Who owns NU
Which tracked institutional funds hold NU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NU company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-21). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
193 tracked funds added or opened NU while 335 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
NU’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.2pp gap the other way — the median holder sizes NU more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in NU divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 811 tracked filers holding NU, 414 increased or opened the position and 489 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in NU between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 43
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$139M
- Rokos Capital Management LLP$38M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$37M
- Gotham Asset Management, LLC$19M
- COMGEST GLOBAL INVESTORS S.A.S.$18M
- Jupiter Topco LLC$14M
Full exits 110
- Amundi$190M
- SG Americas Securities, LLC$114M
- Qube Research & Technologies Ltd$100M
- NWI MANAGEMENT LP$89M
- Avala Global LP$71M
- Navi International - Administradora e Gestora de Recursos Financeiros Ltda.$58M
Largest adds
- BlackRock, Inc.$382M
- D1 Capital Partners L.P.$221M
- NORGES BANK$199M
- MAVERICK CAPITAL LTD$152M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$111M
- Aquamarine Financial (Cayman) Ltd$106M
Largest trims
- JENNISON ASSOCIATES LLC$515M
- BAILLIE GIFFORD & CO$471M
- MORGAN STANLEY$459M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$390M
- SANDS CAPITAL MANAGEMENT, LLC$327M
- Abu Dhabi Investment Council Co P.J.S.C$292M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 355,012,573 | $4.7B | 13.4% | 2026-Q2 |
| BAILLIE GIFFORD & CO trimmed | 229,930,331 | $3.1B | 8.6% | 2026-Q2 |
| Capital Research Global Investors added | 142,761,832 | $1.9B | 5.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 117,966,561 | $1.6B | 4.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 99,956,959 | $1.3B | 3.7% | 2026-Q2 |
| STATE STREET CORP added | 96,805,622 | $1.3B | 3.6% | 2026-Q2 |
| FMR LLC added | 75,611,219 | $1.0B | 2.8% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC added | 74,446,402 | $977M | 2.8% | 2026-Q2 |
| LONE PINE CAPITAL LLC added | 47,219,717 | $631M | 1.8% | 2026-Q2 |
| NORGES BANK added | 46,287,265 | $618M | 1.7% | 2026-Q2 |
| D1 Capital Partners L.P. added | 44,418,543 | $593M | 1.7% | 2026-Q2 |
| Technology Crossover Management X, Ltd. | 42,574,870 | $569M | 1.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 40,300,489 | $538M | 1.5% | 2026-Q2 |
| Kontiki Capital Management (HK) Ltd. added | 39,032,382 | $521M | 1.5% | 2026-Q2 |
| Ribbit Management Company, LLC added | 38,993,253 | $521M | 1.5% | 2026-Q2 |
| LARCH CAPITAL PARTNERS LLC added | 35,783,303 | $478M | 1.3% | 2026-Q2 |
| MAVERICK CAPITAL LTD added | 35,552,101 | $475M | 1.3% | 2026-Q2 |
| Legal & General Group Plc added | 32,384,447 | $433M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 30,378,285 | $406M | 1.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 30,198,550 | $401M | 1.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 29,338,410 | $392M | 1.1% | 2026-Q2 |
| COATUE MANAGEMENT LLC | 29,333,576 | $392M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 29,078,696 | $388M | 1.1% | 2026-Q2 |
| FIL Ltd added | 28,732,119 | $384M | 1.1% | 2026-Q2 |
| Coronation Fund Managers Ltd. added | 25,930,925 | $346M | 1.0% | 2026-Q2 |
| SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. added | 24,533,236 | $328M | 0.9% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 24,231,936 | $324M | 0.9% | 2026-Q2 |
| ATMOS CAPITAL GESTAO DE RECURSOS LTDA. added | 23,637,075 | $316M | 0.9% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 18,961,365 | $253M | 0.7% | 2026-Q2 |
| SOFTBANK GROUP CORP. | 17,842,116 | $238M | 0.7% | 2026-Q2 |
| Assenagon Asset Management S.A. trimmed | 16,858,523 | $225M | 0.6% | 2026-Q2 |
| Itau Unibanco Holding S.A. added | 14,867,176 | $197M | 0.6% | 2026-Q2 |
| a16z Perennial Management, L.P. added | 14,444,100 | $193M | 0.5% | 2026-Q2 |
| BANK OF NOVA SCOTIA trimmed | 14,419,060 | $193M | 0.5% | 2026-Q2 |
| Ninety One UK Ltd added | 14,146,892 | $189M | 0.5% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 14,116,561 | $189M | 0.5% | 2026-Q2 |
| Palestra Capital Management LLC added | 14,036,736 | $188M | 0.5% | 2026-Q2 |
| Nuveen, LLC added | 13,777,687 | $184M | 0.5% | 2026-Q2 |
| Artisan Partners Limited Partnership added | 12,687,151 | $170M | 0.5% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp added | 12,678,963 | $169M | 0.5% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC added | 12,630,867 | $169M | 0.5% | 2026-Q2 |
| SANDS CAPITAL MANAGEMENT, LLC trimmed | 12,475,806 | $167M | 0.5% | 2026-Q2 |
| CITIGROUP INC added | 12,385,567 | $165M | 0.5% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 12,009,118 | $160M | 0.5% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. trimmed | 11,835,541 | $158M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 11,298,661 | $151M | 0.4% | 2026-Q2 |
| TIGER GLOBAL MANAGEMENT LLC | 11,032,555 | $147M | 0.4% | 2026-Q2 |
| UBS Group AG added | 10,980,000 | $147M | 0.4% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 10,819,790 | $145M | 0.4% | 2026-Q2 |
| WASHINGTON UNIVERSITY | 10,566,927 | $141M | 0.4% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 10,256,465 | $139M | 0.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 10,247,580 | $137M | 0.4% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 10,008,815 | $134M | 0.4% | 2026-Q2 |
| Orbis Allan Gray Ltd added | 9,988,142 | $133M | 0.4% | 2026-Q2 |
| BARCLAYS PLC added | 9,918,501 | $133M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 9,316,805 | $124M | 0.4% | 2026-Q2 |
| WASATCH ADVISORS LP trimmed | 9,273,997 | $124M | 0.3% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 9,100,321 | $122M | 0.3% | 2026-Q2 |
| Aquamarine Financial (Cayman) Ltd added | 8,977,636 | $120M | 0.3% | 2026-Q2 |
| Foxhaven Asset Management, LP added | 8,715,386 | $116M | 0.3% | 2026-Q2 |
| Aberdeen Group plc trimmed | 8,588,364 | $115M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 8,403,366 | $112M | 0.3% | 2026-Q2 |
| Driehaus Capital Management LLC added | 8,314,486 | $111M | 0.3% | 2026-Q2 |
| Advent International, L.P. added | 8,204,793 | $110M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 8,095,233 | $108M | 0.3% | 2026-Q2 |
| SurgoCap Partners LP trimmed | 8,000,728 | $107M | 0.3% | 2026-Q2 |
| PBCay One RSC Ltd added | 7,934,798 | $106M | 0.3% | 2026-Q2 |
| Spear Holdings RSC Ltd added | 7,934,797 | $106M | 0.3% | 2026-Q2 |
| Polar Capital Holdings Plc trimmed | 7,703,636 | $103M | 0.3% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 7,596,051 | $101M | 0.3% | 2026-Q2 |
| Kora Management LP | 7,265,000 | $97M | 0.3% | 2026-Q2 |
| Mawer Investment Management Ltd. trimmed | 7,155,847 | $96M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 7,150,182 | $96M | 0.3% | 2026-Q2 |
| Sands Capital Alternatives, LLC added | 7,094,952 | $95M | 0.3% | 2026-Q2 |
| Perpetual Ltd added | 7,094,372 | $95M | 0.3% | 2026-Q2 |
| Holocene Advisors, LP added | 7,052,718 | $94M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 7,028,013 | $94M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 6,766,542 | $90M | 0.3% | 2026-Q2 |
| Sharp Capital Gestora de Recursos Ltda. added | 6,714,484 | $90M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System added | 6,654,957 | $89M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 6,535,332 | $87M | 0.2% | 2026-Q2 |
| USS Investment Management Ltd trimmed | 6,448,677 | $86M | 0.2% | 2026-Q2 |
| DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. added | 6,419,224 | $86M | 0.2% | 2026-Q2 |
| Capital World Investors trimmed | 6,087,429 | $81M | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 5,771,785 | $77M | 0.2% | 2026-Q2 |
| Absoluto Partners Gestao de Recursos Ltda added | 5,633,566 | $75M | 0.2% | 2026-Q2 |
| BAMCO INC /NY/ added | 5,597,914 | $75M | 0.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 5,432,803 | $73M | 0.2% | 2026-Q2 |
| SC US (TTGP), LTD. trimmed | 72,785,016 | $999M | 2.8% | 2025-Q2 stale |
| VANGUARD GROUP INC added | 24,814,878 | $415M | 1.2% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 16,269,800 | $272M | 0.8% | 2025-Q4 stale |
| Amundi trimmed | 13,212,335 | $190M | 0.5% | 2026-Q1 stale |
| Whale Rock Capital Management LLC trimmed | 10,755,918 | $180M | 0.5% | 2025-Q4 stale |
| SG Americas Securities, LLC added | 7,964,591 | $114M | 0.3% | 2026-Q1 stale |
| REDPOINT MANAGEMENT, LLC | 10,597,818 | $109M | 0.3% | 2025-Q1 stale |
| Qube Research & Technologies Ltd added | 6,947,307 | $100M | 0.3% | 2026-Q1 stale |
| NWI MANAGEMENT LP added | 6,201,400 | $89M | 0.3% | 2026-Q1 stale |
| Carrhae Capital LLP new | 4,942,239 | $83M | 0.2% | 2025-Q4 stale |
| OAKTREE CAPITAL MANAGEMENT LP trimmed | 4,479,175 | $75M | 0.2% | 2025-Q4 stale |
| Seven Springs Wealth Group, LLC trimmed | 4,657,043 | $75M | 0.2% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.