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 |
|---|---|---|---|---|---|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
13,124
shares
|
$136,227
0.01% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Comgest Global Investors S.A.S.
|
Nov 06, 2024 Q3 2024 |
13,124
shares
|
$136,227
0.0% of portfolio
|
Q3 2024
Reduced 27.58%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,051
shares
|
$135,469
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
13,051
shares
|
$135,469
0.04% of portfolio
|
Q3 2024
Reduced 24.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
13,048
shares
|
$135,438
0.0% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
12,950
shares
|
$134,421
0.0% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Nov 15, 2024 Q3 2024 |
12,625
shares
|
$131,047
0.22% of portfolio
|
Q3 2024
Reduced 87.8%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
12,621
shares
|
$131,005
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
12,510
shares
|
$129,853
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Oct 29, 2024 Q3 2024 |
12,458
shares
|
$129,314
0.08% of portfolio
|
Q2 2024
Reduced 6.7%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
12,289
shares
|
$127,559
0.0% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
12,011
shares
|
$124,674
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 10, 2024 Q3 2024 |
11,887
shares
|
$123,387
0.13% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
11,773
shares
|
$122,203
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
11,721
shares
|
$121,663
0.06% of portfolio
|
Q3 2024
Reduced 37.18%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
11,679
shares
|
$121,228
0.0% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
11,590
shares
|
$120,304
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
11,552
shares
|
$119,909
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
11,488
shares
|
$119,245
0.03% of portfolio
|
Q2 2024
Reduced 40.11%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
11,000
shares
|
$114,180
0.02% of portfolio
|
Q1 2024
Added 10.0%
|
|
|
Woodline Partners LP
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
10,841
shares
|
$112,529
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
10,827
shares
|
$112,384
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
10,685
shares
|
$110,910
0.09% of portfolio
|
Q3 2024
Reduced 9.16%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
10,649
shares
|
$110,536
0.0% of portfolio
|
Q3 2024
Reduced 26.74%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,434
shares
|
$108,304
0.0% of portfolio
|
Q2 2024
Reduced 21.44%
|