Nu Holdings Ltd.
NU- 交易所
- NYSE
- 產業
- Finance Services
- SEC CIK
- 0001691493
近 90 天，Nu Holdings Ltd. 內部人申報 0 筆公開市場買進、3 筆賣出；2026 年第 2 季末有 860 家機構在 13F 申報持有，市值合計 $385.4 億；孤松資本、D1 資本等 6 位大師持有。
2023 年第 1 季 13F 持有人
Nu Holdings Ltd. 在 2023/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 301
- 較 2022 年第 4 季 +39 家
- 持有股數
- 24.7 億
- 較 2022 年第 4 季 +2,885 萬 (+1.2%)
- 總市值
- $117.3 億
- 較 2022 年第 4 季 +$18.1 億 (+18.2%)
- 新進機構
- 76
- 另有 107 家加碼
- 清倉機構
- 37
- 另有 57 家減碼
另有 2 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 NU 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 860 | $385.4 億 |
| 2026 年第 1 季 | 905 | $412.8 億 |
| 2025 年第 4 季 | 874 | $481.3 億 |
| 2025 年第 3 季 | 802 | $442.7 億 |
| 2025 年第 2 季 | 784 | $378.5 億 |
| 2025 年第 1 季 | 733 | $288.1 億 |
| 2024 年第 4 季 | 711 | $300.9 億 |
| 2024 年第 3 季 | 652 | $411.2 億 |
| 2024 年第 2 季 | 608 | $361.8 億 |
| 2024 年第 1 季 | 574 | $318.5 億 |
| 2023 年第 4 季 | 497 | $218.4 億 |
| 2023 年第 3 季 | 403 | $186.0 億 |
| 2023 年第 2 季 | 351 | $202.0 億 |
| 2023 年第 1 季 | 301 | $117.3 億 |
| 2022 年第 4 季 | 264 | $99.3 億 |
| 2022 年第 3 季 | 252 | $97.1 億 |
| 2022 年第 2 季 | 202 | $84.8 億 |
| 2022 年第 1 季 | 135 | $179.8 億 |
| 2021 年第 4 季 | 134 | $214.1 億 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2023 年第 1 季持有機構
每家機構持有 Nu Holdings Ltd. 的股數、市值與佔組合比重；股數變化跟 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 80 | $0 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 1 | $5 | 0.00% | 00.0% | 不變 |
| Investors Research Corp | 20 | $95 | 0.00% | 00.0% | 不變 |
| Financial Avengers, Inc. | 64 | $305 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 99 | $471 | 0.00% | +99 | 新進 |
| Sound Income Strategies, LLC | 121 | $576 | 0.00% | +121 | 新進 |
| Global Retirement Partners, LLC | 179 | $927 | 0.00% | +4+2.3% | 加碼 |
| Beacon Capital Management, LLC | 300 | $1,428 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 400 | $1,904 | 0.00% | 00.0% | 不變 |
| Ritter Daniher Financial Advisory LLC | 500 | $2,380 | 0.00% | +500 | 新進 |
| ICA Group Wealth Management, LLC | 700 | $3,332 | 0.00% | +700 | 新進 |
| Gradient Investments LLC | 757 | $3,603 | 0.00% | +695+1,121.0% | 加碼 |
| CWM, LLC | 793 | $4,000 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 1,091 | $4,441 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 1,000 | $4,760 | 0.00% | +1,000 | 新進 |
| Geneos Wealth Management Inc. | 1,000 | $4,760 | 0.00% | +1,000 | 新進 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,019 | $4,850 | 0.00% | +1,019 | 新進 |
| Lee Financial Co | 1,720 | $8,188 | 0.00% | +1,720 | 新進 |
| Emfo, LLC | 1,933 | $9,202 | 0.01% | 00.0% | 不變 |
| PFS Partners, LLC | 2,000 | $9,520 | 0.01% | +2,000 | 新進 |
| TD Waterhouse Canada Inc. | 2,350 | $1.06 萬 | 0.00% | +150+6.8% | 加碼 |
| MRP Capital Investments, LLC | 2,400 | $1.14 萬 | 0.01% | +2,400 | 新進 |
| Piscataqua Savings Bank | 2,500 | $1.19 萬 | 0.01% | +2,500 | 新進 |
| Amundi | 2,932 | $1.31 萬 | 0.00% | +750+34.4% | 加碼 |
| Credit Agricole S A | 3,000 | $1.43 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,444 | $1.49 萬 | 0.00% | −249−14.7% | 減碼 |
| Advisory Services Network, LLC | 3,538 | $1.68 萬 | 0.00% | +12+0.3% | 加碼 |
| Ancora Advisors, LLC | 4,312 | $2.05 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 4,440 | $2.11 萬 | 0.00% | −959−17.8% | 減碼 |
| Harbor Investment Advisory, LLC | 4,917 | $2.34 萬 | 0.00% | +4,917 | 新進 |
| Belpointe Asset Management LLC | 5,000 | $2.38 萬 | 0.00% | 00.0% | 不變 |
| Ridgewood Investments LLC | 5,715 | $2.72 萬 | 0.02% | +5,715 | 新進 |
| Toth Financial Advisory Corp | 6,000 | $2.86 萬 | 0.00% | +2,000+50.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 7,500 | $3.57 萬 | 0.00% | −54,000−87.8% | 減碼 |
| Newbridge Financial Services Group, Inc. | 8,000 | $3.81 萬 | 0.02% | +5,000+166.7% | 加碼 |
| Prudential Financial Inc | 10,000 | $4.76 萬 | 0.00% | +10,000 | 新進 |
| Verdence Capital Advisors LLC | 10,000 | $4.76 萬 | 0.01% | +10,000 | 新進 |
| EPIQ Capital Group, LLC | 10,052 | $4.78 萬 | 0.03% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 10,494 | $5.00 萬 | 0.00% | +10,494 | 新進 |
| Allen Capital Group, LLC | 10,500 | $5.00 萬 | 0.01% | +10,500 | 新進 |
| Clare Market Investments LLC | 10,500 | $5.00 萬 | 0.02% | +10,500 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 11,323 | $5.39 萬 | 0.00% | +2,071+22.4% | 加碼 |
| Cubist Systematic Strategies, LLC | 12,140 | $5.78 萬 | 0.00% | −642,693−98.1% | 減碼 |
| Financial Perspectives, Inc | 12,151 | $5.78 萬 | 0.03% | 00.0% | 不變 |
| Metis Global Partners, LLC | 12,233 | $5.82 萬 | 0.00% | +12,233 | 新進 |
| Twinbeech Capital LP | 12,525 | $5.96 萬 | 0.00% | +12,525 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 12,682 | $6.04 萬 | 0.00% | −5,656−30.8% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,919 | $6.15 萬 | 0.00% | +2,892+28.8% | 加碼 |
| Green Square Capital Advisors LLC | 13,015 | $6.20 萬 | 0.01% | +13,015 | 新進 |
| Ground Swell Capital, LLC | 13,031 | $6.20 萬 | 0.10% | +13,031 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,044 | $6.21 萬 | 0.00% | 00.0% | 不變 |
| GFS Advisors, LLC | 13,215 | $6.30 萬 | 0.01% | 00.0% | 不變 |
| Private Wealth Partners, LLC | 13,900 | $6.62 萬 | 0.01% | 00.0% | 不變 |
| FFT Wealth Management LLC | 14,050 | $6.69 萬 | 0.01% | 00.0% | 不變 |
| Callan Family Office, LLC | 14,100 | $6.71 萬 | 0.02% | 00.0% | 不變 |
| Lincoln National Corp | 14,409 | $6.86 萬 | 0.00% | +14,409 | 新進 |
| Leonteq Securities AG | 14,465 | $6.89 萬 | 0.01% | −1,900−11.6% | 減碼 |
| LPL Financial LLC | 15,111 | $7.19 萬 | 0.00% | +15,111 | 新進 |
| Evergreen Capital Management LLC | 15,797 | $7.52 萬 | 0.00% | +3,966+33.5% | 加碼 |
| Antipodes Partners Ltd | 16,151 | $7.60 萬 | 0.00% | +16,151 | 新進 |
| Kestra Advisory Services, LLC | 16,261 | $7.74 萬 | 0.00% | +1,844+12.8% | 加碼 |
| Cetera Investment Advisers | 16,607 | $7.90 萬 | 0.00% | +16,607 | 新進 |
| Shufro Rose & Co LLC | 17,045 | $8.11 萬 | 0.01% | 00.0% | 不變 |
| DDD Partners, LLC | 17,529 | $8.34 萬 | 0.01% | 00.0% | 不變 |
| Banco Santander, S.A. | 18,336 | $8.73 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 18,818 | $8.96 萬 | 0.00% | 00.0% | 不變 |
| Pekin Hardy Strauss, Inc. | 19,200 | $9.14 萬 | 0.01% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 20,000 | $9.52 萬 | 0.00% | −1,000−4.8% | 減碼 |
| LWM Advisory Services, LLC | 20,592 | $9.80 萬 | 0.10% | −12,262−37.3% | 減碼 |
| Cornerstone Wealth Group, LLC | 21,501 | $10.2 萬 | 0.02% | +3,286+18.0% | 加碼 |
| Ossiam | 21,572 | $10.3 萬 | 0.00% | +21,572 | 新進 |
| First Trust Advisors LP | 21,900 | $10.4 萬 | 0.00% | −10,006−31.4% | 減碼 |
| JustInvest LLC | 21,929 | $10.4 萬 | 0.00% | +1,406+6.9% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 22,761 | $10.8 萬 | 0.00% | +3,110+15.8% | 加碼 |
| Shen Neil Nanpeng | 23,264 | $11.1 萬 | 3.94% | +10,852+87.4% | 加碼 |
| Warther Private Wealth, LLC | 23,309 | $11.1 萬 | 0.08% | −6,225−21.1% | 減碼 |
| Pearl River Capital, LLC | 23,691 | $11.3 萬 | 0.02% | +23,691 | 新進 |
| Rhumbline Advisers | 24,097 | $11.5 萬 | 0.00% | +24,097 | 新進 |
| Wade G W & Inc | 24,602 | $11.7 萬 | 0.00% | −12,301−33.3% | 減碼 |
| Salvus Wealth Management, LLC | 27,000 | $12.9 萬 | 0.10% | +27,000 | 新進 |
| Delta Asset Management LLC | 27,588 | $13.1 萬 | 0.01% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 28,989 | $13.8 萬 | 0.00% | +8,214+39.5% | 加碼 |
| SG Americas Securities, LLC | 30,065 | $14.3 萬 | 0.00% | −20,720−40.8% | 減碼 |
| Claro Advisors LLC | 30,402 | $14.5 萬 | 0.04% | −6,210−17.0% | 減碼 |
| Yorktown Management & Research Co Inc | 31,700 | $15.1 萬 | 0.16% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 33,013 | $15.7 萬 | 0.00% | +33,013 | 新進 |
| Vontobel Holding Ltd. | 34,306 | $16.3 萬 | 0.00% | −22,834−40.0% | 減碼 |
| Harbour Capital Advisors, LLC | 35,000 | $16.7 萬 | 0.05% | +35,000 | 新進 |
| Handelsbanken Fonder AB | 36,400 | $17.3 萬 | 0.00% | 00.0% | 不變 |
| Orion Portfolio Solutions, LLC | 36,709 | $17.5 萬 | 0.00% | +1,709+4.9% | 加碼 |
| Brinker Capital Investments, LLC | 36,709 | $17.5 萬 | 0.00% | +36,709 | 新進 |
| Integrated Wealth Concepts LLC | 38,274 | $18.2 萬 | 0.00% | +38,274 | 新進 |
| Sea Otter Advisors LLC | 38,500 | $18.3 萬 | 0.12% | +38,500 | 新進 |
| Guggenheim Capital LLC | 38,599 | $18.4 萬 | 0.00% | +38,599 | 新進 |
| Schonfeld Strategic Advisors LLC | 39,000 | $18.6 萬 | 0.00% | +39,000 | 新進 |
| IPG Investment Advisors LLC | 39,200 | $18.7 萬 | 0.04% | +39,200 | 新進 |
| Crossmark Global Holdings, Inc. | 39,622 | $18.8 萬 | 0.00% | +39,622 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 44,256 | $21.1 萬 | 0.00% | +3,117+7.6% | 加碼 |
| Resources Investment Advisors, LLC. | 45,000 | $21.4 萬 | 0.01% | +1,700+3.9% | 加碼 |
| Mackenzie Financial Corp | 47,771 | $22.7 萬 | 0.00% | +47,771 | 新進 |