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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2021: 144 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 heldQ2 2021: $2.60B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Lufax Holding Ltd; share changes are against Q1 2021.

Institutions holding LU in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Souders Financial Advisors39,795$450.0K0.15%+3,499+9.6%Added
Gulf International Bank (UK) Ltd39,557$446.0K0.01%00.0%Unchanged
Lazard Asset Management LLC39,488$446.0K0.00%+39,488New
Twinbeech Capital LP36,974$418.0K0.05%+36,974New
Swedbank AB36,987$418.0K0.00%00.0%Unchanged
Engineers Gate Manager LP32,326$365.0K0.02%+32,326New
ExodusPoint Capital Management, LP31,515$356.0K0.01%−9,517−23.2%Reduced
Squarepoint Ops LLC30,156$341.0K0.00%−274,844−90.1%Reduced
Gsa Capital Partners LLP26,304$297.0K0.03%+26,304New
American Century Companies Inc25,561$289.0K0.00%+1,422+5.9%Added
Macquarie Group Ltd24,284$275.0K0.00%+8,828+57.1%Added
Bridgefront Capital, LLC23,428$265.0K0.10%+23,428New
Teacher Retirement System of Texas22,251$251.0K0.00%+355+1.6%Added
Schonfeld Strategic Advisors LLC20,988$237.0K0.00%+20,988New
Asset Management One Co.,Ltd.19,167$216.0K0.00%−5,715−23.0%Reduced
Voya Investment Management LLC19,105$216.0K0.00%+2,616+15.9%Added
Verition Fund Management LLC16,541$187.0K0.00%+16,541New
Standard Life Aberdeen plc14,997$169.0K0.00%−5,054−25.2%Reduced
Jane Street Group, LLC13,848$156.0K0.00%+13,848New
Tower Research Capital LLC (TRC)13,354$151.0K0.00%+128+1.0%Added
Russell Investments Group, Ltd.13,300$150.0K0.00%+13,300New
Ensign Peak Advisors, Inc12,750$144.0K0.00%+950+8.1%Added
Marshall Wace, LLP11,895$134.0K0.00%+11,895New
Price T Rowe Associates Inc11,400$129.0K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd11,300$127.7K0.00%00.0%Unchanged
FIL Ltd9,618$109.0K0.00%−1,790,296−99.5%Reduced
Acadian Asset Management LLC7,905$89.0K0.00%+7,905New
Newbridge Financial Services Group, Inc.7,005$79.0K0.05%00.0%Unchanged
American Portfolios Advisors6,075$68.6K0.00%+50+0.8%Added
Shell Asset Management Co5,400$61.0K0.00%00.0%Unchanged
Royal Bank of Canada2,470$28.0K0.00%+463+23.1%Added
American International Group, Inc.2,200$25.0K0.00%00.0%Unchanged
CSS LLC1,900$21.0K0.00%+1,900New
New York State Common Retirement Fund1,211$14.0K0.00%+1,211New
The PNC Financial Services Group, Inc.996$11.0K0.00%+605+154.7%Added
Sandy Spring Bank1,000$11.0K0.00%+1,000New
Edmond de Rothschild Holding S.A.639$7.00K0.00%00.0%Unchanged
Activest Wealth Management298$3.00K0.00%00.0%Unchanged
CWM, LLC250$3.00K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.206$2.00K0.00%+206New
FMR LLC78$1.00K0.00%00.0%Unchanged
Quadrant Capital Group LLC50$1.00K0.00%+50New
Berman Capital Advisors, LLC51$00.00%+12+30.8%Added
DekaBank Deutsche Girozentrale11,202––+478+4.5%Added
Segantii Capital Management Ltd0$00.00%−2,025,000−100.0%Sold out
Man Group plc0$00.00%−112,700−100.0%Sold out
Bank of Montreal0$00.00%−59,343−100.0%Sold out
Simplex Trading, LLC0$00.00%−29,913−100.0%Sold out
HRT Financial LP0$00.00%−28,656−100.0%Sold out
Ergoteles LLC0$00.00%−28,126−100.0%Sold out
Wellington Management Group LLP0$00.00%−24,771−100.0%Sold out
Yorktown Management & Research Co Inc0$00.00%−21,500−100.0%Sold out
Wolverine Trading, LLC0$00.00%−19,371−100.0%Sold out
Group One Trading, L.P.0$00.00%−15,240−100.0%Sold out
Cutler Group LP0$00.00%−8,628−100.0%Sold out
PEAK6 Investments LLC0$00.00%−6,079−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−3,700−100.0%Sold out
Banco de Sabadell, S.A0$00.00%−1,500−100.0%Sold out
E Fund Management Co., Ltd.––––Not filed