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 780 institutions that hold shares in the stock, with a total of 2.7 Billion shares, which have been reported (via 13F filing form) to have a value of $28.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
22,904
shares
|
$239,804
0.01% of portfolio
|
Q4 2024
Added 29.93%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
22,468
shares
|
$235,239
0.0% of portfolio
|
Q4 2024
Reduced 15.27%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
22,052
shares
|
$230,884
0.01% of portfolio
|
Q3 2024
Added 7226.25%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
21,919
shares
|
$229,491
0.03% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
21,784
shares
|
$228,078
0.0% of portfolio
|
Q4 2024
Reduced 22.3%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
21,558
shares
|
$225,712
0.02% of portfolio
|
Q4 2024
Added 22.78%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
21,473
shares
|
$224,822
0.01% of portfolio
|
Q4 2024
Reduced 15.54%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
21,418
shares
|
$224,246
0.01% of portfolio
|
Q4 2024
Added 34.24%
|
|
|
Antipodes Partners LTD
Royal Exchange, C3 |
Feb 10, 2025 Q4 2024 |
21,156
shares
|
$221,503
0.01% of portfolio
|
Q4 2024
Added 37.23%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
21,106
shares
|
$220,979
0.01% of portfolio
|
Q4 2024
Reduced 41.38%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
20,753
shares
|
$217,283
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
20,391
shares
|
$213,493
0.0% of portfolio
|
Q4 2024
Added 38.73%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jan 27, 2025 Q4 2024 |
20,190
shares
|
$211,389
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
19,335
shares
|
$202,437
0.01% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Feb 11, 2025 Q4 2024 |
19,093
shares
|
$199,903
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
18,995
shares
|
$198,877
0.0% of portfolio
|
Q4 2024
Reduced 8.61%
|
|
|
Metis Global Partners, LLC
|
Feb 05, 2025 Q4 2024 |
18,845
shares
|
$197,307
0.01% of portfolio
|
Q4 2024
Added 10.45%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
18,622
shares
|
$194,972
0.01% of portfolio
|
Q4 2024
Reduced 24.32%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
18,561
shares
|
$194,333
0.04% of portfolio
|
Q3 2024
Reduced 21.22%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
18,561
shares
|
$194,333
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Covenant Partners, LLC
|
Feb 13, 2025 Q4 2024 |
18,210
shares
|
$190,658
0.06% of portfolio
|
Q4 2024
Reduced 50.82%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
18,019
shares
|
$188,658
0.0% of portfolio
|
Q4 2024
Added 17.96%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
17,970
shares
|
$188,145
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
17,668
shares
|
$184,983
0.0% of portfolio
|
Q4 2024
Added 11.71%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
17,347
shares
|
$181,623
0.0% of portfolio
|
Q4 2024
Reduced 18.66%
|