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 |
|---|---|---|---|---|---|
| Group One Trading, L.P. | 396,964 | $1.01M | 0.03% | +381,732+2,506.1% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 464,698 | $1.18M | 0.94% | −111,844−19.4% | Reduced |
| Storebrand Asset Management AS | 470,001 | $1.19M | 0.01% | −14,650−3.0% | Reduced |
| HRT Financial LP | 556,366 | $1.41M | 0.02% | +556,366 | New |
| Lombard Odier Asset Management (Europe) Ltd | 650,000 | $1.65M | 0.09% | +140,000+27.5% | Added |
| Massachusetts Financial Services Co | 729,841 | $1.85M | 0.00% | +729,841 | New |
| Pictet Asset Management SA | 736,900 | $1.87M | 0.00% | −119,900−14.0% | Reduced |
| JPMorgan Chase & Co | 798,162 | $2.03M | 0.00% | −320,852−28.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 831,642 | $2.11M | 0.01% | −100,297−10.8% | Reduced |
| KBC Group NV | 895,153 | $2.27M | 0.01% | +8,953+1.0% | Added |
| Charles Schwab Investment Management Inc | 949,349 | $2.41M | 0.00% | +8,649+0.9% | Added |
| HSBC Holdings PLC | 1,042,168 | $2.65M | 0.00% | −58,096−5.3% | Reduced |
| Nuveen Asset Management, LLC | 1,056,638 | $2.68M | 0.00% | −222,700−17.4% | Reduced |
| Jane Street Group, LLC | 1,214,540 | $3.08M | 0.01% | +1,214,540 | New |
| AXA S.A. | 1,277,376 | $3.24M | 0.01% | +125,152+10.9% | Added |
| Bank of New York Mellon Corp | 1,279,800 | $3.25M | 0.00% | −13,574−1.0% | Reduced |
| Great West Life Assurance Co | 1,330,812 | $3.34M | 0.01% | −116,200−8.0% | Reduced |
| UBS Group AG | 1,330,920 | $3.38M | 0.00% | −46,379−3.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 1,356,533 | $3.45M | 0.06% | +1,356,533 | New |
| Penserra Capital Management LLC | 1,364,443 | $3.46M | 0.10% | −113,099−7.7% | Reduced |
| California Public Employees Retirement System | 1,516,464 | $3.85M | 0.00% | +268,681+21.5% | Added |
| Goldman Sachs Group Inc | 1,564,306 | $3.97M | 0.00% | +654,865+72.0% | Added |
| Bank of America Corp | 1,602,122 | $4.07M | 0.00% | −433,882−21.3% | Reduced |
| Morgan Stanley | 1,632,987 | $4.15M | 0.00% | −582,811−26.3% | Reduced |
| Barclays PLC | 1,717,030 | $4.36M | 0.00% | +867,883+102.2% | Added |
| Deutsche Bank AG | 1,767,278 | $4.49M | 0.00% | −323,532−15.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,823,135 | $4.63M | 0.00% | −54,686−2.9% | Reduced |
| Credit Suisse AG | 2,041,916 | $5.19M | 0.01% | +882,747+76.2% | Added |
| Invesco Ltd. | 2,057,634 | $5.23M | 0.00% | −53,004−2.5% | Reduced |
| Cape Ann Asset Management Ltd | 2,195,426 | $5.58M | 6.69% | −90,400−4.0% | Reduced |
| UBS Asset Management Americas Inc | 2,218,759 | $5.64M | 0.00% | −33,142−1.5% | Reduced |
| Northern Trust Corp | 2,674,908 | $6.79M | 0.00% | −4,866−0.2% | Reduced |
| Swedbank AB | 2,864,687 | $7.28M | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 3,850,283 | $9.78M | 0.01% | +3,839,039+34,143.0% | Added |
| Geode Capital Management, LLC | 4,204,099 | $10.7M | 0.00% | −437,347−9.4% | Reduced |
| Schroder Investment Management Group | 4,316,854 | $11.0M | 0.02% | +1,020,471+31.0% | Added |
| Renaissance Technologies LLC | 4,720,976 | $12.0M | 0.02% | +1,282,076+37.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 5,051,384 | $12.8M | 0.03% | −1,364,810−21.3% | Reduced |
| E Fund Management Co., Ltd. | 5,236,160 | $13.3M | 1.24% | −106,374−2.0% | Reduced |
| Legal & General Group Plc | 6,864,386 | $17.4M | 0.01% | −104,861−1.5% | Reduced |
| Bamco Inc | 7,808,671 | $19.8M | 0.06% | +2,082,389+36.4% | Added |
| Arrowstreet Capital, Limited Partnership | 7,933,596 | $20.2M | 0.03% | +3,126,929+65.1% | Added |
| Norges Bank | 8,929,608 | $22.7M | 0.01% | +2,980,476+50.1% | Added |
| Bridgewater Associates, LP | 9,293,447 | $23.6M | 0.12% | +423,250+4.8% | Added |
| Alpha Square Group S, LLC | 10,069,671 | $25.6M | 13.98% | −170,570−1.7% | Reduced |
| State Street Corp | 12,347,171 | $31.4M | 0.00% | −96,305−0.8% | Reduced |
| Marshall Wace, LLP | 12,593,493 | $32.0M | 0.08% | +12,524,793+18,231.1% | Added |
| FIL Ltd | 12,945,393 | $32.9M | 0.04% | +2,591,393+25.0% | Added |
| Farallon Capital Management, L.L.C. | 20,536,399 | $52.2M | 0.32% | −3,204,000−13.5% | Reduced |
| Capital Research Global Investors | 25,260,566 | $64.2M | 0.02% | −7,253,636−22.3% | Reduced |
| Baillie Gifford & Co | 25,263,841 | $64.2M | 0.07% | +268,128+1.1% | Added |
| Capital World Investors | 26,044,024 | $66.2M | 0.01% | −13,655,857−34.4% | Reduced |
| Vanguard Group Inc | 26,711,214 | $67.8M | 0.00% | +288,750+1.1% | Added |
| Krane Funds Advisors LLC | 28,803,196 | $73.2M | 3.79% | −2,805,703−8.9% | Reduced |
| BlackRock Inc. | 37,492,958 | $95.2M | 0.00% | −3,837,628−9.3% | Reduced |
| Caas Capital Management LP | 0 | $0 | 0.00% | −2,287,483−100.0% | Sold out |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −511,473−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −502,922−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −328,985−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −188,182−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −156,921−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −156,247−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −130,000−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −98,500−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −76,088−100.0% | Sold out |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −45,338−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −38,120−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −44,301−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −35,439−100.0% | Sold out |
| AMJ Financial Wealth Management | 0 | $0 | 0.00% | −31,650−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −28,872−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −27,391−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −22,824−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −19,072−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −17,005−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −16,162−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −811−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −636−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −311−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −335−100.0% | Sold out |
| Halpern Financial, Inc. | 0 | $0 | 0.00% | −242−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |