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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 25,197 | $34.4 萬 | 0.00% | −845−3.2% | 減碼 |
| Nwam LLC | 25,410 | $34.7 萬 | 0.02% | +25,410 | 新進 |
| Davenport & Co LLC | 25,500 | $34.8 萬 | 0.00% | 00.0% | 不變 |
| Harvest Investment Services, LLC | 25,789 | $35.2 萬 | 0.11% | +25,789 | 新進 |
| Quattro Financial Advisors LLC | 25,000 | $35.7 萬 | 0.10% | +25,000 | 新進 |
| TriaGen Wealth Management LLC | 26,243 | $35.8 萬 | 0.12% | +26,243 | 新進 |
| Resources Investment Advisors, LLC. | 26,477 | $36.1 萬 | 0.00% | +1,248+4.9% | 加碼 |
| Coldstream Capital Management Inc | 26,517 | $36.2 萬 | 0.01% | +801+3.1% | 加碼 |
| Accuvest Global Advisors | 26,684 | $36.4 萬 | 0.31% | 00.0% | 不變 |
| Precision Wealth Strategies, LLC | 27,016 | $36.9 萬 | 0.34% | −9,579−26.2% | 減碼 |
| Dynamo Administracao de Recursos Ltda. | 27,611 | $37.7 萬 | 15.89% | −986,631−97.3% | 減碼 |
| New Vernon Investment Management LLC | 27,624 | $37.7 萬 | 0.41% | 00.0% | 不變 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 27,741 | $37.8 萬 | 0.00% | +856+3.2% | 加碼 |
| LRI Investments, LLC | 24,983 | $37.9 萬 | 0.04% | +743+3.1% | 加碼 |
| Insigneo Advisory Services, LLC | 27,954 | $38.2 萬 | 0.04% | +8,113+40.9% | 加碼 |
| Financial Perspectives, Inc | 28,152 | $38.4 萬 | 0.13% | +488+1.8% | 加碼 |
| Guggenheim Capital LLC | 28,308 | $38.6 萬 | 0.00% | −33,908−54.5% | 減碼 |
| Sanctuary Advisors, LLC | 28,134 | $39.1 萬 | 0.00% | −22,792−44.8% | 減碼 |
| IMC-Chicago, LLC | 28,777 | $39.3 萬 | 0.01% | +28,777 | 新進 |
| Hardman Johnston Global Advisors LLC | 28,880 | $39.4 萬 | 0.02% | −4,500−13.5% | 減碼 |
| Compagnie Lombard Odier SCmA | 29,000 | $39.6 萬 | 0.01% | +29,000 | 新進 |
| Prelude Capital Management, LLC | 30,000 | $41.0 萬 | 0.03% | −13,694−31.3% | 減碼 |
| Graham Capital Management, L.P. | 30,000 | $41.0 萬 | 0.01% | −7,718−20.5% | 減碼 |
| Solstein Capital, LLC | 30,400 | $41.5 萬 | 0.22% | 00.0% | 不變 |
| Oak Thistle LLC | 30,591 | $41.8 萬 | 0.14% | +30,591 | 新進 |
| Natixis | 32,123 | $43.8 萬 | 0.00% | +25,668+397.6% | 加碼 |
| Equitable Holdings, Inc. | 32,171 | $43.9 萬 | 0.00% | +2,558+8.6% | 加碼 |
| Segall Bryant & Hamill, LLC | 32,702 | $44.6 萬 | 0.01% | +32,702 | 新進 |
| Virtu Financial LLC | 32,731 | $44.7 萬 | 0.02% | −84,641−72.1% | 減碼 |
| PFG Investments, LLC | 33,029 | $45.1 萬 | 0.03% | −934−2.8% | 減碼 |
| State of Wyoming | 34,226 | $46.7 萬 | 0.07% | +16,030+88.1% | 加碼 |
| Hamilton Capital Partners Inc. | 34,600 | $47.2 萬 | 0.04% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 34,834 | $47.5 萬 | 0.01% | −7,074−16.9% | 減碼 |
| Mount Lucas Management LP | 35,000 | $47.8 萬 | 0.16% | +35,000 | 新進 |
| Angeles Investment Advisors, LLC | 35,619 | $48.6 萬 | 0.02% | −16,930−32.2% | 減碼 |
| Platform Technology Partners | 35,669 | $48.7 萬 | 0.15% | −9,000−20.1% | 減碼 |
| Sheets Smith Wealth Management | 35,853 | $48.9 萬 | 0.06% | −85−0.2% | 減碼 |
| Kestra Advisory Services, LLC | 35,996 | $49.1 萬 | 0.00% | −4,138−10.3% | 減碼 |
| Evergreen Capital Management LLC | 36,004 | $49.1 萬 | 0.02% | 00.0% | 不變 |
| IPG Investment Advisors LLC | 36,752 | $50.2 萬 | 0.11% | −5,975−14.0% | 減碼 |
| Covenant Partners, LLC | 37,026 | $50.5 萬 | 0.15% | +413+1.1% | 加碼 |
| Marcum Wealth, LLC | 37,221 | $50.8 萬 | 0.05% | +903+2.5% | 加碼 |
| Cornerstone Wealth Group, LLC | 37,703 | $51.5 萬 | 0.04% | +120.0% | 加碼 |
| Parus Finance (UK) Ltd | 38,086 | $52.0 萬 | 0.17% | −21,582−36.2% | 減碼 |
| Financial Advocates Investment Management | 38,155 | $52.1 萬 | 0.03% | +2,537+7.1% | 加碼 |
| Nomura Holdings Inc | 38,381 | $52.4 萬 | 0.00% | −3,636−8.7% | 減碼 |
| Capital International Sarl | 38,675 | $52.8 萬 | 0.01% | −15,428−28.5% | 減碼 |
| Exencial Wealth Advisors, LLC | 38,699 | $52.8 萬 | 0.02% | −3,613−8.5% | 減碼 |
| Verdence Capital Advisors LLC | 40,167 | $54.8 萬 | 0.04% | +4,606+13.0% | 加碼 |
| FDx Advisors, Inc. | 40,615 | $55.4 萬 | 0.15% | −1,328−3.2% | 減碼 |
| Ellevest, Inc. | 40,877 | $55.8 萬 | 0.03% | +9,730+31.2% | 加碼 |
| Whittier Trust Co of Nevada Inc | 41,005 | $56.0 萬 | 0.01% | +6,140+17.6% | 加碼 |
| Blair William & Co | 41,258 | $56.3 萬 | 0.00% | +14,984+57.0% | 加碼 |
| Centiva Capital, LP | 41,607 | $56.8 萬 | 0.03% | +41,607 | 新進 |
| JustInvest LLC | 42,099 | $57.5 萬 | 0.01% | +7,618+22.1% | 加碼 |
| Harvest Fund Management Co., Ltd | 42,310 | $57.8 萬 | 0.03% | +42,310 | 新進 |
| Dakota Wealth Management | 42,498 | $58.0 萬 | 0.01% | −786−1.8% | 減碼 |
| Harbor Capital Advisors, Inc. | 42,595 | $58.1 萬 | 0.03% | +42,595 | 新進 |
| Atomi Financial Group, Inc. | 42,798 | $58.4 萬 | 0.04% | +2,596+6.5% | 加碼 |
| Marex Group plc | 43,000 | $58.7 萬 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 43,304 | $59.1 萬 | 0.02% | +3,631+9.2% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 43,389 | $59.2 萬 | 0.02% | −19,788−31.3% | 減碼 |
| CWM, LLC | 47,649 | $65.0 萬 | 0.00% | −215−0.4% | 減碼 |
| United Capital Financial Advisers, LLC | 49,058 | $67.0 萬 | 0.01% | −654−1.3% | 減碼 |
| Impact Partnership Wealth, LLC | 49,224 | $67.2 萬 | 0.15% | −8,372−14.5% | 減碼 |
| Arkfeld Wealth Strategies, L.L.C. | 51,245 | $67.8 萬 | 0.33% | −300−0.6% | 減碼 |
| Penbrook Management LLC | 49,690 | $67.8 萬 | 0.44% | +49,690 | 新進 |
| Siren, L.L.C. | 50,000 | $68.3 萬 | 0.03% | +50,000 | 新進 |
| C WorldWide Group Holding A/S | 50,421 | $68.8 萬 | 0.01% | −24,799−33.0% | 減碼 |
| Legacy Wealth Asset Management, LLC | 50,406 | $68.8 萬 | 0.18% | −537−1.1% | 減碼 |
| Thoroughbred Financial Services, LLC | 51,059 | $69.6 萬 | 0.04% | −150−0.3% | 減碼 |
| Advisory Services Network, LLC | 54,697 | $70.5 萬 | 0.01% | 00.0% | 不變 |
| Private Advisor Group, LLC | 52,375 | $71.5 萬 | 0.00% | −35,172−40.2% | 減碼 |
| Avestar Capital, LLC | 52,456 | $71.6 萬 | 0.08% | +177+0.3% | 加碼 |
| Dnca Finance | 53,000 | $72.3 萬 | 0.06% | −36,000−40.4% | 減碼 |
| J.Safra Asset Management Corp | 52,370 | $72.6 萬 | 0.07% | −30,788−37.0% | 減碼 |
| Emerald Advisers, LLC | 54,050 | $73.8 萬 | 0.03% | +15,691+40.9% | 加碼 |
| Ossiam | 54,311 | $74.1 萬 | 0.01% | +22,416+70.3% | 加碼 |
| HAP Trading, LLC | 55,532 | $75.8 萬 | 0.38% | +55,532 | 新進 |
| Morse Asset Management, Inc | 58,786 | $80.2 萬 | 0.17% | +24,436+71.1% | 加碼 |
| Harbour Investments, Inc. | 59,269 | $80.9 萬 | 0.02% | −1,036−1.7% | 減碼 |
| Wedbush Securities Inc | 59,548 | $81.3 萬 | 0.03% | +37,676+172.3% | 加碼 |
| Aigen Investment Management, LP | 59,662 | $81.4 萬 | 0.16% | +59,662 | 新進 |
| Knollwood Investment Advisory, LLC | 59,800 | $81.6 萬 | 0.09% | 00.0% | 不變 |
| Seven Eight Capital, LP | 60,047 | $82.0 萬 | 0.07% | +60,047 | 新進 |
| Personal Cfo Solutions, LLC | 62,144 | $84.8 萬 | 0.12% | −183−0.3% | 減碼 |
| ABN AMRO Bank N.V. | 63,194 | $85.8 萬 | 0.01% | 00.0% | 不變 |
| Quantinno Capital Management LP | 64,156 | $87.6 萬 | 0.01% | +33,968+112.5% | 加碼 |
| Qsemble Capital Management, LP | 64,519 | $88.1 萬 | 0.16% | +64,519 | 新進 |
| Sand Hill Global Advisors, LLC | 65,292 | $89.1 萬 | 0.04% | −7,500−10.3% | 減碼 |
| Engineers Gate Manager LP | 65,692 | $89.7 萬 | 0.02% | +36,660+126.3% | 加碼 |
| Gateway Advisory, LLC | 65,791 | $89.8 萬 | 0.14% | −3,464−5.0% | 減碼 |
| Legacy Bridge, LLC | 65,800 | $89.8 萬 | 0.48% | +250.0% | 加碼 |
| Salvus Wealth Management, LLC | 67,000 | $91.5 萬 | 0.56% | 00.0% | 不變 |
| Citizens Financial Group Inc | 67,358 | $91.9 萬 | 0.02% | −506−0.7% | 減碼 |
| Birinyi Associates Inc | 67,500 | $92.1 萬 | 0.26% | −18,750−21.7% | 減碼 |
| Private Advisory Group LLC | 67,744 | $92.5 萬 | 0.12% | +3,501+5.4% | 加碼 |
| Partners Capital Investment Group, LLP | 67,788 | $92.5 萬 | 0.01% | −8,850−11.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 68,110 | $93.0 萬 | 0.00% | −257,120−79.1% | 減碼 |
| XTX Topco Ltd | 68,814 | $93.9 萬 | 0.07% | +68,814 | 新進 |