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, Q2 2026
Institutional positions in Nu Holdings Ltd. as of Jun 30, 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
- 860
- −34 vs. Q1 2026
- Shares held
- 2.89B
- +22.5M (+0.8%) vs. Q1 2026
- Total value
- $38.5B
- −$2.70B (−6.5%) vs. Q1 2026
- New holders
- 102
- 338 more added
- Sold out
- 136
- 311 more reduced
11 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Nu Holdings Ltd.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 4 | $54 | 0.00% | +4 | New |
| Creative Financial Designs Inc | 10 | $134 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 10 | $134 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 10 | $134 | 0.00% | +10 | New |
| Bogart Wealth, LLC | 12 | $160 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 13 | $174 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $214 | 0.00% | −10−38.5% | Reduced |
| Vision Financial Markets LLC | 16 | $215 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 25 | $334 | 0.00% | −3−10.7% | Reduced |
| GHP Investment Advisors, Inc. | 25 | $334 | 0.00% | 00.0% | Unchanged |
| Trust Co | 33 | $441 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 35 | $468 | 0.00% | −10−22.2% | Reduced |
| Investors Portfolio Services LLC | 40 | $534 | 0.00% | +40 | New |
| Los Angeles Capital Management LLC | 46 | $615 | 0.00% | −4,849,752−100.0% | Reduced |
| Trust Co of Vermont | 50 | $668 | 0.00% | +50 | New |
| Manchester Capital Management LLC | 51 | $682 | 0.00% | +2+4.1% | Added |
| Transamerica Financial Advisors, Inc. | 60 | $801 | 0.00% | −5−7.7% | Reduced |
| Colonial Trust Advisors | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 80 | $1.07K | 0.00% | −4,493−98.3% | Reduced |
| CoreCap Advisors, LLC | 84 | $1.12K | 0.00% | +46+121.1% | Added |
| Phillip James Consulting Co. | 85 | $1.14K | 0.00% | +85 | New |
| First Horizon Corp | 87 | $1.16K | 0.00% | −244−73.7% | Reduced |
| Hughes Financial Services, LLC | 89 | $1.19K | 0.00% | −33−27.0% | Reduced |
| Cornerstone Financial Management LLC | 94 | $1.26K | 0.00% | −197−67.7% | Reduced |
| Dogwood Wealth Management LLC | 99 | $1.32K | 0.00% | −63−38.9% | Reduced |
| Country Trust Bank | 100 | $1.34K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $1.34K | 0.00% | +100 | New |
| SHP Wealth Management | 112 | $1.50K | 0.00% | −56−33.3% | Reduced |
| JPL Wealth Management, LLC | 122 | $1.63K | 0.00% | +122 | New |
| Rossby Financial, LCC | 129 | $1.72K | 0.00% | −1,215−90.4% | Reduced |
| Copia Wealth Management | 129 | $1.72K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 131 | $1.75K | 0.00% | +62+89.9% | Added |
| Allied Private Wealth LLC | 131 | $1.75K | 0.00% | +131 | New |
| IMA Wealth, Inc. | 133 | $1.78K | 0.00% | +133 | New |
| Westfuller Advisors, LLC | 134 | $1.79K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 136 | $1.82K | 0.00% | −95−41.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 172 | $2.30K | 0.00% | −3−1.7% | Reduced |
| Raleigh Capital Management Inc. | 173 | $2.31K | 0.00% | −148−46.1% | Reduced |
| TD Private Client Wealth LLC | 174 | $2.33K | 0.00% | −135−43.7% | Reduced |
| Spire Wealth Management | 182 | $2.43K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 182 | $2.43K | 0.00% | 00.0% | Unchanged |
| Burnham & Co LLC | 193 | $2.58K | 0.00% | +193 | New |
| Ritter Daniher Financial Advisory LLC | 200 | $2.67K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 208 | $2.78K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 214 | $2.86K | 0.00% | +214 | New |
| Pin Oak Investment Advisors Inc | 257 | $3.00K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 228 | $3.05K | 0.00% | +228 | New |
| Grove Bank & Trust | 230 | $3.07K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 242 | $3.23K | 0.00% | −4,810−95.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 252 | $3.37K | 0.00% | −4,348−94.5% | Reduced |
| Adirondack Trust Co | 255 | $3.41K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 277 | $3.70K | 0.00% | −42−13.2% | Reduced |
| ZRC Wealth Management, LLC | 286 | $3.82K | 0.00% | +286 | New |
| True Wealth Design, LLC | 290 | $3.88K | 0.00% | +60+26.1% | Added |
| BOK Financial Private Wealth, Inc. | 298 | $3.98K | 0.00% | +298 | New |
| CX Institutional | 264 | $4.00K | 0.00% | −40−13.2% | Reduced |
| Fifth Third Bancorp | 313 | $4.18K | 0.00% | −394−55.7% | Reduced |
| Hurley Capital, LLC | 350 | $4.68K | 0.00% | +350 | New |
| Carolina Wealth Advisors, LLC | 391 | $5.22K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 420 | $5.61K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 431 | $5.76K | 0.00% | −170−28.3% | Reduced |
| Acumen Wealth Advisors, LLC | 479 | $6.40K | 0.00% | +69+16.8% | Added |
| Action Point Financial Planning, LLC | 502 | $6.67K | 0.00% | +502 | New |
| Vision Retirement, LLC | 500 | $6.68K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 500 | $6.68K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 500 | $6.68K | 0.00% | +500 | New |
| PFS Partners, LLC | 518 | $6.92K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 519 | $6.93K | 0.00% | +519 | New |
| Winthrop Capital Management, LLC | 526 | $7.00K | 0.00% | +105+24.9% | Added |
| Assetmark, Inc | 530 | $7.08K | 0.00% | −7,031−93.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 535 | $7.15K | 0.00% | +436+440.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 550 | $7.35K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 560 | $7.48K | 0.01% | +1+0.2% | Added |
| Bell Investment Advisors, Inc | 574 | $7.67K | 0.00% | +364+173.3% | Added |
| Raffa Wealth Management, LLC | 581 | $7.76K | 0.00% | +88+17.8% | Added |
| Avion Wealth | 600 | $8.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 600 | $8.02K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 600 | $8.02K | 0.00% | +100+20.0% | Added |
| Quent Capital, LLC | 663 | $8.86K | 0.00% | −902−57.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 663 | $8.86K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 676 | $9.03K | 0.00% | +605+852.1% | Added |
| Meeder Asset Management Inc | 719 | $9.61K | 0.00% | +173+31.7% | Added |
| Continuum Advisory, LLC | 719 | $9.61K | 0.00% | +719 | New |
| American National Bank | 742 | $9.91K | 0.00% | +332+81.0% | Added |
| JFS Wealth Advisors, LLC | 750 | $10.0K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 750 | $10.0K | 0.00% | 00.0% | Unchanged |
| Finley Financial, LLC | 771 | $10.3K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 838 | $11.2K | 0.00% | +838 | New |
| Elequin Capital LP | 863 | $11.5K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 868 | $11.6K | 0.00% | −3,020−77.7% | Reduced |
| Western Pacific Wealth Management, LP | 900 | $12.0K | 0.01% | +900 | New |
| Allianz SE | 940 | $12.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 964 | $12.9K | 0.00% | −57−5.6% | Reduced |
| Bryn Mawr Trust Co | 973 | $13.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1,000 | $13.4K | 0.01% | −1,500−60.0% | Reduced |
| Rachor Investment Advisory Services, LLC | 1,000 | $13.4K | 0.01% | −224−18.3% | Reduced |
| HM Payson & Co | 1,000 | $13.4K | 0.00% | −200−16.7% | Reduced |
| Raelipskie Partnership | 1,000 | $13.4K | 0.01% | 00.0% | Unchanged |
| Downshift Financial, LLC | 1,000 | $13.4K | 0.01% | +1,000 | New |
| Essential Partners LLC | 1,058 | $14.1K | 0.01% | +242+29.7% | Added |