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 |
|---|---|---|---|---|---|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
10,144
shares
|
$141,914
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
10,130
shares
|
$141,718
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
10,000
shares
|
$139,900
0.08% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
10,000
shares
|
$139,900
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
10,000
shares
|
$139,900
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,755
shares
|
$136,472
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
9,755
shares
|
$136,472
0.01% of portfolio
|
Q2 2025
Added 38.37%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
8,913
shares
|
$124,692
0.02% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
8,764
shares
|
$122,608
0.05% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
8,725
shares
|
$122,062
0.01% of portfolio
|
Q1 2025
Added 51.06%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
8,607
shares
|
$120,411
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
8,000
shares
|
$111,920
0.02% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Berbice Capital Management LLC
Melville, NY |
May 01, 2025 Q1 2025 |
8,000
shares
|
$111,920
0.07% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
7,984
shares
|
$111,696
0.0% of portfolio
|
Q1 2025
Reduced 11.13%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
7,879
shares
|
$110,227
0.0% of portfolio
|
Q1 2025
Added 508.89%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
6,698
shares
|
$93,705
0.02% of portfolio
|
Q2 2024
Added 6.27%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
6,640
shares
|
$92,893
0.0% of portfolio
|
Q1 2025
Added 4642.86%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
6,000
shares
|
$83,940
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
5,920
shares
|
$82,820
0.02% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
5,712
shares
|
$79,910
0.0% of portfolio
|
Q2 2023
Added 32.47%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
5,600
shares
|
$78,344
0.01% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Cliffwater LLC
Marina Del Rey, CA |
May 14, 2025 Q1 2025 |
5,472
shares
|
$76,553
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
5,300
shares
|
$74,147
0.02% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
5,155
shares
|
$72,118
0.01% of portfolio
|
Q2 2025
Added 169.47%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5,017
shares
|
$70,187
0.0% of portfolio
|
Q2 2025
Added 18.05%
|