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NU (NU) Institutional Ownership

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$12.28 -0.02 (-0.12%)
Closing price 05/19/2026 03:59 PM Eastern
Extended Trading
$12.38 +0.10 (+0.81%)
As of 04:34 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for NU (NYSE:NU)

Current
Institutional Ownership
Percentage
84.02%
Number of
Institutional Buyers
(last 12 months)
673
Total
Institutional Inflows
(last 12 months)
$11.80B
Number of
Institutional Sellers
(last 12 months)
354
Total
Institutional Outflows
(last 12 months)
$6.17B
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Skip Chart & View Institutional Buying and Selling Data

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
5/19/2026Western Wealth Management LLC20,090$289K0.0%-23.1%0.000%
5/19/2026 NewEdge Advisors LLC34,539$496K0.0%-41.8%0.001%
5/19/2026 Bank of America Corp DE45,966,932$660.55M0.0%+8.6%0.947%
5/19/2026 Edgestream Partners L.P.315,404$4.53M0.1%N/A0.006%
5/19/2026 Janus Henderson Group PLC848,878$12.20M0.0%+35.4%0.017%
5/19/2026 Opal Capital LLC269,271$3.87M0.7%N/A0.006%
5/18/2026 Amundi13,212,335$189.86M0.1%-18.1%0.272%
5/18/2026 Sylebra Capital LLC466,419$6.70M0.9%-58.0%0.010%
5/18/2026 Adalta Capital Management LLC175,875$2.53M1.2%-3.9%0.004%
5/18/2026 EverSource Wealth Advisors LLC6,468$93K0.0%+58.1%0.000%
5/18/2026 Empire Financial Management Company LLC96,627$1.39M0.3%+6.1%0.002%
5/18/2026 California State Teachers Retirement System1,807,993$25.98M0.0%+13.3%0.037%
5/18/2026 Royal Bank of Canada1,117,404$16.06M0.0%-29.2%0.023%
5/18/2026 Regal Partners Ltd16,390$236K0.0%-91.9%0.000%
5/18/2026 EdgePoint Investment Group Inc.24,524$352K0.0%+44.2%0.001%
5/18/2026 Empowered Funds LLC414,075$5.95M0.0%+28.1%0.009%
5/16/2026 The Manufacturers Life Insurance Company 904,485$13.00M0.0%+8.9%0.019%
5/16/2026 Dynamo Internacional Gestao DE Recursos LTDA.5,517,125$79.28M27.2%+676.2%0.114%
5/16/2026 Squadra Investments Gestao DE Recursos LTDA.22,312,501$320.63M35.9%+266.8%0.460%
5/16/2026 Maverick Capital Ltd.22,444,311$322.53M3.7%+91.6%0.462%
5/16/2026 Quantinno Capital Management LP3,479,675$50.00M0.1%-2.7%0.072%
5/16/2026 Advent International L.P.7,292,793$104.80M2.5%-18.9%0.150%
5/16/2026 Lazard Asset Management LLC2,748,533$39.50M0.1%+55.1%0.057%
5/16/2026 ABS Direct Equity Fund LLC247,700$3.51M2.7%N/A0.005%
5/15/2026 Absolute Gestao de Investimentos Ltda.961,608$13.82M1.6%+802.1%0.020%
5/15/2026 Lombard Odier Asset Management Switzerland SA16,202$233K0.0%N/A0.000%
5/15/2026 Lombard Odier Asset Management Europe Ltd438,343$6.30M0.3%N/A0.009%
5/15/2026 Wealth Alliance LLC31,722$456K0.0%+57.0%0.001%
5/15/2026 Cumberland Partners Ltd190,000$2.73M0.2%-33.3%0.004%
5/15/2026 Entropy Technologies LP364,456$5.24M0.2%+489.3%0.008%
5/14/2026 Renaissance Technologies LLC16,269,800$233.80M0.4%-28.4%0.335%
5/14/2026 GC Wealth Management RIA LLC94,913$1.36M0.1%-18.1%0.002%
5/14/2026 Public Employees Retirement System of Ohio2,958,649$42.52M0.1%-24.0%0.061%
5/14/2026 Compound Planning Inc.52,252$751K0.0%-22.3%0.001%
5/14/2026 Modern Wealth Management LLC39,903$576K0.0%N/A0.001%
5/14/2026 Arrowstreet Capital Limited Partnership14,802,391$212.71M0.1%-47.7%0.305%
5/14/2026 Siren L.L.C.25,000$359K0.0%N/A0.001%
5/14/2026 Cloverfields Capital Group LP284,043$4.08M1.3%-2.2%0.006%
5/14/2026 Bank of Nova Scotia16,111,616$231.52M0.4%+855.9%0.332%
5/14/2026 Gibbs Wealth Management19,325$278K0.0%-11.0%0.000%
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5/14/2026 Sei Investments Co.9,336,677$134.17M0.1%+21.2%0.192%
5/14/2026 Lido Advisors LLC253,280$3.64M0.0%N/A0.005%
5/14/2026 State of Wyoming62,980$905K0.1%+16.4%0.001%
5/13/2026 Cetera Investment Advisers419,888$6.03M0.0%+7.1%0.009%
5/13/2026 Coronation Fund Managers Ltd.17,973,549$258.28M11.8%+24.8%0.370%
5/13/2026 Mizuho Markets Cayman LP772,786$11.11M0.6%+33.7%0.016%
5/13/2026 Militia Capital Management LLC160,000$2.30M0.5%N/A0.003%
5/13/2026 NewEdge Wealth LLC55,567$799K0.0%-17.4%0.001%
5/13/2026 Alesco Advisors LLC An ESL Co79,797$1.15M0.0%N/A0.002%
5/13/2026 CI Investments Inc.4,366,670$62.75M0.3%+199.6%0.090%
5/13/2026 First Trust Advisors LP1,285,330$18.47M0.0%-62.3%0.026%
5/12/2026 Millennium Capital Advisors LLC10,550$152K0.1%N/A0.000%
5/12/2026 Investidor Profissional Gestao de Recursos Ltda.209,875$3.02M1.0%N/A0.004%
5/12/2026 Fortis Capital Management LLC26,770$385K0.0%-5.9%0.001%
5/12/2026 Barometer Capital Management Inc.21,600$310K0.1%N/A0.000%
5/12/2026 ABN Amro Investment Solutions121,101$1.74M0.0%N/A0.002%
5/8/2026 PNC Financial Services Group Inc.187,655$2.70M0.0%+17.8%0.004%
5/8/2026 Baader Bank Aktiengesellschaft257,129$3.70M0.3%-46.9%0.005%
5/8/2026 Andra AP fonden2,325,200$33.41M0.4%+57.7%0.048%
5/8/2026 Madison Asset Management LLC217,448$3.13M0.0%+63.2%0.004%
5/8/2026 Titan Global Capital Management USA LLC165,692$2.38M0.4%+6.3%0.003%
5/8/2026 Amova Asset Management Americas Inc.4,395,488$63.16M0.9%-1.2%0.091%
5/7/2026 Kapitalo Investimentos Ltda696,041$10.00M1.9%N/A0.014%
5/7/2026 AlTi Global Inc.65,411$940K0.0%+2.0%0.001%
5/7/2026 Earned Wealth Advisors LLC22,292$320K0.0%+15.7%0.000%
5/7/2026 WCM Investment Management LLC72,837,195$984.03M2.2%-1.5%1.500%
5/7/2026 Investment Management Associates Inc. ADV1,073,617$15.43M3.7%+15.6%0.022%
5/7/2026 Dimensional Fund Advisors LP298,789$4.29M0.0%+990.3%0.006%
5/7/2026 KBC Group NV1,943,921$27.93M0.1%+86.6%0.040%
5/7/2026 SEB Asset Management AB2,370,664$34.07M0.1%N/A0.049%
5/7/2026 Swiss National Bank6,558,513$94.25M0.1%-11.6%0.135%
5/7/2026 SPX Gestao de Recursos Ltda2,569,755$36.93M3.1%N/A0.053%
5/6/2026 Jennison Associates LLC35,850,092$515.17M0.4%-8.9%0.738%
5/6/2026 California Public Employees Retirement System6,009,638$86.36M0.1%+1.8%0.124%
5/6/2026 Kera Capital Partners Inc.467,665$6.72M0.8%-25.8%0.010%
5/6/2026 Assetmark Inc.7,561$109K0.0%-11.9%0.000%
5/6/2026 Barings LLC1,056,857$15.19M0.2%-33.3%0.022%
5/6/2026 C WorldWide Group Holding A S386,025$5.55M0.1%+23.8%0.008%
5/6/2026 Bessemer Group Inc.120,450$1.73M0.0%-2.4%0.002%
5/6/2026 SteelPeak Wealth LLC14,331$206K0.0%N/A0.000%
5/5/2026 Bank of New York Mellon Corp8,011,073$115.12M0.0%+4.6%0.165%
5/5/2026 Blackhawk Capital Partners LLC11,467$165K0.1%-15.9%0.000%
5/5/2026 Geneos Wealth Management Inc.18,113$260K0.0%-4.7%0.000%
5/5/2026 Aubrey Capital Management Ltd818,300$11.76M6.3%-27.2%0.017%
5/5/2026 Sanctuary Advisors LLC45,601$655K0.0%-3.6%0.001%
5/5/2026 Nwam LLC28,951$416K0.0%-8.6%0.001%
5/4/2026 ABC Arbitrage SA10,787$155K0.0%N/A0.000%
5/4/2026 Calamos Wealth Management LLC436,531$6.27M0.2%-4.2%0.009%
5/4/2026 Calamos Advisors LLC436,531$6.27M0.0%+967.3%0.009%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management29,830$429K0.0%+50.2%0.001%
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5/4/2026 Principal Financial Group Inc.149,290$2.15M0.0%+115.6%0.003%
5/4/2026 Chicago Partners Investment Group LLC10,301$153K0.0%N/A0.000%
5/4/2026 Matthews International Capital Management LLC505,743$7.27M2.9%+17.0%0.010%
5/4/2026 AMF Tjanstepension AB340,508$4.89M0.0%+5.5%0.007%
5/4/2026 Triglav Investments D.O.O.101,000$1.45M0.1%+14.5%0.002%
5/2/2026 Arlington Capital Management Inc.16,292$234K0.1%-10.4%0.000%
5/2/2026 Diversify Wealth Management LLC54,225$761K0.0%N/A0.001%
5/2/2026 Carnegie Investment Counsel648,477$9.32M0.2%+7.0%0.013%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS351,245$5.05M0.0%+3.9%0.007%
5/1/2026 Citizens Financial Group Inc. RI62,812$903K0.0%-10.0%0.001%


NU Institutional Ownership - Frequently Asked Questions

During the previous two years, 981 institutional investors and hedge funds held shares of NU. The most heavily invested institutionals were Baillie Gifford & Co. ($4.31B), Capital Research Global Investors ($2.75B), Morgan Stanley ($2.03B), State Street Corp ($1.53B), SC US Ttgp LTD. ($998.61M), WCM Investment Management LLC ($984.03M), and Coatue Management LLC ($765.86M).Learn more on NU's institutional investors.

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

Of the 894 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: Norges Bank ($134.52M), Baillie Gifford & Co. ($101.51M), State Street Corp ($43.03M), Arrowstreet Capital Limited Partnership ($40.74M), Assenagon Asset Management S.A. ($37.92M), Larch Capital Partners LLC ($36.19M), and Jennison Associates LLC ($35.81M).

Institutional investors have bought a total of 762,569,550 shares in the last 24 months. This purchase volume represents approximately $11.80B in transactions.

Of the 354 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: SC US Ttgp LTD. ($36.41M), Capital Research Global Investors ($30.78M), Jennison Associates LLC ($23.92M), Orbis Allan Gray Ltd ($23.37M), Arrowstreet Capital Limited Partnership ($17.73M), Technology Crossover Management X Ltd. ($13.21M), and Geode Capital Management LLC ($12.78M).

Institutional investors have sold a total of 404,387,942 shares in the last 24 months. This volume of shares sold represents approximately $6.19B in transactions.



This page (NYSE:NU) was last updated on 5/20/2026 by MarketBeat.com Staff.
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