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
- +$318.6M (+16.9%) 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 | $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, 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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 83 | $0 | 0.00% | +5+6.4% | Added |
| Lazard Asset Management LLC | 39 | $0 | 0.00% | +39 | New |
| Halpern Financial, Inc. | 242 | $1.45K | 0.00% | +242 | New |
| Thomas J. Herzfeld Advisors, Inc. | 335 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 287 | $2.00K | 0.00% | +106+58.6% | Added |
| Umb Bank N A | 311 | $2.00K | 0.00% | +311 | New |
| Bell Investment Advisors, Inc | 419 | $3.00K | 0.00% | +419 | New |
| Cutler Group LP | 763 | $4.00K | 0.00% | −6,391−89.3% | Reduced |
| Evoke Wealth, LLC | 636 | $4.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 811 | $5.00K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,111 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,354 | $8.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,500 | $9.00K | 0.00% | −500−25.0% | Reduced |
| CWM, LLC | 2,565 | $15.0K | 0.00% | +500+24.2% | Added |
| Rockefeller Capital Management L.P. | 3,407 | $20.0K | 0.00% | +3,006+749.6% | Added |
| The PNC Financial Services Group, Inc. | 3,880 | $22.0K | 0.00% | −1,813−31.8% | Reduced |
| PEAK6 Investments LLC | 16,162 | $23.1K | 0.00% | +16,162 | New |
| Newbridge Financial Services Group, Inc. | 4,000 | $24.0K | 0.01% | 00.0% | Unchanged |
| Platinum Investment Management Ltd | 7,246 | $43.0K | 0.00% | +7,246 | New |
| American International Group, Inc. | 8,266 | $50.0K | 0.00% | +6,066+275.7% | Added |
| FMR LLC | 10,162 | $61.0K | 0.00% | +9,503+1,442.0% | Added |
| Citadel Advisors LLC | 11,244 | $67.0K | 0.00% | −820,132−98.6% | Reduced |
| Ronald Blue Trust, Inc. | 13,687 | $76.0K | 0.00% | +13,687 | New |
| Group One Trading, L.P. | 15,232 | $91.0K | 0.00% | +15,232 | New |
| CIBC Asset Management Inc | 15,782 | $95.0K | 0.00% | +4,348+38.0% | Added |
| Alliancebernstein L.P. | 16,179 | $97.0K | 0.00% | +16,179 | New |
| Cigna Investments Inc | 16,297 | $98.0K | 0.02% | +3,972+32.2% | Added |
| Price T Rowe Associates Inc | 16,600 | $100.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 17,005 | $102.0K | 0.00% | +2,141+14.4% | Added |
| Eaton Vance Management | 18,026 | $108.0K | 0.00% | +18,026 | New |
| DGS Capital Management, LLC | 18,681 | $112.0K | 0.09% | +6,053+47.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,837 | $113.0K | 0.00% | +6,677+54.9% | Added |
| Alberta Investment Management Corp | 19,000 | $114.0K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 19,072 | $114.0K | 0.01% | +19,072 | New |
| Boothbay Fund Management, LLC | 22,824 | $137.0K | 0.00% | +22,824 | New |
| Tower Research Capital LLC (TRC) | 22,999 | $138.0K | 0.00% | +19,315+524.3% | Added |
| Magnetar Financial LLC | 24,000 | $144.0K | 0.00% | +24,000 | New |
| Ameriprise Financial Inc | 25,496 | $153.0K | 0.00% | +6,922+37.3% | Added |
| Redpoint Investment Management Pty Ltd | 26,520 | $159.0K | 0.02% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 29,300 | $176.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 27,391 | $176.0K | 0.00% | +8,389+44.1% | Added |
| Bluefin Capital Management, LLC | 28,872 | $177.0K | 0.02% | +28,872 | New |
| Ensign Peak Advisors, Inc | 31,300 | $188.0K | 0.00% | 00.0% | Unchanged |
| AMJ Financial Wealth Management | 31,650 | $190.0K | 0.16% | +31,650 | New |
| DnB Asset Management AS | 35,439 | $212.6K | 0.00% | +35,439 | New |
| Belvedere Trading LLC | 44,301 | $223.0K | 0.24% | −1,992−4.3% | Reduced |
| JustInvest LLC | 37,734 | $226.0K | 0.01% | +15,135+67.0% | Added |
| Prelude Capital Management, LLC | 38,120 | $229.0K | 0.01% | −48,830−56.2% | Reduced |
| Royal Bank of Canada | 38,437 | $230.0K | 0.00% | +6,784+21.4% | Added |
| Comerica Bank | 48,452 | $244.0K | 0.00% | +10,310+27.0% | Added |
| IFM Investors Pty Ltd | 44,709 | $268.0K | 0.00% | +21,378+91.6% | Added |
| Vaughan Nelson Investment Management, L.P. | 45,338 | $272.0K | 0.00% | +7,995+21.4% | Added |
| Caxton Associates LP | 46,887 | $281.0K | 0.04% | +46,887 | New |
| Yousif Capital Management, LLC | 48,452 | $291.0K | 0.00% | +10,310+27.0% | Added |
| Prudential PLC | 52,733 | $316.0K | 0.01% | +52,733 | New |
| Sompo Asset Management Co., Ltd. | 54,120 | $324.0K | 0.08% | −69,950−56.4% | Reduced |
| JBF Capital, Inc. | 65,000 | $390.0K | 0.10% | 00.0% | Unchanged |
| Principal Financial Group Inc | 66,343 | $398.0K | 0.00% | +66,343 | New |
| Capital Fund Management S.A. | 68,465 | $410.8K | 0.01% | −122,315−64.1% | Reduced |
| Marshall Wace, LLP | 68,700 | $412.0K | 0.00% | −430,264−86.2% | Reduced |
| National Pension Service | 69,225 | $415.0K | 0.00% | +69,225 | New |
| Macquarie Group Ltd | 71,460 | $428.0K | 0.00% | +36,040+101.8% | Added |
| Nomura Asset Management Co Ltd | 74,000 | $444.0K | 0.00% | +20,300+37.8% | Added |
| Gsa Capital Partners LLP | 73,939 | $444.0K | 0.07% | +73,939 | New |
| Skandinaviska Enskilda Banken AB (publ) | 74,900 | $449.0K | 0.00% | +24,900+49.8% | Added |
| Los Angeles Capital Management LLC | 76,088 | $457.0K | 0.00% | +76,088 | New |
| Monashee Investment Management LLC | 85,000 | $510.0K | 0.19% | +85,000 | New |
| Voya Investment Management LLC | 85,930 | $516.0K | 0.00% | +13,936+19.4% | Added |
| Nomura Holdings Inc | 86,400 | $530.0K | 0.00% | +19,000+28.2% | Added |
| American Century Companies Inc | 91,234 | $547.0K | 0.00% | +24,502+36.7% | Added |
| Gulf International Bank (UK) Ltd | 90,000 | $551.0K | 0.01% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 92,081 | $552.0K | 0.00% | +92,081 | New |
| Seven Grand Managers, LLC | 98,500 | $591.0K | 1.33% | +98,500 | New |
| Rokos Capital Management LLP | 100,000 | $598.0K | 0.05% | +100,000 | New |
| Susquehanna International Group, LLP | 102,073 | $612.0K | 0.00% | −346,044−77.2% | Reduced |
| Franklin Resources Inc | 107,438 | $645.0K | 0.00% | +16,247+17.8% | Added |
| DekaBank Deutsche Girozentrale | 115,212 | $686.0K | 0.00% | +81,809+244.9% | Added |
| Profund Advisors LLC | 116,316 | $698.0K | 0.04% | +8,221+7.6% | Added |
| E. Ohman J:or Asset Management AB | 130,000 | $780.0K | 0.03% | +130,000 | New |
| Cubist Systematic Strategies, LLC | 138,534 | $831.0K | 0.01% | +138,534 | New |
| Qtron Investments LLC | 156,247 | $937.0K | 0.21% | +156,247 | New |
| Brinker Capital Investments, LLC | 156,921 | $942.0K | 0.02% | +41,840+36.4% | Added |
| O'Shaughnessy Asset Management, LLC | 158,473 | $951.0K | 0.02% | +158,473 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 159,366 | $956.0K | 0.01% | +81,366+104.3% | Added |
| Asset Management One Co.,Ltd. | 160,173 | $961.0K | 0.00% | +34,172+27.1% | Added |
| Andra AP-fonden | 166,500 | $999.0K | 0.03% | +166,500 | New |
| First Trust Advisors LP | 169,256 | $1.02M | 0.00% | +52,979+45.6% | Added |
| Manufacturers Life Insurance Company, The | 176,600 | $1.06M | 0.00% | +65,800+59.4% | Added |
| GWM Advisors LLC | 188,182 | $1.13M | 0.02% | +188,182 | New |
| California State Teachers Retirement System | 192,300 | $1.15M | 0.00% | +192,300 | New |
| APG Asset Management N.V. | 201,820 | $1.16M | 0.00% | +95,100+89.1% | Added |
| Russell Investments Group, Ltd. | 237,939 | $1.43M | 0.00% | +57,077+31.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 255,314 | $1.53M | 0.01% | +136,270+114.5% | Added |
| Teacher Retirement System of Texas | 265,215 | $1.59M | 0.01% | +265,215 | New |
| Handelsbanken Fonder AB | 272,200 | $1.63M | 0.01% | −468,900−63.3% | Reduced |
| Citigroup Inc | 282,178 | $1.69M | 0.00% | −136,775−32.6% | Reduced |
| Public Sector Pension Investment Board | 302,900 | $1.82M | 0.02% | +85,000+39.0% | Added |
| Renaissance Capital LLC | 310,632 | $1.86M | 0.99% | +136,904+78.8% | Added |
| Caisse de Depot Et Placement du Quebec | 320,571 | $1.92M | 0.01% | +208,700+186.6% | Added |
| Neuberger Berman Group LLC | 328,985 | $1.99M | 0.00% | −47,749−12.7% | Reduced |