Position in NU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,576,033,245
-$459,166,611 QoQ
Shares Held
117,966,561
-16.7% QoQ
Ownership
2.44%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#4
of 851 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 55%
Shared 28%
None 17%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $21,987,456,480 across 309 Banks - Regional names. NU ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
30,552,978 | $1,845,399,864 | |
| 2 | FITB |
Fifth Third Bancorp
|
29,374,537 | $1,655,842,642 | |
| 3 | IBN |
Icici Bank Ltd
|
54,395,929 | $1,579,113,812 | |
| 4 | NU |
Nu Holdings Ltd.
This page
|
117,966,561 | $1,576,033,245 | |
| 5 | HDB |
Hdfc Bank Ltd
|
53,273,199 | $1,376,046,720 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
5,130,246 | $1,263,169,160 | |
| 7 | TFC |
Truist Financial Corp
|
22,539,416 | $1,122,913,697 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
12,264,969 | $859,406,370 |
All Filings in NU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,576,033,245 | 117,966,561 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,035,199,856 | 141,628,383 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,031,410,724 | 121,350,701 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,888,085,294 | 117,931,624 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,477,919,532 | 107,720,083 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,272,052,102 | 124,223,839 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,223,450,022 | 118,093,632 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,031,235,380 | 75,548,380 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $776,863,922 | 60,268,730 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $774,165,918 | 64,892,366 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $496,337,270 | 59,584,307 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $444,138,060 | 61,260,423 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $451,430,440 | 57,215,519 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $304,412,130 | 63,952,129 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $249,555,735 | 61,315,907 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $221,991,550 | 50,452,626 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $176,080,511 | 47,080,352 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $295,141,279 | 38,230,736 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $672,611 | 71,707 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||