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 |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
805
shares
|
$11,261
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
800
shares
|
$11,192
0.0% of portfolio
|
Q1 2025
Reduced 83.67%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
798
shares
|
$11,164
0.0% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
796
shares
|
$11,136
0.0% of portfolio
|
Q1 2025
Added 64.12%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
772
shares
|
$10,800
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
750
shares
|
$10,492
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
725
shares
|
$10,142
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
618
shares
|
$8,645
0.0% of portfolio
|
Q1 2025
Reduced 58.77%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
600
shares
|
$8,394
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
579
shares
|
$8,100
0.0% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
570
shares
|
$7,974
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
550
shares
|
$7,694
0.0% of portfolio
|
Q1 2025
Reduced 71.79%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
547
shares
|
$7,652
0.0% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
440
shares
|
$6,155
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
421
shares
|
$5,889
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
400
shares
|
$5,596
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
370
shares
|
$5,176
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
340
shares
|
$4,756
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
325
shares
|
$4,546
0.0% of portfolio
|
Q4 2024
Reduced 44.16%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
300
shares
|
$4,197
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
247
shares
|
$3,455
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
237
shares
|
$3,315
0.0% of portfolio
|
Q2 2025
Added 977.27%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
231
shares
|
$3,231
0.0% of portfolio
|
Q1 2025
Reduced 67.42%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
218
shares
|
$3,049
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
214
shares
|
$2,993
0.0% of portfolio
|
Q1 2025
New holding
|