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 |
|---|---|---|---|---|---|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
1,499
shares
|
$15,694
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
1,485
shares
|
$15,547
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,470
shares
|
$15,390
0.0% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,455
shares
|
$15,233
0.0% of portfolio
|
Q4 2024
Reduced 36.07%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
1,300
shares
|
$13,611
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
1,300
shares
|
$13,611
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,294
shares
|
$13,548
0.0% of portfolio
|
Q4 2024
Reduced 88.05%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,281
shares
|
$13,412
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,226
shares
|
$12,836
0.0% of portfolio
|
Q4 2024
Added 126.2%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,100
shares
|
$11,517
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,078
shares
|
$11,286
0.0% of portfolio
|
Q4 2024
Reduced 76.57%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
1,050
shares
|
$10,993
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
1,025
shares
|
$10,731
0.03% of portfolio
|
Q3 2024
Reduced 34.59%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
1,019
shares
|
$10,668
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Jan 31, 2025 Q4 2024 |
1,000
shares
|
$10,470
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
986
shares
|
$10,323
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
959
shares
|
$10,040
0.0% of portfolio
|
Q4 2024
Reduced 43.39%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
923
shares
|
$9,663
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
921
shares
|
$9,642
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
882
shares
|
$9,234
0.0% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
798
shares
|
$8,355
0.0% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
750
shares
|
$7,852
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
750
shares
|
$7,852
0.0% of portfolio
|
Q4 2024
Added 2042.86%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
725
shares
|
$7,590
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
685
shares
|
$7,171
0.0% of portfolio
|
Q4 2024
Added 300.58%
|