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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 1,081 | $14.4K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,177 | $15.7K | 0.01% | −2,955−71.5% | Reduced |
| Kemnay Advisory Services Inc. | 1,215 | $16.2K | 0.00% | +76+6.7% | Added |
| Tower Research Capital LLC (TRC) | 1,232 | $16.5K | 0.00% | −2,185−63.9% | Reduced |
| Sittner & Nelson, LLC | 1,300 | $17.4K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,300 | $17.4K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,500 | $20.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,623 | $21.7K | 0.00% | −1,337−45.2% | Reduced |
| Toth Financial Advisory Corp | 1,678 | $22.4K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,633 | $23.7K | 0.00% | −236−12.6% | Reduced |
| V-Square Quantitative Management LLC | 1,809 | $24.2K | 0.00% | +1,809 | New |
| Owl Creek Wealth Partners LLC | 1,825 | $24.4K | 0.01% | +75+4.3% | Added |
| Silver Grove Financial Group, Inc. | 1,867 | $24.9K | 0.01% | +1,867 | New |
| Zions Bancorporation, National Association | 1,998 | $26.7K | 0.00% | +210+11.7% | Added |
| Armstrong Advisory Group, Inc | 2,000 | $26.7K | 0.00% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 2,000 | $26.7K | 0.01% | +500+33.3% | Added |
| Quaker Wealth Management, LLC | 2,300 | $30.7K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,400 | $32.1K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,010 | $40.2K | 0.00% | +1,220+68.2% | Added |
| Geneos Wealth Management Inc. | 3,020 | $40.3K | 0.00% | −15,093−83.3% | Reduced |
| Capital Analysts, LLC | 3,051 | $41.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 3,166 | $42.0K | 0.00% | −3,559−52.9% | Reduced |
| VSM Wealth Advisory, LLC | 3,300 | $44.1K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 3,500 | $46.8K | 0.03% | +500+16.7% | Added |
| Huntington National Bank | 3,592 | $48.0K | 0.00% | +400+12.5% | Added |
| Massmutual Trust Co FSB | 3,696 | $49.4K | 0.00% | +46+1.3% | Added |
| Newbridge Financial Services Group, Inc. | 4,000 | $53.4K | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 4,400 | $58.8K | 0.00% | +4,400 | New |
| EverSource Wealth Advisors, LLC | 4,534 | $60.6K | 0.00% | −1,934−29.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 4,545 | $60.7K | 0.02% | +4,545 | New |
| TD Waterhouse Canada Inc. | 4,542 | $60.7K | 0.00% | −175,101−97.5% | Reduced |
| Center for Financial Planning, Inc. | 4,555 | $60.9K | 0.01% | +768+20.3% | Added |
| Clearstead Advisors, LLC | 4,566 | $61.0K | 0.00% | −1,661−26.7% | Reduced |
| Persistent Asset Partners Ltd | 4,598 | $61.4K | 0.02% | −62,566−93.2% | Reduced |
| Activest Wealth Management | 4,640 | $62.0K | 0.01% | +3,747+419.6% | Added |
| Keating Financial Advisory Services, Inc. | 5,183 | $69.2K | 0.01% | −301−5.5% | Reduced |
| Central Trust Co | 5,531 | $73.9K | 0.00% | −2,768−33.4% | Reduced |
| Brown Brothers Harriman & Co | 5,574 | $74.5K | 0.00% | +681+13.9% | Added |
| Ancora Advisors, LLC | 5,712 | $76.3K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 5,734 | $76.6K | 0.06% | −7,788−57.6% | Reduced |
| TFC Financial Management | 5,880 | $78.6K | 0.01% | +3,983+210.0% | Added |
| Covestor Ltd | 5,878 | $79.0K | 0.05% | +625+11.9% | Added |
| Quarry LP | 6,401 | $85.5K | 0.01% | +6,401 | New |
| Allworth Financial LP | 6,532 | $87.3K | 0.00% | −2,740−29.6% | Reduced |
| Quadrant Capital Group LLC | 6,661 | $89.0K | 0.00% | −54,064−89.0% | Reduced |
| Delta Asset Management LLC | 6,910 | $92.3K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8,835 | $118.0K | 0.01% | +2,226+33.7% | Added |
| Aventura Private Wealth, LLC | 8,861 | $118.4K | 0.04% | −34−0.4% | Reduced |
| Cliffwater LLC | 9,485 | $126.7K | 0.03% | 00.0% | Unchanged |
| Militia Capital Management LLC | 10,000 | $133.6K | 0.02% | −150,000−93.8% | Reduced |
| Quinn Opportunity Partners LLC | 10,000 | $133.6K | 0.01% | 00.0% | Unchanged |
| Systrade AG | 10,000 | $133.6K | 0.08% | +10,000 | New |
| Gerber Kawasaki Wealth & Investment Management | 10,001 | $133.6K | 0.00% | −30.0% | Reduced |
| Heritage Wealth Management, Inc. | 10,011 | $133.7K | 0.07% | −16−0.2% | Reduced |
| Ronald Blue Trust, Inc. | 10,280 | $137.3K | 0.00% | −27,137−72.5% | Reduced |
| Capula Management Ltd | 10,474 | $139.9K | 0.00% | −1,526−12.7% | Reduced |
| BLVD Private Wealth, LLC | 10,504 | $140.3K | 0.10% | +10,504 | New |
| Optas, LLC | 10,723 | $143.3K | 0.02% | −3,159−22.8% | Reduced |
| Metis Global Partners, LLC | 10,764 | $143.8K | 0.00% | −3,569−24.9% | Reduced |
| Core Capital Management & Research, inc. | 10,000 | $145.8K | 0.08% | +10,000 | New |
| Pangea Capital Gestao de Recursos Ltda. | 11,000 | $147.0K | 0.10% | +11,000 | New |
| Permanens Capital L.P. | 11,089 | $148.1K | 0.02% | +11,089 | New |
| American Trust | 11,169 | $149.2K | 0.01% | −700−5.9% | Reduced |
| TMB Capital Partners, LLC | 11,211 | $149.8K | 0.05% | 00.0% | Unchanged |
| GAMMA Investing LLC | 11,220 | $149.9K | 0.01% | −517−4.4% | Reduced |
| Focus Financial Network, Inc. | 11,379 | $152.0K | 0.00% | +24+0.2% | Added |
| Stonekeep Investments, LLC | 11,745 | $157.0K | 0.09% | +330+2.9% | Added |
| Oppenheimer Asset Management Inc. | 11,768 | $157.2K | 0.00% | +11,768 | New |
| Wealthspire Advisors, LLC | 11,939 | $159.5K | 0.00% | +11,939 | New |
| IHT Wealth Management, LLC | 12,218 | $163.2K | 0.00% | +158+1.3% | Added |
| Clear Harbor Asset Management, LLC | 12,359 | $165.1K | 0.01% | +12,359 | New |
| Caption Management, LLC | 12,700 | $169.7K | 0.01% | +12,700 | New |
| Drive Wealth Management, LLC | 12,743 | $170.2K | 0.03% | −1,176−8.4% | Reduced |
| Global Retirement Partners, LLC | 12,854 | $171.7K | 0.00% | +12,854 | New |
| AssuredPartners Investment Advisors, LLC | 12,860 | $171.8K | 0.02% | −76−0.6% | Reduced |
| Parallel Advisors, LLC | 12,925 | $172.7K | 0.00% | −4,125−24.2% | Reduced |
| Trueblood Wealth Management, LLC | 12,931 | $172.8K | 0.06% | +12,931 | New |
| Warren Averett Asset Management, LLC | 12,933 | $172.8K | 0.00% | +783+6.4% | Added |
| EFG International AG | 13,050 | $174.3K | 0.00% | +3,350+34.5% | Added |
| Princeton Capital Management LLC | 13,257 | $177.1K | 0.04% | −1,480−10.0% | Reduced |
| Venturi Wealth Management, LLC | 13,488 | $180.2K | 0.01% | −11,579−46.2% | Reduced |
| Omers Administration Corp | 13,555 | $181.1K | 0.00% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 13,701 | $183.0K | 0.00% | −107,400−88.7% | Reduced |
| D.A. Davidson & Co. | 13,741 | $183.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 13,900 | $185.7K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 13,347 | $186.2K | 0.00% | +13,347 | New |
| United Capital Financial Advisers, LLC | 13,975 | $186.7K | 0.00% | −1,368−8.9% | Reduced |
| Chicago Partners Investment Group LLC | 13,161 | $186.8K | 0.00% | +2,860+27.8% | Added |
| Inspire Advisors, LLC | 14,070 | $188.0K | 0.01% | −7,461−34.7% | Reduced |
| PDS Planning, Inc | 14,143 | $188.9K | 0.01% | −2,003−12.4% | Reduced |
| Harbour Investments, Inc. | 14,296 | $191.0K | 0.00% | −21,869−60.5% | Reduced |
| Fiduciary Trust Co | 14,319 | $191.3K | 0.00% | +14,319 | New |
| Garden State Investment Advisory Services LLC | 14,330 | $191.4K | 0.04% | −3,296−18.7% | Reduced |
| Pinnacle Associates Ltd | 14,399 | $192.4K | 0.00% | +1,422+11.0% | Added |
| Vigil Wealth Management, LLC | 14,403 | $192.4K | 0.14% | +30.0% | Added |
| TCG Advisory Services, LLC | 14,509 | $193.8K | 0.00% | +3,477+31.5% | Added |
| Canvas Wealth Advisors, LLC | 14,683 | $196.2K | 0.03% | −2,551−14.8% | Reduced |
| Legacy Financial Advisors, Inc. | 14,749 | $197.1K | 0.02% | +4,207+39.9% | Added |
| Transcend Wealth Collective, LLC | 14,784 | $197.5K | 0.01% | −3,178−17.7% | Reduced |
| AlphaGrep UK Ltd | 14,991 | $200.3K | 0.06% | −2,110−12.3% | Reduced |