Nu Ownership 2024 | Who Owns Nu Now?
Institutional Ownership
58.50%
Insider Ownership
10.44%
Retail Ownership
31.06%
Institutional Holders
626.00
Nu Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
SC US (TTGP), LTD. | 5.26% | 26.13% | 251,304,177 | -640,449 | -0.25% | 3,239,310,842 | Jun 30, 2024 |
CAPITAL RESEARCH GLOBAL INVESTORS | 4.56% | 0.62% | 217,498,585 | 14,880,247 | 7.34% | 2,803,569,881 | Jun 30, 2024 |
BAILLIE GIFFORD & CO | 3.90% | 1.87% | 185,963,035 | 16,512,911 | 9.74% | 2,397,063,521 | Jun 30, 2024 |
BERKSHIRE HATHAWAY INC | 2.24% | 0.49% | 107,118,784 | - | - | 1,380,761,126 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 2.20% | 0.11% | 105,011,557 | 9,249,441 | 9.66% | 1,353,598,979 | Jun 30, 2024 |
WCM INVESTMENT MANAGEMENT, LLC | 2.11% | 3.07% | 100,502,324 | 536,697 | 0.54% | 1,298,490,026 | Jun 30, 2024 |
BLACKROCK INC. | 1.93% | 0.03% | 92,160,022 | 22,761,849 | 32.80% | 1,187,942,686 | Jun 30, 2024 |
JENNISON ASSOCIATES LLC | 1.89% | 0.75% | 90,319,420 | 3,163,534 | 3.63% | 1,164,217,324 | Jun 30, 2024 |
SANDS CAPITAL MANAGEMENT, LLC | 1.66% | 3.01% | 79,341,079 | -9,223,965 | -10.41% | 1,022,706,508 | Jun 30, 2024 |
TECHNOLOGY CROSSOVER MANAGEMENT X, LTD. | 1.46% | 88.68% | 69,726,810 | - | - | 898,778,581 | Jun 30, 2024 |
MORGAN STANLEY | 1.26% | 0.06% | 60,268,730 | -4,623,636 | -7.13% | 776,863,950 | Jun 30, 2024 |
COATUE MANAGEMENT LLC | 1.24% | 2.97% | 59,142,605 | -3,670,362 | -5.84% | 762,348,179 | Jun 30, 2024 |
FMR LLC | 1.11% | 0.04% | 53,073,058 | -142,723 | -0.27% | 684,111,719 | Jun 30, 2024 |
ARTISAN PARTNERS LIMITED PARTNERSHIP | 1.08% | 1.00% | 51,622,848 | -1,800,851 | -3.37% | 665,418,511 | Jun 30, 2024 |
FIL LTD | 0.83% | 0.50% | 39,411,567 | 2,220,287 | 5.97% | 508,015,099 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.82% | 0.23% | 39,192,266 | 30,863,180 | 370.55% | 505,188,309 | Jun 30, 2024 |
STATE STREET CORP | 0.80% | 0.02% | 38,304,152 | 8,857,847 | 30.08% | 493,740,519,000 | Jun 30, 2024 |
SCGE MANAGEMENT, L.P. | 0.77% | 9.25% | 36,709,000 | 3,209,000 | 9.58% | 473,179,010 | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | 0.76% | 0.06% | 36,277,568 | -432,559 | -1.18% | 467,619,000 | Jun 30, 2024 |
NORGES BANK | 0.74% | 0.07% | 35,517,770 | 35,517,770 | 100.00% | 457,824,055 | Jun 30, 2024 |
Nu's largest institutional shareholder is SC US (TTGP), LTD., holding 5.26% of the company's total share outstanding, currently valued at $3.24B. The top 10 institutional shareholders own together 27.21% of the company.
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
TECHNOLOGY CROSSOVER MANAGEMENT X, LTD. | 1.46% | 88.68% | 69,726,810 | - | - | 898,778,581 | Jun 30, 2024 |
WASHINGTON UNIVERSITY | 0.30% | 84.53% | 14,408,196 | - | - | 185,721,646 | Jun 30, 2024 |
DYNAMO ADMINISTRACAO DE RECURSOS LTDA. | 0.02% | 80.49% | 1,014,242 | -3,174,098 | -75.78% | 13,073,579 | Jun 30, 2024 |
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | 0.54% | 56.89% | 25,884,247 | -2,312,690 | -8.20% | 333,647,944 | Jun 30, 2024 |
SHARP CAPITAL GESTORA DE RECURSOS LTDA. | 0.14% | 44.88% | 6,595,668 | -4,823,631 | -42.24% | 85,018,161 | Jun 30, 2024 |
REDPOINT MANAGEMENT, LLC | 0.44% | 43.39% | 21,195,636 | - | - | 273,211,748 | Jun 30, 2024 |
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | 0.42% | 36.04% | 19,948,866 | -7,485,976 | -27.29% | 257,140,883 | Jun 30, 2024 |
TRUXT INVESTMENTOS LTDA. | 0.09% | 33.24% | 4,077,460 | -1,473,375 | -26.54% | 52,558,459 | Jun 30, 2024 |
SANDS CAPITAL VENTURES, LLC | 0.15% | 31.64% | 7,328,294 | -1,827,367 | -19.96% | 94,461,710 | Jun 30, 2024 |
ABSOLUTO PARTNERS GESTAO DE RECURSOS LTDA | 0.08% | 27.89% | 3,739,606 | -2,806,040 | -42.87% | 45,361,421 | Jun 30, 2024 |
CONSTELLATION INVESTIMENTOS E PARTICIPACOES LTDA | 0.09% | 27.26% | 4,246,495 | -1,290,218 | -23.30% | 54,737,321 | Jun 30, 2024 |
SC US (TTGP), LTD. | 5.26% | 26.13% | 251,304,177 | -640,449 | -0.25% | 3,239,310,842 | Jun 30, 2024 |
KONTIKI CAPITAL MANAGEMENT (HK) LTD. | 0.41% | 25.22% | 19,700,925 | -700,800 | -3.44% | 253,944,923 | Jun 30, 2024 |
FLIGHT DECK CAPITAL, LP | 0.03% | 20.82% | 1,221,233 | - | - | 15,741,693 | Jun 30, 2024 |
UNIVERSITY OF WISCONSIN FOUNDATION | 0.03% | 20.78% | 1,431,951 | - | - | 18,457,848 | Jun 30, 2024 |
JGP GLOBAL GESTAO DE RECURSOS LTDA. | 0.03% | 20.11% | 1,229,300 | -230,700 | -15.80% | 15,845,677 | Jun 30, 2024 |
RIBBIT MANAGEMENT COMPANY, LLC | 0.43% | 18.55% | 20,668,753 | - | - | 266,420,227 | Jun 30, 2024 |
A16Z PERENNIAL MANAGEMENT, L.P. | 0.32% | 18.08% | 15,378,500 | 15,378,500 | 100.00% | 198,228,865 | Jun 30, 2024 |
KORA MANAGEMENT LP | 0.18% | 15.51% | 8,752,000 | -575,000 | -6.16% | 112,813,280 | Jun 30, 2024 |
OCTAHEDRON CAPITAL MANAGEMENT L.P. | 0.02% | 13.97% | 1,080,000 | 295,000 | 37.58% | 13,921,200 | Jun 30, 2024 |
The largest Nu shareholder by % of total assets is TECHNOLOGY CROSSOVER MANAGEMENT X, LTD.. The company owns 69.73M shares of Nu (NU), representing 88.68% of its total assets.
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 0.74% | 0.07% | 35,517,770 | 35,517,770 | 100.00% | 457,824,055 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.82% | 0.23% | 39,192,266 | 30,863,180 | 370.55% | 505,188,309 | Jun 30, 2024 |
BLACKROCK INC. | 1.93% | 0.03% | 92,160,022 | 22,761,849 | 32.80% | 1,187,942,686 | Jun 30, 2024 |
BAILLIE GIFFORD & CO | 3.90% | 1.87% | 185,963,035 | 16,512,911 | 9.74% | 2,397,063,521 | Jun 30, 2024 |
A16Z PERENNIAL MANAGEMENT, L.P. | 0.32% | 18.08% | 15,378,500 | 15,378,500 | 100.00% | 198,228,865 | Jun 30, 2024 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.38% | 0.21% | 18,213,408 | 14,944,633 | 457.19% | 234,771,000 | Jun 30, 2024 |
CAPITAL RESEARCH GLOBAL INVESTORS | 4.56% | 0.62% | 217,498,585 | 14,880,247 | 7.34% | 2,803,569,881 | Jun 30, 2024 |
ALLIANCEBERNSTEIN L.P. | 0.35% | 0.08% | 16,867,459 | 12,670,572 | 301.90% | 217,421,547 | Jun 30, 2024 |
ABRDN PLC | 0.22% | 0.26% | 10,705,625 | 9,912,682 | 1250.11% | 137,995,507 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 2.20% | 0.11% | 105,011,557 | 9,249,441 | 9.66% | 1,353,598,979 | Jun 30, 2024 |
STATE STREET CORP | 0.80% | 0.02% | 38,304,152 | 8,857,847 | 30.08% | 493,740,519,000 | Jun 30, 2024 |
AMERICAN CENTURY COMPANIES INC | 0.36% | 0.14% | 17,237,693 | 7,279,458 | 73.10% | 222,193,862 | Jun 30, 2024 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 0.15% | 0.38% | 7,067,554 | 5,625,457 | 390.09% | 91,100,771 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.33% | 0.02% | 15,959,406 | 5,121,420 | 47.25% | 205,716,742 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.13% | 0.13% | 6,395,823 | 5,026,266 | 367.00% | 82,442,159 | Jun 30, 2024 |
VANGUARD GROUP INC | 0.29% | 0.00% | 14,001,781 | 4,408,564 | 45.95% | 180,482,957 | Jun 30, 2024 |
JERICHO CAPITAL ASSET MANAGEMENT L.P. | 0.09% | 1.70% | 4,389,000 | 4,389,000 | 100.00% | 56,574,210 | Jun 30, 2024 |
CANDRIAM S.C.A. | 0.14% | 0.52% | 6,669,000 | 4,166,762 | 166.52% | 85,959,400 | Jun 30, 2024 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 0.09% | 0.26% | 4,159,431 | 4,159,431 | 100.00% | 53,615,066 | Jun 30, 2024 |
NUVEEN ASSET MANAGEMENT, LLC | 0.38% | 0.07% | 18,018,171 | 3,965,520 | 28.22% | 232,254,224 | Jun 30, 2024 |
As of Jun 30 2024, Nu's largest institutional buyer is NORGES BANK. The company purchased 35.52M stocks of NU, valued at $457.82M.
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
D. E. SHAW & CO., INC. | 0.62% | 0.36% | 29,723,306 | -13,454,569 | -31.16% | 383,133,414 | Jun 30, 2024 |
SANDS CAPITAL MANAGEMENT, LLC | 1.66% | 3.01% | 79,341,079 | -9,223,965 | -10.41% | 1,022,706,508 | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | 0.19% | 0.27% | 9,283,665 | -8,720,938 | -48.44% | 119,666,442 | Jun 30, 2024 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.01% | 0.02% | 427,337 | -8,248,346 | -95.07% | 5,508,374 | Jun 30, 2024 |
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | 0.42% | 36.04% | 19,948,866 | -7,485,976 | -27.29% | 257,140,883 | Jun 30, 2024 |
TT INTERNATIONAL ASSET MANAGEMENT LTD | - | - | - | -5,752,402 | -100.00% | - | Jun 30, 2024 |
SHARP CAPITAL GESTORA DE RECURSOS LTDA. | 0.14% | 44.88% | 6,595,668 | -4,823,631 | -42.24% | 85,018,161 | Jun 30, 2024 |
MORGAN STANLEY | 1.26% | 0.06% | 60,268,730 | -4,623,636 | -7.13% | 776,863,950 | Jun 30, 2024 |
HRT FINANCIAL LP | 0.00% | 0.00% | 15,524 | -4,531,534 | -99.66% | 200,000 | Jun 30, 2024 |
COATUE MANAGEMENT LLC | 1.24% | 2.97% | 59,142,605 | -3,670,362 | -5.84% | 762,348,179 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.24% | 0.25% | 11,597,153 | -3,449,762 | -22.93% | 149,487,097 | Jun 30, 2024 |
DYNAMO ADMINISTRACAO DE RECURSOS LTDA. | 0.02% | 80.49% | 1,014,242 | -3,174,098 | -75.78% | 13,073,579 | Jun 30, 2024 |
GEMSSTOCK LTD. | - | - | - | -3,162,503 | -100.00% | - | Jun 30, 2024 |
NIKKO ASSET MANAGEMENT AMERICAS, INC. | 0.14% | 0.98% | 6,571,433 | -2,913,361 | -30.72% | 84,705,771 | Jun 30, 2024 |
ABSOLUTO PARTNERS GESTAO DE RECURSOS LTDA | 0.08% | 27.89% | 3,739,606 | -2,806,040 | -42.87% | 45,361,421 | Jun 30, 2024 |
SUMITOMO MITSUI TRUST HOLDINGS, INC. | 0.16% | 0.07% | 7,525,553 | -2,633,924 | -25.93% | 97,004,378 | Jun 30, 2024 |
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | 0.54% | 56.89% | 25,884,247 | -2,312,690 | -8.20% | 333,647,944 | Jun 30, 2024 |
GENESIS INVESTMENT MANAGEMENT, LLP | 0.09% | 11.26% | 4,443,477 | -2,259,074 | -33.70% | 57,276,419 | Jun 30, 2024 |
ADVENT INTERNATIONAL CORP/MA | 0.45% | 6.63% | 21,524,907 | -2,250,000 | -9.46% | 277,456,051 | Jun 30, 2024 |
BAMCO INC /NY/ | 0.11% | 0.20% | 5,302,925 | -2,191,984 | -29.25% | 68,354,703 | Jun 30, 2024 |
As of Jun 30 2024, Nu's biggest institutional seller is D. E. SHAW & CO., INC.. The company sold -13.45M shares of NU, valued at $383.13M.
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 0.74% | 0.07% | 35,517,770 | 35,517,770 | 100.00% | 457,824,055 | Jun 30, 2024 |
A16Z PERENNIAL MANAGEMENT, L.P. | 0.32% | 18.08% | 15,378,500 | 15,378,500 | 100.00% | 198,228,865 | Jun 30, 2024 |
JERICHO CAPITAL ASSET MANAGEMENT L.P. | 0.09% | 1.70% | 4,389,000 | 4,389,000 | 100.00% | 56,574,210 | Jun 30, 2024 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 0.09% | 0.26% | 4,159,431 | 4,159,431 | 100.00% | 53,615,066 | Jun 30, 2024 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 0.05% | 0.18% | 2,398,300 | 2,398,300 | 100.00% | 30,914,000 | Jun 30, 2024 |
LORD, ABBETT & CO. LLC | 0.04% | 0.08% | 1,905,897 | 1,905,897 | 100.00% | 24,567,000 | Jun 30, 2024 |
AUBREY CAPITAL MANAGEMENT LTD | 0.02% | 5.28% | 1,030,600 | 1,030,600 | 100.00% | 13,225,819 | Jun 30, 2024 |
KODAI CAPITAL MANAGEMENT LP | 0.02% | 0.25% | 1,016,335 | 1,016,335 | 100.00% | 13,100,558 | Jun 30, 2024 |
ORLAND PROPERTIES LTD | 0.02% | 9.79% | 1,000,000 | 1,000,000 | 100.00% | 12,890,000 | Jun 30, 2024 |
BTG PACTUAL ASSET MANAGEMENT US LLC | 0.01% | 1.21% | 638,166 | 638,166 | 100.00% | 8,225,960 | Jun 30, 2024 |
CAPITAL INTERNATIONAL, INC./CA/ | 0.01% | 0.10% | 569,942 | 569,942 | 100.00% | 7,346,552 | Jun 30, 2024 |
METAVASI CAPITAL LP | 0.01% | 2.70% | 400,000 | 400,000 | 100.00% | 5,156,000 | Jun 30, 2024 |
NEWSQUARE CAPITAL LLC | 0.01% | 0.41% | 372,660 | 372,660 | 100.00% | 4,803,587 | Jun 30, 2024 |
SCHONFELD STRATEGIC ADVISORS LLC | 0.01% | 0.03% | 350,000 | 350,000 | 100.00% | 4,511,500 | Jun 30, 2024 |
J. GOLDMAN & CO LP | 0.01% | 0.11% | 307,200 | 307,200 | 100.00% | 3,959,808 | Jun 30, 2024 |
AXA S.A. | 0.01% | 0.01% | 269,550 | 269,550 | 100.00% | 3,474,500 | Jun 30, 2024 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 0.01% | 0.12% | 250,000 | 250,000 | 100.00% | 3,222,500 | Jun 30, 2024 |
0.00% | 0.08% | 217,264 | 217,264 | 100.00% | 2,800,504 | Jun 30, 2024 | |
CONSOLIDATED PORTFOLIO REVIEW CORP | 0.00% | 0.62% | 207,460 | 207,460 | 100.00% | 2,674,159 | Jun 30, 2024 |
BTG PACTUAL ASSET MANAGEMENT US LLC | 0.00% | 0.32% | 168,300 | 168,300 | 100.00% | 2,169,387 | Jun 30, 2024 |
NEWEDGE ADVISORS, LLC | 0.00% | 0.02% | 166,638 | 166,638 | 100.00% | 2,147,964 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.00% | 0.00% | 142,764 | 142,764 | 100.00% | 1,840,228 | Jun 30, 2024 |
ULYSSES MANAGEMENT LLC | 0.00% | 0.22% | 120,000 | 120,000 | 100.00% | 1,546,800 | Jun 30, 2024 |
CASTLEKNIGHT MANAGEMENT LP | 0.00% | 0.07% | 104,100 | 104,100 | 100.00% | 1,341,849 | Jun 30, 2024 |
CTC ALTERNATIVE STRATEGIES, LTD. | 0.00% | 0.57% | 103,442 | 103,442 | 100.00% | 1,333,367 | Jun 30, 2024 |
CAPITAL WEALTH PLANNING, LLC | 0.00% | 0.01% | 101,415 | 101,415 | 100.00% | 1,307,239 | Jun 30, 2024 |
LA FINANCIERE DE L'ECHIQUIER | 0.00% | 0.05% | 97,000 | 97,000 | 100.00% | 1,250,330 | Jun 30, 2024 |
CAPITAL CS GROUP, LLC | 0.00% | 0.24% | 93,000 | 93,000 | 100.00% | 213,323 | Jun 30, 2024 |
BANK OF MONTREAL /CAN/ | 0.00% | 0.00% | 90,000 | 90,000 | 100.00% | 1,161,900 | Jun 30, 2024 |
DNCA FINANCE | 0.00% | 0.10% | 89,000 | 89,000 | 100.00% | 1,147,210 | Jun 30, 2024 |
SHELTON WEALTH MANAGEMENT, LLC | 0.00% | 0.64% | 87,674 | 87,674 | 100.00% | 1,130,118 | Jun 30, 2024 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 0.00% | 0.01% | 82,971 | 82,971 | 100.00% | 1,069,496 | Jun 30, 2024 |
READYSTATE ASSET MANAGEMENT LP | 0.00% | 0.03% | 79,700 | 79,700 | 100.00% | 1,027,333 | Jun 30, 2024 |
MAGNUS FINANCIAL GROUP LLC | 0.00% | 0.11% | 78,983 | 78,983 | 100.00% | 1,018,091 | Jun 30, 2024 |
CHOREO, LLC | 0.00% | 0.02% | 73,917 | 73,917 | 100.00% | 914,364 | Jun 30, 2024 |
CITIZENS FINANCIAL GROUP INC/RI | 0.00% | 0.02% | 67,864 | 67,864 | 100.00% | 874,767 | Jun 30, 2024 |
DIVERSIFY ADVISORY SERVICES, LLC | 0.00% | 0.05% | 65,104 | 65,104 | 100.00% | 856,118 | Jun 30, 2024 |
PRIVATE ADVISORY GROUP LLC | 0.00% | 0.11% | 64,243 | 64,243 | 100.00% | 828,092 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.00% | 0.00% | 63,307 | 63,307 | 100.00% | 816,027 | Jun 30, 2024 |
SHERBROOKE PARK ADVISERS LLC | 0.00% | 0.14% | 60,273 | 60,273 | 100.00% | 776,919 | Jun 30, 2024 |
KNOLLWOOD INVESTMENT ADVISORY, LLC | 0.00% | 0.09% | 59,800 | 59,800 | 100.00% | 770,822 | Jun 30, 2024 |
SCIENCAST MANAGEMENT LP | 0.00% | 0.25% | 56,081 | 56,081 | 100.00% | 722,884 | Jun 30, 2024 |
KINGSWOOD WEALTH ADVISORS, LLC | 0.00% | 0.06% | 55,850 | 55,850 | 100.00% | 719,906 | Jun 30, 2024 |
CAPITAL INTERNATIONAL SARL | 0.00% | 0.02% | 54,103 | 54,103 | 100.00% | 697,388 | Jun 30, 2024 |
CAPITAL CS GROUP, LLC | 0.00% | 0.76% | 53,070 | 53,070 | 100.00% | 684,072 | Jun 30, 2024 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 0.00% | 0.04% | 51,209 | 51,209 | 100.00% | 660,000 | Jun 30, 2024 |
BOOTHBAY FUND MANAGEMENT, LLC | 0.00% | 0.02% | 51,200 | 51,200 | 100.00% | 659,968 | Jun 30, 2024 |
LEGACY WEALTH ASSET MANAGEMENT, LLC | 0.00% | 0.19% | 50,943 | 50,943 | 100.00% | 656,655 | Jun 30, 2024 |
UNITED CAPITAL FINANCIAL ADVISERS, LLC | 0.00% | 0.01% | 49,712 | 49,712 | 100.00% | 640,788 | Jun 30, 2024 |
PLATFORM TECHNOLOGY PARTNERS | 0.00% | 0.20% | 44,669 | 44,669 | 100.00% | 575,783 | Jun 30, 2024 |
OAK GROVE CAPITAL LLC | 0.00% | 0.10% | 44,010 | 44,010 | 100.00% | 567,289 | Jun 30, 2024 |
CIRCLE WEALTH MANAGEMENT, LLC | 0.00% | 0.01% | 42,780 | 42,780 | 100.00% | 551,435 | Jun 30, 2024 |
NOMURA HOLDINGS INC | 0.00% | 0.00% | 42,017 | 42,017 | 100.00% | 541,599 | Jun 30, 2024 |
D. E. SHAW & CO., INC. | 0.00% | 0.00% | 39,300 | 39,300 | 100.00% | 506,577 | Jun 30, 2024 |
J. SAFRA SARASIN HOLDING AG | 0.00% | 0.01% | 38,410 | 38,410 | 100.00% | 495,105 | Jun 30, 2024 |
EMERALD ADVISERS, LLC | 0.00% | 0.02% | 38,359 | 38,359 | 100.00% | 494,448 | Jun 30, 2024 |
COVENANT PARTNERS, LLC | 0.00% | 0.14% | 36,613 | 36,613 | 100.00% | 471,942 | Jun 30, 2024 |
PFG INVESTMENTS, LLC | 0.00% | 0.03% | 33,963 | 33,963 | 100.00% | 437,783 | Jun 30, 2024 |
HARDMAN JOHNSTON GLOBAL ADVISORS LLC | 0.00% | 0.02% | 33,380 | 33,380 | 100.00% | 430,268 | Jun 30, 2024 |
SOLSTEIN CAPITAL, LLC | 0.00% | 0.26% | 30,400 | 30,400 | 100.00% | 391,856 | Jun 30, 2024 |
GENTRUST, LLC | 0.00% | 0.02% | 29,730 | 29,730 | 100.00% | 383,220 | Jun 30, 2024 |
ACCUVEST GLOBAL ADVISORS | 0.00% | 0.76% | 26,684 | 26,684 | 100.00% | 343,957 | Jun 30, 2024 |
BLAIR WILLIAM & CO/IL | 0.00% | 0.00% | 26,274 | 26,274 | 100.00% | 338,672 | Jun 30, 2024 |
CENTRAL PACIFIC BANK - TRUST DIVISION | 0.00% | 0.04% | 23,075 | 23,075 | 100.00% | 297,437 | Jun 30, 2024 |
CIBC WORLD MARKET INC. | 0.00% | 0.00% | 20,376 | 20,376 | 100.00% | 263,000 | Jun 30, 2024 |
ALTFEST L J & CO INC | 0.00% | 0.03% | 17,504 | 17,504 | 100.00% | 226,000 | Jun 30, 2024 |
BANK OF MONTREAL /CAN/ | 0.00% | 0.00% | 14,600 | 14,600 | 100.00% | 188,486 | Jun 30, 2024 |
ARETE WEALTH ADVISORS, LLC | 0.00% | 0.02% | 14,429 | 14,429 | 100.00% | 186,000 | Jun 30, 2024 |
BANQUE CANTONALE VAUDOISE | 0.00% | 0.01% | 14,100 | 14,100 | 100.00% | 182,000 | Jun 30, 2024 |
ELEMENT CAPITAL MANAGEMENT LLC | 0.00% | 0.01% | 13,210 | 13,210 | 100.00% | 170,277 | Jun 30, 2024 |
PERIGON WEALTH MANAGEMENT, LLC | 0.00% | 0.00% | 12,895 | 12,895 | 100.00% | 166,217 | Jun 30, 2024 |
STRATOS WEALTH PARTNERS, LTD. | 0.00% | 0.00% | 12,485 | 12,485 | 100.00% | 160,932 | Jun 30, 2024 |
TUDOR INVESTMENT CORP ET AL | 0.00% | 0.00% | 12,200 | 12,200 | 100.00% | 157,258 | Jun 30, 2024 |
CAPROCK GROUP, LLC | 0.00% | 0.01% | 11,663 | 11,663 | 100.00% | 150,336 | Jun 30, 2024 |
0.00% | 0.12% | 11,326 | 11,326 | 100.00% | 145,996 | Jun 30, 2024 | |
HB WEALTH MANAGEMENT, LLC | 0.00% | 0.00% | 10,828 | 10,828 | 100.00% | 139,573 | Jun 30, 2024 |
RIDGEWOOD INVESTMENTS LLC | 0.00% | 0.06% | 9,124 | 9,124 | 100.00% | 117,608 | Jun 30, 2024 |
OPAL WEALTH ADVISORS, LLC | 0.00% | 0.03% | 6,842 | 6,842 | 100.00% | 88,194 | Jun 30, 2024 |
FNY INVESTMENT ADVISERS, LLC | 0.00% | 0.05% | 6,100 | 6,100 | 100.00% | 78,000 | Jun 30, 2024 |
ORG PARTNERS LLC | 0.00% | 0.01% | 4,366 | 4,366 | 100.00% | 53,963,000 | Jun 30, 2024 |
CLEAR STREET MARKETS LLC | 0.00% | 0.01% | 3,000 | 3,000 | 100.00% | 39,000 | Jun 30, 2024 |
SMARTLEAF ASSET MANAGEMENT LLC | - | 0.00% | 1,567 | 1,567 | 100.00% | 20,245 | Jun 30, 2024 |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | - | 0.00% | 1,050 | 1,050 | 100.00% | 13,534 | Jun 30, 2024 |
TRANSCENDENT CAPITAL GROUP LLC | - | 0.01% | 1,000 | 1,000 | 100.00% | 12,890 | Jun 30, 2024 |
QUENT CAPITAL, LLC | - | 0.00% | 923 | 923 | 100.00% | 11,897 | Jun 30, 2024 |
RFP FINANCIAL GROUP LLC | - | 0.00% | 850 | 850 | 100.00% | 10,952 | Jun 30, 2024 |
AMERICAN NATIONAL BANK | - | 0.00% | 650 | 650 | 100.00% | 8,379 | Jun 30, 2024 |
WINCH ADVISORY SERVICES, LLC | - | 0.00% | 600 | 600 | 100.00% | 7,734 | Jun 30, 2024 |
JONES FINANCIAL COMPANIES LLLP | - | - | 211 | 211 | 100.00% | 2,720 | Jun 30, 2024 |
GRADIENT INVESTMENTS LLC | - | 0.00% | 200 | 200 | 100.00% | 2,578 | Jun 30, 2024 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | - | 0.00% | 178 | 178 | 100.00% | 2,294 | Jun 30, 2024 |
TRIAD WEALTH PARTNERS, LLC | - | 0.00% | 100 | 100 | 100.00% | 1,289 | Jun 30, 2024 |
TWIN TREE MANAGEMENT, LP | - | - | 65 | 65 | 100.00% | 838 | Jun 30, 2024 |
WFA OF SAN DIEGO, LLC | - | 0.00% | 25 | 25 | 100.00% | 323 | Jun 30, 2024 |
MV CAPITAL MANAGEMENT, INC. | - | - | 18 | 18 | 100.00% | 233 | Jun 30, 2024 |
QUADRANT CAPITAL GROUP LLC | - | - | 17 | 17 | 100.00% | 220 | Jun 30, 2024 |
Nu's largest new institutional shareholder by number of shares is NORGES BANK, purchased 35.52M shares, valued at $457.82M, as of undefined.
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
TT INTERNATIONAL ASSET MANAGEMENT LTD | - | - | - | -5,752,402 | -100.00% | - | Jun 30, 2024 |
GEMSSTOCK LTD. | - | - | - | -3,162,503 | -100.00% | - | Jun 30, 2024 |
GLADSTONE CAPITAL MANAGEMENT LLP | - | - | - | -1,877,988 | -100.00% | - | Jun 30, 2024 |
PATHWAY CAPITAL MANAGEMENT, LP | - | - | - | -1,318,765 | -100.00% | - | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -1,308,660 | -100.00% | - | Jun 30, 2024 |
TEMASEK HOLDINGS (PRIVATE) LTD | - | - | - | -1,217,525 | -100.00% | - | Jun 30, 2024 |
BANCO BTG PACTUAL S.A. | - | - | - | -1,012,500 | -100.00% | - | Jun 30, 2024 |
POINT72 (DIFC) LTD | - | - | - | -826,122 | -100.00% | - | Jun 30, 2024 |
WINDMILL HILL ASSET MANAGEMENT LTD | - | - | - | -772,970 | -100.00% | - | Jun 30, 2024 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | - | - | - | -595,200 | -100.00% | - | Jun 30, 2024 |
TREXQUANT INVESTMENT LP | - | - | - | -353,958 | -100.00% | - | Jun 30, 2024 |
SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | - | - | - | -320,500 | -100.00% | - | Jun 30, 2024 |
KEYSTONE INVESTORS PTE LTD | - | - | - | -268,746 | -100.00% | - | Jun 30, 2024 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | - | - | - | -261,600 | -100.00% | - | Jun 30, 2024 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | - | - | - | -261,247 | -100.00% | - | Jun 30, 2024 |
HIDDENITE CAPITAL PARTNERS LP | - | - | - | -172,000 | -100.00% | - | Jun 30, 2024 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | - | - | - | -164,164 | -100.00% | - | Jun 30, 2024 |
LAURION CAPITAL MANAGEMENT LP | - | - | - | -143,743 | -100.00% | - | Jun 30, 2024 |
ESCHLER ASSET MANAGEMENT LLP | - | - | - | -116,475 | -100.00% | - | Jun 30, 2024 |
BREVAN HOWARD CAPITAL MANAGEMENT LP | - | - | - | -112,704 | -100.00% | - | Jun 30, 2024 |
OLD MISSION CAPITAL LLC | - | - | - | -104,760 | -100.00% | - | Jun 30, 2024 |
MIRABELLA FINANCIAL SERVICES LLP | - | - | - | -89,906 | -100.00% | - | Jun 30, 2024 |
POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -82,090 | -100.00% | - | Jun 30, 2024 |
CENTIVA CAPITAL, LP | - | - | - | -80,875 | -100.00% | - | Jun 30, 2024 |
HARVEST FUND MANAGEMENT CO., LTD | - | - | - | -73,458 | -100.00% | - | Jun 30, 2024 |
AIGEN INVESTMENT MANAGEMENT, LP | - | - | - | -69,166 | -100.00% | - | Jun 30, 2024 |
STEPSTONE GROUP LP | - | - | - | -66,210 | -100.00% | - | Jun 30, 2024 |
SEVEN EIGHT CAPITAL, LP | - | - | - | -58,163 | -100.00% | - | Jun 30, 2024 |
OKABENA INVESTMENT SERVICES INC | - | - | - | -57,790 | -100.00% | - | Jun 30, 2024 |
NEBULA RESEARCH & DEVELOPMENT LLC | - | - | - | -54,000 | -100.00% | - | Jun 30, 2024 |
CONCURRENT INVESTMENT ADVISORS, LLC | - | - | - | -50,298 | -100.00% | - | Jun 30, 2024 |
MASO CAPITAL PARTNERS LTD | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
CIBC WORLD MARKETS CORP | - | - | - | -45,811 | -100.00% | - | Jun 30, 2024 |
MACHINA CAPITAL S.A.S. | - | - | - | -43,089 | -100.00% | - | Jun 30, 2024 |
JEFFERIES FINANCIAL GROUP INC. | - | - | - | -40,000 | -100.00% | - | Jun 30, 2024 |
LINCOLN NATIONAL CORP | - | - | - | -39,999 | -100.00% | - | Jun 30, 2024 |
SCIENTECH RESEARCH LLC | - | - | - | -37,475 | -100.00% | - | Jun 30, 2024 |
BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -35,179 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -32,786 | -100.00% | - | Jun 30, 2024 |
HALL KATHRYN A. | - | - | - | -30,893 | -100.00% | - | Jun 30, 2024 |
SCHWAB CHARITABLE FUND | - | - | - | -30,231 | -100.00% | - | Jun 30, 2024 |
NUMERAI GP LLC | - | - | - | -27,923 | -100.00% | - | Jun 30, 2024 |
DIAMETRIC CAPITAL, LP | - | - | - | -23,371 | -100.00% | - | Jun 30, 2024 |
OAK THISTLE LLC | - | - | - | -21,739 | -100.00% | - | Jun 30, 2024 |
MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | - | - | - | -20,951 | -100.00% | - | Jun 30, 2024 |
PINKERTON RETIREMENT SPECIALISTS, LLC | - | - | - | -19,229 | -100.00% | - | Jun 30, 2024 |
CHICAGO TRUST CO NA | - | - | - | -18,227 | -100.00% | - | Jun 30, 2024 |
ZACKS INVESTMENT MANAGEMENT | - | - | - | -17,987 | -100.00% | - | Jun 30, 2024 |
STATE OF WISCONSIN INVESTMENT BOARD | - | - | - | -17,200 | -100.00% | - | Jun 30, 2024 |
ATLANTA CONSULTING GROUP ADVISORS, LLC | - | - | - | -16,740 | -100.00% | - | Jun 30, 2024 |
ADVISOR RESOURCE COUNCIL | - | - | - | -16,388 | -100.00% | - | Jun 30, 2024 |
CAPTION MANAGEMENT, LLC | - | - | - | -16,000 | -100.00% | - | Jun 30, 2024 |
TRUXT INVESTMENTOS LTDA. | - | - | - | -15,450 | -100.00% | - | Jun 30, 2024 |
GREEN SQUARE CAPITAL ADVISORS LLC | - | - | - | -13,015 | -100.00% | - | Jun 30, 2024 |
EPIQ CAPITAL GROUP, LLC | - | - | - | -12,605 | -100.00% | - | Jun 30, 2024 |
FOX RUN MANAGEMENT, L.L.C. | - | - | - | -12,603 | -100.00% | - | Jun 30, 2024 |
PARADICE INVESTMENT MANAGEMENT LLC | - | - | - | -10,015 | -100.00% | - | Jun 30, 2024 |
HAP TRADING, LLC | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
ROCK CREEK GROUP, LP | - | - | - | -1,048 | -100.00% | - | Jun 30, 2024 |
TORONTO DOMINION BANK | - | - | - | -722 | -100.00% | - | Jun 30, 2024 |
FIRST PREMIER BANK | - | - | - | -708 | -100.00% | - | Jun 30, 2024 |
BBJS FINANCIAL ADVISORS, LLC | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
VISIONPOINT ADVISORY GROUP, LLC | - | - | - | -293 | -100.00% | - | Jun 30, 2024 |
FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -34 | -100.00% | - | Jun 30, 2024 |
Nu's largest sold out institutional shareholder by shares sold is TT INTERNATIONAL ASSET MANAGEMENT LTD, sold -5.75M shares, valued at -, as of undefined.
Nu Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
ALGER GLOBAL FOCUS FUND | 18.41% | 53,000 | - | - | Jan 31, 2024 |
Siren ETF Trust | 16.41% | 609,471 | - | - | Mar 31, 2024 |
Investment House Funds | 14.32% | 150,000 | - | - | Jan 31, 2024 |
DSS AMERICAFIRST QUANTITATIVE FUNDS | 2.07% | 47,200 | -5,800 | -10.94% | Dec 29, 2023 |
VANGUARD VALLEY FORGE FUNDS | 1.72% | 895,891 | -96,797 | -9.75% | Mar 31, 2024 |
Nuveen Core Equity Alpha Fund | 1.16% | 82,410 | - | - | Mar 31, 2024 |
ALGER FUNDS | 0.67% | 649,000 | - | - | Jan 31, 2024 |
Mirae Asset Discovery Funds | 0.56% | 462,763 | -152,287 | -24.76% | Apr 30, 2023 |
ALGER FUNDS II | 0.51% | 115,500 | - | - | Jan 31, 2024 |
VANGUARD QUANTITATIVE FUNDS | 0.49% | 2,394,300 | -1,362,378 | -36.27% | Mar 31, 2024 |
Modern Capital Funds Trust | 0.41% | 32,000 | 32,000 | - | Mar 31, 2024 |
TOUCHSTONE FUNDS GROUP TRUST | 0.35% | 9,167,740 | 1,586,398 | 20.93% | Mar 31, 2024 |
AMERICAN CENTURY WORLD MUTUAL FUNDS INC | 0.30% | 3,260,708 | 3,260,708 | - | Feb 29, 2024 |
VANGUARD WORLD FUND | 0.30% | 74,194,258 | 13,685,639 | 22.62% | Feb 29, 2024 |
Datum One Series Trust | 0.30% | 107,558 | 107,558 | - | Mar 28, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.26% | 57,851 | -4,313 | -6.94% | Mar 31, 2024 |
EXCHANGE TRADED CONCEPTS TRUST | 0.20% | 1,136,816 | 940,367 | 478.68% | Feb 29, 2024 |
DRIEHAUS MUTUAL FUNDS | 0.17% | 1,526,650 | - | - | Mar 28, 2024 |
TOUCHSTONE STRATEGIC TRUST | 0.16% | 10,174,798 | -666,720 | -6.15% | Mar 31, 2024 |
Zacks Trust | 0.14% | 12,568 | 7,979 | 173.87% | Feb 29, 2024 |
VANGUARD VARIABLE INSURANCE FUNDS | 0.08% | 4,017,609 | 717,427 | 21.74% | Mar 31, 2024 |
Virtus ETF Trust II | 0.05% | 74,861 | -719,139 | -90.57% | Jan 31, 2024 |
CLEARWATER INVESTMENT TRUST | 0.05% | 501,943 | 501,943 | - | Mar 28, 2024 |
AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.04% | 96,540 | 96,540 | - | Mar 31, 2024 |
Investment Managers Series Trust | 0.03% | 42,569,098 | 37,908,752 | 813.43% | Mar 31, 2024 |
STEWARD FUNDS, INC. | 0.03% | 70,407 | 2,566 | 3.78% | Jan 31, 2024 |
Amplify ETF Trust | 0.02% | 686,095 | - | - | Mar 31, 2024 |
Pear Tree Funds | 0.02% | 128,000 | - | - | Mar 31, 2024 |
TIAA-CREF LIFE FUNDS | 0.01% | 37,976 | - | - | Mar 31, 2024 |
JOHCM Funds Trust | 0.01% | 141,385 | -39,125 | -21.67% | Mar 28, 2024 |
Valkyrie ETF Trust II | 0.01% | 2,665 | - | - | Jun 30, 2023 |
VICTORY VARIABLE INSURANCE FUNDS | 0.01% | 4,981 | - | - | Mar 31, 2024 |
Adviser Managed Trust | 0.01% | 13,237 | -553 | -4.01% | Jan 31, 2024 |
COLLEGE RETIREMENT EQUITIES FUND | 0.01% | 8,375,574 | 805,497 | 10.64% | Mar 31, 2024 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.01% | 528,005 | -1,222,984 | -69.85% | Jan 31, 2024 |
Tidal ETF Trust | 0.01% | 73,540 | - | - | Jan 31, 2024 |
AMERICAN PENSION INVESTORS TRUST | 0.01% | 31,700 | - | - | Jan 31, 2024 |
UNIFIED SERIES TRUST | 0.01% | 83,200 | 14,485 | 21.08% | Feb 29, 2024 |
VANGUARD TRUSTEES' EQUITY FUND | 0.01% | 184,230 | 184,230 | - | Jan 31, 2024 |
VANGUARD TAX-MANAGED FUNDS | 0.01% | 1,039,346 | - | - | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II | 0.00% | 120,091 | - | - | Mar 31, 2024 |
Capitol Series Trust | 0.00% | 48,000 | 26,000 | 118.18% | Feb 29, 2024 |
MASSMUTUAL PREMIER FUNDS | 0.00% | 125,835 | -58,144 | -31.60% | Dec 31, 2023 |
PUTNAM ASSET ALLOCATION FUNDS | 0.00% | 142,611 | -50,603 | -26.19% | Mar 31, 2024 |
Brinker Capital Destinations Trust | 0.00% | 229,587 | 49,915 | 27.78% | Feb 29, 2024 |
Columbia Funds Variable Series Trust II | 0.00% | 120,705 | 32,397 | 36.69% | Mar 31, 2024 |
USAA MUTUAL FUNDS TRUST | 0.00% | 804,548 | - | - | Jan 31, 2024 |
SEI Catholic Values Trust | 0.00% | 8,157 | - | - | Feb 29, 2024 |
NORTHERN FUNDS | 0.00% | 386,130 | 266,430 | 222.58% | Mar 28, 2024 |
Bridge Builder Trust | 0.00% | 12,326,134 | 7,749,462 | 169.33% | Mar 31, 2024 |
AMERICAN CENTURY ETF TRUST | 0.00% | 273,408 | 72,284 | 35.94% | Feb 29, 2024 |
Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 490,823 | - | - | Feb 29, 2024 |
MORGAN STANLEY PATHWAY FUNDS | 0.00% | 203,835 | 94,588 | 86.58% | Feb 29, 2024 |
TIAA-CREF FUNDS | 0.00% | 5,971,164 | -45,313 | -0.75% | Jan 31, 2024 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) | 0.00% | 28,365,260 | - | - | Jan 31, 2024 |
THRIVENT SERIES FUND INC | 0.00% | 165,203 | -44,012 | -21.04% | Mar 28, 2024 |
VANGUARD SCOTTSDALE FUNDS | 0.00% | 2,415,910 | 219,656 | 10.00% | Feb 29, 2024 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 63,059 | - | - | Dec 31, 2023 |
RBB FUND, INC. | 0.00% | 80,627 | - | - | Feb 29, 2024 |
NORTHERN LIGHTS FUND TRUST II | 0.00% | 9,215 | 9,215 | - | Feb 29, 2024 |
NORTHERN LIGHTS FUND TRUST III | 0.00% | 9,108 | -14,178 | -60.89% | Mar 31, 2024 |
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 0.00% | 1,338,876 | 74,788 | 5.92% | Jan 31, 2024 |
NORTHERN FUNDS | 0.00% | 85,000 | - | - | Mar 28, 2024 |
HC CAPITAL TRUST | 0.00% | 17,933 | 497 | 2.85% | Mar 31, 2024 |
iSHARES TRUST | 0.00% | 9,028,987 | -231,761 | -2.50% | Mar 31, 2024 |
OHIO NATIONAL FUND INC | 0.00% | 7,760 | - | - | Mar 31, 2024 |
MML Series Investment Fund II | 0.00% | 69,374 | -12,613 | -15.38% | Dec 31, 2023 |
JANUS INVESTMENT FUND | 0.00% | 102,800 | - | - | Dec 31, 2023 |
VANGUARD WELLINGTON FUND | 0.00% | 86,387 | - | - | Feb 29, 2024 |
MASSMUTUAL SELECT FUNDS | 0.00% | 213,841 | 209,581 | 4919.74% | Dec 31, 2023 |
Victory Portfolios II | 0.00% | 10,254 | -94,683 | -90.23% | Mar 31, 2024 |
EMPOWER FUNDS, INC. | 0.00% | 210,044 | 14,124 | 7.21% | Mar 31, 2024 |
Global X Funds | 0.00% | 8,034 | -153,707 | -95.03% | Feb 29, 2024 |
PUTNAM VARIABLE TRUST | 0.00% | 5,754 | -2,140 | -27.11% | Mar 31, 2024 |
Invesco Exchange-Traded Fund Trust II | 0.00% | 44,733 | -13,457 | -23.13% | Feb 29, 2024 |
Meeder Funds | 0.00% | 644 | 644 | - | Mar 31, 2024 |
COLUMBIA FUNDS SERIES TRUST I | 0.00% | 585,976 | 158,492 | 37.08% | Feb 29, 2024 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC | 0.00% | 4,530 | 454 | 11.14% | Mar 31, 2024 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) | 0.00% | 17,479 | 15,855 | 976.29% | Feb 29, 2024 |
Columbia Funds Series Trust II | 0.00% | 19,567 | -25,487 | -56.57% | Jan 31, 2024 |
SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 1,043,359 | -125,388 | -10.73% | Feb 29, 2024 |
SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 134,826 | 78,426 | 139.05% | Dec 31, 2023 |
PRINCIPAL FUNDS, INC. | 0.00% | 220,732 | -12,535 | -5.37% | Jan 31, 2024 |
THRIVENT MUTUAL FUNDS | 0.00% | 3,096 | -1,109 | -26.37% | Mar 28, 2024 |
Northern Lights Fund Trust IV | 0.00% | 4,395 | -3,787 | -46.28% | Feb 29, 2024 |
PUTNAM FUNDS TRUST | 0.00% | 530 | -114 | -17.70% | Feb 29, 2024 |
Nu's largest mutual fund holder by % of total assets is "ALGER GLOBAL FOCUS FUND", owning 53.00K shares, compromising 18.41% of its total assets.
Nu Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 626 | 3.99% |
31 Mar, 24 | 602 | 11.28% |
31 Dec, 23 | 541 | 21.57% |
30 Sep, 23 | 445 | 14.69% |
30 Jun, 23 | 388 | 19.38% |
31 Mar, 23 | 325 | 13.24% |
31 Dec, 22 | 287 | 6.30% |
30 Sep, 22 | 270 | 16.38% |
30 Jun, 22 | 232 | 38.92% |
31 Mar, 22 | 167 | 18.44% |
31 Dec, 21 | 141 | - |
As of 30 Jun 24, 626 institutions are holding Nu's shares, representing an increase of 3.99% compared to the previous quarter.
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 2,792,412,610 | 6.05% |
31 Mar, 24 | 2,633,026,925 | 1.30% |
31 Dec, 23 | 2,599,288,737 | 2.98% |
30 Sep, 23 | 2,524,000,369 | -0.81% |
30 Jun, 23 | 2,544,648,915 | 4.06% |
31 Mar, 23 | 2,445,430,364 | 0.78% |
31 Dec, 22 | 2,426,445,591 | 10.72% |
30 Sep, 22 | 2,191,495,727 | -2.92% |
30 Jun, 22 | 2,257,414,423 | -2.91% |
31 Mar, 22 | 2,325,182,017 | 1.62% |
31 Dec, 21 | 2,288,146,637 | - |
Nu (NU) has 2.79B shares outstanding as of 30 Jun 24, up 6.05% compared to the previous quarter.
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 58.50% | 1.89% |
31 Mar, 24 | 55.56% | 1.86% |
31 Dec, 23 | 54.70% | 1.92% |
30 Sep, 23 | 53.36% | 1.83% |
30 Jun, 23 | 54.03% | 2.00% |
31 Mar, 23 | 51.93% | 1.93% |
31 Dec, 22 | 51.80% | 2.37% |
30 Sep, 22 | 46.79% | 2.00% |
30 Jun, 22 | 48.33% | 1.94% |
31 Mar, 22 | 49.89% | 2.07% |
31 Dec, 21 | 49.10% | - |
As of 30 Jun 24, Nu is held by 58.50% institutional shareholders, representing a 1.89% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 347 | -3.07% |
31 Mar, 24 | 358 | 17.38% |
31 Dec, 23 | 305 | 18.22% |
30 Sep, 23 | 258 | 30.96% |
30 Jun, 23 | 197 | 11.93% |
31 Mar, 23 | 176 | 15.03% |
31 Dec, 22 | 153 | -8.38% |
30 Sep, 22 | 167 | 10.60% |
30 Jun, 22 | 151 | 64.13% |
31 Mar, 22 | 92 | -31.34% |
31 Dec, 21 | 134 | - |
347 institutional shareholders have increased their position in NU stock as of 30 Jun 24 compared to 358 in the previous quarter (a -3.07% decrease).
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 172 | 13.91% |
31 Mar, 24 | 151 | 15.27% |
31 Dec, 23 | 131 | 42.39% |
30 Sep, 23 | 92 | -1.08% |
30 Jun, 23 | 93 | 52.46% |
31 Mar, 23 | 61 | -3.17% |
31 Dec, 22 | 63 | 34.04% |
30 Sep, 22 | 47 | 67.86% |
30 Jun, 22 | 28 | -9.68% |
31 Mar, 22 | 31 | - |
31 Dec, 21 | - | - |
172 institutional shareholders have reduced their position in NU stock as of 30 Jun 24 compared to 151 in the previous quarter (a 13.91% increase).
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 626 | 3.99% | 2,792,412,610 | 6.05% | 58.50% | 1.89% | 347 | -3.07% | 172 | 13.91% |
31 Mar, 24 | 602 | 11.28% | 2,633,026,925 | 1.30% | 55.56% | 1.86% | 358 | 17.38% | 151 | 15.27% |
31 Dec, 23 | 541 | 21.57% | 2,599,288,737 | 2.98% | 54.70% | 1.92% | 305 | 18.22% | 131 | 42.39% |
30 Sep, 23 | 445 | 14.69% | 2,524,000,369 | -0.81% | 53.36% | 1.83% | 258 | 30.96% | 92 | -1.08% |
30 Jun, 23 | 388 | 19.38% | 2,544,648,915 | 4.06% | 54.03% | 2.00% | 197 | 11.93% | 93 | 52.46% |
31 Mar, 23 | 325 | 13.24% | 2,445,430,364 | 0.78% | 51.93% | 1.93% | 176 | 15.03% | 61 | -3.17% |
31 Dec, 22 | 287 | 6.30% | 2,426,445,591 | 10.72% | 51.80% | 2.37% | 153 | -8.38% | 63 | 34.04% |
30 Sep, 22 | 270 | 16.38% | 2,191,495,727 | -2.92% | 46.79% | 2.00% | 167 | 10.60% | 47 | 67.86% |
30 Jun, 22 | 232 | 38.92% | 2,257,414,423 | -2.91% | 48.33% | 1.94% | 151 | 64.13% | 28 | -9.68% |
31 Mar, 22 | 167 | 18.44% | 2,325,182,017 | 1.62% | 49.89% | 2.07% | 92 | -31.34% | 31 | - |
31 Dec, 21 | 141 | - | 2,288,146,637 | - | 49.10% | - | 134 | - | - | - |
Nu Insider Shareholders Trades
Open Market Insider Trades
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
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Insider Sells
All Insider Owners Trades
The last insider sell of Nu's stock was made by SCHWEIGER WERNER J on Feb 05 2015, selling 2,488 shares at $55.80 per share (valued at $138.83K).
Nu Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q1 2015 | 1 | 3 | 33.33% |
Q4 2014 | - | 2 | - |
Q1 2014 | 4 | 3 | 133.33% |
Q4 2013 | - | 1 | - |
Q1 2013 | 3 | 2 | 150.00% |
Q4 2012 | 1 | 1 | 100.00% |
Q3 2012 | - | 1 | - |
Q2 2012 | - | 2 | - |
Q1 2012 | 3 | - | - |
1 total buy trades, and 3 total sell trades (buy/sell ratio of 0.33%) were made by Nu's insiders, as of Q1 2015.
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q1 2015 | - | 2 | - |
Q4 2014 | - | 1 | - |
Q1 2014 | - | - | - |
Q4 2013 | - | 1 | - |
Q1 2013 | - | 1 | - |
Q4 2012 | - | - | - |
Q3 2012 | - | 1 | - |
Q2 2012 | - | - | - |
Q1 2012 | - | - | - |
As of Q1 2015, Insider owners conducted 0 open market buy trades and 2 open market sell trades of Nu's stocks.
NU Ownership FAQ
Who Owns Nu?
Nu is owned by institutional shareholders (58.50%), insiders (10.44%), and public (31.06%). The largest institutional shareholder of Nu is SC US (TTGP), LTD. (5.26% of total shares) and the top mutual fund owner is ALGER GLOBAL FOCUS FUND (18.41% of total shares).
Who are the major institutional shareholders of Nu?
Nu's major institutional shareholders are SC US (TTGP), LTD., CAPITAL RESEARCH GLOBAL INVESTORS, BAILLIE GIFFORD & CO, BERKSHIRE HATHAWAY INC, and JPMORGAN CHASE & CO. The top five shareholders own together 18.16% of the company's share outstanding.
How many Nu shareholders are there?
As of Jun 2024, there are 626 institutional shareholders of Nu.
What percentage of Nu is owned by SC US (TTGP), LTD?
SC US (TTGP), LTD owns 251.3M shares of Nu, representing 5.26% of the company's total shares outstanding, valued at $3.24B (as of Jun 2024).
What percentage of Nu is owned by CAPITAL RESEARCH GLOBAL INVESTORS?
As of Jun 2024, CAPITAL RESEARCH GLOBAL INVESTORS holds 217.5M shares of Nu (NU), compromising 4.56% of the company, valued at $2.8B.
What percentage of Nu is owned by BAILLIE GIFFORD & CO?
BAILLIE GIFFORD & CO is the third largest holder of Nu. The company owns 185.96M of the company's shares outstanding (worth $2.4B).