# NU HLDGS LTD (NU)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/NU/

- Reporting holders: 20
- Reported value: $5.5M
- Held through calls: 0.0%
- Held through puts: 3.7%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Systrade AG](https://holderbook.com/funds/1818160-systrade-ag/) | $1.8M | 140,000 | 0.9% | 2 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.1M | 60,955 | 0.0% | 12 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $645.5K | 50,987 | 0.1% | 10 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $423.0K | 33,414 | 0.0% | 13 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $272.6K | 21,533 | 0.0% | 2 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $271.2K | 21,420 | 0.0% | 7 |
| [Oak Grove Capital LLC](https://holderbook.com/funds/1661762-oak-grove-capital-llc/) | $246.9K | 19,500 | 0.0% | 10 |
| [DLK Investment Management, LLC](https://holderbook.com/funds/2016793-dlk-investment-management-llc/) | $164.6K | 13,000 | 0.1% | 1 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $162.3K | 12,823 | 0.0% | 12 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $155.4K | 12,274 | 0.0% | 1 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $137.9K | 10,889 | 0.0% | 12 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $46.2K | 3,649 | 0.0% | 13 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $31.0K | 2,450 | 0.0% | 1 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $25.3K | 2,000 | 0.0% | 6 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $18.5K | 1,461 | 0.0% | 9 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $8.0K | 633 | 0.0% | 9 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $6.9K | 543 | 0.0% | 5 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $5.9K | 466 | 0.0% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $899 | 71 | 0.0% | 9 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $418 | 33 | 0.0% | 4 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $10 | 767 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 20 | $5.5M |
| Q2 2026 | 871 | $43.0B |
| Q1 2026 | 910 | $42.9B |
| Q4 2025 | 889 | $50.3B |
| Q3 2025 | 813 | $48.1B |
| Q2 2025 | 790 | $39.5B |
| Q1 2025 | 741 | $29.9B |
| Q4 2024 | 716 | $31.3B |
| Q3 2024 | 661 | $44.4B |
| Q2 2024 | 619 | $39.1B |
| Q1 2024 | 583 | $35.4B |
| Q4 2023 | 501 | $23.8B |