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 924 institutions that hold shares in the stock, with a total of 2.58 Billion shares, which have been reported (via 13F filing form) to have a value of $40.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
24,195
shares
|
$382,764
0.08% of portfolio
|
Q3 2025
Added 47.33%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
24,170
shares
|
$382,369
0.0% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
24,162
shares
|
$382,242
0.01% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
24,034
shares
|
$380,217
0.02% of portfolio
|
Q3 2025
Added 36.01%
|
|
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
Nov 06, 2025 Q3 2025 |
24,000
shares
|
$379,680
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Heron Bay Capital Management
|
Nov 12, 2025 Q3 2025 |
23,952
shares
|
$378,920
0.08% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
23,199
shares
|
$367,008
0.0% of portfolio
|
Q3 2025
Added 19.59%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
23,000
shares
|
$363,860
0.01% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
22,998
shares
|
$363,828
0.01% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 10, 2025 Q3 2025 |
22,922
shares
|
$362,626
0.1% of portfolio
|
Q3 2025
Reduced 49.54%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
22,882
shares
|
$361,993
0.01% of portfolio
|
Q3 2025
Reduced 13.14%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
22,865
shares
|
$361,724
0.02% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
22,849
shares
|
$361,471
0.0% of portfolio
|
Q3 2025
Reduced 88.23%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
22,550
shares
|
$356,741
0.06% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
22,515
shares
|
$356,187
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
22,330
shares
|
$353,260
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 12, 2025 Q3 2025 |
21,950
shares
|
$347,249
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Emerald Advisers, LLC
|
Oct 30, 2025 Q3 2025 |
21,684
shares
|
$343,040
0.01% of portfolio
|
Q3 2025
Reduced 12.69%
|
|
|
Accuvest Global Advisors
Provo, UT |
Nov 12, 2025 Q3 2025 |
21,407
shares
|
$338,658
0.22% of portfolio
|
Q3 2025
Reduced 13.94%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
Nov 12, 2025 Q3 2025 |
21,383
shares
|
$338,279
0.24% of portfolio
|
Q3 2025
Reduced 18.89%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
21,300
shares
|
$336,966
0.12% of portfolio
|
Q3 2025
Added 39.22%
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
Nov 12, 2025 Q3 2025 |
21,050
shares
|
$333,011
0.04% of portfolio
|
Q3 2025
Reduced 61.62%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
20,315
shares
|
$321,383
0.05% of portfolio
|
Q4 2025
Added 2.27%
|
|