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Institutional Ownership · SEC Form 13F

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.

811
Institutional holders
2.82B
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added355,012,573$4.7B13.4%2026-Q2
BAILLIE GIFFORD & CO trimmed229,930,331$3.1B8.6%2026-Q2
Capital Research Global Investors added142,761,832$1.9B5.4%2026-Q2
MORGAN STANLEY trimmed117,966,561$1.6B4.4%2026-Q2
JPMORGAN CHASE & CO added99,956,959$1.3B3.7%2026-Q2
STATE STREET CORP added96,805,622$1.3B3.6%2026-Q2
FMR LLC added75,611,219$1.0B2.8%2026-Q2
WCM INVESTMENT MANAGEMENT, LLC added74,446,402$977M2.8%2026-Q2
LONE PINE CAPITAL LLC added47,219,717$631M1.8%2026-Q2
NORGES BANK added46,287,265$618M1.7%2026-Q2
D1 Capital Partners L.P. added44,418,543$593M1.7%2026-Q2
Technology Crossover Management X, Ltd.42,574,870$569M1.6%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed40,300,489$538M1.5%2026-Q2
Kontiki Capital Management (HK) Ltd. added39,032,382$521M1.5%2026-Q2
Ribbit Management Company, LLC added38,993,253$521M1.5%2026-Q2
LARCH CAPITAL PARTNERS LLC added35,783,303$478M1.3%2026-Q2
MAVERICK CAPITAL LTD added35,552,101$475M1.3%2026-Q2
Legal & General Group Plc added32,384,447$433M1.2%2026-Q2
GOLDMAN SACHS GROUP INC trimmed30,378,285$406M1.1%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added30,198,550$401M1.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ trimmed29,338,410$392M1.1%2026-Q2
COATUE MANAGEMENT LLC29,333,576$392M1.1%2026-Q2
NORTHERN TRUST CORP added29,078,696$388M1.1%2026-Q2
FIL Ltd added28,732,119$384M1.1%2026-Q2
Coronation Fund Managers Ltd. added25,930,925$346M1.0%2026-Q2
SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. added24,533,236$328M0.9%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added24,231,936$324M0.9%2026-Q2
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. added23,637,075$316M0.9%2026-Q2
Sumitomo Mitsui Trust Group, Inc. trimmed18,961,365$253M0.7%2026-Q2
SOFTBANK GROUP CORP.17,842,116$238M0.7%2026-Q2
Assenagon Asset Management S.A. trimmed16,858,523$225M0.6%2026-Q2
Itau Unibanco Holding S.A. added14,867,176$197M0.6%2026-Q2
a16z Perennial Management, L.P. added14,444,100$193M0.5%2026-Q2
BANK OF NOVA SCOTIA trimmed14,419,060$193M0.5%2026-Q2
Ninety One UK Ltd added14,146,892$189M0.5%2026-Q2
CANADA PENSION PLAN INVESTMENT BOARD trimmed14,116,561$189M0.5%2026-Q2
Palestra Capital Management LLC added14,036,736$188M0.5%2026-Q2
Nuveen, LLC added13,777,687$184M0.5%2026-Q2
Artisan Partners Limited Partnership added12,687,151$170M0.5%2026-Q2
Mitsubishi UFJ Trust & Banking Corp added12,678,963$169M0.5%2026-Q2
MANNING & NAPIER ADVISORS LLC added12,630,867$169M0.5%2026-Q2
SANDS CAPITAL MANAGEMENT, LLC trimmed12,475,806$167M0.5%2026-Q2
CITIGROUP INC added12,385,567$165M0.5%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added12,009,118$160M0.5%2026-Q2
Robeco Institutional Asset Management B.V. trimmed11,835,541$158M0.4%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added11,298,661$151M0.4%2026-Q2
TIGER GLOBAL MANAGEMENT LLC11,032,555$147M0.4%2026-Q2
UBS Group AG added10,980,000$147M0.4%2026-Q2
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed10,819,790$145M0.4%2026-Q2
WASHINGTON UNIVERSITY10,566,927$141M0.4%2026-Q2
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added10,256,465$139M0.4%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added10,247,580$137M0.4%2026-Q2
Fisher Asset Management, LLC trimmed10,008,815$134M0.4%2026-Q2
Orbis Allan Gray Ltd added9,988,142$133M0.4%2026-Q2
BARCLAYS PLC added9,918,501$133M0.4%2026-Q2
AMERIPRISE FINANCIAL INC trimmed9,316,805$124M0.4%2026-Q2
WASATCH ADVISORS LP trimmed9,273,997$124M0.3%2026-Q2
MARSHALL WACE, LLP trimmed9,100,321$122M0.3%2026-Q2
Aquamarine Financial (Cayman) Ltd added8,977,636$120M0.3%2026-Q2
Foxhaven Asset Management, LP added8,715,386$116M0.3%2026-Q2
Aberdeen Group plc trimmed8,588,364$115M0.3%2026-Q2
Bank of New York Mellon Corp added8,403,366$112M0.3%2026-Q2
Driehaus Capital Management LLC added8,314,486$111M0.3%2026-Q2
Advent International, L.P. added8,204,793$110M0.3%2026-Q2
HSBC HOLDINGS PLC added8,095,233$108M0.3%2026-Q2
SurgoCap Partners LP trimmed8,000,728$107M0.3%2026-Q2
PBCay One RSC Ltd added7,934,798$106M0.3%2026-Q2
Spear Holdings RSC Ltd added7,934,797$106M0.3%2026-Q2
Polar Capital Holdings Plc trimmed7,703,636$103M0.3%2026-Q2
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed7,596,051$101M0.3%2026-Q2
Kora Management LP7,265,000$97M0.3%2026-Q2
Mawer Investment Management Ltd. trimmed7,155,847$96M0.3%2026-Q2
SEI INVESTMENTS CO trimmed7,150,182$96M0.3%2026-Q2
Sands Capital Alternatives, LLC added7,094,952$95M0.3%2026-Q2
Perpetual Ltd added7,094,372$95M0.3%2026-Q2
Holocene Advisors, LP added7,052,718$94M0.3%2026-Q2
Swiss National Bank added7,028,013$94M0.3%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed6,766,542$90M0.3%2026-Q2
Sharp Capital Gestora de Recursos Ltda. added6,714,484$90M0.3%2026-Q2
California Public Employees Retirement System added6,654,957$89M0.3%2026-Q2
Russell Investments Group, Ltd. trimmed6,535,332$87M0.2%2026-Q2
USS Investment Management Ltd trimmed6,448,677$86M0.2%2026-Q2
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. added6,419,224$86M0.2%2026-Q2
Capital World Investors trimmed6,087,429$81M0.2%2026-Q2
Invesco Ltd. trimmed5,771,785$77M0.2%2026-Q2
Absoluto Partners Gestao de Recursos Ltda added5,633,566$75M0.2%2026-Q2
BAMCO INC /NY/ added5,597,914$75M0.2%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP added5,432,803$73M0.2%2026-Q2
SC US (TTGP), LTD. trimmed72,785,016$999M2.8%2025-Q2 stale
VANGUARD GROUP INC added24,814,878$415M1.2%2025-Q4 stale
TWO SIGMA ADVISERS, LP added16,269,800$272M0.8%2025-Q4 stale
Amundi trimmed13,212,335$190M0.5%2026-Q1 stale
Whale Rock Capital Management LLC trimmed10,755,918$180M0.5%2025-Q4 stale
SG Americas Securities, LLC added7,964,591$114M0.3%2026-Q1 stale
REDPOINT MANAGEMENT, LLC10,597,818$109M0.3%2025-Q1 stale
Qube Research & Technologies Ltd added6,947,307$100M0.3%2026-Q1 stale
NWI MANAGEMENT LP added6,201,400$89M0.3%2026-Q1 stale
Carrhae Capital LLP new4,942,239$83M0.2%2025-Q4 stale
OAKTREE CAPITAL MANAGEMENT LP trimmed4,479,175$75M0.2%2025-Q4 stale
Seven Springs Wealth Group, LLC trimmed4,657,043$75M0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership