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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cornerstone Financial Management LlcBuy+131—131$2.19KQ4 2025Aug 28, 2026
Advisors Asset Management, Inc.Sell-73,378-100.0%0$0.00Q4 2025Aug 26, 2026
Verus Capital Partners, LlcBuy+7,666+24.7%38,700$647.84KQ4 2025Jul 09, 2026
Storebrand Asset Management AsBuy+56,248+2.7%2,157,817$36.12MQ4 2025May 20, 2026
National Philanthropic TrustBuy+1,991,855+575.0%2,338,259$39.14MQ4 2025May 15, 2026
Navi International - Administradora E Gestora De Recursos Financeiros Ltda.Buy+542,533—542,533$9.08MQ4 2025May 15, 2026
Strategic Wealth Partners, Ltd.Buy+656—656$10.98KQ4 2025May 12, 2026
Vision Retirement, LlcBuy+500—500$8.37KQ4 2025May 07, 2026
Osbon Capital Management LlcBuy+13,557—13,557$226.94KQ4 2025Mar 16, 2026
Arp Global Capital LtdBuy+336,197—336,197$5.63MQ4 2025Mar 13, 2026
Larry Mathis Financial Planning, LlcBuy+43,100—43,100$721.49KQ4 2025Mar 11, 2026
Hsbc Holdings PlcBuy+1,430,470—1,430,470$24.02MQ4 2025Mar 06, 2026
Shp Wealth ManagementBuy+112—112$1.88KQ4 2025Mar 04, 2026
Oak Grove Capital LlcBuy+20,050—20,050$335.64KQ4 2025Feb 26, 2026
Anchor Investment Management, LlcBuy+2,400—2,400$40.18KQ4 2025Feb 26, 2026
Midfirst BankBuy+500—500$8.37KQ4 2025Feb 25, 2026
Tru Independence Asset Management 2, LlcBuy+20,000—20,000$334.80KQ4 2025Feb 24, 2026
Bell Investment Advisors, IncBuy+716—716$11.99KQ4 2025Feb 24, 2026
Kera Capital Partners, Inc.Buy+630,649—630,649$11.19MQ4 2025Feb 23, 2026
Vinland Capital Management Gestora De Recursos Ltda.Sell-3,415-10.8%28,144$512.73KQ4 2025Feb 23, 2026
Wealth Preservation Advisors, LlcBuy+35—35$586.00Q4 2025Feb 23, 2026
Larch Capital Partners LlcBuy+36,190,501—36,190,501$605.83MQ4 2025Feb 20, 2026
Sunbelt Securities, Inc.Buy+350—350$5.86KQ4 2025Feb 20, 2026
Corient Private Wealth LlcBuy+126,538—126,538$2.12MQ4 2025Feb 19, 2026
Compound Planning, Inc.Buy+67,241—67,241$1.13MQ4 2025Feb 19, 2026
First Growth Capital LlcBuy+17,174—17,174$299.00KQ4 2025Feb 19, 2026
Tmb Capital Partners, LlcBuy+11,211—11,211$187.67KQ4 2025Feb 19, 2026
Mcguire Capital Advisors IncBuy+500—500$8.37KQ4 2025Feb 19, 2026
Absoluto Partners Gestao De Recursos LtdaBuy+3,008,189—3,008,189$50.78MQ4 2025Feb 18, 2026
Sylebra Capital LlcBuy+1,109,223—1,109,223$18.57MQ4 2025Feb 18, 2026
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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.