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
- 339.7M
- +44.7M (+15.2%) vs. Q4 2021
- Total value
- $1.89B
- +$231.7M (+14.0%) vs. Q4 2021
- New holders
- 42
- 60 more added
- Sold out
- 32
- 29 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 | $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, 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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 78 | $0 | 0.00% | +78 | New |
| Quadrant Capital Group LLC | 181 | $1.00K | 0.00% | +181 | New |
| Thomas J. Herzfeld Advisors, Inc. | 335 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 401 | $2.00K | 0.00% | +333+489.7% | Added |
| Evoke Wealth, LLC | 636 | $4.00K | 0.00% | +519+443.6% | Added |
| FMR LLC | 659 | $4.00K | 0.00% | +659 | New |
| Advisor Group Holdings, Inc. | 811 | $5.00K | 0.00% | +568+233.7% | Added |
| New York State Common Retirement Fund | 1,111 | $6.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,223 | $7.00K | 0.00% | −7,572−86.1% | Reduced |
| Global Retirement Partners, LLC | 1,354 | $8.00K | 0.00% | +1,354 | New |
| American Portfolios Advisors | 2,000 | $11.1K | 0.00% | −1,300−39.4% | Reduced |
| American International Group, Inc. | 2,200 | $12.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,065 | $12.0K | 0.00% | +1,815+726.0% | Added |
| Investment Management Corp of Ontario | 2,923 | $16.0K | 0.00% | −22,600−88.5% | Reduced |
| Tower Research Capital LLC (TRC) | 3,684 | $21.0K | 0.00% | −65,611−94.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,000 | $22.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,693 | $31.0K | 0.00% | +5,299+1,344.9% | Added |
| Cutler Group LP | 7,154 | $39.0K | 0.00% | +7,154 | New |
| Ionic Capital Management LLC | 10,969 | $61.0K | 0.01% | +10,969 | New |
| Corient Capital Partners, LLC | 11,358 | $63.0K | 0.00% | +11,358 | New |
| CIBC Asset Management Inc | 11,434 | $64.0K | 0.00% | +11,434 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,160 | $68.0K | 0.00% | +12,160 | New |
| Cigna Investments Inc | 12,325 | $69.0K | 0.01% | +12,325 | New |
| DGS Capital Management, LLC | 12,628 | $70.0K | 0.04% | −5,785−31.4% | Reduced |
| Virginia Retirement Systems Et Al | 12,700 | $71.0K | 0.00% | +12,700 | New |
| Van Eck Associates Corp | 14,864 | $83.0K | 0.00% | +3,465+30.4% | Added |
| Price T Rowe Associates Inc | 16,600 | $92.0K | 0.00% | +16,600 | New |
| QCM Cayman, Ltd. | 17,565 | $98.0K | 0.43% | +17,565 | New |
| Ameriprise Financial Inc | 18,574 | $103.0K | 0.00% | +18,574 | New |
| Alberta Investment Management Corp | 19,000 | $106.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 19,002 | $106.0K | 0.00% | +7,957+72.0% | Added |
| Schonfeld Strategic Advisors LLC | 19,100 | $106.0K | 0.00% | +19,100 | New |
| JustInvest LLC | 22,599 | $126.0K | 0.01% | +7,579+50.5% | Added |
| IFM Investors Pty Ltd | 23,331 | $130.0K | 0.00% | +23,331 | New |
| Redpoint Investment Management Pty Ltd | 26,520 | $148.0K | 0.01% | +26,520 | New |
| Daiwa Securities Group Inc. | 29,300 | $163.0K | 0.00% | +29,300 | New |
| Ensign Peak Advisors, Inc | 31,300 | $174.0K | 0.00% | +18,550+145.5% | Added |
| Royal Bank of Canada | 31,653 | $176.0K | 0.00% | −5,882−15.7% | Reduced |
| Bayesian Capital Management, LP | 33,800 | $188.0K | 0.03% | −18,400−35.2% | Reduced |
| XTX Topco Ltd | 34,760 | $194.0K | 0.09% | −5,756−14.2% | Reduced |
| Macquarie Group Ltd | 35,420 | $197.0K | 0.00% | +35,420 | New |
| Vaughan Nelson Investment Management, L.P. | 37,343 | $208.0K | 0.00% | +37,343 | New |
| Comerica Bank | 38,142 | $210.0K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 38,142 | $212.0K | 0.00% | 00.0% | Unchanged |
| Belvedere Trading LLC | 46,293 | $258.0K | 0.18% | +46,293 | New |
| Skandinaviska Enskilda Banken AB (publ) | 50,000 | $279.0K | 0.00% | +50,000 | New |
| Seven Eight Capital, LP | 51,816 | $289.0K | 0.04% | +40,292+349.6% | Added |
| Nomura Asset Management Co Ltd | 53,700 | $299.1K | 0.00% | +53,700 | New |
| JBF Capital, Inc. | 65,000 | $362.0K | 0.08% | +2,500+4.0% | Added |
| American Century Companies Inc | 66,732 | $372.0K | 0.00% | +40,839+157.7% | Added |
| Nomura Holdings Inc | 67,400 | $392.0K | 0.00% | +67,400 | New |
| Voya Investment Management LLC | 71,994 | $401.0K | 0.00% | +51,931+258.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 78,000 | $434.0K | 0.00% | +78,000 | New |
| Prelude Capital Management, LLC | 86,950 | $484.0K | 0.02% | −22,650−20.7% | Reduced |
| Gulf International Bank (UK) Ltd | 90,000 | $501.0K | 0.01% | +90,000 | New |
| Franklin Resources Inc | 91,191 | $508.0K | 0.00% | +20,982+29.9% | Added |
| APG Asset Management N.V. | 106,720 | $534.0K | 0.00% | +69,400+186.0% | Added |
| Profund Advisors LLC | 108,095 | $602.0K | 0.03% | +19,010+21.3% | Added |
| Manufacturers Life Insurance Company, The | 110,800 | $617.2K | 0.00% | +79,500+254.0% | Added |
| Caisse de Depot Et Placement du Quebec | 111,871 | $623.0K | 0.00% | +2,871+2.6% | Added |
| Brinker Capital Investments, LLC | 115,081 | $641.0K | 0.01% | −45,454−28.3% | Reduced |
| First Trust Advisors LP | 116,277 | $648.0K | 0.00% | −5,408−4.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 119,044 | $663.0K | 0.00% | +119,044 | New |
| Sompo Asset Management Co., Ltd. | 124,070 | $691.0K | 0.15% | −66,660−34.9% | Reduced |
| Asset Management One Co.,Ltd. | 126,001 | $701.0K | 0.00% | +91,057+260.6% | Added |
| Millennium Management LLC | 136,436 | $760.0K | 0.00% | −3,364,024−96.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 167,865 | $935.0K | 0.00% | +167,865 | New |
| Renaissance Capital LLC | 173,728 | $968.0K | 0.41% | −52,018−23.0% | Reduced |
| Russell Investments Group, Ltd. | 180,862 | $1.01M | 0.00% | +33,245+22.5% | Added |
| Capital Fund Management S.A. | 190,780 | $1.06M | 0.03% | +190,780 | New |
| Public Sector Pension Investment Board | 217,900 | $1.21M | 0.01% | +217,900 | New |
| Virtu Financial LLC | 234,687 | $1.31M | 0.10% | +191,333+441.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 234,793 | $1.31M | 0.01% | +207,231+751.9% | Added |
| British Columbia Investment Management Corp | 250,400 | $1.40M | 0.01% | +250,400 | New |
| Aviva PLC | 256,000 | $1.43M | 0.01% | +256,000 | New |
| Korea Investment CORP | 258,661 | $1.44M | 0.00% | +167,300+183.1% | Added |
| Indus Capital Partners, LLC | 325,729 | $1.81M | 0.74% | −354,608−52.1% | Reduced |
| Storebrand Asset Management AS | 354,708 | $1.98M | 0.01% | +276,179+351.7% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 355,438 | $1.99M | 1.27% | +355,438 | New |
| Standard Life Aberdeen plc | 344,040 | $2.00M | 0.01% | +344,040 | New |
| Neuberger Berman Group LLC | 376,734 | $2.13M | 0.00% | +64,245+20.6% | Added |
| SG Americas Securities, LLC | 415,470 | $2.31M | 0.02% | +415,470 | New |
| Citigroup Inc | 418,953 | $2.33M | 0.00% | +336,739+409.6% | Added |
| Susquehanna International Group, LLP | 448,117 | $2.50M | 0.00% | −13,739−3.0% | Reduced |
| Marshall Wace, LLP | 498,964 | $2.78M | 0.01% | +219,657+78.6% | Added |
| Barclays PLC | 505,501 | $2.82M | 0.00% | +505,501 | New |
| Wellington Management Group LLP | 511,260 | $2.85M | 0.00% | +12,054+2.4% | Added |
| Canada Pension Plan Investment Board | 517,740 | $2.88M | 0.00% | +497,040+2,401.2% | Added |
| Toroso Investments, LLC | 521,110 | $2.90M | 0.09% | +14,748+2.9% | Added |
| Parametric Portfolio Associates LLC | 552,777 | $3.08M | 0.00% | +505,431+1,067.5% | Added |
| Susquehanna Fundamental Investments, LLC | 638,175 | $3.56M | 0.07% | +210,188+49.1% | Added |
| Pictet Asset Management SA | 644,900 | $3.59M | 0.00% | +644,900 | New |
| Ontario Teachers Pension Plan Board | 721,990 | $4.02M | 0.05% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 741,100 | $4.13M | 0.02% | +77,500+11.7% | Added |
| Charles Schwab Investment Management Inc | 750,901 | $4.18M | 0.00% | +31,236+4.3% | Added |
| HSBC Holdings PLC | 798,053 | $4.45M | 0.01% | +706,271+769.5% | Added |
| Citadel Advisors LLC | 831,376 | $4.63M | 0.01% | −723,775−46.5% | Reduced |
| KBC Group NV | 877,374 | $4.89M | 0.02% | −110,802−11.2% | Reduced |
| Nuveen Asset Management, LLC | 888,400 | $4.95M | 0.00% | +888,400 | New |
| Schroder Investment Management Group | 866,182 | $5.03M | 0.01% | +866,182 | New |