13F stock ownership research
NU institutional ownership: holders, changes, and four-quarter trend
This reverse-ownership view starts with NU and shows every matching position in SnowballHare's tracked 13F manager universe. It connects holder-level changes with four-quarter history and company research without presenting delayed filings as live ownership.
Deterministic analysis from filing data
NU holder activity in the latest 13F cycle
Institutional positioning in NU is visible through the named holders. 3 active managers reported $596.9M in aggregate value. Coatue Management is the largest tracked holder. The sample is too small for a broad concentration reading.
Position changes show where the quarter differed from the prior filing. Coatue Management made the largest measured share-count move at -35.9%. These filings describe quarter-end positions and do not confirm what managers held after the reporting date.
NU's ownership trend is more informative than one filing alone. Holder count is below the trailing average of 3.5. Aggregate value also moves with quarter-end share prices, so dollar changes do not measure active buying by themselves.
NU becomes easier to judge beside related companies. Related ownership pages include AAPL, AXP, KO. Return to NU stock research for financial statements, earnings, and company risks.
Current 13F snapshot
All institutional holders
Every row below links to the manager's full portfolio page. The table contains 3 current or exited observations for NU, ordered by reported market value.
| Holder | Shares | Reported value | Portfolio weight | Share change | Status |
|---|---|---|---|---|---|
| Coatue Management2026-03-31 | 29,333,576 | $421.52M | 1.45% | -35.9% | Reduced |
| Tiger Global Management2026-03-31 | 11,032,555 | $158.54M | 0.69% | 0.0% | Unchanged |
| ARK Invest2026-03-31 | 1,170,765 | $16.82M | 0.13% | -11.8% | Reduced |
Quarter-over-quarter activity
Holder changes
New holders 0
- No matching holder in the current tracked quarter.
Increased 0
- No matching holder in the current tracked quarter.
Reduced 2
- Coatue Management$421.52M · -35.9%
- ARK Invest$16.82M · -11.8%
Exited holders 0
- No matching holder in the current tracked quarter.
Manager universe
Holder type breakdown
Holder types are a deterministic classification of SnowballHare's small tracked-manager universe, not an SEC legal category. The breakdown helps distinguish concentrated investment firms from diversified institutions and family-office style portfolios.
Rolling filing history
Last 4 quarters
Quarterly totals aggregate only managers with a tracked filing for the period. A change can reflect buying or selling, stock-price movement, a new manager entering the dataset, or a missing comparable filing.
| Quarter | Holders | Reported value | Shares | New | Exits |
|---|---|---|---|---|---|
| 2026-03-31 | 3 | $596.89M | 41,536,896 | 0 | 0 |
| 2025-12-31 | 3 | $972.76M | 58,110,150 | 0 | 1 |
| 2025-09-30 | 4 | $956.44M | 61,193,158 | 0 | 0 |
| 2025-06-30 | 4 | $832.15M | 64,064,294 | 1 | 0 |
Comparable stocks
How NU compares
- Holders
- 2
- Value
- $57.97B
- Top 5
- 100.0%
- Holders
- 1
- Value
- $45.86B
- Top 5
- 100.0%
- Holders
- 2
- Value
- $30.43B
- Top 5
- 100.0%
Peer pages are selected from the same sector and similar reported company scale when data is available. Compare holder count and concentration, but remember that the same limited manager universe can have very different relevance for different stocks.
Filing interpretation
Common questions about NU institutional ownership
Who is the largest tracked institutional holder of NU?
Coatue Management is the largest active holder in the current NU sample, reporting $421.5M. The NU holder table ranks every matched manager.
Which institution increased its NU position the most?
No increase or new NU position appears in the current tracked cycle. Review the NU change section after the next filing update.
Which institution reduced or exited NU most significantly?
Coatue Management recorded the largest reduction or exit by prior reported value. Compare it with the other NU holder changes.
Did new holders enter or existing holders exit NU?
No new NU holder entered the tracked sample. No tracked NU holder exited. Named managers are shown in the NU activity grid.
How concentrated is tracked ownership in NU?
The NU sample contains too few active managers for a broad concentration conclusion. The NU holder table shows the named positions that are available.
How has tracked ownership in NU changed across four quarters?
The latest cycle has 3 active holders versus 3 in the oldest displayed comparison quarter. The NU four-quarter series separates holder count, shares, and reported value.
What company evidence should be checked alongside NU's 13F changes?
Use the NU stock research page to compare institutional moves with revenue, margins, cash flow, insider filings, earnings, and company risks. A delayed ownership filing should not override newer operating evidence.
Primary-source record
Sources and methodology
Source: SEC EDGAR 13F-HR information tables for the managers SnowballHare currently tracks. Rows are aggregated by manager and ticker, then compared with the prior available filing. The dataset is delayed, partial, and historical by design.
Disclaimer: Historical filing data is not investment advice. Check material facts against original SEC records before acting.