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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
17,671
shares
|
$282,029
0.02% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
17,650
shares
|
$281,694
0.04% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
17,493
shares
|
$279,188
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
17,271
shares
|
$275,645
0.0% of portfolio
|
Q2 2025
Added 119.2%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
17,247
shares
|
$275,262
0.02% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Aug 13, 2025 Q2 2025 |
17,071
shares
|
$272,453
0.34% of portfolio
|
Q2 2025
Added 35.73%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
17,045
shares
|
$272,038
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
17,040
shares
|
$271,958
0.05% of portfolio
|
Q2 2025
Reduced 69.67%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
16,834
shares
|
$268,670
0.01% of portfolio
|
Q2 2025
Reduced 17.16%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
16,770
shares
|
$267,649
0.02% of portfolio
|
Q2 2025
Reduced 22.45%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Aug 18, 2025 Q2 2025 |
16,422
shares
|
$262,095
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
16,202
shares
|
$258,583
0.0% of portfolio
|
Q2 2025
Added 37.97%
|
|
|
Vancity Investment Management LTD
Vancouver, A1 |
Aug 13, 2025 Q2 2025 |
16,143
shares
|
$257,642
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Dld Asset Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
16,105
shares
|
$257,035
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
15,961
shares
|
$254,737
0.1% of portfolio
|
Q4 2024
Reduced 24.31%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
15,916
shares
|
$254,019
0.04% of portfolio
|
Q2 2025
Reduced 26.6%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
15,802
shares
|
$252,199
0.0% of portfolio
|
Q2 2025
Reduced 23.31%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
15,794
shares
|
$252,072
0.0% of portfolio
|
Q2 2025
Added 15.28%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
15,561
shares
|
$248,353
0.01% of portfolio
|
Q2 2025
Reduced 16.16%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
15,541
shares
|
$248,034
0.0% of portfolio
|
Q2 2025
Added 39.39%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
15,474
shares
|
$246,965
0.03% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
15,438
shares
|
$246,390
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Jul 28, 2025 Q2 2025 |
15,429
shares
|
$246,246
0.13% of portfolio
|
Q4 2024
Reduced 21.4%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
15,352
shares
|
$245,017
0.03% of portfolio
|
Q2 2025
Added 33.59%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
15,300
shares
|
$244,188
0.08% of portfolio
|
Q2 2025
Added 188.68%
|