MORGAN STANLEY

Position in NU — Nu Holdings Ltd.

CIK 895421 NEW YORK, NY

Position in NU

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,035,199,856

+$3,789,132 QoQ

Shares Held

141,628,383

+16.7% QoQ

Ownership

3.72%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 61.48724863998483.ToString("F0")% Shared 23.86399765645845.ToString("F0")% None 14.648753703556721.ToString("F0")%

Financial Services · as of Mar 31, 2026

MORGAN STANLEY holds $18,675,889,556 across 312 Banks - Regional names. NU ranks #1 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NU	Nu Holdings Ltd. This page	141,628,383	$2,035,199,856
2	USB	US Bancorp De	29,304,473	$1,524,125,632
3	IBN	Icici Bank Ltd	48,117,738	$1,246,249,407
4	FITB	Fifth Third Bancorp	24,776,241	$1,151,104,148
5	PNC	Pnc Financial Services Group, Inc.	4,814,412	$1,001,830,982
6	TFC	Truist Financial Corp	21,597,973	$992,858,810
7	MTB	M&T Bank Corp	4,452,035	$920,324,667
8	HDB	Hdfc Bank Ltd	30,807,471	$766,489,871

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,035,199,856	141,628,383	+16.7%	Shares	Defined	2026-05-15
2025-12-31	$2,031,410,724	121,350,701	+2.9%	Shares	Defined	2026-05-27
2025-09-30	$1,888,085,294	117,931,624	+9.5%	Shares	Defined	2025-11-14
2025-06-30	$1,477,919,532	107,720,083	-13.3%	Shares	Defined	2025-08-15
2025-03-31	$1,272,052,102	124,223,839	+5.2%	Shares	Defined	2025-05-15
2024-12-31	$1,223,450,022	118,093,632	+56.3%	Shares	Defined	2025-05-15
2024-09-30	$1,031,235,380	75,548,380	+25.4%	Shares	Defined	2025-05-14
2024-06-30	$776,863,922	60,268,730	-7.1%	Shares	Defined	2025-05-14
2024-03-31	$774,165,918	64,892,366	+8.9%	Shares	Defined	2024-10-17
2023-12-31	$496,337,270	59,584,307	-2.7%	Shares	Defined	2024-08-16
2023-09-30	$444,138,060	61,260,423	+7.1%	Shares	Defined	2023-11-15
2023-06-30	$451,430,440	57,215,519	-10.5%	Shares	Defined	2023-08-14
2023-03-31	$304,412,130	63,952,129	+4.3%	Shares	Defined	2023-05-15
2022-12-31	$249,555,735	61,315,907	+21.5%	Shares	Defined	2023-02-14
2022-09-30	$221,991,550	50,452,626	+7.2%	Shares	Defined	2022-11-14
2022-06-30	$176,080,511	47,080,352	+23.1%	Shares	Defined	2022-10-27
2022-03-31	$295,141,279	38,230,736	+53215.2%	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.