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NU (NU) Institutional Ownership

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$11.02 +0.22 (+2.01%)
As of 01:27 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)
479
Total
Institutional Inflows
(last 12 months)
$7.94B
Number of
Institutional Sellers
(last 12 months)
289
Total
Institutional Outflows
(last 12 months)
$5.20B
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NU Institutional Buying and Selling by Quarter

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NU Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025Vaughan Nelson Investment Management L.P.26,520$272K0.0%-90.8%0.001%
4/16/2025Opal Wealth Advisors LLC5,749$59K0.0%N/A0.000%
4/16/2025Wealth Enhancement Advisory Services LLC282,317$2.89M0.0%+6.6%0.006%
4/16/2025Elevation Point Wealth Partners LLC92,289$945K0.1%-12.4%0.002%
4/16/2025Salem Investment Counselors Inc.2,281,213$23.36M0.8%+5.3%0.048%
4/15/2025 Focus Financial Network Inc.15,438$158K0.0%N/A0.000%
4/15/2025 Assenagon Asset Management S.A.8,711,779$89.21M0.1%-45.6%0.183%
4/15/2025 Handelsbanken Fonder AB1,387,160$14.21M0.1%+16.7%0.029%
4/15/2025 SG Americas Securities LLC83,401$854K0.0%+212.1%0.002%
4/15/2025 GAMMA Investing LLC7,050$72K0.0%+111.9%0.000%
4/14/2025 Yousif Capital Management LLC92,920$952K0.0%+1.5%0.002%
4/14/2025 Farther Finance Advisors LLC4,250$44K0.0%+128.7%0.000%
4/14/2025 CHICAGO TRUST Co NA21,685$222K0.0%+115.7%0.000%
4/14/2025 Portside Wealth Group LLC17,625$180K0.0%+50.8%0.000%
4/14/2025 Park Avenue Securities LLC28,813$295K0.0%-9.1%0.001%
4/14/2025 UMB Bank n.a.9,251$95K0.0%-11.4%0.000%
4/14/2025 Wedmont Private Capital29,781$314K0.0%+38.7%0.001%
4/14/2025 Sivia Capital Partners LLC13,343$137K0.1%N/A0.000%
4/11/2025 Udine Wealth Management Inc.206,932$2.12M1.4%N/A0.004%
4/11/2025 Eagle Rock Investment Company LLC10,144$104K0.0%N/A0.000%
4/11/2025 Arkfeld Wealth Strategies L.L.C.45,840$501K0.2%-12.3%0.001%
4/11/2025 Intellectus Partners LLC56,190$575K0.1%N/A0.001%
4/10/2025 Breakwater Capital Group18,074$185K0.0%N/A0.000%
4/10/2025 Salvus Wealth Management LLC69,500$712K0.4%+3.7%0.001%
4/10/2025 AMS Capital Ltda2,088,292$21.38M8.8%+42.7%0.044%
4/10/2025 Portside Wealth Group LLC11,689$121K0.0%N/A0.000%
4/10/2025 Northside Capital Management LLC644,602$6.60M1.1%-6.8%0.014%
4/10/2025 Hamilton Lane Advisors LLC4,139,213$42.39M36.5%N/A0.087%
4/10/2025 Whipplewood Advisors LLC3,517$36K0.0%-41.3%0.000%
4/9/2025 Merit Financial Group LLC17,590$180K0.0%+14.9%0.000%
4/9/2025 NBC Securities Inc.2,861$29K0.0%+286,000.0%0.000%
4/8/2025 Rhumbline Advisers4,070,725$41.68M0.0%-0.3%0.085%
4/8/2025 Rothschild Investment LLC16,625$170K0.0%+46.5%0.000%
4/8/2025 Parallel Advisors LLC13,701$140K0.0%+12.9%0.000%
4/7/2025 GAMMA Investing LLC72,192$7.05M0.0%+2,069.9%0.002%
4/7/2025 AdvisorNet Financial Inc49,092$503K0.0%+15.2%0.001%
4/3/2025 First Hawaiian Bank73,463$752K0.0%-28.5%0.002%
4/2/2025 Kera Capital Partners Inc.496,636$5.09M1.5%N/A0.010%
4/1/2025 Penbrook Management LLC51,190$524K0.4%+3.0%0.001%
4/1/2025 MassMutual Private Wealth & Trust FSB3,815$39K0.0%+51.4%0.000%
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3/24/2025Wellington Management Group LLP2,658,621$27.54M0.0%+142.2%0.056%
3/18/2025California State Teachers Retirement System1,365,257$14.14M0.0%+484.3%0.029%
3/17/2025Wealth Enhancement Advisory Services LLC264,785$2.74M0.0%+288.8%0.006%
3/14/2025Lansforsakringar Fondforvaltning AB publ 540,291$5.60M0.1%N/A0.011%
3/3/2025Sylebra Capital LLC2,354,183$24.39M0.9%-33.9%0.049%
2/27/2025Jefferies Financial Group Inc.129,103$1.34M0.0%N/A0.003%
2/22/2025American Trust13,610$141K0.0%-19.6%0.000%
2/19/2025Cache Advisors LLC441,918$4.58M1.7%N/A0.009%
2/19/2025Public Employees Retirement System of Ohio4,676,712$48.45M0.2%-7.5%0.098%
2/18/2025Sylebra Capital LLC2,354,183$24.39M0.7%-33.9%0.049%
2/18/2025JT Stratford LLC177,546$1.84M0.3%+1.2%0.004%
2/18/2025Orion Capital Management LLC4,800$50K0.0%N/A0.000%
2/18/2025Adalta Capital Management LLC106,500$1.10M0.6%+27.5%0.002%
2/18/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp1,150,200$11.92M0.1%-0.8%0.024%
2/18/2025Focus Partners Advisor Solutions LLC15,136$157K0.0%N/A0.000%
2/18/2025Kolinsky Wealth Management LLC15,961$165K0.1%-24.3%0.000%
2/18/2025PharVision Advisers LLC38,517$399K0.3%N/A0.001%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC19,232,309$199.25M0.0%+35.9%0.404%
2/17/2025USS Investment Management Ltd2,942,311$30.50M0.2%-3.6%0.062%
2/17/2025Ulysses Management LLC35,000$363K0.1%N/A0.001%
2/17/2025Whale Rock Capital Management LLC22,084,794$228.80M2.7%-1.9%0.463%
2/17/2025Whitford Management LLC13,680$142K0.0%N/A0.000%
2/17/2025Vident Advisory LLC72,955$756K0.0%+262.0%0.002%
2/17/2025Wexford Capital LP12,626$131K0.0%N/A0.000%
2/17/2025Two Sigma Advisers LP1,130,600$11.71M0.0%-90.6%0.024%
2/17/2025Two Sigma Investments LP3,646,131$37.77M0.1%-58.6%0.077%
2/17/2025Teza Capital Management LLC61,388$636K0.1%N/A0.001%
2/17/2025Tidal Investments LLC2,291,453$23.74M0.2%-0.9%0.048%
2/17/2025Trustees of Columbia University in the City of New York108,588$1.13M0.2%N/A0.002%
2/17/2025State of Wyoming36,346$377K0.0%+6.2%0.001%
2/17/2025SurgoCap Partners LP7,151,552$74.09M3.8%+2.1%0.150%
2/17/2025Thornburg Investment Management Inc.1,499,130$15.53M0.2%-28.8%0.031%
2/17/2025Sharp Capital Gestora de Recursos Ltda.1,607,966$16.66M41.1%-40.0%0.034%
2/17/2025Snowden Capital Advisors LLC89,356$926K0.0%-13.9%0.002%
2/17/2025Shell Asset Management Co.57,628$597K0.0%N/A0.001%
2/17/2025Softbank Group CORP.21,009,299$217.66M0.9%-10.0%0.441%
2/17/2025Sora Investors LLC428,570$4.44M0.5%N/A0.009%
2/17/2025Rafferty Asset Management LLC16,689$173K0.0%N/A0.000%
2/17/2025Redwood Investments LLC286,716$2.97M0.8%-51.5%0.006%
2/17/2025Ribbit Management Company LLC25,243,753$261.53M29.6%+22.1%0.530%
2/17/2025Polar Capital Holdings Plc5,370,410$55.64M0.3%+40.8%0.113%
2/17/2025Quantinno Capital Management LP35,641$369K0.0%-44.4%0.001%
2/17/2025Malaga Cove Capital LLC71,847$744K0.3%+213.1%0.002%
2/17/2025Man Group plc288,975$2.99M0.0%-53.6%0.006%
2/17/2025Nissay Asset Management Corp Japan ADV248,669$2.57M0.0%+12.4%0.005%
2/17/2025Nomura Holdings Inc.31,819$330K0.0%-17.1%0.001%
2/17/2025Numerai GP LLC13,121$136K0.0%N/A0.000%
2/17/2025Nuveen Asset Management LLC24,378,076$252.56M0.1%+6.2%0.512%
2/17/2025Old Well Partners LLC252,600$2.62M5.0%+45.8%0.005%
2/17/2025Morse Asset Management Inc49,136$509K0.1%-16.4%0.001%
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2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.118,897$1.23M0.0%-18.1%0.002%
2/17/2025Mmbg Investment Advisors CO.40,515$420K0.0%N/A0.001%
2/17/2025Moore Capital Management LP186,000$1.93M0.0%N/A0.004%
2/17/2025Lazard Asset Management LLC4,190,218$43.41M0.1%+0.6%0.088%
2/17/2025LRI Investments LLC16,200$168K0.0%-35.2%0.000%
2/17/2025LRT Capital Management LLC25,300$262K0.2%N/A0.001%
2/17/2025Laird Norton Wetherby Wealth Management LLC211,044$2.19M0.1%-10.7%0.004%
2/17/2025J. Goldman & Co LP28,004$290K0.0%N/A0.001%
2/17/2025Jacobs Levy Equity Management Inc.10,587,873$109.69M0.4%+13.4%0.222%
2/17/2025Janus Henderson Group PLC93,428$968K0.0%-2.6%0.002%
(Data available from 1/1/2016 forward)

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NU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NU shares?

During the previous two years, 702 institutional investors and hedge funds held shares of NU. The most heavily invested institutionals were Capital Research Global Investors ($2.47B), Baillie Gifford & Co. ($2.33B), SC US Ttgp LTD. ($1.83B), State Street Corp ($1.08B), WCM Investment Management LLC ($832.31M), Galileo PTC Ltd ($789.54M), and Sands Capital Management LLC ($709.89M).Learn more on NU's institutional investors.

What percentage of NU stock is owned by institutional investors?

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

Which institutional investors have been buying NU stock?

Of the 613 institutional investors that purchased NU stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Baillie Gifford & Co. ($121.03M), WCM Investment Management LLC ($99.97M), Jennison Associates LLC ($79.30M), Capital Research Global Investors ($74.16M), Norges Bank ($68.37M), Sands Capital Management LLC ($43.49M), and State Street Corp ($40.56M).

How much institutional buying is happening at NU?

Institutional investors have bought a total of 1,119,225,809 shares in the last 24 months. This purchase volume represents approximately $11.36B in transactions.

Which NU major shareholders have been selling company stock?

Of the 348 institutional investors that sold NU stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: SC US Ttgp LTD. ($324.25M), Galileo PTC Ltd ($144.43M), Jennison Associates LLC ($123.97M), Berkshire Hathaway Inc ($66.94M), Technology Crossover Management X Ltd. ($60.43M), Redpoint Management LLC ($31.79M), and Kontiki Capital Management HK Ltd. ($29.33M).

How much institutional selling is happening at NU?

Institutional investors have sold a total of 1,172,032,781 shares in the last 24 months. This volume of shares sold represents approximately $10.41B in transactions.


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This page (NYSE:NU) was last updated on 4/17/2025 by MarketBeat.com Staff
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