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 |
|---|---|---|---|---|---|
| Gsa Capital Partners LLP | 73,939 | $444.0K | 0.07% | +73,939 | New |
| Macquarie Group Ltd | 71,460 | $428.0K | 0.00% | +36,040+101.8% | Added |
| National Pension Service | 69,225 | $415.0K | 0.00% | +69,225 | New |
| Marshall Wace, LLP | 68,700 | $412.0K | 0.00% | −430,264−86.2% | Reduced |
| Capital Fund Management S.A. | 68,465 | $410.8K | 0.01% | −122,315−64.1% | Reduced |
| Principal Financial Group Inc | 66,343 | $398.0K | 0.00% | +66,343 | New |
| JBF Capital, Inc. | 65,000 | $390.0K | 0.10% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 54,120 | $324.0K | 0.08% | −69,950−56.4% | Reduced |
| Prudential PLC | 52,733 | $316.0K | 0.01% | +52,733 | New |
| Yousif Capital Management, LLC | 48,452 | $291.0K | 0.00% | +10,310+27.0% | Added |
| Caxton Associates LP | 46,887 | $281.0K | 0.04% | +46,887 | New |
| Vaughan Nelson Investment Management, L.P. | 45,338 | $272.0K | 0.00% | +7,995+21.4% | Added |
| IFM Investors Pty Ltd | 44,709 | $268.0K | 0.00% | +21,378+91.6% | Added |
| Comerica Bank | 48,452 | $244.0K | 0.00% | +10,310+27.0% | Added |
| Royal Bank of Canada | 38,437 | $230.0K | 0.00% | +6,784+21.4% | Added |
| Prelude Capital Management, LLC | 38,120 | $229.0K | 0.01% | −48,830−56.2% | Reduced |
| JustInvest LLC | 37,734 | $226.0K | 0.01% | +15,135+67.0% | Added |
| Belvedere Trading LLC | 44,301 | $223.0K | 0.24% | −1,992−4.3% | Reduced |
| DnB Asset Management AS | 35,439 | $212.6K | 0.00% | +35,439 | New |
| AMJ Financial Wealth Management | 31,650 | $190.0K | 0.16% | +31,650 | New |
| Ensign Peak Advisors, Inc | 31,300 | $188.0K | 0.00% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 28,872 | $177.0K | 0.02% | +28,872 | New |
| 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 |
| Redpoint Investment Management Pty Ltd | 26,520 | $159.0K | 0.02% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 25,496 | $153.0K | 0.00% | +6,922+37.3% | Added |
| Magnetar Financial LLC | 24,000 | $144.0K | 0.00% | +24,000 | New |
| Tower Research Capital LLC (TRC) | 22,999 | $138.0K | 0.00% | +19,315+524.3% | Added |
| Boothbay Fund Management, LLC | 22,824 | $137.0K | 0.00% | +22,824 | New |
| 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 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,837 | $113.0K | 0.00% | +6,677+54.9% | Added |
| DGS Capital Management, LLC | 18,681 | $112.0K | 0.09% | +6,053+47.9% | Added |
| Eaton Vance Management | 18,026 | $108.0K | 0.00% | +18,026 | New |
| Van Eck Associates Corp | 17,005 | $102.0K | 0.00% | +2,141+14.4% | Added |
| Price T Rowe Associates Inc | 16,600 | $100.0K | 0.00% | 00.0% | Unchanged |
| Cigna Investments Inc | 16,297 | $98.0K | 0.02% | +3,972+32.2% | Added |
| Alliancebernstein L.P. | 16,179 | $97.0K | 0.00% | +16,179 | New |
| CIBC Asset Management Inc | 15,782 | $95.0K | 0.00% | +4,348+38.0% | Added |
| Group One Trading, L.P. | 15,232 | $91.0K | 0.00% | +15,232 | New |
| Ronald Blue Trust, Inc. | 13,687 | $76.0K | 0.00% | +13,687 | New |
| Citadel Advisors LLC | 11,244 | $67.0K | 0.00% | −820,132−98.6% | Reduced |
| FMR LLC | 10,162 | $61.0K | 0.00% | +9,503+1,442.0% | Added |
| American International Group, Inc. | 8,266 | $50.0K | 0.00% | +6,066+275.7% | Added |
| Platinum Investment Management Ltd | 7,246 | $43.0K | 0.00% | +7,246 | New |
| Newbridge Financial Services Group, Inc. | 4,000 | $24.0K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 16,162 | $23.1K | 0.00% | +16,162 | New |
| The PNC Financial Services Group, Inc. | 3,880 | $22.0K | 0.00% | −1,813−31.8% | Reduced |
| Rockefeller Capital Management L.P. | 3,407 | $20.0K | 0.00% | +3,006+749.6% | Added |
| CWM, LLC | 2,565 | $15.0K | 0.00% | +500+24.2% | Added |
| American Portfolios Advisors | 1,500 | $9.00K | 0.00% | −500−25.0% | Reduced |
| Global Retirement Partners, LLC | 1,354 | $8.00K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,111 | $7.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 811 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 763 | $4.00K | 0.00% | −6,391−89.3% | Reduced |
| Evoke Wealth, LLC | 636 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 419 | $3.00K | 0.00% | +419 | 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 |
| Halpern Financial, Inc. | 242 | $1.45K | 0.00% | +242 | New |
| Quent Capital, LLC | 83 | $0 | 0.00% | +5+6.4% | Added |
| Lazard Asset Management LLC | 39 | $0 | 0.00% | +39 | New |
| 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 |