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 4 季 13F 持有人
Nu Holdings Ltd. 在 2024/12/31 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
- 711
- 較 2024 年第 3 季 +71 家
- 持有股數
- 29.0 億
- 較 2024 年第 3 季 −1.10 億 (−3.7%)
- 總市值
- $300.9 億
- 較 2024 年第 3 季 −$110.3 億 (−26.8%)
- 新進機構
- 156
- 另有 235 家加碼
- 清倉機構
- 85
- 另有 248 家減碼
另有 12 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 4,900 | $5.08 萬 | 0.00% | +3,215+190.8% | 加碼 |
| Campbell Capital Management Inc | 5,000 | $5.18 萬 | 0.02% | +5,000 | 新進 |
| Harvest Fund Management Co., Ltd | 5,304 | $5.50 萬 | 0.00% | −37,006−87.5% | 減碼 |
| Cliffwater LLC | 5,472 | $5.67 萬 | 0.01% | +5,472 | 新進 |
| Steward Partners Investment Advisory, LLC | 5,692 | $5.90 萬 | 0.00% | −15,908−73.6% | 減碼 |
| Ancora Advisors, LLC | 5,712 | $5.92 萬 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 5,776 | $6.15 萬 | 0.01% | −431−6.9% | 減碼 |
| Whipplewood Advisors, LLC | 5,995 | $6.21 萬 | 0.04% | +5,995 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,061 | $6.28 萬 | 0.00% | −3,924−39.3% | 減碼 |
| Canton Hathaway, LLC | 6,157 | $6.40 萬 | 0.02% | −683−10.0% | 減碼 |
| Hilltop National Bank | 6,698 | $6.94 萬 | 0.02% | 00.0% | 不變 |
| Washington Trust Co | 6,775 | $7.02 萬 | 0.00% | 00.0% | 不變 |
| Ethos Financial Group, LLC | 7,873 | $8.16 萬 | 0.01% | +7,873 | 新進 |
| Newbridge Financial Services Group, Inc. | 8,000 | $8.29 萬 | 0.02% | −100−1.2% | 減碼 |
| Ridgewood Investments LLC | 8,764 | $9.08 萬 | 0.04% | 00.0% | 不變 |
| MAI Capital Management | 8,984 | $9.31 萬 | 0.00% | +8,984 | 新進 |
| Berbice Capital Management LLC | 9,000 | $9.32 萬 | 0.07% | +9,000 | 新進 |
| Quarry LP | 9,095 | $9.42 萬 | 0.02% | +1,205+15.3% | 加碼 |
| SRS Capital Advisors, Inc. | 9,153 | $9.48 萬 | 0.01% | −5,440−37.3% | 減碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 9,600 | $10.2 萬 | 0.04% | 00.0% | 不變 |
| Heritage Wealth Management, Inc. | 10,000 | $10.4 萬 | 0.09% | −31−0.3% | 減碼 |
| Chicago Trust Co NA | 10,055 | $10.4 萬 | 0.02% | 00.0% | 不變 |
| Steel Peak Wealth Management LLC | 10,132 | $10.5 萬 | 0.00% | +10,132 | 新進 |
| New York Life Investment Management LLC | 10,287 | $10.7 萬 | 0.00% | −1,486−12.6% | 減碼 |
| Jessup Wealth Management, Inc | 10,289 | $10.7 萬 | 0.05% | 00.0% | 不變 |
| Umb Bank N A | 10,437 | $10.8 萬 | 0.00% | −1,242−10.6% | 減碼 |
| Lakeshore Financial Planning, Inc. | 10,500 | $10.9 萬 | 0.05% | +10,500 | 新進 |
| CAPROCK Group, Inc. | 10,517 | $10.9 萬 | 0.00% | −4,298−29.0% | 減碼 |
| Tectonic Advisors LLC | 10,676 | $11.1 萬 | 0.01% | +10,676 | 新進 |
| Paradice Investment Management LLC | 10,696 | $11.1 萬 | 0.02% | +10,696 | 新進 |
| Delta Asset Management LLC | 10,740 | $11.1 萬 | 0.01% | −11,260−51.2% | 減碼 |
| Baird Financial Group, Inc. | 10,749 | $11.1 萬 | 0.00% | +10,749 | 新進 |
| Kovack Advisors, Inc. | 10,750 | $11.1 萬 | 0.01% | +10,750 | 新進 |
| Stonekeep Investments, LLC | 10,952 | $11.3 萬 | 0.08% | −935−7.9% | 減碼 |
| Sanders Morris Harris LLC | 11,000 | $11.4 萬 | 0.02% | +11,000 | 新進 |
| TriaGen Wealth Management LLC | 11,000 | $11.4 萬 | 0.04% | −15,243−58.1% | 減碼 |
| Stokes Family Office, LLC | 11,000 | $11.4 萬 | 0.01% | 00.0% | 不變 |
| Covestor Ltd | 10,976 | $11.4 萬 | 0.07% | +291+2.7% | 加碼 |
| United Capital Financial Advisers, LLC | 11,162 | $11.6 萬 | 0.00% | −37,896−77.2% | 減碼 |
| Dynamic Technology Lab Private Ltd | 11,153 | $11.6 萬 | 0.02% | −68,205−85.9% | 減碼 |
| Rothschild Investment LLC | 11,346 | $11.8 萬 | 0.01% | +1,633+16.8% | 加碼 |
| Boothbay Fund Management, LLC | 11,369 | $11.8 萬 | 0.00% | −6,133−35.0% | 減碼 |
| Matauro, LLC | 11,539 | $12.0 萬 | 0.03% | +11,539 | 新進 |
| ASB Consultores, LLC | 11,552 | $12.0 萬 | 0.05% | 00.0% | 不變 |
| Portside Wealth Group, LLC | 11,689 | $12.1 萬 | 0.02% | +11,689 | 新進 |
| AlTi Global, Inc. | 11,858 | $12.3 萬 | 0.00% | +11,858 | 新進 |
| Parallel Advisors, LLC | 12,131 | $12.6 萬 | 0.00% | −5,065−29.5% | 減碼 |
| OneAscent Wealth Management LLC | 12,481 | $12.9 萬 | 0.05% | +760+6.5% | 加碼 |
| Harbour Investment Management LLC | 12,458 | $12.9 萬 | 0.06% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 12,485 | $12.9 萬 | 0.00% | −465−3.6% | 減碼 |
| Wexford Capital LP | 12,626 | $13.1 萬 | 0.03% | +12,626 | 新進 |
| Numerai GP LLC | 13,121 | $13.6 萬 | 0.04% | +13,121 | 新進 |
| Northwestern Mutual Wealth Management Co | 13,151 | $13.6 萬 | 0.00% | +103+0.8% | 加碼 |
| Fortis Capital Management LLC | 13,248 | $13.7 萬 | 0.03% | +197+1.5% | 加碼 |
| Good Life Advisors, LLC | 13,275 | $13.8 萬 | 0.01% | +13,275 | 新進 |
| Agf Management Ltd | 13,451 | $13.9 萬 | 0.00% | +13,451 | 新進 |
| American Trust | 13,610 | $14.1 萬 | 0.01% | −3,313−19.6% | 減碼 |
| Janney Montgomery Scott LLC | 13,650 | $14.1 萬 | 0.00% | +13,650 | 新進 |
| Whitford Management LLC | 13,680 | $14.2 萬 | 0.04% | +13,680 | 新進 |
| Vise Technologies, Inc. | 13,725 | $14.2 萬 | 0.01% | +46+0.3% | 加碼 |
| James Investment Research Inc | 13,743 | $14.2 萬 | 0.02% | +13,743 | 新進 |
| Matrix Trust Co | 13,770 | $14.3 萬 | 0.02% | +13,770 | 新進 |
| Private Wealth Partners, LLC | 13,900 | $14.4 萬 | 0.01% | 00.0% | 不變 |
| Cantor Fitzgerald, L. P. | 14,274 | $14.9 萬 | 0.01% | +14,274 | 新進 |
| Carolina Wealth Advisors, LLC | 14,442 | $15.0 萬 | 0.08% | +11,228+349.3% | 加碼 |
| Q Capital Solutions | 14,500 | $15.0 萬 | 0.06% | +14,500 | 新進 |
| Congress Wealth Management LLC | 14,688 | $15.2 萬 | 0.00% | −2,430−14.2% | 減碼 |
| Perigon Wealth Management, LLC | 13,505 | $15.2 萬 | 0.00% | +1,216+9.9% | 加碼 |
| Alliance Wealth Advisors, LLC | 14,708 | $15.2 萬 | 0.04% | +14,708 | 新進 |
| Blueshift Asset Management, LLC | 14,733 | $15.3 萬 | 0.06% | +14,733 | 新進 |
| Park National Corp | 14,783 | $15.3 萬 | 0.01% | −3,687−20.0% | 減碼 |
| Los Angeles Capital Management LLC | 14,862 | $15.4 萬 | 0.00% | 00.0% | 不變 |
| Buckingham Strategic Partners | 15,136 | $15.7 萬 | 0.00% | +15,136 | 新進 |
| Bleakley Financial Group, LLC | 15,144 | $15.7 萬 | 0.00% | −2,913−16.1% | 減碼 |
| BIT Capital GmbH | 15,163 | $15.7 萬 | 0.01% | −4,559,899−99.7% | 減碼 |
| Tempus Wealth Planning, LLC | 15,229 | $15.8 萬 | 0.05% | +15,229 | 新進 |
| Tradition Wealth Management, LLC | 15,230 | $15.8 萬 | 0.01% | +15,230 | 新進 |
| Merit Financial Group, LLC | 15,309 | $15.9 萬 | 0.00% | +15,309 | 新進 |
| Granite Group Advisors, LLC | 15,429 | $16.0 萬 | 0.10% | −4,200−21.4% | 減碼 |
| Proequities, Inc. | 13,470 | $16.2 萬 | 0.01% | +13,470 | 新進 |
| Kolinsky Wealth Management, LLC | 15,961 | $16.5 萬 | 0.10% | −5,126−24.3% | 減碼 |
| LRI Investments, LLC | 16,200 | $16.8 萬 | 0.02% | −8,783−35.2% | 減碼 |
| Gibbs Wealth Management | 16,291 | $16.9 萬 | 0.05% | +16,291 | 新進 |
| OneAscent Financial Services LLC | 16,294 | $16.9 萬 | 0.01% | +2,043+14.3% | 加碼 |
| Parus Finance (UK) Ltd | 16,336 | $16.9 萬 | 0.05% | −21,750−57.1% | 減碼 |
| Aptus Capital Advisors, LLC | 16,476 | $17.1 萬 | 0.00% | −588−3.4% | 減碼 |
| Northwest Wealth Management, LLC | 16,637 | $17.2 萬 | 0.04% | +16,637 | 新進 |
| Rafferty Asset Management, LLC | 16,689 | $17.3 萬 | 0.00% | +16,689 | 新進 |
| Shufro Rose & Co LLC | 17,045 | $17.7 萬 | 0.01% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 17,105 | $17.7 萬 | 0.00% | +15,754+1,166.1% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 17,299 | $17.9 萬 | 0.01% | 00.0% | 不變 |
| Mesirow Financial Investment Management, Inc. | 17,347 | $18.0 萬 | 0.00% | −3,980−18.7% | 減碼 |
| HB Wealth Management, LLC | 17,668 | $18.3 萬 | 0.00% | +1,852+11.7% | 加碼 |
| Pinnacle Associates Ltd | 17,970 | $18.6 萬 | 0.00% | +17,970 | 新進 |
| Assetmark, Inc | 18,019 | $18.7 萬 | 0.00% | +2,744+18.0% | 加碼 |
| Covenant Partners, LLC | 18,210 | $18.9 萬 | 0.06% | −18,816−50.8% | 減碼 |
| Cary Street Partners Financial LLC | 18,561 | $19.2 萬 | 0.01% | +18,561 | 新進 |
| Venturi Wealth Management, LLC | 18,622 | $19.3 萬 | 0.01% | −5,983−24.3% | 減碼 |
| Metis Global Partners, LLC | 18,845 | $19.5 萬 | 0.01% | +1,783+10.5% | 加碼 |
| Banco Santander, S.A. | 18,995 | $19.7 萬 | 0.00% | −1,789−8.6% | 減碼 |