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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
20,320
shares
|
$210,921
0.04% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
20,174
shares
|
$209,406
0.16% of portfolio
|
Q3 2024
Added 291.96%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
20,151
shares
|
$209,167
0.01% of portfolio
|
Q3 2024
Reduced 22.0%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
20,096
shares
|
$208,596
0.0% of portfolio
|
Q3 2024
Reduced 33.89%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Oct 31, 2024 Q3 2024 |
19,629
shares
|
$203,749
0.17% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
19,348
shares
|
$200,832
0.17% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Compass Group LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
18,939
shares
|
$196,586
1.31% of portfolio
|
Q3 2024
Reduced 97.99%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
18,561
shares
|
$192,663
0.04% of portfolio
|
Q3 2024
Reduced 21.22%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
18,561
shares
|
$192,663
0.01% of portfolio
|
Q3 2024
Reduced 21.28%
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
18,470
shares
|
$191,718
0.01% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
18,346
shares
|
$190,431
0.0% of portfolio
|
Q3 2024
Reduced 99.82%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
18,057
shares
|
$187,431
0.01% of portfolio
|
Q3 2024
Added 58.83%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
17,628
shares
|
$182,978
0.01% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
17,558
shares
|
$182,252
0.02% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
17,516
shares
|
$181,816
0.0% of portfolio
|
Q3 2024
Reduced 7.55%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,502
shares
|
$181,670
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
17,454
shares
|
$181,172
0.02% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Oct 29, 2024 Q3 2024 |
17,299
shares
|
$179,563
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
17,196
shares
|
$178,494
0.01% of portfolio
|
Q3 2024
Added 64.18%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
17,118
shares
|
$177,684
0.0% of portfolio
|
Q3 2024
Reduced 49.94%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
17,064
shares
|
$177,124
0.0% of portfolio
|
Q3 2024
Added 14.03%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
17,062
shares
|
$177,103
0.01% of portfolio
|
Q3 2024
Added 31.08%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
17,045
shares
|
$176,927
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
16,923
shares
|
$175,660
0.02% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
16,821
shares
|
$174,601
0.0% of portfolio
|
Q3 2024
Reduced 6.36%
|