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 |
|---|---|---|---|---|---|
| Quattro Financial Advisors LLC | 55,000 | $734.8K | 0.16% | +25,000+83.3% | Added |
| Park Avenue Securities LLC | 53,404 | $713.0K | 0.00% | +4,852+10.0% | Added |
| Wedmont Private Capital | 50,766 | $698.5K | 0.02% | −1,412−2.7% | Reduced |
| Cornerstone Wealth Group, LLC | 51,322 | $685.7K | 0.04% | −107−0.2% | Reduced |
| Tradition Wealth Management, LLC | 51,209 | $684.2K | 0.04% | −5,490−9.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 50,790 | $678.6K | 0.15% | +935+1.9% | Added |
| Frec Markets, Inc. | 50,127 | $669.7K | 0.06% | +50,127 | New |
| Blair William & Co | 49,367 | $659.5K | 0.00% | +11,353+29.9% | Added |
| New Vernon Investment Management LLC | 49,324 | $659.0K | 0.81% | 00.0% | Unchanged |
| Wexford Capital LP | 48,966 | $654.2K | 0.09% | +36,828+303.4% | Added |
| Jennison Associates LLC | 48,892 | $653.2K | 0.00% | −35,801,200−99.9% | Reduced |
| Sciencast Management LP | 48,371 | $646.2K | 0.13% | +48,371 | New |
| HighVista Strategies LLC | 47,970 | $640.9K | 0.15% | −1,600−3.2% | Reduced |
| Daiwa Securities Group Inc. | 47,670 | $636.9K | 0.00% | −169,080−78.0% | Reduced |
| Stock Yards Bank & Trust Co | 47,575 | $635.6K | 0.02% | +4,025+9.2% | Added |
| Angeles Wealth Management, LLC | 47,126 | $629.6K | 0.03% | +47,126 | New |
| Leavell Investment Management, Inc. | 47,079 | $629.0K | 0.02% | +12,191+34.9% | Added |
| Leonteq Securities AG | 46,551 | $621.9K | 0.04% | +11,377+32.3% | Added |
| Concurrent Investment Advisors, LLC | 46,245 | $617.8K | 0.01% | −77,758−62.7% | Reduced |
| Interchange Capital Partners, LLC | 46,241 | $617.8K | 0.12% | +32,980+248.7% | Added |
| Caitong International Asset Management Co., Ltd | 45,834 | $612.3K | 0.08% | −28,352−38.2% | Reduced |
| Larson Financial Group LLC | 45,642 | $609.8K | 0.02% | +16,292+55.5% | Added |
| MAI Capital Management | 45,455 | $607.3K | 0.00% | −395−0.9% | Reduced |
| Personal Cfo Solutions, LLC | 45,123 | $602.8K | 0.09% | −1,919−4.1% | Reduced |
| Deltec Asset Management LLC | 45,000 | $601.2K | 0.09% | +45,000 | New |
| AdvisorNet Financial, Inc | 44,537 | $595.0K | 0.03% | +4,814+12.1% | Added |
| J2 Capital Management Inc | 44,481 | $594.3K | 0.40% | +855+2.0% | Added |
| Atomi Financial Group, Inc. | 44,475 | $594.2K | 0.02% | −7,777−14.9% | Reduced |
| Storgate, LLC | 44,390 | $593.0K | 0.12% | +29,496+198.0% | Added |
| Accent Capital Management, LLC | 44,036 | $588.3K | 0.25% | +38,611+711.7% | Added |
| Privium Fund Management B.V. | 44,000 | $587.8K | 0.11% | +44,000 | New |
| Krane Funds Advisors LLC | 43,927 | $586.9K | 0.02% | +20,919+90.9% | Added |
| HB Wealth Management, LLC | 43,854 | $585.9K | 0.00% | −4,521−9.3% | Reduced |
| IFP Advisors, Inc | 42,950 | $573.8K | 0.01% | −6,473−13.1% | Reduced |
| Equitable Holdings, Inc. | 41,545 | $555.0K | 0.00% | −10,658−20.4% | Reduced |
| GWM Advisors LLC | 41,035 | $548.2K | 0.00% | +5,410+15.2% | Added |
| EdgePoint Investment Group Inc. | 40,746 | $535.0K | 0.00% | +16,222+66.1% | Added |
| Brave Warrior Advisors, LLC | 40,000 | $534.4K | 0.01% | +40,000 | New |
| Sanctuary Advisors, LLC | 38,617 | $515.9K | 0.00% | −6,984−15.3% | Reduced |
| Bleakley Financial Group, LLC | 38,327 | $512.0K | 0.01% | +385+1.0% | Added |
| Harvest Fund Management Co., Ltd | 37,837 | $506.0K | 0.02% | −659−1.7% | Reduced |
| Larry Mathis Financial Planning, LLC | 36,694 | $490.2K | 0.37% | −4,849−11.7% | Reduced |
| Kestra Advisory Services, LLC | 36,634 | $489.4K | 0.00% | −4,497−10.9% | Reduced |
| Wealth Alliance | 36,124 | $482.6K | 0.04% | +4,402+13.9% | Added |
| Merit Financial Group, LLC | 36,062 | $481.8K | 0.00% | −5,886−14.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 36,000 | $481.0K | 0.04% | −10,850−23.2% | Reduced |
| Modern Wealth Management, LLC | 35,914 | $479.8K | 0.01% | −3,989−10.0% | Reduced |
| Sarasin & Partners LLP | 35,800 | $478.3K | 0.01% | +35,800 | New |
| CAPROCK Group, Inc. | 35,693 | $476.9K | 0.01% | +10,744+43.1% | Added |
| Mutual of America Capital Management LLC | 35,300 | $471.6K | 0.00% | +35,300 | New |
| Ameritas Advisory Services, LLC | 35,242 | $470.8K | 0.01% | +15,060+74.6% | Added |
| State of Wyoming | 34,395 | $459.5K | 0.05% | −28,585−45.4% | Reduced |
| Laird Norton Trust Company, LLC | 34,222 | $457.2K | 0.01% | −7,977−18.9% | Reduced |
| CMT Capital Markets Trading GmbH | 34,130 | $456.0K | 0.24% | +14,183+71.1% | Added |
| Gordian Capital Singapore Pte Ltd | 34,000 | $454.2K | 0.78% | −64,000−65.3% | Reduced |
| Limestone Investment Advisors LP | 33,992 | $454.1K | 0.23% | +5,715+20.2% | Added |
| Institute for Wealth Management, LLC. | 33,726 | $450.6K | 0.04% | +33,726 | New |
| MMBG Investment Advisors Co. | 33,655 | $449.6K | 0.04% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 33,501 | $447.6K | 0.12% | −3,304−9.0% | Reduced |
| NewEdge Wealth, LLC | 32,522 | $434.5K | 0.00% | −23,045−41.5% | Reduced |
| Verdence Capital Advisors LLC | 32,486 | $434.0K | 0.02% | −1,379−4.1% | Reduced |
| Evergreen Capital Management LLC | 32,326 | $431.9K | 0.01% | −399−1.2% | Reduced |
| Vise Technologies, Inc. | 32,200 | $430.2K | 0.00% | +6,734+26.4% | Added |
| Integrated Wealth Concepts LLC | 32,065 | $428.4K | 0.00% | −13,162−29.1% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 30,295 | $425.9K | 0.13% | −1,500−4.7% | Reduced |
| Vancity Investment Management Ltd | 31,557 | $422.0K | 0.06% | +13,586+75.6% | Added |
| Granville Capital, Inc. | 31,473 | $420.5K | 0.19% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 30,864 | $412.3K | 0.10% | −26,728−46.4% | Reduced |
| Osmosis Investment Management UK Ltd | 30,719 | $410.4K | 0.02% | +1,604+5.5% | Added |
| FDx Advisors, Inc. | 30,726 | $410.0K | 0.12% | +168+0.5% | Added |
| OceanIQ Capital, LLC | 30,000 | $409.5K | 0.25% | +30,000 | New |
| Carnegie Capital Asset Management, LLC | 30,600 | $408.8K | 0.01% | −617,877−95.3% | Reduced |
| Solstein Capital, LLC | 30,400 | $406.1K | 0.14% | 00.0% | Unchanged |
| Davenport & Co LLC | 30,369 | $405.7K | 0.00% | +2,433+8.7% | Added |
| LWM Advisory Services, LLC | 30,210 | $403.6K | 0.72% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 30,000 | $400.8K | 0.12% | 00.0% | Unchanged |
| Overbrook Management Corp | 29,061 | $388.3K | 0.06% | +29,061 | New |
| Mason & Associates Inc | 28,957 | $386.9K | 0.06% | −1,826−5.9% | Reduced |
| Custom Index Systems, LLC | 28,132 | $375.8K | 0.14% | −1,270−4.3% | Reduced |
| First Growth Capital LLC | 28,054 | $374.8K | 0.28% | +10,536+60.1% | Added |
| Coldstream Capital Management Inc | 27,564 | $368.3K | 0.00% | −1,715−5.9% | Reduced |
| Indivisible Partners | 27,288 | $364.6K | 0.02% | +2,239+8.9% | Added |
| Element Pointe Advisors, LLC | 27,215 | $363.6K | 0.06% | +3,020+12.5% | Added |
| First Western Trust Bank | 27,039 | $361.2K | 0.02% | +305+1.1% | Added |
| Capital Fund Management S.A. | 27,017 | $360.9K | 0.00% | −197,918−88.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 25,855 | $345.4K | 0.00% | +9,516+58.2% | Added |
| Asset One Wealth Management LLC | 24,600 | $341.4K | 0.04% | +4,299+21.2% | Added |
| Orion Capital Management LLC | 25,200 | $336.7K | 0.10% | +2,300+10.0% | Added |
| 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 |
| Wiley Bros.-Aintree Capital, LLC | 24,632 | $329.1K | 0.00% | −1,174−4.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 24,565 | $328.2K | 0.00% | −46,250−65.3% | Reduced |
| Legato Capital Management LLC | 24,491 | $327.2K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 24,467 | $326.9K | 0.01% | −308−1.2% | Reduced |
| SRS Capital Advisors, Inc. | 24,460 | $326.8K | 0.00% | +11,705+91.8% | Added |
| VestGen Advisors, LLC | 24,211 | $323.5K | 0.01% | −282,911−92.1% | Reduced |
| Bluebird Wealth Management LLC | 24,037 | $321.1K | 0.28% | −1,299−5.1% | Reduced |
| 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 |
| Cambria Investment Management, L.P. | 23,410 | $312.8K | 0.02% | +23,410 | New |