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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 335,458 | $2.01M | 0.03% | −80,012−19.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 337,454 | $2.02M | 0.01% | +102,661+43.7% | Added |
| British Columbia Investment Management Corp | 342,500 | $2.06M | 0.02% | +92,100+36.8% | Added |
| Aviva PLC | 401,200 | $2.41M | 0.01% | +145,200+56.7% | Added |
| Standard Life Aberdeen plc | 396,666 | $2.43M | 0.01% | +52,626+15.3% | Added |
| Storebrand Asset Management AS | 484,651 | $2.91M | 0.02% | +129,943+36.6% | Added |
| Korea Investment CORP | 500,342 | $3.00M | 0.01% | +241,681+93.4% | Added |
| Old Mission Capital LLC | 502,922 | $3.02M | 0.10% | +502,922 | New |
| Lombard Odier Asset Management (Europe) Ltd | 510,000 | $3.06M | 0.15% | +510,000 | New |
| Toroso Investments, LLC | 511,473 | $3.07M | 0.11% | −9,637−1.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 531,208 | $3.19M | 0.01% | +531,208 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 576,542 | $3.46M | 2.39% | +221,104+62.2% | Added |
| Wellington Management Group LLP | 646,654 | $3.88M | 0.00% | +135,394+26.5% | Added |
| Pinebridge Investments, L.P. | 771,593 | $4.63M | 0.06% | −210,880−21.5% | Reduced |
| Barclays PLC | 849,147 | $5.09M | 0.01% | +343,646+68.0% | Added |
| Pictet Asset Management SA | 856,800 | $5.14M | 0.01% | +211,900+32.9% | Added |
| KBC Group NV | 886,200 | $5.32M | 0.03% | +8,826+1.0% | Added |
| Goldman Sachs Group Inc | 909,441 | $5.46M | 0.00% | −601,407−39.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 931,939 | $5.59M | 0.01% | +764,074+455.2% | Added |
| D. E. Shaw & Co., Inc. | 933,650 | $5.60M | 0.01% | −697,853−42.8% | Reduced |
| Charles Schwab Investment Management Inc | 940,700 | $5.64M | 0.00% | +189,799+25.3% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 1,000,000 | $6.00M | 0.13% | +1,000,000 | New |
| HSBC Holdings PLC | 1,100,264 | $6.61M | 0.01% | +302,211+37.9% | Added |
| JPMorgan Chase & Co | 1,119,014 | $6.71M | 0.00% | −538,599−32.5% | Reduced |
| AXA S.A. | 1,152,224 | $6.91M | 0.03% | −31,929−2.7% | Reduced |
| Credit Suisse AG | 1,159,169 | $6.96M | 0.01% | −2,269,518−66.2% | Reduced |
| California Public Employees Retirement System | 1,247,783 | $7.49M | 0.01% | +164,613+15.2% | Added |
| Nuveen Asset Management, LLC | 1,279,338 | $7.68M | 0.00% | +390,938+44.0% | Added |
| Bank of New York Mellon Corp | 1,293,374 | $7.76M | 0.00% | +241,127+22.9% | Added |
| Canada Pension Plan Investment Board | 1,343,295 | $8.06M | 0.01% | +825,555+159.5% | Added |
| UBS Group AG | 1,377,299 | $8.26M | 0.00% | −1,692,695−55.1% | Reduced |
| Great West Life Assurance Co | 1,447,012 | $8.67M | 0.02% | +171,800+13.5% | Added |
| Penserra Capital Management LLC | 1,477,542 | $8.86M | 0.24% | −186,997−11.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,877,821 | $11.3M | 0.01% | +686,051+57.6% | Added |
| Bank of America Corp | 2,036,004 | $12.2M | 0.00% | +84,013+4.3% | Added |
| Deutsche Bank AG | 2,090,810 | $12.5M | 0.01% | +529,682+33.9% | Added |
| Invesco Ltd. | 2,110,638 | $12.7M | 0.00% | +220,354+11.7% | Added |
| Morgan Stanley | 2,215,798 | $13.3M | 0.00% | +623,865+39.2% | Added |
| UBS Asset Management Americas Inc | 2,251,901 | $13.5M | 0.01% | +715,747+46.6% | Added |
| Cape Ann Asset Management Ltd | 2,285,826 | $13.7M | 7.90% | +808,784+54.8% | Added |
| Caas Capital Management LP | 2,287,483 | $13.7M | 1.86% | +2,287,483 | New |
| Northern Trust Corp | 2,679,774 | $16.1M | 0.00% | +1,315,775+96.5% | Added |
| Swedbank AB | 2,864,687 | $17.2M | 0.04% | 00.0% | Unchanged |
| Schroder Investment Management Group | 3,296,383 | $20.2M | 0.03% | +2,430,201+280.6% | Added |
| Renaissance Technologies LLC | 3,438,900 | $20.6M | 0.02% | +1,458,400+73.6% | Added |
| Geode Capital Management, LLC | 4,641,446 | $27.7M | 0.00% | +1,154,208+33.1% | Added |
| Arrowstreet Capital, Limited Partnership | 4,806,667 | $28.8M | 0.04% | +1,363,496+39.6% | Added |
| E Fund Management Co., Ltd. | 5,342,534 | $32.1M | 2.90% | +930,471+21.1% | Added |
| Bamco Inc | 5,726,282 | $34.4M | 0.11% | +5,726,282 | New |
| Norges Bank | 5,949,132 | $35.7M | 0.01% | +1,416,915+31.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 6,416,194 | $38.5M | 0.10% | −131,479−2.0% | Reduced |
| Legal & General Group Plc | 6,969,247 | $41.8M | 0.01% | +1,689,038+32.0% | Added |
| Bridgewater Associates, LP | 8,870,197 | $53.2M | 0.23% | −107,106−1.2% | Reduced |
| Alpha Square Group S, LLC | 10,240,241 | $61.4M | 25.95% | −10,240,241−50.0% | Reduced |
| FIL Ltd | 10,354,000 | $62.1M | 0.07% | −1,265,937−10.9% | Reduced |
| State Street Corp | 12,443,476 | $74.7M | 0.00% | +2,345,820+23.2% | Added |
| Farallon Capital Management, L.L.C. | 23,740,399 | $142.4M | 0.84% | +1,706,000+7.7% | Added |
| Baillie Gifford & Co | 24,995,713 | $150.0M | 0.15% | −453,769−1.8% | Reduced |
| Vanguard Group Inc | 26,422,464 | $158.5M | 0.00% | +5,196,415+24.5% | Added |
| Krane Funds Advisors LLC | 31,608,899 | $189.7M | 6.76% | +12,431,962+64.8% | Added |
| Capital Research Global Investors | 32,514,202 | $195.1M | 0.06% | +136,158+0.4% | Added |
| Capital World Investors | 39,699,881 | $238.2M | 0.05% | −16,770,591−29.7% | Reduced |
| BlackRock Inc. | 41,330,586 | $248.0M | 0.01% | +12,861,838+45.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −916,815−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −721,990−100.0% | Sold out |
| Indus Capital Partners, LLC | 0 | $0 | 0.00% | −325,729−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −234,687−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −136,436−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −51,816−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −34,760−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −33,800−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −19,100−100.0% | Sold out |
| QCM Cayman, Ltd. | 0 | $0 | 0.00% | −17,565−100.0% | Sold out |
| Corient Capital Partners, LLC | 0 | $0 | 0.00% | −11,358−100.0% | Sold out |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −10,969−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −2,923−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −1,223−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |