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 861 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 4 季 13F 持有人
Nu Holdings Ltd. 在 2025/12/31 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
- 874
- 較 2025 年第 3 季 +96 家
- 持有股數
- 28.7 億
- 較 2025 年第 3 季 +1.14 億 (+4.1%)
- 總市值
- $481.3 億
- 較 2025 年第 3 季 +$39.7 億 (+9.0%)
- 新進機構
- 160
- 另有 375 家加碼
- 清倉機構
- 64
- 另有 229 家減碼
另有 24 家機構在 2025 年第 3 季持有、還沒有申報 2025 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 | 861 | $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 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Apollon Wealth Management, LLC | 29,104 | $48.7 萬 | 0.01% | +29,104 | 新進 |
| Osmosis Investment Management UK Ltd | 28,979 | $48.5 萬 | 0.01% | +28,979 | 新進 |
| 9823 Capital, L.P. | 28,841 | $48.3 萬 | 0.33% | +28,841 | 新進 |
| Dynasty Wealth Management, LLC | 28,508 | $47.7 萬 | 0.00% | +1,285+4.7% | 加碼 |
| Fortis Capital Management LLC | 28,441 | $47.6 萬 | 0.06% | +11,242+65.4% | 加碼 |
| Limestone Investment Advisors LP | 28,277 | $47.3 萬 | 0.32% | 00.0% | 不變 |
| Davenport & Co LLC | 28,201 | $47.2 萬 | 0.00% | +2,701+10.6% | 加碼 |
| Dimensional Fund Advisors LP | 27,404 | $45.9 萬 | 0.00% | −3,000−9.9% | 減碼 |
| First Western Trust Bank | 26,734 | $44.8 萬 | 0.02% | +3,869+16.9% | 加碼 |
| MLP3, LLC | 26,595 | $44.5 萬 | 0.49% | +26,595 | 新進 |
| Western Wealth Management, LLC | 26,115 | $43.7 萬 | 0.02% | −1,048−3.9% | 減碼 |
| Sheets Smith Wealth Management | 25,992 | $43.5 萬 | 0.05% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 25,723 | $43.1 萬 | 0.02% | +3,208+14.2% | 加碼 |
| Tudor Investment Corp Et Al | 25,660 | $43.0 萬 | 0.00% | −126,910−83.2% | 減碼 |
| Vise Technologies, Inc. | 25,466 | $42.6 萬 | 0.01% | −2,364−8.5% | 減碼 |
| Inspire Advisors, LLC | 25,361 | $42.5 萬 | 0.04% | −16,735−39.8% | 減碼 |
| Indivisible Partners | 25,151 | $42.1 萬 | 0.05% | +25,151 | 新進 |
| Cresset Asset Management, LLC | 24,776 | $41.5 萬 | 0.00% | +2,006+8.8% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 24,503 | $41.1 萬 | 0.00% | +1,304+5.6% | 加碼 |
| Rothschild Investment LLC | 24,550 | $41.1 萬 | 0.02% | +516+2.1% | 加碼 |
| Natixis | 24,284 | $40.7 萬 | 0.00% | −168,369−87.4% | 減碼 |
| Bluebird Wealth Management LLC | 24,224 | $40.6 萬 | 0.38% | +24,224 | 新進 |
| Element Pointe Advisors, LLC | 24,195 | $40.5 萬 | 0.08% | 00.0% | 不變 |
| Orion Capital Management LLC | 23,900 | $40.0 萬 | 0.14% | +2,600+12.2% | 加碼 |
| Heron Bay Capital Management | 23,714 | $39.7 萬 | 0.08% | −238−1.0% | 減碼 |
| Oak Thistle LLC | 23,634 | $39.6 萬 | 0.05% | +23,634 | 新進 |
| Gladstone Institutional Advisory LLC | 23,574 | $39.5 萬 | 0.01% | −28,409−54.7% | 減碼 |
| Signaturefd, LLC | 23,256 | $38.9 萬 | 0.01% | +4,161+21.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 22,813 | $38.8 萬 | 0.00% | +6,692+41.5% | 加碼 |
| Malaga Cove Capital, LLC | 22,911 | $38.4 萬 | 0.13% | +22,911 | 新進 |
| Metis Global Partners, LLC | 22,799 | $38.2 萬 | 0.01% | −201−0.9% | 減碼 |
| Claro Advisors LLC | 22,685 | $38.0 萬 | 0.05% | +135+0.6% | 加碼 |
| Gibbs Wealth Management | 21,707 | $37.9 萬 | 0.09% | −3,555−14.1% | 減碼 |
| Ameritas Advisory Services, LLC | 22,615 | $37.9 萬 | 0.01% | +2,615+13.1% | 加碼 |
| Hamilton Capital Partners Inc. | 22,600 | $37.8 萬 | 0.01% | 00.0% | 不變 |
| Westmount Partners, LLC | 22,351 | $37.4 萬 | 0.09% | −7,064−24.0% | 減碼 |
| Perigon Wealth Management, LLC | 21,659 | $36.3 萬 | 0.01% | +1,390+6.9% | 加碼 |
| Aigen Investment Management, LP | 21,559 | $36.1 萬 | 0.08% | −115,875−84.3% | 減碼 |
| Ballentine Partners, LLC | 21,475 | $35.9 萬 | 0.01% | +2,101+10.8% | 加碼 |
| Integrity Investment Advisors, LLC | 21,383 | $35.8 萬 | 0.20% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 21,094 | $35.6 萬 | 0.01% | +3,061+17.0% | 加碼 |
| Southeast Asset Advisors Inc. | 21,232 | $35.5 萬 | 0.03% | −21,230−50.0% | 減碼 |
| Integrated Wealth Concepts LLC | 21,081 | $35.3 萬 | 0.00% | −19,303−47.8% | 減碼 |
| Emerald Advisers, LLC | 20,752 | $34.7 萬 | 0.01% | −932−4.3% | 減碼 |
| Sig Brokerage, LP | 20,411 | $34.2 萬 | 0.11% | −60,596−74.8% | 減碼 |
| Breakwater Capital Group | 20,315 | $34.0 萬 | 0.05% | +450+2.3% | 加碼 |
| Wealth Alliance | 20,200 | $33.8 萬 | 0.03% | +9,351+86.2% | 加碼 |
| Oak Grove Capital LLC | 20,050 | $33.6 萬 | 0.07% | −1,000−4.8% | 減碼 |
| Tru Independence Asset Management 2, LLC | 20,000 | $33.5 萬 | 0.21% | +20,000 | 新進 |
| Mount Yale Investment Advisors, LLC | 19,979 | $33.4 萬 | 0.02% | +19,979 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,865 | $33.3 萬 | 0.01% | 00.0% | 不變 |
| Susquehanna Fundamental Investments, LLC | 19,600 | $32.8 萬 | 0.01% | +19,600 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 19,455 | $32.6 萬 | 0.00% | +4,524+30.3% | 加碼 |
| Capital Performance Advisors LLP | 19,269 | $32.3 萬 | 0.02% | +19,269 | 新進 |
| Aptus Capital Advisors, LLC | 19,008 | $31.8 萬 | 0.00% | +624+3.4% | 加碼 |
| Geneos Wealth Management Inc. | 19,007 | $31.8 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 18,957 | $31.7 萬 | 0.00% | +4,245+28.9% | 加碼 |
| Chicago Trust Co NA | 18,527 | $31.0 萬 | 0.05% | +1,256+7.3% | 加碼 |
| Umb Bank N A | 18,407 | $30.8 萬 | 0.00% | −91−0.5% | 減碼 |
| Arlington Capital Management, Inc. | 18,192 | $30.5 萬 | 0.19% | −3,250−15.2% | 減碼 |
| Platform Technology Partners | 18,030 | $30.2 萬 | 0.06% | −870−4.6% | 減碼 |
| Fiducient Advisors LLC | 17,962 | $30.1 萬 | 0.04% | +17,962 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 17,933 | $30.0 萬 | 0.03% | +882+5.2% | 加碼 |
| Magnetar Financial LLC | 17,932 | $30.0 萬 | 0.00% | +17,932 | 新進 |
| First Growth Capital LLC | 17,174 | $29.9 萬 | 0.27% | +17,174 | 新進 |
| Canvas Wealth Advisors, LLC | 17,848 | $29.9 萬 | 0.05% | −1,239−6.5% | 減碼 |
| Transcend Wealth Collective, LLC | 17,776 | $29.8 萬 | 0.02% | +447+2.6% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17,653 | $29.6 萬 | 0.04% | +17,653 | 新進 |
| Horizon Investments, LLC | 17,646 | $29.5 萬 | 0.00% | +1,390+8.6% | 加碼 |
| Shufro Rose & Co LLC | 17,045 | $28.5 萬 | 0.02% | 00.0% | 不變 |
| EdgePoint Investment Group Inc. | 17,012 | $28.5 萬 | 0.00% | +3,439+25.3% | 加碼 |
| Farther Finance Advisors, LLC | 16,994 | $28.4 萬 | 0.00% | +7,716+83.2% | 加碼 |
| Polymer Capital Management (US) LLC | 16,892 | $28.3 萬 | 0.04% | +904+5.7% | 加碼 |
| Krane Funds Advisors LLC | 16,834 | $28.2 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 16,820 | $28.2 萬 | 0.01% | +601+3.7% | 加碼 |
| Park National Corp | 16,623 | $27.8 萬 | 0.01% | −242−1.4% | 減碼 |
| Wedbush Securities Inc | 16,388 | $27.4 萬 | 0.01% | −1,000−5.8% | 減碼 |
| Global Retirement Partners, LLC | 16,245 | $27.2 萬 | 0.00% | −2,937−15.3% | 減碼 |
| Abel Hall, LLC | 16,223 | $27.2 萬 | 0.06% | +16,223 | 新進 |
| Skopos Labs, Inc. | 16,295 | $27.1 萬 | 0.01% | +16,295 | 新進 |
| Ritholtz Wealth Management | 16,130 | $27.0 萬 | 0.00% | +5,533+52.2% | 加碼 |
| Cary Street Partners Financial LLC | 16,061 | $26.9 萬 | 0.01% | −115−0.7% | 減碼 |
| Vancity Investment Management Ltd | 15,978 | $26.7 萬 | 0.04% | −165−1.0% | 減碼 |
| PDS Planning, Inc | 15,702 | $26.3 萬 | 0.02% | +298+1.9% | 加碼 |
| Pensionmark Financial Group, LLC | 15,579 | $26.1 萬 | 0.00% | +2,638+20.4% | 加碼 |
| Csenge Advisory Group | 15,547 | $26.0 萬 | 0.01% | +15,547 | 新進 |
| Focus Financial Network, Inc. | 15,438 | $25.8 萬 | 0.01% | 00.0% | 不變 |
| Granite Group Advisors, LLC | 15,299 | $25.6 萬 | 0.15% | −130−0.8% | 減碼 |
| United Capital Financial Advisers, LLC | 14,998 | $25.1 萬 | 0.00% | +1,369+10.0% | 加碼 |
| Eagle Rock Investment Company, LLC | 14,769 | $24.7 萬 | 0.03% | +1,185+8.7% | 加碼 |
| Princeton Capital Management LLC | 14,737 | $24.7 萬 | 0.06% | −8,185−35.7% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 14,525 | $24.3 萬 | 0.11% | +14,525 | 新進 |
| Central Trust Co | 14,400 | $24.1 萬 | 0.00% | +8,600+148.3% | 加碼 |
| Vigil Wealth Management, LLC | 14,396 | $24.1 萬 | 0.20% | +14,396 | 新進 |
| Portside Wealth Group, LLC | 14,374 | $24.1 萬 | 0.03% | −1,475−9.3% | 減碼 |
| Norinchukin Bank, The | 14,341 | $24.0 萬 | 0.00% | +2,257+18.7% | 加碼 |
| Tectonic Advisors LLC | 14,336 | $24.0 萬 | 0.01% | −230−1.6% | 減碼 |
| Savant Capital, LLC | 14,219 | $23.8 萬 | 0.00% | +14,219 | 新進 |
| Storgate, LLC | 14,077 | $23.6 萬 | 0.19% | +14,077 | 新進 |
| Drive Wealth Management, LLC | 14,029 | $23.5 萬 | 0.05% | +1,371+10.8% | 加碼 |