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, Q4 2021
Institutional positions in Lufax Holding Ltd as of Dec 31, 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
- 132
- +6 vs. Q3 2021
- Shares held
- 295.7M
- +31.1M (+11.8%) vs. Q3 2021
- Total value
- $1.66B
- −$182.5M (−9.9%) vs. Q3 2021
- New holders
- 40
- 42 more added
- Sold out
- 34
- 42 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $213.0M |
| Q3 2025 | 89 | $353.9M |
| Q2 2025 | 98 | $277.8M |
| Q1 2025 | 103 | $286.0M |
| Q4 2024 | 103 | $205.3M |
| Q3 2024 | 116 | $300.7M |
| Q2 2024 | 113 | $216.8M |
| Q1 2024 | 129 | $459.3M |
| Q4 2023 | 121 | $274.2M |
| Q3 2023 | 146 | $406.5M |
| Q2 2023 | 155 | $570.2M |
| Q1 2023 | 172 | $886.8M |
| Q4 2022 | 166 | $809.3M |
| Q3 2022 | 155 | $920.0M |
| Q2 2022 | 163 | $2.21B |
| Q1 2022 | 140 | $1.94B |
| Q4 2021 | 132 | $1.66B |
| Q3 2021 | 128 | $1.85B |
| Q2 2021 | 144 | $2.62B |
| Q1 2021 | 119 | $2.48B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Lufax Holding Ltd; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Research Global Investors | 56,801,759 | $319.8M | 0.07% | +1,205,276+2.2% | Added |
| Capital World Investors | 53,128,817 | $299.1M | 0.05% | −236,513−0.4% | Reduced |
| Baillie Gifford & Co | 26,496,135 | $149.2M | 0.08% | +6,812,317+34.6% | Added |
| Alpha Square Group S, LLC | 20,480,482 | $115.3M | 23.34% | +20,480,482 | New |
| Vanguard Group Inc | 19,591,226 | $110.3M | 0.00% | +178,040+0.9% | Added |
| Farallon Capital Management, L.L.C. | 19,019,399 | $107.1M | 0.60% | +4,662,500+32.5% | Added |
| Krane Funds Advisors LLC | 16,700,079 | $94.0M | 2.36% | +3,212,992+23.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 7,261,467 | $40.9M | 0.09% | −526,040−6.8% | Reduced |
| Bridgewater Associates, LP | 6,086,951 | $34.3M | 0.20% | +976,979+19.1% | Added |
| Arrowstreet Capital, Limited Partnership | 5,319,211 | $29.9M | 0.04% | +2,409,417+82.8% | Added |
| Renaissance Technologies LLC | 3,715,265 | $20.9M | 0.03% | +1,527,654+69.8% | Added |
| Millennium Management LLC | 3,500,460 | $19.7M | 0.02% | +2,291,800+189.6% | Added |
| Legal & General Group Plc | 3,128,002 | $17.6M | 0.01% | −368,988−10.6% | Reduced |
| E Fund Management Co., Ltd. | 3,112,525 | $17.5M | 0.62% | +836,477+36.8% | Added |
| Two Sigma Investments, LP | 3,076,631 | $17.3M | 0.04% | +2,185,267+245.2% | Added |
| Gold Dragon Worldwide Asset Management Ltd | 2,860,499 | $16.1M | 5.43% | +2,860,499 | New |
| State Street Corp | 2,805,259 | $15.8M | 0.00% | −2,178,674−43.7% | Reduced |
| Norges Bank | 2,749,688 | $15.5M | 0.00% | −1,974,724−41.8% | Reduced |
| Goldman Sachs Group Inc | 2,507,362 | $14.1M | 0.00% | +179,587+7.7% | Added |
| BlackRock Inc. | 2,035,191 | $11.5M | 0.00% | −7,404,756−78.4% | Reduced |
| D. E. Shaw & Co., Inc. | 1,886,607 | $10.6M | 0.01% | +969,425+105.7% | Added |
| Penserra Capital Management LLC | 1,788,211 | $10.1M | 0.22% | −1,183,171−39.8% | Reduced |
| Credit Suisse AG | 1,606,654 | $9.04M | 0.01% | +1,207,690+302.7% | Added |
| Citadel Advisors LLC | 1,555,151 | $8.76M | 0.01% | −1,022,891−39.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,551,615 | $8.74M | 0.04% | +445,975+40.3% | Added |
| Morgan Stanley | 1,379,257 | $7.76M | 0.00% | −878,296−38.9% | Reduced |
| AXA S.A. | 1,306,503 | $7.36M | 0.02% | +265,137+25.5% | Added |
| Swedbank AB | 1,207,287 | $6.82M | 0.01% | +1,170,300+3,164.1% | Added |
| California Public Employees Retirement System | 1,153,105 | $6.49M | 0.00% | −51,401−4.3% | Reduced |
| Invesco Ltd. | 1,054,411 | $5.94M | 0.00% | +568,201+116.9% | Added |
| KBC Group NV | 988,176 | $5.56M | 0.02% | +988,176 | New |
| Susquehanna International Group, LLP | 923,712 | $5.20M | 0.00% | +724,174+362.9% | Added |
| Pinebridge Investments, L.P. | 902,916 | $5.08M | 0.05% | −361,786−28.6% | Reduced |
| Geode Capital Management, LLC | 858,691 | $4.83M | 0.00% | +252,306+41.6% | Added |
| Bank of America Corp | 840,990 | $4.74M | 0.00% | −273,899−24.6% | Reduced |
| Great West Life Assurance Co | 796,312 | $4.47M | 0.01% | +325,812+69.2% | Added |
| LH Capital Markets, LLC | 740,740 | $4.17M | 1.89% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 721,990 | $4.07M | 0.05% | −700,000−49.2% | Reduced |
| Charles Schwab Investment Management Inc | 719,665 | $4.05M | 0.00% | −6,243−0.9% | Reduced |
| Indus Capital Partners, LLC | 680,337 | $3.83M | 0.93% | −1,819−0.3% | Reduced |
| Handelsbanken Fonder AB | 663,600 | $3.74M | 0.02% | +64,800+10.8% | Added |
| Ergoteles LLC | 656,500 | $3.70M | 0.14% | +656,500 | New |
| Lazard Asset Management LLC | 603,968 | $3.40M | 0.00% | +603,968 | New |
| Bank of New York Mellon Corp | 522,653 | $2.94M | 0.00% | +371,538+245.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 505,000 | $2.85M | 0.00% | +505,000 | New |
| Toroso Investments, LLC | 506,362 | $2.85M | 0.09% | +506,362 | New |
| Ghisallo Capital Management LLC | 500,000 | $2.81M | 0.14% | +435,000+669.2% | Added |
| Wellington Management Group LLP | 499,206 | $2.81M | 0.00% | +499,206 | New |
| Jane Street Group, LLC | 462,662 | $2.60M | 0.01% | +396,961+604.2% | Added |
| UBS Group AG | 461,730 | $2.60M | 0.00% | −1,002,317−68.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 427,987 | $2.41M | 0.06% | +427,987 | New |
| Deutsche Bank AG | 356,023 | $2.00M | 0.00% | −234,682−39.7% | Reduced |
| Cubist Systematic Strategies, LLC | 339,303 | $1.91M | 0.02% | +121,371+55.7% | Added |
| National Bank of Canada | 325,000 | $1.83M | 0.01% | +325,000 | New |
| Segantii Capital Management Ltd | 325,000 | $1.83M | 0.06% | +325,000 | New |
| UBS Asset Management Americas Inc | 322,840 | $1.82M | 0.00% | −192,926−37.4% | Reduced |
| Northern Trust Corp | 312,015 | $1.76M | 0.00% | −281,339−47.4% | Reduced |
| Neuberger Berman Group LLC | 312,489 | $1.74M | 0.00% | +31,334+11.1% | Added |
| Trexquant Investment LP | 287,039 | $1.62M | 0.10% | +261,542+1,025.8% | Added |
| Marshall Wace, LLP | 279,307 | $1.57M | 0.00% | −468,882−62.7% | Reduced |
| Nokota Management, LP | 235,000 | $1.32M | 1.32% | +235,000 | New |
| Renaissance Capital LLC | 225,746 | $1.27M | 0.33% | −39,555−14.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 190,730 | $1.07M | 0.21% | +15,470+8.8% | Added |
| Twinbeech Capital LP | 182,213 | $1.03M | 0.06% | +182,213 | New |
| Brinker Capital Investments, LLC | 160,535 | $904.0K | 0.01% | +111,274+225.9% | Added |
| Russell Investments Group, Ltd. | 147,617 | $830.0K | 0.00% | +37,936+34.6% | Added |
| Two Sigma Advisers, LP | 141,800 | $798.0K | 0.00% | +141,800 | New |
| HRT Financial LP | 136,641 | $769.0K | 0.00% | +136,641 | New |
| Aigen Investment Management, LP | 114,016 | $693.0K | 0.04% | +114,016 | New |
| First Trust Advisors LP | 121,685 | $685.0K | 0.00% | +38,947+47.1% | Added |
| Prelude Capital Management, LLC | 109,600 | $617.0K | 0.03% | +109,600 | New |
| Caisse de Depot Et Placement du Quebec | 109,000 | $614.0K | 0.00% | −28,443−20.7% | Reduced |
| Sculptor Capital LP | 100,000 | $563.0K | 0.01% | +100,000 | New |
| HSBC Holdings PLC | 91,782 | $518.0K | 0.00% | −880,739−90.6% | Reduced |
| Korea Investment CORP | 91,361 | $514.0K | 0.00% | +90,700+13,721.6% | Added |
| Engineers Gate Manager LP | 90,687 | $511.0K | 0.02% | +90,687 | New |
| Profund Advisors LLC | 89,085 | $502.0K | 0.02% | +89,085 | New |
| Tudor Investment Corp Et Al | 85,070 | $479.0K | 0.01% | +85,070 | New |
| AtonRa Partners | 82,539 | $465.0K | 0.16% | +9,564+13.1% | Added |
| Citigroup Inc | 82,214 | $463.0K | 0.00% | −54,800−40.0% | Reduced |
| Storebrand Asset Management AS | 78,529 | $442.1K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 70,209 | $395.0K | 0.00% | −93,402−57.1% | Reduced |
| Tower Research Capital LLC (TRC) | 69,295 | $390.0K | 0.01% | +69,295 | New |
| Caas Capital Management LP | 67,777 | $382.0K | 0.03% | −1,212,582−94.7% | Reduced |
| Natixis | 63,117 | $355.0K | 0.00% | −13,490−17.6% | Reduced |
| JBF Capital, Inc. | 62,500 | $352.0K | 0.07% | +62,500 | New |
| Prescott Group Capital Management, L.L.C. | 60,000 | $338.0K | 0.08% | +60,000 | New |
| Simplex Trading, LLC | 58,084 | $327.0K | 0.01% | +58,084 | New |
| Bayesian Capital Management, LP | 52,200 | $294.0K | 0.09% | +16,127+44.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 50,989 | $288.0K | 0.00% | +50,989 | New |
| Parametric Portfolio Associates LLC | 47,346 | $267.0K | 0.00% | −326,489−87.3% | Reduced |
| Virtu Financial LLC | 43,354 | $244.0K | 0.02% | +43,354 | New |
| XTX Topco Ltd | 40,516 | $228.0K | 0.13% | +40,516 | New |
| Yousif Capital Management, LLC | 38,142 | $215.0K | 0.00% | +38,142 | New |
| Royal Bank of Canada | 37,535 | $211.0K | 0.00% | +23,874+174.8% | Added |
| Asset Management One Co.,Ltd. | 34,944 | $191.0K | 0.00% | +12,078+52.8% | Added |
| APG Asset Management N.V. | 37,320 | $185.0K | 0.00% | −285,600−88.4% | Reduced |
| Manufacturers Life Insurance Company, The | 31,300 | $176.0K | 0.00% | −1,400−4.3% | Reduced |
| Comerica Bank | 38,142 | $175.0K | 0.00% | −5,256−12.1% | Reduced |
| Verition Fund Management LLC | 28,644 | $161.0K | 0.00% | −2,983−9.4% | Reduced |