Institutional shares held 2.7 Billion
53.8M calls
36.5M puts
Total value of holdings $29.7B
$591M calls
$401M puts
Market Cap $39.2B
3,561,860,096 Shares Out.
Institutional ownership 75.77%
# of Institutions 787


Latest Institutional Activity in NU

Top Purchases

Q1 2025
Hamilton Lane Advisors LLC Shares Held: 4.14M ($45.5M)
Q1 2025
Ams Capital Ltda Shares Held: 2.09M ($23M)
Q1 2025
Warther Private Wealth, LLC Shares Held: 2.04M ($22.4M)
Q1 2025
Kera Capital Partners, Inc. Shares Held: 497K ($5.46M)
Q1 2025
Udine Wealth Management, Inc. Shares Held: 207K ($2.28M)

Top Sells

Q1 2025
Assenagon Asset Management S.A. Shares Held: 8.71M ($95.8M)
Q1 2025
Constellation Investimentos E Participacoes Ltda Shares Held: 770K ($8.47M)
Q1 2025
Vaughan Nelson Investment Management, L.P. Shares Held: 26.5K ($292K)
Q1 2025
Gamma Investing LLC Shares Held: 7.05K ($77.6K)
Q1 2025
Exchange Traded Concepts, LLC Shares Held: 397K ($4.37M)

About NU

Nu Holdings Ltd. operates as a digital financial services platform and technology company primarily in Brazil, Mexico, and Colombia. It offers Nu credit and debit cards; Ultraviolet credit and debit cards; and mobile payment solutions for NuAccount customers to make and receive transfers, pay bills, and make everyday purchases through their mobile phones. The company provides savings solutions, such as Nu Personal Accounts, a digital account solution that supports all personal finance activities, from daily purchases and money transfers to savings; and Nu business accounts designed specifically for entrepreneur customers and their businesses. In addition, it offers NuInvest, an investment product that provides equity, fixed-income, options, and ETF products, as well as multimarket funds with curated asset allocations based on the customer's risk profile and financial position; personal unsecured loans; in-app ?buy now pay later' solution for Nu card customers to pay credit and debit purchases, and banking payment slips over time in up to twelve installments; and NuInsurance protecting solutions to help its customers secure life insurance and funeral benefits. The company was founded in 2013 and is headquartered in Sao Paulo, Brazil.


Insider Transactions at NU

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
0 Shares
From 0 Insiders
Sell / Disposition
0 Shares
From 0 Insiders

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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