HolderBook

NU HLDGS LTD (NU)

Institutional ownership reported to the SEC as of Q3 2026, across 20 quarters.

20
Reporting holders
$5.5M
Reported value
0.0%
Calls
3.7%
Puts
-851
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Systrade AG$1.8M140,0000.90%2q+1300.0%+$1.6M
Wedmont Private Capital$1.1M60,9550.03%12q+20.1%+$190.6K
Legacy Wealth Asset Management, LLC$645.5K50,9870.14%10qHELD
Farther Finance Advisors, LLC$423.0K33,4140.00%13q+81.0%+$189.3K
CONFLUENCE INVESTMENT MANAGEMENT LLC$272.6K21,5330.00%2q+0.7%+$1.9K
Breakwater Capital Group$271.2K21,4200.03%7q+0.7%+$1.9K
Oak Grove Capital LLC$246.9K19,5000.01%10q-4.8%-$12.5K
DLK Investment Management, LLC$164.6K13,0000.06%newNEW
GAMMA Investing LLC$162.3K12,8230.01%12q+14.3%+$20.3K
Valeo Financial Advisors, LLC$155.4K12,2740.00%newNEW
Versant Capital Management, Inc$137.9K10,8890.01%12q+23.2%+$26.0K
MassMutual Private Wealth & Trust, FSB$46.2K3,6490.00%13q-1.3%
GK Wealth Management LLC$31.0K2,4500.02%newNEW
ARMSTRONG ADVISORY GROUP, INC$25.3K2,0000.00%6qHELD
TOTH FINANCIAL ADVISORY CORP$18.5K1,4610.00%9q-12.9%-$2.7K
Grove Bank & Trust$8.0K6330.00%9q+175.2%+$5.1K
AMERICAN NATIONAL BANK & TRUST$6.9K5430.00%5q-26.8%-$2.5K
ELEVATION WEALTH PARTNERS, LLC$5.9K4660.00%2q+62.9%+$2.3K
CoreCap Advisors, LLC$899710.00%9q-15.5%
Trust Co$418330.00%4qHELD
CX Institutional$107670.00%3q+190.5%

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-0313G/ABAILLIE GIFFORD & CO6.0%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-14Fragelli Henrique Camossa SaldanhaChief Risk OfficerSold221,707$3.5M
2026-08-25Junqueira Cristina Helena ZingarettiUS CEO & Chief Growth OfficerSold65,000$956.5K
2026-08-14Junqueira Cristina Helena ZingarettiUS CEO & Chief Growth OfficerSold50,000$790.0K
2026-10-05Junqueira Cristina Helena ZingarettiUS CEO and Chief Growth OffcrSold25,000$375.4K
2026-08-24Junqueira Cristina Helena ZingarettiUS CEO & Chief Growth OfficerSold25,000$375.0K
2026-05-15Sands Anita MDirectorSold21,000$257.0K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202620$5.5M408,1013953.7%
Q2 2026871$43.0B3,019,062,8641013302976.3%
Q1 2026910$42.9B2,887,578,0221203133003.0%
Q4 2025889$50.3B2,877,109,8651183592284.3%
Q3 2025813$48.1B2,869,037,9631153332364.5%
Q2 2025790$39.5B2,766,845,8621303112204.0%
Q1 2025741$29.9B2,814,661,0331263091973.1%
Q4 2024716$31.3B2,917,533,4921272272423.4%
Q3 2024661$44.4B3,152,240,5091242042243.1%
Q2 2024619$39.1B2,953,274,214952481672.7%
Q1 2024583$35.4B2,899,951,6771432031522.5%
Q4 2023501$23.8B2,785,546,4681181781242.8%
Q3 2023411$19.6B2,589,622,68688171844.0%
Q2 2023359$21.0B2,560,918,85392102923.6%
Q1 2023304$12.1B2,485,664,15073104562.0%
Q4 2022267$10.1B2,439,392,0305088631.4%
Q3 2022253$9.9B2,205,301,7756992441.4%
Q2 2022209$8.6B2,266,960,4238962241.4%
Q1 2022145$18.1B2,329,691,4605432320.8%
Q4 2021138$21.4B2,288,733,740135000.1%