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 |
|---|---|---|---|---|---|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
30,268
shares
|
$478,839
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Quattro Financial Advisors LLC
|
Oct 21, 2025 Q3 2025 |
30,000
shares
|
$474,600
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
29,562
shares
|
$467,670
0.14% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
29,415
shares
|
$465,345
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
29,402
shares
|
$465,139
0.14% of portfolio
|
Q2 2025
Added 16.48%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
29,228
shares
|
$462,386
0.0% of portfolio
|
Q3 2025
Added 22.08%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2025 Q3 2025 |
29,225
shares
|
$462,339
0.03% of portfolio
|
Q3 2025
Reduced 97.05%
|
|
|
Limestone Investment Advisors LP
New York, NY |
Nov 13, 2025 Q3 2025 |
28,277
shares
|
$447,342
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
28,215
shares
|
$446,361
0.02% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
28,174
shares
|
$445,712
0.02% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
27,830
shares
|
$440,270
0.02% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
27,240
shares
|
$430,936
0.04% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
27,223
shares
|
$430,667
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
C World Wide Group Holding A
|
Nov 05, 2025 Q3 2025 |
27,223
shares
|
$430,667
0.01% of portfolio
|
Q3 2025
Reduced 23.25%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
27,198
shares
|
$430,272
0.01% of portfolio
|
Q3 2025
Reduced 11.38%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
27,163
shares
|
$429,718
0.02% of portfolio
|
Q3 2025
Added 34.28%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
27,138
shares
|
$429,323
0.04% of portfolio
|
Q3 2025
Reduced 63.35%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
25,992
shares
|
$411,193
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
25,540
shares
|
$404,042
0.08% of portfolio
|
Q3 2025
Added 49.88%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
25,500
shares
|
$403,410
0.0% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
25,400
shares
|
$401,828
0.0% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
25,262
shares
|
$399,644
0.09% of portfolio
|
Q1 2025
Added 62.13%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
25,225
shares
|
$399,059
0.15% of portfolio
|
Q3 2025
Reduced 31.87%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
24,357
shares
|
$385,327
0.06% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
24,351
shares
|
$385,232
0.0% of portfolio
|
Q3 2025
Added 20.79%
|
|