NU HLDGS LTD (NU) Institutional Ownership Changes & 13F Activity
NU HLDGS LTD (NU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, California State Teachers Retirement System, D1 Capital Partners L.P., Aspex Management (Hk) Ltd, and Citadel Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | Buy | +749,839 | +82.9% | 1,654,324 | $22.10M | Q2 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Buy | +34,446 | +76.2% | 79,673 | $1.06M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -57 | -5.6% | 964 | $12.88K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -1,786,815 | -47.1% | 2,003,442 | $26.77M | Q2 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Buy | +1,697,611 | +119.5% | 3,117,629 | $43.07M | Q2 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -3 | -1.7% | 172 | $2.30K | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Sell | -394 | -67.7% | 188 | $2.51K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Buy | +193,758 | +126.5% | 346,958 | $4.64M | Q2 2026 | Aug 27, 2026 |
| Dakota Wealth Management | Sell | -91,044 | -100.0% | 0 | $0.00 | Q2 2026 | Aug 26, 2026 |
| Groupe La Francaise | Buy | +872,703 | — | 872,703 | $11.67M | Q2 2026 | Aug 25, 2026 |
| California State Teachers Retirement System | Buy | +24,112,985 | +1333.7% | 25,920,978 | $25.92M | Q2 2026 | Aug 24, 2026 |
| Vancity Investment Management Ltd | Buy | +13,586 | +75.6% | 31,557 | $422.00K | Q2 2026 | Aug 24, 2026 |
| Assenagon Asset Management S.A. | Buy | +1,181,955 | +3.6% | 33,717,046 | $450.46M | Q2 2026 | Aug 21, 2026 |
| Harvest Fund Management Co., Ltd | Sell | -659 | -1.7% | 37,837 | $506.00K | Q2 2026 | Aug 20, 2026 |
| Cantor Fitzgerald, L. P. | Buy | +118,300 | +577.1% | 138,800 | $1.85M | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Buy | +109,471 | +41.1% | 375,630 | $5.02M | Q2 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Buy | +51,600 | +118.5% | 95,150 | $1.27M | Q2 2026 | Aug 19, 2026 |
| Liontrust Investment Partners Llp | Buy | +70,270 | +8.9% | 863,541 | $11.54M | Q2 2026 | Aug 18, 2026 |
| Orion Capital Management Llc | Buy | +2,300 | +10.0% | 25,200 | $336.67K | Q2 2026 | Aug 18, 2026 |
| Pin Oak Investment Advisors Inc | Buy | +257 | +100.0% | 514 | $4.00K | Q2 2026 | Aug 18, 2026 |
| Public Employees Retirement System Of Ohio | Buy | +424,834 | +14.4% | 3,383,483 | $45.20M | Q2 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Sell | -97,563 | -23.6% | 316,512 | $4.23M | Q2 2026 | Aug 17, 2026 |
| Larch Capital Partners Llc | Buy | +27,206 | +0.1% | 35,783,303 | $478.06M | Q2 2026 | Aug 17, 2026 |
| Jefferies Financial Group Inc. | Buy | +22,689 | — | 22,689 | $303.13K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -10,658 | -20.4% | 41,545 | $555.04K | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -1,368 | -8.9% | 13,975 | $186.71K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -5 | -7.7% | 60 | $801.00 | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Sell | -31,418,823 | -77.1% | 9,316,805 | $124.47M | Q2 2026 | Aug 14, 2026 |
| D1 Capital Partners L.P. | Buy | +18,527,842 | +71.6% | 44,418,543 | $593.43M | Q2 2026 | Aug 14, 2026 |
| Aspex Management (Hk) Ltd | Buy | +16,289,511 | — | 16,289,511 | $217.63M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about NU activity
Which institutional owners are buying NU?
Institutional owners buying NU include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in NU activity?
"Buy" means an investor increased their reported position in NU compared to the prior reporting period. This reflects growing exposure to NU HLDGS LTD (NU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in NU increasing?
Institutional interest in NU can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related NU Institutional Insights
- NU Overview
- NU 13F Institutional Holders
- NU Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- NU Insider Trading & SEC Form 4 Activity
- NU Articles
- Top Institutional Investor Stock Rankings