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 923 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 |
|---|---|---|---|---|---|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
733
shares
|
$11,596
0.0% of portfolio
|
Q3 2025
Reduced 66.13%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
673
shares
|
$10,646
0.0% of portfolio
|
Q3 2025
Added 573.0%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
656
shares
|
$10,377
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
600
shares
|
$9,492
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
570
shares
|
$9,017
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
550
shares
|
$8,701
0.0% of portfolio
|
Q1 2025
Reduced 71.79%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
550
shares
|
$8,701
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
518
shares
|
$8,194
0.0% of portfolio
|
Q3 2025
Reduced 74.33%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
516
shares
|
$8,163
0.0% of portfolio
|
Q4 2025
Added 80.42%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
500
shares
|
$7,910
0.02% of portfolio
|
Q3 2025
Reduced 52.38%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
500
shares
|
$7,910
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
500
shares
|
$7,910
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
421
shares
|
$6,660
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
420
shares
|
$6,644
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
400
shares
|
$6,328
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
373
shares
|
$5,900
0.0% of portfolio
|
Q3 2025
Reduced 73.2%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
370
shares
|
$5,853
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
340
shares
|
$5,378
0.0% of portfolio
|
Q3 2025
Added 43.46%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
338
shares
|
$5,347
0.0% of portfolio
|
Q3 2025
Added 36.84%
|
|
|
Thrive Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
264
shares
|
$4,176
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
263
shares
|
$4,160
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
257
shares
|
$4,065
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
255
shares
|
$4,034
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
244
shares
|
$3,860
0.0% of portfolio
|
Q3 2025
Added 44.38%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
238
shares
|
$3,765
0.0% of portfolio
|
Q4 2025
Added 9.17%
|
|