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 861 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 | 861 | $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 |
|---|---|---|---|---|---|
| Triumph Capital Management | 28,789 | $34.0 萬 | 0.14% | −4,433−13.3% | 減碼 |
| Numerai GP LLC | 27,923 | $33.3 萬 | 0.14% | +27,923 | 新進 |
| New Vernon Investment Management LLC | 27,624 | $33.0 萬 | 0.28% | +27,624 | 新進 |
| Davy Global Fund Management Ltd | 26,919 | $32.1 萬 | 0.04% | −1,799−6.3% | 減碼 |
| Yousif Capital Management, LLC | 26,833 | $32.0 萬 | 0.00% | +2,641+10.9% | 加碼 |
| Financial Perspectives, Inc | 25,584 | $30.5 萬 | 0.12% | +2,692+11.8% | 加碼 |
| Davenport & Co LLC | 25,500 | $30.4 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 25,277 | $30.2 萬 | 0.01% | +25,277 | 新進 |
| Claro Advisors LLC | 25,099 | $29.9 萬 | 0.05% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 24,827 | $29.6 萬 | 0.00% | +24,827 | 新進 |
| Coldstream Capital Management Inc | 24,659 | $29.4 萬 | 0.01% | +24,659 | 新進 |
| OneAscent Financial Services LLC | 24,242 | $28.9 萬 | 0.03% | −152−0.6% | 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 |
| Diametric Capital, LP | 23,371 | $27.9 萬 | 0.15% | −26,058−52.7% | 減碼 |
| Antipodes Partners Ltd | 22,378 | $26.7 萬 | 0.01% | −7,271−24.5% | 減碼 |
| Parus Finance (UK) Ltd | 22,265 | $26.6 萬 | 0.10% | +22,265 | 新進 |
| Delta Asset Management LLC | 22,000 | $26.2 萬 | 0.02% | −1,411−6.0% | 減碼 |
| Savvy Advisors, Inc. | 21,896 | $26.1 萬 | 0.15% | +21,896 | 新進 |
| Oak Thistle LLC | 21,739 | $25.9 萬 | 0.23% | −15,330−41.4% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 21,440 | $25.6 萬 | 0.01% | +21,440 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,951 | $25.0 萬 | 0.00% | −1,826−8.0% | 減碼 |
| Banco Santander, S.A. | 20,784 | $24.8 萬 | 0.00% | 00.0% | 不變 |
| Cigna Investments Inc | 20,437 | $24.4 萬 | 0.05% | −375−1.8% | 減碼 |
| Granite Group Advisors, LLC | 19,772 | $23.6 萬 | 0.16% | 00.0% | 不變 |
| Wedmont Private Capital | 19,764 | $23.4 萬 | 0.02% | +2,089+11.8% | 加碼 |
| Comgest Global Investors S.A.S. | 19,338 | $23.1 萬 | 0.00% | +19,338 | 新進 |
| OneAscent Wealth Management LLC | 19,277 | $23.0 萬 | 0.09% | −1,172−5.7% | 減碼 |
| Seven Mile Advisory | 19,249 | $23.0 萬 | 0.17% | +7,824+68.5% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 19,229 | $22.9 萬 | 0.04% | +3,139+19.5% | 加碼 |
| Aspen Grove Capital, LLC | 19,183 | $22.9 萬 | 0.06% | +19,183 | 新進 |
| Jessup Wealth Management, Inc | 18,620 | $22.2 萬 | 0.10% | +18,620 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,647 | $22.1 萬 | 0.00% | +974+5.5% | 加碼 |
| Advisor OS, LLC | 18,409 | $22.0 萬 | 0.03% | +18,409 | 新進 |
| MRP Capital Investments, LLC | 18,400 | $22.0 萬 | 0.22% | +18,400 | 新進 |
| Park National Corp | 18,344 | $21.9 萬 | 0.01% | +18,344 | 新進 |
| Resona Asset Management Co.,Ltd. | 18,273 | $21.8 萬 | 0.00% | +18,273 | 新進 |
| Chicago Trust Co NA | 18,227 | $21.7 萬 | 0.04% | −1,064−5.5% | 減碼 |
| Zacks Investment Management | 17,987 | $21.5 萬 | 0.00% | −273,128−93.8% | 減碼 |
| D.A. Davidson & Co. | 17,963 | $21.4 萬 | 0.00% | +17,963 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 17,764 | $21.2 萬 | 0.03% | +17,764 | 新進 |
| First Western Trust Bank | 17,589 | $21.0 萬 | 0.01% | +6,596+60.0% | 加碼 |
| Brown Advisory Inc | 17,446 | $20.8 萬 | 0.00% | +3,495+25.1% | 加碼 |
| Insigneo Advisory Services, LLC | 17,431 | $20.8 萬 | 0.02% | +17,431 | 新進 |
| State of Wisconsin Investment Board | 17,200 | $20.5 萬 | 0.00% | +17,200 | 新進 |
| Shufro Rose & Co LLC | 17,045 | $20.3 萬 | 0.02% | 00.0% | 不變 |
| Atlanta Consulting Group Advisors, LLC | 16,740 | $20.0 萬 | 0.07% | +16,740 | 新進 |
| Oppenheimer Asset Management Inc. | 16,610 | $19.8 萬 | 0.00% | −3,455−17.2% | 減碼 |
| Fortis Capital Management LLC | 16,258 | $19.4 萬 | 0.05% | −1,936−10.6% | 減碼 |
| Caption Management, LLC | 16,000 | $19.1 萬 | 0.02% | +16,000 | 新進 |
| Vident Advisory, LLC | 15,935 | $19.0 萬 | 0.00% | −6,425−28.7% | 減碼 |
| Leonteq Securities AG | 15,887 | $19.0 萬 | 0.03% | +4,559+40.2% | 加碼 |
| Wedbush Securities Inc | 15,574 | $18.6 萬 | 0.01% | +15,574 | 新進 |
| Newfoundland Capital Management | 15,000 | $17.9 萬 | 1.89% | +15,000 | 新進 |
| Savant Capital, LLC | 14,627 | $17.5 萬 | 0.00% | +14,627 | 新進 |
| Americana Partners, LLC | 14,334 | $17.1 萬 | 0.01% | 00.0% | 不變 |
| Umb Bank N A | 14,329 | $17.1 萬 | 0.00% | +7,741+117.5% | 加碼 |
| Seldon Capital LP | 14,220 | $17.0 萬 | 0.10% | 00.0% | 不變 |
| Merit Financial Group, LLC | 14,448 | $16.9 萬 | 0.00% | +14,448 | 新進 |
| Private Wealth Partners, LLC | 13,900 | $16.6 萬 | 0.01% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 13,721 | $16.4 萬 | 0.02% | +13,685+38,013.9% | 加碼 |
| Harbour Investment Management LLC | 13,353 | $15.9 萬 | 0.07% | +2,265+20.4% | 加碼 |
| Quantinno Capital Management LP | 13,293 | $15.9 萬 | 0.00% | +1,022+8.3% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 13,281 | $15.8 萬 | 0.00% | +1,976+17.5% | 加碼 |
| Green Square Capital Advisors LLC | 13,015 | $15.5 萬 | 0.02% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 12,782 | $15.2 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 12,766 | $15.2 萬 | 0.00% | +28+0.2% | 加碼 |
| 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 |
| EPIQ Capital Group, LLC | 12,605 | $15.0 萬 | 0.06% | +12,605 | 新進 |
| Fox Run Management, L.L.C. | 12,603 | $15.0 萬 | 0.03% | −31,893−71.7% | 減碼 |
| Metis Global Partners, LLC | 12,555 | $15.0 萬 | 0.01% | −529−4.0% | 減碼 |
| Aptus Capital Advisors, LLC | 12,506 | $14.9 萬 | 0.00% | +1,874+17.6% | 加碼 |
| Rakuten Securities, Inc. | 12,489 | $14.9 萬 | 0.07% | +12,489 | 新進 |
| Resources Investment Advisors, LLC. | 12,424 | $14.8 萬 | 0.00% | +882+7.6% | 加碼 |
| Moran Wealth Management, LLC | 12,004 | $14.3 萬 | 0.00% | +426+3.7% | 加碼 |
| Morse Asset Management, Inc | 12,000 | $14.3 萬 | 0.04% | +12,000 | 新進 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 12,400 | $14.2 萬 | 0.06% | 00.0% | 不變 |
| Parallel Advisors, LLC | 11,878 | $14.2 萬 | 0.00% | +11,878 | 新進 |
| ASB Consultores, LLC | 11,552 | $13.8 萬 | 0.04% | 00.0% | 不變 |
| Sand Hill Global Advisors, LLC | 11,533 | $13.8 萬 | 0.01% | 00.0% | 不變 |
| Advisor Resource Council | 16,388 | $13.7 萬 | 0.06% | −85,220−83.9% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,158 | $13.3 萬 | 0.00% | −1,038−8.5% | 減碼 |
| Oppenheimer & Co Inc | 11,140 | $13.3 萬 | 0.00% | +11,140 | 新進 |
| Stokes Family Office, LLC | 11,000 | $13.1 萬 | 0.02% | +1,000+10.0% | 加碼 |
| Avantax Advisory Services, Inc. | 10,935 | $13.0 萬 | 0.00% | +10,935 | 新進 |
| Allianz Asset Management GmbH | 10,840 | $12.9 萬 | 0.00% | +10,840 | 新進 |
| Transcend Wealth Collective, LLC | 10,625 | $12.7 萬 | 0.01% | 00.0% | 不變 |
| Aureus Asset Management, LLC | 10,608 | $12.7 萬 | 0.01% | +10,608 | 新進 |
| State of Wyoming | 10,600 | $12.6 萬 | 0.02% | +10,600 | 新進 |
| Gladstone Institutional Advisory LLC | 10,377 | $12.4 萬 | 0.01% | −4,903−32.1% | 減碼 |
| Paradice Investment Management LLC | 10,015 | $11.9 萬 | 0.02% | −999,737−99.0% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,000 | $11.9 萬 | 0.00% | −4,552−31.3% | 減碼 |
| Powell Investment Advisors, LLC | 10,000 | $11.9 萬 | 0.06% | +10,000 | 新進 |
| Ronald Blue Trust, Inc. | 9,959 | $11.9 萬 | 0.00% | +9,959 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,086 | $10.8 萬 | 0.00% | −137−1.5% | 減碼 |
| Quarry LP | 9,036 | $10.8 萬 | 0.04% | +4,048+81.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 8,841 | $10.5 萬 | 0.00% | +5,672+179.0% | 加碼 |
| Newbridge Financial Services Group, Inc. | 8,100 | $9.66 萬 | 0.04% | +100+1.3% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,979 | $9.52 萬 | 0.00% | +7,501+1,569.2% | 加碼 |