Among active 13F managers last quarter, 39 added and 25 reduced; the largest holder to move was Baillie Gifford & Co (−4.2%). Over the last 180 days, 3 insiders sold and none bought, a net -$10.3M in open-market trades.
The legs disagree, or only one of them leans.
761 tracked 13F filers disclose a position in NU as of the latest SEC 13F filings, a combined $36.4B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 355.0M | $4.7B | ▲+4.4% Added · +15.1M sh | Q2 2026 | |
| 2 | Baillie Gifford & Co | 246.6M | $3.5B | ▼−4.2% Reduced · −10.7M sh | Q1 2026 | |
| 3 | Morgan Stanley | 141.6M | $2.0B | ▲+17% Added · +20.3M sh | Q1 2026 | |
| 4 | State Street Corp | 96.8M | $1.3B | ▲+4.1% Added · +3.8M sh | Q2 2026 | |
| 5 | JPMorgan Chase & Co | 91.4M | $1.2B | ▲+13% Added · +10.6M sh | Q1 2026 | |
| 6 | FMR LLC | 75.6M | $1.0B | ▲+3.3% Added · +2.4M sh | Q2 2026 | |
| 7 | Lone Pine Capital LLC | 47.2M | $630.9M | ▲+24% Added · +9.2M sh | Q2 2026 | |
| 8 | Bank Of America Corp | 46.0M | $660.5M | ▲+8.6% Added · +3.7M sh | Q1 2026 | |
| 9 | Norges Bank | 45.6M | $763.8M | ▼−0.1% Reduced · −41K sh | Q4 2025 | |
| 10 | D1 Capital Partners L.P. | 44.4M | $593.4M | ▲+72% Added · +18.5M sh | Q2 2026 | |
| 11 | Technology Crossover Management X, Ltd. | 42.6M | $568.8M | —Held | Q2 2026 | |
| 12 | Kontiki Capital Management (HK) Ltd. | 39.0M | $521.5M | ▲+20% Added · +6.4M sh | Q2 2026 | |
| 13 | Ribbit Management Company, LLC | 39.0M | $520.9M | ▲+32% Added · +9.5M sh | Q2 2026 | |
| 14 | Jennison Associates LLC | 35.9M | $515.2M | ▼−8.9% Reduced · −3.5M sh | Q1 2026 | |
| 15 | Larch Capital Partners LLC | 35.8M | $478.1M | ▲+0.1% Added · +27K sh | Q2 2026 | |
| 16 | Maverick Capital Ltd | 35.6M | $475.0M | ▲+58% Added · +13.1M sh | Q2 2026 | |
| 17 | Goldman Sachs Group Inc | 33.7M | $484.8M | ▲~0% Added · +1K sh | Q1 2026 | |
| 18 | Geode Capital Management, LLC | 30.2M | $400.8M | ▲+8.7% Added · +2.4M sh | Q2 2026 | |
| 19 | Legal & General Group Plc | 30.2M | $433.4M | ▲+0.7% Added · +220K sh | Q1 2026 | |
| 20 | Price T Rowe Associates Inc | 29.3M | $392.0M | ▼−33% Reduced · −14.4M sh | Q2 2026 | |
| 21 | Coatue Management LLC | 29.3M | $391.9M | —Held | Q2 2026 | |
| 22 | UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 27.2M | $391.3M | ▲+31% Added · +6.4M sh | Q1 2026 | |
| 23 | Northern Trust Corp | 27.1M | $390.0M | ▼−2.0% Reduced · −549K sh | Q1 2026 | |
| 24 | Coronation Fund Managers Ltd. | 25.9M | $346.4M | ▲+44% Added · +8.0M sh | Q2 2026 | |
| 25 | Squadra Investments - Gestao De Recursos Ltda. | 24.5M | $327.8M | ▲+9.9% Added · +2.2M sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 39 funds added to an existing position in NU, while 25 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 25, 2026 | Junqueira Cristina Helena Zingaretti | US CEO & Chief Growth Officer | Sell (S) | 65K | $956K |
| Aug 24, 2026 | Junqueira Cristina Helena Zingaretti | US CEO & Chief Growth Officer | Sell (S) | 25K | $375K |
| Aug 14, 2026 | Fragelli Henrique Camossa Saldanha | Chief Risk Officer | Sell (S) | 222K | $3.5M |
| Aug 14, 2026 | Junqueira Cristina Helena Zingaretti | US CEO & Chief Growth Officer | Sell (S) | 50K | $790K |
| May 15, 2026 | Sands Anita M | Director | Sell (S) | 21K | $257K |
| Mar 23, 2026 | Junqueira Cristina Helena Zingaretti | US CEO & Chief Growth Officer | Sell (S) 2 lots, same day | 300K | $4.4M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 60 | 33 | – |
Insiders Form 4 open-market | 0 | 3 | -$10.3M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
No filings captured for this ticker in the live stream yet.
Connected entities for NU
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/NU/capital-change-brief"
Use Arkolith's capital_change_brief for NU. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.