Lufax Holding Ltd

LU
Exchange
NYSE
Industry
Finance Services
SEC CIK
0001816007

13F holders, Q2 2026

Positions as of Jun 30, 2026.

Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
75
0 vs. Q1 2026
Shares held
70.02M
−9.53M (−12.0%) vs. Q1 2026
Total value
$92.48M
−$56.33M (−37.9%) vs. Q1 2026

Compare with Q1 2026: new holders and sold out

Holders over time

128 in Q3 2021 → 75 in Q2 2026

Show by quarter
Number of institutions holding LU by quarter
QuarterHolders
Q2 202675
Q1 202675
Q4 202583
Q3 202589
Q2 202598
Q1 2025103
Q4 2024103
Q3 2024116
Q2 2024113
Q1 2024129
Q4 2023121
Q3 2023146
Q2 2023155
Q1 2023172
Q4 2022166
Q3 2022155
Q2 2022163
Q1 2022140
Q4 2021132
Q3 2021128

Institutions

Institutions holding LU in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Alpine Investment Management Ltd13,939,985$18.4M4.47%+1,535,985+12.4%Added
Yunqi Capital Ltd10,950,138$14.45M11.57%00.0%Unchanged
VANGUARD CAPITAL MANAGEMENT LLC7,573,448$10M0.00%−2,128,259−21.9%Reduced
BlackRock, Inc.5,781,769$7.63M0.00%−48,722−0.8%Reduced
ACADIAN ASSET MANAGEMENT LLC4,693,040$6.19M0.01%−1,252,929−21.1%Reduced
CHARLES SCHWAB INVESTMENT MANAGEMENT INC4,414,394$5.83M0.00%−462,980−9.5%Reduced
UBS Group AG4,193,458$5.54M0.00%+2,935,979+233.5%Added
NORGES BANK3,151,227$4.16M0.00%+3,151,227New
VANGUARD FIDUCIARY TRUST CO2,049,280$2.71M0.00%−567,008−21.7%Reduced
STATE STREET CORP1,462,988$1.93M0.00%−836,432−36.4%Reduced
JANE STREET GROUP, LLC1,312,511$1.73M0.00%+513,726+64.3%Added
Legal & General Group Plc1,187,221$1.57M0.00%−357,607−23.1%Reduced
Allianz Asset Management GmbH1,077,551$1.42M0.00%−26,421−2.4%Reduced
JPMORGAN CHASE & CO597,392$800.51K0.00%+575,326+2,607.3%Added
BAROMETER CAPITAL MANAGEMENT INC.572,800$756.1K0.21%+38,100+7.1%Added
Invesco Ltd.490,846$647.92K0.00%−137,136−21.8%Reduced
MORGAN STANLEY451,248$595.65K0.00%−26,666−5.6%Reduced
NORTHERN TRUST CORP420,583$555.17K0.00%−56,696−11.9%Reduced
Numerai GP LLC403,029$532K0.04%+403,029New
JBF Capital, Inc.339,884$448.65K0.06%00.0%Unchanged
SUSQUEHANNA INTERNATIONAL GROUP, LLP311,225$410.82K0.00%−236,945−43.2%Reduced
Bank of New York Mellon Corp310,033$409.24K0.00%−8,332−2.6%Reduced
MILLENNIUM MANAGEMENT LLC299,746$395.67K0.00%+204,316+214.1%Added
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.297,334$392.89K0.00%−24,606−7.6%Reduced
TWO SIGMA INVESTMENTS, LP285,412$376.74K0.00%−145,264−33.7%Reduced
VANGUARD ASSET MANAGEMENT, Ltd280,854$370.73K0.00%−114,524−29.0%Reduced
GOLDMAN SACHS GROUP INC275,413$363.55K0.00%−80,864−22.7%Reduced
CITADEL ADVISORS LLC268,734$354.73K0.00%+268,734New
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM248,615$328.17K0.00%−80,474−24.5%Reduced
GSA CAPITAL PARTNERS LLP233,631$308K0.02%+91,914+64.9%Added
FRANKLIN RESOURCES INC198,282$261.73K0.00%−9,806−4.7%Reduced
BANK OF AMERICA CORP /DE/197,418$260.59K0.00%−18,578−8.6%Reduced
UBS ASSET MANAGEMENT AMERICAS INC174,705$230.61K0.00%00.0%Unchanged
Nuveen, LLC167,100$220.57K0.00%00.0%Unchanged
RAMSEY QUANTITATIVE SYSTEMS150,979$199.29K0.18%+150,979New
AMERICAN CENTURY COMPANIES INC146,136$192.9K0.00%+234+0.2%Added
ALLIANCEBERNSTEIN L.P.100,553$188.03K0.00%00.0%Unchanged
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO119,200$157.34K0.00%−127,300−51.6%Reduced
Standard Life Aberdeen plc107,225$141.54K0.00%00.0%Unchanged
Tudor Investment Corp Et Al104,888$138.45K0.00%+104,888New
HRT FINANCIAL LP84,271$111K0.00%−106,675−55.9%Reduced
HSBC HOLDINGS PLC66,056$87.19K0.00%−17,912−21.3%Reduced
CITIGROUP INC63,149$83.36K0.00%+12,573+24.9%Added
Engineers Gate Manager LP45,403$59.93K0.00%+45,403New
Asset Management One Co.,Ltd.34,859$46.01K0.00%+12,006+52.5%Added
GEODE CAPITAL MANAGEMENT, LLC34,316$45.3K0.00%−153,537−81.7%Reduced
Walleye Trading LLC31,459$41.53K0.00%+31,459New
SmartHarvest Portfolios, LLC28,569$37.71K0.01%+28,569New
Police & Firemen's Retirement System of New Jersey28,391$37.48K0.00%−34,601−54.9%Reduced
SIMPLEX TRADING, LLC27,871$36.79K0.00%−74,062−72.7%Reduced
SIH Partners, LLLP27,400$36.17K0.00%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd27,313$36.05K0.00%+27,313New
Hudson Bay Capital Management LP20,800$27.46K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd19,199$25.34K0.00%+18,960+7,933.1%Added
Pictet Asset Management Holding SA17,282$22.81K0.00%00.0%Unchanged
Vanguard Investments Australia, Ltd.16,739$22.1K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)16,083$21.23K0.00%+16,083New
EWA, LLC13,118$17.32K0.00%−75−0.6%Reduced
JustInvest LLC11,481$15.16K0.00%+11,481New
TWO SIGMA SECURITIES, LLC11,459$15.13K0.00%+11,459New
FLOW TRADERS U.S. LLC10,839$14K0.00%+10,839New
Frec Markets, Inc.10,537$13.91K0.00%+10,537New
Savant Capital, LLC10,370$13.77K0.00%+10,370New
Squarepoint Ops LLC10,389$13.71K0.00%+10,389New
BNP PARIBAS ARBITRAGE, SA2,191$2.89K0.00%−8,687−79.9%Reduced
Mirae Asset Global Investments Co., Ltd.2,166$2.86K0.00%00.0%Unchanged
SBI Securities Co., Ltd.1,987$2.62K0.00%+12+0.6%Added
Basecamp Wealth Advisors LLC1,531$2.02K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC789$1.04K0.00%+378+92.0%Added
ROYAL BANK OF CANADA1,031$1K0.00%−990−49.0%Reduced
BARCLAYS PLC450$5940.00%00.0%Unchanged
North Star Investment Management Corp.401$5290.00%+401New
SWAN Capital LLC28$370.00%00.0%Unchanged
WELLS FARGO & COMPANY/MN25$330.00%00.0%Unchanged
DANSKE BANK A/S1$10.00%00.0%Unchanged
BAILLIE GIFFORD & CO0$00.00%−8,186,456−100.0%Sold out
FMR LLC0$00.00%−3,947,314−100.0%Sold out
Neuberger Berman Group LLC0$00.00%−104,956−100.0%Sold out
XTX Topco Ltd0$00.00%−82,816−100.0%Sold out
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.0$00.00%−78,299−100.0%Sold out
GROUP ONE TRADING, L.P.0$00.00%−65,847−100.0%Sold out
SEI INVESTMENTS CO0$00.00%−30,052−100.0%Sold out
AXQ CAPITAL, LP0$00.00%−29,704−100.0%Sold out
Virtu Financial LLC0$00.00%−25,019−100.0%Sold out
SG Americas Securities, LLC0$00.00%−15,880−100.0%Sold out
Fulton Bank, N.A.0$00.00%−14,568−100.0%Sold out
Ariadne Wealth Management, LP0$00.00%−12,292−100.0%Sold out
Ethic Inc.0$00.00%−11,330−100.0%Sold out
StoneX Group Inc.0$00.00%−11,028−100.0%Sold out
ADVISOR GROUP HOLDINGS, INC.0$00.00%−472−100.0%Sold out
IMA Wealth, Inc.0$00.00%−36−100.0%Sold out