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 |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
19,865
shares
|
$314,264
0.05% of portfolio
|
Q3 2025
Added 10.83%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
19,865
shares
|
$314,264
0.01% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
19,816
shares
|
$313,489
0.01% of portfolio
|
Q3 2025
Added 25.4%
|
|
|
Diametric Capital, LP
Boston, MA |
Nov 13, 2025 Q3 2025 |
19,775
shares
|
$312,840
0.15% of portfolio
|
Q3 2025
Reduced 17.96%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
19,752
shares
|
$312,476
0.0% of portfolio
|
Q3 2025
Added 73.37%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
19,374
shares
|
$306,496
0.0% of portfolio
|
Q3 2025
Added 6.17%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
19,182
shares
|
$303,459
0.01% of portfolio
|
Q3 2025
Added 516.78%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
19,095
shares
|
$302,082
0.01% of portfolio
|
Q3 2025
Added 22.87%
|
|
|
Canvas Wealth Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
19,087
shares
|
$301,956
0.06% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
19,031
shares
|
$301,070
0.02% of portfolio
|
Q2 2025
Added 33.32%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
19,007
shares
|
$300,690
0.01% of portfolio
|
Q3 2025
Reduced 6.79%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
18,900
shares
|
$298,998
0.08% of portfolio
|
Q2 2025
Reduced 46.22%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
18,561
shares
|
$293,635
0.04% of portfolio
|
Q3 2024
Reduced 21.22%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
18,498
shares
|
$292,638
0.0% of portfolio
|
Q3 2025
Added 66.45%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
18,384
shares
|
$290,834
0.0% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
18,033
shares
|
$285,282
0.02% of portfolio
|
Q3 2025
Added 147.2%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 07, 2025 Q3 2025 |
17,900
shares
|
$283,178
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
R Squared LTD
Central, K3 |
Nov 12, 2025 Q3 2025 |
17,758
shares
|
$280,931
0.12% of portfolio
|
Q3 2025
Reduced 14.3%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
17,388
shares
|
$275,078
0.01% of portfolio
|
Q3 2025
Reduced 73.1%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
17,329
shares
|
$274,144
0.02% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
17,271
shares
|
$273,227
0.05% of portfolio
|
Q3 2025
Added 8.51%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
17,199
shares
|
$272,088
0.04% of portfolio
|
Q3 2025
Added 12.03%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
17,051
shares
|
$269,746
0.03% of portfolio
|
Q3 2025
Added 10.19%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
17,045
shares
|
$269,651
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Park National Corp
|
Oct 01, 2025 Q3 2025 |
16,865
shares
|
$266,804
0.01% of portfolio
|
Q3 2025
Added 14.91%
|
|