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 |
|---|---|---|---|---|---|
| Bayesian Capital Management, LP | 33,800 | $188.0K | 0.03% | −18,400−35.2% | Reduced |
| Royal Bank of Canada | 31,653 | $176.0K | 0.00% | −5,882−15.7% | Reduced |
| Ensign Peak Advisors, Inc | 31,300 | $174.0K | 0.00% | +18,550+145.5% | Added |
| Daiwa Securities Group Inc. | 29,300 | $163.0K | 0.00% | +29,300 | New |
| Redpoint Investment Management Pty Ltd | 26,520 | $148.0K | 0.01% | +26,520 | New |
| IFM Investors Pty Ltd | 23,331 | $130.0K | 0.00% | +23,331 | New |
| JustInvest LLC | 22,599 | $126.0K | 0.01% | +7,579+50.5% | Added |
| 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 |
| Ameriprise Financial Inc | 18,574 | $103.0K | 0.00% | +18,574 | New |
| QCM Cayman, Ltd. | 17,565 | $98.0K | 0.43% | +17,565 | New |
| Price T Rowe Associates Inc | 16,600 | $92.0K | 0.00% | +16,600 | New |
| Van Eck Associates Corp | 14,864 | $83.0K | 0.00% | +3,465+30.4% | Added |
| Virginia Retirement Systems Et Al | 12,700 | $71.0K | 0.00% | +12,700 | New |
| DGS Capital Management, LLC | 12,628 | $70.0K | 0.04% | −5,785−31.4% | Reduced |
| Cigna Investments Inc | 12,325 | $69.0K | 0.01% | +12,325 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,160 | $68.0K | 0.00% | +12,160 | New |
| CIBC Asset Management Inc | 11,434 | $64.0K | 0.00% | +11,434 | New |
| Corient Capital Partners, LLC | 11,358 | $63.0K | 0.00% | +11,358 | New |
| Ionic Capital Management LLC | 10,969 | $61.0K | 0.01% | +10,969 | New |
| Cutler Group LP | 7,154 | $39.0K | 0.00% | +7,154 | New |
| The PNC Financial Services Group, Inc. | 5,693 | $31.0K | 0.00% | +5,299+1,344.9% | Added |
| Newbridge Financial Services Group, Inc. | 4,000 | $22.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,684 | $21.0K | 0.00% | −65,611−94.7% | Reduced |
| Investment Management Corp of Ontario | 2,923 | $16.0K | 0.00% | −22,600−88.5% | 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 |
| American Portfolios Advisors | 2,000 | $11.1K | 0.00% | −1,300−39.4% | Reduced |
| Global Retirement Partners, LLC | 1,354 | $8.00K | 0.00% | +1,354 | New |
| US Bancorp | 1,223 | $7.00K | 0.00% | −7,572−86.1% | Reduced |
| New York State Common Retirement Fund | 1,111 | $6.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 811 | $5.00K | 0.00% | +568+233.7% | Added |
| Evoke Wealth, LLC | 636 | $4.00K | 0.00% | +519+443.6% | Added |
| FMR LLC | 659 | $4.00K | 0.00% | +659 | 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 |
| Quadrant Capital Group LLC | 181 | $1.00K | 0.00% | +181 | New |
| Quent Capital, LLC | 78 | $0 | 0.00% | +78 | New |
| 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 |