Nu Ownership 2024 | Who Owns Nu Now?

Overview Forecast RevenueFinancials Chart Transcripts

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

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Feb 05, 2015	SCHWEIGER WERNER J	officer	Executive VP and COO	F-InKind	Sell	2,488	$55.80	$138.83K	148,398
Feb 05, 2015	SCHWEIGER WERNER J	officer	Executive VP and COO	F-InKind	Sell	2,488	$55.80	$138.83K	148,398
Feb 05, 2015	NOLAN JOSEPH R JR	officer	SVP-Corporate Relations	F-InKind	Sell	1,289	$55.80	$71.93K	57,235
Feb 05, 2015	MAY THOMAS J	officer, other	Chrmn of Bd, President & CEO	F-InKind	Sell	14,361	$55.80	$801.34K	356,272
Feb 05, 2015	JUDGE JAMES J	officer	EVP & CFO	F-InKind	Sell	2,770	$55.80	$154.57K	169,581
Feb 05, 2015	Carmody Christine M	officer	SVP - Human Resources	F-InKind	Sell	1,112	$55.80	$62.05K	63,651

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Feb 17, 2015	CLOUD SANFORD JR		-		Buy	-	-	-	-
Feb 05, 2015	SCHWEIGER WERNER J	officer	Executive VP and COO	A-Award	Buy	9,700	-	-	150,886
Feb 05, 2015	SCHWEIGER WERNER J	officer	Executive VP and COO	A-Award	Buy	9,700	-	-	150,886
Feb 05, 2015	SCHWEIGER WERNER J	officer	Executive VP and COO	F-InKind	Sell	2,488	$55.80	$138.83K	148,398
Feb 05, 2015	SCHWEIGER WERNER J	officer	Executive VP and COO	F-InKind	Sell	2,488	$55.80	$138.83K	148,398
Feb 05, 2015	Olivier Leon J	officer	EVP-Business Development	A-Award	Buy	10,300	-	-	159,785
Feb 05, 2015	NOLAN JOSEPH R JR	officer	SVP-Corporate Relations	A-Award	Buy	3,800	-	-	58,524
Feb 05, 2015	NOLAN JOSEPH R JR	officer	SVP-Corporate Relations	F-InKind	Sell	1,289	$55.80	$71.93K	57,235
Feb 05, 2015	McHale David R	officer	EVP and Chief Admin Off	A-Award	Buy	9,800	-	-	161,593
Feb 05, 2015	MAY THOMAS J	officer, other	Chrmn of Bd, President & CEO	A-Award	Buy	50,100	-	-	370,633
Feb 05, 2015	MAY THOMAS J	officer, other	Chrmn of Bd, President & CEO	F-InKind	Sell	14,361	$55.80	$801.34K	356,272
Feb 05, 2015	JUDGE JAMES J	officer	EVP & CFO	A-Award	Buy	9,800	-	-	172,351
Feb 05, 2015	JUDGE JAMES J	officer	EVP & CFO	F-InKind	Sell	2,770	$55.80	$154.57K	169,581
Feb 05, 2015	Carmody Christine M	officer	SVP - Human Resources	A-Award	Buy	3,500	-	-	64,763
Feb 05, 2015	Carmody Christine M	officer	SVP - Human Resources	F-InKind	Sell	1,112	$55.80	$62.05K	63,651
Jan 20, 2015	WRAASE DENNIS R	other	Trustee	A-Award	Buy	1,863	-	-	21,317
Jan 20, 2015	VAN FAASEN WILLIAM C	other	Trustee	A-Award	Buy	1,863	-	-	8,506
Jan 20, 2015	Leibler Kenneth R	other	Trustee	A-Award	Buy	1,863	-	-	27,278
Jan 20, 2015	GIFFORD CHARLES K	other	Trustee	A-Award	Buy	1,863	-	-	14,699
Jan 20, 2015	LACAMERA PAUL A	other	Trustee	A-Award	Buy	1,863	-	-	7,046

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 Peer Ownership

Ticker	Company
BCS	Barclays PLC
JPM	JPMorgan Chase & Co.
BAC	Bank of America Corporation
HSBC	HSBC Holdings plc
RY	Royal Bank of Canada
TD	The Toronto-Dominion Bank
UBS	UBS Group AG
C	Citigroup Inc.
WFC	Wells Fargo & Company

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).