Nu Ownership | Who Owns Nu?

Overview Forecast RevenueFinancials Chart Transcripts

Nu Ownership Summary

Nu is owned by 61.98% institutional investors, 7.28% insiders, and 30.74% retail investors. Sc us (ttgp) is the largest institutional shareholder, holding 5.26% of NU shares. Capital Group EuroPacific Growth Comp is the top mutual fund, with 2.42% of its assets in Nu shares.

NU Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Nu	61.98%	7.28%	30.74%
Sector	Financial Services Stocks	43.60%	12.77%	43.63%
Industry	Diversified Banks Stocks	37.83%	1.12%	61.05%
Idea	Digital Banking Stocks List	76.59%	6.91%	16.50%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Sc us (ttgp)	251.30M	5.26%	$3.24B
Capital research global investors	217.50M	4.56%	$2.80B
Baillie gifford	185.96M	3.90%	$2.40B
Berkshire hathaway	107.12M	2.24%	$1.38B
Jpmorgan chase	105.01M	2.20%	$1.35B
Wcm investment management	100.50M	2.11%	$1.30B
Blackrock	92.16M	1.93%	$1.19B
Jennison associates	90.32M	1.89%	$1.16B
Sands capital management	79.34M	1.66%	$1.02B
Technology crossover management x	69.73M	1.46%	$898.78M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Technology crossover management x	69.73M	88.68%	$898.78M
Washington university	14.41M	84.53%	$185.72M
Dynamo administracao de recursos ltda.	1.01M	80.49%	$13.07M
Dynamo internacional gestao de recursos ltda.	25.88M	56.89%	$333.65M
Sharp capital gestora de recursos ltda.	6.60M	44.88%	$85.02M
Redpoint management	21.20M	43.39%	$273.21M
Atmos capital gestao de recursos ltda.	19.95M	36.04%	$257.14M
Sands capital ventures	7.33M	31.64%	$94.46M
Absoluto partners gestao de recursos ltda	3.74M	27.89%	$45.36M
Constellation investimentos e participacoes ltda	4.25M	27.26%	$54.74M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	35.52M	0.07%	35.52M
Blackrock	92.16M	0.03%	22.76M
Baillie gifford	185.96M	1.87%	16.51M
A16z perennial management	15.38M	18.08%	15.38M
Arrowstreet capital, limited partnership	18.21M	0.21%	14.94M

Top Sellers

Holder	Shares	% Assets	Change
D1 capital partners	-	-	-14.61M
Jane street group	30.03M	0.09%	-13.67M
Sands capital management	79.34M	3.01%	-9.22M
Two sigma investments, lp	9.28M	0.27%	-8.72M
Voloridge investment management	427.34K	0.02%	-8.25M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	35.52M	0.07%	35.52M	$457.82M
A16z perennial management	15.38M	18.08%	15.38M	$198.23M
Westfield capital management co lp	4.16M	0.26%	4.16M	$53.62M
Teacher retirement system of texas	2.40M	0.18%	2.40M	$30.91M
Lord, abbett	1.91M	0.08%	1.91M	$24.57M

Sold Out

Holder	Change
Investors research	-20.00
Financial gravity asset management	-34.00
Triad wealth partners	-100.00
Kelly financial services	-172.00
Pacific capital wealth advisors	-178.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	687	6.35%	2,973,498,383	6.43%	61	1.82%	335	-7.97%	235	35.84%
Jun 30, 2024	638	5.63%	2,791,894,735	6.03%	58	1.89%	357	-0.83%	172	13.91%
Mar 31, 2024	604	11.44%	2,633,085,953	1.25%	55	1.86%	360	17.65%	151	15.27%
Dec 31, 2023	542	21.80%	2,600,685,750	3.04%	54	1.92%	306	18.60%	131	42.39%
Sep 30, 2023	445	14.69%	2,524,000,369	-0.81%	53	1.83%	258	30.96%	92	-1.08%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Capital Group EuroPacific Growth Comp	115.88M	2.42%	5.22M
American Funds Europacific Growth A	115.88M	2.42%	5.22M
Vanguard International Growth Inv	69.09M	1.44%	8.44M
Capital Group New Geography Equity Comp	60.59M	1.26%	8.19M
American Funds New World A	60.59M	1.26%	8.19M
WCM Focused International Growth Instl	36.01M	0.75%	-2.29M
WCM Inv Mgt Focused Growth Intl	36.01M	0.75%	-2.29M
Capital Group New Economy Comp	28.97M	0.60%	-
American Funds New Economy A	28.97M	0.60%	-
Capital Group Growth Fnd of Amer Comp	28.90M	0.60%	2.75M

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jan 05, 2015	SCHWEIGER WERNER J	Executive VP and COO	Sell	$670.46K
Jan 06, 2015	SCHWEIGER WERNER J	Executive VP and COO	Sell	$675.00K
Jan 06, 2015	SCHWEIGER WERNER J	Executive VP and COO	Sell	$675.00K
Jan 05, 2015	SCHWEIGER WERNER J	Executive VP and COO	Sell	$670.46K
Nov 28, 2014	JUDGE JAMES J	EVP & CFO	Sell	$2.32M

Insider Transactions Trends

Date	Buy	Sell
2015 Q1	-	2
2014 Q4	-	1
2014 Q1	-	-
2013 Q4	-	1
2013 Q1	-	1

NU Ownership FAQ

Who Owns Nu?

Nu shareholders are primarily institutional investors at 61.98%, followed by 7.28% insiders and 30.74% retail investors. The average institutional ownership in Nu's industry, Diversified Banks Stocks, is 37.83%, which Nu exceeds.

Who owns the most shares of Nu?

Nu’s largest shareholders are Sc us (ttgp) (251.3M shares, 5.26%), Capital research global investors (217.5M shares, 4.56%), and Baillie gifford (185.96M shares, 3.90%). Together, they hold 13.72% of Nu’s total shares outstanding.

Does Blackrock own Nu?

Yes, BlackRock owns 1.93% of Nu, totaling 92.16M shares as of Jun 2024. This represents 0.03% of BlackRock's total assets, with a market value of 1.19B$. In the last quarter, BlackRock increased its holdings by 22.76M shares, a 32.80% change.

Who is Nu’s biggest shareholder by percentage of total assets invested?

Technology crossover management x is Nu’s biggest shareholder by percentage of total assets invested, with 88.68% of its assets in 69.73M Nu shares, valued at 898.78M$.

Who is the top mutual fund holder of Nu shares?

Capital Group EuroPacific Growth Comp is the top mutual fund holder of Nu shares, with 2.42% of its total shares outstanding invested in 115.88M Nu shares.

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