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NU (NU) Institutional Ownership

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$16.12 +0.74 (+4.79%)
Closing price 10/9/2026 03:59 PM Eastern
Extended Trading
$16.07 -0.05 (-0.29%)
As of 10/9/2026 08:00 PM 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.
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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)
$9.21B
Number of
Institutional Sellers
(last 12 months)
298
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
10/10/2026Oak Grove Capital LLC19,500$247K0.0%-9.2%0.000%
10/9/2026GK Wealth Management LLC2,450$31K0.0%N/A0.000%
10/9/2026Systrade AG140,000$1.77M0.9%+1,300.0%0.003%
9/23/2026QRG Capital Management Inc.23,678$316K0.0%N/A0.000%
9/23/2026Envestnet Portfolio Solutions Inc.19,227$257K0.0%+25.3%0.000%
9/22/2026Andra AP fonden2,736,700$36.56M0.4%+17.7%0.056%
9/9/2026Sequoia Financial Advisors LLC201,341$2.69M0.0%+2.4%0.004%
9/9/2026IPG Investment Advisors LLC83,026$1.11M0.2%+12.0%0.002%
9/9/2026Arlington Capital Management Inc.15,292$204K0.1%-6.1%0.000%
9/9/2026National Pension Service1,225,677$16.38M0.0%+40.6%0.025%
9/9/2026C WorldWide Group Holding A S4,973,457$66.45M1.6%+1,188.4%0.102%
9/9/2026Integrated Wealth Concepts LLC32,065$428K0.0%-29.1%0.001%
9/9/2026NewEdge Advisors LLC41,035$548K0.0%+15.2%0.001%
9/9/2026IFP Advisors Inc42,950$574K0.0%-13.1%0.001%
9/9/2026Baird Financial Group Inc.19,893$266K0.0%+25.6%0.000%
9/8/2026Allworth Financial LP6,532$87K0.0%-29.6%0.000%
9/8/2026Waverly Advisors LLC12,933$173K0.0%+6.4%0.000%
8/27/2026Corient Private Wealth LP102,167$1.37M0.0%-33.3%0.002%
8/25/2026Groupe la Francaise872,703$11.67M0.1%+50.2%0.018%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al176,500$2.36M0.0%N/A0.004%
8/23/2026Greenland Capital Management LP67,000$895K0.1%-4.3%0.001%
8/23/2026Ameritas Advisory Services LLC35,242$471K0.0%+74.6%0.001%
8/23/2026Wedmont Private Capital50,766$699K0.0%-2.7%0.001%
8/23/2026HB Wealth Management LLC43,854$586K0.0%-9.3%0.001%
8/23/2026Angeles Wealth Management LLC47,126$630K0.0%N/A0.001%
8/22/2026AlphaGrep UK Ltd14,991$200K0.1%N/A0.000%
8/22/2026OceanIQ Capital LLC30,000$410K0.2%N/A0.001%
8/22/2026Odyssean LLC243,873$3.26M0.5%N/A0.005%
8/22/2026FirstWave Capital Management LLC518,327$6.93M3.1%+78.9%0.011%
8/22/2026TD Waterhouse Canada Inc.4,542$61K0.0%-97.5%0.000%
8/22/2026Concurrent Investment Advisors LLC46,245$618K0.0%-62.7%0.001%
8/21/2026AXQ Capital LP212,304$2.84M0.3%+175.7%0.004%
8/21/2026Mason & Associates Inc28,957$387K0.1%-5.9%0.001%
8/21/2026Pale Fire Capital SE735,954$9.83M0.3%N/A0.015%
8/21/2026Orion Capital Management LLC25,200$337K0.1%+10.0%0.001%
8/21/2026Triumph Capital Management63,279$845K0.1%-3.9%0.001%
8/20/2026Wedbush Securities Inc.15,488$207K0.0%-5.5%0.000%
8/19/2026Wellington Management Group LLP5,432,803$72.58M0.0%+27.6%0.112%
8/14/2026Ancora Advisors LLC5,712$76K0.0%N/A0.000%
8/14/2026Cullen Capital Management LLC162,115$2.17M0.0%N/A0.003%
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8/11/2026Madison Asset Management LLC280,542$3.75M0.0%N/A0.006%
8/10/2026Flossbach Von Storch SE400,000$5.34M0.0%N/A0.008%
7/10/2026Canvas Wealth Advisors LLC14,683$196K0.0%-14.8%0.000%
7/10/2026Arkfeld Wealth Strategies L.L.C.30,295$426K0.1%-4.7%0.001%
7/10/2026Wasatch Advisors LP9,273,997$123.90M0.8%-7.7%0.191%
7/10/2026Handelsbanken Fonder AB2,770,572$37.02M0.1%+5.6%0.057%
7/9/2026Revolve Wealth Partners LLC16,883$226K0.0%N/A0.000%
7/9/2026Finivi Inc.235,621$3.15M1.6%-13.4%0.005%
7/9/2026Legacy Wealth Asset Management LLC50,790$679K0.1%+1.9%0.001%
7/9/2026Breakwater Capital Group21,266$284K0.0%+6.4%0.000%
7/8/2026Assenagon Asset Management S.A.16,858,523$225.23M0.3%-48.2%0.347%
7/8/2026Sarasin & Partners LLP35,800$478K0.0%N/A0.001%
7/7/2026Systrade AG10,000$134K0.1%N/A0.000%
7/7/2026Harbor 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%
6/18/2026Western Wealth Management LLC20,090$289K0.0%-23.1%0.000%
6/17/2026AMS Capital Ltda2,672,149$38.40M14.9%+44.7%0.055%
6/16/2026Empowered Funds LLC414,075$5.95M0.0%+28.1%0.009%
6/15/2026Lombard Odier Asset Management Europe Ltd438,343$6.30M0.0%N/A0.009%
6/12/2026Militia Capital Management LLC160,000$2.30M0.5%N/A0.003%
6/9/2026Rathbones Group PLC186,619$2.68M0.0%-3.9%0.004%
6/3/2026NewEdge Advisors LLC35,625$512K0.0%-39.9%0.001%
5/26/2026Glenmede Trust Co. NA94,179$1.35M0.0%-1.8%0.002%
5/22/2026Verus Capital Partners LLC47,915$689K0.0%-36.3%0.001%
5/19/2026Western Wealth Management LLC20,090$289K0.0%-23.1%0.000%
5/19/2026NewEdge Advisors LLC34,539$496K0.0%-41.8%0.001%
5/19/2026Bank of America Corp DE45,966,932$660.55M0.0%+8.6%0.947%
5/19/2026Edgestream 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%
5/19/2026Opal Capital LLC269,271$3.87M0.7%N/A0.006%
5/18/2026Amundi13,212,335$189.86M0.1%-18.1%0.272%
5/18/2026Sylebra Capital LLC466,419$6.70M0.9%-58.0%0.010%
5/18/2026Adalta Capital Management LLC175,875$2.53M1.2%-3.9%0.004%
5/18/2026EverSource Wealth Advisors LLC6,468$93K0.0%+58.1%0.000%
5/18/2026Empire Financial Management Company LLC96,627$1.39M0.3%+6.1%0.002%
5/18/2026California State Teachers Retirement System1,807,993$25.98M0.0%+13.3%0.037%
5/18/2026Royal Bank of Canada1,117,404$16.06M0.0%-29.2%0.023%
5/18/2026Regal Partners Ltd16,390$236K0.0%-91.9%0.000%
5/18/2026EdgePoint Investment Group Inc.24,524$352K0.0%+44.2%0.001%
5/18/2026Empowered Funds LLC414,075$5.95M0.0%+28.1%0.009%
5/16/2026The Manufacturers Life Insurance Company904,485$13.00M0.0%+8.9%0.019%
5/16/2026Dynamo Internacional Gestao DE Recursos LTDA.5,517,125$79.28M27.2%+676.2%0.114%
5/16/2026Squadra Investments Gestao DE Recursos LTDA.22,312,501$320.63M35.9%+266.8%0.460%
5/16/2026Maverick Capital Ltd.22,444,311$322.53M3.7%+91.6%0.462%
5/16/2026Quantinno Capital Management LP3,479,675$50.00M0.1%-2.7%0.072%
5/16/2026Advent International L.P.7,292,793$104.80M2.5%-18.9%0.150%
5/16/2026Lazard Asset Management LLC2,748,533$39.50M0.1%+55.1%0.057%
5/16/2026ABS Direct Equity Fund LLC247,700$3.51M2.7%N/A0.005%
5/15/2026Absolute Gestao de Investimentos Ltda.961,608$13.82M1.6%+802.1%0.020%
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5/15/2026Lombard Odier Asset Management Switzerland SA16,202$233K0.0%N/A0.000%
5/15/2026Lombard Odier Asset Management Europe Ltd438,343$6.30M0.3%N/A0.009%
5/15/2026Wealth Alliance LLC31,722$456K0.0%+57.0%0.001%
5/15/2026Cumberland Partners Ltd190,000$2.73M0.2%-33.3%0.004%
5/15/2026Entropy Technologies LP364,456$5.24M0.2%+489.3%0.008%
5/14/2026Renaissance Technologies LLC16,269,800$233.80M0.4%-28.4%0.335%
5/14/2026GC Wealth Management RIA LLC94,913$1.36M0.1%-18.1%0.002%
5/14/2026Public Employees Retirement System of Ohio2,958,649$42.52M0.1%-24.0%0.061%
5/14/2026Compound Planning Inc.52,252$751K0.0%-22.3%0.001%
5/14/2026Modern Wealth Management LLC39,903$576K0.0%N/A0.001%


NU Institutional Ownership - Frequently Asked Questions

During the previous two years, 964 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 879 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 576,404,881 shares in the last 24 months. This purchase volume represents approximately $9.21B in transactions.

Of the 298 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 290,313,998 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 10/10/2026. New 13F filings are added each quarter as they're published.
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