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 |
|---|---|---|---|---|---|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
6,352
shares
|
$101,377
0.0% of portfolio
|
Q2 2025
Added 694.0%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
6,223
shares
|
$99,319
0.05% of portfolio
|
Q2 2025
Added 76.94%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
5,920
shares
|
$94,483
0.02% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
5,800
shares
|
$92,568
0.0% of portfolio
|
Q2 2025
Reduced 12.65%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
5,712
shares
|
$91,163
0.0% of portfolio
|
Q2 2023
Added 32.47%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
5,637
shares
|
$89,966
0.02% of portfolio
|
Q2 2025
Reduced 36.76%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
5,600
shares
|
$89,376
0.01% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Cliffwater LLC
Marina Del Rey, CA |
Aug 13, 2025 Q2 2025 |
5,472
shares
|
$87,333
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
5,155
shares
|
$82,273
0.01% of portfolio
|
Q2 2025
Added 169.47%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5,017
shares
|
$80,071
0.0% of portfolio
|
Q2 2025
Added 18.05%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
3,787
shares
|
$60,440
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
3,768
shares
|
$60,137
0.0% of portfolio
|
Q2 2025
Added 63.54%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
3,718
shares
|
$59,339
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
3,401
shares
|
$54,279
0.04% of portfolio
|
Q2 2025
Reduced 8.08%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
3,342
shares
|
$53,338
0.02% of portfolio
|
Q2 2025
Added 334100.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
3,167
shares
|
$50,545
0.0% of portfolio
|
Q2 2025
Added 296.87%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
3,110
shares
|
$49,635
0.0% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
3,105
shares
|
$49,555
0.0% of portfolio
|
Q2 2025
Reduced 18.61%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
3,051
shares
|
$48,693
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
3,000
shares
|
$47,880
0.04% of portfolio
|
Q4 2024
Added 500.0%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
2,800
shares
|
$44,688
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,700
shares
|
$43,092
0.0% of portfolio
|
Q1 2025
Added 107.69%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,620
shares
|
$41,815
0.0% of portfolio
|
Q2 2025
Added 8.76%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,610
shares
|
$41,655
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,562
shares
|
$40,889
0.0% of portfolio
|
Q2 2025
Added 166.6%
|