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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 41,005 | $56.0 萬 | 0.01% | +6,140+17.6% | 加碼 |
| Ellevest, Inc. | 40,877 | $55.8 萬 | 0.03% | +9,730+31.2% | 加碼 |
| FDx Advisors, Inc. | 40,615 | $55.4 萬 | 0.15% | −1,328−3.2% | 減碼 |
| Verdence Capital Advisors LLC | 40,167 | $54.8 萬 | 0.04% | +4,606+13.0% | 加碼 |
| Exencial Wealth Advisors, LLC | 38,699 | $52.8 萬 | 0.02% | −3,613−8.5% | 減碼 |
| Capital International Sarl | 38,675 | $52.8 萬 | 0.01% | −15,428−28.5% | 減碼 |
| Nomura Holdings Inc | 38,381 | $52.4 萬 | 0.00% | −3,636−8.7% | 減碼 |
| Financial Advocates Investment Management | 38,155 | $52.1 萬 | 0.03% | +2,537+7.1% | 加碼 |
| Parus Finance (UK) Ltd | 38,086 | $52.0 萬 | 0.17% | −21,582−36.2% | 減碼 |
| Cornerstone Wealth Group, LLC | 37,703 | $51.5 萬 | 0.04% | +120.0% | 加碼 |
| Marcum Wealth, LLC | 37,221 | $50.8 萬 | 0.05% | +903+2.5% | 加碼 |
| Covenant Partners, LLC | 37,026 | $50.5 萬 | 0.15% | +413+1.1% | 加碼 |
| IPG Investment Advisors LLC | 36,752 | $50.2 萬 | 0.11% | −5,975−14.0% | 減碼 |
| Evergreen Capital Management LLC | 36,004 | $49.1 萬 | 0.02% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 35,996 | $49.1 萬 | 0.00% | −4,138−10.3% | 減碼 |
| Sheets Smith Wealth Management | 35,853 | $48.9 萬 | 0.06% | −85−0.2% | 減碼 |
| Platform Technology Partners | 35,669 | $48.7 萬 | 0.15% | −9,000−20.1% | 減碼 |
| Angeles Investment Advisors, LLC | 35,619 | $48.6 萬 | 0.02% | −16,930−32.2% | 減碼 |
| Mount Lucas Management LP | 35,000 | $47.8 萬 | 0.16% | +35,000 | 新進 |
| Advisors Asset Management, Inc. | 34,834 | $47.5 萬 | 0.01% | −7,074−16.9% | 減碼 |
| Hamilton Capital Partners Inc. | 34,600 | $47.2 萬 | 0.04% | 00.0% | 不變 |
| State of Wyoming | 34,226 | $46.7 萬 | 0.07% | +16,030+88.1% | 加碼 |
| PFG Investments, LLC | 33,029 | $45.1 萬 | 0.03% | −934−2.8% | 減碼 |
| Virtu Financial LLC | 32,731 | $44.7 萬 | 0.02% | −84,641−72.1% | 減碼 |
| Segall Bryant & Hamill, LLC | 32,702 | $44.6 萬 | 0.01% | +32,702 | 新進 |
| Equitable Holdings, Inc. | 32,171 | $43.9 萬 | 0.00% | +2,558+8.6% | 加碼 |
| Natixis | 32,123 | $43.8 萬 | 0.00% | +25,668+397.6% | 加碼 |
| Oak Thistle LLC | 30,591 | $41.8 萬 | 0.14% | +30,591 | 新進 |
| Solstein Capital, LLC | 30,400 | $41.5 萬 | 0.22% | 00.0% | 不變 |
| 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 |
| Compagnie Lombard Odier SCmA | 29,000 | $39.6 萬 | 0.01% | +29,000 | 新進 |
| Hardman Johnston Global Advisors LLC | 28,880 | $39.4 萬 | 0.02% | −4,500−13.5% | 減碼 |
| IMC-Chicago, LLC | 28,777 | $39.3 萬 | 0.01% | +28,777 | 新進 |
| Sanctuary Advisors, LLC | 28,134 | $39.1 萬 | 0.00% | −22,792−44.8% | 減碼 |
| Guggenheim Capital LLC | 28,308 | $38.6 萬 | 0.00% | −33,908−54.5% | 減碼 |
| Financial Perspectives, Inc | 28,152 | $38.4 萬 | 0.13% | +488+1.8% | 加碼 |
| Insigneo Advisory Services, LLC | 27,954 | $38.2 萬 | 0.04% | +8,113+40.9% | 加碼 |
| LRI Investments, LLC | 24,983 | $37.9 萬 | 0.04% | +743+3.1% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 27,741 | $37.8 萬 | 0.00% | +856+3.2% | 加碼 |
| New Vernon Investment Management LLC | 27,624 | $37.7 萬 | 0.41% | 00.0% | 不變 |
| Dynamo Administracao de Recursos Ltda. | 27,611 | $37.7 萬 | 15.89% | −986,631−97.3% | 減碼 |
| Precision Wealth Strategies, LLC | 27,016 | $36.9 萬 | 0.34% | −9,579−26.2% | 減碼 |
| Accuvest Global Advisors | 26,684 | $36.4 萬 | 0.31% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 26,517 | $36.2 萬 | 0.01% | +801+3.1% | 加碼 |
| Resources Investment Advisors, LLC. | 26,477 | $36.1 萬 | 0.00% | +1,248+4.9% | 加碼 |
| TriaGen Wealth Management LLC | 26,243 | $35.8 萬 | 0.12% | +26,243 | 新進 |
| Quattro Financial Advisors LLC | 25,000 | $35.7 萬 | 0.10% | +25,000 | 新進 |
| Harvest Investment Services, LLC | 25,789 | $35.2 萬 | 0.11% | +25,789 | 新進 |
| Davenport & Co LLC | 25,500 | $34.8 萬 | 0.00% | 00.0% | 不變 |
| Nwam LLC | 25,410 | $34.7 萬 | 0.02% | +25,410 | 新進 |
| Integrated Wealth Concepts LLC | 25,197 | $34.4 萬 | 0.00% | −845−3.2% | 減碼 |
| Venturi Wealth Management, LLC | 24,605 | $33.6 萬 | 0.02% | +10,884+79.3% | 加碼 |
| Wedmont Private Capital | 25,424 | $33.4 萬 | 0.02% | +2,600+11.4% | 加碼 |
| Rakuten Securities, Inc. | 23,967 | $32.7 萬 | 0.14% | −17,674−42.4% | 減碼 |
| Autumn Glory Partners, LLC | 23,687 | $32.5 萬 | 0.12% | +23,687 | 新進 |
| Oppenheimer Asset Management Inc. | 23,089 | $31.5 萬 | 0.00% | +2,695+13.2% | 加碼 |
| Malaga Cove Capital, LLC | 22,946 | $31.3 萬 | 0.13% | +22,946 | 新進 |
| AdvisorNet Financial, Inc | 22,937 | $31.3 萬 | 0.02% | +4,067+21.6% | 加碼 |
| Claro Advisors LLC | 22,676 | $31.0 萬 | 0.04% | −452−2.0% | 減碼 |
| Cercano Management LLC | 22,307 | $30.4 萬 | 0.01% | +22,307 | 新進 |
| Occudo Quantitative Strategies LP | 22,242 | $30.4 萬 | 0.06% | −9,025−28.9% | 減碼 |
| Oppenheimer & Co Inc | 22,163 | $30.3 萬 | 0.00% | +6,891+45.1% | 加碼 |
| Krane Funds Advisors LLC | 22,052 | $30.1 萬 | 0.01% | +22,052 | 新進 |
| Delta Asset Management LLC | 22,000 | $30.0 萬 | 0.03% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 21,986 | $30.0 萬 | 0.04% | +21,986 | 新進 |
| Steward Partners Investment Advisory, LLC | 21,600 | $29.5 萬 | 0.00% | −18,001−45.5% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 21,327 | $29.1 萬 | 0.01% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,223 | $29.0 萬 | 0.01% | +7,223+51.6% | 加碼 |
| Kolinsky Wealth Management, LLC | 21,087 | $28.8 萬 | 0.19% | +21,087 | 新進 |
| Banco Santander, S.A. | 20,784 | $28.4 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 20,320 | $27.7 萬 | 0.04% | +1,200+6.3% | 加碼 |
| EntryPoint Capital, LLC | 20,174 | $27.5 萬 | 0.16% | +15,027+292.0% | 加碼 |
| Vident Advisory, LLC | 20,151 | $27.5 萬 | 0.01% | −5,682−22.0% | 減碼 |
| Park Avenue Securities LLC | 20,096 | $27.4 萬 | 0.00% | −10,301−33.9% | 減碼 |
| Triumph Capital Management | 19,839 | $27.1 萬 | 0.10% | −9,844−33.2% | 減碼 |
| Granite Group Advisors, LLC | 19,629 | $26.8 萬 | 0.17% | −143−0.7% | 減碼 |
| Ronald Blue Trust, Inc. | 20,773 | $26.8 萬 | 0.00% | −9,866−32.2% | 減碼 |
| Seven Mile Advisory | 19,348 | $26.4 萬 | 0.17% | +48+0.2% | 加碼 |
| Compass Group LLC | 18,939 | $25.9 萬 | 1.31% | −924,540−98.0% | 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 |
| Park National Corp | 18,470 | $25.2 萬 | 0.01% | −450−2.4% | 減碼 |
| Susquehanna International Group, LLP | 18,346 | $25.0 萬 | 0.00% | −10,324,319−99.8% | 減碼 |
| Bleakley Financial Group, LLC | 18,057 | $24.6 萬 | 0.01% | +6,688+58.8% | 加碼 |
| First Western Trust Bank | 17,628 | $24.1 萬 | 0.01% | +39+0.2% | 加碼 |
| Transcend Wealth Collective, LLC | 17,558 | $24.0 萬 | 0.02% | −1,537−8.0% | 減碼 |
| Brown Advisory Inc | 17,516 | $23.9 萬 | 0.00% | −1,430−7.5% | 減碼 |
| Boothbay Fund Management, LLC | 17,502 | $23.9 萬 | 0.01% | +17,502 | 新進 |
| Advisor OS, LLC | 17,454 | $23.8 萬 | 0.02% | −1,557−8.2% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 17,299 | $23.6 萬 | 0.01% | +17,299 | 新進 |
| Parallel Advisors, LLC | 17,196 | $23.5 萬 | 0.01% | +6,722+64.2% | 加碼 |
| Congress Wealth Management LLC | 17,118 | $23.4 萬 | 0.00% | −17,075−49.9% | 減碼 |
| Aptus Capital Advisors, LLC | 17,064 | $23.3 萬 | 0.00% | +2,099+14.0% | 加碼 |
| Metis Global Partners, LLC | 17,062 | $23.3 萬 | 0.01% | +4,046+31.1% | 加碼 |
| American Trust | 16,923 | $23.1 萬 | 0.02% | −1,180−6.5% | 減碼 |
| D.A. Davidson & Co. | 16,821 | $23.0 萬 | 0.00% | −1,142−6.4% | 減碼 |
| Gladstone Institutional Advisory LLC | 16,400 | $22.4 萬 | 0.01% | +377+2.4% | 加碼 |
| Shufro Rose & Co LLC | 17,045 | $22.0 萬 | 0.02% | 00.0% | 不變 |
| Americana Partners, LLC | 15,955 | $21.8 萬 | 0.01% | +506+3.3% | 加碼 |