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 |
|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 674,928 | $7.63M | 0.00% | −487,908−42.0% | Reduced |
| Fiera Capital Corp | 708,154 | $8.00M | 0.02% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 710,438 | $8.03M | 0.00% | +485,908+216.4% | Added |
| Capital International Inc | 721,516 | $8.15M | 0.07% | +90,306+14.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 739,840 | $8.36M | 0.04% | −201,504−21.4% | Reduced |
| Canada Pension Plan Investment Board | 816,098 | $9.22M | 0.01% | +816,098 | New |
| LH Capital Markets, LLC | 890,740 | $10.1M | 3.41% | −590,740−39.9% | Reduced |
| AXA S.A. | 892,475 | $10.1M | 0.03% | −327,539−26.8% | Reduced |
| Marshall Wace Asia Ltd | 904,464 | $10.2M | 0.22% | +874,105+2,879.2% | Added |
| Rokos Capital Management LLP | 1,000,000 | $11.3M | 0.58% | +1,000,000 | New |
| Renaissance Technologies LLC | 1,094,800 | $12.4M | 0.02% | +1,094,800 | New |
| California Public Employees Retirement System | 1,135,618 | $12.8M | 0.01% | +746,810+192.1% | Added |
| Morgan Stanley | 1,229,550 | $13.9M | 0.00% | +1,156,881+1,592.0% | Added |
| HSBC Holdings PLC | 1,307,475 | $14.8M | 0.02% | +796,489+155.9% | Added |
| Credit Suisse AG | 1,295,999 | $14.9M | 0.01% | −276,147−17.6% | Reduced |
| UBS Group AG | 1,447,288 | $16.4M | 0.01% | +111,647+8.4% | Added |
| Citadel Advisors LLC | 1,493,445 | $16.9M | 0.02% | +1,365,300+1,065.4% | Added |
| Arrowstreet Capital, Limited Partnership | 1,503,038 | $17.0M | 0.02% | +1,466,806+4,048.4% | Added |
| Millennium Management LLC | 1,574,132 | $17.8M | 0.02% | +1,574,132 | New |
| Ghisallo Capital Management LLC | 1,640,548 | $18.5M | 0.71% | +971,652+145.3% | Added |
| Pinebridge Investments, L.P. | 1,646,655 | $18.6M | 0.22% | +1,022,314+163.7% | Added |
| Element Capital Management LLC | 1,734,999 | $19.6M | 3.10% | +1,734,999 | New |
| Ontario Teachers Pension Plan Board | 1,921,990 | $21.7M | 0.27% | 00.0% | Unchanged |
| Blackstone Group Inc. | 2,479,205 | $28.0M | 0.07% | +2,479,205 | New |
| Bridgewater Associates, LP | 2,529,537 | $28.6M | 0.18% | +399,430+18.8% | Added |
| TB Alternative Assets Ltd. | 2,627,360 | $29.7M | 5.91% | −355,800−11.9% | Reduced |
| Manufacturers Life Insurance Company, The | 2,672,172 | $30.2M | 0.02% | −3,633,290−57.6% | Reduced |
| Legal & General Group Plc | 2,825,905 | $31.9M | 0.01% | +1,825,373+182.4% | Added |
| Prudential PLC | 3,175,250 | $35.9M | 0.33% | +500,107+18.7% | Added |
| Bamco Inc | 3,243,255 | $36.6M | 0.08% | −1,931,967−37.3% | Reduced |
| Penserra Capital Management LLC | 3,314,959 | $37.5M | 0.68% | −819,993−19.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 3,838,638 | $43.4M | 0.12% | +154,346+4.2% | Added |
| State Street Corp | 4,348,690 | $49.1M | 0.00% | +1,538,337+54.7% | Added |
| Norges Bank | 4,724,412 | $53.4M | 0.01% | +2,445,039+107.3% | Added |
| Alliancebernstein L.P. | 4,774,465 | $54.0M | 0.02% | +1,820,665+61.6% | Added |
| Krane Funds Advisors LLC | 6,932,770 | $78.3M | 2.34% | +1,520,068+28.1% | Added |
| Caas Capital Management LP | 8,438,514 | $95.4M | 5.10% | +8,438,514 | New |
| BlackRock Inc. | 8,754,305 | $98.9M | 0.00% | +501,907+6.1% | Added |
| Farallon Capital Management, L.L.C. | 11,324,399 | $128.0M | 0.62% | +1,491,000+15.2% | Added |
| Vanguard Group Inc | 18,484,970 | $208.9M | 0.01% | +12,147,031+191.7% | Added |
| Baillie Gifford & Co | 19,342,903 | $218.6M | 0.11% | +1,055,827+5.8% | Added |
| Capital World Investors | 38,451,727 | $434.5M | 0.07% | +9,941,643+34.9% | Added |
| Capital Research Global Investors | 39,831,192 | $450.1M | 0.10% | +7,669,325+23.8% | Added |
| DekaBank Deutsche Girozentrale | 11,202 | – | – | +478+4.5% | Added |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −2,025,000−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −112,700−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −59,343−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −29,913−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −28,656−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −28,126−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −24,771−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −21,500−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −19,371−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −15,240−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −8,628−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −6,079−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Banco de Sabadell, S.A | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| E Fund Management Co., Ltd. | – | – | – | – | Not filed |