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 |
|---|---|---|---|---|---|
| Asset Management One Co.,Ltd. | 22,866 | $159.0K | 0.00% | +3,699+19.3% | Added |
| FIL Ltd | 19,266 | $134.0K | 0.00% | +9,648+100.3% | Added |
| Alberta Investment Management Corp | 19,000 | $133.0K | 0.00% | −326,300−94.5% | Reduced |
| Macquarie Group Ltd | 17,779 | $124.0K | 0.00% | −6,505−26.8% | Reduced |
| Standard Life Aberdeen plc | 16,796 | $118.0K | 0.00% | +1,799+12.0% | Added |
| Centiva Capital, LP | 16,549 | $116.0K | 0.01% | +16,549 | New |
| Wolverine Trading, LLC | 16,186 | $114.0K | 0.00% | +16,186 | New |
| Royal Bank of Canada | 13,661 | $95.0K | 0.00% | +11,191+453.1% | Added |
| Ensign Peak Advisors, Inc | 12,750 | $89.0K | 0.00% | 00.0% | Unchanged |
| AMP Capital Investors Ltd | 12,241 | $85.0K | 0.00% | +12,241 | New |
| Price T Rowe Associates Inc | 11,400 | $80.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 11,388 | $79.0K | 0.00% | −34,286−75.1% | Reduced |
| Nomura Asset Management Co Ltd | 11,300 | $78.9K | 0.00% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 8,192 | $57.0K | 0.00% | −331,233−97.6% | Reduced |
| Van Eck Associates Corp | 6,280 | $44.0K | 0.00% | +6,280 | New |
| The PNC Financial Services Group, Inc. | 5,612 | $39.0K | 0.00% | +4,616+463.5% | Added |
| American Portfolios Advisors | 5,575 | $38.9K | 0.00% | −500−8.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,000 | $28.0K | 0.02% | −3,005−42.9% | Reduced |
| American International Group, Inc. | 2,200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,349 | $9.00K | 0.00% | +1,349 | New |
| New York State Common Retirement Fund | 1,111 | $8.00K | 0.00% | −100−8.3% | Reduced |
| Korea Investment CORP | 661 | $5.00K | 0.00% | −63,616−99.0% | Reduced |
| Quadrant Capital Group LLC | 676 | $5.00K | 0.00% | +626+1,252.0% | Added |
| Advisor Group Holdings, Inc. | 227 | $2.00K | 0.00% | +21+10.2% | Added |
| Berman Capital Advisors, LLC | 413 | $2.00K | 0.00% | +362+709.8% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 186 | $1.00K | 0.00% | +186 | New |
| Bell Investment Advisors, Inc | 44 | $0 | 0.00% | +44 | New |
| DekaBank Deutsche Girozentrale | 10,474 | – | – | −728−6.5% | Reduced |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −4,774,465−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −3,243,255−100.0% | Sold out |
| TB Alternative Assets Ltd. | 0 | $0 | 0.00% | −2,627,360−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −2,479,205−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −1,734,999−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −708,154−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −467,789−100.0% | Sold out |
| Windsor Creek Advisors, LLC | 0 | $0 | 0.00% | −421,045−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −176,075−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −79,290−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −53,741−100.0% | Sold out |
| Artal Group S.A. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −49,592−100.0% | Sold out |
| Souders Financial Advisors | 0 | $0 | 0.00% | −39,795−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −39,488−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −36,974−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −32,326−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −23,428−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −22,251−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −13,354−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −7,905−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −639−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −298−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| E Fund Management (Hong Kong) Co., Ltd. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |