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, Q2 2021
Institutional positions in Lufax Holding Ltd as of Jun 30, 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
- 144
- +26 vs. Q1 2021
- Shares held
- 230.5M
- +60.3M (+35.4%) vs. Q1 2021
- Total value
- $2.60B
- +$132.6M (+5.4%) vs. Q1 2021
- New holders
- 40
- 62 more added
- Sold out
- 14
- 26 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 75 | $92.5M |
| Q1 2026 | 75 | $148.8M |
| Q4 2025 | 83 | $212.8M |
| Q3 2025 | 89 | $353.5M |
| Q2 2025 | 98 | $277.8M |
| Q1 2025 | 103 | $286.0M |
| Q4 2024 | 103 | $205.3M |
| Q3 2024 | 116 | $300.5M |
| Q2 2024 | 113 | $216.7M |
| Q1 2024 | 129 | $406.1M |
| Q4 2023 | 121 | $267.7M |
| Q3 2023 | 146 | $406.5M |
| Q2 2023 | 155 | $570.2M |
| Q1 2023 | 172 | $886.7M |
| Q4 2022 | 166 | $809.3M |
| Q3 2022 | 155 | $916.7M |
| Q2 2022 | 163 | $2.20B |
| Q1 2022 | 140 | $1.89B |
| Q4 2021 | 132 | $1.66B |
| Q3 2021 | 128 | $1.85B |
| Q2 2021 | 144 | $2.60B |
| Q1 2021 | 119 | $2.48B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Lufax Holding Ltd; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Research Global Investors | 39,831,192 | $450.1M | 0.10% | +7,669,325+23.8% | Added |
| Capital World Investors | 38,451,727 | $434.5M | 0.07% | +9,941,643+34.9% | Added |
| Baillie Gifford & Co | 19,342,903 | $218.6M | 0.11% | +1,055,827+5.8% | Added |
| Vanguard Group Inc | 18,484,970 | $208.9M | 0.01% | +12,147,031+191.7% | Added |
| Farallon Capital Management, L.L.C. | 11,324,399 | $128.0M | 0.62% | +1,491,000+15.2% | Added |
| BlackRock Inc. | 8,754,305 | $98.9M | 0.00% | +501,907+6.1% | Added |
| Caas Capital Management LP | 8,438,514 | $95.4M | 5.10% | +8,438,514 | New |
| Krane Funds Advisors LLC | 6,932,770 | $78.3M | 2.34% | +1,520,068+28.1% | Added |
| Alliancebernstein L.P. | 4,774,465 | $54.0M | 0.02% | +1,820,665+61.6% | Added |
| Norges Bank | 4,724,412 | $53.4M | 0.01% | +2,445,039+107.3% | Added |
| State Street Corp | 4,348,690 | $49.1M | 0.00% | +1,538,337+54.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,838,638 | $43.4M | 0.12% | +154,346+4.2% | Added |
| Penserra Capital Management LLC | 3,314,959 | $37.5M | 0.68% | −819,993−19.8% | Reduced |
| Bamco Inc | 3,243,255 | $36.6M | 0.08% | −1,931,967−37.3% | Reduced |
| Prudential PLC | 3,175,250 | $35.9M | 0.33% | +500,107+18.7% | Added |
| Legal & General Group Plc | 2,825,905 | $31.9M | 0.01% | +1,825,373+182.4% | Added |
| Manufacturers Life Insurance Company, The | 2,672,172 | $30.2M | 0.02% | −3,633,290−57.6% | Reduced |
| TB Alternative Assets Ltd. | 2,627,360 | $29.7M | 5.91% | −355,800−11.9% | Reduced |
| Bridgewater Associates, LP | 2,529,537 | $28.6M | 0.18% | +399,430+18.8% | Added |
| Blackstone Group Inc. | 2,479,205 | $28.0M | 0.07% | +2,479,205 | New |
| Ontario Teachers Pension Plan Board | 1,921,990 | $21.7M | 0.27% | 00.0% | Unchanged |
| Element Capital Management LLC | 1,734,999 | $19.6M | 3.10% | +1,734,999 | New |
| Pinebridge Investments, L.P. | 1,646,655 | $18.6M | 0.22% | +1,022,314+163.7% | Added |
| Ghisallo Capital Management LLC | 1,640,548 | $18.5M | 0.71% | +971,652+145.3% | Added |
| Millennium Management LLC | 1,574,132 | $17.8M | 0.02% | +1,574,132 | New |
| Arrowstreet Capital, Limited Partnership | 1,503,038 | $17.0M | 0.02% | +1,466,806+4,048.4% | Added |
| Citadel Advisors LLC | 1,493,445 | $16.9M | 0.02% | +1,365,300+1,065.4% | Added |
| UBS Group AG | 1,447,288 | $16.4M | 0.01% | +111,647+8.4% | Added |
| Credit Suisse AG | 1,295,999 | $14.9M | 0.01% | −276,147−17.6% | Reduced |
| HSBC Holdings PLC | 1,307,475 | $14.8M | 0.02% | +796,489+155.9% | Added |
| Morgan Stanley | 1,229,550 | $13.9M | 0.00% | +1,156,881+1,592.0% | Added |
| California Public Employees Retirement System | 1,135,618 | $12.8M | 0.01% | +746,810+192.1% | Added |
| Renaissance Technologies LLC | 1,094,800 | $12.4M | 0.02% | +1,094,800 | New |
| Rokos Capital Management LLP | 1,000,000 | $11.3M | 0.58% | +1,000,000 | New |
| Marshall Wace Asia Ltd | 904,464 | $10.2M | 0.22% | +874,105+2,879.2% | Added |
| AXA S.A. | 892,475 | $10.1M | 0.03% | −327,539−26.8% | Reduced |
| LH Capital Markets, LLC | 890,740 | $10.1M | 3.41% | −590,740−39.9% | Reduced |
| Canada Pension Plan Investment Board | 816,098 | $9.22M | 0.01% | +816,098 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 739,840 | $8.36M | 0.04% | −201,504−21.4% | Reduced |
| Capital International Inc | 721,516 | $8.15M | 0.07% | +90,306+14.3% | Added |
| Charles Schwab Investment Management Inc | 710,438 | $8.03M | 0.00% | +485,908+216.4% | Added |
| Fiera Capital Corp | 708,154 | $8.00M | 0.02% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 674,928 | $7.63M | 0.00% | −487,908−42.0% | Reduced |
| Renaissance Capital LLC | 621,236 | $7.02M | 1.11% | +377,309+154.7% | Added |
| Bank of America Corp | 568,641 | $6.42M | 0.00% | +203,673+55.8% | Added |
| Geode Capital Management, LLC | 537,834 | $6.02M | 0.00% | +43,438+8.8% | Added |
| Northern Trust Corp | 526,960 | $5.95M | 0.00% | +85,470+19.4% | Added |
| Handelsbanken Fonder AB | 521,300 | $5.89M | 0.03% | +521,300 | New |
| UBS Asset Management Americas Inc | 489,663 | $5.53M | 0.00% | +60,794+14.2% | Added |
| Tudor Investment Corp Et Al | 467,789 | $5.29M | 0.11% | +441,789+1,699.2% | Added |
| Cubist Systematic Strategies, LLC | 463,518 | $5.24M | 0.06% | +284,436+158.8% | Added |
| Deutsche Bank AG | 441,970 | $4.99M | 0.00% | +61,927+16.3% | Added |
| Windsor Creek Advisors, LLC | 421,045 | $4.76M | 1.79% | +48,763+13.1% | Added |
| Great West Life Assurance Co | 352,100 | $3.98M | 0.01% | +209,600+147.1% | Added |
| Alberta Investment Management Corp | 345,300 | $3.90M | 0.03% | +345,300 | New |
| DSM Capital Partners LLC | 339,425 | $3.84M | 0.04% | −15,381−4.3% | Reduced |
| Los Angeles Capital Management LLC | 326,785 | $3.69M | 0.02% | +303,021+1,275.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 326,478 | $3.69M | 0.00% | −56,260−14.7% | Reduced |
| Pictet Asset Management Ltd | 218,791 | $2.47M | 0.00% | +11,400+5.5% | Added |
| Voloridge Investment Management, LLC | 176,075 | $1.99M | 0.01% | +176,075 | New |
| Nuveen Asset Management, LLC | 172,387 | $1.95M | 0.00% | −99,500−36.6% | Reduced |
| BIT Capital GmbH | 171,900 | $1.94M | 0.11% | +171,900 | New |
| Franklin Resources Inc | 163,073 | $1.84M | 0.00% | +55,058+51.0% | Added |
| Bank of New York Mellon Corp | 151,742 | $1.72M | 0.00% | −32,501−17.6% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 150,000 | $1.70M | 0.03% | +150,000 | New |
| Invesco Ltd. | 136,410 | $1.54M | 0.00% | −35,251−20.5% | Reduced |
| Citigroup Inc | 136,334 | $1.54M | 0.00% | +33,033+32.0% | Added |
| First Trust Advisors LP | 131,485 | $1.49M | 0.00% | +131,485 | New |
| APG Asset Management N.V. | 147,908 | $1.41M | 0.00% | +120,238+434.5% | Added |
| Nomura Holdings Inc | 113,700 | $1.31M | 0.01% | +91,200+405.3% | Added |
| Comerica Bank | 140,780 | $1.22M | 0.01% | +500+0.4% | Added |
| Two Sigma Investments, LP | 107,000 | $1.21M | 0.00% | +107,000 | New |
| Hudson Bay Capital Management LP | 100,000 | $1.13M | 0.01% | +100,000 | New |
| Sompo Asset Management Co., Ltd. | 97,610 | $1.10M | 0.23% | +97,610 | New |
| Parametric Portfolio Associates LLC | 94,456 | $1.07M | 0.00% | +49,221+108.8% | Added |
| Neuberger Berman Group LLC | 95,151 | $1.07M | 0.00% | +95,151 | New |
| JPMorgan Chase & Co | 81,959 | $927.0K | 0.00% | +6,818+9.1% | Added |
| Virtu Financial LLC | 79,290 | $896.0K | 0.09% | +79,290 | New |
| SG Americas Securities, LLC | 76,689 | $867.0K | 0.00% | −5,206−6.4% | Reduced |
| British Columbia Investment Management Corp | 73,500 | $831.0K | 0.01% | 00.0% | Unchanged |
| AtonRa Partners | 71,754 | $811.0K | 0.30% | +6,238+9.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 67,619 | $764.0K | 0.00% | +32,766+94.0% | Added |
| D. E. Shaw & Co., Inc. | 67,299 | $760.0K | 0.00% | +67,299 | New |
| Natixis | 65,009 | $735.0K | 0.00% | +4,986+8.3% | Added |
| Korea Investment CORP | 64,277 | $726.0K | 0.00% | +10,900+20.4% | Added |
| Seven Eight Capital, LP | 61,087 | $690.0K | 0.10% | +61,087 | New |
| Caisse de Depot Et Placement du Quebec | 59,443 | $672.0K | 0.00% | −900−1.5% | Reduced |
| Susquehanna International Group, LLP | 59,303 | $670.0K | 0.00% | −172,170−74.4% | Reduced |
| State of New Jersey Common Pension Fund D | 58,111 | $657.0K | 0.00% | 00.0% | Unchanged |
| Aviva PLC | 54,460 | $615.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 53,768 | $608.0K | 0.00% | −56,611−51.3% | Reduced |
| Laurion Capital Management LP | 53,741 | $607.0K | 0.01% | +53,741 | New |
| Mitsubishi UFJ Trust & Banking Corp | 53,566 | $605.0K | 0.00% | −9,453−15.0% | Reduced |
| Artal Group S.A. | 50,000 | $565.0K | 0.01% | +50,000 | New |
| Qube Research & Technologies Ltd | 49,592 | $560.0K | 0.01% | +49,592 | New |
| Brinker Capital Investments, LLC | 49,261 | $557.0K | 0.01% | +49,261 | New |
| Jupiter Asset Management Ltd | 49,100 | $555.0K | 0.01% | −515,800−91.3% | Reduced |
| US Bancorp | 45,674 | $515.0K | 0.00% | +65+0.1% | Added |
| Storebrand Asset Management AS | 44,101 | $498.3K | 0.00% | +8,803+24.9% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 44,005 | $497.0K | 0.31% | −1,720−3.8% | Reduced |