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 |
|---|---|---|---|---|---|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
14,135
shares
|
$223,615
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Partners, LLC
|
Nov 03, 2025 Q3 2025 |
13,900
shares
|
$219,898
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
13,629
shares
|
$215,610
0.0% of portfolio
|
Q3 2025
Added 7.31%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
13,584
shares
|
$214,898
0.03% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Edge Point Investment Group Inc.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
13,573
shares
|
$214,724
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
13,500
shares
|
$213,570
0.1% of portfolio
|
Q3 2025
Added 8.0%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2025 Q3 2025 |
13,412
shares
|
$212,177
0.07% of portfolio
|
Q3 2025
Reduced 38.85%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
13,381
shares
|
$211,687
0.05% of portfolio
|
Q3 2025
Reduced 28.1%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
13,227
shares
|
$209,251
0.01% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
13,153
shares
|
$208,080
0.01% of portfolio
|
Q3 2025
Added 12.14%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
13,100
shares
|
$207,242
0.08% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
13,000
shares
|
$205,660
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
12,996
shares
|
$205,596
0.05% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
12,941
shares
|
$204,726
0.0% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
12,658
shares
|
$200,249
0.05% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
12,543
shares
|
$198,430
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
12,500
shares
|
$197,750
0.06% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
12,353
shares
|
$195,424
0.01% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
12,194
shares
|
$192,909
0.11% of portfolio
|
Q3 2025
Added 8.15%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
12,084
shares
|
$191,168
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
11,850
shares
|
$187,467
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
11,455
shares
|
$181,218
0.01% of portfolio
|
Q3 2025
Reduced 91.33%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 16, 2025 Q3 2025 |
11,294
shares
|
$178,671
0.11% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
11,000
shares
|
$174,020
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Oct 21, 2025 Q3 2025 |
11,000
shares
|
$174,020
0.2% of portfolio
|
Q3 2025
New holding
|
|