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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 82 | $0 | 0.00% | −1−1.2% | Reduced |
| Bell Investment Advisors, Inc | 410 | $1.00K | 0.00% | −9−2.1% | Reduced |
| Quadrant Capital Group LLC | 222 | $1.00K | 0.00% | −65−22.6% | Reduced |
| Tower Research Capital LLC (TRC) | 790 | $2.00K | 0.00% | −22,209−96.6% | Reduced |
| American Portfolios Advisors | 1,500 | $3.81K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,975 | $5.00K | 0.00% | −1,432−42.0% | Reduced |
| US Bancorp | 2,433 | $6.00K | 0.00% | +2,433 | New |
| CWM, LLC | 3,264 | $8.00K | 0.00% | +699+27.3% | Added |
| Newbridge Financial Services Group, Inc. | 4,000 | $10.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 9,011 | $14.0K | 0.00% | +7,657+565.5% | Added |
| New York State Common Retirement Fund | 5,711 | $15.0K | 0.00% | +4,600+414.0% | Added |
| American International Group, Inc. | 8,266 | $21.0K | 0.00% | 00.0% | Unchanged |
| Platinum Investment Management Ltd | 8,281 | $21.0K | 0.00% | +1,035+14.3% | Added |
| The PNC Financial Services Group, Inc. | 10,264 | $26.0K | 0.00% | +6,384+164.5% | Added |
| Pinebridge Investments, L.P. | 11,218 | $28.0K | 0.00% | −760,375−98.5% | Reduced |
| Mariner, LLC | 10,839 | $28.0K | 0.00% | +10,839 | New |
| Cutler Group LP | 11,614 | $29.0K | 0.00% | +10,851+1,422.1% | Added |
| Cigna Investments Inc | 12,823 | $33.0K | 0.01% | −3,474−21.3% | Reduced |
| FMR LLC | 13,155 | $33.0K | 0.00% | +2,993+29.5% | Added |
| Balentine LLC | 13,322 | $34.0K | 0.00% | +13,322 | New |
| Parallax Volatility Advisers, L.P. | 13,855 | $35.0K | 0.00% | +13,855 | New |
| Price T Rowe Associates Inc | 14,200 | $37.0K | 0.00% | −2,400−14.5% | Reduced |
| CIBC Asset Management Inc | 15,782 | $40.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 15,613 | $40.0K | 0.01% | +15,613 | New |
| Alliancebernstein L.P. | 16,179 | $41.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 18,050 | $45.0K | 0.00% | +18,050 | New |
| Man Group plc | 18,100 | $46.0K | 0.00% | +18,100 | New |
| Alberta Investment Management Corp | 19,000 | $48.0K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,837 | $48.0K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 20,800 | $52.8K | 0.00% | +20,800 | New |
| Tudor Investment Corp Et Al | 24,900 | $63.0K | 0.00% | +24,900 | New |
| Redpoint Investment Management Pty Ltd | 26,520 | $67.0K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 27,265 | $70.0K | 0.00% | +1,769+6.9% | Added |
| IFM Investors Pty Ltd | 29,258 | $74.0K | 0.00% | −15,451−34.6% | Reduced |
| Comerica Bank | 48,452 | $79.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 33,000 | $84.0K | 0.00% | +3,700+12.6% | Added |
| Eaton Vance Management | 33,363 | $85.0K | 0.00% | +15,337+85.1% | Added |
| Nomura Holdings Inc | 37,100 | $94.0K | 0.00% | −49,300−57.1% | Reduced |
| AIA Group Ltd | 36,839 | $94.0K | 0.01% | +36,839 | New |
| Ronald Blue Trust, Inc. | 17,233 | $104.0K | 0.00% | +3,546+25.9% | Added |
| AQR Capital Management LLC | 43,038 | $109.0K | 0.00% | +43,038 | New |
| JustInvest LLC | 43,352 | $110.0K | 0.00% | +5,618+14.9% | Added |
| XTX Topco Ltd | 43,391 | $110.0K | 0.03% | +43,391 | New |
| Wellington Management Group LLP | 45,491 | $116.0K | 0.00% | −601,163−93.0% | Reduced |
| Ensign Peak Advisors, Inc | 48,000 | $122.0K | 0.00% | +16,700+53.4% | Added |
| Yousif Capital Management, LLC | 48,452 | $123.0K | 0.00% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 50,040 | $127.0K | 0.03% | −4,080−7.5% | Reduced |
| Squarepoint Ops LLC | 51,417 | $131.0K | 0.00% | +51,417 | New |
| DGS Capital Management, LLC | 53,318 | $135.4K | 0.09% | +34,637+185.4% | Added |
| Royal Bank of Canada | 54,816 | $139.0K | 0.00% | +16,379+42.6% | Added |
| Prudential PLC | 61,600 | $156.0K | 0.00% | +8,867+16.8% | Added |
| APG Asset Management N.V. | 61,020 | $158.0K | 0.00% | −140,800−69.8% | Reduced |
| D. E. Shaw & Co., Inc. | 63,776 | $162.0K | 0.00% | −869,874−93.2% | Reduced |
| Voya Investment Management LLC | 64,359 | $163.5K | 0.00% | −21,571−25.1% | Reduced |
| Principal Financial Group Inc | 66,343 | $169.0K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 66,933 | $170.0K | 0.00% | +66,933 | New |
| Quantbot Technologies LP | 73,185 | $185.0K | 0.01% | +73,185 | New |
| Nomura Asset Management Co Ltd | 74,000 | $188.0K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 74,900 | $190.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 75,600 | $192.0K | 0.00% | −62,934−45.4% | Reduced |
| JBF Capital, Inc. | 80,000 | $203.0K | 0.05% | +15,000+23.1% | Added |
| DekaBank Deutsche Girozentrale | 84,752 | $204.0K | 0.00% | −30,460−26.4% | Reduced |
| Gulf International Bank (UK) Ltd | 90,000 | $228.0K | 0.00% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 92,081 | $234.0K | 0.00% | 00.0% | Unchanged |
| Caxton Associates LP | 94,098 | $239.0K | 0.04% | +47,211+100.7% | Added |
| Profund Advisors LLC | 101,230 | $257.0K | 0.02% | −15,086−13.0% | Reduced |
| Citigroup Inc | 104,374 | $265.0K | 0.00% | −177,804−63.0% | Reduced |
| American Century Companies Inc | 109,636 | $278.0K | 0.00% | +18,402+20.2% | Added |
| Franklin Resources Inc | 115,831 | $294.0K | 0.00% | +8,393+7.8% | Added |
| Asset Management One Co.,Ltd. | 137,044 | $348.0K | 0.00% | −23,129−14.4% | Reduced |
| First Trust Advisors LP | 148,766 | $378.0K | 0.00% | −20,490−12.1% | Reduced |
| SG Americas Securities, LLC | 155,677 | $395.0K | 0.01% | −179,781−53.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 159,366 | $405.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 162,000 | $411.5K | 0.00% | −14,600−8.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 165,765 | $421.0K | 0.01% | +7,292+4.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 166,503 | $422.9K | 0.04% | +166,503 | New |
| National Pension Service | 174,829 | $440.6K | 0.00% | +105,604+152.6% | Added |
| Canada Pension Plan Investment Board | 176,295 | $448.0K | 0.00% | −1,167,000−86.9% | Reduced |
| Millennium Management LLC | 193,912 | $493.0K | 0.00% | +193,912 | New |
| Harvest Fund Management Co., Ltd | 200,028 | $502.0K | 0.15% | +200,028 | New |
| California State Teachers Retirement System | 197,928 | $503.0K | 0.00% | +5,628+2.9% | Added |
| Susquehanna International Group, LLP | 198,301 | $504.0K | 0.00% | +96,228+94.3% | Added |
| Macquarie Group Ltd | 199,408 | $506.0K | 0.00% | +127,948+179.0% | Added |
| Gsa Capital Partners LLP | 208,356 | $529.0K | 0.07% | +134,417+181.8% | Added |
| Capital Fund Management S.A. | 245,957 | $624.7K | 0.02% | +177,492+259.2% | Added |
| Public Sector Pension Investment Board | 247,100 | $628.0K | 0.01% | −55,800−18.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 251,539 | $639.0K | 0.00% | −69,032−21.5% | Reduced |
| Renaissance Capital LLC | 260,716 | $662.0K | 0.43% | −49,916−16.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 265,270 | $674.0K | 0.00% | −265,938−50.1% | Reduced |
| British Columbia Investment Management Corp | 278,600 | $708.0K | 0.01% | −63,900−18.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 279,262 | $709.0K | 0.00% | −58,192−17.2% | Reduced |
| Handelsbanken Fonder AB | 303,600 | $771.0K | 0.01% | +31,400+11.5% | Added |
| Russell Investments Group, Ltd. | 309,508 | $786.0K | 0.00% | +71,569+30.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 327,136 | $831.0K | 0.01% | +71,822+28.1% | Added |
| Teacher Retirement System of Texas | 340,173 | $864.0K | 0.01% | +74,958+28.3% | Added |
| Aviva PLC | 360,400 | $915.0K | 0.01% | −40,800−10.2% | Reduced |
| Korea Investment CORP | 361,542 | $918.0K | 0.00% | −138,800−27.7% | Reduced |
| Andra AP-fonden | 369,100 | $938.0K | 0.03% | +202,600+121.7% | Added |
| Standard Life Aberdeen plc | 382,185 | $970.0K | 0.00% | −14,481−3.7% | Reduced |
| Simplex Trading, LLC | 386,455 | $981.0K | 0.04% | +386,455 | New |