Filing Research | NU HLDGS LTD Institutional Holdings

Snapshot holdings

50 / 172 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	16.9MSH	$225.2M
2	a16z Perennial Management, L.P.	Shares	14.4MSH	$193.0M
3	Ninety One UK Ltd	Shares	14.1MSH	$189.0M
4	Robeco Institutional Asset Management B.V.	Shares	11.8MSH	$158.1M
5	WASHINGTON UNIVERSITY	Shares	10.6MSH	$141.2M
6	WASATCH ADVISORS LP	Shares	9.3MSH	$123.9M
7	Perpetual Ltd	Shares	7.1MSH	$94.8M
8	Ballentine Partners, LLC	Shares	4.7MSH	$62.1M
9	Milestones Administradora de Recursos Ltda.	Shares	3.2MSH	$42.1M
10	INVESTMENT HOUSE LLC	Shares	2.6MSH	$37.0M
11	Ninety One North America, Inc.	Shares	2.4MSH	$32.6M
12	EXCHANGE TRADED CONCEPTS, LLC	Shares	2.1MSH	$28.6M
13	SALEM INVESTMENT COUNSELORS INC	Shares	2.1MSH	$28.2M
14	COMGEST GLOBAL INVESTORS S.A.S.	Shares	1.3MSH	$18.0M
15	Police & Firemen's Retirement System of New Jersey	Shares	928.3KSH	$12.4M
16	TB Alternative Assets Ltd.	Shares	889.6KSH	$11.9M
17	Fideuram Asset Management (Ireland) dac	Shares	831.6KSH	$10.9M
18	LTS Liquid Investments LLC	Shares	692.1KSH	$9.2M
19	ARDSLEY ADVISORY PARTNERS LP	Shares	675.0KSH	$9.0M
20	CAMPBELL CAPITAL MANAGEMENT INC	Shares	517.9KSH	$6.9M
21	Northside Capital Management, LLC	Shares	512.7KSH	$6.9M
22	Sava Infond d.o.o.	Shares	473.6KSH	$6.3M
23	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	451.8KSH	$6.0M
24	IFM Investors Pty Ltd	Shares	416.6KSH	$5.6M
25	LBP AM SA	Shares	390.4KSH	$5.2M
26	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	274.9KSH	$3.8M
27	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	268.2KSH	$3.6M
28	PARUS FINANCE (UK) Ltd	Shares	268.1KSH	$3.6M
29	Finivi Inc.	Shares	235.6KSH	$3.1M
30	UDINE WEALTH MANAGEMENT, INC.	Shares	228.3KSH	$3.0M
31	GC Wealth Management RIA, LLC	Shares	226.5KSH	$3.0M
32	PETREDIS INVESTMENT ADVISORS LLC	Shares	217.8KSH	$2.9M
33	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	214.8KSH	$2.9M
34	Sequoia Financial Advisors, LLC	Shares	201.3KSH	$2.7M
35	Mediolanum International Funds Ltd	Shares	197.4KSH	$2.6M
36	Rathbones Group PLC	Shares	181.0KSH	$2.4M
37	Mirae Asset Global Investments Co., Ltd.	Shares	180.5KSH	$2.4M
38	Oak Thistle LLC	Shares	179.9KSH	$2.4M
39	EQUITABLE TRUST CO	Shares	179.4KSH	$2.4M
40	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	165.9KSH	$2.2M
41	FACTORY MUTUAL INSURANCE CO	Shares	147.8KSH	$2.0M
42	MATAURO, LLC	Shares	146.3KSH	$2.0M
43	SBI Securities Co., Ltd.	Shares	134.1KSH	$1.8M
44	Baader Bank Aktiengesellschaft	Shares	127.7KSH	$1.7M
45	Cache Advisors, LLC	Shares	124.2KSH	$1.7M
46	Sullivan Wood Capital Management LLC	Shares	121.3KSH	$1.6M
47	SHELTON WEALTH MANAGEMENT, LLC	Shares	116.5KSH	$1.6M
48	Capstone Capital Management Ltd	Shares	111.2KSH	$1.5M
49	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	Shares	98.6KSH	$1.3M
50	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	96.1KSH	$1.3M

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Manager changes2026-06-30 vs 2026-03-31

50 / 202 loaded

#		Instrument
1	Ninety One UK Ltd added	Shares	+5.9M	+$70.7M	$189.0M
2	COMGEST GLOBAL INVESTORS S.A.S. new	Shares	+1.3M	+$18.0M	$18.0M
3	TB Alternative Assets Ltd. new	Shares	+889.6K	+$11.9M	$11.9M
4	Fideuram Asset Management (Ireland) dac added	Shares	+738.7K	+$9.4M	$10.9M
5	Perpetual Ltd added	Shares	+1.1M	+$8.3M	$94.8M
6	CAMPBELL CAPITAL MANAGEMENT INC added	Shares	+132.6K	+$6.9M	$6.9M
7	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+495.0K	+$5.0M	$28.6M
8	Sava Infond d.o.o. added	Shares	+286.8K	+$3.6M	$6.3M
9	Mediolanum International Funds Ltd new	Shares	+197.4K	+$2.6M	$2.6M
10	Oak Thistle LLC new	Shares	+179.9K	+$2.4M	$2.4M
11	Milestones Administradora de Recursos Ltda. added	Shares	+350.9K	+$1.9M	$42.1M
12	GC Wealth Management RIA, LLC added	Shares	+131.6K	+$1.7M	$3.0M
13	Capstone Capital Management Ltd new	Shares	+111.2K	+$1.5M	$1.5M
14	PARUS FINANCE (UK) Ltd added	Shares	+118.7K	+$1.4M	$3.6M
15	Swedbank AB new	Shares	+63.5K	+$847.8K	$847.8K
16	PING CAPITAL MANAGEMENT, INC. added	Shares	+43.9K	+$559.1K	$948.6K
17	IFM Investors Pty Ltd added	Shares	+65.4K	+$519.7K	$5.6M
18	Sarasin & Partners LLP new	Shares	+35.8K	+$478.3K	$478.3K
19	Interchange Capital Partners, LLC added	Shares	+33.0K	+$460.1K	$617.8K
20	QRG CAPITAL MANAGEMENT, INC. new	Shares	+23.7K	+$316.3K	$316.3K
21	Synergy Asset Management, LLC new	Shares	+23.7K	+$316.3K	$316.3K
22	QUATTRO FINANCIAL ADVISORS LLC added	Shares	+25.0K	+$303.7K	$734.8K
23	CONFLUENCE INVESTMENT MANAGEMENT LLC new	Shares	+21.4K	+$285.7K	$285.7K
24	Financial Perspectives, Inc added	Shares	+19.8K	+$226.5K	$768.6K
25	Revolve Wealth Partners, LLC new	Shares	+16.9K	+$225.6K	$225.6K
26	BLVD Private Wealth, LLC new	Shares	+10.5K	+$140.3K	$140.3K
27	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+24.5K	+$135.6K	$2.9M
28	Systrade AG new	Shares	+10.0K	+$133.6K	$133.6K
29	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+12.2K	+$127.6K	$629.0K
30	First Growth Capital LLC added	Shares	+10.5K	+$121.8K	$374.8K
31	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	CALL	+8.8K	+$121.1K	$121.1K
32	MBM WEALTH CONSULTANTS, LLC added	Shares	+11.1K	+$94.2K	$862.6K
33	TFC Financial Management, Inc. added	Shares	+4.0K	+$51.3K	$78.6K
34	Activest Wealth Management added	Shares	+3.7K	+$49.2K	$62.0K
35	Global X Japan Co., Ltd. added	Shares	+4.1K	+$42.8K	$215.9K
36	Envestnet Portfolio Solutions, Inc. added	Shares	+3.9K	+$36.4K	$256.9K
37	AdvisorNet Financial, Inc added	Shares	+4.8K	+$24.2K	$595.0K
38	Versant Capital Management, Inc added	Shares	+2.2K	+$23.1K	$118.0K
39	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+1.2K	+$14.5K	$40.2K
40	Golden State Wealth Management, LLC added	Shares	+605	+$8.0K	$9.0K
41	Center for Financial Planning, Inc. added	Shares	+768	+$6.4K	$60.9K
42	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+436	+$5.7K	$7.1K
43	DAVENPORT & Co LLC added	Shares	+2.4K	+$4.3K	$405.7K
44	AMERICAN NATIONAL BANK & TRUST added	Shares	+332	+$4.0K	$9.9K
45	ELEVATION WEALTH PARTNERS, LLC new	Shares	+286	+$3.8K	$3.8K
46	Piscataqua Savings Bank added	Shares	+500	+$3.6K	$46.8K
47	LifeSteps Financial, Inc. new	Shares	+228	+$3.0K	$3.0K
48	WEST PACES ADVISORS INC. new	Shares	+214	+$2.9K	$2.9K
49	WOLFF WIESE MAGANA LLC new	Shares	+100	+$1.3K	$1.3K
50	CoreCap Advisors, LLC added	Shares	+46	+$576	$1.1K

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