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NU (NU) Institutional Ownership

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$14.03 +0.44 (+3.25%)
Closing price 07/20/2026 03:59 PM Eastern
Extended Trading
$14.04 +0.00 (+0.03%)
As of 09:27 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.
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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)
672
Total
Institutional Inflows
(last 12 months)
$11.79B
Number of
Institutional Sellers
(last 12 months)
349
Total
Institutional Outflows
(last 12 months)
$6.30B
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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
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%
6/17/2026AMS 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 Company 904,485$13.00M0.0%+8.9%0.019%
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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%
5/15/2026Cumberland 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%
5/14/2026 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%
5/14/2026Compound 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%
5/14/2026Lido Advisors LLC253,280$3.64M0.0%N/A0.005%
5/14/2026State of Wyoming62,980$905K0.1%+16.4%0.001%
5/13/2026Cetera Investment Advisers419,888$6.03M0.0%+7.1%0.009%
5/13/2026Coronation Fund Managers Ltd.17,973,549$258.28M11.8%+24.8%0.370%
5/13/2026Mizuho 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%
5/13/2026Alesco 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%
5/12/2026Millennium 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%
5/12/2026ABN Amro Investment Solutions121,101$1.74M0.0%N/A0.002%
5/8/2026PNC Financial Services Group Inc.187,655$2.70M0.0%+17.8%0.004%
5/8/2026Baader 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%
5/8/2026Titan 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%
5/7/2026AlTi 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%
5/7/2026Investment Management Associates Inc. ADV1,073,617$15.43M3.7%+15.6%0.022%
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5/7/2026Dimensional Fund Advisors LP298,789$4.29M0.0%+990.3%0.006%
5/7/2026KBC Group NV1,943,921$27.93M0.1%+86.6%0.040%
5/7/2026SEB 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%
5/7/2026SPX Gestao de Recursos Ltda2,569,755$36.93M3.1%N/A0.053%
5/6/2026Jennison 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%
5/6/2026Assetmark Inc.7,561$109K0.0%-11.9%0.000%
5/6/2026Barings LLC1,056,857$15.19M0.2%-33.3%0.022%


NU Institutional Ownership - Frequently Asked Questions

During the previous two years, 979 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 761,882,541 shares in the last 24 months. This purchase volume represents approximately $11.79B in transactions.

Of the 347 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 412,315,082 shares in the last 24 months. This volume of shares sold represents approximately $6.30B in transactions.


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This page (NYSE:NU) was last updated on 7/21/2026 by MarketBeat.com Staff.
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