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 |
|---|---|---|---|---|---|
| Verdence Capital Advisors LLC | 35,561 | $45.8 萬 | 0.04% | +4,937+16.1% | 加碼 |
| Financial Advocates Investment Management | 35,618 | $45.9 萬 | 0.03% | −3,523−9.0% | 減碼 |
| Sheets Smith Wealth Management | 35,938 | $46.3 萬 | 0.06% | +552+1.6% | 加碼 |
| Evergreen Capital Management LLC | 36,004 | $46.4 萬 | 0.02% | +6,300+21.2% | 加碼 |
| Marcum Wealth, LLC | 36,318 | $46.8 萬 | 0.05% | +33+0.1% | 加碼 |
| Precision Wealth Strategies, LLC | 36,595 | $47.2 萬 | 0.49% | −4,902−11.8% | 減碼 |
| Covenant Partners, LLC | 36,613 | $47.2 萬 | 0.14% | +36,613 | 新進 |
| Cornerstone Wealth Group, LLC | 37,691 | $48.6 萬 | 0.04% | +80.0% | 加碼 |
| Graham Capital Management, L.P. | 37,718 | $48.6 萬 | 0.02% | −45,433−54.6% | 減碼 |
| Emerald Advisers, LLC | 38,359 | $49.4 萬 | 0.02% | +38,359 | 新進 |
| J. Safra Sarasin Holding AG | 38,410 | $49.5 萬 | 0.01% | +38,410 | 新進 |
| O'Neil Global Advisors, Inc. | 38,775 | $50.0 萬 | 0.24% | −182,016−82.4% | 減碼 |
| Steward Partners Investment Advisory, LLC | 39,601 | $51.0 萬 | 0.01% | +31,858+411.4% | 加碼 |
| IFP Advisors, Inc | 39,673 | $51.1 萬 | 0.02% | +10,235+34.8% | 加碼 |
| Kestra Advisory Services, LLC | 40,134 | $51.7 萬 | 0.00% | +4,875+13.8% | 加碼 |
| Atomi Financial Group, Inc. | 40,202 | $51.8 萬 | 0.04% | −39,272−49.4% | 減碼 |
| Capula Management Ltd | 40,800 | $52.6 萬 | 0.01% | +3,376+9.0% | 加碼 |
| Rakuten Securities, Inc. | 41,641 | $53.7 萬 | 0.23% | +29,152+233.4% | 加碼 |
| Advisors Asset Management, Inc. | 41,908 | $54.0 萬 | 0.01% | +11,594+38.2% | 加碼 |
| FDx Advisors, Inc. | 41,943 | $54.1 萬 | 0.15% | −3,870−8.4% | 減碼 |
| Nomura Holdings Inc | 42,017 | $54.2 萬 | 0.00% | +42,017 | 新進 |
| Exencial Wealth Advisors, LLC | 42,312 | $54.5 萬 | 0.02% | −4,754−10.1% | 減碼 |
| IPG Investment Advisors LLC | 42,727 | $55.1 萬 | 0.12% | +3,645+9.3% | 加碼 |
| Circle Wealth Management, LLC | 42,780 | $55.1 萬 | 0.01% | +42,780 | 新進 |
| Marex Group plc | 43,000 | $55.4 萬 | 0.01% | 00.0% | 不變 |
| Dakota Wealth Management | 43,284 | $55.8 萬 | 0.01% | −1,721−3.8% | 減碼 |
| Sanctuary Advisors, LLC | 50,926 | $56.3 萬 | 0.00% | +50,926 | 新進 |
| Prelude Capital Management, LLC | 43,694 | $56.3 萬 | 0.05% | −4,817−9.9% | 減碼 |
| Oak Grove Capital LLC | 44,010 | $56.7 萬 | 0.15% | +44,010 | 新進 |
| Platform Technology Partners | 44,669 | $57.6 萬 | 0.20% | +44,669 | 新進 |
| CWM, LLC | 47,864 | $61.7 萬 | 0.00% | +4,114+9.4% | 加碼 |
| Handelsbanken Fonder AB | 48,400 | $62.4 萬 | 0.00% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 49,479 | $63.8 萬 | 0.00% | +38,639+356.4% | 加碼 |
| United Capital Financial Advisers, LLC | 49,712 | $64.1 萬 | 0.01% | +49,712 | 新進 |
| Legacy Wealth Asset Management, LLC | 50,943 | $65.7 萬 | 0.19% | +50,943 | 新進 |
| Thoroughbred Financial Services, LLC | 51,209 | $66.0 萬 | 0.04% | +51,209 | 新進 |
| Arkfeld Wealth Strategies, L.L.C. | 51,545 | $66.2 萬 | 0.34% | 00.0% | 不變 |
| Avestar Capital, LLC | 52,279 | $67.4 萬 | 0.07% | +175+0.3% | 加碼 |
| Angeles Investment Advisors, LLC | 52,549 | $67.7 萬 | 0.03% | −370−0.7% | 減碼 |
| Capital CS Group, LLC | 53,070 | $68.4 萬 | 0.79% | +53,070 | 新進 |
| Capital International Sarl | 54,103 | $69.7 萬 | 0.02% | +54,103 | 新進 |
| Advisory Services Network, LLC | 54,697 | $70.5 萬 | 0.01% | +24,943+83.8% | 加碼 |
| MRP Capital Investments, LLC | 54,700 | $70.5 萬 | 0.66% | +36,300+197.3% | 加碼 |
| Carlyle Group Inc. | 55,417 | $71.4 萬 | 0.07% | −16,924−23.4% | 減碼 |
| Kingswood Wealth Advisors, LLC | 55,850 | $72.0 萬 | 0.06% | +55,850 | 新進 |
| Sciencast Management LP | 56,081 | $72.3 萬 | 0.25% | +56,081 | 新進 |
| Impact Partnership Wealth, LLC | 57,596 | $74.2 萬 | 0.20% | +53,415+1,277.6% | 加碼 |
| SG Americas Securities, LLC | 58,371 | $75.2 萬 | 0.00% | −91,683−61.1% | 減碼 |
| Parus Finance (UK) Ltd | 59,668 | $76.9 萬 | 0.22% | +37,403+168.0% | 加碼 |
| Knollwood Investment Advisory, LLC | 59,800 | $77.1 萬 | 0.09% | +59,800 | 新進 |
| Sherbrooke Park Advisers LLC | 60,273 | $77.7 萬 | 0.14% | +60,273 | 新進 |
| Harbour Investments, Inc. | 60,305 | $77.7 萬 | 0.03% | +272+0.5% | 加碼 |
| Cresset Asset Management, LLC | 61,770 | $79.6 萬 | 0.00% | +12,146+24.5% | 加碼 |
| Guggenheim Capital LLC | 62,216 | $80.2 萬 | 0.01% | −18,101−22.5% | 減碼 |
| Personal Cfo Solutions, LLC | 62,327 | $80.3 萬 | 0.12% | +1,227+2.0% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 63,177 | $81.4 萬 | 0.03% | −888−1.4% | 減碼 |
| Corebridge Financial, Inc. | 63,307 | $81.6 萬 | 0.00% | +63,307 | 新進 |
| ABN AMRO Bank N.V. | 63,194 | $82.1 萬 | 0.01% | −7,474−10.6% | 減碼 |
| Private Advisory Group LLC | 64,243 | $82.8 萬 | 0.11% | +64,243 | 新進 |
| Verition Fund Management LLC | 64,332 | $82.9 萬 | 0.01% | −1,932,945−96.8% | 減碼 |
| Whittier Trust Co | 65,618 | $84.6 萬 | 0.01% | +9,506+16.9% | 加碼 |
| Legacy Bridge, LLC | 65,775 | $84.8 萬 | 0.50% | +64,215+4,116.3% | 加碼 |
| First Hawaiian Bank | 66,068 | $85.2 萬 | 0.03% | +66,068 | 新進 |
| Diversify Advisory Services, LLC | 65,104 | $85.6 萬 | 0.05% | +65,104 | 新進 |
| Gsa Capital Partners LLP | 66,474 | $85.7 萬 | 0.06% | +231+0.3% | 加碼 |
| Salvus Wealth Management, LLC | 67,000 | $86.4 萬 | 0.59% | 00.0% | 不變 |
| Citizens Financial Group Inc | 67,864 | $87.5 萬 | 0.02% | +67,864 | 新進 |
| Gateway Advisory, LLC | 69,255 | $89.3 萬 | 0.15% | +1,419+2.1% | 加碼 |
| LWM Advisory Services, LLC | 69,425 | $89.5 萬 | 0.75% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 73,917 | $91.4 萬 | 0.02% | +73,917 | 新進 |
| Convergence Investment Partners, LLC | 72,103 | $92.9 萬 | 0.27% | +40,054+125.0% | 加碼 |
| Sand Hill Global Advisors, LLC | 72,792 | $93.8 萬 | 0.04% | +61,259+531.2% | 加碼 |
| Harbour Capital Advisors, LLC | 76,200 | $94.2 萬 | 0.22% | −850−1.1% | 減碼 |
| Jump Financial, LLC | 73,800 | $95.1 萬 | 0.02% | −471,174−86.5% | 減碼 |
| Adalta Capital Management LLC | 74,825 | $96.4 萬 | 0.52% | +8,600+13.0% | 加碼 |
| Frank, Rimerman Advisors LLC | 75,175 | $96.9 萬 | 0.07% | 00.0% | 不變 |
| C WorldWide Group Holding A/S | 75,220 | $97.0 萬 | 0.01% | −1,807−2.3% | 減碼 |
| Group One Trading, L.P. | 75,479 | $97.3 萬 | 0.03% | +75,479 | 新進 |
| STRS Ohio | 75,875 | $97.8 萬 | 0.00% | +2,613+3.6% | 加碼 |
| Partners Capital Investment Group, LLP | 76,638 | $98.8 萬 | 0.02% | +76,638 | 新進 |
| Virtus ETF Advisers LLC | 78,200 | $100.8 萬 | 0.49% | −6,446−7.6% | 減碼 |
| Magnus Financial Group LLC | 78,983 | $101.8 萬 | 0.11% | +78,983 | 新進 |
| DekaBank Deutsche Girozentrale | 79,585 | $102.8 萬 | 0.00% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 81,100 | $104.5 萬 | 0.01% | +5,301+7.0% | 加碼 |
| CI Private Wealth, LLC | 82,785 | $106.7 萬 | 0.00% | −81,573−49.6% | 減碼 |
| Fort Washington Investment Advisors Inc | 82,971 | $106.9 萬 | 0.01% | +82,971 | 新進 |
| J.Safra Asset Management Corp | 83,158 | $107.2 萬 | 0.11% | 00.0% | 不變 |
| Liontrust Investment Partners LLP | 85,000 | $109.6 萬 | 0.02% | −7,000−7.6% | 減碼 |
| Birinyi Associates Inc | 86,250 | $111.2 萬 | 0.33% | +14,100+19.5% | 加碼 |
| Private Advisor Group, LLC | 87,547 | $112.8 萬 | 0.01% | +8,239+10.4% | 加碼 |
| Shelton Wealth Management, LLC | 87,674 | $113.0 萬 | 0.68% | +87,674 | 新進 |
| Dnca Finance | 89,000 | $114.7 萬 | 0.10% | +89,000 | 新進 |
| NewEdge Wealth, LLC | 89,703 | $115.6 萬 | 0.03% | −1,619−1.8% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 90,087 | $116.1 萬 | 0.01% | +20,635+29.7% | 加碼 |
| Connable Office Inc | 90,457 | $116.6 萬 | 0.13% | −3,933−4.2% | 減碼 |
| Prudential Financial Inc | 90,787 | $117.0 萬 | 0.00% | +9,122+11.2% | 加碼 |
| Clough Capital Partners L P | 93,033 | $119.9 萬 | 0.13% | +44,096+90.1% | 加碼 |
| Avantax Advisory Services, Inc. | 94,996 | $122.4 萬 | 0.01% | +84,061+768.7% | 加碼 |
| La Financiere de L'Echiquier | 97,000 | $125.0 萬 | 0.05% | +97,000 | 新進 |
| Snowden Capital Advisors LLC | 99,238 | $127.9 萬 | 0.04% | −4,193−4.1% | 減碼 |