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 |
|---|---|---|---|---|---|
|
Capital Markets Trading Uk LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
10,429
shares
|
$108,253
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
10,428
shares
|
$108,242
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
10,348
shares
|
$107,412
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 09, 2024 Q3 2024 |
10,289
shares
|
$106,799
0.06% of portfolio
|
Q2 2024
Reduced 44.74%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
10,055
shares
|
$104,370
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
10,031
shares
|
$104,121
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
10,019
shares
|
$103,997
0.01% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
10,000
shares
|
$103,800
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$103,800
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
9,985
shares
|
$103,644
0.01% of portfolio
|
Q3 2024
Added 51.84%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,755
shares
|
$101,256
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
9,713
shares
|
$100,820
0.01% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
8,764
shares
|
$90,970
0.06% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
8,100
shares
|
$84,078
0.04% of portfolio
|
Q1 2024
Added 1.25%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
7,890
shares
|
$81,898
0.03% of portfolio
|
Q3 2024
Added 104.78%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
7,288
shares
|
$75,649
0.0% of portfolio
|
Q3 2024
Added 670.4%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
6,840
shares
|
$70,999
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
6,775
shares
|
$70,324
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
6,698
shares
|
$69,525
0.03% of portfolio
|
Q2 2024
Added 6.27%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
6,207
shares
|
$64,428
0.01% of portfolio
|
Q3 2024
Added 296.11%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
5,980
shares
|
$62,072
0.01% of portfolio
|
Q3 2024
Added 323.51%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
5,712
shares
|
$59,290
0.0% of portfolio
|
Q2 2023
Added 32.47%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
5,179
shares
|
$53,758
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
4,670
shares
|
$48,474
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
4,601
shares
|
$47,758
0.0% of portfolio
|
Q3 2024
Added 86.28%
|