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NU (NU) Institutional Ownership

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$12.04 -0.18 (-1.47%)
Closing price 08/1/2025 03:59 PM Eastern
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$12.02 -0.01 (-0.12%)
As of 08/1/2025 07:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for NU (NYSE:NU)

Current
Institutional Ownership
Percentage
84.02%
Number of
Institutional Buyers
(last 12 months)
545
Total
Institutional Inflows
(last 12 months)
$7.06B
Number of
Institutional Sellers
(last 12 months)
325
Total
Institutional Outflows
(last 12 months)
$4.83B
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NU Institutional Buying and Selling by Quarter

NU Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Jennison Associates LLC41,962,679$575.73M0.3%+38.1%0.871%
8/1/2025a16z Perennial Management L.P.15,585,200$213.83M16.6%-2.2%0.323%
8/1/2025AustralianSuper Pty Ltd1,856,106$25.47M0.1%+1,530.1%0.039%
8/1/2025Teacher Retirement System of Texas406,839$5.58M0.0%-35.3%0.008%
8/1/2025Y Intercept Hong Kong Ltd2,319,643$31.83M0.8%N/A0.048%
8/1/2025Transcend Capital Advisors LLC16,770$230K0.0%-22.5%0.000%
8/1/2025Oak Grove Capital LLC54,850$753K0.1%-86.5%0.001%
8/1/2025Bessemer Group Inc.148,464$2.04M0.0%+2.4%0.003%
8/1/2025Envestnet Asset Management Inc.3,368,242$46.21M0.0%+0.5%0.070%
7/31/2025 Nisa Investment Advisors LLC87,800$1.21M0.0%+1,363.3%0.002%
7/31/2025 Orion Capital Management LLC15,300$210K0.1%+188.7%0.000%
7/31/2025 Whipplewood Advisors LLC6,223$85K0.0%+76.9%0.000%
7/31/2025 Interchange Capital Partners LLC23,086$317K0.1%+19.5%0.000%
7/31/2025 Leavell Investment Management Inc.28,165$386K0.0%+13.6%0.001%
7/31/2025 Focus Partners Advisor Solutions LLC18,932$260K0.0%+18.5%0.000%
7/31/2025 State of New Jersey Common Pension Fund D1,885,857$25.87M0.1%+21.5%0.039%
7/31/2025 Sumitomo Mitsui Trust Group Inc.11,991,372$164.52M0.1%-3.0%0.249%
7/31/2025 Asset Management One Co. Ltd.513,057$7.04M0.0%+1.5%0.011%
7/31/2025 R Squared Ltd20,720$284K0.2%N/A0.000%
7/31/2025 AlTi Global Inc.61,782$813K0.0%-30.8%0.001%
7/31/2025 Carnegie Investment Counsel962,360$13.20M0.3%-35.4%0.020%
7/30/2025 Bleakley Financial Group LLC34,900$479K0.0%+57.1%0.001%
7/30/2025 Ethic Inc.75,985$1.01M0.0%-59.7%0.002%
7/30/2025 ARK Investment Management LLC1,173,675$16.10M0.1%-7.9%0.024%
7/30/2025 FNY Investment Advisers LLC3,342$45K0.0%+334,100.0%0.000%
7/30/2025 D.A. Davidson & CO.14,945$205K0.0%-54.1%0.000%
7/30/2025 Coronation Fund Managers Ltd.16,013,757$219.71M11.9%+1.0%0.332%
7/30/2025 Whittier Trust Co. of Nevada Inc.95,879$1.32M0.0%+39.9%0.002%
7/30/2025 Whittier Trust Co.157,862$2.17M0.0%+10.7%0.003%
7/30/2025 Financial Perspectives Inc37,517$515K0.2%+14.0%0.001%
7/30/2025 Drive Wealth Management LLC12,569$172K0.0%N/A0.000%
7/29/2025 Calamos Wealth Management LLC506,031$6.94M0.3%N/A0.011%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al151,500$2.08M0.0%N/A0.003%
7/29/2025 William Blair Investment Management LLC6,874,531$94.32M0.3%+9.3%0.143%
7/29/2025 AssuredPartners Investment Advisors LLC13,266$182K0.0%-15.3%0.000%
7/29/2025 TFC Financial Management Inc.1,880$26K0.0%-39.6%0.000%
7/29/2025 INCA Investments LLC1,864,199$25.58M9.9%+82.1%0.039%
7/29/2025 WCM Investment Management LLC73,819,172$978.10M2.2%-4.1%1.532%
7/28/2025 Allianz Asset Management GmbH186,735$2.56M0.0%N/A0.004%
7/28/2025 Interchange Capital Partners LLC11,421$157K0.2%-40.9%0.000%
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7/28/2025 Harbour Investments Inc.24,697$339K0.0%-54.4%0.001%
7/28/2025Equitable Trust Co.182,657$2.51M0.1%+1.2%0.004%
7/28/2025 TD Asset Management Inc1,078,370$14.80M0.0%-9.3%0.022%
7/28/2025 Moran Wealth Management LLC244,951$3.36M0.1%-69.1%0.005%
7/28/2025 Penbrook Management LLC50,065$687K0.5%-2.2%0.001%
7/28/2025 Cornerstone Wealth Group LLC51,098$701K0.1%+35.7%0.001%
7/25/2025 Verdence Capital Advisors LLC43,704$600K0.0%+3.2%0.001%
7/25/2025 Atria Wealth Solutions Inc.31,662$433K0.0%+99.6%0.001%
7/25/2025 Envestnet Portfolio Solutions Inc.37,549$515K0.0%+39.4%0.001%
7/25/2025 Sequoia Financial Advisors LLC170,485$2.34M0.0%+3.4%0.004%
7/25/2025 Yousif Capital Management LLC91,251$1.25M0.0%-1.8%0.002%
7/25/2025 MGO One Seven LLC11,729$161K0.0%N/A0.000%
7/25/2025 LRI Investments LLC27,619$379K0.0%+105.3%0.001%
7/25/2025 CWM LLC81,639$1.12M0.0%+8.8%0.002%
7/25/2025 Vanguard Personalized Indexing Management LLC64,052$879K0.0%+87.1%0.001%
7/25/2025 1858 Wealth Management LLC120,062$1.65M1.2%+182.6%0.002%
7/25/2025 GFS Advisors LLC1,088,655$14.94M2.0%-32.2%0.023%
7/25/2025 Milestones Administradora de Recursos Ltda.1,484,000$20.36M7.0%+7.2%0.031%
7/25/2025 Constellation Investimentos e Participacoes Ltda1,385,541$19.01M34.0%+80.0%0.029%
7/24/2025 Aberdeen Group plc13,005,978$179.81M0.3%+0.3%0.270%
7/24/2025 PDS Planning Inc13,033$179K0.0%+17.2%0.000%
7/24/2025 Blue Trust Inc.31,575$433K0.0%+8.7%0.001%
7/24/2025 IFP Advisors Inc43,956$612K0.0%-19.1%0.001%
7/24/2025 Callan Family Office LLC26,344$361K0.0%N/A0.001%
7/24/2025 US Bancorp DE274,399$3.77M0.0%+5.1%0.006%
7/23/2025 Broderick Brian C74,658$1.02M0.2%+137.3%0.002%
7/23/2025 Triasima Portfolio Management inc.254,379$3.49M0.6%-19.6%0.005%
7/23/2025 Prasad Wealth Partners LLC125,777$1.73M0.5%+17.6%0.003%
7/23/2025 KLP Kapitalforvaltning AS723,400$9.93M0.0%+2.3%0.015%
7/23/2025 Spear Holdings RSC Ltd3,269,586$44.86M3.3%N/A0.068%
7/23/2025 Country Club Bank149,476$1.98M0.1%-3.3%0.003%
7/22/2025 D.B. Root & Company LLC11,832$162K0.0%N/A0.000%
7/22/2025 Belpointe Asset Management LLC47,226$648K0.0%N/A0.001%
7/22/2025 Valeo Financial Advisors LLC64,814$889K0.0%N/A0.001%
7/22/2025 Carolina Wealth Advisors LLC74,405$1.02M0.5%+31.5%0.002%
7/22/2025 Sava Infond d.o.o.60,000$823K0.1%N/A0.001%
7/21/2025 Matthews International Capital Management LLC104,239$1.43M0.3%-63.0%0.002%
7/21/2025 Fortis Capital Advisors LLC47,226$648K0.1%N/A0.001%
7/21/2025 Vaughan Nelson Investment Management L.P.615,585$8.45M0.1%+2,221.2%0.013%
7/21/2025 Ascent Group LLC10,787$148K0.0%-9.5%0.000%
7/21/2025 Ameritas Advisory Services LLC2,610$36K0.0%N/A0.000%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management19,309$265K0.0%+17.0%0.000%
7/21/2025 Sullivan Wood Capital Management LLC78,200$1.07M2.2%N/A0.002%
7/21/2025 Matauro LLC21,089$289K0.1%+82.8%0.000%
7/21/2025 Mirae Asset Global Investments Co. Ltd.175,013$2.40M0.0%-71.8%0.004%
7/21/2025 J2 Capital Management Inc32,844$451K0.4%N/A0.001%
7/18/2025 Robeco Institutional Asset Management B.V.12,545,110$172.12M0.3%-29.8%0.260%
7/18/2025 Ninety One UK Ltd1,023,447$14.04M0.0%+33.0%0.021%
7/18/2025 LBP AM SA824,623$11.31M0.2%+241.2%0.017%
7/18/2025 Truist Financial Corp59,396$815K0.0%-40.9%0.001%
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7/17/2025 Janney Montgomery Scott LLC124,801$1.71M0.0%+62.3%0.003%
7/17/2025 GC Wealth Management RIA LLC80,195$1.10M0.1%N/A0.002%
7/16/2025 Signaturefd LLC15,541$213K0.0%+39.4%0.000%
7/16/2025 ORG Partners LLC2,325$32K0.0%+474.1%0.000%
7/16/2025 Dakota Wealth Management31,314$430K0.0%+3.9%0.001%
7/16/2025 Perigon Wealth Management LLC19,996$274K0.0%+36.6%0.000%
7/16/2025 Arlington Capital Management Inc.26,392$362K0.3%+16.6%0.001%
7/15/2025 Public Employees Retirement System of Ohio5,228,590$71.74M0.2%+4.1%0.109%
7/15/2025 Ballentine Partners LLC18,248$250K0.0%+36.1%0.000%
7/15/2025 Cigna Investments Inc. New83,158$1.14M0.2%-4.0%0.002%
(Data available from 1/1/2016 forward)

NU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NU shares?

During the previous two years, 779 institutional investors and hedge funds held shares of NU. The most heavily invested institutionals were Baillie Gifford & Co. ($2.72B), Capital Research Global Investors ($2.47B), SC US Ttgp LTD. ($1.83B), State Street Corp ($1.08B), WCM Investment Management LLC ($978.10M), Galileo PTC Ltd ($789.54M), and Sands Capital Management LLC ($709.89M).Learn more on NU's institutional investors.

What percentage of NU's stock is owned by institutional investors?

84.02% of NU's stock is owned by institutional investors. Learn more on NU's institutional investor holdings.

Which institutional investors have been buying NU's stock?

Of the 684 institutional investors that purchased NU's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Baillie Gifford & Co. ($150.39M), WCM Investment Management LLC ($99.97M), Jennison Associates LLC ($90.87M), Capital Research Global Investors ($74.16M), Norges Bank ($68.37M), Sands Capital Management LLC ($43.27M), and State Street Corp ($40.56M).

How much institutional buying is happening at NU?

Institutional investors have bought a total of 614,006,009 shares in the last 24 months. This purchase volume represents approximately $7.06B in transactions.

Which of NU's major shareholders have been selling company stock?

Of the 323 institutional investors that sold NU's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Berkshire Hathaway Inc ($66.94M), Jennison Associates LLC ($66.36M), WCM Investment Management LLC ($26.68M), Two Sigma Advisers LP ($15.09M), Technology Crossover Management X Ltd. ($13.95M), FIL Ltd ($11.29M), and Capital International Investors ($11.07M).

How much institutional selling is happening at NU?

Institutional investors have sold a total of 435,245,004 shares in the last 24 months. This volume of shares sold represents approximately $4.81B in transactions.



This page (NYSE:NU) was last updated on 8/2/2025 by MarketBeat.com Staff
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