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, Q1 2022
Institutional positions in Lufax Holding Ltd as of Mar 31, 2022. 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
- 140
- +10 vs. Q4 2021
- Shares held
- 347.4M
- +52.0M (+17.6%) vs. Q4 2021
- Total value
- $1.94B
- +$273.8M (+16.5%) vs. Q4 2021
- New holders
- 42
- 62 more added
- Sold out
- 32
- 27 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Lufax Holding Ltd; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital World Investors | 56,470,472 | $314.5M | 0.05% | +3,341,655+6.3% | Added |
| Capital Research Global Investors | 32,378,044 | $180.3M | 0.04% | −24,423,715−43.0% | Reduced |
| BlackRock Inc. | 28,468,748 | $158.6M | 0.00% | +26,433,557+1,298.8% | Added |
| Baillie Gifford & Co | 25,449,482 | $141.8M | 0.10% | −1,046,653−4.0% | Reduced |
| Farallon Capital Management, L.L.C. | 22,034,399 | $122.7M | 0.68% | +3,015,000+15.9% | Added |
| Vanguard Group Inc | 21,226,049 | $118.2M | 0.00% | +1,634,823+8.3% | Added |
| Alpha Square Group S, LLC | 20,480,482 | $114.1M | 15.50% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 19,176,937 | $106.8M | 4.42% | +2,476,858+14.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 13,095,346 | $72.9M | 0.08% | +5,833,879+80.3% | Added |
| FIL Ltd | 11,619,937 | $64.7M | 0.07% | +11,596,449+49,371.8% | Added |
| State Street Corp | 10,097,656 | $56.2M | 0.00% | +7,292,397+260.0% | Added |
| Bridgewater Associates, LP | 8,977,303 | $50.0M | 0.20% | +2,890,352+47.5% | Added |
| Legal & General Group Plc | 5,280,209 | $29.4M | 0.01% | +2,152,207+68.8% | Added |
| Norges Bank | 4,532,217 | $25.2M | 0.01% | +1,782,529+64.8% | Added |
| E Fund Management Co., Ltd. | 4,412,063 | $24.6M | 0.80% | +1,299,538+41.8% | Added |
| Geode Capital Management, LLC | 3,487,238 | $19.3M | 0.00% | +2,628,547+306.1% | Added |
| Arrowstreet Capital, Limited Partnership | 3,443,171 | $19.2M | 0.02% | −1,876,040−35.3% | Reduced |
| Credit Suisse AG | 3,428,687 | $19.1M | 0.02% | +1,822,033+113.4% | Added |
| UBS Group AG | 3,069,994 | $17.1M | 0.01% | +2,608,264+564.9% | Added |
| Swedbank AB | 2,864,687 | $16.0M | 0.03% | +1,657,400+137.3% | Added |
| AXA S.A. | 2,368,306 | $13.2M | 0.02% | +1,061,803+81.3% | Added |
| Renaissance Technologies LLC | 1,980,500 | $11.0M | 0.01% | −1,734,765−46.7% | Reduced |
| Bank of America Corp | 1,951,991 | $10.9M | 0.00% | +1,111,001+132.1% | Added |
| Invesco Ltd. | 1,890,284 | $10.5M | 0.00% | +835,873+79.3% | Added |
| Penserra Capital Management LLC | 1,664,539 | $9.27M | 0.22% | −123,672−6.9% | Reduced |
| JPMorgan Chase & Co | 1,657,613 | $9.23M | 0.00% | +1,634,181+6,974.1% | Added |
| D. E. Shaw & Co., Inc. | 1,631,503 | $9.09M | 0.01% | −255,104−13.5% | Reduced |
| Morgan Stanley | 1,591,933 | $8.87M | 0.00% | +212,676+15.4% | Added |
| Deutsche Bank AG | 1,561,128 | $8.70M | 0.00% | +1,205,105+338.5% | Added |
| UBS Asset Management Americas Inc | 1,536,154 | $8.56M | 0.00% | +1,213,314+375.8% | Added |
| Goldman Sachs Group Inc | 1,510,848 | $8.41M | 0.00% | −996,514−39.7% | Reduced |
| Cape Ann Asset Management Ltd | 1,477,042 | $8.23M | 4.81% | +1,477,042 | New |
| Northern Trust Corp | 1,363,999 | $7.60M | 0.00% | +1,051,984+337.2% | Added |
| Great West Life Assurance Co | 1,275,212 | $7.47M | 0.02% | +478,900+60.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,191,770 | $6.64M | 0.00% | +1,191,770 | New |
| California Public Employees Retirement System | 1,083,170 | $6.03M | 0.00% | −69,935−6.1% | Reduced |
| Bank of New York Mellon Corp | 1,052,247 | $5.86M | 0.00% | +529,594+101.3% | Added |
| Pinebridge Investments, L.P. | 982,473 | $5.47M | 0.06% | +79,557+8.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 916,815 | $5.11M | 0.02% | −634,800−40.9% | Reduced |
| Schroder Investment Management Group | 866,182 | $5.03M | 0.01% | +866,182 | New |
| Nuveen Asset Management, LLC | 888,400 | $4.95M | 0.00% | +888,400 | New |
| KBC Group NV | 877,374 | $4.89M | 0.02% | −110,802−11.2% | Reduced |
| Citadel Advisors LLC | 831,376 | $4.63M | 0.01% | −723,775−46.5% | Reduced |
| HSBC Holdings PLC | 798,053 | $4.45M | 0.01% | +706,271+769.5% | Added |
| Charles Schwab Investment Management Inc | 750,901 | $4.18M | 0.00% | +31,236+4.3% | Added |
| Handelsbanken Fonder AB | 741,100 | $4.13M | 0.02% | +77,500+11.7% | Added |
| Ontario Teachers Pension Plan Board | 721,990 | $4.02M | 0.05% | 00.0% | Unchanged |
| Pictet Asset Management SA | 644,900 | $3.59M | 0.00% | +644,900 | New |
| Susquehanna Fundamental Investments, LLC | 638,175 | $3.56M | 0.07% | +210,188+49.1% | Added |
| Parametric Portfolio Associates LLC | 552,777 | $3.08M | 0.00% | +505,431+1,067.5% | Added |
| Toroso Investments, LLC | 521,110 | $2.90M | 0.09% | +14,748+2.9% | Added |
| Canada Pension Plan Investment Board | 517,740 | $2.88M | 0.00% | +497,040+2,401.2% | Added |
| Wellington Management Group LLP | 511,260 | $2.85M | 0.00% | +12,054+2.4% | Added |
| Barclays PLC | 505,501 | $2.82M | 0.00% | +505,501 | New |
| Marshall Wace, LLP | 498,964 | $2.78M | 0.01% | +219,657+78.6% | Added |
| Susquehanna International Group, LLP | 448,117 | $2.50M | 0.00% | −475,595−51.5% | Reduced |
| Citigroup Inc | 418,953 | $2.33M | 0.00% | +336,739+409.6% | Added |
| SG Americas Securities, LLC | 415,470 | $2.31M | 0.02% | +415,470 | New |
| Neuberger Berman Group LLC | 376,734 | $2.13M | 0.00% | +64,245+20.6% | Added |
| Standard Life Aberdeen plc | 344,040 | $2.00M | 0.01% | +344,040 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 355,438 | $1.99M | 1.27% | +355,438 | New |
| Storebrand Asset Management AS | 354,708 | $1.98M | 0.01% | +276,179+351.7% | Added |
| Indus Capital Partners, LLC | 325,729 | $1.81M | 0.74% | −354,608−52.1% | Reduced |
| DekaBank Deutsche Girozentrale | 33,403 | $1.63M | 0.00% | +33,403 | New |
| Korea Investment CORP | 258,661 | $1.44M | 0.00% | +167,300+183.1% | Added |
| Aviva PLC | 256,000 | $1.43M | 0.01% | +256,000 | New |
| British Columbia Investment Management Corp | 250,400 | $1.40M | 0.01% | +250,400 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 234,793 | $1.31M | 0.01% | +207,231+751.9% | Added |
| Virtu Financial LLC | 234,687 | $1.31M | 0.10% | +191,333+441.3% | Added |
| Public Sector Pension Investment Board | 217,900 | $1.21M | 0.01% | +217,900 | New |
| Capital Fund Management S.A. | 190,780 | $1.06M | 0.03% | +190,780 | New |
| Russell Investments Group, Ltd. | 180,862 | $1.01M | 0.00% | +33,245+22.5% | Added |
| Renaissance Capital LLC | 173,728 | $968.0K | 0.41% | −52,018−23.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 167,865 | $935.0K | 0.00% | +167,865 | New |
| Millennium Management LLC | 136,436 | $760.0K | 0.00% | −3,364,024−96.1% | Reduced |
| Asset Management One Co.,Ltd. | 126,001 | $701.0K | 0.00% | +91,057+260.6% | Added |
| Sompo Asset Management Co., Ltd. | 124,070 | $691.0K | 0.15% | −66,660−34.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 119,044 | $663.0K | 0.00% | +119,044 | New |
| First Trust Advisors LP | 116,277 | $648.0K | 0.00% | −5,408−4.4% | Reduced |
| Brinker Capital Investments, LLC | 115,081 | $641.0K | 0.01% | −45,454−28.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 111,871 | $623.0K | 0.00% | +2,871+2.6% | Added |
| Manufacturers Life Insurance Company, The | 110,800 | $617.2K | 0.00% | +79,500+254.0% | Added |
| Profund Advisors LLC | 108,095 | $602.0K | 0.03% | +19,010+21.3% | Added |
| APG Asset Management N.V. | 106,720 | $534.0K | 0.00% | +69,400+186.0% | Added |
| Franklin Resources Inc | 91,191 | $508.0K | 0.00% | +20,982+29.9% | Added |
| Gulf International Bank (UK) Ltd | 90,000 | $501.0K | 0.01% | +90,000 | New |
| Prelude Capital Management, LLC | 86,950 | $484.0K | 0.02% | −22,650−20.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 78,000 | $434.0K | 0.00% | +78,000 | New |
| Voya Investment Management LLC | 71,994 | $401.0K | 0.00% | +51,931+258.8% | Added |
| Nomura Holdings Inc | 67,400 | $392.0K | 0.00% | +67,400 | New |
| American Century Companies Inc | 66,732 | $372.0K | 0.00% | +40,839+157.7% | Added |
| JBF Capital, Inc. | 65,000 | $362.0K | 0.08% | +2,500+4.0% | Added |
| Nomura Asset Management Co Ltd | 53,700 | $299.1K | 0.00% | +53,700 | New |
| Seven Eight Capital, LP | 51,816 | $289.0K | 0.04% | +40,292+349.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 50,000 | $279.0K | 0.00% | +50,000 | New |
| Belvedere Trading LLC | 46,293 | $258.0K | 0.18% | +46,293 | New |
| Yousif Capital Management, LLC | 38,142 | $212.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 38,142 | $210.0K | 0.00% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 37,343 | $208.0K | 0.00% | +37,343 | New |
| Macquarie Group Ltd | 35,420 | $197.0K | 0.00% | +35,420 | New |