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 827 institutions that hold shares in the stock, with a total of 2.58 Billion shares, which have been reported (via 13F filing form) to have a value of $36.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
40,355
shares
|
$564,566
0.04% of portfolio
|
Q1 2025
Added 33.74%
|
|
|
Massar Capital Management, LP
Stamford, CT |
May 15, 2025 Q1 2025 |
40,000
shares
|
$559,600
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
39,600
shares
|
$554,004
0.23% of portfolio
|
Q2 2025
Reduced 13.61%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
38,696
shares
|
$541,357
0.02% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
38,653
shares
|
$540,755
0.0% of portfolio
|
Q2 2025
Added 34.15%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
37,668
shares
|
$526,975
0.03% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
37,535
shares
|
$525,114
0.02% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
37,295
shares
|
$521,757
0.01% of portfolio
|
Q1 2025
Added 11.4%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
36,255
shares
|
$507,207
0.02% of portfolio
|
Q2 2025
Added 21.74%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
36,128
shares
|
$505,430
0.03% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
35,952
shares
|
$502,968
0.06% of portfolio
|
Q1 2025
Added 222.35%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
35,846
shares
|
$501,485
0.02% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
35,146
shares
|
$491,692
0.11% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Accuvest Global Advisors
Provo, UT |
May 09, 2025 Q1 2025 |
34,866
shares
|
$487,775
0.3% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
34,228
shares
|
$478,849
0.01% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
34,110
shares
|
$477,198
0.11% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Sciencast Management LP
|
May 15, 2025 Q1 2025 |
34,035
shares
|
$476,149
0.09% of portfolio
|
Q1 2025
Reduced 62.76%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
33,923
shares
|
$474,582
0.0% of portfolio
|
Q1 2025
Added 33823.0%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
33,504
shares
|
$468,720
0.02% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
33,135
shares
|
$463,558
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Antipodes Partners LTD
Royal Exchange, C3 |
May 06, 2025 Q1 2025 |
33,039
shares
|
$462,215
0.01% of portfolio
|
Q1 2025
Added 56.17%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
32,919
shares
|
$460,536
0.12% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Bit Capital Gmb H
Berlin, 2M |
May 09, 2025 Q1 2025 |
32,798
shares
|
$458,844
0.03% of portfolio
|
Q1 2025
Added 116.3%
|
|
|
Emerald Advisers, LLC
|
May 01, 2025 Q1 2025 |
32,759
shares
|
$458,298
0.02% of portfolio
|
Q1 2025
Reduced 49.24%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
32,595
shares
|
$456,004
0.0% of portfolio
|
Q1 2025
Added 4.94%
|