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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
Berman Capital Advisors, LLC39$00.00%––
FMR LLC78$1.00K0.00%––
CWM, LLC250$3.00K0.00%––
Activest Wealth Management298$4.00K0.00%––
The PNC Financial Services Group, Inc.391$6.00K0.00%––
Edmond de Rothschild Holding S.A.639$9.00K0.00%––
Banco de Sabadell, S.A1,500$21.0K0.00%––
Royal Bank of Canada2,007$29.0K0.00%––
American International Group, Inc.2,200$32.0K0.00%––
Skandinaviska Enskilda Banken AB (publ)3,700$54.0K0.00%––
Shell Asset Management Co5,400$78.0K0.00%––
American Portfolios Advisors6,025$87.5K0.00%––
PEAK6 Investments LLC6,079$88.0K0.00%––
Newbridge Financial Services Group, Inc.7,005$102.0K0.08%––
Cutler Group LP8,628$125.0K0.01%––
Nomura Asset Management Co Ltd11,300$164.1K0.00%––
Price T Rowe Associates Inc11,400$166.0K0.00%––
Ensign Peak Advisors, Inc11,800$171.0K0.00%––
Tower Research Capital LLC (TRC)13,226$192.0K0.00%––
Group One Trading, L.P.15,240$221.0K0.00%––
Macquarie Group Ltd15,456$224.0K0.00%––
Voya Investment Management LLC16,489$239.0K0.00%––
Wolverine Trading, LLC19,371$273.0K0.01%––
Standard Life Aberdeen plc20,051$291.0K0.00%––
Yorktown Management & Research Co Inc21,500$312.0K0.26%––
Nomura Holdings Inc22,500$317.0K0.00%––
Teacher Retirement System of Texas21,896$318.0K0.00%––
APG Asset Management N.V.27,670$342.0K0.00%––
Los Angeles Capital Management LLC23,764$345.0K0.00%––
American Century Companies Inc24,139$350.0K0.00%––
Wellington Management Group LLP24,771$360.0K0.00%––
Asset Management One Co.,Ltd.24,882$361.0K0.00%––
Tudor Investment Corp Et Al26,000$378.0K0.01%––
Ergoteles LLC28,126$408.0K0.01%––
HRT Financial LP28,656$416.0K0.00%––
Simplex Trading, LLC29,913$434.0K0.02%––
Marshall Wace Asia Ltd30,359$441.0K0.01%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.34,853$506.0K0.00%––
Storebrand Asset Management AS35,298$512.5K0.00%––
Arrowstreet Capital, Limited Partnership36,232$526.0K0.00%––
Souders Financial Advisors36,296$527.0K0.21%––
Swedbank AB36,987$537.1K0.00%––
Gulf International Bank (UK) Ltd39,557$574.0K0.01%––
ExodusPoint Capital Management, LP41,032$596.0K0.01%––
Parametric Portfolio Associates LLC45,235$657.0K0.00%––
US Bancorp45,609$662.0K0.00%––
E Fund Management (Hong Kong) Co., Ltd.45,725$664.0K0.21%––
Korea Investment CORP53,377$775.0K0.00%––
Aviva PLC54,460$791.0K0.00%––
State of New Jersey Common Pension Fund D58,111$844.0K0.00%––
Bank of Montreal59,343$852.0K0.00%––
Natixis60,023$872.0K0.00%––
Caisse de Depot Et Placement du Quebec60,343$876.0K0.00%––
Mitsubishi UFJ Trust & Banking Corp63,019$915.0K0.00%––
AtonRa Partners65,516$951.0K0.42%––
Morgan Stanley72,669$1.06M0.00%––
British Columbia Investment Management Corp73,500$1.07M0.01%––
JPMorgan Chase & Co75,141$1.09M0.00%––
SG Americas Securities, LLC81,895$1.19M0.01%––
Citigroup Inc103,301$1.50M0.00%––
Franklin Resources Inc108,015$1.57M0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)110,379$1.60M0.01%––
Man Group plc112,700$1.64M0.01%––
Citadel Advisors LLC128,145$1.86M0.00%––
Comerica Bank140,280$1.99M0.01%––
Great West Life Assurance Co142,500$2.06M0.01%––
Invesco Ltd.171,661$2.49M0.00%––
Cubist Systematic Strategies, LLC179,082$2.60M0.03%––
Bank of New York Mellon Corp184,243$2.68M0.00%––
Pictet Asset Management Ltd207,391$3.01M0.00%––
Charles Schwab Investment Management Inc224,530$3.26M0.00%––
Susquehanna International Group, LLP231,473$3.36M0.00%––
Renaissance Capital LLC243,927$3.54M0.52%––
Nuveen Asset Management, LLC271,887$3.95M0.00%––
Squarepoint Ops LLC305,000$4.43M0.04%––
DSM Capital Partners LLC354,806$5.15M0.05%––
Bank of America Corp364,968$5.30M0.00%––
Windsor Creek Advisors, LLC372,282$5.41M2.09%––
Deutsche Bank AG380,043$5.52M0.00%––
Sumitomo Mitsui Trust Holdings, Inc.382,738$5.56M0.00%––
California Public Employees Retirement System388,808$5.64M0.00%––
UBS Asset Management Americas Inc428,869$6.23M0.00%––
Northern Trust Corp441,490$6.41M0.00%––
Geode Capital Management, LLC494,396$7.11M0.00%––
HSBC Holdings PLC510,986$7.42M0.01%––
E Fund Management Co., Ltd.533,966$7.75M0.64%––
Jupiter Asset Management Ltd564,900$8.20M0.08%––
Pinebridge Investments, L.P.624,341$9.06M0.12%––
Capital International Inc631,210$9.16M0.09%––
Ghisallo Capital Management LLC668,896$9.71M0.62%––
Fiera Capital Corp708,154$10.3M0.03%––
Grantham, Mayo, Van Otterloo & Co. LLC941,344$13.7M0.07%––
Legal & General Group Plc1,000,532$14.5M0.01%––
Goldman Sachs Group Inc1,162,836$16.9M0.01%––
AXA S.A.1,220,014$17.7M0.05%––
UBS Group AG1,335,641$19.4M0.01%––
LH Capital Markets, LLC1,481,480$21.5M4.41%––
Credit Suisse AG1,572,146$22.8M0.02%––
FIL Ltd1,799,914$26.1M0.03%––
Ontario Teachers Pension Plan Board1,921,990$27.9M0.31%––