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 |
|---|---|---|---|---|---|
| Grantham, Mayo, Van Otterloo & Co. LLC | 916,815 | $5.11M | 0.02% | −634,800−40.9% | Reduced |
| Pinebridge Investments, L.P. | 982,473 | $5.47M | 0.06% | +79,557+8.8% | Added |
| Bank of New York Mellon Corp | 1,052,247 | $5.86M | 0.00% | +529,594+101.3% | Added |
| California Public Employees Retirement System | 1,083,170 | $6.03M | 0.00% | −69,935−6.1% | Reduced |
| AXA S.A. | 1,184,153 | $6.60M | 0.02% | −122,350−9.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,191,770 | $6.64M | 0.00% | +1,191,770 | New |
| Great West Life Assurance Co | 1,275,212 | $7.47M | 0.02% | +478,900+60.1% | Added |
| Northern Trust Corp | 1,363,999 | $7.60M | 0.00% | +1,051,984+337.2% | Added |
| Cape Ann Asset Management Ltd | 1,477,042 | $8.23M | 4.81% | +1,477,042 | New |
| Goldman Sachs Group Inc | 1,510,848 | $8.41M | 0.00% | −996,514−39.7% | Reduced |
| UBS Asset Management Americas Inc | 1,536,154 | $8.56M | 0.00% | +1,213,314+375.8% | Added |
| Deutsche Bank AG | 1,561,128 | $8.70M | 0.00% | +1,205,105+338.5% | Added |
| Morgan Stanley | 1,591,933 | $8.87M | 0.00% | +212,676+15.4% | Added |
| D. E. Shaw & Co., Inc. | 1,631,503 | $9.09M | 0.01% | −255,104−13.5% | Reduced |
| JPMorgan Chase & Co | 1,657,613 | $9.23M | 0.00% | +1,634,181+6,974.1% | Added |
| Penserra Capital Management LLC | 1,664,539 | $9.27M | 0.22% | −123,672−6.9% | Reduced |
| Invesco Ltd. | 1,890,284 | $10.5M | 0.00% | +835,873+79.3% | Added |
| Bank of America Corp | 1,951,991 | $10.9M | 0.00% | +1,111,001+132.1% | Added |
| Renaissance Technologies LLC | 1,980,500 | $11.0M | 0.01% | −1,734,765−46.7% | Reduced |
| Swedbank AB | 2,864,687 | $16.0M | 0.03% | +1,657,400+137.3% | Added |
| UBS Group AG | 3,069,994 | $17.1M | 0.01% | +2,608,264+564.9% | Added |
| Credit Suisse AG | 3,428,687 | $19.1M | 0.02% | +1,822,033+113.4% | Added |
| Arrowstreet Capital, Limited Partnership | 3,443,171 | $19.2M | 0.02% | −1,876,040−35.3% | Reduced |
| Geode Capital Management, LLC | 3,487,238 | $19.3M | 0.00% | +2,628,547+306.1% | Added |
| E Fund Management Co., Ltd. | 4,412,063 | $24.6M | 0.80% | +1,299,538+41.8% | Added |
| Norges Bank | 4,532,217 | $25.2M | 0.01% | +1,782,529+64.8% | Added |
| Legal & General Group Plc | 5,280,209 | $29.4M | 0.01% | +2,152,207+68.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 6,547,673 | $36.5M | 0.08% | −713,794−9.8% | Reduced |
| Bridgewater Associates, LP | 8,977,303 | $50.0M | 0.20% | +2,890,352+47.5% | Added |
| State Street Corp | 10,097,656 | $56.2M | 0.00% | +7,292,397+260.0% | Added |
| FIL Ltd | 11,619,937 | $64.7M | 0.07% | +11,596,449+49,371.8% | Added |
| Krane Funds Advisors LLC | 19,176,937 | $106.8M | 4.42% | +2,476,858+14.8% | Added |
| Alpha Square Group S, LLC | 20,480,482 | $114.1M | 15.50% | 00.0% | Unchanged |
| Vanguard Group Inc | 21,226,049 | $118.2M | 0.00% | +1,634,823+8.3% | Added |
| Farallon Capital Management, L.L.C. | 22,034,399 | $122.7M | 0.68% | +3,015,000+15.9% | Added |
| Baillie Gifford & Co | 25,449,482 | $141.8M | 0.10% | −1,046,653−4.0% | Reduced |
| BlackRock Inc. | 28,468,748 | $158.6M | 0.00% | +26,433,557+1,298.8% | Added |
| Capital Research Global Investors | 32,378,044 | $180.3M | 0.04% | −24,423,715−43.0% | Reduced |
| Capital World Investors | 56,470,472 | $314.5M | 0.05% | +3,341,655+6.3% | Added |
| DekaBank Deutsche Girozentrale | 33,403 | – | – | +33,403 | New |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −3,076,631−100.0% | Sold out |
| Gold Dragon Worldwide Asset Management Ltd | 0 | $0 | 0.00% | −2,860,499−100.0% | Sold out |
| LH Capital Markets, LLC | 0 | $0 | 0.00% | −740,740−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −656,500−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −603,968−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −505,000−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −462,662−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −339,303−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −325,000−100.0% | Sold out |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −325,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −287,039−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −182,213−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −141,800−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −136,641−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −114,016−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −90,687−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −85,070−100.0% | Sold out |
| AtonRa Partners | 0 | $0 | 0.00% | −82,539−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −67,777−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −63,117−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −58,084−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −50,989−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −28,644−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −21,436−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −17,161−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −16,779−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −7,564−100.0% | Sold out |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Nokota Management, LP | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |