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 |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
2,400
shares
|
$37,968
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
2,301
shares
|
$36,401
0.0% of portfolio
|
Q2 2025
Reduced 19.57%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
2,300
shares
|
$36,386
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
2,020
shares
|
$31,956
0.0% of portfolio
|
Q2 2025
Added 920.2%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
2,000
shares
|
$31,640
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
1,933
shares
|
$30,580
0.02% of portfolio
|
Q3 2022
Added 329.56%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
1,880
shares
|
$29,741
0.0% of portfolio
|
Q2 2025
Reduced 39.63%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,702
shares
|
$26,925
0.01% of portfolio
|
Q3 2025
Reduced 69.81%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
1,660
shares
|
$26,261
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,653
shares
|
$26,150
0.0% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,619
shares
|
$25,612
0.0% of portfolio
|
Q1 2025
Added 68.82%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
1,600
shares
|
$25,312
0.0% of portfolio
|
Q3 2025
Added 23.08%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
1,520
shares
|
$24,046
0.0% of portfolio
|
Q4 2024
Reduced 62.19%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
1,500
shares
|
$23,730
0.01% of portfolio
|
Q2 2025
Added 275.0%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
1,485
shares
|
$23,492
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
1,300
shares
|
$20,566
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,219
shares
|
$19,284
0.0% of portfolio
|
Q3 2025
Added 1404.94%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
1,162
shares
|
$18,382
0.0% of portfolio
|
Q3 2025
Added 98.29%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,100
shares
|
$17,402
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,043
shares
|
$16,500
0.0% of portfolio
|
Q3 2025
Added 18.52%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 04, 2025 Q3 2025 |
1,000
shares
|
$15,820
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
958
shares
|
$15,155
0.01% of portfolio
|
Q3 2025
Added 16.12%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
943
shares
|
$14,918
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
750
shares
|
$11,865
0.0% of portfolio
|
Q2 2025
Reduced 12.79%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
750
shares
|
$11,865
0.0% of portfolio
|
Q1 2024
New holding
|
|