Holders over time
- NU
- V
| Quarter | NU | V |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 55 holders, $62.2bn |
| Q4 2020 | none listed holders, n.a. | 52 holders, $67.1bn |
| Q1 2021 | none listed holders, n.a. | 58 holders, $64.5bn |
| Q2 2021 | none listed holders, n.a. | 52 holders, $69.3bn |
| Q3 2021 | none listed holders, n.a. | 56 holders, $63.6bn |
| Q4 2021 | 10 holders, $5.1bn | 47 holders, $58.0bn |
| Q1 2022 | 9 holders, $4.2bn | 59 holders, $61.8bn |
| Q2 2022 | 9 holders, $1.6bn | 57 holders, $55.2bn |
| Q3 2022 | 12 holders, $1.8bn | 57 holders, $50.7bn |
| Q4 2022 | 14 holders, $2.4bn | 54 holders, $59.4bn |
| Q1 2023 | 15 holders, $2.9bn | 55 holders, $64.0bn |
| Q2 2023 | 22 holders, $5.4bn | 54 holders, $65.2bn |
| Q3 2023 | 25 holders, $6.2bn | 55 holders, $61.5bn |
| Q4 2023 | 27 holders, $7.0bn | 48 holders, $68.6bn |
| Q1 2024 | 29 holders, $11.6bn | 50 holders, $73.1bn |
| Q2 2024 | 30 holders, $13.2bn | 45 holders, $69.5bn |
| Q3 2024 | 21 holders, $12.2bn | 47 holders, $70.5bn |
| Q4 2024 | 25 holders, $9.0bn | 48 holders, $77.6bn |
| Q1 2025 | 21 holders, $8.6bn | 43 holders, $83.5bn |
| Q2 2025 | 32 holders, $11.4bn | 45 holders, $83.4bn |
| Q3 2025 | 33 holders, $13.2bn | 48 holders, $82.8bn |
| Q4 2025 | 33 holders, $13.7bn | 49 holders, $86.0bn |
| Q1 2026 | 26 holders, $10.3bn | 49 holders, $73.3bn |
| Q2 2026 | 23 holders, $9.8bn | 52 holders, $81.9bn |
Nu HLDGS LTD
- Holders
- 26
- Reported value
- $10.3bn
- Buyers
- 21
- Sellers
- 25
Breadth -4 among 91 comparable managers.
Visa Inc
- Holders
- 49
- Reported value
- $73.3bn
- Buyers
- 31
- Sellers
- 27
Breadth +4 among 91 comparable managers.
Who holds both, Q1 2026
Both (17)
AllianceBernstein LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, Fidelity (FMR LLC), Holocene Advisors LP, Lone Pine Capital LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Polen Capital Management LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Voloridge Investment Management LLC, Winton Group Ltd
Only NU (9)
ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, D1 Capital Partners LP, Discovery Capital Management LLC, Dragoneer Investment Group LLC, PDT Partners LLC, Tiger Global Management LLC
Only V (32)
Acadian Asset Management LLC, Akre Capital Management LLC, AQR Capital Management LLC, Balyasny Asset Management LLC, Baupost Group LLC, Bridgewater Associates LP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Soroban Capital Partners LP, and 7 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.