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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 10,764 | $143.8K | 0.00% | −3,569−24.9% | Reduced |
| Optas, LLC | 10,723 | $143.3K | 0.02% | −3,159−22.8% | Reduced |
| BLVD Private Wealth, LLC | 10,504 | $140.3K | 0.10% | +10,504 | New |
| Capula Management Ltd | 10,474 | $139.9K | 0.00% | −1,526−12.7% | Reduced |
| Ronald Blue Trust, Inc. | 10,280 | $137.3K | 0.00% | −27,137−72.5% | Reduced |
| Heritage Wealth Management, Inc. | 10,011 | $133.7K | 0.07% | −16−0.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 10,001 | $133.6K | 0.00% | −30.0% | Reduced |
| 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 |
| Cliffwater LLC | 9,485 | $126.7K | 0.03% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 8,861 | $118.4K | 0.04% | −34−0.4% | Reduced |
| Versant Capital Management, Inc | 8,835 | $118.0K | 0.01% | +2,226+33.7% | Added |
| Delta Asset Management LLC | 6,910 | $92.3K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,661 | $89.0K | 0.00% | −54,064−89.0% | Reduced |
| Allworth Financial LP | 6,532 | $87.3K | 0.00% | −2,740−29.6% | Reduced |
| Quarry LP | 6,401 | $85.5K | 0.01% | +6,401 | New |
| Covestor Ltd | 5,878 | $79.0K | 0.05% | +625+11.9% | Added |
| TFC Financial Management | 5,880 | $78.6K | 0.01% | +3,983+210.0% | Added |
| Osbon Capital Management LLC | 5,734 | $76.6K | 0.06% | −7,788−57.6% | Reduced |
| Ancora Advisors, LLC | 5,712 | $76.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 5,574 | $74.5K | 0.00% | +681+13.9% | Added |
| Central Trust Co | 5,531 | $73.9K | 0.00% | −2,768−33.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 5,183 | $69.2K | 0.01% | −301−5.5% | Reduced |
| Activest Wealth Management | 4,640 | $62.0K | 0.01% | +3,747+419.6% | Added |
| Persistent Asset Partners Ltd | 4,598 | $61.4K | 0.02% | −62,566−93.2% | Reduced |
| Clearstead Advisors, LLC | 4,566 | $61.0K | 0.00% | −1,661−26.7% | Reduced |
| Center for Financial Planning, Inc. | 4,555 | $60.9K | 0.01% | +768+20.3% | Added |
| TD Waterhouse Canada Inc. | 4,542 | $60.7K | 0.00% | −175,101−97.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 4,545 | $60.7K | 0.02% | +4,545 | New |
| EverSource Wealth Advisors, LLC | 4,534 | $60.6K | 0.00% | −1,934−29.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,400 | $58.8K | 0.00% | +4,400 | New |
| Newbridge Financial Services Group, Inc. | 4,000 | $53.4K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3,696 | $49.4K | 0.00% | +46+1.3% | Added |
| Huntington National Bank | 3,592 | $48.0K | 0.00% | +400+12.5% | Added |
| Piscataqua Savings Bank | 3,500 | $46.8K | 0.03% | +500+16.7% | Added |
| VSM Wealth Advisory, LLC | 3,300 | $44.1K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 3,166 | $42.0K | 0.00% | −3,559−52.9% | Reduced |
| Capital Analysts, LLC | 3,051 | $41.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,020 | $40.3K | 0.00% | −15,093−83.3% | Reduced |
| Harbor Investment Advisory, LLC | 3,010 | $40.2K | 0.00% | +1,220+68.2% | Added |
| Anchor Investment Management, LLC | 2,400 | $32.1K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2,300 | $30.7K | 0.01% | 00.0% | Unchanged |
| 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 |
| Zions Bancorporation, National Association | 1,998 | $26.7K | 0.00% | +210+11.7% | Added |
| Silver Grove Financial Group, Inc. | 1,867 | $24.9K | 0.01% | +1,867 | New |
| Owl Creek Wealth Partners LLC | 1,825 | $24.4K | 0.01% | +75+4.3% | Added |
| V-Square Quantitative Management LLC | 1,809 | $24.2K | 0.00% | +1,809 | New |
| Cornerstone Planning Group LLC | 1,633 | $23.7K | 0.00% | −236−12.6% | Reduced |
| Toth Financial Advisory Corp | 1,678 | $22.4K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,623 | $21.7K | 0.00% | −1,337−45.2% | Reduced |
| Investment Research & Advisory Group, Inc. | 1,500 | $20.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Tower Research Capital LLC (TRC) | 1,232 | $16.5K | 0.00% | −2,185−63.9% | Reduced |
| Kemnay Advisory Services Inc. | 1,215 | $16.2K | 0.00% | +76+6.7% | Added |
| WPG Advisers, LLC | 1,177 | $15.7K | 0.01% | −2,955−71.5% | Reduced |
| Private Trust Co NA | 1,081 | $14.4K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1,058 | $14.1K | 0.01% | +242+29.7% | Added |
| Delos Wealth Advisors, LLC | 1,000 | $13.4K | 0.01% | −1,500−60.0% | Reduced |
| Rachor Investment Advisory Services, LLC | 1,000 | $13.4K | 0.01% | −224−18.3% | Reduced |
| HM Payson & Co | 1,000 | $13.4K | 0.00% | −200−16.7% | Reduced |
| Raelipskie Partnership | 1,000 | $13.4K | 0.01% | 00.0% | Unchanged |
| Downshift Financial, LLC | 1,000 | $13.4K | 0.01% | +1,000 | New |
| Bryn Mawr Trust Co | 973 | $13.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 964 | $12.9K | 0.00% | −57−5.6% | Reduced |
| Allianz SE | 940 | $12.6K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 900 | $12.0K | 0.01% | +900 | New |
| UMA Financial Services, Inc. | 868 | $11.6K | 0.00% | −3,020−77.7% | Reduced |
| Elequin Capital LP | 863 | $11.5K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 838 | $11.2K | 0.00% | +838 | New |
| Finley Financial, LLC | 771 | $10.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 750 | $10.0K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 750 | $10.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 742 | $9.91K | 0.00% | +332+81.0% | Added |
| Meeder Asset Management Inc | 719 | $9.61K | 0.00% | +173+31.7% | Added |
| Continuum Advisory, LLC | 719 | $9.61K | 0.00% | +719 | New |
| Golden State Wealth Management, LLC | 676 | $9.03K | 0.00% | +605+852.1% | Added |
| Quent Capital, LLC | 663 | $8.86K | 0.00% | −902−57.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 663 | $8.86K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 600 | $8.02K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 600 | $8.02K | 0.00% | +100+20.0% | Added |
| Avion Wealth | 600 | $8.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 581 | $7.76K | 0.00% | +88+17.8% | Added |
| Bell Investment Advisors, Inc | 574 | $7.67K | 0.00% | +364+173.3% | Added |
| Ankerstar Wealth, LLC | 560 | $7.48K | 0.01% | +1+0.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 550 | $7.35K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 535 | $7.15K | 0.00% | +436+440.4% | Added |
| Assetmark, Inc | 530 | $7.08K | 0.00% | −7,031−93.0% | Reduced |
| Winthrop Capital Management, LLC | 526 | $7.00K | 0.00% | +105+24.9% | Added |
| United Financial Planning Group LLC | 519 | $6.93K | 0.00% | +519 | New |
| PFS Partners, LLC | 518 | $6.92K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 500 | $6.68K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 500 | $6.68K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 500 | $6.68K | 0.00% | +500 | New |
| Action Point Financial Planning, LLC | 502 | $6.67K | 0.00% | +502 | New |
| Acumen Wealth Advisors, LLC | 479 | $6.40K | 0.00% | +69+16.8% | Added |
| Basecamp Wealth Advisors LLC | 431 | $5.76K | 0.00% | −170−28.3% | Reduced |
| Park Place Capital Corp | 420 | $5.61K | 0.00% | 00.0% | Unchanged |