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NU (NU) Institutional Ownership

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$12.72 -0.03 (-0.20%)
Closing price 07/25/2025 03:59 PM Eastern
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$12.74 +0.01 (+0.08%)
As of 07/25/2025 07:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for NU (NYSE:NU)

Current
Institutional Ownership
Percentage
84.02%
Number of
Institutional Buyers
(last 12 months)
542
Total
Institutional Inflows
(last 12 months)
$6.85B
Number of
Institutional Sellers
(last 12 months)
321
Total
Institutional Outflows
(last 12 months)
$4.78B
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NU Institutional Buying and Selling by Quarter

NU Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025Verdence Capital Advisors LLC43,704$600K0.0%+3.2%0.001%
7/25/2025Atria Wealth Solutions Inc.31,662$433K0.0%+99.6%0.001%
7/25/2025Envestnet Portfolio Solutions Inc.37,549$515K0.0%+39.4%0.001%
7/25/2025Sequoia Financial Advisors LLC170,485$2.34M0.0%+3.4%0.004%
7/25/2025Yousif Capital Management LLC91,251$1.25M0.0%-1.8%0.002%
7/25/2025MGO One Seven LLC11,729$161K0.0%N/A0.000%
7/25/2025LRI Investments LLC27,619$379K0.0%+105.3%0.001%
7/25/2025CWM LLC81,639$1.12M0.0%+8.8%0.002%
7/25/2025Vanguard Personalized Indexing Management LLC64,052$879K0.0%+87.1%0.001%
7/25/20251858 Wealth Management LLC120,062$1.65M1.2%+182.6%0.002%
7/25/2025GFS Advisors LLC1,088,655$14.94M2.0%-32.2%0.023%
7/25/2025Milestones Administradora de Recursos Ltda.1,484,000$20.36M7.0%+7.2%0.031%
7/25/2025Constellation Investimentos e Participacoes Ltda1,385,541$19.01M34.0%+80.0%0.029%
7/24/2025 Aberdeen Group plc13,005,978$179.81M0.3%+0.3%0.270%
7/24/2025 PDS Planning Inc13,033$179K0.0%+17.2%0.000%
7/24/2025 Blue Trust Inc.31,575$433K0.0%+8.7%0.001%
7/24/2025 IFP Advisors Inc43,956$612K0.0%-19.1%0.001%
7/24/2025 Callan Family Office LLC26,344$361K0.0%N/A0.001%
7/24/2025 US Bancorp DE274,399$3.77M0.0%+5.1%0.006%
7/23/2025 Broderick Brian C74,658$1.02M0.2%+137.3%0.002%
7/23/2025 Triasima Portfolio Management inc.254,379$3.49M0.6%-19.6%0.005%
7/23/2025 Prasad Wealth Partners LLC125,777$1.73M0.5%+17.6%0.003%
7/23/2025 KLP Kapitalforvaltning AS723,400$9.93M0.0%+2.3%0.015%
7/23/2025 Spear Holdings RSC Ltd3,269,586$44.86M3.3%N/A0.068%
7/23/2025 Country Club Bank149,476$1.98M0.1%-3.3%0.003%
7/22/2025 D.B. Root & Company LLC11,832$162K0.0%N/A0.000%
7/22/2025 Belpointe Asset Management LLC47,226$648K0.0%N/A0.001%
7/22/2025 Valeo Financial Advisors LLC64,814$889K0.0%N/A0.001%
7/22/2025 Carolina Wealth Advisors LLC74,405$1.02M0.5%+31.5%0.002%
7/22/2025 Sava Infond d.o.o.60,000$823K0.1%N/A0.001%
7/21/2025 Matthews International Capital Management LLC104,239$1.43M0.3%-63.0%0.002%
7/21/2025 Fortis Capital Advisors LLC47,226$648K0.1%N/A0.001%
7/21/2025 Vaughan Nelson Investment Management L.P.615,585$8.45M0.1%+2,221.2%0.013%
7/21/2025 Ascent Group LLC10,787$148K0.0%-9.5%0.000%
7/21/2025 Ameritas Advisory Services LLC2,610$36K0.0%N/A0.000%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management19,309$265K0.0%+17.0%0.000%
7/21/2025 Sullivan Wood Capital Management LLC78,200$1.07M2.2%N/A0.002%
7/21/2025 Matauro LLC21,089$289K0.1%+82.8%0.000%
7/21/2025 Mirae Asset Global Investments Co. Ltd.175,013$2.40M0.0%-71.8%0.004%
7/21/2025 J2 Capital Management Inc32,844$451K0.4%N/A0.001%
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7/18/2025 Robeco Institutional Asset Management B.V.12,545,110$172.12M0.3%-29.8%0.260%
7/18/2025 Ninety One UK Ltd1,023,447$14.04M0.0%+33.0%0.021%
7/18/2025 LBP AM SA824,623$11.31M0.2%+241.2%0.017%
7/18/2025 Truist Financial Corp59,396$815K0.0%-40.9%0.001%
7/17/2025 Janney Montgomery Scott LLC124,801$1.71M0.0%+62.3%0.003%
7/17/2025 GC Wealth Management RIA LLC80,195$1.10M0.1%N/A0.002%
7/16/2025 Signaturefd LLC15,541$213K0.0%+39.4%0.000%
7/16/2025 ORG Partners LLC2,325$32K0.0%+474.1%0.000%
7/16/2025 Dakota Wealth Management31,314$430K0.0%+3.9%0.001%
7/16/2025 Perigon Wealth Management LLC19,996$274K0.0%+36.6%0.000%
7/16/2025 Arlington Capital Management Inc.26,392$362K0.3%+16.6%0.001%
7/15/2025 Public Employees Retirement System of Ohio5,228,590$71.74M0.2%+4.1%0.109%
7/15/2025 Ballentine Partners LLC18,248$250K0.0%+36.1%0.000%
7/15/2025 Cigna Investments Inc. New83,158$1.14M0.2%-4.0%0.002%
7/14/2025 CHICAGO TRUST Co NA15,916$218K0.0%-26.6%0.000%
7/14/2025 AdvisorNet Financial Inc40,853$561K0.0%-16.8%0.001%
7/14/2025 Armstrong Advisory Group Inc.2,000$27K0.0%N/A0.000%
7/14/2025 GAMMA Investing LLC9,755$134K0.0%+38.4%0.000%
7/14/2025 Clear Harbor Asset Management LLC50,208$689K0.1%+9.8%0.001%
7/14/2025 Park Avenue Securities LLC38,653$530K0.0%+34.2%0.001%
7/11/2025 Petredis Investment Advisors LLC214,465$2.94M0.3%N/A0.004%
7/11/2025 Harbour Capital Advisors LLC94,215$1.27M0.3%-0.9%0.002%
7/11/2025 UMB Bank n.a.11,113$152K0.0%+20.1%0.000%
7/11/2025 Shelton Wealth Management LLC114,333$1.57M0.8%-4.6%0.002%
7/11/2025 Assenagon Asset Management S.A.8,391,972$115.14M0.2%-3.7%0.174%
7/11/2025 Perpetual Ltd1,323,183$18.15M0.2%-20.0%0.027%
7/11/2025 IFM Investors Pty Ltd116,658$1.60M0.0%+8.8%0.002%
7/10/2025 Arkfeld Wealth Strategies L.L.C.39,600$529K0.2%-13.6%0.001%
7/10/2025 Wealth Enhancement Advisory Services LLC332,384$4.52M0.0%+17.7%0.007%
7/10/2025 TT International Asset Management LTD104,919$1.44M0.3%N/A0.002%
7/10/2025 Wedmont Private Capital36,255$495K0.0%+21.7%0.001%
7/10/2025 Baader Bank Aktiengesellschaft401,290$5.49M0.4%-19.5%0.008%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd164,128$2.25M0.0%+4.9%0.003%
7/9/2025 Triumph Capital Management51,300$704K0.2%-10.0%0.001%
7/8/2025 Lingohr Asset Management GmbH100,384$1.38M2.5%-78.2%0.002%
7/8/2025 Parallel Advisors LLC15,794$217K0.0%+15.3%0.000%
7/7/2025 Salem Investment Counselors Inc.2,282,236$31.31M1.0%+0.0%0.047%
7/1/2025 Kera Capital Partners Inc.530,635$7.28M1.4%+6.8%0.011%
6/18/2025Voya Investment Management LLC1,603,098$16.42M0.0%-0.9%0.033%
6/4/2025 First Hawaiian Bank73,463$752K0.0%-28.5%0.002%
5/21/2025Acadian Asset Management LLC130,278$1.33M0.0%-60.4%0.003%
5/21/2025 IFM Investors Pty Ltd107,268$1.10M0.0%+46.4%0.002%
5/20/2025Intech Investment Management LLC598,100$6.13M0.1%-27.8%0.012%
5/20/2025Focus Partners Wealth1,460,127$14.95M0.0%-41.4%0.030%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC21,830,023$223.54M0.1%+13.5%0.453%
5/16/2025Empowered Funds LLC212,861$2.18M0.0%-5.7%0.004%
5/16/2025Atmos Capital Gestao DE Recursos LTDA.3,304,622$33.84M7.1%-28.3%0.069%
5/16/2025 Ascent Group LLC11,917$122K0.0%N/A0.000%
5/16/2025Axiom Investors LLC DE720,340$7.38M0.1%-57.8%0.015%
5/16/2025Adalta Capital Management LLC89,797$920K0.5%-15.7%0.002%
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5/16/2025Great Lakes Advisors LLC362,445$3.71M0.0%-50.0%0.008%
5/16/2025Sciencast Management LP34,035$349K0.1%-62.8%0.001%
5/16/2025Fred Alger Management LLC468,297$4.80M0.0%-47.9%0.010%
5/16/2025Sylebra Capital LLC3,555,632$36.41M1.8%+51.0%0.074%
5/16/2025Dynamic Technology Lab Private Ltd35,952$368K0.1%+222.4%0.001%
5/16/2025Temasek Holdings Private Ltd243,170$2.49M0.0%N/A0.005%
5/16/2025ThornTree Capital Partners LP2,620,248$26.83M5.9%-38.3%0.054%
5/16/2025Trustees of Columbia University in the City of New York909,930$9.32M1.5%+738.0%0.019%
5/16/2025USS Investment Management Ltd2,601,185$26.65M0.2%-11.6%0.054%
5/16/2025Sepio Capital LP14,696$150K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

NU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NU shares?

During the previous two years, 773 institutional investors and hedge funds held shares of NU. The most heavily invested institutionals were Baillie Gifford & Co. ($2.72B), Capital Research Global Investors ($2.47B), SC US Ttgp LTD. ($1.83B), State Street Corp ($1.08B), WCM Investment Management LLC ($796.77M), Galileo PTC Ltd ($789.54M), and Sands Capital Management LLC ($709.89M).Learn more on NU's institutional investors.

What percentage of NU's stock is owned by institutional investors?

84.02% of NU's stock is owned by institutional investors. Learn more on NU's institutional investor holdings.

Which institutional investors have been buying NU's stock?

Of the 679 institutional investors that purchased NU's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Baillie Gifford & Co. ($150.39M), WCM Investment Management LLC ($99.97M), Jennison Associates LLC ($79.30M), Capital Research Global Investors ($74.16M), Norges Bank ($68.37M), Sands Capital Management LLC ($43.27M), and State Street Corp ($40.56M).

How much institutional buying is happening at NU?

Institutional investors have bought a total of 597,493,929 shares in the last 24 months. This purchase volume represents approximately $6.83B in transactions.

Which of NU's major shareholders have been selling company stock?

Of the 319 institutional investors that sold NU's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Berkshire Hathaway Inc ($66.94M), Jennison Associates LLC ($66.36M), WCM Investment Management LLC ($23.52M), Two Sigma Advisers LP ($15.09M), Technology Crossover Management X Ltd. ($13.95M), FIL Ltd ($11.29M), and Capital International Investors ($11.07M).

How much institutional selling is happening at NU?

Institutional investors have sold a total of 430,989,225 shares in the last 24 months. This volume of shares sold represents approximately $4.75B in transactions.



This page (NYSE:NU) was last updated on 7/26/2025 by MarketBeat.com Staff
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