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, Q3 2022
Institutional positions in Lufax Holding Ltd as of Sep 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
- 155
- −8 vs. Q2 2022
- Shares held
- 360.9M
- −6.41M (−1.7%) vs. Q2 2022
- Total value
- $916.7M
- −$1.29B (−58.4%) vs. Q2 2022
- New holders
- 23
- 52 more added
- Sold out
- 31
- 63 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Lufax Holding Ltd; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 37,492,958 | $95.2M | 0.00% | −3,837,628−9.3% | Reduced |
| Krane Funds Advisors LLC | 28,803,196 | $73.2M | 3.79% | −2,805,703−8.9% | Reduced |
| Vanguard Group Inc | 26,711,214 | $67.8M | 0.00% | +288,750+1.1% | Added |
| Capital World Investors | 26,044,024 | $66.2M | 0.01% | −13,655,857−34.4% | Reduced |
| Baillie Gifford & Co | 25,263,841 | $64.2M | 0.07% | +268,128+1.1% | Added |
| Capital Research Global Investors | 25,260,566 | $64.2M | 0.02% | −7,253,636−22.3% | Reduced |
| Farallon Capital Management, L.L.C. | 20,536,399 | $52.2M | 0.32% | −3,204,000−13.5% | Reduced |
| FIL Ltd | 12,945,393 | $32.9M | 0.04% | +2,591,393+25.0% | Added |
| Marshall Wace, LLP | 12,593,493 | $32.0M | 0.08% | +12,524,793+18,231.1% | Added |
| State Street Corp | 12,347,171 | $31.4M | 0.00% | −96,305−0.8% | Reduced |
| Alpha Square Group S, LLC | 10,069,671 | $25.6M | 13.98% | −170,570−1.7% | Reduced |
| Bridgewater Associates, LP | 9,293,447 | $23.6M | 0.12% | +423,250+4.8% | Added |
| Norges Bank | 8,929,608 | $22.7M | 0.01% | +2,980,476+50.1% | Added |
| Arrowstreet Capital, Limited Partnership | 7,933,596 | $20.2M | 0.03% | +3,126,929+65.1% | Added |
| Bamco Inc | 7,808,671 | $19.8M | 0.06% | +2,082,389+36.4% | Added |
| Legal & General Group Plc | 6,864,386 | $17.4M | 0.01% | −104,861−1.5% | Reduced |
| E Fund Management Co., Ltd. | 5,236,160 | $13.3M | 1.24% | −106,374−2.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 5,051,384 | $12.8M | 0.03% | −1,364,810−21.3% | Reduced |
| Renaissance Technologies LLC | 4,720,976 | $12.0M | 0.02% | +1,282,076+37.3% | Added |
| Schroder Investment Management Group | 4,316,854 | $11.0M | 0.02% | +1,020,471+31.0% | Added |
| Geode Capital Management, LLC | 4,204,099 | $10.7M | 0.00% | −437,347−9.4% | Reduced |
| Citadel Advisors LLC | 3,850,283 | $9.78M | 0.01% | +3,839,039+34,143.0% | Added |
| Swedbank AB | 2,864,687 | $7.28M | 0.02% | 00.0% | Unchanged |
| Northern Trust Corp | 2,674,908 | $6.79M | 0.00% | −4,866−0.2% | Reduced |
| UBS Asset Management Americas Inc | 2,218,759 | $5.64M | 0.00% | −33,142−1.5% | Reduced |
| Cape Ann Asset Management Ltd | 2,195,426 | $5.58M | 6.69% | −90,400−4.0% | Reduced |
| Invesco Ltd. | 2,057,634 | $5.23M | 0.00% | −53,004−2.5% | Reduced |
| Credit Suisse AG | 2,041,916 | $5.19M | 0.01% | +882,747+76.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,823,135 | $4.63M | 0.00% | −54,686−2.9% | Reduced |
| Deutsche Bank AG | 1,767,278 | $4.49M | 0.00% | −323,532−15.5% | Reduced |
| Barclays PLC | 1,717,030 | $4.36M | 0.00% | +867,883+102.2% | Added |
| Morgan Stanley | 1,632,987 | $4.15M | 0.00% | −582,811−26.3% | Reduced |
| Bank of America Corp | 1,602,122 | $4.07M | 0.00% | −433,882−21.3% | Reduced |
| Goldman Sachs Group Inc | 1,564,306 | $3.97M | 0.00% | +654,865+72.0% | Added |
| California Public Employees Retirement System | 1,516,464 | $3.85M | 0.00% | +268,681+21.5% | Added |
| Penserra Capital Management LLC | 1,364,443 | $3.46M | 0.10% | −113,099−7.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 1,356,533 | $3.45M | 0.06% | +1,356,533 | New |
| UBS Group AG | 1,330,920 | $3.38M | 0.00% | −46,379−3.4% | Reduced |
| Great West Life Assurance Co | 1,330,812 | $3.34M | 0.01% | −116,200−8.0% | Reduced |
| Bank of New York Mellon Corp | 1,279,800 | $3.25M | 0.00% | −13,574−1.0% | Reduced |
| AXA S.A. | 1,277,376 | $3.24M | 0.01% | +125,152+10.9% | Added |
| Jane Street Group, LLC | 1,214,540 | $3.08M | 0.01% | +1,214,540 | New |
| Nuveen Asset Management, LLC | 1,056,638 | $2.68M | 0.00% | −222,700−17.4% | Reduced |
| HSBC Holdings PLC | 1,042,168 | $2.65M | 0.00% | −58,096−5.3% | Reduced |
| Charles Schwab Investment Management Inc | 949,349 | $2.41M | 0.00% | +8,649+0.9% | Added |
| KBC Group NV | 895,153 | $2.27M | 0.01% | +8,953+1.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 831,642 | $2.11M | 0.01% | −100,297−10.8% | Reduced |
| JPMorgan Chase & Co | 798,162 | $2.03M | 0.00% | −320,852−28.7% | Reduced |
| Pictet Asset Management SA | 736,900 | $1.87M | 0.00% | −119,900−14.0% | Reduced |
| Massachusetts Financial Services Co | 729,841 | $1.85M | 0.00% | +729,841 | New |
| Lombard Odier Asset Management (Europe) Ltd | 650,000 | $1.65M | 0.09% | +140,000+27.5% | Added |
| HRT Financial LP | 556,366 | $1.41M | 0.02% | +556,366 | New |
| Storebrand Asset Management AS | 470,001 | $1.19M | 0.01% | −14,650−3.0% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 464,698 | $1.18M | 0.94% | −111,844−19.4% | Reduced |
| Group One Trading, L.P. | 396,964 | $1.01M | 0.03% | +381,732+2,506.1% | Added |
| Simplex Trading, LLC | 386,455 | $981.0K | 0.04% | +386,455 | New |
| Standard Life Aberdeen plc | 382,185 | $970.0K | 0.00% | −14,481−3.7% | Reduced |
| Andra AP-fonden | 369,100 | $938.0K | 0.03% | +202,600+121.7% | Added |
| Korea Investment CORP | 361,542 | $918.0K | 0.00% | −138,800−27.7% | Reduced |
| Aviva PLC | 360,400 | $915.0K | 0.01% | −40,800−10.2% | Reduced |
| Teacher Retirement System of Texas | 340,173 | $864.0K | 0.01% | +74,958+28.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 327,136 | $831.0K | 0.01% | +71,822+28.1% | Added |
| Russell Investments Group, Ltd. | 309,508 | $786.0K | 0.00% | +71,569+30.1% | Added |
| Handelsbanken Fonder AB | 303,600 | $771.0K | 0.01% | +31,400+11.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 279,262 | $709.0K | 0.00% | −58,192−17.2% | Reduced |
| British Columbia Investment Management Corp | 278,600 | $708.0K | 0.01% | −63,900−18.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 265,270 | $674.0K | 0.00% | −265,938−50.1% | Reduced |
| Renaissance Capital LLC | 260,716 | $662.0K | 0.43% | −49,916−16.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 251,539 | $639.0K | 0.00% | −69,032−21.5% | Reduced |
| Public Sector Pension Investment Board | 247,100 | $628.0K | 0.01% | −55,800−18.4% | Reduced |
| Capital Fund Management S.A. | 245,957 | $624.7K | 0.02% | +177,492+259.2% | Added |
| Gsa Capital Partners LLP | 208,356 | $529.0K | 0.07% | +134,417+181.8% | Added |
| Macquarie Group Ltd | 199,408 | $506.0K | 0.00% | +127,948+179.0% | Added |
| Susquehanna International Group, LLP | 198,301 | $504.0K | 0.00% | +96,228+94.3% | Added |
| California State Teachers Retirement System | 197,928 | $503.0K | 0.00% | +5,628+2.9% | Added |
| Harvest Fund Management Co., Ltd | 200,028 | $502.0K | 0.15% | +200,028 | New |
| Millennium Management LLC | 193,912 | $493.0K | 0.00% | +193,912 | New |
| Canada Pension Plan Investment Board | 176,295 | $448.0K | 0.00% | −1,167,000−86.9% | Reduced |
| National Pension Service | 174,829 | $440.6K | 0.00% | +105,604+152.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 166,503 | $422.9K | 0.04% | +166,503 | New |
| O'Shaughnessy Asset Management, LLC | 165,765 | $421.0K | 0.01% | +7,292+4.6% | Added |
| Manufacturers Life Insurance Company, The | 162,000 | $411.5K | 0.00% | −14,600−8.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 159,366 | $405.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 155,677 | $395.0K | 0.01% | −179,781−53.6% | Reduced |
| First Trust Advisors LP | 148,766 | $378.0K | 0.00% | −20,490−12.1% | Reduced |
| Asset Management One Co.,Ltd. | 137,044 | $348.0K | 0.00% | −23,129−14.4% | Reduced |
| Franklin Resources Inc | 115,831 | $294.0K | 0.00% | +8,393+7.8% | Added |
| American Century Companies Inc | 109,636 | $278.0K | 0.00% | +18,402+20.2% | Added |
| Citigroup Inc | 104,374 | $265.0K | 0.00% | −177,804−63.0% | Reduced |
| Profund Advisors LLC | 101,230 | $257.0K | 0.02% | −15,086−13.0% | Reduced |
| Caxton Associates LP | 94,098 | $239.0K | 0.04% | +47,211+100.7% | Added |
| State of New Jersey Common Pension Fund D | 92,081 | $234.0K | 0.00% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 90,000 | $228.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 84,752 | $204.0K | 0.00% | −30,460−26.4% | Reduced |
| JBF Capital, Inc. | 80,000 | $203.0K | 0.05% | +15,000+23.1% | Added |
| Cubist Systematic Strategies, LLC | 75,600 | $192.0K | 0.00% | −62,934−45.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 74,900 | $190.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 74,000 | $188.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 73,185 | $185.0K | 0.01% | +73,185 | New |
| ExodusPoint Capital Management, LP | 66,933 | $170.0K | 0.00% | +66,933 | New |