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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,755
shares
|
$102,134
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
9,153
shares
|
$95,831
0.01% of portfolio
|
Q4 2024
Reduced 37.28%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
9,095
shares
|
$95,224
0.01% of portfolio
|
Q4 2024
Added 15.27%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Jan 21, 2025 Q4 2024 |
9,000
shares
|
$94,230
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
8,984
shares
|
$94,062
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
8,764
shares
|
$91,759
0.04% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
8,000
shares
|
$83,760
0.02% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
7,873
shares
|
$82,430
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
6,775
shares
|
$70,934
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
6,698
shares
|
$70,128
0.02% of portfolio
|
Q2 2024
Added 6.27%
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
6,157
shares
|
$64,463
0.02% of portfolio
|
Q4 2024
Reduced 9.99%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
6,061
shares
|
$63,458
0.0% of portfolio
|
Q4 2024
Reduced 39.3%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
5,995
shares
|
$62,767
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
5,776
shares
|
$60,474
0.01% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
5,712
shares
|
$59,804
0.0% of portfolio
|
Q2 2023
Added 32.47%
|
|
|
New Vernon Investment Management LLC
Highland Park, IL |
Feb 14, 2025 Q4 2024 |
5,700
shares
|
$59,679
0.04% of portfolio
|
Q4 2024
Reduced 79.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,692
shares
|
$59,595
0.0% of portfolio
|
Q4 2024
Reduced 73.65%
|
|
|
Cliffwater LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
5,472
shares
|
$57,291
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
5,304
shares
|
$55,532
0.0% of portfolio
|
Q4 2024
Reduced 87.46%
|
|
|
Campbell Capital Management Inc
|
Feb 10, 2025 Q4 2024 |
5,000
shares
|
$52,350
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
4,900
shares
|
$51,303
0.0% of portfolio
|
Q4 2024
Added 190.8%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
4,800
shares
|
$50,256
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
4,339
shares
|
$45,429
0.0% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
3,835
shares
|
$40,152
0.0% of portfolio
|
Q4 2024
Reduced 66.91%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
3,718
shares
|
$38,927
0.05% of portfolio
|
Q2 2022
New holding
|