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 |
|---|---|---|---|---|---|
| Berman Capital Advisors, LLC | 51 | $0 | 0.00% | +12+30.8% | Added |
| FMR LLC | 78 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 50 | $1.00K | 0.00% | +50 | New |
| Advisor Group Holdings, Inc. | 206 | $2.00K | 0.00% | +206 | New |
| Activest Wealth Management | 298 | $3.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 639 | $7.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 996 | $11.0K | 0.00% | +605+154.7% | Added |
| Sandy Spring Bank | 1,000 | $11.0K | 0.00% | +1,000 | New |
| New York State Common Retirement Fund | 1,211 | $14.0K | 0.00% | +1,211 | New |
| CSS LLC | 1,900 | $21.0K | 0.00% | +1,900 | New |
| American International Group, Inc. | 2,200 | $25.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,470 | $28.0K | 0.00% | +463+23.1% | Added |
| Shell Asset Management Co | 5,400 | $61.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 6,075 | $68.6K | 0.00% | +50+0.8% | Added |
| Newbridge Financial Services Group, Inc. | 7,005 | $79.0K | 0.05% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 7,905 | $89.0K | 0.00% | +7,905 | New |
| FIL Ltd | 9,618 | $109.0K | 0.00% | −1,790,296−99.5% | Reduced |
| Nomura Asset Management Co Ltd | 11,300 | $127.7K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 11,400 | $129.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 11,895 | $134.0K | 0.00% | +11,895 | New |
| Ensign Peak Advisors, Inc | 12,750 | $144.0K | 0.00% | +950+8.1% | Added |
| Russell Investments Group, Ltd. | 13,300 | $150.0K | 0.00% | +13,300 | New |
| Tower Research Capital LLC (TRC) | 13,354 | $151.0K | 0.00% | +128+1.0% | Added |
| Jane Street Group, LLC | 13,848 | $156.0K | 0.00% | +13,848 | New |
| Standard Life Aberdeen plc | 14,997 | $169.0K | 0.00% | −5,054−25.2% | Reduced |
| Verition Fund Management LLC | 16,541 | $187.0K | 0.00% | +16,541 | New |
| Asset Management One Co.,Ltd. | 19,167 | $216.0K | 0.00% | −5,715−23.0% | Reduced |
| Voya Investment Management LLC | 19,105 | $216.0K | 0.00% | +2,616+15.9% | Added |
| Schonfeld Strategic Advisors LLC | 20,988 | $237.0K | 0.00% | +20,988 | New |
| Teacher Retirement System of Texas | 22,251 | $251.0K | 0.00% | +355+1.6% | Added |
| Bridgefront Capital, LLC | 23,428 | $265.0K | 0.10% | +23,428 | New |
| Macquarie Group Ltd | 24,284 | $275.0K | 0.00% | +8,828+57.1% | Added |
| American Century Companies Inc | 25,561 | $289.0K | 0.00% | +1,422+5.9% | Added |
| Gsa Capital Partners LLP | 26,304 | $297.0K | 0.03% | +26,304 | New |
| Squarepoint Ops LLC | 30,156 | $341.0K | 0.00% | −274,844−90.1% | Reduced |
| ExodusPoint Capital Management, LP | 31,515 | $356.0K | 0.01% | −9,517−23.2% | Reduced |
| Engineers Gate Manager LP | 32,326 | $365.0K | 0.02% | +32,326 | New |
| Swedbank AB | 36,987 | $418.0K | 0.00% | 00.0% | Unchanged |
| Twinbeech Capital LP | 36,974 | $418.0K | 0.05% | +36,974 | New |
| Gulf International Bank (UK) Ltd | 39,557 | $446.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 39,488 | $446.0K | 0.00% | +39,488 | New |
| Souders Financial Advisors | 39,795 | $450.0K | 0.15% | +3,499+9.6% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 44,005 | $497.0K | 0.31% | −1,720−3.8% | Reduced |
| Storebrand Asset Management AS | 44,101 | $498.3K | 0.00% | +8,803+24.9% | Added |
| US Bancorp | 45,674 | $515.0K | 0.00% | +65+0.1% | Added |
| Jupiter Asset Management Ltd | 49,100 | $555.0K | 0.01% | −515,800−91.3% | Reduced |
| Brinker Capital Investments, LLC | 49,261 | $557.0K | 0.01% | +49,261 | New |
| Qube Research & Technologies Ltd | 49,592 | $560.0K | 0.01% | +49,592 | New |
| Artal Group S.A. | 50,000 | $565.0K | 0.01% | +50,000 | New |
| Mitsubishi UFJ Trust & Banking Corp | 53,566 | $605.0K | 0.00% | −9,453−15.0% | Reduced |
| Laurion Capital Management LP | 53,741 | $607.0K | 0.01% | +53,741 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 53,768 | $608.0K | 0.00% | −56,611−51.3% | Reduced |
| Aviva PLC | 54,460 | $615.0K | 0.00% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 58,111 | $657.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 59,303 | $670.0K | 0.00% | −172,170−74.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 59,443 | $672.0K | 0.00% | −900−1.5% | Reduced |
| Seven Eight Capital, LP | 61,087 | $690.0K | 0.10% | +61,087 | New |
| Korea Investment CORP | 64,277 | $726.0K | 0.00% | +10,900+20.4% | Added |
| Natixis | 65,009 | $735.0K | 0.00% | +4,986+8.3% | Added |
| D. E. Shaw & Co., Inc. | 67,299 | $760.0K | 0.00% | +67,299 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 67,619 | $764.0K | 0.00% | +32,766+94.0% | Added |
| AtonRa Partners | 71,754 | $811.0K | 0.30% | +6,238+9.5% | Added |
| British Columbia Investment Management Corp | 73,500 | $831.0K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 76,689 | $867.0K | 0.00% | −5,206−6.4% | Reduced |
| Virtu Financial LLC | 79,290 | $896.0K | 0.09% | +79,290 | New |
| JPMorgan Chase & Co | 81,959 | $927.0K | 0.00% | +6,818+9.1% | Added |
| 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 |
| Sompo Asset Management Co., Ltd. | 97,610 | $1.10M | 0.23% | +97,610 | New |
| Hudson Bay Capital Management LP | 100,000 | $1.13M | 0.01% | +100,000 | New |
| Two Sigma Investments, LP | 107,000 | $1.21M | 0.00% | +107,000 | New |
| Comerica Bank | 140,780 | $1.22M | 0.01% | +500+0.4% | Added |
| Nomura Holdings Inc | 113,700 | $1.31M | 0.01% | +91,200+405.3% | Added |
| APG Asset Management N.V. | 147,908 | $1.41M | 0.00% | +120,238+434.5% | Added |
| First Trust Advisors LP | 131,485 | $1.49M | 0.00% | +131,485 | 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 |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 150,000 | $1.70M | 0.03% | +150,000 | New |
| Bank of New York Mellon Corp | 151,742 | $1.72M | 0.00% | −32,501−17.6% | Reduced |
| Franklin Resources Inc | 163,073 | $1.84M | 0.00% | +55,058+51.0% | Added |
| BIT Capital GmbH | 171,900 | $1.94M | 0.11% | +171,900 | New |
| Nuveen Asset Management, LLC | 172,387 | $1.95M | 0.00% | −99,500−36.6% | Reduced |
| Voloridge Investment Management, LLC | 176,075 | $1.99M | 0.01% | +176,075 | New |
| Pictet Asset Management Ltd | 218,791 | $2.47M | 0.00% | +11,400+5.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 326,478 | $3.69M | 0.00% | −56,260−14.7% | Reduced |
| Los Angeles Capital Management LLC | 326,785 | $3.69M | 0.02% | +303,021+1,275.1% | Added |
| DSM Capital Partners LLC | 339,425 | $3.84M | 0.04% | −15,381−4.3% | Reduced |
| Alberta Investment Management Corp | 345,300 | $3.90M | 0.03% | +345,300 | New |
| Great West Life Assurance Co | 352,100 | $3.98M | 0.01% | +209,600+147.1% | Added |
| Windsor Creek Advisors, LLC | 421,045 | $4.76M | 1.79% | +48,763+13.1% | Added |
| Deutsche Bank AG | 441,970 | $4.99M | 0.00% | +61,927+16.3% | Added |
| Cubist Systematic Strategies, LLC | 463,518 | $5.24M | 0.06% | +284,436+158.8% | Added |
| Tudor Investment Corp Et Al | 467,789 | $5.29M | 0.11% | +441,789+1,699.2% | Added |
| UBS Asset Management Americas Inc | 489,663 | $5.53M | 0.00% | +60,794+14.2% | Added |
| Handelsbanken Fonder AB | 521,300 | $5.89M | 0.03% | +521,300 | New |
| Northern Trust Corp | 526,960 | $5.95M | 0.00% | +85,470+19.4% | Added |
| Geode Capital Management, LLC | 537,834 | $6.02M | 0.00% | +43,438+8.8% | Added |
| Bank of America Corp | 568,641 | $6.42M | 0.00% | +203,673+55.8% | Added |
| Renaissance Capital LLC | 621,236 | $7.02M | 1.11% | +377,309+154.7% | Added |