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 |
|---|---|---|---|---|---|
|
Boothbay Fund Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,369
shares
|
$119,033
0.0% of portfolio
|
Q4 2024
Reduced 35.04%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
11,346
shares
|
$118,792
0.01% of portfolio
|
Q4 2024
Added 16.81%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
11,162
shares
|
$116,866
0.0% of portfolio
|
Q4 2024
Reduced 77.25%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Feb 13, 2025 Q4 2024 |
11,153
shares
|
$116,771
0.02% of portfolio
|
Q4 2024
Reduced 85.95%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
11,000
shares
|
$115,170
0.01% of portfolio
|
Q1 2024
Added 10.0%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
11,000
shares
|
$115,170
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
11,000
shares
|
$115,170
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
11,000
shares
|
$115,170
0.04% of portfolio
|
Q4 2024
Reduced 58.08%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
10,976
shares
|
$114,918
0.07% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
10,952
shares
|
$114,667
0.08% of portfolio
|
Q4 2024
Reduced 7.87%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
10,750
shares
|
$112,552
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
10,749
shares
|
$112,542
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
10,740
shares
|
$112,447
0.01% of portfolio
|
Q4 2024
Reduced 51.18%
|
|
|
Paradice Investment Management LLC
|
Jan 31, 2025 Q4 2024 |
10,696
shares
|
$111,987
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
10,676
shares
|
$111,777
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
10,517
shares
|
$110,112
0.0% of portfolio
|
Q4 2024
Reduced 29.01%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Feb 11, 2025 Q4 2024 |
10,500
shares
|
$109,935
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
10,437
shares
|
$109,275
0.0% of portfolio
|
Q4 2024
Reduced 10.63%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,434
shares
|
$109,243
0.0% of portfolio
|
Q2 2024
Reduced 21.44%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Jan 31, 2025 Q4 2024 |
10,289
shares
|
$107,725
0.05% of portfolio
|
Q2 2024
Reduced 44.74%
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
10,287
shares
|
$107,704
0.0% of portfolio
|
Q4 2024
Reduced 12.62%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
10,132
shares
|
$106,082
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
10,055
shares
|
$105,275
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
10,000
shares
|
$104,700
0.07% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
10,000
shares
|
$104,700
0.03% of portfolio
|
Q3 2024
New holding
|