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NU (NU) Institutional Ownership

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

Current
Institutional Ownership
Percentage
80.90%
Number of
Institutional Buyers
(last 12 months)
277
Total
Institutional Inflows
(last 12 months)
$5.48B
Number of
Institutional Sellers
(last 12 months)
123
Total
Institutional Outflows
(last 12 months)
$4.96B
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NU Institutional Buying and Selling by Quarter

NU Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/3/2024GSA Capital Partners LLP66,243$790K0.1%-30.2%0.001%
5/3/2024Nikko Asset Management Americas Inc.9,484,794$113.15M1.1%+24.3%0.202%
5/3/2024Whittier Trust Co. of Nevada Inc.25,277$302K0.0%N/A0.001%
5/3/2024Whittier Trust Co.56,112$669K0.0%N/A0.001%
5/2/2024Jennison Associates LLC87,155,886$1.04B0.7%+32.4%1.856%
5/2/2024BNP Paribas695,436$8.30M0.4%N/A0.015%
5/2/2024Tokio Marine Asset Management Co. Ltd.164,164$1.96M0.1%N/A0.003%
5/1/2024 INCA Investments LLC204,044$2.43M1.0%N/A0.004%
5/1/2024 Precision Wealth Strategies LLC41,497$495K0.5%+3.2%0.001%
5/1/2024 Hamilton Lane Advisors LLC500,791$5.97M4.2%+97.8%0.011%
5/1/2024 Mirae Asset Global Investments Co. Ltd.454,491$5.42M0.0%-24.5%0.010%
5/1/2024 Baillie Gifford & Co.169,450,124$2.02B1.6%+47.6%3.609%
4/30/2024 Private Advisor Group LLC79,308$946K0.0%-2.0%0.002%
4/30/2024 Van ECK Associates Corp737,301$8.80M0.0%-18.2%0.016%
4/30/2024 SpiderRock Advisors LLC374,367$4.41M0.1%N/A0.008%
4/30/2024 Warther Private Wealth LLC572,294$6.83M3.0%+20.8%0.012%
4/30/2024 Washington University14,408,196$171.89M63.6%+4.3%0.307%
4/30/2024 Allspring Global Investments Holdings LLC8,841$105K0.0%+179.0%0.000%
4/29/2024Commonwealth Equity Services LLC154,303$1.84M0.0%+80.8%0.003%
4/29/2024 Principal Financial Group Inc.223,426$2.67M0.0%+6.0%0.005%
4/29/2024 Benjamin F. Edwards & Company Inc.13,281$158K0.0%+17.5%0.000%
4/26/2024 Triasima Portfolio Management inc.202,552$2.42M0.2%+1.5%0.004%
4/26/2024 UMB Bank n.a.14,329$171K0.0%+117.5%0.000%
4/26/2024 Yousif Capital Management LLC26,833$320K0.0%+10.9%0.001%
4/26/2024 SYSTM Wealth Solutions LLC41,971$501K0.1%+4,308.7%0.001%
4/26/2024 Mesirow Financial Investment Management Inc.21,440$256K0.0%N/A0.000%
4/26/2024 Verdence Capital Advisors LLC30,624$365K0.0%+85.4%0.001%
4/25/2024 WCM Investment Management LLC99,965,627$1.19B2.8%+1,157.4%2.129%
4/25/2024 Equitable Trust Co.230,911$2.76M0.2%N/A0.005%
4/25/2024 Triumph Capital Management28,789$340K0.1%-13.3%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.320,427$3.82M0.0%+27.3%0.007%
4/24/2024 Simplicity Wealth LLC12,716$152K0.0%N/A0.000%
4/24/2024 Assenagon Asset Management S.A.2,374,337$28.33M0.1%N/A0.051%
4/23/2024 Amalgamated Bank147,846$1.76M0.0%-42.8%0.003%
4/23/2024 Raymond James Financial Services Advisors Inc.129,939$1.55M0.0%+793.1%0.003%
4/22/2024 Raymond James & Associates385,814$4.60M0.0%+3.8%0.008%
4/19/2024 Financial Perspectives Inc25,584$305K0.1%+11.8%0.001%
4/19/2024 Advisor Resource Council16,388$196K0.1%-83.9%0.000%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.10,159,477$121.20M0.1%+22.3%0.216%
4/18/2024 Wasatch Advisors LP18,828,865$224.63M1.2%-21.4%0.401%
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4/18/2024 Deepwater Asset Management LLC1,325,821$15.82M6.0%-19.2%0.028%
4/18/2024 Allspring Global Investments Holdings LLC8,841$105K0.0%+179.0%0.000%
4/18/2024 Vaughan Nelson Investment Management L.P.68,870$822K0.0%N/A0.001%
4/18/2024 Oak Thistle LLC21,739$259K0.2%-41.4%0.000%
4/17/2024 Cornerstone Wealth Group LLC37,683$450K0.0%+8.8%0.001%
4/16/2024 OneAscent Wealth Management LLC19,277$230K0.1%-5.7%0.000%
4/16/2024 Artemis Investment Management LLP325,736$3.88M0.0%+4.9%0.007%
4/16/2024 Powell Investment Advisors LLC10,000$119K0.1%N/A0.000%
4/16/2024 Jessup Wealth Management Inc18,620$222K0.1%N/A0.000%
4/16/2024 Wealth Enhancement Advisory Services LLC229,818$2.74M0.0%+306.2%0.005%
4/15/2024 Matthews International Capital Management LLC674,165$8.04M1.6%-18.5%0.014%
4/15/2024 Arkfeld Wealth Strategies L.L.C.51,545$596K0.3%N/A0.001%
4/12/2024 Salvus Wealth Management LLC67,000$799K0.5%+7.2%0.001%
4/12/2024 CHICAGO TRUST Co NA18,227$217K0.0%-5.5%0.000%
4/11/2024 Salem Investment Counselors Inc.2,303,930$27.49M0.9%+7.0%0.049%
4/10/2024 Park Avenue Securities LLC32,422$387K0.0%N/A0.001%
4/10/2024 Wedmont Private Capital19,764$234K0.0%+11.8%0.000%
4/10/2024 Perpetual Ltd10,659,005$127.16M1.2%-18.8%0.227%
4/9/2024 Renaissance Capital LLC1,538,324$18.35M9.5%+3.0%0.033%
4/4/2024 Northside Capital Management LLC706,107$8.42M1.5%+8.8%0.015%
4/1/2024 Park National Corp OH18,344$219K0.0%N/A0.000%
3/22/2024PNC Financial Services Group Inc.14,891$124K0.0%+78.6%0.000%
3/21/2024Healthcare of Ontario Pension Plan Trust Fund1,131,930$9.43M0.0%N/A0.024%
3/1/2024Royal London Asset Management Ltd.830,595$6.92M0.0%+13.7%0.018%
3/1/2024 Investmentaktiengesellschaft Fuer Langfristige Investoren TGV100,000$833K0.1%-4.8%0.002%
2/26/2024Virtu Financial LLC93,072$775K0.1%N/A0.002%
2/17/2024FIL Ltd41,784,172$348.06M0.4%+0.6%0.890%
2/15/2024Okabena Investment Services Inc.82,522$687K0.3%N/A0.002%
2/15/2024Old Well Partners LLC976,000$8.13M7.6%-8.4%0.021%
2/15/2024Flight Deck Capital LP1,221,233$10.17M12.4%+4.5%0.026%
2/15/2024Coatue Management LLC63,021,947$524.97M2.2%+14.3%1.342%
2/15/2024Compass Group LLC2,073,180$17.27M6.8%+59.5%0.044%
2/14/2024Alta Park Capital LP5,683,779$47.35M4.9%-23.0%0.121%
2/14/2024 Wasatch Advisors LP23,949,214$199.50M1.1%+19.4%0.510%
2/14/2024Advanced Portfolio Management LLC225,000$1.87M2.0%-52.6%0.005%
2/14/2024Kora Management LP9,327,000$77.69M19.1%-7.8%0.199%
2/14/2024Kontiki Capital Management HK Ltd.35,657,316$297.03M35.1%-26.7%0.760%
2/14/2024Nixon Capital LLC310,016$2.58M1.2%N/A0.007%
2/14/2024Verition Fund Management LLC2,261,129$18.84M0.1%+11.9%0.048%
2/14/2024Sei Investments Co.15,128,411$126.02M0.2%-15.5%0.322%
2/14/2024Seven Eight Capital LP894,049$7.45M0.9%+1,347.2%0.019%
2/14/2024Galileo PTC Ltd94,782,271$789.54M33.9%-60.4%2.019%
2/14/2024Angeles Investment Advisors LLC41,819$348K0.0%N/A0.001%
2/13/2024Platform Technology Partners28,300$236K0.1%N/A0.001%
2/13/2024Unison Asset Management LLC1,049,161$8.74M5.1%+8.5%0.022%
2/13/20241832 Asset Management L.P.2,537,800$21.14M0.0%N/A0.054%
2/13/2024Crossmark Global Holdings Inc.151,484$1.26M0.0%+5.2%0.003%
2/13/2024Tower Research Capital LLC TRC6,398$53K0.0%-15.7%0.000%
2/13/2024Capital World Investors10,052,116$83.73M0.0%-0.1%0.214%
2/13/2024Capital Research Global Investors175,197,344$1.46B0.4%+20.7%3.732%
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2/13/2024Lake Street Advisors Group LLC985,631$8.21M0.6%+33.3%0.021%
2/13/2024Sharp Capital Gestora de Recursos Ltda.10,880,270$90.63M46.5%N/A0.232%
2/13/2024Blueshift Asset Management LLC12,956$108K0.1%-74.4%0.000%
2/13/2024Royal London Asset Management Ltd.830,595$6.92M0.0%+13.7%0.018%
2/13/2024CIBC Private Wealth Group LLC558,174$4.65M0.0%+25.7%0.012%
2/13/2024Sands Capital Management LLC85,220,661$709.89M2.2%+92.7%1.815%
2/12/2024Seldon Capital LP14,220$118K0.1%N/A0.000%
2/12/2024Partners Capital Investment Group LLP167,608$1.40M0.0%-15.6%0.004%
2/12/2024BTG Pactual Global Asset Management Ltd881,420$7.34M2.8%-6.0%0.019%
2/12/2024Cloverfields Capital Group LP234,259$1.95M0.8%+35.5%0.005%
(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, 402 institutional investors and hedge funds held shares of NU. The most heavily invested institutionals were Baillie Gifford & Co. ($2.02B), SC US Ttgp LTD. ($1.83B), Capital Research Global Investors ($1.46B), WCM Investment Management LLC ($1.19B), Dragoneer Investment Group LLC ($1.19B), Jennison Associates LLC ($1.04B), and Galileo PTC Ltd ($789.54M).Learn more on NU's institutional investors.

What percentage of NU stock is owned by institutional investors?

80.90% 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 371 institutional investors that purchased NU stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jennison Associates LLC ($156.67M), Baillie Gifford & Co. ($152.87M), WCM Investment Management LLC ($99.97M), Sands Capital Management LLC ($72.62M), Artisan Partners Limited Partnership ($55.85M), JPMorgan Chase & Co. ($51.37M), and Capital Research Global Investors ($46.74M).

How much institutional buying is happening at NU?

Institutional investors have bought a total of 1,136,518,325 shares in the last 24 months. This purchase volume represents approximately $7.75B in transactions.

Which NU major shareholders have been selling company stock?

Of the 142 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), Tiger Global Management LLC ($167.89M), Galileo PTC Ltd ($144.43M), Jennison Associates LLC ($80.01M), Technology Crossover Management X Ltd. ($29.05M), Artisan Partners Limited Partnership ($27.83M), and Ribbit Capital GP III Ltd. ($25.51M).

How much institutional selling is happening at NU?

Institutional investors have sold a total of 968,279,745 shares in the last 24 months. This volume of shares sold represents approximately $6.39B in transactions.


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This page (NYSE:NU) was last updated on 5/3/2024 by MarketBeat.com Staff

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