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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27,562 | $156.0K | 0.00% | −40,057−59.2% | Reduced |
| American Century Companies Inc | 25,893 | $146.0K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 25,523 | $144.0K | 0.01% | +25,523 | 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 |
| LMR Partners LLP | 21,436 | $121.0K | 0.00% | +21,436 | New |
| Canada Pension Plan Investment Board | 20,700 | $116.0K | 0.00% | −794,316−97.5% | Reduced |
| Voya Investment Management LLC | 20,063 | $113.0K | 0.00% | −21,574−51.8% | Reduced |
| Alberta Investment Management Corp | 19,000 | $107.0K | 0.00% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 18,413 | $104.0K | 0.06% | +18,413 | New |
| PEAK6 Investments LLC | 17,161 | $97.0K | 0.00% | −74,809−81.3% | Reduced |
| Alpine Global Management, LLC | 16,779 | $94.0K | 0.01% | +16,779 | New |
| JustInvest LLC | 15,020 | $85.0K | 0.01% | +15,020 | New |
| Ensign Peak Advisors, Inc | 12,750 | $72.0K | 0.00% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 11,524 | $65.0K | 0.01% | −236,234−95.3% | Reduced |
| Van Eck Associates Corp | 11,399 | $64.0K | 0.00% | +5,119+81.5% | Added |
| SEI Investments Co | 11,045 | $58.0K | 0.00% | +11,045 | New |
| US Bancorp | 8,795 | $50.0K | 0.00% | −2,593−22.8% | Reduced |
| Acadian Asset Management LLC | 7,564 | $42.0K | 0.00% | +7,564 | New |
| Pinz Capital Management, LP | 5,000 | $28.0K | 0.01% | +5,000 | New |
| Newbridge Financial Services Group, Inc. | 4,000 | $23.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 3,300 | $18.6K | 0.00% | −2,275−40.8% | Reduced |
| American International Group, Inc. | 2,200 | $12.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,111 | $6.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Rockefeller Capital Management L.P. | 68 | $0 | 0.00% | −1,281−95.0% | Reduced |
| Prudential PLC | 0 | $0 | 0.00% | −2,996,936−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −699,905−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −326,478−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −324,285−100.0% | Sold out |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −259,487−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −218,791−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −162,877−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −89,184−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −79,000−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −75,089−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −74,544−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −73,500−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −65,360−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −61,705−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −62,602−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −58,111−100.0% | Sold out |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −53,768−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −53,624−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −53,333−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Gulf International Bank (UK) Ltd | 0 | $0 | 0.00% | −39,557−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −36,500−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −28,907−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −25,500−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −17,779−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −16,796−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −16,549−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −16,186−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −12,241−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| DSM Capital Partners LLC | 0 | $0 | 0.00% | −8,192−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −676−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −10,474−100.0% | Sold out |
| Marshall Wace Asia Ltd | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |