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NU (NU) Institutional Ownership

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$14.31 -0.57 (-3.83%)
As of 08/28/2026 03:58 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)
591
Total
Institutional Inflows
(last 12 months)
$9.32B
Number of
Institutional Sellers
(last 12 months)
300
Total
Institutional Outflows
(last 12 months)
$4.62B
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NU Institutional Buying and Selling by Quarter

NU Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026 Corient Private Wealth LP102,167$1.37M0.0%-33.3%0.002%
8/25/2026 Groupe la Francaise872,703$11.67M0.1%+50.2%0.018%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al176,500$2.36M0.0%N/A0.004%
8/23/2026 Greenland Capital Management LP67,000$895K0.1%-4.3%0.001%
8/23/2026 Ameritas Advisory Services LLC35,242$471K0.0%+74.6%0.001%
8/23/2026 Wedmont Private Capital50,766$699K0.0%-2.7%0.001%
8/23/2026 HB Wealth Management LLC43,854$586K0.0%-9.3%0.001%
8/23/2026 Angeles Wealth Management LLC47,126$630K0.0%N/A0.001%
8/22/2026 AlphaGrep UK Ltd14,991$200K0.1%N/A0.000%
8/22/2026 OceanIQ Capital LLC30,000$410K0.2%N/A0.001%
8/22/2026 Odyssean LLC243,873$3.26M0.5%N/A0.005%
8/22/2026 FirstWave Capital Management LLC518,327$6.93M3.1%+78.9%0.011%
8/22/2026 TD Waterhouse Canada Inc.4,542$61K0.0%-97.5%0.000%
8/22/2026 Concurrent Investment Advisors LLC46,245$618K0.0%-62.7%0.001%
8/21/2026 AXQ Capital LP212,304$2.84M0.3%+175.7%0.004%
8/21/2026 Mason & Associates Inc28,957$387K0.1%-5.9%0.001%
8/21/2026 Pale Fire Capital SE735,954$9.83M0.3%N/A0.015%
8/21/2026 Orion Capital Management LLC25,200$337K0.1%+10.0%0.001%
8/21/2026 Triumph Capital Management63,279$845K0.1%-3.9%0.001%
8/20/2026 Wedbush Securities Inc.15,488$207K0.0%-5.5%0.000%
8/19/2026 Wellington Management Group LLP5,432,803$72.58M0.0%+27.6%0.112%
8/14/2026 Ancora Advisors LLC5,712$76K0.0%N/A0.000%
8/14/2026 Cullen Capital Management LLC162,115$2.17M0.0%N/A0.003%
8/11/2026 Madison Asset Management LLC280,542$3.75M0.0%N/A0.006%
8/10/2026 Flossbach Von Storch SE400,000$5.34M0.0%N/A0.008%
7/10/2026 Canvas Wealth Advisors LLC14,683$196K0.0%-14.8%0.000%
7/10/2026 Arkfeld Wealth Strategies L.L.C.30,295$426K0.1%-4.7%0.001%
7/10/2026 Wasatch Advisors LP9,273,997$123.90M0.8%-7.7%0.191%
7/10/2026 Handelsbanken Fonder AB2,770,572$37.02M0.1%+5.6%0.057%
7/9/2026 Revolve Wealth Partners LLC16,883$226K0.0%N/A0.000%
7/9/2026 Finivi Inc.235,621$3.15M1.6%-13.4%0.005%
7/9/2026 Legacy Wealth Asset Management LLC50,790$679K0.1%+1.9%0.001%
7/9/2026 Breakwater Capital Group21,266$284K0.0%+6.4%0.000%
7/8/2026 Assenagon Asset Management S.A.16,858,523$225.23M0.3%-48.2%0.347%
7/8/2026 Sarasin & Partners LLP35,800$478K0.0%N/A0.001%
7/7/2026 Systrade AG10,000$134K0.1%N/A0.000%
7/7/2026 Harbor Investment Advisory LLC3,010$40K0.0%+68.2%0.000%
7/2/2026 Versant Capital Management Inc8,835$118K0.0%+33.7%0.000%
7/1/2026 Confluence Investment Management LLC21,385$286K0.0%N/A0.000%
6/18/2026 Western Wealth Management LLC20,090$289K0.0%-23.1%0.000%
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6/17/2026 AMS Capital Ltda2,672,149$38.40M14.9%+44.7%0.055%
6/16/2026 Empowered Funds LLC414,075$5.95M0.0%+28.1%0.009%
6/15/2026 Lombard Odier Asset Management Europe Ltd438,343$6.30M0.0%N/A0.009%
6/12/2026 Militia Capital Management LLC160,000$2.30M0.5%N/A0.003%
6/9/2026 Rathbones Group PLC186,619$2.68M0.0%-3.9%0.004%
6/3/2026 NewEdge Advisors LLC35,625$512K0.0%-39.9%0.001%
5/26/2026 Glenmede Trust Co. NA94,179$1.35M0.0%-1.8%0.002%
5/22/2026 Verus Capital Partners LLC47,915$689K0.0%-36.3%0.001%
5/19/2026 Western 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%
5/19/2026Janus 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 Company904,485$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%
5/14/2026Gibbs Wealth Management19,325$278K0.0%-11.0%0.000%
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%
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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%


NU Institutional Ownership - Frequently Asked Questions

During the previous two years, 966 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 882 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. ($84.99M), 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 582,392,951 shares in the last 24 months. This purchase volume represents approximately $9.32B in transactions.

Of the 300 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: Capital Research Global Investors ($30.78M), Jennison Associates LLC ($23.92M), Orbis Allan Gray Ltd ($23.37M), Assenagon Asset Management S.A. ($15.68M), Arrowstreet Capital Limited Partnership ($13.51M), Technology Crossover Management X Ltd. ($13.21M), and Sands Capital Management LLC ($10.08M).

Institutional investors have sold a total of 290,605,600 shares in the last 24 months. This volume of shares sold represents approximately $4.62B in transactions.


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Institutional ownership data for NYSE:NU is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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