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 |
|---|---|---|---|---|---|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
24,790
shares
|
$346,812
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
24,552
shares
|
$343,482
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
24,551
shares
|
$343,468
0.17% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Cercano Management LLC
Bellevue, WA |
May 13, 2025 Q1 2025 |
24,359
shares
|
$340,782
0.01% of portfolio
|
Q4 2024
Added 9.2%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
24,001
shares
|
$335,773
0.0% of portfolio
|
Q1 2025
Added 26.35%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
23,941
shares
|
$334,934
0.0% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
23,677
shares
|
$331,241
0.01% of portfolio
|
Q1 2025
Added 1433.48%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
23,562
shares
|
$329,632
0.0% of portfolio
|
Q1 2025
Reduced 41.12%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
23,347
shares
|
$326,624
0.01% of portfolio
|
Q1 2025
Added 25.37%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
22,865
shares
|
$319,881
0.01% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
22,808
shares
|
$319,083
0.0% of portfolio
|
Q1 2025
Added 11.85%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
22,751
shares
|
$318,286
0.03% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
22,209
shares
|
$310,703
0.01% of portfolio
|
Q1 2025
Added 46.65%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
21,982
shares
|
$307,528
0.01% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
21,955
shares
|
$307,150
0.0% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
21,625
shares
|
$302,533
0.02% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
21,239
shares
|
$297,133
0.0% of portfolio
|
Q1 2025
Reduced 97.24%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
20,605
shares
|
$288,263
0.0% of portfolio
|
Q1 2025
Added 18.78%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
20,333
shares
|
$284,458
0.01% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
20,322
shares
|
$284,304
0.01% of portfolio
|
Q1 2025
Reduced 7.85%
|
|
|
Quattro Financial Advisors LLC
|
Apr 29, 2025 Q1 2025 |
20,000
shares
|
$279,800
0.07% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
19,996
shares
|
$279,744
0.01% of portfolio
|
Q2 2025
Added 36.58%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
18,962
shares
|
$265,278
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
18,726
shares
|
$261,976
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
18,561
shares
|
$259,668
0.04% of portfolio
|
Q3 2024
Reduced 21.22%
|