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 $28.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
400
shares
|
$4,132
0.0% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
370
shares
|
$3,822
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
247
shares
|
$2,551
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
239
shares
|
$2,468
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
200
shares
|
$2,066
0.0% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
197
shares
|
$2,035
0.0% of portfolio
|
Q2 2024
Added 8.63%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
188
shares
|
$1,942
0.0% of portfolio
|
Q3 2024
Reduced 15.7%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
171
shares
|
$1,766
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
168
shares
|
$1,735
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
162
shares
|
$1,673
0.0% of portfolio
|
Q2 2024
Reduced 71.83%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
160
shares
|
$1,652
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
116
shares
|
$1,198
0.0% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
89
shares
|
$919
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
78
shares
|
$805
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
76
shares
|
$785
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
75
shares
|
$774
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
72
shares
|
$743
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
65
shares
|
$671
0.0% of portfolio
|
Q3 2024
Reduced 69.63%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
55
shares
|
$568
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
43
shares
|
$444
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
41
shares
|
$423
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
35
shares
|
$361
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
32
shares
|
$330
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
28
shares
|
$289
0.01% of portfolio
|
Q3 2024
Reduced 99.74%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
26
shares
|
$268
0.0% of portfolio
|
Q1 2024
New holding
|