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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
210
shares
|
$3,322
0.0% of portfolio
|
Q2 2025
Reduced 35.38%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
209
shares
|
$3,306
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
208
shares
|
$3,290
0.0% of portfolio
|
Q3 2025
Reduced 42.86%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
200
shares
|
$3,164
0.0% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
190
shares
|
$3,005
0.0% of portfolio
|
Q3 2025
Reduced 91.83%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
178
shares
|
$2,815
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
172
shares
|
$2,721
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
170
shares
|
$2,689
0.0% of portfolio
|
Q3 2025
Added 15.65%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
147
shares
|
$2,325
0.0% of portfolio
|
Q2 2025
Reduced 73.13%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
131
shares
|
$2,072
0.0% of portfolio
|
Q1 2025
Added 12.93%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
126
shares
|
$1,993
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
102
shares
|
$1,613
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
100
shares
|
$1,582
0.0% of portfolio
|
Q3 2025
Added 426.32%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
100
shares
|
$1,582
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
87
shares
|
$1,376
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
80
shares
|
$1,265
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
75
shares
|
$1,186
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
75
shares
|
$1,186
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
71
shares
|
$1,123
0.0% of portfolio
|
Q2 2025
Reduced 69.26%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
65
shares
|
$1,028
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
60
shares
|
$949
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 25, 2025 Q3 2025 |
55
shares
|
$870
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
49
shares
|
$775
0.0% of portfolio
|
Q3 2025
Reduced 37.18%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
45
shares
|
$711
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
45
shares
|
$711
0.0% of portfolio
|
Q3 2025
Added 28.57%
|
|