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 714 institutions that hold shares in the stock, with a total of 2.78 Billion shares, which have been reported (via 13F filing form) to have a value of $28.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
41,258
shares
|
$428,258
0.0% of portfolio
|
Q3 2024
Added 57.03%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
41,005
shares
|
$425,631
0.01% of portfolio
|
Q3 2024
Added 17.61%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
40,877
shares
|
$424,303
0.03% of portfolio
|
Q3 2024
Added 31.24%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
40,615
shares
|
$421,583
0.15% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
40,167
shares
|
$416,933
0.04% of portfolio
|
Q3 2024
Added 12.95%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
39,673
shares
|
$411,805
0.02% of portfolio
|
Q2 2024
Added 34.77%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
38,699
shares
|
$401,695
0.02% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
38,675
shares
|
$401,446
0.01% of portfolio
|
Q3 2024
Reduced 28.52%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
38,381
shares
|
$398,394
0.0% of portfolio
|
Q3 2024
Reduced 8.65%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
38,155
shares
|
$396,048
0.03% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Parus Finance (Uk) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
38,086
shares
|
$395,332
0.17% of portfolio
|
Q3 2024
Reduced 36.17%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
37,703
shares
|
$391,357
0.04% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
37,221
shares
|
$386,353
0.05% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
37,026
shares
|
$384,329
0.15% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
36,752
shares
|
$381,485
0.11% of portfolio
|
Q3 2024
Reduced 13.98%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
36,004
shares
|
$373,721
0.02% of portfolio
|
Q2 2024
Added 21.21%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
35,996
shares
|
$373,638
0.0% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
35,853
shares
|
$372,154
0.06% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
35,669
shares
|
$370,244
0.16% of portfolio
|
Q3 2024
Reduced 20.15%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
35,619
shares
|
$369,725
0.02% of portfolio
|
Q3 2024
Reduced 32.22%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 06, 2024 Q3 2024 |
35,000
shares
|
$363,300
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
34,834
shares
|
$361,576
0.01% of portfolio
|
Q3 2024
Reduced 16.88%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
34,226
shares
|
$355,265
0.07% of portfolio
|
Q3 2024
Added 88.1%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
33,135
shares
|
$343,941
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
33,029
shares
|
$342,841
0.03% of portfolio
|
Q3 2024
Reduced 2.75%
|