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 $28.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
25,500
shares
|
$263,415
0.0% of portfolio
|
Q2 2023
Reduced 74.63%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
25,424
shares
|
$262,629
0.02% of portfolio
|
Q3 2024
Added 11.39%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
25,410
shares
|
$262,485
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
25,410
shares
|
$262,485
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
25,197
shares
|
$260,285
0.0% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
24,983
shares
|
$258,074
0.04% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
24,605
shares
|
$254,169
0.02% of portfolio
|
Q3 2024
Added 79.32%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
23,967
shares
|
$247,579
0.14% of portfolio
|
Q3 2024
Reduced 42.44%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
23,687
shares
|
$244,686
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
23,089
shares
|
$238,509
0.0% of portfolio
|
Q3 2024
Added 13.21%
|
|
|
Malaga Cove Capital, LLC
|
Oct 31, 2024 Q3 2024 |
22,946
shares
|
$237,032
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
22,937
shares
|
$236,939
0.02% of portfolio
|
Q3 2024
Added 21.55%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
22,676
shares
|
$234,243
0.04% of portfolio
|
Q3 2024
Added 388.92%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
22,307
shares
|
$230,431
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2024 Q3 2024 |
22,242
shares
|
$229,759
0.06% of portfolio
|
Q3 2024
Reduced 28.86%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
22,163
shares
|
$228,943
0.0% of portfolio
|
Q3 2024
Added 45.12%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Oct 21, 2024 Q3 2024 |
22,052
shares
|
$227,797
0.01% of portfolio
|
Q3 2024
Added 7226.25%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
22,000
shares
|
$227,260
0.03% of portfolio
|
Q1 2024
Reduced 6.03%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
21,986
shares
|
$227,115
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
21,600
shares
|
$223,128
0.0% of portfolio
|
Q3 2024
Reduced 45.46%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
21,327
shares
|
$220,307
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
21,223
shares
|
$219,233
0.01% of portfolio
|
Q3 2024
Added 51.59%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
21,087
shares
|
$217,828
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
20,784
shares
|
$214,698
0.0% of portfolio
|
Q4 2023
Added 13.35%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
20,773
shares
|
$214,585
0.0% of portfolio
|
Q3 2024
Reduced 32.2%
|