Nu Holdings Class a (NYSE: NU), an SEC filer in Finance Services, closed at $14.30, -3.9%, on 2026-08-28, with a return on equity of 28.1%, a net margin of 17.1% and 3-year sales growth of 89.3%. Institutional ownership, earnings history and filed financials are on the tabs below.
Crowding percentile lands with its cohort — the cohort is size-matched, so it needs a market cap for NU in the served universe — that lands with the next screener build.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 339,908,025339.9M | $4.9B | 8.87% | ADD 13% |
| 2 | BAILLIE GIFFORD & COtracked | 246,564,454246.6M | $3.5B | 6.43% | TRIM -4% |
| 3 | MORGAN STANLEY | 141,628,383141.6M | $2.0B | 3.69% | ADD 17% |
| 4 | Capital Research Global Investors | 128,461,467128.5M | $1.8B | 3.35% | TRIM -22% |
| 5 | STATE STREET CORP | 93,023,62393.0M | $1.3B | 2.43% | — |
| 6 | JPMORGAN CHASE & CO | 91,396,72191.4M | $1.2B | 2.38% | ADD 13% |
| 7 | FMR LLC | 73,219,48873.2M | $1.1B | 1.91% | ADD 6% |
| 8 | WCM INVESTMENT MANAGEMENT, LLCtracked | 72,837,19572.8M | $984M | 1.90% | — |
| 9 | BANK OF AMERICA CORP /DE/ | 45,966,93246.0M | $661M | 1.20% | ADD 9% |
| 10 | PRICE T ROWE ASSOCIATES INC /MD/ | 43,718,19943.7M | $628M | 1.14% | ADD 3% |
Ranked by each filer’s own reported value, not shares.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| BlackRock, Inc. | +38,360,356 | $551M | ADD |
| D1 Capital Partners L.P. | +25,890,701 | $372M | OPEN |
| MORGAN STANLEY | +20,277,682 | $291M | ADD |
| BANK OF NOVA SCOTIA | +14,426,181 | $207M | ADD |
| SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. | +13,167,715 | $189M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| NORGES BANK | −45,626,792 | $656M | CLOSE |
| Capital Research Global Investors | −35,637,731 | $512M | TRIM |
| VANGUARD GROUP INC | −24,814,878 | $357M | CLOSE |
| MARSHALL WACE, LLP | −21,318,293 | $306M | TRIM |
| COATUE MANAGEMENT LLC | −16,416,787 | $236M | TRIM |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 256.7M | 274.0M | 267.6M | 289.4M | 301.5M | 339.9M | $4.9B |
| BAILLIE GIFFORD & COtracked | 225.0M | 265.2M | 261.0M | 251.5M | 257.3M | 246.6M | $3.5B |
| MORGAN STANLEY | 118.1M | 124.2M | 107.7M | 117.9M | 121.4M | 141.6M | $2.0B |
| Capital Research Global Investors | 238.9M | 264.1M | 194.9M | 184.6M | 164.1M | 128.5M | $1.8B |
| STATE STREET CORP | 84.8M | 89.1M | 91.2M | 91.5M | 91.5M | 93.0M | $1.3B |
| JPMORGAN CHASE & CO | 111.6M | 134.7M | 95.4M | 186.8M | 80.8M | 91.4M | $1.2B |
| FMR LLC | 61.0M | 58.7M | 64.8M | 64.2M | 69.1M | 73.2M | $1.1B |
| WCM INVESTMENT MANAGEMENT, LLCtracked | 78.2M | 77.0M | 73.8M | 74.5M | 73.9M | 72.8M | $984M |
| BANK OF AMERICA CORP /DE/ | 37.5M | 31.8M | 30.0M | 38.8M | 42.3M | 46.0M | $661M |
| PRICE T ROWE ASSOCIATES INC /MD/ | 43.6M | 54.4M | 32.1M | 38.4M | 42.6M | 43.7M | $628M |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Breaks = no 13F that quarter.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
SEC Schedule 13D/G XML · group aggregate.
