Institutional Ownership Nu Holdings Ltd. (NU)
This table provides information about the institutional ownership of Nu Holdings Ltd. (NU). We have compiled data on the 780 institutions that hold shares in the stock, with a total of 2.7 Billion shares, which have been reported (via 13F filing form) to have a value of $28.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Emerald Mutual Fund Advisers Trust
|
Feb 14, 2025 Q4 2024 |
17,299
shares
|
$181,120
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
17,105
shares
|
$179,089
0.0% of portfolio
|
Q4 2024
Added 1166.1%
|
|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
17,045
shares
|
$178,461
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,689
shares
|
$174,733
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
16,637
shares
|
$174,189
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
16,476
shares
|
$172,503
0.0% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Parus Finance (Uk) LTD
London, X0 |
Feb 12, 2025 Q4 2024 |
16,336
shares
|
$171,037
0.05% of portfolio
|
Q4 2024
Reduced 57.11%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
16,294
shares
|
$170,598
0.01% of portfolio
|
Q4 2024
Added 14.34%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
16,287
shares
|
$170,524
0.01% of portfolio
|
Q4 2024
Added 16.38%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
16,200
shares
|
$169,614
0.02% of portfolio
|
Q4 2024
Reduced 35.16%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
15,961
shares
|
$167,111
0.1% of portfolio
|
Q4 2024
Reduced 24.31%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Jan 22, 2025 Q4 2024 |
15,429
shares
|
$161,541
0.1% of portfolio
|
Q4 2024
Reduced 21.4%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
15,309
shares
|
$160,285
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
15,230
shares
|
$159,458
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
15,229
shares
|
$159,447
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bit Capital Gmb H
Berlin, 2M |
Feb 12, 2025 Q4 2024 |
15,163
shares
|
$158,756
0.01% of portfolio
|
Q4 2024
Reduced 99.67%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
15,144
shares
|
$158,557
0.0% of portfolio
|
Q4 2024
Reduced 16.13%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
15,136
shares
|
$158,473
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newfoundland Capital Management
Sao Paulo, D5 |
May 10, 2024 Q1 2024 |
15,000
shares
|
$157,050
1.89% of portfolio
|
Q1 2024
New holding
|
|
|
Los Angeles Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
14,862
shares
|
$155,605
0.0% of portfolio
|
Q2 2024
Added 16.27%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
14,783
shares
|
$154,778
0.01% of portfolio
|
Q4 2024
Reduced 19.96%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
14,733
shares
|
$154,254
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
14,708
shares
|
$153,992
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
14,688
shares
|
$153,783
0.0% of portfolio
|
Q4 2024
Reduced 14.2%
|
|
|
Rwq Financial Management Services, Inc.
|
Feb 11, 2025 Q4 2024 |
14,500
shares
|
$151,815
0.06% of portfolio
|
Q4 2024
New holding
|