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, Q4 2022
Institutional positions in Lufax Holding Ltd as of Dec 31, 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
- 166
- +14 vs. Q3 2022
- Shares held
- 417.1M
- +56.2M (+15.6%) vs. Q3 2022
- Total value
- $809.3M
- −$107.3M (−11.7%) vs. Q3 2022
- New holders
- 35
- 71 more added
- Sold out
- 21
- 36 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Lufax Holding Ltd; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farallon Capital Management, L.L.C. | 38,436,399 | $74.6M | 0.48% | +17,900,000+87.2% | Added |
| BlackRock Inc. | 34,829,947 | $67.6M | 0.00% | −2,663,011−7.1% | Reduced |
| Krane Funds Advisors LLC | 33,682,933 | $65.3M | 2.67% | +4,879,737+16.9% | Added |
| Vanguard Group Inc | 26,920,917 | $52.2M | 0.00% | +209,703+0.8% | Added |
| Baillie Gifford & Co | 25,442,454 | $49.4M | 0.05% | +178,613+0.7% | Added |
| Norges Bank | 15,165,928 | $29.4M | 0.01% | +6,236,320+69.8% | Added |
| Goldman Sachs Group Inc | 15,049,889 | $29.2M | 0.01% | +13,485,583+862.1% | Added |
| Marshall Wace, LLP | 14,930,009 | $29.0M | 0.07% | +2,336,516+18.6% | Added |
| Renaissance Technologies LLC | 14,218,752 | $27.6M | 0.04% | +9,497,776+201.2% | Added |
| Capital Research Global Investors | 13,980,854 | $27.1M | 0.01% | −11,279,712−44.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 12,895,263 | $25.0M | 0.04% | +4,961,667+62.5% | Added |
| State Street Corp | 12,528,776 | $24.3M | 0.00% | +181,605+1.5% | Added |
| Robeco Institutional Asset Management B.V. | 11,191,051 | $21.7M | 0.06% | +11,191,051 | New |
| Capital World Investors | 10,474,970 | $20.3M | 0.00% | −15,569,054−59.8% | Reduced |
| Alpha Square Group S, LLC | 10,240,241 | $19.9M | 10.82% | +170,570+1.7% | Added |
| Schroder Investment Management Group | 8,045,621 | $15.6M | 0.02% | +3,728,767+86.4% | Added |
| Bamco Inc | 8,039,551 | $15.6M | 0.05% | +230,880+3.0% | Added |
| Legal & General Group Plc | 7,338,502 | $14.2M | 0.01% | +474,116+6.9% | Added |
| Bridgewater Associates, LP | 6,706,260 | $13.0M | 0.07% | −2,587,187−27.8% | Reduced |
| FIL Ltd | 6,418,252 | $12.5M | 0.01% | −6,527,141−50.4% | Reduced |
| E Fund Management Co., Ltd. | 5,119,132 | $9.93M | 0.83% | −117,028−2.2% | Reduced |
| Yunqi Capital Ltd | 4,731,649 | $9.18M | 6.20% | +4,731,649 | New |
| Mirae Asset Global Investments Co., Ltd. | 4,347,437 | $8.43M | 0.02% | −703,947−13.9% | Reduced |
| Ariose Capital Management Ltd | 3,991,460 | $7.74M | 3.36% | +3,991,460 | New |
| Credit Suisse AG | 3,469,420 | $6.73M | 0.01% | +1,427,504+69.9% | Added |
| Morgan Stanley | 3,275,611 | $6.35M | 0.00% | +1,642,624+100.6% | Added |
| Geode Capital Management, LLC | 3,091,724 | $5.97M | 0.00% | −1,112,375−26.5% | Reduced |
| Swedbank AB | 2,827,700 | $5.49M | 0.01% | −36,987−1.3% | Reduced |
| Citadel Advisors LLC | 2,786,424 | $5.41M | 0.01% | −1,063,859−27.6% | Reduced |
| Northern Trust Corp | 2,460,571 | $4.77M | 0.00% | −214,337−8.0% | Reduced |
| UBS Asset Management Americas Inc | 2,403,674 | $4.66M | 0.00% | +184,915+8.3% | Added |
| Great West Life Assurance Co | 2,309,612 | $4.53M | 0.01% | +978,800+73.5% | Added |
| Barclays PLC | 2,224,468 | $4.32M | 0.00% | +507,438+29.6% | Added |
| Cape Ann Asset Management Ltd | 2,199,426 | $4.27M | 4.71% | +4,000+0.2% | Added |
| Deutsche Bank AG | 2,040,535 | $3.96M | 0.00% | +273,257+15.5% | Added |
| Invesco Ltd. | 1,943,498 | $3.77M | 0.00% | −114,136−5.5% | Reduced |
| Bank of New York Mellon Corp | 1,806,211 | $3.50M | 0.00% | +526,411+41.1% | Added |
| HSBC Holdings PLC | 1,735,627 | $3.37M | 0.00% | +693,459+66.5% | Added |
| Jane Street Group, LLC | 1,708,786 | $3.32M | 0.01% | +494,246+40.7% | Added |
| Andra AP-fonden | 1,682,300 | $3.26M | 0.10% | +1,313,200+355.8% | Added |
| Prelude Capital Management, LLC | 1,661,760 | $3.22M | 0.20% | +1,661,760 | New |
| California Public Employees Retirement System | 1,488,907 | $2.89M | 0.00% | −27,557−1.8% | Reduced |
| AXA S.A. | 1,476,423 | $2.86M | 0.01% | +199,047+15.6% | Added |
| Penserra Capital Management LLC | 1,419,559 | $2.75M | 0.06% | +55,116+4.0% | Added |
| Bank of America Corp | 1,265,185 | $2.45M | 0.00% | −336,937−21.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,236,604 | $2.40M | 0.00% | −586,531−32.2% | Reduced |
| UBS Group AG | 1,225,559 | $2.38M | 0.00% | −105,361−7.9% | Reduced |
| Pictet Asset Management SA | 1,165,900 | $2.26M | 0.00% | +429,000+58.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,044,206 | $2.03M | 0.01% | +212,564+25.6% | Added |
| Nuveen Asset Management, LLC | 1,022,538 | $1.98M | 0.00% | −34,100−3.2% | Reduced |
| Balyasny Asset Management LLC | 1,015,981 | $1.97M | 0.01% | +1,015,981 | New |
| Charles Schwab Investment Management Inc | 946,663 | $1.84M | 0.00% | −2,686−0.3% | Reduced |
| KBC Group NV | 923,395 | $1.79M | 0.01% | +28,242+3.2% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 900,000 | $1.75M | 0.07% | +250,000+38.5% | Added |
| JPMorgan Chase & Co | 889,805 | $1.73M | 0.00% | +91,643+11.5% | Added |
| TT International Asset Management LTD | 750,649 | $1.46M | 0.14% | +750,649 | New |
| Canada Pension Plan Investment Board | 710,795 | $1.38M | 0.00% | +534,500+303.2% | Added |
| Gsa Capital Partners LLP | 642,077 | $1.25M | 0.15% | +433,721+208.2% | Added |
| Two Sigma Investments, LP | 621,500 | $1.21M | 0.00% | +621,500 | New |
| Caxton Associates LP | 606,818 | $1.18M | 0.09% | +512,720+544.9% | Added |
| Russell Investments Group, Ltd. | 595,783 | $1.16M | 0.00% | +286,275+92.5% | Added |
| Toroso Investments, LLC | 541,211 | $1.05M | 0.04% | +541,211 | New |
| Storebrand Asset Management AS | 508,987 | $987.4K | 0.01% | +38,986+8.3% | Added |
| Qube Research & Technologies Ltd | 507,009 | $983.6K | 0.01% | +507,009 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 464,698 | $902.0K | 0.77% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 463,709 | $899.0K | 0.00% | +436,444+1,600.7% | Added |
| Standard Life Aberdeen plc | 459,487 | $891.4K | 0.00% | +77,302+20.2% | Added |
| Boothbay Fund Management, LLC | 415,500 | $806.1K | 0.03% | +415,500 | New |
| Harvest Fund Management Co., Ltd | 405,558 | $791.0K | 0.20% | +205,530+102.8% | Added |
| Aviva PLC | 407,300 | $790.2K | 0.00% | +46,900+13.0% | Added |
| Yong Rong (HK) Asset Management Ltd | 400,000 | $776.0K | 0.49% | +400,000 | New |
| Susquehanna Fundamental Investments, LLC | 362,106 | $702.5K | 0.01% | −994,427−73.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 316,193 | $657.7K | 0.00% | +36,931+13.2% | Added |
| D. E. Shaw & Co., Inc. | 327,397 | $635.1K | 0.00% | +263,621+413.4% | Added |
| Handelsbanken Fonder AB | 303,600 | $589.0K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 287,836 | $558.4K | 0.00% | +139,070+93.5% | Added |
| SG Americas Securities, LLC | 280,053 | $543.0K | 0.01% | +124,376+79.9% | Added |
| British Columbia Investment Management Corp | 278,600 | $540.5K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 265,777 | $515.6K | 0.00% | +67,476+34.0% | Added |
| Teacher Retirement System of Texas | 260,409 | $505.0K | 0.00% | −79,764−23.4% | Reduced |
| Caas Capital Management LP | 253,000 | $490.8K | 0.09% | +253,000 | New |
| Renaissance Capital LLC | 251,328 | $487.6K | 0.38% | −9,388−3.6% | Reduced |
| Public Sector Pension Investment Board | 247,100 | $479.4K | 0.00% | 00.0% | Unchanged |
| Korea Investment CORP | 246,991 | $479.2K | 0.00% | −114,551−31.7% | Reduced |
| Old Mission Capital LLC | 241,518 | $468.5K | 0.02% | +241,518 | New |
| Citigroup Inc | 236,453 | $458.7K | 0.00% | +132,079+126.5% | Added |
| American Century Companies Inc | 233,585 | $453.2K | 0.00% | +123,949+113.1% | Added |
| Wellington Management Group LLP | 209,539 | $406.5K | 0.00% | +164,048+360.6% | Added |
| Manufacturers Life Insurance Company, The | 162,000 | $314.3K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 159,366 | $309.2K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 148,127 | $287.4K | 0.00% | +96,710+188.1% | Added |
| Asset Management One Co.,Ltd. | 137,307 | $274.6K | 0.00% | +263+0.2% | Added |
| Franklin Resources Inc | 140,965 | $273.5K | 0.00% | +25,134+21.7% | Added |
| Caisse de Depot Et Placement du Quebec | 132,339 | $256.7K | 0.00% | −119,200−47.4% | Reduced |
| Macquarie Group Ltd | 126,793 | $246.0K | 0.00% | −72,615−36.4% | Reduced |
| International Assets Investment Management, LLC | 126,000 | $244.4K | 0.03% | +126,000 | New |
| Prudential PLC | 111,613 | $216.5K | 0.00% | +50,013+81.2% | Added |
| XTX Topco Ltd | 108,325 | $210.2K | 0.04% | +64,934+149.6% | Added |
| JBF Capital, Inc. | 105,000 | $203.7K | 0.05% | +25,000+31.3% | Added |
| Garden State Investment Advisory Services LLC | 92,139 | $178.8K | 0.11% | +92,139 | New |