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
- 295.2M
- +30.6M (+11.6%) vs. Q3 2021
- Total value
- $1.66B
- −$184.5M (−10.0%) 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 | $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, 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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 68 | $0 | 0.00% | −1,281−95.0% | Reduced |
| Advisor Group Holdings, Inc. | 243 | $1.00K | 0.00% | +16+7.0% | Added |
| Bell Investment Advisors, Inc | 126 | $1.00K | 0.00% | +82+186.4% | Added |
| Wells Fargo & Company | 200 | $1.00K | 0.00% | +200 | New |
| CWM, LLC | 250 | $1.00K | 0.00% | +250 | New |
| Evoke Wealth, LLC | 117 | $1.00K | 0.00% | +117 | New |
| The PNC Financial Services Group, Inc. | 394 | $2.00K | 0.00% | −5,218−93.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 335 | $2.00K | 0.00% | +149+80.1% | Added |
| New York State Common Retirement Fund | 1,111 | $6.00K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 2,200 | $12.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 3,300 | $18.6K | 0.00% | −2,275−40.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,000 | $23.0K | 0.01% | 00.0% | Unchanged |
| Pinz Capital Management, LP | 5,000 | $28.0K | 0.01% | +5,000 | New |
| Acadian Asset Management LLC | 7,564 | $42.0K | 0.00% | +7,564 | New |
| US Bancorp | 8,795 | $50.0K | 0.00% | −2,593−22.8% | Reduced |
| SEI Investments Co | 11,045 | $58.0K | 0.00% | +11,045 | New |
| Van Eck Associates Corp | 11,399 | $64.0K | 0.00% | +5,119+81.5% | Added |
| Seven Eight Capital, LP | 11,524 | $65.0K | 0.01% | −236,234−95.3% | Reduced |
| Ensign Peak Advisors, Inc | 12,750 | $72.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 15,020 | $85.0K | 0.01% | +15,020 | New |
| Alpine Global Management, LLC | 16,779 | $94.0K | 0.01% | +16,779 | New |
| PEAK6 Investments LLC | 17,161 | $97.0K | 0.00% | −74,809−81.3% | Reduced |
| DGS Capital Management, LLC | 18,413 | $104.0K | 0.06% | +18,413 | New |
| Alberta Investment Management Corp | 19,000 | $107.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 20,063 | $113.0K | 0.00% | −21,574−51.8% | Reduced |
| Canada Pension Plan Investment Board | 20,700 | $116.0K | 0.00% | −794,316−97.5% | Reduced |
| LMR Partners LLP | 21,436 | $121.0K | 0.00% | +21,436 | New |
| JPMorgan Chase & Co | 23,432 | $132.0K | 0.00% | −3,787,791−99.4% | Reduced |
| FIL Ltd | 23,488 | $132.0K | 0.00% | +4,222+21.9% | Added |
| Investment Management Corp of Ontario | 25,523 | $144.0K | 0.01% | +25,523 | New |
| American Century Companies Inc | 25,893 | $146.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27,562 | $156.0K | 0.00% | −40,057−59.2% | Reduced |
| Verition Fund Management LLC | 28,644 | $161.0K | 0.00% | −2,983−9.4% | Reduced |
| Comerica Bank | 38,142 | $175.0K | 0.00% | −5,256−12.1% | Reduced |
| Manufacturers Life Insurance Company, The | 31,300 | $176.0K | 0.00% | −1,400−4.3% | Reduced |
| APG Asset Management N.V. | 37,320 | $185.0K | 0.00% | −285,600−88.4% | Reduced |
| Asset Management One Co.,Ltd. | 34,944 | $191.0K | 0.00% | +12,078+52.8% | Added |
| Royal Bank of Canada | 37,535 | $211.0K | 0.00% | +23,874+174.8% | Added |
| Yousif Capital Management, LLC | 38,142 | $215.0K | 0.00% | +38,142 | New |
| XTX Topco Ltd | 40,516 | $228.0K | 0.13% | +40,516 | New |
| Virtu Financial LLC | 43,354 | $244.0K | 0.02% | +43,354 | New |
| Parametric Portfolio Associates LLC | 47,346 | $267.0K | 0.00% | −326,489−87.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 50,989 | $288.0K | 0.00% | +50,989 | New |
| Bayesian Capital Management, LP | 52,200 | $294.0K | 0.09% | +16,127+44.7% | Added |
| Simplex Trading, LLC | 58,084 | $327.0K | 0.01% | +58,084 | New |
| Prescott Group Capital Management, L.L.C. | 60,000 | $338.0K | 0.08% | +60,000 | New |
| JBF Capital, Inc. | 62,500 | $352.0K | 0.07% | +62,500 | New |
| Natixis | 63,117 | $355.0K | 0.00% | −13,490−17.6% | Reduced |
| Caas Capital Management LP | 67,777 | $382.0K | 0.03% | −1,212,582−94.7% | Reduced |
| Tower Research Capital LLC (TRC) | 69,295 | $390.0K | 0.01% | +69,295 | New |
| Franklin Resources Inc | 70,209 | $395.0K | 0.00% | −93,402−57.1% | Reduced |
| Storebrand Asset Management AS | 78,529 | $442.1K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 82,214 | $463.0K | 0.00% | −54,800−40.0% | Reduced |
| AtonRa Partners | 82,539 | $465.0K | 0.16% | +9,564+13.1% | Added |
| Tudor Investment Corp Et Al | 85,070 | $479.0K | 0.01% | +85,070 | New |
| Profund Advisors LLC | 89,085 | $502.0K | 0.02% | +89,085 | New |
| Engineers Gate Manager LP | 90,687 | $511.0K | 0.02% | +90,687 | New |
| Korea Investment CORP | 91,361 | $514.0K | 0.00% | +90,700+13,721.6% | Added |
| HSBC Holdings PLC | 91,782 | $518.0K | 0.00% | −880,739−90.6% | Reduced |
| Sculptor Capital LP | 100,000 | $563.0K | 0.01% | +100,000 | New |
| Caisse de Depot Et Placement du Quebec | 109,000 | $614.0K | 0.00% | −28,443−20.7% | Reduced |
| Prelude Capital Management, LLC | 109,600 | $617.0K | 0.03% | +109,600 | New |
| First Trust Advisors LP | 121,685 | $685.0K | 0.00% | +38,947+47.1% | Added |
| Aigen Investment Management, LP | 114,016 | $693.0K | 0.04% | +114,016 | New |
| HRT Financial LP | 136,641 | $769.0K | 0.00% | +136,641 | New |
| Two Sigma Advisers, LP | 141,800 | $798.0K | 0.00% | +141,800 | New |
| Russell Investments Group, Ltd. | 147,617 | $830.0K | 0.00% | +37,936+34.6% | Added |
| Brinker Capital Investments, LLC | 160,535 | $904.0K | 0.01% | +111,274+225.9% | Added |
| Twinbeech Capital LP | 182,213 | $1.03M | 0.06% | +182,213 | New |
| Sompo Asset Management Co., Ltd. | 190,730 | $1.07M | 0.21% | +15,470+8.8% | Added |
| Renaissance Capital LLC | 225,746 | $1.27M | 0.33% | −39,555−14.9% | Reduced |
| Nokota Management, LP | 235,000 | $1.32M | 1.32% | +235,000 | New |
| Marshall Wace, LLP | 279,307 | $1.57M | 0.00% | −468,882−62.7% | Reduced |
| Trexquant Investment LP | 287,039 | $1.62M | 0.10% | +261,542+1,025.8% | Added |
| Neuberger Berman Group LLC | 312,489 | $1.74M | 0.00% | +31,334+11.1% | Added |
| Northern Trust Corp | 312,015 | $1.76M | 0.00% | −281,339−47.4% | Reduced |
| UBS Asset Management Americas Inc | 322,840 | $1.82M | 0.00% | −192,926−37.4% | Reduced |
| 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 |
| Cubist Systematic Strategies, LLC | 339,303 | $1.91M | 0.02% | +121,371+55.7% | Added |
| Deutsche Bank AG | 356,023 | $2.00M | 0.00% | −234,682−39.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 427,987 | $2.41M | 0.06% | +427,987 | New |
| UBS Group AG | 461,730 | $2.60M | 0.00% | −1,002,317−68.5% | Reduced |
| Susquehanna International Group, LLP | 461,856 | $2.60M | 0.00% | +262,318+131.5% | Added |
| Jane Street Group, LLC | 462,662 | $2.60M | 0.01% | +396,961+604.2% | Added |
| Wellington Management Group LLP | 499,206 | $2.81M | 0.00% | +499,206 | New |
| Ghisallo Capital Management LLC | 500,000 | $2.81M | 0.14% | +435,000+669.2% | Added |
| Toroso Investments, LLC | 506,362 | $2.85M | 0.09% | +506,362 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 505,000 | $2.85M | 0.00% | +505,000 | New |
| Bank of New York Mellon Corp | 522,653 | $2.94M | 0.00% | +371,538+245.9% | Added |
| Lazard Asset Management LLC | 603,968 | $3.40M | 0.00% | +603,968 | New |
| Ergoteles LLC | 656,500 | $3.70M | 0.14% | +656,500 | New |
| Handelsbanken Fonder AB | 663,600 | $3.74M | 0.02% | +64,800+10.8% | Added |
| Indus Capital Partners, LLC | 680,337 | $3.83M | 0.93% | −1,819−0.3% | Reduced |
| Charles Schwab Investment Management Inc | 719,665 | $4.05M | 0.00% | −6,243−0.9% | Reduced |
| Ontario Teachers Pension Plan Board | 721,990 | $4.07M | 0.05% | −700,000−49.2% | Reduced |
| LH Capital Markets, LLC | 740,740 | $4.17M | 1.89% | 00.0% | Unchanged |
| Great West Life Assurance Co | 796,312 | $4.47M | 0.01% | +325,812+69.2% | Added |
| Bank of America Corp | 840,990 | $4.74M | 0.00% | −273,899−24.6% | Reduced |
| Geode Capital Management, LLC | 858,691 | $4.83M | 0.00% | +252,306+41.6% | Added |