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 2 季 13F 持有人
Nu Holdings Ltd. 在 2024/6/30 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
- 608
- 較 2024 年第 1 季 +38 家
- 持有股數
- 28.1 億
- 較 2024 年第 1 季 +1.39 億 (+5.2%)
- 總市值
- $361.8 億
- 較 2024 年第 1 季 +$43.6 億 (+13.7%)
- 新進機構
- 103
- 另有 261 家加碼
- 清倉機構
- 65
- 另有 172 家減碼
另有 4 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 11,369 | $14.7 萬 | 0.00% | −1,347−10.6% | 減碼 |
| Aspen Grove Capital, LLC | 11,488 | $14.8 萬 | 0.03% | −7,695−40.1% | 減碼 |
| ASB Consultores, LLC | 11,552 | $14.9 萬 | 0.05% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 11,663 | $15.0 萬 | 0.01% | +11,663 | 新進 |
| Covestor Ltd | 11,763 | $15.2 萬 | 0.10% | +9,788+495.6% | 加碼 |
| Harbour Investment Management LLC | 12,458 | $16.1 萬 | 0.07% | −895−6.7% | 減碼 |
| Stratos Wealth Partners, LTD. | 12,485 | $16.1 萬 | 0.00% | +12,485 | 新進 |
| Umb Bank N A | 12,739 | $16.4 萬 | 0.00% | −1,590−11.1% | 減碼 |
| Perigon Wealth Management, LLC | 12,895 | $16.6 萬 | 0.00% | +12,895 | 新進 |
| Metis Global Partners, LLC | 13,016 | $16.8 萬 | 0.01% | +461+3.7% | 加碼 |
| Element Capital Management LLC | 13,210 | $17.0 萬 | 0.01% | +13,210 | 新進 |
| Northwestern Mutual Wealth Management Co | 13,356 | $17.2 萬 | 0.00% | +590+4.6% | 加碼 |
| Venturi Wealth Management, LLC | 13,721 | $17.7 萬 | 0.01% | +13,421+4,473.7% | 加碼 |
| Private Wealth Partners, LLC | 13,900 | $17.9 萬 | 0.01% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,000 | $18.0 萬 | 0.01% | +4,000+40.0% | 加碼 |
| Banque Cantonale Vaudoise | 14,100 | $18.2 萬 | 0.01% | +14,100 | 新進 |
| Seldon Capital LP | 14,220 | $18.3 萬 | 0.10% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 14,334 | $18.5 萬 | 0.02% | +613+4.5% | 加碼 |
| Savant Capital, LLC | 14,390 | $18.5 萬 | 0.00% | −237−1.6% | 減碼 |
| Leonteq Securities AG | 14,395 | $18.6 萬 | 0.03% | −1,492−9.4% | 減碼 |
| Arete Wealth Advisors, LLC | 14,429 | $18.6 萬 | 0.02% | +14,429 | 新進 |
| Allspring Global Investments Holdings, LLC | 14,536 | $18.7 萬 | 0.00% | +5,695+64.4% | 加碼 |
| Los Angeles Capital Management LLC | 14,862 | $19.2 萬 | 0.00% | +2,080+16.3% | 加碼 |
| Aptus Capital Advisors, LLC | 14,965 | $19.3 萬 | 0.00% | +2,459+19.7% | 加碼 |
| Oppenheimer & Co Inc | 15,272 | $19.7 萬 | 0.00% | +4,132+37.1% | 加碼 |
| Merit Financial Group, LLC | 15,391 | $19.8 萬 | 0.00% | +943+6.5% | 加碼 |
| Americana Partners, LLC | 15,449 | $19.9 萬 | 0.02% | +1,115+7.8% | 加碼 |
| Moran Wealth Management, LLC | 15,459 | $19.9 萬 | 0.01% | +3,455+28.8% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 15,500 | $20.0 萬 | 0.08% | +3,100+25.0% | 加碼 |
| HRT Financial LP | 15,524 | $20.0 萬 | 0.00% | −4,531,534−99.7% | 減碼 |
| Gladstone Institutional Advisory LLC | 16,023 | $20.7 萬 | 0.01% | +5,646+54.4% | 加碼 |
| Insigneo Advisory Services, LLC | 19,841 | $21.2 萬 | 0.02% | +2,410+13.8% | 加碼 |
| Antipodes Partners Ltd | 16,944 | $21.9 萬 | 0.01% | −5,434−24.3% | 減碼 |
| Shufro Rose & Co LLC | 17,045 | $22.0 萬 | 0.02% | 00.0% | 不變 |
| Fortis Capital Management LLC | 17,330 | $22.3 萬 | 0.05% | +1,072+6.6% | 加碼 |
| Altfest L J & Co Inc | 17,504 | $22.6 萬 | 0.03% | +17,504 | 新進 |
| First Western Trust Bank | 17,589 | $22.7 萬 | 0.01% | 00.0% | 不變 |
| D.A. Davidson & Co. | 17,963 | $23.2 萬 | 0.00% | 00.0% | 不變 |
| American Trust | 18,103 | $23.3 萬 | 0.02% | +18,103 | 新進 |
| Comgest Global Investors S.A.S. | 18,121 | $23.4 萬 | 0.00% | −1,217−6.3% | 減碼 |
| State of Wyoming | 18,196 | $23.5 萬 | 0.04% | +7,596+71.7% | 加碼 |
| OneAscent Wealth Management LLC | 18,659 | $24.1 萬 | 0.13% | −618−3.2% | 減碼 |
| AdvisorNet Financial, Inc | 18,870 | $24.3 萬 | 0.02% | +15,630+482.4% | 加碼 |
| Counterpoint Mutual Funds LLC | 18,900 | $24.4 萬 | 0.06% | +18,900 | 新進 |
| Park National Corp | 18,920 | $24.4 萬 | 0.01% | +576+3.1% | 加碼 |
| Brown Advisory Inc | 18,946 | $24.4 萬 | 0.00% | +1,500+8.6% | 加碼 |
| Advisor OS, LLC | 19,011 | $24.5 萬 | 0.03% | +602+3.3% | 加碼 |
| Transcend Wealth Collective, LLC | 19,095 | $24.6 萬 | 0.02% | +8,470+79.7% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 19,120 | $24.6 萬 | 0.04% | +1,356+7.6% | 加碼 |
| Seven Mile Advisory | 19,300 | $24.9 萬 | 0.18% | +51+0.3% | 加碼 |
| Granite Group Advisors, LLC | 19,772 | $25.5 萬 | 0.19% | 00.0% | 不變 |
| Alpine Global Management, LLC | 20,000 | $25.8 萬 | 0.04% | −17,682−46.9% | 減碼 |
| Oppenheimer Asset Management Inc. | 20,394 | $26.3 萬 | 0.00% | +3,784+22.8% | 加碼 |
| CIBC World Markets Inc. | 20,376 | $26.3 萬 | 0.00% | +20,376 | 新進 |
| Resona Asset Management Co.,Ltd. | 20,533 | $26.5 萬 | 0.00% | +2,260+12.4% | 加碼 |
| Banco Santander, S.A. | 20,784 | $26.8 萬 | 0.00% | 00.0% | 不變 |
| Mesirow Financial Investment Management, Inc. | 21,327 | $27.5 萬 | 0.01% | −113−0.5% | 減碼 |
| Wedbush Securities Inc | 21,872 | $28.2 萬 | 0.01% | +6,298+40.4% | 加碼 |
| Delta Asset Management LLC | 22,000 | $28.4 萬 | 0.03% | 00.0% | 不變 |
| Central Pacific Bank - Trust Division | 23,075 | $29.7 萬 | 0.04% | +23,075 | 新進 |
| Claro Advisors LLC | 23,128 | $29.8 萬 | 0.05% | −1,971−7.9% | 減碼 |
| Cary Street Partners Asset Management LLC | 23,561 | $30.4 萬 | 0.04% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 23,579 | $30.4 萬 | 0.01% | +18+0.1% | 加碼 |
| Wedmont Private Capital | 22,824 | $30.6 萬 | 0.02% | +3,060+15.5% | 加碼 |
| LRI Investments, LLC | 24,240 | $31.2 萬 | 0.04% | +16,591+216.9% | 加碼 |
| OneAscent Financial Services LLC | 24,298 | $31.3 萬 | 0.04% | +56+0.2% | 加碼 |
| Bokf, NA | 25,067 | $32.3 萬 | 0.01% | +24,750+7,807.6% | 加碼 |
| Resources Investment Advisors, LLC. | 25,229 | $32.5 萬 | 0.00% | +12,805+103.1% | 加碼 |
| Greenland Capital Management LP | 25,456 | $32.8 萬 | 0.07% | −13,579−34.8% | 減碼 |
| Davenport & Co LLC | 25,500 | $32.9 萬 | 0.00% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 25,716 | $33.1 萬 | 0.01% | +1,057+4.3% | 加碼 |
| Vident Advisory, LLC | 25,833 | $33.3 萬 | 0.01% | +9,898+62.1% | 加碼 |
| Integrated Wealth Concepts LLC | 26,042 | $33.6 萬 | 0.00% | +1,215+4.9% | 加碼 |
| Blair William & Co | 26,274 | $33.9 萬 | 0.00% | +26,274 | 新進 |
| Savvy Advisors, Inc. | 26,428 | $34.1 萬 | 0.11% | +4,532+20.7% | 加碼 |
| Walleye Capital LLC | 26,495 | $34.2 萬 | 0.00% | −156,342−85.5% | 減碼 |
| Accuvest Global Advisors | 26,684 | $34.4 萬 | 0.76% | +26,684 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 26,885 | $34.7 萬 | 0.00% | +8,238+44.2% | 加碼 |
| Cigna Investments Inc | 27,625 | $35.6 萬 | 0.07% | +7,188+35.2% | 加碼 |
| New Vernon Investment Management LLC | 27,624 | $35.6 萬 | 0.46% | 00.0% | 不變 |
| Financial Perspectives, Inc | 27,664 | $35.7 萬 | 0.13% | +2,080+8.1% | 加碼 |
| Ronald Blue Trust, Inc. | 30,639 | $36.6 萬 | 0.01% | +20,680+207.7% | 加碼 |
| Engineers Gate Manager LP | 29,032 | $37.4 萬 | 0.01% | −142,381−83.1% | 減碼 |
| Equitable Holdings, Inc. | 29,613 | $38.2 萬 | 0.00% | 00.0% | 不變 |
| Triumph Capital Management | 29,683 | $38.3 萬 | 0.15% | +894+3.1% | 加碼 |
| GenTrust, LLC | 29,730 | $38.3 萬 | 0.02% | +29,730 | 新進 |
| Quantinno Capital Management LP | 30,188 | $38.9 萬 | 0.01% | +16,895+127.1% | 加碼 |
| Solstein Capital, LLC | 30,400 | $39.2 萬 | 0.26% | +30,400 | 新進 |
| Park Avenue Securities LLC | 30,397 | $39.2 萬 | 0.00% | −2,025−6.2% | 減碼 |
| Ellevest, Inc. | 31,147 | $40.1 萬 | 0.02% | +565+1.8% | 加碼 |
| Occudo Quantitative Strategies LP | 31,267 | $40.3 萬 | 0.07% | −11,669−27.2% | 減碼 |
| Ossiam | 31,895 | $41.1 萬 | 0.01% | +1,446+4.7% | 加碼 |
| Hardman Johnston Global Advisors LLC | 33,380 | $43.0 萬 | 0.02% | +33,380 | 新進 |
| PFG Investments, LLC | 33,963 | $43.8 萬 | 0.03% | +33,963 | 新進 |
| Congress Wealth Management LLC | 34,193 | $44.1 萬 | 0.01% | −916−2.6% | 減碼 |
| Morse Asset Management, Inc | 34,350 | $44.3 萬 | 0.11% | +22,350+186.3% | 加碼 |
| JustInvest LLC | 34,481 | $44.4 萬 | 0.01% | +4,956+16.8% | 加碼 |
| Hamilton Capital Partners Inc. | 34,600 | $44.6 萬 | 0.05% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 34,865 | $44.9 萬 | 0.01% | +9,588+37.9% | 加碼 |
| Yousif Capital Management, LLC | 35,028 | $45.2 萬 | 0.01% | +8,195+30.5% | 加碼 |