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 816 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 $36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
58,606
shares
|
$758,947
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
57,628
shares
|
$746,282
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
57,457
shares
|
$744,068
3.38% of portfolio
|
Q4 2024
Added 203.38%
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
57,019
shares
|
$738,396
0.21% of portfolio
|
Q1 2025
Added 38.67%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
56,563
shares
|
$732,490
0.32% of portfolio
|
Q1 2025
Added 291.66%
|
|
|
Capital International Sarl
Los Angeles, CA |
May 12, 2025 Q1 2025 |
56,422
shares
|
$730,664
0.01% of portfolio
|
Q1 2025
Added 61.23%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
56,190
shares
|
$727,660
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
55,194
shares
|
$714,762
0.0% of portfolio
|
Q4 2024
Added 94.98%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
55,000
shares
|
$712,250
0.04% of portfolio
|
Q4 2024
Added 83.33%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
54,331
shares
|
$703,586
0.02% of portfolio
|
Q1 2025
Reduced 14.69%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
54,205
shares
|
$701,954
0.02% of portfolio
|
Q1 2025
Reduced 14.42%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
53,809
shares
|
$696,826
0.05% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Dnca Finance
Paris, I0 |
Feb 13, 2025 Q4 2024 |
53,000
shares
|
$686,350
0.04% of portfolio
|
Q3 2024
Reduced 40.45%
|
|
|
C World Wide Group Holding A
|
May 05, 2025 Q1 2025 |
52,857
shares
|
$684,498
0.01% of portfolio
|
Q1 2025
Added 7.97%
|
|
|
Penbrook Management LLC
|
Apr 01, 2025 Q1 2025 |
51,190
shares
|
$662,910
0.43% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
51,000
shares
|
$660,450
0.06% of portfolio
|
Q1 2025
Added 363.64%
|
|
|
Mount Lucas Management LP
Newtown, PA |
May 06, 2025 Q1 2025 |
50,000
shares
|
$647,500
0.17% of portfolio
|
Q1 2025
Added 42.86%
|
|
|
Siren, L.L.C.
New York, NY |
Feb 14, 2025 Q4 2024 |
50,000
shares
|
$647,500
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
49,799
shares
|
$644,897
0.37% of portfolio
|
Q1 2025
Reduced 28.27%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
49,794
shares
|
$644,832
0.16% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
49,092
shares
|
$635,741
0.04% of portfolio
|
Q1 2025
Added 15.21%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
48,951
shares
|
$633,915
0.0% of portfolio
|
Q4 2024
Reduced 62.95%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
48,426
shares
|
$627,116
0.15% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Ossiam
Paris, I0 |
Feb 13, 2025 Q4 2024 |
47,807
shares
|
$619,100
0.01% of portfolio
|
Q4 2024
Reduced 11.98%
|
|
|
Peak6 LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
47,150
shares
|
$610,592
0.0% of portfolio
|
Q4 2024
New holding
|