648 tracked 13F filers disclose a position in NU as of the latest SEC 13F filings, a combined $35.9B 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $4.9B | 339.9M | ▲+13% Added · +38.4M sh | Q1 2026 | |
| 2 | BAILLIE GIFFORD & CO | $3.5B | 246.6M | ▼−4.2% Reduced · −10.7M sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $2.0B | 141.6M | ▲+17% Added · +20.3M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $1.3B | 93.0M | ▲+1.6% Added · +1.5M sh | Q1 2026 | |
| 5 | JPMORGAN CHASE & CO | $1.2B | 91.4M | ▲+13% Added · +10.6M sh | Q1 2026 | |
| 6 | FMR LLC | $1.1B | 73.2M | ▲+5.9% Added · +4.1M sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $660.5M | 46.0M | ▲+8.6% Added · +3.7M sh | Q1 2026 | |
| 8 | NORGES BANK | $763.8M | 45.6M | ▼−0.1% Reduced · −41K sh | Q4 2025 | |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $628.2M | 43.7M | ▲+2.6% Added · +1.1M sh | Q1 2026 | |
| 10 | LONE PINE CAPITAL LLC | $546.2M | 38.0M | ▲+28% Added · +8.4M sh | Q1 2026 | |
| 11 | JENNISON ASSOCIATES LLC | $515.2M | 35.9M | ▼−8.9% Reduced · −3.5M sh | Q1 2026 | |
| 12 | LARCH CAPITAL PARTNERS LLC | $513.8M | 35.8M | ▼−1.2% Reduced · −434K sh | Q1 2026 | |
| 13 | SANDS CAPITAL MANAGEMENT, LLC | $493.5M | 34.3M | ▼−23% Reduced · −10.1M sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $484.8M | 33.7M | ▲~0% Added · +1K sh | Q1 2026 | |
| 15 | Kontiki Capital Management (HK) Ltd. | $469.1M | 32.6M | ▼−4.5% Reduced · −1.6M sh | Q1 2026 | |
| 16 | Legal & General Group Plc | $433.4M | 30.2M | ▲+0.7% Added · +220K sh | Q1 2026 | |
| 17 | Ribbit Management Company, LLC | $423.7M | 29.5M | ▲+4.9% Added · +1.4M sh | Q1 2026 | |
| 18 | COATUE MANAGEMENT LLC | $421.5M | 29.3M | ▼−36% Reduced · −16.4M sh | Q1 2026 | |
| 19 | GEODE CAPITAL MANAGEMENT, LLC | $396.5M | 27.8M | ▼−1.5% Reduced · −425K sh | Q1 2026 | |
| 20 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $391.3M | 27.2M | ▲+31% Added · +6.4M sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $390.0M | 27.1M | ▼−2.0% Reduced · −549K sh | Q1 2026 | |
| 22 | Coronation Fund Managers Ltd. | $346.4M | 25.9M | ▲+44% Added · +8.0M sh | Q2 2026 | |
| 23 | D1 Capital Partners L.P. | $372.0M | 25.9M | ▲New +25.9M sh | Q1 2026 | |
| 24 | FIL Ltd | $343.3M | 23.9M | ▼−7.1% Reduced · −1.8M sh | Q1 2026 | |
| 25 | MAVERICK CAPITAL LTD | $322.5M | 22.4M | ▲+92% Added · +10.7M sh | Q1 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, 2 funds opened a new position in NU and 35 added to an existing one, while 29 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 286 funds | $400.6B |
| AMAZON.COM INCAMZN | 284 funds | $223.3B |
| MICROSOFT CORPMSFT | 280 funds | $274.1B |
| META PLATFORMS INC-CLASS AMETA | 280 funds | $120.0B |
| ALPHABET INC-CL AGOOGL | 270 funds | $182.4B |
| BROADCOM INCAVGO | 270 funds | $158.5B |
| APPLE INCAAPL | 263 funds | $291.0B |
| VISA INC-CLASS A SHARESV | 262 funds | $62.5B |
| ALPHABET INC-CL CGOOG | 257 funds | $125.7B |
| JPMORGAN CHASE & COJPM | 253 funds | $66.2B |
| ELI LILLY & COLLY | 250 funds | $77.5B |
| NETFLIX INCNFLX | 250 funds | $47.8B |
Ranked by how many of NU's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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) | 220K | $3.3M |
| Mar 23, 2026 | Junqueira Cristina Helena Zingaretti | US CEO & Chief Growth Officer | Sell (S) | 80K | $1.2M |
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.