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 885 institutions that hold shares in the stock, with a total of 2.62 Billion shares, which have been reported (via 13F filing form) to have a value of $41.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
11,393
shares
|
$181,832
0.01% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
11,294
shares
|
$180,252
0.1% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
11,275
shares
|
$179,949
0.09% of portfolio
|
Q2 2025
Reduced 15.53%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
11,261
shares
|
$179,725
0.01% of portfolio
|
Q2 2025
Added 268.37%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
11,145
shares
|
$177,874
0.0% of portfolio
|
Q2 2025
Reduced 38.45%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
11,113
shares
|
$177,363
0.0% of portfolio
|
Q2 2025
Added 20.13%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
10,863
shares
|
$173,373
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
10,787
shares
|
$172,160
0.01% of portfolio
|
Q2 2025
Reduced 9.48%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
10,740
shares
|
$171,410
0.01% of portfolio
|
Q4 2024
Reduced 51.18%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
10,511
shares
|
$167,755
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,434
shares
|
$166,526
0.0% of portfolio
|
Q2 2024
Reduced 21.44%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
10,190
shares
|
$162,632
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
10,144
shares
|
$161,898
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
10,130
shares
|
$161,674
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
10,088
shares
|
$161,004
0.03% of portfolio
|
Q2 2025
Reduced 22.92%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
10,000
shares
|
$159,600
0.09% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
10,000
shares
|
$159,600
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
9,755
shares
|
$155,689
0.01% of portfolio
|
Q2 2025
Added 38.37%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,755
shares
|
$155,689
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
8,764
shares
|
$139,873
0.05% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
8,169
shares
|
$130,377
0.0% of portfolio
|
Q2 2025
Reduced 44.48%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
8,000
shares
|
$127,680
0.02% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Aug 13, 2025 Q2 2025 |
8,000
shares
|
$127,680
0.08% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
7,984
shares
|
$127,424
0.0% of portfolio
|
Q1 2025
Reduced 11.13%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
7,295
shares
|
$116,428
0.01% of portfolio
|
Q2 2025
Reduced 16.39%
|