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 |
|---|---|---|---|---|---|
| Principal Financial Group Inc | 66,343 | $169.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 64,359 | $163.5K | 0.00% | −21,571−25.1% | Reduced |
| D. E. Shaw & Co., Inc. | 63,776 | $162.0K | 0.00% | −869,874−93.2% | Reduced |
| APG Asset Management N.V. | 61,020 | $158.0K | 0.00% | −140,800−69.8% | Reduced |
| Prudential PLC | 61,600 | $156.0K | 0.00% | +8,867+16.8% | Added |
| Royal Bank of Canada | 54,816 | $139.0K | 0.00% | +16,379+42.6% | Added |
| DGS Capital Management, LLC | 53,318 | $135.4K | 0.09% | +34,637+185.4% | Added |
| Squarepoint Ops LLC | 51,417 | $131.0K | 0.00% | +51,417 | New |
| Sompo Asset Management Co., Ltd. | 50,040 | $127.0K | 0.03% | −4,080−7.5% | Reduced |
| Yousif Capital Management, LLC | 48,452 | $123.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 48,000 | $122.0K | 0.00% | +16,700+53.4% | Added |
| Wellington Management Group LLP | 45,491 | $116.0K | 0.00% | −601,163−93.0% | Reduced |
| 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 |
| AQR Capital Management LLC | 43,038 | $109.0K | 0.00% | +43,038 | New |
| Ronald Blue Trust, Inc. | 17,233 | $104.0K | 0.00% | +3,546+25.9% | 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 |
| Eaton Vance Management | 33,363 | $85.0K | 0.00% | +15,337+85.1% | Added |
| Daiwa Securities Group Inc. | 33,000 | $84.0K | 0.00% | +3,700+12.6% | Added |
| Comerica Bank | 48,452 | $79.0K | 0.00% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 29,258 | $74.0K | 0.00% | −15,451−34.6% | Reduced |
| Ameriprise Financial Inc | 27,265 | $70.0K | 0.00% | +1,769+6.9% | Added |
| Redpoint Investment Management Pty Ltd | 26,520 | $67.0K | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 24,900 | $63.0K | 0.00% | +24,900 | New |
| Virginia Retirement Systems Et Al | 20,800 | $52.8K | 0.00% | +20,800 | 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 |
| Man Group plc | 18,100 | $46.0K | 0.00% | +18,100 | New |
| Wolverine Trading, LLC | 18,050 | $45.0K | 0.00% | +18,050 | New |
| Alliancebernstein L.P. | 16,179 | $41.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Price T Rowe Associates Inc | 14,200 | $37.0K | 0.00% | −2,400−14.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 13,855 | $35.0K | 0.00% | +13,855 | New |
| Balentine LLC | 13,322 | $34.0K | 0.00% | +13,322 | New |
| 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 |
| Cutler Group LP | 11,614 | $29.0K | 0.00% | +10,851+1,422.1% | 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 |
| The PNC Financial Services Group, Inc. | 10,264 | $26.0K | 0.00% | +6,384+164.5% | 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 |
| New York State Common Retirement Fund | 5,711 | $15.0K | 0.00% | +4,600+414.0% | Added |
| Global Retirement Partners, LLC | 9,011 | $14.0K | 0.00% | +7,657+565.5% | Added |
| Newbridge Financial Services Group, Inc. | 4,000 | $10.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 3,264 | $8.00K | 0.00% | +699+27.3% | Added |
| US Bancorp | 2,433 | $6.00K | 0.00% | +2,433 | New |
| Rockefeller Capital Management L.P. | 1,975 | $5.00K | 0.00% | −1,432−42.0% | Reduced |
| American Portfolios Advisors | 1,500 | $3.81K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 790 | $2.00K | 0.00% | −22,209−96.6% | 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 |
| Quent Capital, LLC | 82 | $0 | 0.00% | −1−1.2% | 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 |