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。
2025 年第 1 季 13F 持有人
Nu Holdings Ltd. 在 2025/3/31 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
- 733
- 較 2024 年第 4 季 +31 家
- 持有股數
- 28.1 億
- 較 2024 年第 4 季 −6,190 萬 (−2.2%)
- 總市值
- $288.1 億
- 較 2024 年第 4 季 −$10.1 億 (−3.4%)
- 新進機構
- 135
- 另有 316 家加碼
- 清倉機構
- 104
- 另有 199 家減碼
另有 9 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Orion Capital Management LLC | 5,300 | $5.43 萬 | 0.02% | +500+10.4% | 加碼 |
| Cliffwater LLC | 5,472 | $5.60 萬 | 0.01% | 00.0% | 不變 |
| Ancora Advisors, LLC | 5,712 | $5.85 萬 | 0.00% | 00.0% | 不變 |
| Opal Wealth Advisors, LLC | 5,749 | $5.89 萬 | 0.02% | +5,749 | 新進 |
| Nisa Investment Advisors, LLC | 6,000 | $6.14 萬 | 0.00% | +6,000 | 新進 |
| Focused Wealth Management, Inc | 6,000 | $6.14 萬 | 0.01% | +6,000 | 新進 |
| Whipplewood Advisors, LLC | 3,517 | $6.21 萬 | 0.04% | −2,478−41.3% | 減碼 |
| Central Trust Co | 6,640 | $6.80 萬 | 0.00% | +6,500+4,642.9% | 加碼 |
| GAMMA Investing LLC | 7,050 | $7.22 萬 | 0.01% | +3,723+111.9% | 加碼 |
| Bryn Mawr Trust Co | 7,879 | $8.07 萬 | 0.00% | +6,585+508.9% | 加碼 |
| MAI Capital Management | 7,984 | $8.18 萬 | 0.00% | −1,000−11.1% | 減碼 |
| Berbice Capital Management LLC | 8,000 | $8.19 萬 | 0.07% | −1,000−11.1% | 減碼 |
| Newbridge Financial Services Group, Inc. | 8,000 | $8.19 萬 | 0.02% | 00.0% | 不變 |
| Headlands Technologies LLC | 8,607 | $8.81 萬 | 0.01% | +8,607 | 新進 |
| Ridgewood Investments LLC | 8,764 | $8.97 萬 | 0.04% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 8,725 | $9.03 萬 | 0.01% | +2,949+51.1% | 加碼 |
| Quarry LP | 8,913 | $9.13 萬 | 0.02% | −182−2.0% | 減碼 |
| Umb Bank N A | 9,251 | $9.47 萬 | 0.00% | −1,186−11.4% | 減碼 |
| Heritage Wealth Management, Inc. | 10,000 | $10.2 萬 | 0.09% | 00.0% | 不變 |
| Advisor Resource Council | 10,000 | $10.2 萬 | 0.01% | +10,000 | 新進 |
| Caas Capital Management LP | 10,130 | $10.4 萬 | 0.05% | +10,130 | 新進 |
| Eagle Rock Investment Company, LLC | 10,144 | $10.4 萬 | 0.02% | +10,144 | 新進 |
| Jessup Wealth Management, Inc | 10,289 | $10.5 萬 | 0.04% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 10,392 | $10.6 萬 | 0.00% | +10,392 | 新進 |
| Eisler Capital Management Ltd. | 10,499 | $10.7 萬 | 0.00% | +10,499 | 新進 |
| Cloud Capital Management, LLC | 10,735 | $10.9 萬 | 0.08% | +10,735 | 新進 |
| Independent Advisor Alliance | 10,699 | $11.0 萬 | 0.00% | +10,699 | 新進 |
| Delta Asset Management LLC | 10,740 | $11.0 萬 | 0.01% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 10,750 | $11.0 萬 | 0.01% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 10,820 | $11.3 萬 | 0.00% | +10,820 | 新進 |
| PDS Planning, Inc | 11,124 | $11.4 萬 | 0.01% | +11,124 | 新進 |
| Signaturefd, LLC | 11,149 | $11.4 萬 | 0.00% | +7,314+190.7% | 加碼 |
| Verus Capital Partners, LLC | 11,203 | $11.5 萬 | 0.01% | +11,203 | 新進 |
| PDT Partners, LLC | 11,404 | $11.7 萬 | 0.01% | −252,807−95.7% | 減碼 |
| Fortis Capital Management LLC | 11,492 | $11.8 萬 | 0.02% | −1,756−13.3% | 減碼 |
| Core Wealth Partners LLC | 11,500 | $11.8 萬 | 0.07% | +11,500 | 新進 |
| Matauro, LLC | 11,539 | $11.8 萬 | 0.02% | 00.0% | 不變 |
| Harbour Investment Management LLC | 11,603 | $11.9 萬 | 0.05% | −855−6.9% | 減碼 |
| SRS Capital Advisors, Inc. | 11,621 | $11.9 萬 | 0.01% | +2,468+27.0% | 加碼 |
| Stonekeep Investments, LLC | 11,709 | $12.0 萬 | 0.09% | +757+6.9% | 加碼 |
| Rafferty Asset Management, LLC | 11,743 | $12.0 萬 | 0.00% | −4,946−29.6% | 減碼 |
| Black Swift Group, LLC | 11,750 | $12.0 萬 | 0.03% | −208,000−94.7% | 減碼 |
| Banque Cantonale Vaudoise | 11,955 | $12.2 萬 | 0.01% | +11,955 | 新進 |
| Ascent Group, LLC | 11,917 | $12.2 萬 | 0.01% | +11,917 | 新進 |
| James Investment Research Inc | 12,094 | $12.4 萬 | 0.02% | −1,649−12.0% | 減碼 |
| Nebula Research & Development LLC | 12,177 | $12.5 萬 | 0.01% | +12,177 | 新進 |
| Paradice Investment Management LLC | 12,377 | $12.7 萬 | 0.03% | +1,681+15.7% | 加碼 |
| TriaGen Wealth Management LLC | 12,500 | $12.8 萬 | 0.05% | +1,500+13.6% | 加碼 |
| PharVision Advisers, LLC | 12,577 | $12.9 萬 | 0.18% | −25,940−67.3% | 減碼 |
| Sowell Financial Services LLC | 12,659 | $13.0 萬 | 0.01% | +12,659 | 新進 |
| United Capital Financial Advisers, LLC | 13,070 | $13.4 萬 | 0.00% | +1,908+17.1% | 加碼 |
| Garden State Investment Advisory Services LLC | 13,088 | $13.4 萬 | 0.04% | +13,088 | 新進 |
| Sivia Capital Partners, LLC | 13,343 | $13.7 萬 | 0.06% | +13,343 | 新進 |
| Covestor Ltd | 13,348 | $13.7 萬 | 0.09% | +2,372+21.6% | 加碼 |
| Ballentine Partners, LLC | 13,405 | $13.7 萬 | 0.00% | +13,405 | 新進 |
| LRI Investments, LLC | 13,455 | $13.8 萬 | 0.01% | −2,745−16.9% | 減碼 |
| Agf Management Ltd | 13,587 | $13.9 萬 | 0.00% | +136+1.0% | 加碼 |
| Parallel Advisors, LLC | 13,701 | $14.0 萬 | 0.00% | +1,570+12.9% | 加碼 |
| Private Wealth Partners, LLC | 13,900 | $14.2 萬 | 0.01% | 00.0% | 不變 |
| Good Life Advisors, LLC | 14,275 | $14.6 萬 | 0.01% | +1,000+7.5% | 加碼 |
| Park National Corp | 14,279 | $14.6 萬 | 0.01% | −504−3.4% | 減碼 |
| Summit Trail Advisors, LLC | 14,539 | $14.9 萬 | 0.00% | +14,539 | 新進 |
| Tectonic Advisors LLC | 14,569 | $14.9 萬 | 0.01% | +3,893+36.5% | 加碼 |
| Perigon Wealth Management, LLC | 14,641 | $15.0 萬 | 0.00% | +1,136+8.4% | 加碼 |
| Sepio Capital, LP | 14,696 | $15.0 萬 | 0.01% | +14,696 | 新進 |
| Assetmark, Inc | 14,713 | $15.1 萬 | 0.00% | −3,306−18.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 14,797 | $15.2 萬 | 0.00% | +14,797 | 新進 |
| Los Angeles Capital Management LLC | 14,862 | $15.2 萬 | 0.00% | 00.0% | 不變 |
| Western Wealth Management, LLC | 14,898 | $15.3 萬 | 0.01% | +14,898 | 新進 |
| Campbell Capital Management Inc | 15,000 | $15.4 萬 | 0.09% | +10,000+200.0% | 加碼 |
| Dauntless Investment Group, LLC | 15,000 | $15.4 萬 | 0.57% | +15,000 | 新進 |
| Granite Group Advisors, LLC | 15,429 | $15.8 萬 | 0.11% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 15,438 | $15.8 萬 | 0.01% | +15,438 | 新進 |
| AssuredPartners Investment Advisors, LLC | 15,659 | $16.0 萬 | 0.03% | +15,659 | 新進 |
| Boothbay Fund Management, LLC | 15,756 | $16.1 萬 | 0.01% | +4,387+38.6% | 加碼 |
| Atria Wealth Solutions, Inc. | 15,861 | $16.2 萬 | 0.00% | +15,861 | 新進 |
| Buckingham Strategic Partners | 15,974 | $16.4 萬 | 0.00% | +838+5.5% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 16,271 | $16.7 萬 | 0.03% | +16,271 | 新進 |
| Fullcircle Wealth LLC | 13,863 | $16.8 萬 | 0.07% | +13,863 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,500 | $16.9 萬 | 0.00% | −2,835−14.7% | 減碼 |
| Rothschild Investment LLC | 16,625 | $17.0 萬 | 0.01% | +5,279+46.5% | 加碼 |
| Syon Capital LLC | 16,817 | $17.2 萬 | 0.01% | +16,817 | 新進 |
| Northwestern Mutual Wealth Management Co | 16,939 | $17.3 萬 | 0.00% | +3,788+28.8% | 加碼 |
| Shufro Rose & Co LLC | 17,045 | $17.5 萬 | 0.01% | 00.0% | 不變 |
| Northwest Wealth Management, LLC | 17,099 | $17.5 萬 | 0.03% | +462+2.8% | 加碼 |
| Alliance Wealth Advisors, LLC | 17,298 | $17.7 萬 | 0.05% | +2,590+17.6% | 加碼 |
| Merit Financial Group, LLC | 17,590 | $18.0 萬 | 0.00% | +2,281+14.9% | 加碼 |
| Portside Wealth Group, LLC | 17,625 | $18.0 萬 | 0.03% | +5,936+50.8% | 加碼 |
| Aptus Capital Advisors, LLC | 17,638 | $18.1 萬 | 0.00% | +1,162+7.1% | 加碼 |
| Fox Run Management, L.L.C. | 17,704 | $18.1 萬 | 0.03% | +17,704 | 新進 |
| Breakwater Capital Group | 18,074 | $18.5 萬 | 0.03% | +18,074 | 新進 |
| Pinnacle Associates Ltd | 18,107 | $18.5 萬 | 0.00% | +137+0.8% | 加碼 |
| Cary Street Partners Financial LLC | 18,561 | $19.0 萬 | 0.01% | 00.0% | 不變 |
| Interchange Capital Partners, LLC | 18,726 | $19.2 萬 | 0.05% | +18,726 | 新進 |
| Canvas Wealth Advisors, LLC | 18,130 | $20.3 萬 | 0.05% | +18,130 | 新進 |
| Quattro Financial Advisors LLC | 20,000 | $20.5 萬 | 0.07% | −5,000−20.0% | 減碼 |
| Krane Funds Advisors LLC | 20,322 | $20.8 萬 | 0.01% | −1,730−7.8% | 減碼 |
| Metis Global Partners, LLC | 20,333 | $20.8 萬 | 0.01% | +1,488+7.9% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 20,605 | $21.1 萬 | 0.00% | +3,258+18.8% | 加碼 |
| Panagora Asset Management Inc | 21,239 | $21.7 萬 | 0.00% | −747,380−97.2% | 減碼 |