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, Q3 2021
Institutional positions in Lufax Holding Ltd as of Sep 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
- 128
- −13 vs. Q2 2021
- Shares held
- 265.0M
- +34.7M (+15.1%) vs. Q2 2021
- Total value
- $1.85B
- −$752.2M (−28.9%) vs. Q2 2021
- New holders
- 17
- 66 more added
- Sold out
- 30
- 32 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Lufax Holding Ltd; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Research Global Investors | 55,596,483 | $388.1M | 0.09% | +15,765,291+39.6% | Added |
| Capital World Investors | 53,365,330 | $372.5M | 0.06% | +14,913,603+38.8% | Added |
| Baillie Gifford & Co | 19,683,818 | $137.4M | 0.07% | +340,915+1.8% | Added |
| Vanguard Group Inc | 19,413,186 | $135.5M | 0.00% | +928,216+5.0% | Added |
| Farallon Capital Management, L.L.C. | 14,356,899 | $100.2M | 0.54% | +3,032,500+26.8% | Added |
| Krane Funds Advisors LLC | 13,487,087 | $94.1M | 1.95% | +6,554,317+94.5% | Added |
| BlackRock Inc. | 9,439,947 | $65.9M | 0.00% | +685,642+7.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 7,787,507 | $54.4M | 0.14% | +3,948,869+102.9% | Added |
| Bridgewater Associates, LP | 5,109,972 | $35.7M | 0.20% | +2,580,435+102.0% | Added |
| State Street Corp | 4,983,933 | $34.8M | 0.00% | +635,243+14.6% | Added |
| Norges Bank | 4,724,412 | $33.0M | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,811,223 | $26.6M | 0.00% | +3,729,264+4,550.2% | Added |
| Legal & General Group Plc | 3,496,990 | $24.4M | 0.01% | +671,085+23.7% | Added |
| Prudential PLC | 2,996,936 | $20.9M | 0.29% | −178,314−5.6% | Reduced |
| Penserra Capital Management LLC | 2,971,382 | $20.7M | 0.43% | −343,577−10.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 2,909,794 | $20.3M | 0.03% | +1,406,756+93.6% | Added |
| Citadel Advisors LLC | 2,578,042 | $18.0M | 0.02% | +1,084,597+72.6% | Added |
| Goldman Sachs Group Inc | 2,327,775 | $16.2M | 0.00% | +1,652,847+244.9% | Added |
| E Fund Management Co., Ltd. | 2,276,048 | $15.9M | 0.66% | +2,276,048 | New |
| Morgan Stanley | 2,257,553 | $15.8M | 0.00% | +1,028,003+83.6% | Added |
| Renaissance Technologies LLC | 2,187,611 | $15.3M | 0.02% | +1,092,811+99.8% | Added |
| UBS Group AG | 1,464,047 | $10.2M | 0.00% | +16,759+1.2% | Added |
| Ontario Teachers Pension Plan Board | 1,421,990 | $9.93M | 0.04% | −500,000−26.0% | Reduced |
| Caas Capital Management LP | 1,280,359 | $8.94M | 0.67% | −7,158,155−84.8% | Reduced |
| Pinebridge Investments, L.P. | 1,264,702 | $8.83M | 0.11% | −381,953−23.2% | Reduced |
| Millennium Management LLC | 1,208,660 | $8.44M | 0.01% | −365,472−23.2% | Reduced |
| California Public Employees Retirement System | 1,204,506 | $8.41M | 0.01% | +68,888+6.1% | Added |
| Bank of America Corp | 1,114,889 | $7.78M | 0.00% | +546,248+96.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,105,640 | $7.72M | 0.04% | +365,800+49.4% | Added |
| AXA S.A. | 1,041,366 | $7.27M | 0.02% | +148,891+16.7% | Added |
| HSBC Holdings PLC | 972,521 | $6.79M | 0.01% | −334,954−25.6% | Reduced |
| D. E. Shaw & Co., Inc. | 917,182 | $6.40M | 0.01% | +849,883+1,262.8% | Added |
| Two Sigma Investments, LP | 891,364 | $6.22M | 0.02% | +784,364+733.1% | Added |
| Canada Pension Plan Investment Board | 815,016 | $5.69M | 0.01% | −1,082−0.1% | Reduced |
| Marshall Wace, LLP | 748,189 | $5.22M | 0.03% | +736,294+6,189.9% | Added |
| LH Capital Markets, LLC | 740,740 | $5.17M | 6.50% | −150,000−16.8% | Reduced |
| Charles Schwab Investment Management Inc | 725,908 | $5.07M | 0.00% | +15,470+2.2% | Added |
| Capital International Inc | 699,905 | $4.88M | 0.05% | −21,611−3.0% | Reduced |
| Indus Capital Partners, LLC | 682,156 | $4.76M | 0.82% | +682,156 | New |
| Geode Capital Management, LLC | 606,385 | $4.19M | 0.00% | +68,551+12.7% | Added |
| Handelsbanken Fonder AB | 598,800 | $4.18M | 0.02% | +77,500+14.9% | Added |
| Northern Trust Corp | 593,354 | $4.14M | 0.00% | +66,394+12.6% | Added |
| Deutsche Bank AG | 590,705 | $4.12M | 0.00% | +148,735+33.7% | Added |
| UBS Asset Management Americas Inc | 515,766 | $3.60M | 0.00% | +26,103+5.3% | Added |
| Invesco Ltd. | 486,210 | $3.39M | 0.00% | +349,800+256.4% | Added |
| Great West Life Assurance Co | 470,500 | $3.31M | 0.01% | +118,400+33.6% | Added |
| Marshall Wace Asia Ltd | 417,862 | $2.92M | 0.07% | −486,602−53.8% | Reduced |
| Credit Suisse AG | 398,964 | $2.79M | 0.00% | −897,035−69.2% | Reduced |
| Parametric Portfolio Associates LLC | 373,835 | $2.61M | 0.00% | +279,379+295.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 326,478 | $2.28M | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 324,285 | $2.26M | 0.01% | −2,500−0.8% | Reduced |
| Neuberger Berman Group LLC | 281,155 | $1.95M | 0.00% | +186,004+195.5% | Added |
| APG Asset Management N.V. | 322,920 | $1.95M | 0.00% | +175,012+118.3% | Added |
| Renaissance Capital LLC | 265,301 | $1.85M | 0.37% | −355,935−57.3% | Reduced |
| Nuveen Asset Management, LLC | 259,487 | $1.81M | 0.00% | +87,100+50.5% | Added |
| Seven Eight Capital, LP | 247,758 | $1.73M | 0.17% | +186,671+305.6% | Added |
| Pictet Asset Management SA | 218,791 | $1.53M | 0.00% | +218,791 | New |
| Cubist Systematic Strategies, LLC | 217,932 | $1.52M | 0.02% | −245,586−53.0% | Reduced |
| Susquehanna International Group, LLP | 199,538 | $1.39M | 0.00% | +140,235+236.5% | Added |
| Sompo Asset Management Co., Ltd. | 175,260 | $1.22M | 0.28% | +77,650+79.6% | Added |
| Nomura Holdings Inc | 162,877 | $1.15M | 0.01% | +49,177+43.3% | Added |
| Franklin Resources Inc | 163,611 | $1.14M | 0.00% | +538+0.3% | Added |
| Bank of New York Mellon Corp | 151,115 | $1.05M | 0.00% | −627−0.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 137,443 | $959.0K | 0.00% | +78,000+131.2% | Added |
| Citigroup Inc | 137,014 | $956.0K | 0.00% | +680+0.5% | Added |
| Russell Investments Group, Ltd. | 109,681 | $765.0K | 0.00% | +96,381+724.7% | Added |
| PEAK6 Investments LLC | 91,970 | $642.0K | 0.01% | +91,970 | New |
| Squarepoint Ops LLC | 89,184 | $623.0K | 0.00% | +59,028+195.7% | Added |
| First Trust Advisors LP | 82,738 | $578.0K | 0.00% | −48,747−37.1% | Reduced |
| Brinker Capital Investments, LLC | 49,261 | $557.0K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 79,000 | $551.0K | 0.01% | +58,012+276.4% | Added |
| Storebrand Asset Management AS | 78,529 | $548.1K | 0.00% | +34,428+78.1% | Added |
| Natixis | 76,607 | $535.0K | 0.00% | +11,598+17.8% | Added |
| SG Americas Securities, LLC | 75,089 | $524.0K | 0.00% | −1,600−2.1% | Reduced |
| ExodusPoint Capital Management, LP | 74,544 | $520.0K | 0.01% | +43,029+136.5% | Added |
| British Columbia Investment Management Corp | 73,500 | $513.0K | 0.00% | 00.0% | Unchanged |
| AtonRa Partners | 72,975 | $509.0K | 0.17% | +1,221+1.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 67,619 | $472.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 65,701 | $459.0K | 0.00% | +51,853+374.4% | Added |
| Aviva PLC | 65,360 | $456.0K | 0.00% | +10,900+20.0% | Added |
| Ghisallo Capital Management LLC | 65,000 | $454.0K | 0.02% | −1,575,548−96.0% | Reduced |
| BIT Capital GmbH | 61,705 | $444.3K | 0.03% | −110,195−64.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 62,602 | $437.0K | 0.08% | +62,602 | New |
| State of New Jersey Common Pension Fund D | 58,111 | $406.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 53,768 | $375.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 53,624 | $374.0K | 0.00% | +58+0.1% | Added |
| Caption Management, LLC | 53,333 | $372.0K | 0.02% | +53,333 | New |
| Daiwa Securities Group Inc. | 50,000 | $349.0K | 0.00% | +50,000 | New |
| Comerica Bank | 43,398 | $315.0K | 0.00% | −97,382−69.2% | Reduced |
| Voya Investment Management LLC | 41,637 | $291.0K | 0.00% | +22,532+117.9% | Added |
| Gulf International Bank (UK) Ltd | 39,557 | $276.0K | 0.00% | 00.0% | Unchanged |
| Swedbank AB | 36,987 | $258.2K | 0.00% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 36,500 | $255.0K | 0.00% | −12,600−25.7% | Reduced |
| Bayesian Capital Management, LP | 36,073 | $252.0K | 0.07% | +36,073 | New |
| Manufacturers Life Insurance Company, The | 32,700 | $228.0K | 0.00% | −2,639,472−98.8% | Reduced |
| Verition Fund Management LLC | 31,627 | $221.0K | 0.00% | +15,086+91.2% | Added |
| Gsa Capital Partners LLP | 28,907 | $202.0K | 0.02% | +2,603+9.9% | Added |
| American Century Companies Inc | 25,893 | $181.0K | 0.00% | +332+1.3% | Added |
| Agf Investments Inc. | 25,500 | $178.0K | 0.00% | +25,500 | New |
| Trexquant Investment LP | 25,497 | $178.0K | 0.01% | +25,497 | New |