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 2 季 13F 持有人
Nu Holdings Ltd. 在 2023/6/30 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
- 351
- 較 2023 年第 1 季 +50 家
- 持有股數
- 25.6 億
- 較 2023 年第 1 季 +9,473 萬 (+3.8%)
- 總市值
- $202.0 億
- 較 2023 年第 1 季 +$84.8 億 (+72.3%)
- 新進機構
- 89
- 另有 103 家加碼
- 清倉機構
- 39
- 另有 96 家減碼
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 2 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 2023 年第 1 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 | $8 | 0.00% | 00.0% | 不變 |
| Investors Research Corp | 20 | $158 | 0.00% | 00.0% | 不變 |
| WFA of San Diego, LLC | 25 | $198 | 0.00% | +25 | 新進 |
| Parkside Financial Bank & Trust | 32 | $253 | 0.00% | +32 | 新進 |
| Financial Avengers, Inc. | 64 | $505 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 162 | $1,279 | 0.00% | +162 | 新進 |
| Global Retirement Partners, LLC | 179 | $1,412 | 0.00% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 195 | $1,539 | 0.00% | −3,106,900−100.0% | 減碼 |
| EverSource Wealth Advisors, LLC | 206 | $1,625 | 0.00% | +107+108.1% | 加碼 |
| Beacon Capital Management, LLC | 300 | $2,367 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 311 | $2,454 | 0.00% | +311 | 新進 |
| Spire Wealth Management | 400 | $3,156 | 0.00% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 477 | $3,764 | 0.00% | +477 | 新進 |
| Coppell Advisory Solutions LLC | 500 | $3,895 | 0.00% | +500 | 新進 |
| Ritter Daniher Financial Advisory LLC | 500 | $3,945 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 1,091 | $4,441 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 575 | $4,537 | 0.00% | +575 | 新進 |
| GPS Wealth Strategies Group, LLC | 1,000 | $7,890 | 0.00% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,019 | $8,040 | 0.00% | 00.0% | 不變 |
| Psagot Value Holdings Ltd. / (Israel) | 1,128 | $9,000 | 0.00% | +1,128 | 新進 |
| Glass Jacobson Investment Advisors llc | 1,300 | $1.03 萬 | 0.00% | +1,300 | 新進 |
| Lee Financial Co | 1,720 | $1.36 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,444 | $1.49 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 1,942 | $1.50 萬 | 0.00% | +1,149+144.9% | 加碼 |
| Emfo, LLC | 1,933 | $1.53 萬 | 0.01% | 00.0% | 不變 |
| PFS Partners, LLC | 2,000 | $1.58 萬 | 0.01% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 2,271 | $1.79 萬 | 0.00% | −129,978−98.3% | 減碼 |
| Piscataqua Savings Bank | 2,500 | $1.97 萬 | 0.02% | 00.0% | 不變 |
| National Bank of Canada | 2,931 | $2.31 萬 | 0.00% | −77,569−96.4% | 減碼 |
| Credit Agricole S A | 3,000 | $2.37 萬 | 0.00% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 3,285 | $2.61 萬 | 0.00% | +935+39.8% | 加碼 |
| MRP Capital Investments, LLC | 3,900 | $3.08 萬 | 0.03% | +1,500+62.5% | 加碼 |
| Amundi | 4,184 | $3.33 萬 | 0.00% | +1,252+42.7% | 加碼 |
| Harbor Investment Advisory, LLC | 4,666 | $3.68 萬 | 0.01% | −251−5.1% | 減碼 |
| Ancora Advisors, LLC | 5,712 | $4.51 萬 | 0.00% | +1,400+32.5% | 加碼 |
| Ridgewood Investments LLC | 5,715 | $4.51 萬 | 0.03% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 6,081 | $4.80 萬 | 0.00% | +1,641+37.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 6,500 | $5.13 萬 | 0.00% | −1,000−13.3% | 減碼 |
| Newbridge Financial Services Group, Inc. | 8,000 | $6.31 萬 | 0.03% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 8,989 | $7.09 萬 | 0.00% | +8,989 | 新進 |
| Antipodes Partners Ltd | 9,637 | $7.60 萬 | 0.00% | −6,514−40.3% | 減碼 |
| Verdence Capital Advisors LLC | 10,000 | $7.89 萬 | 0.01% | 00.0% | 不變 |
| Symmetry Peak Management LLC | 10,000 | $7.89 萬 | 0.17% | +10,000 | 新進 |
| Stokes Family Office, LLC | 10,000 | $7.89 萬 | 0.01% | +10,000 | 新進 |
| Zacks Investment Management | 10,091 | $7.96 萬 | 0.00% | +10,091 | 新進 |
| Wellington Management Group LLP | 10,385 | $8.19 萬 | 0.00% | −941,539−98.9% | 減碼 |
| Captrust Financial Advisors | 10,442 | $8.24 萬 | 0.00% | +10,442 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,469 | $8.26 萬 | 0.00% | −2,450−19.0% | 減碼 |
| Los Angeles Capital Management LLC | 10,494 | $8.28 萬 | 0.00% | 00.0% | 不變 |
| Impact Partnership Wealth, LLC | 10,802 | $8.52 萬 | 0.03% | +10,802 | 新進 |
| Gladstone Institutional Advisory LLC | 10,869 | $8.58 萬 | 0.01% | +10,869 | 新進 |
| AE Wealth Management LLC | 11,969 | $9.44 萬 | 0.00% | +11,969 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 12,239 | $9.66 萬 | 0.00% | −443−3.5% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,256 | $9.67 萬 | 0.00% | −788−6.0% | 減碼 |
| Jupiter Asset Management Ltd | 12,284 | $9.69 萬 | 0.00% | +12,284 | 新進 |
| Metis Global Partners, LLC | 12,581 | $9.93 萬 | 0.01% | +348+2.8% | 加碼 |
| Green Square Capital Advisors LLC | 13,015 | $10.3 萬 | 0.01% | 00.0% | 不變 |
| GFS Advisors, LLC | 13,215 | $10.4 萬 | 0.02% | 00.0% | 不變 |
| CIBC World Markets Inc. | 13,773 | $10.9 萬 | 0.00% | −42,821−75.7% | 減碼 |
| Private Wealth Partners, LLC | 13,900 | $11.0 萬 | 0.01% | 00.0% | 不變 |
| Financial Perspectives, Inc | 14,098 | $11.1 萬 | 0.05% | +1,947+16.0% | 加碼 |
| Callan Family Office, LLC | 14,100 | $11.1 萬 | 0.03% | 00.0% | 不變 |
| Cetera Investment Advisers | 14,209 | $11.2 萬 | 0.00% | −2,398−14.4% | 減碼 |
| Quarry LP | 14,274 | $11.3 萬 | 0.07% | +14,274 | 新進 |
| Lincoln National Corp | 14,409 | $11.4 萬 | 0.00% | 00.0% | 不變 |
| Leonteq Securities AG | 14,628 | $11.5 萬 | 0.01% | +163+1.1% | 加碼 |
| Kestra Advisory Services, LLC | 14,884 | $11.7 萬 | 0.00% | −1,377−8.5% | 減碼 |
| Brown Advisory Inc | 14,951 | $11.8 萬 | 0.00% | −34,820−70.0% | 減碼 |
| Man Group plc | 15,077 | $11.9 萬 | 0.00% | +15,077 | 新進 |
| Centiva Capital, LP | 15,770 | $12.4 萬 | 0.01% | +15,770 | 新進 |
| Belpointe Asset Management LLC | 16,532 | $13.0 萬 | 0.01% | +11,532+230.6% | 加碼 |
| Fortis Capital Advisors, LLC | 16,532 | $13.0 萬 | 0.08% | +16,532 | 新進 |
| Shufro Rose & Co LLC | 17,045 | $13.4 萬 | 0.01% | 00.0% | 不變 |
| DDD Partners, LLC | 17,529 | $13.8 萬 | 0.02% | 00.0% | 不變 |
| Pekin Hardy Strauss, Inc. | 18,000 | $14.2 萬 | 0.02% | −1,200−6.3% | 減碼 |
| Banco Santander, S.A. | 18,336 | $14.5 萬 | 0.00% | 00.0% | 不變 |
| Engineers Gate Manager LP | 18,533 | $14.6 萬 | 0.01% | −176,648−90.5% | 減碼 |
| Evergreen Capital Management LLC | 18,661 | $14.7 萬 | 0.01% | +2,864+18.1% | 加碼 |
| Landscape Capital Management, L.L.C. | 19,657 | $15.5 萬 | 0.02% | +19,657 | 新進 |
| Yousif Capital Management, LLC | 19,736 | $15.6 萬 | 0.00% | +19,736 | 新進 |
| Federation des caisses Desjardins du Quebec | 20,000 | $15.8 萬 | 0.00% | 00.0% | 不變 |
| Cigna Investments Inc | 20,325 | $16.0 萬 | 0.03% | +20,325 | 新進 |
| LPL Financial LLC | 20,495 | $16.2 萬 | 0.00% | +5,384+35.6% | 加碼 |
| Quantamental Technologies LLC | 21,006 | $16.6 萬 | 0.07% | +21,006 | 新進 |
| Vident Investment Advisory, LLC | 21,357 | $16.9 萬 | 0.01% | +21,357 | 新進 |
| Axq Capital, LP | 21,600 | $17.0 萬 | 0.21% | +21,600 | 新進 |
| Blueshift Asset Management, LLC | 21,834 | $17.2 萬 | 0.07% | +21,834 | 新進 |
| Kovack Advisors, Inc. | 22,210 | $17.5 萬 | 0.02% | +22,210 | 新進 |
| JustInvest LLC | 23,287 | $18.4 萬 | 0.01% | +1,358+6.2% | 加碼 |
| Warther Private Wealth, LLC | 23,309 | $18.4 萬 | 0.12% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 23,861 | $18.8 萬 | 0.01% | +23,861 | 新進 |
| Davenport & Co LLC | 25,500 | $20.1 萬 | 0.00% | −75,000−74.6% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 26,345 | $20.8 萬 | 0.00% | −17,911−40.5% | 減碼 |
| Integrated Wealth Concepts LLC | 26,412 | $20.8 萬 | 0.00% | −11,862−31.0% | 減碼 |
| Delta Asset Management LLC | 27,588 | $21.8 萬 | 0.02% | 00.0% | 不變 |
| Raymond James & Associates | 27,885 | $22.0 萬 | 0.00% | −39,122−58.4% | 減碼 |
| Cornerstone Wealth Group, LLC | 28,073 | $22.1 萬 | 0.04% | +6,572+30.6% | 加碼 |
| EPIQ Capital Group, LLC | 28,684 | $22.6 萬 | 0.12% | +18,632+185.4% | 加碼 |
| HAP Trading, LLC | 28,957 | $22.8 萬 | 0.06% | +28,957 | 新進 |