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 3 季 13F 持有人
Nu Holdings Ltd. 在 2024/9/30 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
- 652
- 較 2024 年第 2 季 +49 家
- 持有股數
- 30.1 億
- 較 2024 年第 2 季 +2.97 億 (+10.9%)
- 總市值
- $411.2 億
- 較 2024 年第 2 季 +$61.3 億 (+17.5%)
- 新進機構
- 126
- 另有 214 家加碼
- 清倉機構
- 77
- 另有 236 家減碼
另有 5 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Chicago Trust Co NA | 10,055 | $13.7 萬 | 0.02% | +10,055 | 新進 |
| Jessup Wealth Management, Inc | 10,289 | $14.0 萬 | 0.06% | 00.0% | 不變 |
| Ritholtz Wealth Management | 10,348 | $14.1 萬 | 0.00% | +10,348 | 新進 |
| Capital Markets Trading UK LLP | 10,429 | $14.2 萬 | 0.13% | +10,429 | 新進 |
| Veriti Management LLC | 10,428 | $14.2 萬 | 0.01% | +10,428 | 新進 |
| Allspring Global Investments Holdings, LLC | 10,649 | $14.5 萬 | 0.00% | −3,887−26.7% | 減碼 |
| Covestor Ltd | 10,685 | $14.6 萬 | 0.09% | −1,078−9.2% | 減碼 |
| Bryn Mawr Trust Co | 10,827 | $14.8 萬 | 0.00% | +10,827 | 新進 |
| Woodline Partners LP | 10,841 | $14.8 萬 | 0.00% | +10,841 | 新進 |
| Stokes Family Office, LLC | 11,000 | $15.0 萬 | 0.02% | 00.0% | 不變 |
| Aspen Grove Capital, LLC | 11,488 | $15.7 萬 | 0.03% | 00.0% | 不變 |
| ASB Consultores, LLC | 11,552 | $15.8 萬 | 0.06% | 00.0% | 不變 |
| Signaturefd, LLC | 11,590 | $15.8 萬 | 0.00% | +11,590 | 新進 |
| Umb Bank N A | 11,679 | $15.9 萬 | 0.00% | −1,060−8.3% | 減碼 |
| OneAscent Wealth Management LLC | 11,721 | $16.0 萬 | 0.06% | −6,938−37.2% | 減碼 |
| New York Life Investment Management LLC | 11,773 | $16.1 萬 | 0.00% | +11,773 | 新進 |
| Stonekeep Investments, LLC | 11,887 | $16.2 萬 | 0.13% | +561+5.0% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 12,011 | $16.4 萬 | 0.00% | +12,011 | 新進 |
| Perigon Wealth Management, LLC | 12,289 | $16.8 萬 | 0.00% | −606−4.7% | 減碼 |
| Harbour Investment Management LLC | 12,458 | $17.0 萬 | 0.08% | 00.0% | 不變 |
| Benjamin Edwards Inc | 12,510 | $17.1 萬 | 0.00% | +12,510 | 新進 |
| Sequoia Financial Advisors, LLC | 12,621 | $17.2 萬 | 0.00% | +12,621 | 新進 |
| CTC Alternative Strategies, Ltd. | 12,625 | $17.2 萬 | 0.22% | −90,817−87.8% | 減碼 |
| Stratos Wealth Partners, LTD. | 12,950 | $17.7 萬 | 0.00% | +465+3.7% | 加碼 |
| Mercer Global Advisors Inc | 13,173 | $17.7 萬 | 0.00% | +13,173 | 新進 |
| IHT Wealth Management, LLC | 13,051 | $17.7 萬 | 0.01% | +13,051 | 新進 |
| Northwestern Mutual Wealth Management Co | 13,048 | $17.8 萬 | 0.00% | −308−2.3% | 減碼 |
| Fortis Capital Management LLC | 13,051 | $17.8 萬 | 0.04% | −4,279−24.7% | 減碼 |
| Banque Cantonale Vaudoise | 13,124 | $17.9 萬 | 0.01% | −976−6.9% | 減碼 |
| Comgest Global Investors S.A.S. | 13,124 | $17.9 萬 | 0.00% | −4,997−27.6% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 13,416 | $18.3 萬 | 0.03% | +13,416 | 新進 |
| Vise Technologies, Inc. | 13,679 | $18.7 萬 | 0.02% | +13,679 | 新進 |
| Gsa Capital Partners LLP | 13,682 | $18.7 萬 | 0.01% | −52,792−79.4% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 13,713 | $18.7 萬 | 0.04% | +13,713 | 新進 |
| Private Wealth Partners, LLC | 13,900 | $19.0 萬 | 0.02% | 00.0% | 不變 |
| Prosperity Wealth Management, Inc. | 14,050 | $19.2 萬 | 0.08% | +14,050 | 新進 |
| Seldon Capital LP | 14,220 | $19.4 萬 | 0.11% | 00.0% | 不變 |
| Princeton Capital Management LLC | 14,223 | $19.4 萬 | 0.06% | +14,223 | 新進 |
| OneAscent Financial Services LLC | 14,251 | $19.5 萬 | 0.14% | −10,047−41.3% | 減碼 |
| TownSquare Capital, LLC | 14,451 | $19.7 萬 | 0.00% | +14,451 | 新進 |
| SRS Capital Advisors, Inc. | 14,593 | $19.9 萬 | 0.02% | +259+1.8% | 加碼 |
| Savant Capital, LLC | 14,698 | $20.1 萬 | 0.00% | +308+2.1% | 加碼 |
| HighPoint Advisor Group LLC | 13,995 | $20.1 萬 | 0.01% | +13,995 | 新進 |
| CAPROCK Group, Inc. | 14,815 | $20.2 萬 | 0.01% | +3,152+27.0% | 加碼 |
| Los Angeles Capital Management LLC | 14,862 | $20.3 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 15,275 | $20.9 萬 | 0.00% | +4,848+46.5% | 加碼 |
| Leonteq Securities AG | 15,374 | $21.0 萬 | 0.02% | +979+6.8% | 加碼 |
| Sowell Financial Services LLC | 15,356 | $21.0 萬 | 0.01% | +15,356 | 新進 |
| Antipodes Partners Ltd | 15,417 | $21.0 萬 | 0.01% | −1,527−9.0% | 減碼 |
| Moran Wealth Management, LLC | 15,659 | $21.4 萬 | 0.01% | +200+1.3% | 加碼 |
| Savvy Advisors, Inc. | 15,785 | $21.5 萬 | 0.04% | −10,643−40.3% | 減碼 |
| HB Wealth Management, LLC | 15,816 | $21.6 萬 | 0.00% | +4,988+46.1% | 加碼 |
| Americana Partners, LLC | 15,955 | $21.8 萬 | 0.01% | +506+3.3% | 加碼 |
| Shufro Rose & Co LLC | 17,045 | $22.0 萬 | 0.02% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 16,400 | $22.4 萬 | 0.01% | +377+2.4% | 加碼 |
| D.A. Davidson & Co. | 16,821 | $23.0 萬 | 0.00% | −1,142−6.4% | 減碼 |
| American Trust | 16,923 | $23.1 萬 | 0.02% | −1,180−6.5% | 減碼 |
| Metis Global Partners, LLC | 17,062 | $23.3 萬 | 0.01% | +4,046+31.1% | 加碼 |
| Aptus Capital Advisors, LLC | 17,064 | $23.3 萬 | 0.00% | +2,099+14.0% | 加碼 |
| Congress Wealth Management LLC | 17,118 | $23.4 萬 | 0.00% | −17,075−49.9% | 減碼 |
| Parallel Advisors, LLC | 17,196 | $23.5 萬 | 0.01% | +6,722+64.2% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 17,299 | $23.6 萬 | 0.01% | +17,299 | 新進 |
| Advisor OS, LLC | 17,454 | $23.8 萬 | 0.02% | −1,557−8.2% | 減碼 |
| Boothbay Fund Management, LLC | 17,502 | $23.9 萬 | 0.01% | +17,502 | 新進 |
| Brown Advisory Inc | 17,516 | $23.9 萬 | 0.00% | −1,430−7.5% | 減碼 |
| Transcend Wealth Collective, LLC | 17,558 | $24.0 萬 | 0.02% | −1,537−8.0% | 減碼 |
| First Western Trust Bank | 17,628 | $24.1 萬 | 0.01% | +39+0.2% | 加碼 |
| Bleakley Financial Group, LLC | 18,057 | $24.6 萬 | 0.01% | +6,688+58.8% | 加碼 |
| Susquehanna International Group, LLP | 18,346 | $25.0 萬 | 0.00% | −10,324,319−99.8% | 減碼 |
| Park National Corp | 18,470 | $25.2 萬 | 0.01% | −450−2.4% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 18,561 | $25.3 萬 | 0.01% | −5,018−21.3% | 減碼 |
| Cary Street Partners Asset Management LLC | 18,561 | $25.3 萬 | 0.03% | −5,000−21.2% | 減碼 |
| Compass Group LLC | 18,939 | $25.9 萬 | 1.31% | −924,540−98.0% | 減碼 |
| Seven Mile Advisory | 19,348 | $26.4 萬 | 0.17% | +48+0.2% | 加碼 |
| Ronald Blue Trust, Inc. | 20,773 | $26.8 萬 | 0.00% | −9,866−32.2% | 減碼 |
| Granite Group Advisors, LLC | 19,629 | $26.8 萬 | 0.17% | −143−0.7% | 減碼 |
| Triumph Capital Management | 19,839 | $27.1 萬 | 0.10% | −9,844−33.2% | 減碼 |
| Park Avenue Securities LLC | 20,096 | $27.4 萬 | 0.00% | −10,301−33.9% | 減碼 |
| Vident Advisory, LLC | 20,151 | $27.5 萬 | 0.01% | −5,682−22.0% | 減碼 |
| EntryPoint Capital, LLC | 20,174 | $27.5 萬 | 0.16% | +15,027+292.0% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 20,320 | $27.7 萬 | 0.04% | +1,200+6.3% | 加碼 |
| Banco Santander, S.A. | 20,784 | $28.4 萬 | 0.00% | 00.0% | 不變 |
| Kolinsky Wealth Management, LLC | 21,087 | $28.8 萬 | 0.19% | +21,087 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,223 | $29.0 萬 | 0.01% | +7,223+51.6% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 21,327 | $29.1 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 21,600 | $29.5 萬 | 0.00% | −18,001−45.5% | 減碼 |
| Dark Forest Capital Management LP | 21,986 | $30.0 萬 | 0.04% | +21,986 | 新進 |
| Delta Asset Management LLC | 22,000 | $30.0 萬 | 0.03% | 00.0% | 不變 |
| Krane Funds Advisors LLC | 22,052 | $30.1 萬 | 0.01% | +22,052 | 新進 |
| Oppenheimer & Co Inc | 22,163 | $30.3 萬 | 0.00% | +6,891+45.1% | 加碼 |
| Occudo Quantitative Strategies LP | 22,242 | $30.4 萬 | 0.06% | −9,025−28.9% | 減碼 |
| Cercano Management LLC | 22,307 | $30.4 萬 | 0.01% | +22,307 | 新進 |
| Claro Advisors LLC | 22,676 | $31.0 萬 | 0.04% | −452−2.0% | 減碼 |
| AdvisorNet Financial, Inc | 22,937 | $31.3 萬 | 0.02% | +4,067+21.6% | 加碼 |
| Malaga Cove Capital, LLC | 22,946 | $31.3 萬 | 0.13% | +22,946 | 新進 |
| Oppenheimer Asset Management Inc. | 23,089 | $31.5 萬 | 0.00% | +2,695+13.2% | 加碼 |
| Autumn Glory Partners, LLC | 23,687 | $32.5 萬 | 0.12% | +23,687 | 新進 |
| Rakuten Securities, Inc. | 23,967 | $32.7 萬 | 0.14% | −17,674−42.4% | 減碼 |
| Wedmont Private Capital | 25,424 | $33.4 萬 | 0.02% | +2,600+11.4% | 加碼 |
| Venturi Wealth Management, LLC | 24,605 | $33.6 萬 | 0.02% | +10,884+79.3% | 加碼 |