Go Pro
→ 3 Ways AI Can Reshape Your Retirement For The Worse (From American Hartford Gold) (Ad)tc pixel Free NU Stock Alerts

NU (NU) Institutional Ownership

NU logo
$13.87 +0.03 (+0.25%)
As of 03:57 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
84.02%
Number of
Institutional Buyers
(last 12 months)
643
Total
Institutional Inflows
(last 12 months)
$11.20B
Number of
Institutional Sellers
(last 12 months)
321
Total
Institutional Outflows
(last 12 months)
$5.92B
Get NU Insider Trade Alerts

Want to know when executives and insiders are buying or selling NU stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

NU Institutional Buying and Selling by Quarter

NU Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/10/2026Flossbach 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%
6/18/2026Western Wealth Management LLC20,090$289K0.0%-23.1%0.000%
6/17/2026 AMS 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%
6/9/2026 Rathbones 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%
5/22/2026 Verus 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%
5/19/2026 Opal 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%
5/18/2026 EverSource 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%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
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%
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%
5/15/2026 Cumberland 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%
5/14/2026 GC 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%
5/14/2026 Compound Planning Inc.52,252$751K0.0%-22.3%0.001%
5/14/2026Modern Wealth Management LLC39,903$576K0.0%N/A0.001%
5/14/2026Arrowstreet Capital Limited Partnership14,802,391$212.71M0.1%-47.7%0.305%
5/14/2026Siren L.L.C.25,000$359K0.0%N/A0.001%
5/14/2026Cloverfields Capital Group LP284,043$4.08M1.3%-2.2%0.006%
5/14/2026Bank of Nova Scotia16,111,616$231.52M0.4%+855.9%0.332%
5/14/2026Gibbs Wealth Management19,325$278K0.0%-11.0%0.000%
5/14/2026Sei 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%
5/13/2026Cetera 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%
5/13/2026Militia Capital Management LLC160,000$2.30M0.5%N/A0.003%
5/13/2026NewEdge 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%
5/13/2026CI Investments Inc.4,366,670$62.75M0.3%+199.6%0.090%
5/13/2026First 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%
5/12/2026Investidor Profissional Gestao de Recursos Ltda.209,875$3.02M1.0%N/A0.004%
5/12/2026Fortis Capital Management LLC26,770$385K0.0%-5.9%0.001%
5/12/2026Barometer 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%
5/8/2026Andra AP fonden2,325,200$33.41M0.4%+57.7%0.048%
5/8/2026Madison 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%
5/8/2026Amova Asset Management Americas Inc.4,395,488$63.16M0.9%-1.2%0.091%
5/7/2026Kapitalo Investimentos Ltda696,041$10.00M1.9%N/A0.014%
5/7/2026 AlTi Global Inc.65,411$940K0.0%+2.0%0.001%
5/7/2026Earned Wealth Advisors LLC22,292$320K0.0%+15.7%0.000%
5/7/2026WCM Investment Management LLC72,837,195$984.03M2.2%-1.5%1.500%
3 Ways AI Can Reshape Your Retirement For The Worse (Ad)

AI-linked companies now make up an estimated 36% of major index holdings, leaving many 401k accounts overexposed to a single sector. AI-driven layoffs topped 54,000 job cuts in 2025, and data centers now use roughly 400 million gallons of water a day to power AI infrastructure.tc pixel

Download the free 2026 Wealth Preservation Guide today
5/7/2026 Investment Management Associates Inc. ADV1,073,617$15.43M3.7%+15.6%0.022%
5/7/2026Dimensional 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%
5/7/2026Swiss 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%
5/6/2026California Public Employees Retirement System6,009,638$86.36M0.1%+1.8%0.124%
5/6/2026Kera 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%


NU Institutional Ownership - Frequently Asked Questions

During the previous two years, 965 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 719,279,027 shares in the last 24 months. This purchase volume represents approximately $11.20B in transactions.

Of the 321 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), Assenagon Asset Management S.A. ($15.68M), and Technology Crossover Management X Ltd. ($13.21M).

Institutional investors have sold a total of 384,995,476 shares in the last 24 months. This volume of shares sold represents approximately $5.92B in transactions.


Related Companies

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 8/10/2026. New 13F filings are added each quarter as they're published.
From Our Partners
$8B is moving in... are you?
Venture capital investment in US crypto companies hit $7.9 billion last year, up 44 percent from the year befo...
Awesomely | Sponsoredtc pixel
Barricks gold output fell from 2 million ounces to 719000
Barrick's gold production has plunged from 2 million ounces to just 719,000, leaving the world's second-larges...
Golden Portfolio | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
China is not hedging. It's escaping.
China's US Treasury holdings have fallen from a peak of $1.32 trillion to roughly $659 billion, an 18-year low...
Behind the Markets | Sponsoredtc pixel
Free Stock Pick: The Company First in Line for America’s New Super Fuel
The U.S. Army and Department of Energy are launching Project Janus - a high-priority initiative ordered by Pre...
Banyan Hill Publishing | Sponsoredtc pixel
Elon's Terrifying Warning: America Is "1,000% Going Bankrupt"
The national debt just crossed $39 trillion, and Elon Musk - former head of the Department of Government Effic...
American Hartford Gold | Sponsoredtc pixel
The ultimate IPO unicorn
Anthropic is now worth more than a trillion dollars, making it the first private company to reach that milesto...
Weiss Ratings | Sponsoredtc pixel