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 885 institutions that hold shares in the stock, with a total of 2.62 Billion shares, which have been reported (via 13F filing form) to have a value of $41.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
R Squared LTD
Central, K3 |
Jul 31, 2025 Q2 2025 |
20,720
shares
|
$330,691
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
20,392
shares
|
$325,456
0.01% of portfolio
|
Q2 2025
Added 1361.79%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
20,228
shares
|
$322,838
0.02% of portfolio
|
Q2 2025
Added 35.78%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
20,159
shares
|
$321,737
0.0% of portfolio
|
Q2 2025
Reduced 14.44%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
19,996
shares
|
$319,136
0.01% of portfolio
|
Q2 2025
Added 36.58%
|
|
|
Nebula Research & Development LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
19,937
shares
|
$318,194
0.02% of portfolio
|
Q2 2025
Added 63.73%
|
|
|
Saba Capital Management, L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
19,928
shares
|
$318,050
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Trade Link Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
19,900
shares
|
$317,604
0.97% of portfolio
|
Q2 2025
New holding
|
|
|
Axq Capital, LP
Jersey City, NJ |
Aug 12, 2025 Q2 2025 |
19,838
shares
|
$316,614
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
19,412
shares
|
$309,815
0.02% of portfolio
|
Q2 2025
Reduced 42.06%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
19,399
shares
|
$309,608
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
19,309
shares
|
$308,171
0.01% of portfolio
|
Q2 2025
Added 17.02%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
19,031
shares
|
$303,734
0.02% of portfolio
|
Q2 2025
Added 33.32%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
18,932
shares
|
$302,154
0.0% of portfolio
|
Q2 2025
Added 18.52%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
18,900
shares
|
$301,644
0.07% of portfolio
|
Q2 2025
Reduced 46.22%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
18,860
shares
|
$301,005
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
18,611
shares
|
$297,031
0.06% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
18,561
shares
|
$296,233
0.04% of portfolio
|
Q3 2024
Reduced 21.22%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
18,425
shares
|
$294,063
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
18,248
shares
|
$291,238
0.0% of portfolio
|
Q2 2025
Added 36.13%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
18,198
shares
|
$290,440
0.04% of portfolio
|
Q2 2025
Reduced 49.23%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
18,187
shares
|
$290,264
0.05% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
17,985
shares
|
$287,040
0.0% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
17,924
shares
|
$286,067
0.04% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
17,797
shares
|
$284,040
0.04% of portfolio
|
Q2 2025
Added 0.98%
|