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 921 institutions that hold shares in the stock, with a total of 2.56 Billion shares, which have been reported (via 13F filing form) to have a value of $40.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parus Finance (Uk) LTD
London, X0 |
Nov 12, 2025 Q3 2025 |
77,593
shares
|
$1.23 Million
0.32% of portfolio
|
Q2 2025
Added 20.72%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
77,114
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2025
Added 5.55%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
76,883
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2025
Added 20.03%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
76,008
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2025
Added 6.5%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
75,150
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2025
Added 32.56%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
74,318
shares
|
$1.18 Million
0.06% of portfolio
|
Q3 2025
Added 330.9%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
73,378
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2025
Added 35.2%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
72,813
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Added 22.59%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
72,207
shares
|
$1.14 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
Nov 03, 2025 Q3 2025 |
71,000
shares
|
$1.12 Million
0.51% of portfolio
|
Q3 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
70,071
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Salvus Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
69,500
shares
|
$1.1 Million
0.66% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
68,655
shares
|
$1.09 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
67,788
shares
|
$1.07 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wisconsin Capital Management LLC
|
Nov 12, 2025 Q3 2025 |
67,547
shares
|
$1.07 Million
0.56% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
66,689
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 83.01%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
66,592
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Added 31.08%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
66,410
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Baldwin Brothers LLC
|
Jan 07, 2026 Q4 2025 |
66,383
shares
|
$1.05 Million
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
66,154
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2025
Reduced 12.94%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
65,791
shares
|
$1.04 Million
0.16% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
63,934
shares
|
$1.01 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
63,927
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Reduced 12.26%
|
|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
63,060
shares
|
$997,609
0.1% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
61,976
shares
|
$980,460
0.02% of portfolio
|
Q3 2025
Added 0.31%
|
|