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 |
|---|---|---|---|---|---|
| Owl Creek Wealth Partners LLC | 1,750 | $25.1K | 0.01% | +1,750 | New |
| Blume Capital Management, Inc. | 1,700 | $24.4K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,678 | $24.1K | 0.00% | −49,842−96.7% | Reduced |
| Quent Capital, LLC | 1,565 | $22.5K | 0.00% | +80+5.4% | Added |
| Investment Research & Advisory Group, Inc. | 1,500 | $21.6K | 0.01% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 1,500 | $21.6K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,344 | $19.4K | 0.00% | +1,317+4,877.8% | Added |
| Sittner & Nelson, LLC | 1,300 | $18.7K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,300 | $18.4K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 1,224 | $17.6K | 0.01% | +83+7.3% | Added |
| HM Payson & Co | 1,200 | $17.2K | 0.00% | +637+113.1% | Added |
| RWM Asset Management, LLC | 1,190 | $17.1K | 0.00% | +1,190 | New |
| Kemnay Advisory Services Inc. | 1,139 | $16.4K | 0.00% | −278−19.6% | Reduced |
| Root Financial Partners, LLC | 1,114 | $16.0K | 0.00% | +788+241.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 1,097 | $15.8K | 0.00% | +1,097 | New |
| Private Trust Co NA | 1,081 | $15.5K | 0.00% | −138−11.3% | Reduced |
| Parkside Financial Bank & Trust | 1,021 | $14.7K | 0.00% | −52−4.8% | Reduced |
| Raelipskie Partnership | 1,000 | $14.4K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 973 | $14.0K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 940 | $13.5K | 0.00% | +940 | New |
| Activest Wealth Management | 893 | $12.8K | 0.00% | +893 | New |
| Elequin Capital LP | 863 | $12.4K | 0.00% | +863 | New |
| Sofos Investments, Inc. | 838 | $12.0K | 0.00% | +838 | New |
| Essential Partners LLC | 816 | $11.7K | 0.00% | −52−6.0% | Reduced |
| Finley Financial, LLC | 771 | $11.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 750 | $10.8K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 750 | $10.8K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 750 | $10.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 707 | $10.2K | 0.00% | −1,281−64.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 663 | $9.53K | 0.00% | +7+1.1% | Added |
| Basecamp Wealth Advisors LLC | 601 | $8.64K | 0.00% | −4−0.7% | Reduced |
| Winch Advisory Services, LLC | 600 | $8.62K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 562 | $8.08K | 0.00% | +562 | New |
| Ankerstar Wealth, LLC | 559 | $8.03K | 0.01% | +559 | New |
| Avion Wealth | 600 | $8.00K | 0.00% | +200+50.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 550 | $7.90K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 548 | $7.88K | 0.00% | +548 | New |
| Meeder Asset Management Inc | 546 | $7.85K | 0.00% | −188−25.6% | Reduced |
| PFS Partners, LLC | 518 | $7.44K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 500 | $7.18K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 500 | $7.18K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 500 | $7.18K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 493 | $7.08K | 0.00% | 00.0% | Unchanged |
| One River Asset Management, LLC | 450 | $6.47K | 0.02% | +450 | New |
| Park Place Capital Corp | 420 | $6.04K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 421 | $6.00K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 410 | $5.89K | 0.00% | +410 | New |
| American National Bank | 410 | $5.89K | 0.00% | −533−56.5% | Reduced |
| Carolina Wealth Advisors, LLC | 391 | $5.62K | 0.00% | −83,187−99.5% | Reduced |
| Golden State Equity Partners | 380 | $5.46K | 0.00% | +380 | New |
| Sunbelt Securities, Inc. | 338 | $4.86K | 0.00% | −12−3.4% | Reduced |
| First Horizon Corp | 331 | $4.76K | 0.00% | +35+11.8% | Added |
| Bayforest Capital Ltd | 327 | $4.70K | 0.01% | +327 | New |
| Raleigh Capital Management Inc. | 321 | $4.61K | 0.00% | +321 | New |
| Highline Wealth Partners LLC | 319 | $4.58K | 0.00% | −47−12.8% | Reduced |
| TD Private Client Wealth LLC | 309 | $4.44K | 0.00% | +119+62.6% | Added |
| Cornerstone Financial Management LLC | 291 | $4.18K | 0.00% | +160+122.1% | Added |
| Pin Oak Investment Advisors Inc | 257 | $4.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 304 | $4.00K | 0.00% | +304 | New |
| Adirondack Trust Co | 255 | $3.66K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 231 | $3.32K | 0.00% | −136−37.1% | Reduced |
| True Wealth Design, LLC | 230 | $3.31K | 0.00% | −8−3.4% | Reduced |
| Grove Bank & Trust | 230 | $3.31K | 0.00% | −286−55.4% | Reduced |
| Bell Investment Advisors, Inc | 210 | $3.02K | 0.00% | −506−70.7% | Reduced |
| Cromwell Holdings LLC | 208 | $2.99K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 200 | $2.87K | 0.00% | 00.0% | Unchanged |
| Trask Adam Roland | 193 | $2.77K | 0.00% | +193 | New |
| Spire Wealth Management | 182 | $2.62K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 182 | $2.62K | 0.00% | +182 | New |
| Brown, Lisle/Cummings, Inc. | 175 | $2.52K | 0.00% | +175 | New |
| First Command Advisory Services, Inc. | 175 | $2.52K | 0.00% | +175 | New |
| SHP Wealth Management | 168 | $2.41K | 0.00% | +56+50.0% | Added |
| Dogwood Wealth Management LLC | 162 | $2.33K | 0.00% | +162 | New |
| Westfuller Advisors, LLC | 134 | $1.92K | 0.00% | −38−22.1% | Reduced |
| Copia Wealth Management | 129 | $1.85K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 122 | $1.75K | 0.00% | +122 | New |
| Financial Network Wealth Advisors LLC | 100 | $1.44K | 0.00% | −2−2.0% | Reduced |
| Signature Equity Partners, LLC | 100 | $1.44K | 0.00% | −1−1.0% | Reduced |
| Country Trust Bank | 100 | $1.44K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 99 | $1.42K | 0.00% | −217−68.7% | Reduced |
| Channing Global Advisors, LLC | 90 | $1.29K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 87 | $1.25K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 75 | $1.08K | 0.00% | +75 | New |
| Golden State Wealth Management, LLC | 71 | $1.02K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 69 | $991 | 0.00% | +69 | New |
| Transamerica Financial Advisors, Inc. | 65 | $934 | 0.00% | +41+170.8% | Added |
| First Pacific Financial | 50 | $719 | 0.00% | +50 | New |
| Manchester Capital Management LLC | 49 | $705 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 45 | $647 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 45 | $647 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 38 | $546 | 0.00% | +18+90.0% | Added |
| Innovative Asset Advisors Group, LLC | 36 | $517 | 0.00% | +36 | New |
| Wealth Preservation Advisors, LLC | 35 | $503 | 0.00% | 00.0% | Unchanged |
| Trust Co | 33 | $474 | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 29 | $417 | 0.00% | +29 | New |
| MV Capital Management, Inc. | 28 | $403 | 0.00% | +9+47.4% | Added |
| Abound Wealth Management | 26 | $374 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 25 | $360 | 0.00% | +25 | New |
| Vision Financial Markets LLC | 16 | $230 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 14 | $202 | 0.00% | +14 | New |