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 |
|---|---|---|---|---|---|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
15,002
shares
|
$239,431
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Newfoundland Capital Management
Sao Paulo, D5 |
May 10, 2024 Q1 2024 |
15,000
shares
|
$239,400
1.89% of portfolio
|
Q1 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
14,945
shares
|
$238,522
0.0% of portfolio
|
Q2 2025
Reduced 54.15%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
14,677
shares
|
$234,244
0.01% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
14,566
shares
|
$232,473
0.01% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
14,557
shares
|
$232,329
0.0% of portfolio
|
Q2 2025
Reduced 14.06%
|
|
|
Private Wealth Partners, LLC
|
Aug 01, 2025 Q2 2025 |
13,900
shares
|
$221,844
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,844
shares
|
$220,950
0.0% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
13,627
shares
|
$217,486
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Edge Point Investment Group Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
13,573
shares
|
$216,625
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
13,540
shares
|
$216,098
0.03% of portfolio
|
Q2 2025
Added 33.48%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
13,475
shares
|
$215,061
0.08% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
13,266
shares
|
$211,725
0.04% of portfolio
|
Q2 2025
Reduced 15.28%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
13,033
shares
|
$208,006
0.01% of portfolio
|
Q2 2025
Added 17.16%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
12,961
shares
|
$206,857
0.01% of portfolio
|
Q2 2025
Added 336.84%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
12,953
shares
|
$206,729
0.01% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
12,827
shares
|
$204,718
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
12,700
shares
|
$202,692
0.0% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
12,569
shares
|
$200,601
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Paradice Investment Management LLC
|
Aug 13, 2025 Q2 2025 |
12,561
shares
|
$200,473
0.04% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
12,500
shares
|
$199,500
0.06% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
12,500
shares
|
$199,500
0.09% of portfolio
|
Q2 2025
Added 8.7%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Aug 07, 2025 Q2 2025 |
12,200
shares
|
$194,712
0.11% of portfolio
|
Q2 2025
Reduced 59.33%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
11,832
shares
|
$188,838
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
11,729
shares
|
$187,194
0.01% of portfolio
|
Q2 2025
New holding
|