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。
2024 年第 1 季 13F 持有人
Nu Holdings Ltd. 在 2024/3/31 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
- 574
- 較 2023 年第 4 季 +81 家
- 持有股數
- 26.7 億
- 較 2023 年第 4 季 +4,854 萬 (+1.9%)
- 總市值
- $318.5 億
- 較 2023 年第 4 季 +$100.1 億 (+45.8%)
- 新進機構
- 150
- 另有 212 家加碼
- 清倉機構
- 69
- 另有 153 家減碼
另有 4 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Rakuten Securities, Inc. | 12,489 | $14.9 萬 | 0.07% | +12,489 | 新進 |
| Aptus Capital Advisors, LLC | 12,506 | $14.9 萬 | 0.00% | +1,874+17.6% | 加碼 |
| Metis Global Partners, LLC | 12,555 | $15.0 萬 | 0.01% | −529−4.0% | 減碼 |
| Fox Run Management, L.L.C. | 12,603 | $15.0 萬 | 0.03% | −31,893−71.7% | 減碼 |
| EPIQ Capital Group, LLC | 12,605 | $15.0 萬 | 0.06% | +12,605 | 新進 |
| Simplicity Wealth,LLC | 12,716 | $15.2 萬 | 0.00% | +12,716 | 新進 |
| Bleakley Financial Group, LLC | 12,716 | $15.2 萬 | 0.00% | +12,716 | 新進 |
| Northwestern Mutual Wealth Management Co | 12,766 | $15.2 萬 | 0.00% | +28+0.2% | 加碼 |
| Los Angeles Capital Management LLC | 12,782 | $15.2 萬 | 0.00% | 00.0% | 不變 |
| Green Square Capital Advisors LLC | 13,015 | $15.5 萬 | 0.02% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 13,281 | $15.8 萬 | 0.00% | +1,976+17.5% | 加碼 |
| Quantinno Capital Management LP | 13,293 | $15.9 萬 | 0.00% | +1,022+8.3% | 加碼 |
| Harbour Investment Management LLC | 13,353 | $15.9 萬 | 0.07% | +2,265+20.4% | 加碼 |
| SRS Capital Advisors, Inc. | 13,721 | $16.4 萬 | 0.02% | +13,685+38,013.9% | 加碼 |
| Private Wealth Partners, LLC | 13,900 | $16.6 萬 | 0.01% | 00.0% | 不變 |
| Merit Financial Group, LLC | 14,448 | $16.9 萬 | 0.00% | +14,448 | 新進 |
| Seldon Capital LP | 14,220 | $17.0 萬 | 0.10% | 00.0% | 不變 |
| Umb Bank N A | 14,329 | $17.1 萬 | 0.00% | +7,741+117.5% | 加碼 |
| Americana Partners, LLC | 14,334 | $17.1 萬 | 0.01% | 00.0% | 不變 |
| Savant Capital, LLC | 14,627 | $17.5 萬 | 0.00% | +14,627 | 新進 |
| Newfoundland Capital Management | 15,000 | $17.9 萬 | 1.89% | +15,000 | 新進 |
| Wedbush Securities Inc | 15,574 | $18.6 萬 | 0.01% | +15,574 | 新進 |
| Leonteq Securities AG | 15,887 | $19.0 萬 | 0.03% | +4,559+40.2% | 加碼 |
| Vident Advisory, LLC | 15,935 | $19.0 萬 | 0.00% | −6,425−28.7% | 減碼 |
| Caption Management, LLC | 16,000 | $19.1 萬 | 0.02% | +16,000 | 新進 |
| Fortis Capital Management LLC | 16,258 | $19.4 萬 | 0.05% | −1,936−10.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 16,610 | $19.8 萬 | 0.00% | −3,455−17.2% | 減碼 |
| Atlanta Consulting Group Advisors, LLC | 16,740 | $20.0 萬 | 0.07% | +16,740 | 新進 |
| Shufro Rose & Co LLC | 17,045 | $20.3 萬 | 0.02% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 17,200 | $20.5 萬 | 0.00% | +17,200 | 新進 |
| Insigneo Advisory Services, LLC | 17,431 | $20.8 萬 | 0.02% | +17,431 | 新進 |
| Brown Advisory Inc | 17,446 | $20.8 萬 | 0.00% | +3,495+25.1% | 加碼 |
| First Western Trust Bank | 17,589 | $21.0 萬 | 0.01% | +6,596+60.0% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 17,764 | $21.2 萬 | 0.03% | +17,764 | 新進 |
| D.A. Davidson & Co. | 17,963 | $21.4 萬 | 0.00% | +17,963 | 新進 |
| Zacks Investment Management | 17,987 | $21.5 萬 | 0.00% | −273,128−93.8% | 減碼 |
| Chicago Trust Co NA | 18,227 | $21.7 萬 | 0.04% | −1,064−5.5% | 減碼 |
| Resona Asset Management Co.,Ltd. | 18,273 | $21.8 萬 | 0.00% | +18,273 | 新進 |
| Park National Corp | 18,344 | $21.9 萬 | 0.01% | +18,344 | 新進 |
| MRP Capital Investments, LLC | 18,400 | $22.0 萬 | 0.22% | +18,400 | 新進 |
| Advisor OS, LLC | 18,409 | $22.0 萬 | 0.03% | +18,409 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,647 | $22.1 萬 | 0.00% | +974+5.5% | 加碼 |
| Jessup Wealth Management, Inc | 18,620 | $22.2 萬 | 0.10% | +18,620 | 新進 |
| Aspen Grove Capital, LLC | 19,183 | $22.9 萬 | 0.06% | +19,183 | 新進 |
| Pinkerton Retirement Specialists, LLC | 19,229 | $22.9 萬 | 0.04% | +3,139+19.5% | 加碼 |
| Seven Mile Advisory | 19,249 | $23.0 萬 | 0.17% | +7,824+68.5% | 加碼 |
| OneAscent Wealth Management LLC | 19,277 | $23.0 萬 | 0.09% | −1,172−5.7% | 減碼 |
| Comgest Global Investors S.A.S. | 19,338 | $23.1 萬 | 0.00% | +19,338 | 新進 |
| Wedmont Private Capital | 19,764 | $23.4 萬 | 0.02% | +2,089+11.8% | 加碼 |
| Granite Group Advisors, LLC | 19,772 | $23.6 萬 | 0.16% | 00.0% | 不變 |
| Cigna Investments Inc | 20,437 | $24.4 萬 | 0.05% | −375−1.8% | 減碼 |
| Banco Santander, S.A. | 20,784 | $24.8 萬 | 0.00% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,951 | $25.0 萬 | 0.00% | −1,826−8.0% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 21,440 | $25.6 萬 | 0.01% | +21,440 | 新進 |
| Oak Thistle LLC | 21,739 | $25.9 萬 | 0.23% | −15,330−41.4% | 減碼 |
| Savvy Advisors, Inc. | 21,896 | $26.1 萬 | 0.15% | +21,896 | 新進 |
| Delta Asset Management LLC | 22,000 | $26.2 萬 | 0.02% | −1,411−6.0% | 減碼 |
| Parus Finance (UK) Ltd | 22,265 | $26.6 萬 | 0.10% | +22,265 | 新進 |
| Antipodes Partners Ltd | 22,378 | $26.7 萬 | 0.01% | −7,271−24.5% | 減碼 |
| Diametric Capital, LP | 23,371 | $27.9 萬 | 0.15% | −26,058−52.7% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 23,561 | $28.1 萬 | 0.01% | 00.0% | 不變 |
| Cary Street Partners Asset Management LLC | 23,561 | $28.1 萬 | 0.04% | 00.0% | 不變 |
| OneAscent Financial Services LLC | 24,242 | $28.9 萬 | 0.03% | −152−0.6% | 減碼 |
| Coldstream Capital Management Inc | 24,659 | $29.4 萬 | 0.01% | +24,659 | 新進 |
| Integrated Wealth Concepts LLC | 24,827 | $29.6 萬 | 0.00% | +24,827 | 新進 |
| Claro Advisors LLC | 25,099 | $29.9 萬 | 0.05% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 25,277 | $30.2 萬 | 0.01% | +25,277 | 新進 |
| Davenport & Co LLC | 25,500 | $30.4 萬 | 0.00% | 00.0% | 不變 |
| Financial Perspectives, Inc | 25,584 | $30.5 萬 | 0.12% | +2,692+11.8% | 加碼 |
| Yousif Capital Management, LLC | 26,833 | $32.0 萬 | 0.00% | +2,641+10.9% | 加碼 |
| Davy Global Fund Management Ltd | 26,919 | $32.1 萬 | 0.04% | −1,799−6.3% | 減碼 |
| New Vernon Investment Management LLC | 27,624 | $33.0 萬 | 0.28% | +27,624 | 新進 |
| Numerai GP LLC | 27,923 | $33.3 萬 | 0.14% | +27,923 | 新進 |
| Triumph Capital Management | 28,789 | $34.0 萬 | 0.14% | −4,433−13.3% | 減碼 |
| IFP Advisors, Inc | 29,438 | $35.1 萬 | 0.02% | +16,843+133.7% | 加碼 |
| JustInvest LLC | 29,525 | $35.2 萬 | 0.01% | +2,766+10.3% | 加碼 |
| Equitable Holdings, Inc. | 29,613 | $35.3 萬 | 0.00% | +100+0.3% | 加碼 |
| Evergreen Capital Management LLC | 29,704 | $35.4 萬 | 0.01% | +2,208+8.0% | 加碼 |
| Advisory Services Network, LLC | 29,754 | $35.5 萬 | 0.01% | +20,039+206.3% | 加碼 |
| Schwab Charitable Fund | 30,231 | $36.1 萬 | 0.01% | +30,231 | 新進 |
| Advisors Asset Management, Inc. | 30,314 | $36.2 萬 | 0.01% | +7,717+34.2% | 加碼 |
| Ossiam | 30,449 | $36.3 萬 | 0.01% | +30,449 | 新進 |
| Ellevest, Inc. | 30,582 | $36.5 萬 | 0.02% | +4,001+15.1% | 加碼 |
| Verdence Capital Advisors LLC | 30,624 | $36.5 萬 | 0.03% | +14,107+85.4% | 加碼 |
| Hall Kathryn A. | 30,893 | $36.9 萬 | 0.08% | +30,893 | 新進 |
| Convergence Investment Partners, LLC | 32,049 | $38.2 萬 | 0.15% | +32,049 | 新進 |
| Park Avenue Securities LLC | 32,422 | $38.7 萬 | 0.00% | +32,422 | 新進 |
| American International Group, Inc. | 32,786 | $39.1 萬 | 0.00% | −372−1.1% | 減碼 |
| Hamilton Capital Partners Inc. | 34,600 | $41.3 萬 | 0.05% | 00.0% | 不變 |
| Congress Wealth Management LLC | 35,109 | $41.9 萬 | 0.01% | +35,109 | 新進 |
| Boothbay Fund Management, LLC | 35,179 | $42.0 萬 | 0.01% | +13,398+61.5% | 加碼 |
| Kestra Advisory Services, LLC | 35,259 | $42.1 萬 | 0.00% | +19,450+123.0% | 加碼 |
| Sheets Smith Wealth Management | 35,386 | $42.2 萬 | 0.05% | +35,386 | 新進 |
| Marcum Wealth, LLC | 36,285 | $43.3 萬 | 0.04% | −36−0.1% | 減碼 |
| Capula Management Ltd | 37,424 | $44.6 萬 | 0.02% | +37,424 | 新進 |
| Scientech Research LLC | 37,475 | $44.7 萬 | 0.24% | +37,475 | 新進 |
| Alpine Global Management, LLC | 37,682 | $45.0 萬 | 0.09% | +37,682 | 新進 |
| Cornerstone Wealth Group, LLC | 37,683 | $45.0 萬 | 0.04% | +3,038+8.8% | 加碼 |
| ExodusPoint Capital Management, LP | 38,381 | $45.8 萬 | 0.01% | +38,381 | 新進 |
| Greenland Capital Management LP | 39,035 | $46.6 萬 | 0.08% | +39,035 | 新進 |