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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Larch Capital Partners Llc, Absoluto Partners Gestao De Recursos Ltda, National Philanthropic Trust, Hsbc Holdings Plc, and Sylebra Capital Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cornerstone Financial Management Llc | Buy | +131 | — | 131 | $2.19K | Q4 2025 | Aug 28, 2026 |
| Advisors Asset Management, Inc. | Sell | -73,378 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Verus Capital Partners, Llc | Buy | +7,666 | +24.7% | 38,700 | $647.84K | Q4 2025 | Jul 09, 2026 |
| Storebrand Asset Management As | Buy | +56,248 | +2.7% | 2,157,817 | $36.12M | Q4 2025 | May 20, 2026 |
| National Philanthropic Trust | Buy | +1,991,855 | +575.0% | 2,338,259 | $39.14M | Q4 2025 | May 15, 2026 |
| Navi International - Administradora E Gestora De Recursos Financeiros Ltda. | Buy | +542,533 | — | 542,533 | $9.08M | Q4 2025 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +656 | — | 656 | $10.98K | Q4 2025 | May 12, 2026 |
| Vision Retirement, Llc | Buy | +500 | — | 500 | $8.37K | Q4 2025 | May 07, 2026 |
| Osbon Capital Management Llc | Buy | +13,557 | — | 13,557 | $226.94K | Q4 2025 | Mar 16, 2026 |
| Arp Global Capital Ltd | Buy | +336,197 | — | 336,197 | $5.63M | Q4 2025 | Mar 13, 2026 |
| Larry Mathis Financial Planning, Llc | Buy | +43,100 | — | 43,100 | $721.49K | Q4 2025 | Mar 11, 2026 |
| Hsbc Holdings Plc | Buy | +1,430,470 | — | 1,430,470 | $24.02M | Q4 2025 | Mar 06, 2026 |
| Shp Wealth Management | Buy | +112 | — | 112 | $1.88K | Q4 2025 | Mar 04, 2026 |
| Oak Grove Capital Llc | Buy | +20,050 | — | 20,050 | $335.64K | Q4 2025 | Feb 26, 2026 |
| Anchor Investment Management, Llc | Buy | +2,400 | — | 2,400 | $40.18K | Q4 2025 | Feb 26, 2026 |
| Midfirst Bank | Buy | +500 | — | 500 | $8.37K | Q4 2025 | Feb 25, 2026 |
| Tru Independence Asset Management 2, Llc | Buy | +20,000 | — | 20,000 | $334.80K | Q4 2025 | Feb 24, 2026 |
| Bell Investment Advisors, Inc | Buy | +716 | — | 716 | $11.99K | Q4 2025 | Feb 24, 2026 |
| Kera Capital Partners, Inc. | Buy | +630,649 | — | 630,649 | $11.19M | Q4 2025 | Feb 23, 2026 |
| Vinland Capital Management Gestora De Recursos Ltda. | Sell | -3,415 | -10.8% | 28,144 | $512.73K | Q4 2025 | Feb 23, 2026 |
| Wealth Preservation Advisors, Llc | Buy | +35 | — | 35 | $586.00 | Q4 2025 | Feb 23, 2026 |
| Larch Capital Partners Llc | Buy | +36,190,501 | — | 36,190,501 | $605.83M | Q4 2025 | Feb 20, 2026 |
| Sunbelt Securities, Inc. | Buy | +350 | — | 350 | $5.86K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +126,538 | — | 126,538 | $2.12M | Q4 2025 | Feb 19, 2026 |
| Compound Planning, Inc. | Buy | +67,241 | — | 67,241 | $1.13M | Q4 2025 | Feb 19, 2026 |
| First Growth Capital Llc | Buy | +17,174 | — | 17,174 | $299.00K | Q4 2025 | Feb 19, 2026 |
| Tmb Capital Partners, Llc | Buy | +11,211 | — | 11,211 | $187.67K | Q4 2025 | Feb 19, 2026 |
| Mcguire Capital Advisors Inc | Buy | +500 | — | 500 | $8.37K | Q4 2025 | Feb 19, 2026 |
| Absoluto Partners Gestao De Recursos Ltda | Buy | +3,008,189 | — | 3,008,189 | $50.78M | Q4 2025 | Feb 18, 2026 |
| Sylebra Capital Llc | Buy | +1,109,223 | — | 1,109,223 | $18.57M | Q4 2025 | Feb 18, 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
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