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 2 季 13F 持有人
Nu Holdings Ltd. 在 2025/6/30 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
- 784
- 較 2025 年第 1 季 +62 家
- 持有股數
- 27.7 億
- 較 2025 年第 1 季 −4,024 萬 (−1.4%)
- 總市值
- $378.5 億
- 較 2025 年第 1 季 +$91.2 億 (+31.7%)
- 新進機構
- 141
- 另有 323 家加碼
- 清倉機構
- 79
- 另有 228 家減碼
另有 11 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Quarry LP | 5,637 | $7.73 萬 | 0.02% | −3,276−36.8% | 減碼 |
| Ancora Advisors, LLC | 5,712 | $7.84 萬 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 5,800 | $7.96 萬 | 0.00% | −840−12.7% | 減碼 |
| Opal Wealth Advisors, LLC | 5,920 | $8.12 萬 | 0.02% | +171+3.0% | 加碼 |
| Whipplewood Advisors, LLC | 6,223 | $8.54 萬 | 0.05% | +2,706+76.9% | 加碼 |
| TD Waterhouse Canada Inc. | 6,352 | $8.66 萬 | 0.00% | +5,552+694.0% | 加碼 |
| Smartleaf Asset Management LLC | 7,295 | $9.67 萬 | 0.01% | −1,430−16.4% | 減碼 |
| Skopos Labs, Inc. | 7,236 | $9.93 萬 | 0.01% | +5,329+279.4% | 加碼 |
| Newbridge Financial Services Group, Inc. | 8,000 | $11.0 萬 | 0.02% | 00.0% | 不變 |
| Berbice Capital Management LLC | 8,000 | $11.0 萬 | 0.08% | 00.0% | 不變 |
| Assetmark, Inc | 8,169 | $11.2 萬 | 0.00% | −6,544−44.5% | 減碼 |
| MAI Capital Management | 8,509 | $11.7 萬 | 0.00% | +525+6.6% | 加碼 |
| Ridgewood Investments LLC | 8,764 | $12.0 萬 | 0.05% | 00.0% | 不變 |
| Aventura Private Wealth, LLC | 8,895 | $12.2 萬 | 0.05% | +7,200+424.8% | 加碼 |
| GAMMA Investing LLC | 9,755 | $13.4 萬 | 0.01% | +2,705+38.4% | 加碼 |
| Heritage Wealth Management, Inc. | 10,000 | $13.7 萬 | 0.10% | 00.0% | 不變 |
| Garden State Investment Advisory Services LLC | 10,088 | $13.8 萬 | 0.04% | −3,000−22.9% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 10,144 | $13.9 萬 | 0.01% | +10,144 | 新進 |
| American Trust | 10,190 | $14.0 萬 | 0.01% | +10,190 | 新進 |
| Aspen Grove Capital, LLC | 10,511 | $14.4 萬 | 0.02% | +10,511 | 新進 |
| Delta Asset Management LLC | 10,740 | $14.7 萬 | 0.01% | 00.0% | 不變 |
| Ascent Group, LLC | 10,787 | $14.8 萬 | 0.01% | −1,130−9.5% | 減碼 |
| Quantitative Investment Management, LLC | 10,863 | $14.9 萬 | 0.02% | +10,863 | 新進 |
| Umb Bank N A | 11,113 | $15.2 萬 | 0.00% | +1,862+20.1% | 加碼 |
| Pinnacle Associates Ltd | 11,145 | $15.3 萬 | 0.00% | −6,962−38.4% | 減碼 |
| Stonekeep Investments, LLC | 11,294 | $15.5 萬 | 0.10% | −415−3.5% | 減碼 |
| Covestor Ltd | 11,275 | $15.5 萬 | 0.09% | −2,073−15.5% | 減碼 |
| Harvest Fund Management Co., Ltd | 11,261 | $15.5 萬 | 0.01% | +8,204+268.4% | 加碼 |
| SRS Capital Advisors, Inc. | 11,393 | $15.6 萬 | 0.01% | −228−2.0% | 減碼 |
| We Are One Seven, LLC | 11,729 | $16.1 萬 | 0.01% | +11,729 | 新進 |
| DGS Capital Management, LLC | 11,736 | $16.1 萬 | 0.03% | +11,736 | 新進 |
| Fullcircle Wealth LLC | 13,475 | $16.2 萬 | 0.06% | −388−2.8% | 減碼 |
| D.B. Root & Company, LLC | 11,832 | $16.2 萬 | 0.05% | +11,832 | 新進 |
| Marathon Trading Investment Management LLC | 12,200 | $16.7 萬 | 0.10% | −17,800−59.3% | 減碼 |
| TriaGen Wealth Management LLC | 12,500 | $17.1 萬 | 0.05% | 00.0% | 不變 |
| Core Wealth Partners LLC | 12,500 | $17.1 萬 | 0.09% | +1,000+8.7% | 加碼 |
| Paradice Investment Management LLC | 12,561 | $17.2 萬 | 0.04% | +184+1.5% | 加碼 |
| Drive Wealth Management, LLC | 12,569 | $17.2 萬 | 0.04% | +12,569 | 新進 |
| United Capital Financial Advisers, LLC | 12,700 | $17.4 萬 | 0.00% | −370−2.8% | 減碼 |
| Shufro Rose & Co LLC | 17,045 | $17.5 萬 | 0.01% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 12,827 | $17.6 萬 | 0.00% | +12,827 | 新進 |
| Sowell Financial Services LLC | 12,953 | $17.8 萬 | 0.01% | +294+2.3% | 加碼 |
| GeoWealth Management, LLC | 12,961 | $17.8 萬 | 0.01% | +9,994+336.8% | 加碼 |
| PDS Planning, Inc | 13,033 | $17.9 萬 | 0.01% | +1,909+17.2% | 加碼 |
| AssuredPartners Investment Advisors, LLC | 13,266 | $18.2 萬 | 0.04% | −2,393−15.3% | 減碼 |
| Eagle Rock Investment Company, LLC | 13,540 | $18.6 萬 | 0.03% | +3,396+33.5% | 加碼 |
| EdgePoint Investment Group Inc. | 13,573 | $18.6 萬 | 0.00% | +13,573 | 新進 |
| Main Street Financial Solutions, LLC | 13,627 | $18.7 萬 | 0.01% | +13,627 | 新進 |
| Summit Trail Advisors, LLC | 13,844 | $19.0 萬 | 0.00% | −695−4.8% | 減碼 |
| Private Wealth Partners, LLC | 13,900 | $19.1 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 14,557 | $20.0 萬 | 0.00% | −2,382−14.1% | 減碼 |
| Tectonic Advisors LLC | 14,566 | $20.0 萬 | 0.01% | −30.0% | 減碼 |
| Park National Corp | 14,677 | $20.1 萬 | 0.01% | +398+2.8% | 加碼 |
| D.A. Davidson & Co. | 14,945 | $20.5 萬 | 0.00% | −17,650−54.1% | 減碼 |
| Scott Marsh Financial, LLC | 15,002 | $20.6 萬 | 0.08% | +15,002 | 新進 |
| Cresset Asset Management, LLC | 15,241 | $20.9 萬 | 0.00% | −8,321−35.3% | 減碼 |
| Orion Capital Management LLC | 15,300 | $21.0 萬 | 0.08% | +10,000+188.7% | 加碼 |
| Fortis Capital Management LLC | 15,352 | $21.1 萬 | 0.03% | +3,860+33.6% | 加碼 |
| Granite Group Advisors, LLC | 15,429 | $21.2 萬 | 0.13% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 15,438 | $21.2 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 15,474 | $21.2 萬 | 0.03% | −797−4.9% | 減碼 |
| Signaturefd, LLC | 15,541 | $21.3 萬 | 0.00% | +4,392+39.4% | 加碼 |
| Cary Street Partners Financial LLC | 15,561 | $21.3 萬 | 0.01% | −3,000−16.2% | 減碼 |
| Parallel Advisors, LLC | 15,794 | $21.7 萬 | 0.00% | +2,093+15.3% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 15,802 | $21.7 萬 | 0.00% | −4,803−23.3% | 減碼 |
| Chicago Trust Co NA | 15,916 | $21.8 萬 | 0.03% | −5,769−26.6% | 減碼 |
| DLD Asset Management, LP | 16,105 | $22.1 萬 | 0.03% | +16,105 | 新進 |
| Vancity Investment Management Ltd | 16,143 | $22.1 萬 | 0.03% | +16,143 | 新進 |
| Rafferty Asset Management, LLC | 16,202 | $22.2 萬 | 0.00% | +4,459+38.0% | 加碼 |
| Element Pointe Advisors, LLC | 16,422 | $22.5 萬 | 0.05% | +16,422 | 新進 |
| Canvas Wealth Advisors, LLC | 18,187 | $22.9 萬 | 0.05% | +57+0.3% | 加碼 |
| Transcend Wealth Collective, LLC | 16,770 | $23.0 萬 | 0.02% | −4,855−22.5% | 減碼 |
| Krane Funds Advisors LLC | 16,834 | $23.1 萬 | 0.01% | −3,488−17.2% | 減碼 |
| Intellectus Partners, LLC | 17,040 | $23.4 萬 | 0.05% | −39,150−69.7% | 減碼 |
| PharVision Advisers, LLC | 17,071 | $23.4 萬 | 0.34% | +4,494+35.7% | 加碼 |
| Syon Capital LLC | 17,247 | $23.7 萬 | 0.02% | +430+2.6% | 加碼 |
| Bryn Mawr Trust Co | 17,271 | $23.7 萬 | 0.00% | +9,392+119.2% | 加碼 |
| Northwest Wealth Management, LLC | 17,650 | $24.2 萬 | 0.04% | +551+3.2% | 加碼 |
| Rothschild Investment LLC | 17,671 | $24.2 萬 | 0.02% | +1,046+6.3% | 加碼 |
| Portside Wealth Group, LLC | 17,797 | $24.4 萬 | 0.04% | +172+1.0% | 加碼 |
| Breakwater Capital Group | 17,924 | $24.6 萬 | 0.04% | −150−0.8% | 減碼 |
| Aptus Capital Advisors, LLC | 17,985 | $24.7 萬 | 0.00% | +347+2.0% | 加碼 |
| Ellevest, Inc. | 18,198 | $25.0 萬 | 0.04% | −17,648−49.2% | 減碼 |
| Ballentine Partners, LLC | 18,248 | $25.0 萬 | 0.00% | +4,843+36.1% | 加碼 |
| FineMark National Bank & Trust | 18,425 | $25.3 萬 | 0.01% | +18,425 | 新進 |
| Alliance Wealth Advisors, LLC | 18,611 | $25.5 萬 | 0.06% | +1,313+7.6% | 加碼 |
| Clear Street Markets LLC | 18,860 | $25.9 萬 | 0.09% | +18,860 | 新進 |
| Platform Technology Partners | 18,900 | $25.9 萬 | 0.07% | −16,246−46.2% | 減碼 |
| Buckingham Strategic Partners | 18,932 | $26.0 萬 | 0.00% | +2,958+18.5% | 加碼 |
| Good Life Advisors, LLC | 19,031 | $26.1 萬 | 0.02% | +4,756+33.3% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,309 | $26.5 萬 | 0.01% | +2,809+17.0% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 19,399 | $26.6 萬 | 0.00% | +19,399 | 新進 |
| Financial Advocates Investment Management | 19,412 | $26.6 萬 | 0.02% | −14,092−42.1% | 減碼 |
| Axq Capital, LP | 19,838 | $27.2 萬 | 0.09% | +19,838 | 新進 |
| TradeLink Capital LLC | 19,900 | $27.3 萬 | 0.97% | +19,900 | 新進 |
| Saba Capital Management, L.P. | 19,928 | $27.3 萬 | 0.01% | +19,928 | 新進 |
| Nebula Research & Development LLC | 19,937 | $27.4 萬 | 0.02% | +7,760+63.7% | 加碼 |
| Perigon Wealth Management, LLC | 19,996 | $27.4 萬 | 0.01% | +5,355+36.6% | 加碼 |
| Western Wealth Management, LLC | 20,228 | $27.8 萬 | 0.02% | +5,330+35.8% | 加碼 |
| Geneos Wealth Management Inc. | 20,392 | $28.0 萬 | 0.01% | +18,997+1,361.8% | 加碼 |