NU (NU) Institutional Ownership

$12.41

+0.04 (+0.32%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 80.90%
Number of Institutional Buyers (last 12 months): 309
Total Institutional Inflows (last 12 months): $6.07B

Number of Institutional Sellers (last 12 months): 143
Total Institutional Outflows (last 12 months): $5.93B

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.

NU Institutional Buying and Selling by Quarter

Ad Crypto Swap Profits

625,000% Gain

Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetched, but results like this are within reach with the right knowledge and timing in the altcoin market. Plus, you’ll get $10 in real Bitcoin when you stay to the end of the call and take a short quiz.

>> Dive into the Workshop Here

NU Major Shareholders & Ownership History

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Cambridge Investment Research Advisors Inc.	351,523	$4.53M	0.0%	+9.7%	0.007%
7/26/2024	Atomi Financial Group Inc.	40,202	$518K	0.0%	-49.4%	0.001%
7/26/2024	ARK Investment Management LLC	2,354,350	$30.35M	0.3%	-45.7%	0.049%
7/26/2024	Solstein Capital LLC	30,400	$392K	0.2%	N/A	0.001%
7/26/2024	Allspring Global Investments Holdings LLC	14,536	$187K	0.0%	+64.4%	0.000%
7/26/2024	Liontrust Investment Partners LLP	85,000	$1.10M	0.0%	-7.6%	0.002%
Get the Latest News and Ratings for NU and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for NU and its competitors with MarketBeat's FREE daily newsletter.
7/26/2024	Verdence Capital Advisors LLC	35,561	$458K	0.0%	+16.1%	0.001%
7/26/2024	Bank of New York Mellon Corp	5,832,111	$75.18M	0.0%	+33.9%	0.122%
7/25/2024	Calamos Advisors LLC	204,290	$2.63M	0.0%	+41.2%	0.004%
7/25/2024	Baillie Gifford & Co.	185,963,035	$2.40B	1.9%	+9.7%	3.902%
7/24/2024	LRI Investments LLC	24,240	$312K	0.0%	+216.9%	0.001%
7/23/2024	Private Advisory Group LLC	64,243	$828K	0.1%	N/A	0.001%
7/23/2024	NewSquare Capital LLC	372,660	$4.80M	0.4%	N/A	0.008%
7/23/2024	Fortis Capital Management LLC	17,330	$223K	0.0%	+6.6%	0.000%
7/23/2024	Shelton Wealth Management LLC	87,674	$1.13M	0.6%	N/A	0.002%
7/22/2024	Investment House LLC	2,396,515	$30.89M	1.8%	+12.8%	0.050%
7/22/2024	Carnegie Investment Counsel	1,384,330	$17.84M	0.6%	-4.5%	0.029%
7/22/2024	Dakota Wealth Management	43,284	$558K	0.0%	-3.8%	0.001%
7/22/2024	Ninety One UK Ltd	410,096	$5.29M	0.0%	-11.3%	0.009%
7/19/2024	Vaughan Nelson Investment Management L.P.	413,165	$5.33M	0.0%	+499.9%	0.009%
7/19/2024	Raymond James & Associates	462,694	$5.96M	0.0%	+19.9%	0.010%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	7,525,553	$97.00M	0.1%	-25.9%	0.158%
7/18/2024	Blue Trust Inc.	30,639	$366K	0.0%	+207.7%	0.001%
7/18/2024	Coronation Fund Managers Ltd.	8,708,502	$112.25M	3.2%	+18.4%	0.183%
7/18/2024	LA Financiere DE L Echiquier	97,000	$1.25M	0.1%	N/A	0.002%
7/18/2024	Assenagon Asset Management S.A.	2,233,087	$28.78M	0.1%	-5.9%	0.047%
7/17/2024	Hamilton Lane Advisors LLC	435,495	$5.61M	4.5%	-13.0%	0.009%
7/17/2024	Cigna Investments Inc. New	27,625	$356K	0.1%	+35.2%	0.001%
7/17/2024	Baader Bank Aktiengesellschaft	360,318	$4.63M	0.3%	-30.8%	0.008%
7/17/2024	AdvisorNet Financial Inc	18,870	$243K	0.0%	+482.4%	0.000%
7/16/2024	Envestnet Portfolio Solutions Inc.	106,149	$1.37M	0.0%	-21.3%	0.002%
7/16/2024	ORG Partners LLC	4,366	$54K	0.0%	N/A	0.000%
7/16/2024	Wealth Enhancement Advisory Services LLC	325,230	$4.19M	0.0%	+41.5%	0.007%
7/16/2024	Wedmont Private Capital	22,824	$306K	0.0%	+15.5%	0.000%
7/15/2024	Granite Bay Wealth Management LLC	52,533	$677K	0.0%	N/A	0.001%
7/15/2024	Dnca Finance	89,000	$1.15M	0.1%	N/A	0.002%
7/15/2024	Artemis Investment Management LLP	440,288	$5.68M	0.1%	+35.2%	0.009%
7/12/2024	Diversify Advisory Services LLC	65,104	$856K	0.0%	N/A	0.001%
7/12/2024	SG Americas Securities LLC	58,371	$752K	0.0%	-61.1%	0.001%
7/12/2024	Opal Wealth Advisors LLC	6,842	$88K	0.0%	N/A	0.000%
625,000% Gain (Ad) Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetched, but results like this are within reach with the right knowledge and timing in the altcoin market. Plus, you’ll get $10 in real Bitcoin when you stay to the end of the call and take a short quiz. >> Dive into the Workshop Here
7/12/2024	Genesis Investment Management LLP	4,443,477	$57.28M	11.3%	-33.7%	0.093%
7/12/2024	Truxt Investmentos Ltda.	4,077,460	$52.56M	33.3%	-26.3%	0.086%
7/11/2024	Renaissance Capital LLC	1,482,052	$19.10M	10.7%	-3.7%	0.031%
7/11/2024	Salem Investment Counselors Inc.	2,330,926	$30.05M	1.0%	+1.2%	0.049%
7/11/2024	Warther Private Wealth LLC	843,394	$10.87M	4.3%	+47.4%	0.018%
7/10/2024	Simplicity Wealth LLC	11,369	$147K	0.0%	-10.6%	0.000%
7/10/2024	Northside Capital Management LLC	691,586	$8.92M	1.5%	-2.1%	0.015%
7/10/2024	CWM LLC	47,864	$617K	0.0%	+9.4%	0.001%
7/9/2024	Kingswood Wealth Advisors LLC	55,850	$720K	0.1%	N/A	0.001%
7/5/2024	DNB Asset Management AS	1,055,783	$13.61M	0.1%	-1.2%	0.022%
7/2/2024	First Hawaiian Bank	66,068	$852K	0.0%	N/A	0.001%
7/2/2024	GAMMA Investing LLC	2,264	$29K	0.0%	+56.2%	0.000%
7/2/2024	Transcend Capital Advisors LLC	19,095	$246K	0.0%	+79.7%	0.000%
6/14/2024	SRN Advisors LLC	107,653	$1.28M	1.0%	-33.0%	0.002%
6/10/2024	Schwab Charitable Fund	30,231	$361K	0.0%	N/A	0.001%
6/4/2024	DekaBank Deutsche Girozentrale	79,585	$964K	0.0%	-46.8%	0.002%
5/24/2024	Cetera Advisors LLC	64,769	$773K	0.0%	N/A	0.001%
5/21/2024	Atria Investments Inc	117,761	$1.41M	0.0%	N/A	0.003%
5/21/2024	LRI Investments LLC	7,649	$91K	0.0%	N/A	0.000%
5/20/2024	Milestones Administradora de Recursos Ltda.	1,278,500	$15.25M	8.2%	+41.5%	0.027%
5/17/2024	First Western Trust Bank	17,589	$210K	0.0%	+60.0%	0.000%
5/17/2024	Adalta Capital Management LLC	66,225	$790K	0.4%	+5.0%	0.001%
5/17/2024	Tidal Investments LLC	1,886,567	$22.51M	0.4%	-36.1%	0.040%
5/16/2024	California State Teachers Retirement System	237,232	$2.83M	0.0%	-38.9%	0.005%
5/16/2024	Sylebra Capital LLC	5,054,959	$60.31M	2.0%	+7.3%	0.108%
5/16/2024	Jacobs Levy Equity Management Inc.	1,442,097	$17.20M	0.1%	N/A	0.031%
5/16/2024	Janus Henderson Group PLC	444,006	$5.29M	0.0%	-37.8%	0.009%
5/16/2024	Joho Capital LLC	2,131,000	$25.42M	3.5%	+85.3%	0.045%
5/16/2024	Kontiki Capital Management HK Ltd.	20,401,725	$243.39M	26.8%	-42.8%	0.435%
5/16/2024	BTG Pactual Global Asset Management Ltd	782,256	$9.33M	1.6%	-11.3%	0.017%
5/16/2024	Ashford Capital Management Inc.	357,000	$4.26M	0.6%	+51.7%	0.008%
5/15/2024	Whale Rock Capital Management LLC	25,004,827	$298.31M	4.4%	+0.8%	0.533%
5/15/2024	SVB Wealth LLC	221,302	$2.64M	0.1%	+22.1%	0.005%
5/15/2024	Mount Yale Investment Advisors LLC	200,388	$2.39M	0.2%	N/A	0.004%
5/15/2024	Morse Asset Management Inc	12,000	$143K	0.0%	N/A	0.000%
5/15/2024	Bamco Inc. NY	7,494,909	$89.41M	0.2%	+2.5%	0.160%
5/15/2024	Price T Rowe Associates Inc. MD	36,710,127	$437.95M	0.1%	-11.0%	0.782%
5/15/2024	Alpine Global Management LLC	37,682	$450K	0.1%	N/A	0.001%
5/15/2024	Lazard Asset Management LLC	2,065,108	$24.64M	0.0%	+845.1%	0.044%
5/15/2024	University of Wisconsin Foundation	1,431,951	$17.08M	19.3%	-25.0%	0.031%
5/15/2024	LRI Investments LLC	24,240	$276K	0.0%	N/A	0.001%
5/15/2024	1832 Asset Management L.P.	8,028,600	$95.78M	0.1%	+216.4%	0.171%
5/15/2024	Cloverfields Capital Group LP	237,061	$2.83M	1.0%	+1.2%	0.005%
5/14/2024	Canada Pension Plan Investment Board	7,203,390	$85.94M	0.1%	-3.5%	0.153%
5/14/2024	JT Stratford LLC	164,375	$1.96M	0.4%	+115.4%	0.004%
5/14/2024	Capital World Investors	10,024,344	$119.59M	0.0%	-0.3%	0.214%
5/14/2024	Capital Research Global Investors	202,618,338	$2.42B	0.5%	+15.7%	4.316%
5/14/2024	Capital International Investors	24,139,751	$287.99M	0.1%	+0.1%	0.514%
5/14/2024	Redpoint Management LLC	21,195,636	$252.86M	34.5%	-50.0%	0.451%
5/14/2024	Advisors Asset Management Inc.	30,314	$362K	0.0%	+34.2%	0.001%
625,000% Gain (Ad) Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetched, but results like this are within reach with the right knowledge and timing in the altcoin market. Plus, you’ll get $10 in real Bitcoin when you stay to the end of the call and take a short quiz. >> Dive into the Workshop Here
5/14/2024	EntryPoint Capital LLC	4,916	$59K	0.1%	-65.1%	0.000%
5/14/2024	Titan Global Capital Management USA LLC	127,075	$1.52M	0.2%	N/A	0.003%
5/14/2024	Natixis	45,412	$542K	0.0%	N/A	0.001%
5/14/2024	Pitcairn Co.	155,812	$1.86M	0.1%	+107.5%	0.003%
5/14/2024	Technology Crossover Management X Ltd.	69,726,810	$831.84M	87.2%	-20.0%	1.485%
5/14/2024	Lake Street Advisors Group LLC	876,136	$10.45M	0.5%	-11.1%	0.019%
5/13/2024	Bessemer Group Inc.	177,358	$2.12M	0.0%	-94.4%	0.004%
5/13/2024	Thornburg Investment Management Inc.	2,142,916	$25.57M	0.4%	+290.9%	0.046%
5/13/2024	Atlanta Consulting Group Advisors LLC	16,740	$200K	0.1%	N/A	0.000%
5/13/2024	Delta Asset Management LLC TN	22,000	$262K	0.0%	-6.0%	0.000%

(Data available from 1/1/2016 forward)

NU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NU shares?: During the previous two years, 451 institutional investors and hedge funds held shares of NU. The most heavily invested institutionals were Capital Research Global Investors ($2.42B), Baillie Gifford & Co. ($2.40B), SC US Ttgp LTD. ($1.83B), WCM Investment Management LLC ($1.19B), Jennison Associates LLC ($1.04B), Technology Crossover Management X Ltd. ($831.84M), and Galileo PTC Ltd ($789.54M).Learn more on NU's institutional investors.
What percentage of NU stock is owned by institutional investors?: 80.90% 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 411 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. ($168.61M), Jennison Associates LLC ($144.12M), WCM Investment Management LLC ($99.97M), Capital Research Global Investors ($74.16M), Sands Capital Management LLC ($72.51M), Artisan Partners Limited Partnership ($55.85M), and JPMorgan Chase & Co. ($51.37M).

How much institutional buying is happening at NU?: Institutional investors have bought a total of 1,139,051,689 shares in the last 24 months. This purchase volume represents approximately $8.17B in transactions.
Which NU major shareholders have been selling company stock?: Of the 168 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), Tiger Global Management LLC ($156.69M), Galileo PTC Ltd ($144.43M), Jennison Associates LLC ($80.01M), Technology Crossover Management X Ltd. ($46.48M), Kontiki Capital Management HK Ltd. ($29.33M), and Artisan Partners Limited Partnership ($27.83M).
How much institutional selling is happening at NU?: Institutional investors have sold a total of 1,045,857,044 shares in the last 24 months. This volume of shares sold represents approximately $7.38B in transactions.