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Lufax Holding Ltd

LU
Exchange
NYSE
Industry
Finance Services
SEC CIK
0001816007

No open-market purchases or sales by Lufax Holding Ltd insiders were filed in the last 90 days; 75 institutions reported holding it in 13F filings for Q2 2026, worth $92.5M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Lufax Holding Ltd as of Mar 31, 2021. 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
119
No complete 13F data for Q4 2020
Shares held
170.8M
No complete 13F data for Q4 2020
Total value
$2.48B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting LU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 119 institutions
Q1 2021: 119 institutionsQ2 2021: 144 institutionsQ3 2021: 128 institutionsQ4 2021: 132 institutionsQ1 2022: 140 institutionsQ2 2022: 163 institutionsQ3 2022: 155 institutionsQ4 2022: 166 institutionsQ1 2023: 172 institutionsQ2 2023: 155 institutionsQ3 2023: 146 institutionsQ4 2023: 121 institutionsQ1 2024: 129 institutionsQ2 2024: 113 institutionsQ3 2024: 116 institutionsQ4 2024: 103 institutionsQ1 2025: 103 institutionsQ2 2025: 98 institutionsQ3 2025: 89 institutionsQ4 2025: 83 institutionsQ1 2026: 75 institutionsQ2 2026: 75 institutions
Value heldQ1 2021: $2.48B
Q1 2021: $2.48BQ2 2021: $2.60BQ3 2021: $1.85BQ4 2021: $1.66BQ1 2022: $1.89BQ2 2022: $2.20BQ3 2022: $916.7MQ4 2022: $809.3MQ1 2023: $886.7MQ2 2023: $570.2MQ3 2023: $406.5MQ4 2023: $267.7MQ1 2024: $406.1MQ2 2024: $216.7MQ3 2024: $300.5MQ4 2024: $205.3MQ1 2025: $286.0MQ2 2025: $277.8MQ3 2025: $353.5MQ4 2025: $212.8MQ1 2026: $148.8MQ2 2026: $92.5M
Institutions holding LU and their total value by quarter
QuarterHoldersValue
Q2 202675$92.5M
Q1 202675$148.8M
Q4 202583$212.8M
Q3 202589$353.5M
Q2 202598$277.8M
Q1 2025103$286.0M
Q4 2024103$205.3M
Q3 2024116$300.5M
Q2 2024113$216.7M
Q1 2024129$406.1M
Q4 2023121$267.7M
Q3 2023146$406.5M
Q2 2023155$570.2M
Q1 2023172$886.7M
Q4 2022166$809.3M
Q3 2022155$916.7M
Q2 2022163$2.20B
Q1 2022140$1.89B
Q4 2021132$1.66B
Q3 2021128$1.85B
Q2 2021144$2.60B
Q1 2021119$2.48B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Lufax Holding Ltd.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding LU in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Research Global Investors32,161,867$467.0M0.11%––
Capital World Investors28,510,084$414.0M0.08%––
Baillie Gifford & Co18,287,076$265.5M0.15%––
Farallon Capital Management, L.L.C.9,833,399$142.8M0.74%––
BlackRock Inc.8,252,398$119.8M0.00%––
Vanguard Group Inc6,337,939$92.0M0.00%––
Manufacturers Life Insurance Company, The6,305,462$91.6M0.08%––
Krane Funds Advisors LLC5,412,702$78.6M2.96%––
Bamco Inc5,175,222$75.1M0.19%––
Penserra Capital Management LLC4,134,952$60.0M1.11%––
Mirae Asset Global Investments Co., Ltd.3,684,292$53.5M0.19%––
TB Alternative Assets Ltd.2,983,160$43.3M8.16%––
Alliancebernstein L.P.2,953,800$42.9M0.02%––
State Street Corp2,810,353$40.8M0.00%––
Prudential PLC2,675,143$38.8M0.27%––
Norges Bank2,279,373$33.1M0.01%––
Bridgewater Associates, LP2,130,107$30.9M0.27%––
Segantii Capital Management Ltd2,025,000$29.4M1.28%––
Ontario Teachers Pension Plan Board1,921,990$27.9M0.31%––
FIL Ltd1,799,914$26.1M0.03%––
Credit Suisse AG1,572,146$22.8M0.02%––
LH Capital Markets, LLC1,481,480$21.5M4.41%––
UBS Group AG1,335,641$19.4M0.01%––
AXA S.A.1,220,014$17.7M0.05%––
Goldman Sachs Group Inc1,162,836$16.9M0.01%––
Legal & General Group Plc1,000,532$14.5M0.01%––
Grantham, Mayo, Van Otterloo & Co. LLC941,344$13.7M0.07%––
Fiera Capital Corp708,154$10.3M0.03%––
Ghisallo Capital Management LLC668,896$9.71M0.62%––
Capital International Inc631,210$9.16M0.09%––
Pinebridge Investments, L.P.624,341$9.06M0.12%––
Jupiter Asset Management Ltd564,900$8.20M0.08%––
E Fund Management Co., Ltd.533,966$7.75M0.64%––
HSBC Holdings PLC510,986$7.42M0.01%––
Geode Capital Management, LLC494,396$7.11M0.00%––
Northern Trust Corp441,490$6.41M0.00%––
UBS Asset Management Americas Inc428,869$6.23M0.00%––
California Public Employees Retirement System388,808$5.64M0.00%––
Sumitomo Mitsui Trust Holdings, Inc.382,738$5.56M0.00%––
Deutsche Bank AG380,043$5.52M0.00%––
Windsor Creek Advisors, LLC372,282$5.41M2.09%––
Bank of America Corp364,968$5.30M0.00%––
DSM Capital Partners LLC354,806$5.15M0.05%––
Squarepoint Ops LLC305,000$4.43M0.04%––
Nuveen Asset Management, LLC271,887$3.95M0.00%––
Renaissance Capital LLC243,927$3.54M0.52%––
Susquehanna International Group, LLP231,473$3.36M0.00%––
Charles Schwab Investment Management Inc224,530$3.26M0.00%––
Pictet Asset Management Ltd207,391$3.01M0.00%––
Bank of New York Mellon Corp184,243$2.68M0.00%––
Cubist Systematic Strategies, LLC179,082$2.60M0.03%––
Invesco Ltd.171,661$2.49M0.00%––
Great West Life Assurance Co142,500$2.06M0.01%––
Comerica Bank140,280$1.99M0.01%––
Citadel Advisors LLC128,145$1.86M0.00%––
Man Group plc112,700$1.64M0.01%––
Zurcher Kantonalbank (Zurich Cantonalbank)110,379$1.60M0.01%––
Franklin Resources Inc108,015$1.57M0.00%––
Citigroup Inc103,301$1.50M0.00%––
SG Americas Securities, LLC81,895$1.19M0.01%––
JPMorgan Chase & Co75,141$1.09M0.00%––
British Columbia Investment Management Corp73,500$1.07M0.01%––
Morgan Stanley72,669$1.06M0.00%––
AtonRa Partners65,516$951.0K0.42%––
Mitsubishi UFJ Trust & Banking Corp63,019$915.0K0.00%––
Caisse de Depot Et Placement du Quebec60,343$876.0K0.00%––
Natixis60,023$872.0K0.00%––
Bank of Montreal59,343$852.0K0.00%––
State of New Jersey Common Pension Fund D58,111$844.0K0.00%––
Aviva PLC54,460$791.0K0.00%––
Korea Investment CORP53,377$775.0K0.00%––
E Fund Management (Hong Kong) Co., Ltd.45,725$664.0K0.21%––
US Bancorp45,609$662.0K0.00%––
Parametric Portfolio Associates LLC45,235$657.0K0.00%––
ExodusPoint Capital Management, LP41,032$596.0K0.01%––
Gulf International Bank (UK) Ltd39,557$574.0K0.01%––
Swedbank AB36,987$537.1K0.00%––
Souders Financial Advisors36,296$527.0K0.21%––
Arrowstreet Capital, Limited Partnership36,232$526.0K0.00%––
Storebrand Asset Management AS35,298$512.5K0.00%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.34,853$506.0K0.00%––
Marshall Wace Asia Ltd30,359$441.0K0.01%––
Simplex Trading, LLC29,913$434.0K0.02%––
HRT Financial LP28,656$416.0K0.00%––
Ergoteles LLC28,126$408.0K0.01%––
Tudor Investment Corp Et Al26,000$378.0K0.01%––
Asset Management One Co.,Ltd.24,882$361.0K0.00%––
Wellington Management Group LLP24,771$360.0K0.00%––
American Century Companies Inc24,139$350.0K0.00%––
Los Angeles Capital Management LLC23,764$345.0K0.00%––
APG Asset Management N.V.27,670$342.0K0.00%––
Teacher Retirement System of Texas21,896$318.0K0.00%––
Nomura Holdings Inc22,500$317.0K0.00%––
Yorktown Management & Research Co Inc21,500$312.0K0.26%––
Standard Life Aberdeen plc20,051$291.0K0.00%––
Wolverine Trading, LLC19,371$273.0K0.01%––
Voya Investment Management LLC16,489$239.0K0.00%––
Macquarie Group Ltd15,456$224.0K0.00%––
Group One Trading, L.P.15,240$221.0K0.00%––
Tower Research Capital LLC (TRC)13,226$192.0K0.00%––