NU — Nu Hldgs Ltd Institutional Holders · Q3 2026
Who owns Nu Hldgs Ltd (NU)? 22 institutions reported holding $5.55M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Systrade AG ($1.8M), Wedmont Private Capital ($1.1M), Legacy Wealth Asset Management, LLC ($645,495).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Systrade AG | $1.8M | 140,000 | Added |
| 2 | Wedmont Private Capital | $1.1M | 74,155 | Added |
| 3 | Legacy Wealth Asset Management, LLC | $645,495 | 50,987 | Added |
| 4 | Farther Finance Advisors, LLC | $423,021 | 33,414 | Added |
| 5 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $272,608 | 21,533 | Added |
| 6 | Breakwater Capital Group | $271,174 | 21,420 | Added |
| 7 | Oak Grove Capital LLC | $246,870 | 19,500 | Trimmed |
| 8 | DLK Investment Management, LLC | $164,580 | 13,000 | New |
| 9 | GAMMA Investing LLC | $162,339 | 12,823 | Added |
| 10 | Valeo Financial Advisors, LLC | $155,383 | 12,274 | New |
| 11 | Versant Capital Management, Inc | $137,855 | 10,889 | Added |
| 12 | MassMutual Private Wealth & Trust, FSB | $46,196 | 3,649 | Trimmed |
| 13 | GK Wealth Management LLC | $31,017 | 2,450 | New |
| 14 | ARMSTRONG ADVISORY GROUP, INC | $25,320 | 2,000 | Hold |
| 15 | TOTH FINANCIAL ADVISORY CORP | $18,497 | 1,461 | Trimmed |
| 16 | CX Institutional | $10,000 | 767 | Added |
| 17 | Grove Bank & Trust | $8,014 | 633 | Added |
| 18 | AMERICAN NATIONAL BANK & TRUST | $6,874 | 543 | Trimmed |
| 19 | ELEVATION WEALTH PARTNERS, LLC | $5,900 | 466 | Added |
| 20 | CoreCap Advisors, LLC | $899 | 71 | Trimmed |
| 21 | Trust Co | $418 | 33 | Hold |
| 22 | Overbrook Management Corp | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30