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 |
|---|---|---|---|---|---|
| Carolina Wealth Advisors, LLC | 391 | $5.22K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 350 | $4.68K | 0.00% | +350 | New |
| Fifth Third Bancorp | 313 | $4.18K | 0.00% | −394−55.7% | Reduced |
| CX Institutional | 264 | $4.00K | 0.00% | −40−13.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 298 | $3.98K | 0.00% | +298 | New |
| True Wealth Design, LLC | 290 | $3.88K | 0.00% | +60+26.1% | Added |
| ZRC Wealth Management, LLC | 286 | $3.82K | 0.00% | +286 | New |
| Highline Wealth Partners LLC | 277 | $3.70K | 0.00% | −42−13.2% | Reduced |
| Adirondack Trust Co | 255 | $3.41K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 252 | $3.37K | 0.00% | −4,348−94.5% | Reduced |
| Whipplewood Advisors, LLC | 242 | $3.23K | 0.00% | −4,810−95.2% | Reduced |
| Grove Bank & Trust | 230 | $3.07K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 228 | $3.05K | 0.00% | +228 | New |
| Pin Oak Investment Advisors Inc | 257 | $3.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 214 | $2.86K | 0.00% | +214 | New |
| Cromwell Holdings LLC | 208 | $2.78K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 200 | $2.67K | 0.00% | 00.0% | Unchanged |
| Burnham & Co LLC | 193 | $2.58K | 0.00% | +193 | New |
| Spire Wealth Management | 182 | $2.43K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 182 | $2.43K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 174 | $2.33K | 0.00% | −135−43.7% | Reduced |
| Raleigh Capital Management Inc. | 173 | $2.31K | 0.00% | −148−46.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 172 | $2.30K | 0.00% | −3−1.7% | Reduced |
| Atlantic Trust, LLC | 136 | $1.82K | 0.00% | −95−41.1% | Reduced |
| Westfuller Advisors, LLC | 134 | $1.79K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 133 | $1.78K | 0.00% | +133 | New |
| Allied Private Wealth LLC | 131 | $1.75K | 0.00% | +131 | New |
| Dunhill Financial, LLC | 131 | $1.75K | 0.00% | +62+89.9% | Added |
| Rossby Financial, LCC | 129 | $1.72K | 0.00% | −1,215−90.4% | Reduced |
| Copia Wealth Management | 129 | $1.72K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 122 | $1.63K | 0.00% | +122 | New |
| SHP Wealth Management | 112 | $1.50K | 0.00% | −56−33.3% | Reduced |
| Country Trust Bank | 100 | $1.34K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $1.34K | 0.00% | +100 | New |
| Dogwood Wealth Management LLC | 99 | $1.32K | 0.00% | −63−38.9% | Reduced |
| Cornerstone Financial Management LLC | 94 | $1.26K | 0.00% | −197−67.7% | Reduced |
| Hughes Financial Services, LLC | 89 | $1.19K | 0.00% | −33−27.0% | Reduced |
| First Horizon Corp | 87 | $1.16K | 0.00% | −244−73.7% | Reduced |
| Phillip James Consulting Co. | 85 | $1.14K | 0.00% | +85 | New |
| CoreCap Advisors, LLC | 84 | $1.12K | 0.00% | +46+121.1% | Added |
| Truvestments Capital LLC | 80 | $1.07K | 0.00% | −4,493−98.3% | Reduced |
| Colonial Trust Advisors | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 60 | $801 | 0.00% | −5−7.7% | Reduced |
| Manchester Capital Management LLC | 51 | $682 | 0.00% | +2+4.1% | Added |
| Trust Co of Vermont | 50 | $668 | 0.00% | +50 | New |
| Los Angeles Capital Management LLC | 46 | $615 | 0.00% | −4,849,752−100.0% | Reduced |
| Investors Portfolio Services LLC | 40 | $534 | 0.00% | +40 | New |
| South State Corp. | 35 | $468 | 0.00% | −10−22.2% | Reduced |
| Trust Co | 33 | $441 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 25 | $334 | 0.00% | −3−10.7% | Reduced |
| GHP Investment Advisors, Inc. | 25 | $334 | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 16 | $215 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $214 | 0.00% | −10−38.5% | Reduced |
| Stone House Investment Management, LLC | 13 | $174 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 12 | $160 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $134 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 10 | $134 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 10 | $134 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 4 | $54 | 0.00% | +4 | New |
| Horizon Investments, LLC | 28,588 | – | – | +2,200+8.3% | Added |
| Vinland Capital Management Gestora de Recursos LTDA. | 0 | $0 | 0.00% | −509−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −6,947,307−100.0% | Sold out |
| Avala Global LP | 0 | $0 | 0.00% | −4,965,100−100.0% | Sold out |
| Navi International - Administradora e Gestora de Recursos Financeiros Ltda. | 0 | $0 | 0.00% | −4,008,517−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −2,569,755−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −1,690,547−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −1,622,929−100.0% | Sold out |
| Genoa Capital Gestora de Recursos Ltda. | 0 | $0 | 0.00% | −1,437,913−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −1,365,194−100.0% | Sold out |
| Hamilton Lane Advisors LLC | 0 | $0 | 0.00% | −1,320,189−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −1,083,731−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −999,000−100.0% | Sold out |
| Absolute Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −961,608−100.0% | Sold out |
| Glynn Capital Management LLC | 0 | $0 | 0.00% | −899,277−100.0% | Sold out |
| Jordan Park Group LLC | 0 | $0 | 0.00% | −854,421−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −832,856−100.0% | Sold out |
| Aubrey Capital Management Ltd | 0 | $0 | 0.00% | −818,300−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −772,786−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −740,826−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −675,000−100.0% | Sold out |
| Sagil Capital LLP | 0 | $0 | 0.00% | −600,000−100.0% | Sold out |
| Sylebra Capital LLC | 0 | $0 | 0.00% | −466,419−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −436,531−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −436,488−100.0% | Sold out |
| Kids Capital Management, L.P. | 0 | $0 | 0.00% | −420,000−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −382,500−100.0% | Sold out |
| Parametrica Management Ltd | 0 | $0 | 0.00% | −378,280−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −368,700−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −364,456−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −360,733−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −315,404−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −298,428−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −293,439−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −261,031−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −256,043−100.0% | Sold out |
| ABS Direct Equity Fund LLC | 0 | $0 | 0.00% | −247,700−100.0% | Sold out |
| JGP Global Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −235,574−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −234,984−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −234,510−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −200,814−100.0% | Sold out |