Ninety One (UK)
NU icon

Ninety One (UK)’s Nu Holdings NU Stock Holding History

Ninety One (UK)’s Portfolio NU Stock Details NU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$189M Buy
14,146,892
+5,917,589
+72% +$79.8M 0.42% 59
2026
Q1 		$118M Buy
8,229,303
+375,596
+5% +$6.09M 0.27% 73
2025
Q4 		$131M Buy
7,853,707
+653,851
+9% +$10.5M 0.28% 68
2025
Q3 		$115M Buy
7,199,856
+6,176,409
+603% +$86.2M 0.25% 75
2025
Q2 		$14M Buy
1,023,447
+254,206
+33% +$3.04M 0.03% 149
2025
Q1 		$7.88M Buy
769,241
+175,922
+30% +$2.08M 0.02% 162
2024
Q4 		$6.15M Buy
593,319
+191,466
+48% +$2.55M 0.02% 164
2024
Q3 		$5.49M Sell
401,853
-8,243
-2% -$111K 0.01% 165
2024
Q2 		$5.29M Sell
410,096
-52,157
-11% -$607K 0.01% 163
2024
Q1 		$5.51M Buy
462,253
+177,761
+62% +$1.82M 0.02% 169
2023
Q4 		$2.37M Buy
+284,492
New +$2.3M 0.01% 164

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Ninety One (UK)'s NU Position: Q2 2026 in Review

Ninety One (UK) increased its Nu Holdings (NU) stake by 72% in Q2 2026, buying an estimated $79.8M and bringing the position to 14,146,892 shares worth $189M. The position accounts for 0.42% of the portfolio, ranked #59.

Ninety One (UK) first reported a position in NU in Q4 2023 and has held it in 11 quarters since. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Ninety One (UK) held 14,146,892 shares of Nu Holdings worth $189M as of Q2 2026.
  • Ninety One (UK) bought 5,917,589 Nu Holdings shares in Q2 2026, an estimated $79.8M.
  • Nu Holdings made up 0.42% of Ninety One (UK)'s portfolio in Q2 2026, its #59 holding.
  • Ninety One (UK) first reported a position in Nu Holdings in Q4 2023 and has held it in 11 quarters since.
  • 857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Ninety One (UK)'s 13F filing for Q2 2026, filed 16 Jul 2026.