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 |
|---|---|---|---|---|---|
| Pension & Wealth Management Advisors, Inc. | 33,501 | $447.6K | 0.12% | −3,304−9.0% | Reduced |
| MMBG Investment Advisors Co. | 33,655 | $449.6K | 0.04% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 33,726 | $450.6K | 0.04% | +33,726 | New |
| Limestone Investment Advisors LP | 33,992 | $454.1K | 0.23% | +5,715+20.2% | Added |
| Gordian Capital Singapore Pte Ltd | 34,000 | $454.2K | 0.78% | −64,000−65.3% | Reduced |
| CMT Capital Markets Trading GmbH | 34,130 | $456.0K | 0.24% | +14,183+71.1% | Added |
| Laird Norton Trust Company, LLC | 34,222 | $457.2K | 0.01% | −7,977−18.9% | Reduced |
| State of Wyoming | 34,395 | $459.5K | 0.05% | −28,585−45.4% | Reduced |
| Ameritas Advisory Services, LLC | 35,242 | $470.8K | 0.01% | +15,060+74.6% | Added |
| Mutual of America Capital Management LLC | 35,300 | $471.6K | 0.00% | +35,300 | New |
| CAPROCK Group, Inc. | 35,693 | $476.9K | 0.01% | +10,744+43.1% | Added |
| Sarasin & Partners LLP | 35,800 | $478.3K | 0.01% | +35,800 | New |
| Modern Wealth Management, LLC | 35,914 | $479.8K | 0.01% | −3,989−10.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 36,000 | $481.0K | 0.04% | −10,850−23.2% | Reduced |
| Merit Financial Group, LLC | 36,062 | $481.8K | 0.00% | −5,886−14.0% | Reduced |
| Wealth Alliance | 36,124 | $482.6K | 0.04% | +4,402+13.9% | Added |
| Kestra Advisory Services, LLC | 36,634 | $489.4K | 0.00% | −4,497−10.9% | Reduced |
| Larry Mathis Financial Planning, LLC | 36,694 | $490.2K | 0.37% | −4,849−11.7% | Reduced |
| Harvest Fund Management Co., Ltd | 37,837 | $506.0K | 0.02% | −659−1.7% | Reduced |
| Bleakley Financial Group, LLC | 38,327 | $512.0K | 0.01% | +385+1.0% | Added |
| Sanctuary Advisors, LLC | 38,617 | $515.9K | 0.00% | −6,984−15.3% | Reduced |
| Brave Warrior Advisors, LLC | 40,000 | $534.4K | 0.01% | +40,000 | New |
| EdgePoint Investment Group Inc. | 40,746 | $535.0K | 0.00% | +16,222+66.1% | Added |
| GWM Advisors LLC | 41,035 | $548.2K | 0.00% | +5,410+15.2% | Added |
| Equitable Holdings, Inc. | 41,545 | $555.0K | 0.00% | −10,658−20.4% | Reduced |
| IFP Advisors, Inc | 42,950 | $573.8K | 0.01% | −6,473−13.1% | Reduced |
| HB Wealth Management, LLC | 43,854 | $585.9K | 0.00% | −4,521−9.3% | Reduced |
| Krane Funds Advisors LLC | 43,927 | $586.9K | 0.02% | +20,919+90.9% | Added |
| Privium Fund Management B.V. | 44,000 | $587.8K | 0.11% | +44,000 | New |
| Accent Capital Management, LLC | 44,036 | $588.3K | 0.25% | +38,611+711.7% | Added |
| Storgate, LLC | 44,390 | $593.0K | 0.12% | +29,496+198.0% | Added |
| Atomi Financial Group, Inc. | 44,475 | $594.2K | 0.02% | −7,777−14.9% | Reduced |
| J2 Capital Management Inc | 44,481 | $594.3K | 0.40% | +855+2.0% | Added |
| AdvisorNet Financial, Inc | 44,537 | $595.0K | 0.03% | +4,814+12.1% | Added |
| Deltec Asset Management LLC | 45,000 | $601.2K | 0.09% | +45,000 | New |
| Personal Cfo Solutions, LLC | 45,123 | $602.8K | 0.09% | −1,919−4.1% | Reduced |
| MAI Capital Management | 45,455 | $607.3K | 0.00% | −395−0.9% | Reduced |
| Larson Financial Group LLC | 45,642 | $609.8K | 0.02% | +16,292+55.5% | Added |
| Caitong International Asset Management Co., Ltd | 45,834 | $612.3K | 0.08% | −28,352−38.2% | Reduced |
| Interchange Capital Partners, LLC | 46,241 | $617.8K | 0.12% | +32,980+248.7% | Added |
| Concurrent Investment Advisors, LLC | 46,245 | $617.8K | 0.01% | −77,758−62.7% | Reduced |
| Leonteq Securities AG | 46,551 | $621.9K | 0.04% | +11,377+32.3% | Added |
| Leavell Investment Management, Inc. | 47,079 | $629.0K | 0.02% | +12,191+34.9% | Added |
| Angeles Wealth Management, LLC | 47,126 | $629.6K | 0.03% | +47,126 | New |
| Stock Yards Bank & Trust Co | 47,575 | $635.6K | 0.02% | +4,025+9.2% | Added |
| Daiwa Securities Group Inc. | 47,670 | $636.9K | 0.00% | −169,080−78.0% | Reduced |
| HighVista Strategies LLC | 47,970 | $640.9K | 0.15% | −1,600−3.2% | Reduced |
| Sciencast Management LP | 48,371 | $646.2K | 0.13% | +48,371 | New |
| Jennison Associates LLC | 48,892 | $653.2K | 0.00% | −35,801,200−99.9% | Reduced |
| Wexford Capital LP | 48,966 | $654.2K | 0.09% | +36,828+303.4% | Added |
| New Vernon Investment Management LLC | 49,324 | $659.0K | 0.81% | 00.0% | Unchanged |
| Blair William & Co | 49,367 | $659.5K | 0.00% | +11,353+29.9% | Added |
| Frec Markets, Inc. | 50,127 | $669.7K | 0.06% | +50,127 | New |
| Legacy Wealth Asset Management, LLC | 50,790 | $678.6K | 0.15% | +935+1.9% | Added |
| Tradition Wealth Management, LLC | 51,209 | $684.2K | 0.04% | −5,490−9.7% | Reduced |
| Cornerstone Wealth Group, LLC | 51,322 | $685.7K | 0.04% | −107−0.2% | Reduced |
| Wedmont Private Capital | 50,766 | $698.5K | 0.02% | −1,412−2.7% | Reduced |
| Park Avenue Securities LLC | 53,404 | $713.0K | 0.00% | +4,852+10.0% | Added |
| Quattro Financial Advisors LLC | 55,000 | $734.8K | 0.16% | +25,000+83.3% | Added |
| Stokes Family Office, LLC | 55,027 | $735.2K | 0.09% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 55,298 | $738.8K | 0.02% | −3,099−5.3% | Reduced |
| United Asset Strategies, Inc. | 55,681 | $743.9K | 0.05% | +1,465+2.7% | Added |
| CIBC World Markets Inc. | 56,000 | $748.2K | 0.00% | +4,147+8.0% | Added |
| Financial Perspectives, Inc | 57,533 | $768.6K | 0.19% | +19,808+52.5% | Added |
| Resources Investment Advisors, LLC. | 57,547 | $768.8K | 0.01% | −21,053−26.8% | Reduced |
| Insigneo Advisory Services, LLC | 57,636 | $770.0K | 0.03% | +8,272+16.8% | Added |
| Verus Capital Partners, LLC | 58,120 | $776.5K | 0.04% | +10,205+21.3% | Added |
| Magnetar Financial LLC | 58,519 | $781.8K | 0.01% | +58,519 | New |
| Partners Capital Investment Group, LLP | 58,993 | $788.1K | 0.03% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 59,800 | $798.9K | 0.07% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 60,567 | $809.2K | 0.00% | −230,208−79.2% | Reduced |
| Connable Office Inc | 61,382 | $820.1K | 0.07% | −987−1.6% | Reduced |
| Diversify Wealth Management, LLC | 57,866 | $840.8K | 0.01% | +3,641+6.7% | Added |
| Diversify Advisory Services, LLC | 57,866 | $840.8K | 0.01% | +19,124+49.4% | Added |
| Triumph Capital Management | 63,279 | $845.4K | 0.15% | −2,565−3.9% | Reduced |
| Swedbank AB | 63,455 | $847.8K | 0.00% | +63,455 | New |
| AlTi Global, Inc. | 64,015 | $855.2K | 0.02% | −1,396−2.1% | Reduced |
| Prudential Financial Inc | 65,209 | $856.2K | 0.00% | −81,259−55.5% | Reduced |
| MBM Wealth Consultants, LLC | 64,567 | $862.6K | 0.17% | +11,091+20.7% | Added |
| Citizens Financial Group Inc | 65,709 | $877.9K | 0.01% | +2,897+4.6% | Added |
| Qsemble Capital Management, LP | 66,186 | $884.2K | 0.11% | −51,209−43.6% | Reduced |
| Frank, Rimerman Advisors LLC | 66,367 | $886.7K | 0.05% | −31,724−32.3% | Reduced |
| Greenland Capital Management LP | 67,000 | $895.1K | 0.17% | −3,000−4.3% | Reduced |
| BW Gestao de Investimentos Ltda. | 67,500 | $901.8K | 0.02% | +67,500 | New |
| Wisconsin Capital Management LLC | 67,930 | $907.5K | 0.43% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 68,222 | $911.4K | 0.02% | −25,895−27.5% | Reduced |
| Virtu Financial LLC | 68,716 | $918.0K | 0.03% | −278,035−80.2% | Reduced |
| Capital International Sarl | 68,913 | $920.7K | 0.01% | −17,409−20.2% | Reduced |
| Atom Investors LP | 69,054 | $922.6K | 0.08% | −375,129−84.5% | Reduced |
| Private Advisor Group, LLC | 69,317 | $926.1K | 0.00% | −14,132−16.9% | Reduced |
| Cantor Fitzgerald, L. P. | 69,400 | $927.2K | 0.02% | +48,900+238.5% | Added |
| Truist Financial Corp | 69,833 | $933.0K | 0.00% | +214+0.3% | Added |
| Redmond Asset Management, LLC | 70,015 | $935.4K | 0.23% | +764+1.1% | Added |
| Legacy Bridge, LLC | 70,405 | $940.6K | 0.29% | +850+1.2% | Added |
| Pilgrim Partners Asia Pte Ltd | 71,000 | $948.6K | 0.42% | 00.0% | Unchanged |
| Ping Capital Management, Inc. | 71,000 | $948.6K | 0.31% | +43,900+162.0% | Added |
| Bridgefront Capital, LLC | 72,128 | $963.6K | 0.25% | +33,765+88.0% | Added |
| Ethic Inc. | 73,783 | $985.7K | 0.01% | +4,431+6.4% | Added |
| Prelude Capital Management, LLC | 73,991 | $988.5K | 0.07% | −5,444−6.9% | Reduced |
| Altrafin AG | 74,700 | $998.0K | 0.39% | +4,700+6.7% | Added |