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 |
|---|---|---|---|---|---|
| US Bancorp | 23,395 | $312.6K | 0.00% | −8,547−26.8% | Reduced |
| Jefferies Financial Group Inc. | 22,689 | $303.1K | 0.00% | +22,689 | New |
| Westmount Partners, LLC | 22,351 | $298.6K | 0.07% | 00.0% | Unchanged |
| Ossiam | 22,072 | $294.9K | 0.00% | −481,175−95.6% | Reduced |
| Nisa Investment Advisors, LLC | 22,069 | $294.8K | 0.00% | −6,824−23.6% | Reduced |
| Dynasty Wealth Management, LLC | 21,909 | $292.7K | 0.00% | −6,695−23.4% | Reduced |
| LRI Investments, LLC | 21,900 | $292.6K | 0.02% | −4,625−17.4% | Reduced |
| Smartleaf Asset Management LLC | 22,063 | $289.7K | 0.01% | 00.0% | Unchanged |
| BLI - Banque de Luxembourg Investments | 22,000 | $289.4K | 0.01% | +22,000 | New |
| Fortress Private Ledger, LLC | 21,622 | $288.9K | 0.08% | +112+0.5% | Added |
| Confluence Investment Management LLC | 21,385 | $285.7K | 0.00% | +21,385 | New |
| Americana Partners, LLC | 21,316 | $284.8K | 0.01% | −10,403−32.8% | Reduced |
| GeoWealth Management, LLC | 21,306 | $284.6K | 0.01% | −8,180−27.7% | Reduced |
| Breakwater Capital Group | 21,266 | $284.1K | 0.03% | +1,284+6.4% | Added |
| Southeast Asset Advisors Inc. | 21,230 | $283.6K | 0.03% | 00.0% | Unchanged |
| Claro Advisors LLC | 21,214 | $283.4K | 0.03% | +199+0.9% | Added |
| Ethos Financial Group, LLC | 20,149 | $282.9K | 0.02% | +20,149 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20,671 | $276.2K | 0.00% | −9,159−30.7% | Reduced |
| Aigen Investment Management, LP | 20,519 | $274.1K | 0.07% | −183,459−89.9% | Reduced |
| Oak Grove Capital LLC | 20,485 | $273.7K | 0.02% | +100+0.5% | Added |
| Perigon Wealth Management, LLC | 20,430 | $272.9K | 0.00% | −1,528−7.0% | Reduced |
| Signaturefd, LLC | 20,331 | $271.6K | 0.00% | +684+3.5% | Added |
| Tuttle Tactical Management | 20,312 | $271.4K | 0.18% | −1,039−4.9% | Reduced |
| Corsair Capital Management, L.P. | 20,000 | $267.2K | 0.03% | +20,000 | New |
| Western Wealth Management, LLC | 19,905 | $265.9K | 0.01% | −185−0.9% | Reduced |
| Baird Financial Group, Inc. | 19,893 | $265.8K | 0.00% | +4,053+25.6% | Added |
| Vestmark Advisory Solutions, Inc. | 19,880 | $265.6K | 0.00% | −48,700−71.0% | Reduced |
| Malaga Cove Capital, LLC | 19,573 | $261.5K | 0.08% | −50−0.3% | Reduced |
| Buckingham Strategic Partners | 19,329 | $258.2K | 0.00% | −33,362−63.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 19,227 | $256.9K | 0.00% | +3,883+25.3% | Added |
| Umb Bank N A | 18,905 | $252.6K | 0.00% | +4,722+33.3% | Added |
| Rakuten Securities, Inc. | 18,458 | $246.6K | 0.06% | +2,920+18.8% | Added |
| Farther Finance Advisors, LLC | 18,460 | $245.0K | 0.00% | −620−3.2% | Reduced |
| Saranac Partners Ltd | 18,023 | $240.8K | 0.08% | +18,023 | New |
| Cresset Asset Management, LLC | 17,715 | $236.7K | 0.00% | −25,735−59.2% | Reduced |
| Knightsbridge Asset Management, LLC | 17,581 | $234.9K | 0.03% | +17,581 | New |
| Pinnacle Wealth Planning Services, Inc. | 17,344 | $231.7K | 0.02% | −2,712−13.5% | Reduced |
| Aaron Wealth Advisors | 17,092 | $228.3K | 0.01% | −8,720−33.8% | Reduced |
| Shufro Rose & Co LLC | 17,045 | $227.7K | 0.01% | 00.0% | Unchanged |
| Integrity Investment Advisors, LLC | 16,976 | $226.8K | 0.10% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 15,743 | $226.0K | 0.00% | −627−3.8% | Reduced |
| Revolve Wealth Partners, LLC | 16,883 | $225.6K | 0.02% | +16,883 | New |
| Capital Performance Advisors LLP | 16,791 | $224.3K | 0.01% | −5,501−24.7% | Reduced |
| Norinchukin Bank, The | 16,732 | $223.5K | 0.00% | +1,755+11.7% | Added |
| Fieldview Capital Management, LLC | 16,701 | $223.1K | 0.06% | +16,701 | New |
| Capital Markets Trading UK LLP | 16,209 | $217.0K | 0.16% | −27,440−62.9% | Reduced |
| 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 |
| We Are One Seven, LLC | 16,175 | $216.1K | 0.00% | +245+1.5% | Added |
| Global X Japan Co., Ltd. | 16,157 | $215.9K | 0.01% | +4,115+34.2% | Added |
| Cary Street Partners Financial LLC | 15,930 | $212.8K | 0.00% | +369+2.4% | Added |
| Everstar Asset Management, LLC | 15,916 | $212.6K | 0.10% | +5,916+59.2% | Added |
| Fortis Capital Management LLC | 15,811 | $211.2K | 0.02% | −10,959−40.9% | Reduced |
| Wedbush Securities Inc | 15,488 | $207.0K | 0.01% | −900−5.5% | Reduced |
| Platform Technology Partners | 15,430 | $206.1K | 0.03% | −2,600−14.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 15,380 | $205.9K | 0.00% | −7,126−31.7% | Reduced |
| Kestra Investment Management, LLC | 15,357 | $205.2K | 0.00% | −227−1.5% | Reduced |
| Granite Group Advisors, LLC | 15,299 | $204.4K | 0.12% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 15,292 | $204.3K | 0.13% | −1,000−6.1% | Reduced |
| AlphaGrep UK Ltd | 14,991 | $200.3K | 0.06% | −2,110−12.3% | Reduced |
| Transcend Wealth Collective, LLC | 14,784 | $197.5K | 0.01% | −3,178−17.7% | Reduced |
| Legacy Financial Advisors, Inc. | 14,749 | $197.1K | 0.02% | +4,207+39.9% | Added |
| Canvas Wealth Advisors, LLC | 14,683 | $196.2K | 0.03% | −2,551−14.8% | Reduced |
| TCG Advisory Services, LLC | 14,509 | $193.8K | 0.00% | +3,477+31.5% | Added |
| Vigil Wealth Management, LLC | 14,403 | $192.4K | 0.14% | +30.0% | Added |
| Pinnacle Associates Ltd | 14,399 | $192.4K | 0.00% | +1,422+11.0% | Added |
| Garden State Investment Advisory Services LLC | 14,330 | $191.4K | 0.04% | −3,296−18.7% | Reduced |
| Fiduciary Trust Co | 14,319 | $191.3K | 0.00% | +14,319 | New |
| Harbour Investments, Inc. | 14,296 | $191.0K | 0.00% | −21,869−60.5% | Reduced |
| PDS Planning, Inc | 14,143 | $188.9K | 0.01% | −2,003−12.4% | Reduced |
| Inspire Advisors, LLC | 14,070 | $188.0K | 0.01% | −7,461−34.7% | Reduced |
| Chicago Partners Investment Group LLC | 13,161 | $186.8K | 0.00% | +2,860+27.8% | Added |
| United Capital Financial Advisers, LLC | 13,975 | $186.7K | 0.00% | −1,368−8.9% | Reduced |
| Savant Capital, LLC | 13,347 | $186.2K | 0.00% | +13,347 | New |
| Private Wealth Partners, LLC | 13,900 | $185.7K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 13,741 | $183.6K | 0.00% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 13,701 | $183.0K | 0.00% | −107,400−88.7% | Reduced |
| Omers Administration Corp | 13,555 | $181.1K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 13,488 | $180.2K | 0.01% | −11,579−46.2% | Reduced |
| Princeton Capital Management LLC | 13,257 | $177.1K | 0.04% | −1,480−10.0% | Reduced |
| EFG International AG | 13,050 | $174.3K | 0.00% | +3,350+34.5% | Added |
| Warren Averett Asset Management, LLC | 12,933 | $172.8K | 0.00% | +783+6.4% | Added |
| Trueblood Wealth Management, LLC | 12,931 | $172.8K | 0.06% | +12,931 | New |
| Parallel Advisors, LLC | 12,925 | $172.7K | 0.00% | −4,125−24.2% | Reduced |
| AssuredPartners Investment Advisors, LLC | 12,860 | $171.8K | 0.02% | −76−0.6% | Reduced |
| Global Retirement Partners, LLC | 12,854 | $171.7K | 0.00% | +12,854 | New |
| Drive Wealth Management, LLC | 12,743 | $170.2K | 0.03% | −1,176−8.4% | Reduced |
| Caption Management, LLC | 12,700 | $169.7K | 0.01% | +12,700 | New |
| Clear Harbor Asset Management, LLC | 12,359 | $165.1K | 0.01% | +12,359 | New |
| IHT Wealth Management, LLC | 12,218 | $163.2K | 0.00% | +158+1.3% | Added |
| Wealthspire Advisors, LLC | 11,939 | $159.5K | 0.00% | +11,939 | New |
| Oppenheimer Asset Management Inc. | 11,768 | $157.2K | 0.00% | +11,768 | New |
| Stonekeep Investments, LLC | 11,745 | $157.0K | 0.09% | +330+2.9% | Added |
| Focus Financial Network, Inc. | 11,379 | $152.0K | 0.00% | +24+0.2% | Added |
| GAMMA Investing LLC | 11,220 | $149.9K | 0.01% | −517−4.4% | Reduced |
| TMB Capital Partners, LLC | 11,211 | $149.8K | 0.05% | 00.0% | Unchanged |
| American Trust | 11,169 | $149.2K | 0.01% | −700−5.9% | Reduced |
| Permanens Capital L.P. | 11,089 | $148.1K | 0.02% | +11,089 | New |
| Pangea Capital Gestao de Recursos Ltda. | 11,000 | $147.0K | 0.10% | +11,000 | New |
| Core Capital Management & Research, inc. | 10,000 | $145.8K | 0.08% | +10,000 | New |