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 920 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 |
|---|---|---|---|---|---|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2025 Q3 2025 |
50,000
shares
|
$791,000
0.02% of portfolio
|
Q3 2025
Reduced 83.93%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
49,750
shares
|
$787,045
0.01% of portfolio
|
Q3 2025
Added 67.51%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
49,677
shares
|
$785,890
0.21% of portfolio
|
Q3 2025
Reduced 14.25%
|
|
|
New Vernon Investment Management LLC
Highland Park, IL |
Nov 14, 2025 Q3 2025 |
49,324
shares
|
$780,305
0.75% of portfolio
|
Q1 2025
Added 765.33%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
49,318
shares
|
$780,210
0.0% of portfolio
|
Q3 2025
Reduced 85.9%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
48,780
shares
|
$771,699
0.14% of portfolio
|
Q3 2025
Added 15.92%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
44,639
shares
|
$706,188
0.01% of portfolio
|
Q4 2023
Reduced 27.42%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
44,508
shares
|
$704,116
0.04% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
43,642
shares
|
$690,416
0.02% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
43,533
shares
|
$688,692
0.0% of portfolio
|
Q3 2025
Added 59.43%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
42,462
shares
|
$671,748
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
42,096
shares
|
$665,958
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
42,000
shares
|
$664,440
0.01% of portfolio
|
Q3 2025
Added 33.02%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 25, 2025 Q3 2025 |
41,080
shares
|
$649,885
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Lrt Capital Management, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
40,979
shares
|
$648,287
0.44% of portfolio
|
Q3 2025
Added 11.36%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
40,726
shares
|
$644,285
0.13% of portfolio
|
Q3 2025
Added 76.41%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
40,384
shares
|
$638,874
0.01% of portfolio
|
Q3 2025
Added 37.29%
|
|
|
Massar Capital Management, LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
40,000
shares
|
$632,800
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
37,645
shares
|
$595,543
0.02% of portfolio
|
Q3 2025
Reduced 75.46%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
37,607
shares
|
$594,942
0.05% of portfolio
|
Q3 2025
Reduced 33.69%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
37,580
shares
|
$594,515
0.01% of portfolio
|
Q3 2025
Added 171.45%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Oct 30, 2025 Q3 2025 |
37,532
shares
|
$593,756
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
37,517
shares
|
$593,518
0.17% of portfolio
|
Q2 2025
Added 13.97%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
37,436
shares
|
$592,237
0.02% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Aug 14, 2025 Q2 2025 |
37,166
shares
|
$587,966
0.46% of portfolio
|
Q2 2025
Reduced 44.8%
|
|