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 |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
18,561
shares
|
$259,668
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
18,248
shares
|
$255,289
0.0% of portfolio
|
Q2 2025
Added 36.13%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
18,130
shares
|
$253,638
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
18,107
shares
|
$253,316
0.0% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
17,924
shares
|
$250,756
0.04% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
17,704
shares
|
$247,678
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
17,650
shares
|
$246,923
0.04% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
17,638
shares
|
$246,755
0.0% of portfolio
|
Q1 2025
Added 7.05%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
17,625
shares
|
$246,573
0.03% of portfolio
|
Q1 2025
Added 50.78%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
17,590
shares
|
$246,084
0.0% of portfolio
|
Q1 2025
Added 14.9%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
17,298
shares
|
$241,999
0.05% of portfolio
|
Q1 2025
Added 17.61%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
17,045
shares
|
$238,459
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
16,939
shares
|
$236,976
0.0% of portfolio
|
Q1 2025
Added 28.8%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
16,817
shares
|
$235,269
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
16,625
shares
|
$232,583
0.01% of portfolio
|
Q1 2025
Added 46.53%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
16,500
shares
|
$230,835
0.0% of portfolio
|
Q1 2025
Reduced 14.66%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
16,271
shares
|
$227,631
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
15,974
shares
|
$223,476
0.0% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
15,961
shares
|
$223,294
0.1% of portfolio
|
Q4 2024
Reduced 24.31%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
15,916
shares
|
$222,664
0.04% of portfolio
|
Q2 2025
Reduced 26.6%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
15,861
shares
|
$221,895
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
15,794
shares
|
$220,958
0.0% of portfolio
|
Q2 2025
Added 15.28%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
15,756
shares
|
$220,426
0.0% of portfolio
|
Q1 2025
Added 38.59%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
15,659
shares
|
$219,069
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
15,541
shares
|
$217,418
0.0% of portfolio
|
Q2 2025
Added 39.39%
|