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, Q2 2022
Institutional positions in Lufax Holding Ltd as of Jun 30, 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
- 163
- +26 vs. Q1 2022
- Shares held
- 367.4M
- +28.9M (+8.5%) vs. Q1 2022
- Total value
- $2.20B
- +$317.0M (+16.8%) vs. Q1 2022
- New holders
- 40
- 80 more added
- Sold out
- 14
- 29 more reduced
3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Lufax Holding Ltd; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 41,330,586 | $248.0M | 0.01% | +12,861,838+45.2% | Added |
| Capital World Investors | 39,699,881 | $238.2M | 0.05% | −16,770,591−29.7% | Reduced |
| Capital Research Global Investors | 32,514,202 | $195.1M | 0.06% | +136,158+0.4% | Added |
| Krane Funds Advisors LLC | 31,608,899 | $189.7M | 6.76% | +12,431,962+64.8% | Added |
| Vanguard Group Inc | 26,422,464 | $158.5M | 0.00% | +5,196,415+24.5% | Added |
| Baillie Gifford & Co | 24,995,713 | $150.0M | 0.15% | −453,769−1.8% | Reduced |
| Farallon Capital Management, L.L.C. | 23,740,399 | $142.4M | 0.84% | +1,706,000+7.7% | Added |
| State Street Corp | 12,443,476 | $74.7M | 0.00% | +2,345,820+23.2% | Added |
| FIL Ltd | 10,354,000 | $62.1M | 0.07% | −1,265,937−10.9% | Reduced |
| Alpha Square Group S, LLC | 10,240,241 | $61.4M | 25.95% | −10,240,241−50.0% | Reduced |
| Bridgewater Associates, LP | 8,870,197 | $53.2M | 0.23% | −107,106−1.2% | Reduced |
| Legal & General Group Plc | 6,969,247 | $41.8M | 0.01% | +1,689,038+32.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 6,416,194 | $38.5M | 0.10% | −131,479−2.0% | Reduced |
| Norges Bank | 5,949,132 | $35.7M | 0.01% | +1,416,915+31.3% | Added |
| Bamco Inc | 5,726,282 | $34.4M | 0.11% | +5,726,282 | New |
| E Fund Management Co., Ltd. | 5,342,534 | $32.1M | 2.90% | +930,471+21.1% | Added |
| Arrowstreet Capital, Limited Partnership | 4,806,667 | $28.8M | 0.04% | +1,363,496+39.6% | Added |
| Geode Capital Management, LLC | 4,641,446 | $27.7M | 0.00% | +1,154,208+33.1% | Added |
| Renaissance Technologies LLC | 3,438,900 | $20.6M | 0.02% | +1,458,400+73.6% | Added |
| Schroder Investment Management Group | 3,296,383 | $20.2M | 0.03% | +2,430,201+280.6% | Added |
| Swedbank AB | 2,864,687 | $17.2M | 0.04% | 00.0% | Unchanged |
| Northern Trust Corp | 2,679,774 | $16.1M | 0.00% | +1,315,775+96.5% | Added |
| Caas Capital Management LP | 2,287,483 | $13.7M | 1.86% | +2,287,483 | New |
| Cape Ann Asset Management Ltd | 2,285,826 | $13.7M | 7.90% | +808,784+54.8% | Added |
| UBS Asset Management Americas Inc | 2,251,901 | $13.5M | 0.01% | +715,747+46.6% | Added |
| Morgan Stanley | 2,215,798 | $13.3M | 0.00% | +623,865+39.2% | Added |
| Invesco Ltd. | 2,110,638 | $12.7M | 0.00% | +220,354+11.7% | Added |
| Deutsche Bank AG | 2,090,810 | $12.5M | 0.01% | +529,682+33.9% | Added |
| Bank of America Corp | 2,036,004 | $12.2M | 0.00% | +84,013+4.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,877,821 | $11.3M | 0.01% | +686,051+57.6% | Added |
| Penserra Capital Management LLC | 1,477,542 | $8.86M | 0.24% | −186,997−11.2% | Reduced |
| Great West Life Assurance Co | 1,447,012 | $8.67M | 0.02% | +171,800+13.5% | Added |
| UBS Group AG | 1,377,299 | $8.26M | 0.00% | −1,692,695−55.1% | Reduced |
| Canada Pension Plan Investment Board | 1,343,295 | $8.06M | 0.01% | +825,555+159.5% | Added |
| Bank of New York Mellon Corp | 1,293,374 | $7.76M | 0.00% | +241,127+22.9% | Added |
| Nuveen Asset Management, LLC | 1,279,338 | $7.68M | 0.00% | +390,938+44.0% | Added |
| California Public Employees Retirement System | 1,247,783 | $7.49M | 0.01% | +164,613+15.2% | Added |
| Credit Suisse AG | 1,159,169 | $6.96M | 0.01% | −2,269,518−66.2% | Reduced |
| AXA S.A. | 1,152,224 | $6.91M | 0.03% | −31,929−2.7% | Reduced |
| JPMorgan Chase & Co | 1,119,014 | $6.71M | 0.00% | −538,599−32.5% | Reduced |
| HSBC Holdings PLC | 1,100,264 | $6.61M | 0.01% | +302,211+37.9% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 1,000,000 | $6.00M | 0.13% | +1,000,000 | New |
| Charles Schwab Investment Management Inc | 940,700 | $5.64M | 0.00% | +189,799+25.3% | Added |
| D. E. Shaw & Co., Inc. | 933,650 | $5.60M | 0.01% | −697,853−42.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 931,939 | $5.59M | 0.01% | +764,074+455.2% | Added |
| Goldman Sachs Group Inc | 909,441 | $5.46M | 0.00% | −601,407−39.8% | Reduced |
| KBC Group NV | 886,200 | $5.32M | 0.03% | +8,826+1.0% | Added |
| Pictet Asset Management SA | 856,800 | $5.14M | 0.01% | +211,900+32.9% | Added |
| Barclays PLC | 849,147 | $5.09M | 0.01% | +343,646+68.0% | Added |
| Pinebridge Investments, L.P. | 771,593 | $4.63M | 0.06% | −210,880−21.5% | Reduced |
| Wellington Management Group LLP | 646,654 | $3.88M | 0.00% | +135,394+26.5% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 576,542 | $3.46M | 2.39% | +221,104+62.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 531,208 | $3.19M | 0.01% | +531,208 | New |
| Toroso Investments, LLC | 511,473 | $3.07M | 0.11% | −9,637−1.8% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 510,000 | $3.06M | 0.15% | +510,000 | New |
| Old Mission Capital LLC | 502,922 | $3.02M | 0.10% | +502,922 | New |
| Korea Investment CORP | 500,342 | $3.00M | 0.01% | +241,681+93.4% | Added |
| Storebrand Asset Management AS | 484,651 | $2.91M | 0.02% | +129,943+36.6% | Added |
| Standard Life Aberdeen plc | 396,666 | $2.43M | 0.01% | +52,626+15.3% | Added |
| Aviva PLC | 401,200 | $2.41M | 0.01% | +145,200+56.7% | Added |
| British Columbia Investment Management Corp | 342,500 | $2.06M | 0.02% | +92,100+36.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 337,454 | $2.02M | 0.01% | +102,661+43.7% | Added |
| SG Americas Securities, LLC | 335,458 | $2.01M | 0.03% | −80,012−19.3% | Reduced |
| Neuberger Berman Group LLC | 328,985 | $1.99M | 0.00% | −47,749−12.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 320,571 | $1.92M | 0.01% | +208,700+186.6% | Added |
| Renaissance Capital LLC | 310,632 | $1.86M | 0.99% | +136,904+78.8% | Added |
| Public Sector Pension Investment Board | 302,900 | $1.82M | 0.02% | +85,000+39.0% | Added |
| Citigroup Inc | 282,178 | $1.69M | 0.00% | −136,775−32.6% | Reduced |
| Handelsbanken Fonder AB | 272,200 | $1.63M | 0.01% | −468,900−63.3% | Reduced |
| Teacher Retirement System of Texas | 265,215 | $1.59M | 0.01% | +265,215 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 255,314 | $1.53M | 0.01% | +136,270+114.5% | Added |
| Russell Investments Group, Ltd. | 237,939 | $1.43M | 0.00% | +57,077+31.6% | Added |
| APG Asset Management N.V. | 201,820 | $1.16M | 0.00% | +95,100+89.1% | Added |
| California State Teachers Retirement System | 192,300 | $1.15M | 0.00% | +192,300 | New |
| GWM Advisors LLC | 188,182 | $1.13M | 0.02% | +188,182 | New |
| Manufacturers Life Insurance Company, The | 176,600 | $1.06M | 0.00% | +65,800+59.4% | Added |
| First Trust Advisors LP | 169,256 | $1.02M | 0.00% | +52,979+45.6% | Added |
| Andra AP-fonden | 166,500 | $999.0K | 0.03% | +166,500 | New |
| Asset Management One Co.,Ltd. | 160,173 | $961.0K | 0.00% | +34,172+27.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 159,366 | $956.0K | 0.01% | +81,366+104.3% | Added |
| O'Shaughnessy Asset Management, LLC | 158,473 | $951.0K | 0.02% | +158,473 | New |
| Brinker Capital Investments, LLC | 156,921 | $942.0K | 0.02% | +41,840+36.4% | Added |
| Qtron Investments LLC | 156,247 | $937.0K | 0.21% | +156,247 | New |
| Cubist Systematic Strategies, LLC | 138,534 | $831.0K | 0.01% | +138,534 | New |
| E. Ohman J:or Asset Management AB | 130,000 | $780.0K | 0.03% | +130,000 | New |
| Profund Advisors LLC | 116,316 | $698.0K | 0.04% | +8,221+7.6% | Added |
| DekaBank Deutsche Girozentrale | 115,212 | $686.0K | 0.00% | +81,809+244.9% | Added |
| Franklin Resources Inc | 107,438 | $645.0K | 0.00% | +16,247+17.8% | Added |
| Susquehanna International Group, LLP | 102,073 | $612.0K | 0.00% | −346,044−77.2% | Reduced |
| Rokos Capital Management LLP | 100,000 | $598.0K | 0.05% | +100,000 | New |
| Seven Grand Managers, LLC | 98,500 | $591.0K | 1.33% | +98,500 | New |
| State of New Jersey Common Pension Fund D | 92,081 | $552.0K | 0.00% | +92,081 | New |
| Gulf International Bank (UK) Ltd | 90,000 | $551.0K | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 91,234 | $547.0K | 0.00% | +24,502+36.7% | Added |
| Nomura Holdings Inc | 86,400 | $530.0K | 0.00% | +19,000+28.2% | Added |
| Voya Investment Management LLC | 85,930 | $516.0K | 0.00% | +13,936+19.4% | Added |
| Monashee Investment Management LLC | 85,000 | $510.0K | 0.19% | +85,000 | New |
| Los Angeles Capital Management LLC | 76,088 | $457.0K | 0.00% | +76,088 | New |
| Skandinaviska Enskilda Banken AB (publ) | 74,900 | $449.0K | 0.00% | +24,900+49.8% | Added |
| Nomura Asset Management Co Ltd | 74,000 | $444.0K | 0.00% | +20,300+37.8% | Added |