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 |
|---|---|---|---|---|---|
| Arlington Capital Management, Inc. | 15,292 | $204.3K | 0.13% | −1,000−6.1% | Reduced |
| Granite Group Advisors, LLC | 15,299 | $204.4K | 0.12% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 15,357 | $205.2K | 0.00% | −227−1.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 15,380 | $205.9K | 0.00% | −7,126−31.7% | Reduced |
| Platform Technology Partners | 15,430 | $206.1K | 0.03% | −2,600−14.4% | Reduced |
| Wedbush Securities Inc | 15,488 | $207.0K | 0.01% | −900−5.5% | Reduced |
| Fortis Capital Management LLC | 15,811 | $211.2K | 0.02% | −10,959−40.9% | Reduced |
| Everstar Asset Management, LLC | 15,916 | $212.6K | 0.10% | +5,916+59.2% | Added |
| Cary Street Partners Financial LLC | 15,930 | $212.8K | 0.00% | +369+2.4% | Added |
| Global X Japan Co., Ltd. | 16,157 | $215.9K | 0.01% | +4,115+34.2% | Added |
| We Are One Seven, LLC | 16,175 | $216.1K | 0.00% | +245+1.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 16,202 | $216.5K | 0.01% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 16,202 | $216.5K | 0.03% | +706+4.6% | Added |
| Capital Markets Trading UK LLP | 16,209 | $217.0K | 0.16% | −27,440−62.9% | Reduced |
| Fieldview Capital Management, LLC | 16,701 | $223.1K | 0.06% | +16,701 | New |
| Norinchukin Bank, The | 16,732 | $223.5K | 0.00% | +1,755+11.7% | Added |
| Capital Performance Advisors LLP | 16,791 | $224.3K | 0.01% | −5,501−24.7% | Reduced |
| Revolve Wealth Partners, LLC | 16,883 | $225.6K | 0.02% | +16,883 | New |
| Pensionmark Financial Group, LLC | 15,743 | $226.0K | 0.00% | −627−3.8% | Reduced |
| Integrity Investment Advisors, LLC | 16,976 | $226.8K | 0.10% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 17,045 | $227.7K | 0.01% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 17,092 | $228.3K | 0.01% | −8,720−33.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 17,344 | $231.7K | 0.02% | −2,712−13.5% | Reduced |
| Knightsbridge Asset Management, LLC | 17,581 | $234.9K | 0.03% | +17,581 | New |
| Cresset Asset Management, LLC | 17,715 | $236.7K | 0.00% | −25,735−59.2% | Reduced |
| Saranac Partners Ltd | 18,023 | $240.8K | 0.08% | +18,023 | New |
| Farther Finance Advisors, LLC | 18,460 | $245.0K | 0.00% | −620−3.2% | Reduced |
| Rakuten Securities, Inc. | 18,458 | $246.6K | 0.06% | +2,920+18.8% | Added |
| Umb Bank N A | 18,905 | $252.6K | 0.00% | +4,722+33.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 19,227 | $256.9K | 0.00% | +3,883+25.3% | Added |
| Buckingham Strategic Partners | 19,329 | $258.2K | 0.00% | −33,362−63.3% | Reduced |
| Malaga Cove Capital, LLC | 19,573 | $261.5K | 0.08% | −50−0.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 19,880 | $265.6K | 0.00% | −48,700−71.0% | Reduced |
| Baird Financial Group, Inc. | 19,893 | $265.8K | 0.00% | +4,053+25.6% | Added |
| Western Wealth Management, LLC | 19,905 | $265.9K | 0.01% | −185−0.9% | Reduced |
| Corsair Capital Management, L.P. | 20,000 | $267.2K | 0.03% | +20,000 | New |
| Tuttle Tactical Management | 20,312 | $271.4K | 0.18% | −1,039−4.9% | Reduced |
| Signaturefd, LLC | 20,331 | $271.6K | 0.00% | +684+3.5% | Added |
| Perigon Wealth Management, LLC | 20,430 | $272.9K | 0.00% | −1,528−7.0% | Reduced |
| Oak Grove Capital LLC | 20,485 | $273.7K | 0.02% | +100+0.5% | Added |
| Aigen Investment Management, LP | 20,519 | $274.1K | 0.07% | −183,459−89.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20,671 | $276.2K | 0.00% | −9,159−30.7% | Reduced |
| Ethos Financial Group, LLC | 20,149 | $282.9K | 0.02% | +20,149 | New |
| Claro Advisors LLC | 21,214 | $283.4K | 0.03% | +199+0.9% | Added |
| Southeast Asset Advisors Inc. | 21,230 | $283.6K | 0.03% | 00.0% | Unchanged |
| Breakwater Capital Group | 21,266 | $284.1K | 0.03% | +1,284+6.4% | Added |
| GeoWealth Management, LLC | 21,306 | $284.6K | 0.01% | −8,180−27.7% | Reduced |
| Americana Partners, LLC | 21,316 | $284.8K | 0.01% | −10,403−32.8% | Reduced |
| Confluence Investment Management LLC | 21,385 | $285.7K | 0.00% | +21,385 | New |
| Fortress Private Ledger, LLC | 21,622 | $288.9K | 0.08% | +112+0.5% | Added |
| BLI - Banque de Luxembourg Investments | 22,000 | $289.4K | 0.01% | +22,000 | New |
| Smartleaf Asset Management LLC | 22,063 | $289.7K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 21,900 | $292.6K | 0.02% | −4,625−17.4% | Reduced |
| Dynasty Wealth Management, LLC | 21,909 | $292.7K | 0.00% | −6,695−23.4% | Reduced |
| Nisa Investment Advisors, LLC | 22,069 | $294.8K | 0.00% | −6,824−23.6% | Reduced |
| Ossiam | 22,072 | $294.9K | 0.00% | −481,175−95.6% | Reduced |
| Westmount Partners, LLC | 22,351 | $298.6K | 0.07% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 22,689 | $303.1K | 0.00% | +22,689 | New |
| US Bancorp | 23,395 | $312.6K | 0.00% | −8,547−26.8% | Reduced |
| Cambria Investment Management, L.P. | 23,410 | $312.8K | 0.02% | +23,410 | New |
| Synergy Financial Management, LLC | 23,678 | $316.3K | 0.03% | +23,678 | New |
| QRG Capital Management, Inc. | 23,678 | $316.3K | 0.00% | +23,678 | New |
| Bluebird Wealth Management LLC | 24,037 | $321.1K | 0.28% | −1,299−5.1% | Reduced |
| VestGen Advisors, LLC | 24,211 | $323.5K | 0.01% | −282,911−92.1% | Reduced |
| SRS Capital Advisors, Inc. | 24,460 | $326.8K | 0.00% | +11,705+91.8% | Added |
| Rothschild Investment LLC | 24,467 | $326.9K | 0.01% | −308−1.2% | Reduced |
| Legato Capital Management LLC | 24,491 | $327.2K | 0.03% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 24,565 | $328.2K | 0.00% | −46,250−65.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 24,632 | $329.1K | 0.00% | −1,174−4.5% | Reduced |
| Siren, L.L.C. | 25,000 | $334.0K | 0.01% | 00.0% | Unchanged |
| DKRT Investments Corp. | 25,000 | $334.0K | 0.08% | 00.0% | Unchanged |
| Orion Capital Management LLC | 25,200 | $336.7K | 0.10% | +2,300+10.0% | Added |
| Asset One Wealth Management LLC | 24,600 | $341.4K | 0.04% | +4,299+21.2% | Added |
| Northwestern Mutual Wealth Management Co | 25,855 | $345.4K | 0.00% | +9,516+58.2% | Added |
| Capital Fund Management S.A. | 27,017 | $360.9K | 0.00% | −197,918−88.0% | Reduced |
| First Western Trust Bank | 27,039 | $361.2K | 0.02% | +305+1.1% | Added |
| Element Pointe Advisors, LLC | 27,215 | $363.6K | 0.06% | +3,020+12.5% | Added |
| Indivisible Partners | 27,288 | $364.6K | 0.02% | +2,239+8.9% | Added |
| Coldstream Capital Management Inc | 27,564 | $368.3K | 0.00% | −1,715−5.9% | Reduced |
| First Growth Capital LLC | 28,054 | $374.8K | 0.28% | +10,536+60.1% | Added |
| Custom Index Systems, LLC | 28,132 | $375.8K | 0.14% | −1,270−4.3% | Reduced |
| Mason & Associates Inc | 28,957 | $386.9K | 0.06% | −1,826−5.9% | Reduced |
| Overbrook Management Corp | 29,061 | $388.3K | 0.06% | +29,061 | New |
| BHK Investment Advisors, LLC | 30,000 | $400.8K | 0.12% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 30,210 | $403.6K | 0.72% | 00.0% | Unchanged |
| Davenport & Co LLC | 30,369 | $405.7K | 0.00% | +2,433+8.7% | Added |
| Solstein Capital, LLC | 30,400 | $406.1K | 0.14% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 30,600 | $408.8K | 0.01% | −617,877−95.3% | Reduced |
| OceanIQ Capital, LLC | 30,000 | $409.5K | 0.25% | +30,000 | New |
| FDx Advisors, Inc. | 30,726 | $410.0K | 0.12% | +168+0.5% | Added |
| Osmosis Investment Management UK Ltd | 30,719 | $410.4K | 0.02% | +1,604+5.5% | Added |
| Blueshift Asset Management, LLC | 30,864 | $412.3K | 0.10% | −26,728−46.4% | Reduced |
| Granville Capital, Inc. | 31,473 | $420.5K | 0.19% | 00.0% | Unchanged |
| Vancity Investment Management Ltd | 31,557 | $422.0K | 0.06% | +13,586+75.6% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 30,295 | $425.9K | 0.13% | −1,500−4.7% | Reduced |
| Integrated Wealth Concepts LLC | 32,065 | $428.4K | 0.00% | −13,162−29.1% | Reduced |
| Vise Technologies, Inc. | 32,200 | $430.2K | 0.00% | +6,734+26.4% | Added |
| Evergreen Capital Management LLC | 32,326 | $431.9K | 0.01% | −399−1.2% | Reduced |
| Verdence Capital Advisors LLC | 32,486 | $434.0K | 0.02% | −1,379−4.1% | Reduced |
| NewEdge Wealth, LLC | 32,522 | $434.5K | 0.00% | −23,045−41.5% | Reduced |