +200+1.4% | Added |
| Umb Bank N A | 14,183 | $203.8K | 0.00% | −4,224−22.9% | Reduced |
| Drive Wealth Management, LLC | 13,919 | $200.0K | 0.04% | −110−0.8% | Reduced |
| Private Wealth Partners, LLC | 13,900 | $199.7K | 0.02% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 13,886 | $199.5K | 0.00% | −2,244−13.9% | Reduced |
| Optas, LLC | 13,882 | $199.5K | 0.03% | +13,882 | New |
| LRT Capital Management, LLC | 13,844 | $198.9K | 0.19% | −21,763−61.1% | Reduced |
| D.A. Davidson & Co. | 13,741 | $197.5K | 0.00% | −181−1.3% | Reduced |
| Sowell Financial Services LLC | 13,556 | $194.8K | 0.01% | +604+4.7% | Added |
| Omers Administration Corp | 13,555 | $194.8K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 13,522 | $194.3K | 0.16% | −35−0.3% | Reduced |
| DLK Investment Management, LLC | 13,000 | $186.8K | 0.07% | +13,000 | New |
| Pinnacle Associates Ltd | 12,977 | $186.5K | 0.00% | +2,222+20.7% | Added |
| 49 Wealth Management, LLC | 12,963 | $186.3K | 0.01% | +12,963 | New |
| Paradice Investment Management LLC | 12,942 | $186.0K | 0.04% | +439+3.5% | Added |
| AssuredPartners Investment Advisors, LLC | 12,936 | $184.5K | 0.02% | −60−0.5% | Reduced |
| SRS Capital Advisors, Inc. | 12,755 | $182.8K | 0.01% | −924−6.8% | Reduced |
| Warren Averett Asset Management, LLC | 12,150 | $174.6K | 0.00% | −92−0.8% | Reduced |
| Wexford Capital LP | 12,138 | $174.4K | 0.03% | +12,138 | New |
| IHT Wealth Management, LLC | 12,060 | $173.3K | 0.00% | +887+7.9% | Added |
| Global X Japan Co., Ltd. | 12,042 | $173.0K | 0.01% | +12,042 | New |
| Capula Management Ltd | 12,000 | $172.4K | 0.00% | +12,000 | New |
| American Trust | 11,869 | $170.6K | 0.02% | −230−1.9% | Reduced |
| GAMMA Investing LLC | 11,737 | $168.7K | 0.01% | −251−2.1% | Reduced |
| Norden Group LLC | 11,548 | $165.9K | 0.02% | −1,230−9.6% | Reduced |
| Blackhawk Capital Partners LLC. | 11,467 | $164.8K | 0.06% | −2,160−15.9% | Reduced |
| Stonekeep Investments, LLC | 11,415 | $164.0K | 0.11% | +510+4.7% | Added |
| Focus Financial Network, Inc. | 11,355 | $163.2K | 0.01% | −4,083−26.4% | Reduced |
| TMB Capital Partners, LLC | 11,211 | $161.1K | 0.05% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 11,032 | $158.5K | 0.00% | −346−3.0% | Reduced |
| Interchange Capital Partners, LLC | 13,261 | $157.7K | 0.05% | −32,148−70.8% | Reduced |
| Abc Arbitrage SA | 10,787 | $155.0K | 0.02% | +10,787 | New |
| Chicago Partners Investment Group LLC | 10,301 | $153.0K | 0.00% | +10,301 | New |
| Millennium Capital Advisors, LLC | 10,550 | $151.6K | 0.09% | +10,550 | New |
| Legacy Financial Advisors, Inc. | 10,542 | $151.5K | 0.02% | −3,485−24.8% | Reduced |
| XTX Topco Ltd | 10,120 | $145.4K | 0.00% | −300,454−96.7% | Reduced |
| Heritage Wealth Management, Inc. | 10,027 | $144.1K | 0.08% | +27+0.3% | Added |
| Gerber Kawasaki Wealth & Investment Management | 10,004 | $143.8K | 0.00% | +10,004 | New |
| 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 |
| EFG International AG | 9,700 | $139.4K | 0.00% | −28,225−74.4% | Reduced |
| Cliffwater LLC | 9,485 | $136.3K | 0.04% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 9,350 | $134.0K | 0.00% | −650−6.5% | Reduced |
| Allworth Financial LP | 9,272 | $133.2K | 0.00% | +2,641+39.8% | Added |
| Aventura Private Wealth, LLC | 8,895 | $127.8K | 0.05% | 00.0% | Unchanged |
| Central Trust Co | 8,299 | $119.3K | 0.00% | −6,101−42.4% | Reduced |
| Berbice Capital Management LLC | 8,000 | $115.0K | 0.08% | 00.0% | Unchanged |
| Assetmark, Inc | 7,561 | $108.7K | 0.00% | −1,018−11.9% | Reduced |
| Delta Asset Management LLC | 6,910 | $99.3K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 6,725 | $97.0K | 0.00% | −113,822−94.4% | Reduced |
| Versant Capital Management, Inc | 6,609 | $95.0K | 0.01% | −3,435−34.2% | Reduced |
| EverSource Wealth Advisors, LLC | 6,468 | $92.9K | 0.00% | +2,377+58.1% | Added |
| Clearstead Advisors, LLC | 6,227 | $89.5K | 0.00% | +2,640+73.6% | Added |
| Ancora Advisors, LLC | 5,712 | $82.1K | 0.00% | −286−4.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 5,484 | $78.8K | 0.01% | −31−0.6% | Reduced |
| Opal Wealth Advisors, LLC | 5,427 | $78.0K | 0.02% | +5,427 | New |
| Accent Capital Management, LLC | 5,425 | $78.0K | 0.04% | +3,650+205.6% | Added |
| Covestor Ltd | 5,253 | $75.0K | 0.05% | −4,819−47.8% | Reduced |
| Whipplewood Advisors, LLC | 5,052 | $72.6K | 0.04% | +4,752+1,584.0% | Added |
| Oakum Bay Capital LLC | 5,000 | $71.8K | 0.04% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 4,893 | $70.3K | 0.00% | +1,633+50.1% | Added |
| Cullen/Frost Bankers, Inc. | 4,600 | $66.1K | 0.00% | +4,600 | New |
| Truvestments Capital LLC | 4,573 | $65.7K | 0.01% | +3,900+579.5% | Added |
| WPG Advisers, LLC | 4,132 | $59.4K | 0.04% | +586+16.5% | Added |
| Newbridge Financial Services Group, Inc. | 4,000 | $57.5K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3,888 | $55.9K | 0.01% | −144−3.6% | Reduced |
| Center for Financial Planning, Inc. | 3,787 | $54.4K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3,650 | $52.5K | 0.00% | −744−16.9% | Reduced |
| Tower Research Capital LLC (TRC) | 3,417 | $49.1K | 0.00% | +1,632+91.4% | Added |
| VSM Wealth Advisory, LLC | 3,300 | $47.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 3,192 | $45.9K | 0.00% | +663+26.2% | Added |
| Capital Analysts, LLC | 3,051 | $44.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 3,000 | $43.1K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,960 | $42.5K | 0.00% | +659+28.6% | Added |
| Atlantic Union Bankshares Corp | 2,800 | $40.2K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 2,550 | $36.6K | 0.01% | +725+39.7% | Added |
| Delos Wealth Advisors, LLC | 2,500 | $35.9K | 0.02% | +2,500 | New |
| Anchor Investment Management, LLC | 2,400 | $34.5K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2,300 | $33.1K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 2,007 | $28.8K | 0.01% | −2,006−50.0% | Reduced |
| Armstrong Advisory Group, Inc | 2,000 | $28.7K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1,897 | $27.3K | 0.00% | +3+0.2% | Added |
| Cornerstone Planning Group LLC | 1,869 | $26.6K | 0.00% | +260+16.2% | Added |
| Harbor Investment Advisory, LLC | 1,790 | $25.7K | 0.00% | +130+7.8% | Added |
| Zions Bancorporation, National Association | 1,788 | $25.7K | 0.00% | +187+11.7% | Added |