Free Trial
→ Here’s How to Claim Your Stake in Elon’s Private Company, xAI (From Brownstone Research) (Ad) Buy NU Stock  Free NU Stock Alerts

NU (NU) Institutional Ownership

NU logo
$12.01 +0.26 (+2.21%)
Closing price 04/25/2025 03:59 PM Eastern
Extended Trading
$12.02 +0.02 (+0.12%)
As of 04/25/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for NU (NYSE:NU)

Current
Institutional Ownership
Percentage
84.02%
Number of
Institutional Buyers
(last 12 months)
488
Total
Institutional Inflows
(last 12 months)
$6.82B
Number of
Institutional Sellers
(last 12 months)
289
Total
Institutional Outflows
(last 12 months)
$5.24B
Get NU Insider Trade Alerts

Want to know when executives and insiders are buying or selling NU stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

NU Institutional Buying and Selling by Quarter

NU Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2025WASHINGTON TRUST Co4,768$49K0.0%-29.6%0.000%
4/25/2025Amalgamated Bank227,585$2.33M0.0%+5.3%0.005%
4/25/2025KBC Group NV722,670$7.40M0.0%+14.0%0.015%
4/25/2025Sumitomo Mitsui Trust Group Inc.12,358,111$126.55M0.1%-3.6%0.259%
4/24/2025 Allspring Global Investments Holdings LLC10,820$113K0.0%N/A0.000%
4/24/2025 Schwartz Investment Counsel Inc.184,500$1.89M0.1%+5.7%0.004%
4/24/2025 Carolina Wealth Advisors LLC56,563$579K0.3%+291.7%0.001%
4/24/2025 Mirae Asset Global Investments Co. Ltd.619,929$6.35M0.0%+1.4%0.013%
4/24/2025 Paragon Capital Management Inc.130,516$1.34M1.1%+28.5%0.003%
4/24/2025 Artemis Investment Management LLP556,410$5.70M0.1%-2.7%0.012%
4/24/2025 Canvas Wealth Advisors LLC18,130$203K0.1%N/A0.000%
4/24/2025 TFC Financial Management Inc.3,114$32K0.0%+74.1%0.000%
4/24/2025 Perpetual Ltd1,654,481$16.94M0.2%-74.8%0.035%
4/24/2025 PDS Planning Inc11,124$114K0.0%N/A0.000%
4/23/2025 Western Wealth Management LLC14,898$153K0.0%N/A0.000%
4/23/2025 Sequoia Financial Advisors LLC164,897$1.69M0.0%+517.9%0.003%
4/23/2025 Robeco Institutional Asset Management B.V.17,865,477$182.94M0.4%-15.1%0.375%
4/23/2025 Perigon Wealth Management LLC14,641$150K0.0%+8.4%0.000%
4/23/2025 Bessemer Group Inc.144,919$1.48M0.0%+2.2%0.003%
4/23/2025 Moran Wealth Management LLC793,848$8.13M0.3%+7.5%0.017%
4/23/2025 Unison Asset Management LLC1,261,650$12.80M7.4%+3.1%0.026%
4/23/2025 Harbour Capital Advisors LLC95,070$976K0.2%+29.7%0.002%
4/23/2025 Asset Management One Co. Ltd.505,540$5.18M0.0%+15.9%0.011%
4/23/2025 AssuredPartners Investment Advisors LLC15,659$160K0.0%N/A0.000%
4/23/2025 Oppenheimer & Co. Inc.66,983$686K0.0%+12.7%0.001%
4/22/2025 Cambridge Investment Research Advisors Inc.382,861$3.92M0.0%-3.7%0.008%
4/22/2025 1858 Wealth Management LLC42,490$435K0.4%+110.5%0.001%
4/22/2025 Kentucky Retirement Systems Insurance Trust Fund94,355$966K0.1%N/A0.002%
4/22/2025 Kentucky Retirement Systems221,529$2.27M0.1%N/A0.005%
4/22/2025 Advisor Resource Council10,000$102K0.0%N/A0.000%
4/21/2025 Shelton Wealth Management LLC119,792$1.23M0.7%+18.0%0.003%
4/21/2025 Vanderbilt University1,623,984$16.63M3.2%N/A0.034%
4/21/2025 Blue Trust Inc.29,051$297K0.0%+33.4%0.001%
4/21/2025 GFS Advisors LLC1,605,933$16.45M3.3%+37.0%0.034%
4/21/2025 Envestnet Portfolio Solutions Inc.26,940$276K0.0%-66.2%0.001%
4/21/2025 Matthews International Capital Management LLC281,650$2.88M0.6%+28.9%0.006%
4/18/2025 Broderick Brian C31,464$322K0.1%N/A0.001%
4/18/2025 Financial Perspectives Inc32,919$337K0.1%+7.7%0.001%
4/18/2025 CENTRAL TRUST Co6,640$68K0.0%+4,642.9%0.000%
4/18/2025 Rakuten Securities Inc.46,722$478K0.2%-6.9%0.001%
Trump purposefully forcing markets to crash… (Ad)

Whether you agree with the plan or not doesn’t matter. It’s happening. The only question is – are you ready for it?

Click here to find out how to survive “Trump’s Reset”
4/18/2025 Insigneo Advisory Services LLC41,463$425K0.0%+56.0%0.001%
4/17/2025 Constellation Investimentos e Participacoes Ltda769,729$7.88M22.0%-68.7%0.016%
4/17/2025 Sowell Financial Services LLC12,659$130K0.0%N/A0.000%
4/17/2025 Janney Montgomery Scott LLC76,891$787K0.0%+463.3%0.002%
4/17/2025 Exchange Traded Concepts LLC397,338$4.07M0.1%-12.0%0.008%
4/17/2025 Vaughan Nelson Investment Management L.P.26,520$272K0.0%-90.8%0.001%
4/16/2025 Opal Wealth Advisors LLC5,749$59K0.0%N/A0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC282,317$2.89M0.0%+6.6%0.006%
4/16/2025 Elevation Point Wealth Partners LLC92,289$945K0.1%-12.4%0.002%
4/16/2025 Salem Investment Counselors Inc.2,281,213$23.36M0.8%+5.3%0.048%
4/15/2025 Focus Financial Network Inc.15,438$158K0.0%N/A0.000%
4/15/2025 Assenagon Asset Management S.A.8,711,779$89.21M0.1%-45.6%0.183%
4/15/2025 Handelsbanken Fonder AB1,387,160$14.21M0.1%+16.7%0.029%
4/15/2025 SG Americas Securities LLC83,401$854K0.0%+212.1%0.002%
4/15/2025 GAMMA Investing LLC7,050$72K0.0%+111.9%0.000%
4/14/2025 Yousif Capital Management LLC92,920$952K0.0%+1.5%0.002%
4/14/2025 Farther Finance Advisors LLC4,250$44K0.0%+128.7%0.000%
4/14/2025 CHICAGO TRUST Co NA21,685$222K0.0%+115.7%0.000%
4/14/2025 Portside Wealth Group LLC17,625$180K0.0%+50.8%0.000%
4/14/2025 Park Avenue Securities LLC28,813$295K0.0%-9.1%0.001%
4/14/2025 UMB Bank n.a.9,251$95K0.0%-11.4%0.000%
4/14/2025 Wedmont Private Capital29,781$314K0.0%+38.7%0.001%
4/14/2025 Sivia Capital Partners LLC13,343$137K0.1%N/A0.000%
4/11/2025 Udine Wealth Management Inc.206,932$2.12M1.4%N/A0.004%
4/11/2025 Eagle Rock Investment Company LLC10,144$104K0.0%N/A0.000%
4/11/2025 Arkfeld Wealth Strategies L.L.C.45,840$501K0.2%-12.3%0.001%
4/11/2025 Intellectus Partners LLC56,190$575K0.1%N/A0.001%
4/10/2025 Breakwater Capital Group18,074$185K0.0%N/A0.000%
4/10/2025 Salvus Wealth Management LLC69,500$712K0.4%+3.7%0.001%
4/10/2025 AMS Capital Ltda2,088,292$21.38M8.8%+42.7%0.044%
4/10/2025 Portside Wealth Group LLC11,689$121K0.0%N/A0.000%
4/10/2025 Northside Capital Management LLC644,602$6.60M1.1%-6.8%0.014%
4/10/2025 Hamilton Lane Advisors LLC4,139,213$42.39M36.5%N/A0.087%
4/10/2025 Whipplewood Advisors LLC3,517$36K0.0%-41.3%0.000%
4/9/2025 Merit Financial Group LLC17,590$180K0.0%+14.9%0.000%
4/9/2025 NBC Securities Inc.2,861$29K0.0%+286,000.0%0.000%
4/8/2025 Rhumbline Advisers4,070,725$41.68M0.0%-0.3%0.085%
4/8/2025 Rothschild Investment LLC16,625$170K0.0%+46.5%0.000%
4/8/2025 Parallel Advisors LLC13,701$140K0.0%+12.9%0.000%
4/7/2025 GAMMA Investing LLC72,192$7.05M0.0%+2,069.9%0.002%
4/7/2025 AdvisorNet Financial Inc49,092$503K0.0%+15.2%0.001%
4/3/2025 First Hawaiian Bank73,463$752K0.0%-28.5%0.002%
4/2/2025 Kera Capital Partners Inc.496,636$5.09M1.5%N/A0.010%
4/1/2025 Penbrook Management LLC51,190$524K0.4%+3.0%0.001%
4/1/2025 MassMutual Private Wealth & Trust FSB3,815$39K0.0%+51.4%0.000%
3/24/2025Wellington Management Group LLP2,658,621$27.54M0.0%+142.2%0.056%
3/18/2025California State Teachers Retirement System1,365,257$14.14M0.0%+484.3%0.029%
3/17/2025 Wealth Enhancement Advisory Services LLC264,785$2.74M0.0%+288.8%0.006%
3/14/2025Lansforsakringar Fondforvaltning AB publ 540,291$5.60M0.1%N/A0.011%
3/3/2025Sylebra Capital LLC2,354,183$24.39M0.9%-33.9%0.049%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

Elon Musk has done it again. He’s developed a powerful new AI model that’s already turning heads — and turning the industry upside down. Some say it could threaten Google’s search engine dominance. Others believe it could mark the beginning of the end for ChatGPT.

This could be your shot to invest alongside Elon Musk — before the public ever gets the chance.
2/27/2025Jefferies Financial Group Inc.129,103$1.34M0.0%N/A0.003%
2/22/2025American Trust13,610$141K0.0%-19.6%0.000%
2/19/2025Cache Advisors LLC441,918$4.58M1.7%N/A0.009%
2/19/2025Public Employees Retirement System of Ohio4,676,712$48.45M0.2%-7.5%0.098%
2/18/2025Sylebra Capital LLC2,354,183$24.39M0.7%-33.9%0.049%
2/18/2025JT Stratford LLC177,546$1.84M0.3%+1.2%0.004%
2/18/2025Orion Capital Management LLC4,800$50K0.0%N/A0.000%
2/18/2025Adalta Capital Management LLC106,500$1.10M0.6%+27.5%0.002%
2/18/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp1,150,200$11.92M0.1%-0.8%0.024%
2/18/2025Focus Partners Advisor Solutions LLC15,136$157K0.0%N/A0.000%
(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, 711 institutional investors and hedge funds held shares of NU. The most heavily invested institutionals were Capital Research Global Investors ($2.47B), Baillie Gifford & Co. ($2.33B), SC US Ttgp LTD. ($1.83B), State Street Corp ($1.08B), WCM Investment Management LLC ($832.31M), Galileo PTC Ltd ($789.54M), and Sands Capital Management LLC ($709.89M).Learn more on NU's institutional investors.

What percentage of NU stock is owned by institutional investors?

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

Which institutional investors have been buying NU stock?

Of the 620 institutional investors that purchased NU stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Baillie Gifford & Co. ($121.03M), WCM Investment Management LLC ($99.97M), Jennison Associates LLC ($79.30M), Capital Research Global Investors ($74.16M), Norges Bank ($68.37M), Sands Capital Management LLC ($43.49M), and State Street Corp ($40.56M).

How much institutional buying is happening at NU?

Institutional investors have bought a total of 1,119,843,855 shares in the last 24 months. This purchase volume represents approximately $11.38B in transactions.

Which NU major shareholders have been selling company stock?

Of the 350 institutional investors that sold NU stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: SC US Ttgp LTD. ($324.25M), Galileo PTC Ltd ($144.43M), Jennison Associates LLC ($123.97M), Berkshire Hathaway Inc ($66.94M), Technology Crossover Management X Ltd. ($60.43M), Redpoint Management LLC ($31.79M), and Kontiki Capital Management HK Ltd. ($29.33M).

How much institutional selling is happening at NU?

Institutional investors have sold a total of 1,182,278,237 shares in the last 24 months. This volume of shares sold represents approximately $10.51B in transactions.


Related Companies

This page (NYSE:NU) was last updated on 4/26/2025 by MarketBeat.com Staff
From Our Partners
James Altucher: Do not invest in AI unless…
I made millions during the crypto boom. Many “experts” are now saying… Artificial Intelligence opportuni...
Paradigm Press | Sponsored
Silicon Valley Gold Rush
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored
Trump’s treachery
Forget what the media tells you. Trump’s inner circle may be pushing a financial reset that mirrors moves from...
Porter & Company | Sponsored
Trump’s tariffs just split the AI market in two
Trump’s tariff just split the AI market – among others – in two. One group of AI companies—the ones relying...
Traders Agency | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
Trump announcement boosts “next Bitcoin”
President Trump just made his first big crypto move ... Announcing the creation of a national strategic re...
Weiss Ratings | Sponsored
Here’s How to Claim Your Stake in Elon’s Private Company, xAI
I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...
Brownstone Research | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
The July 23rd Crypto Trigger Could Mark the Beginning of Bitcoin’s Next Big Move Bitcoin’s early 2024 ETF r...
Crypto Swap Profits | Sponsored