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 882 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 $32.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
210
shares
|
$2,570
0.0% of portfolio
|
Q2 2025
Reduced 35.38%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
208
shares
|
$2,545
0.0% of portfolio
|
Q2 2025
Added 35.95%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
200
shares
|
$2,448
0.0% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
200
shares
|
$2,448
0.0% of portfolio
|
Q2 2025
Reduced 86.83%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
178
shares
|
$2,178
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
169
shares
|
$2,068
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
152
shares
|
$1,860
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
147
shares
|
$1,799
0.0% of portfolio
|
Q2 2025
Reduced 73.13%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
147
shares
|
$1,799
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
136
shares
|
$1,664
0.0% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
131
shares
|
$1,603
0.0% of portfolio
|
Q1 2025
Added 12.93%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
126
shares
|
$1,542
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
102
shares
|
$1,248
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
100
shares
|
$1,224
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
100
shares
|
$1,224
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
100
shares
|
$1,224
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
92
shares
|
$1,126
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
86
shares
|
$1,052
0.0% of portfolio
|
Q2 2025
Reduced 99.79%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
81
shares
|
$991
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
78
shares
|
$954
0.0% of portfolio
|
Q2 2025
Added 23.81%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
75
shares
|
$918
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
71
shares
|
$869
0.0% of portfolio
|
Q2 2025
Reduced 69.26%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
70
shares
|
$856
0.0% of portfolio
|
Q2 2025
Reduced 91.3%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
55
shares
|
$673
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
45
shares
|
$550
0.0% of portfolio
|
Q1 2025
Added 125.0%
|