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 |
|---|---|---|---|---|---|
| Cutler Group LP | 400 | $0 | 0.00% | −11,214−96.6% | Reduced |
| Tower Research Capital LLC (TRC) | 115 | $0 | 0.00% | −675−85.4% | Reduced |
| Quent Capital, LLC | 90 | $176 | 0.00% | +8+9.8% | Added |
| Quadrant Capital Group LLC | 147 | $285 | 0.00% | −75−33.8% | Reduced |
| Fiduciary Alliance LLC | 173 | $336 | 0.00% | +173 | New |
| Bell Investment Advisors, Inc | 1,277 | $2.48K | 0.00% | +867+211.5% | Added |
| Ronald Blue Trust, Inc. | 1,733 | $4.00K | 0.00% | −15,500−89.9% | Reduced |
| CWM, LLC | 2,319 | $4.00K | 0.00% | −945−29.0% | Reduced |
| Headlands Technologies LLC | 2,702 | $5.00K | 0.00% | +2,702 | New |
| Freedom Wealth Alliance, LLC | 3,000 | $5.82K | 0.01% | +3,000 | New |
| US Bancorp | 3,609 | $7.00K | 0.00% | +1,176+48.3% | Added |
| Global Retirement Partners, LLC | 3,939 | $7.64K | 0.00% | −5,072−56.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,000 | $7.76K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,611 | $8.95K | 0.00% | −1,100−19.3% | Reduced |
| American International Group, Inc. | 8,266 | $16.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 11,218 | $21.8K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 12,029 | $23.3K | 0.00% | +12,029 | New |
| LPL Financial LLC | 12,500 | $24.3K | 0.00% | +12,500 | New |
| Cigna Investments Inc | 12,823 | $25.0K | 0.01% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 13,061 | $25.3K | 0.00% | +13,061 | New |
| The PNC Financial Services Group, Inc. | 13,956 | $27.1K | 0.00% | +3,692+36.0% | Added |
| Price T Rowe Associates Inc | 14,200 | $28.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 15,656 | $30.4K | 0.00% | +15,656 | New |
| Mackenzie Financial Corp | 15,893 | $30.8K | 0.00% | +15,893 | New |
| Alliancebernstein L.P. | 16,179 | $31.4K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 16,527 | $32.1K | 0.00% | +745+4.7% | Added |
| Prudential Financial Inc | 17,169 | $33.3K | 0.00% | +17,169 | New |
| Millennium Management LLC | 18,804 | $36.0K | 0.00% | −175,108−90.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,837 | $36.5K | 0.00% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 19,000 | $36.9K | 0.00% | 00.0% | Unchanged |
| QCM Cayman, Ltd. | 22,775 | $44.2K | 0.68% | +22,775 | New |
| Platinum Investment Management Ltd | 23,209 | $45.0K | 0.00% | +14,928+180.3% | Added |
| 1832 Asset Management L.P. | 25,100 | $48.7K | 0.00% | +25,100 | New |
| DRW Securities, LLC | 25,439 | $49.0K | 0.01% | +25,439 | New |
| Vident Investment Advisory, LLC | 26,295 | $51.0K | 0.00% | +26,295 | New |
| IFM Investors Pty Ltd | 29,258 | $56.8K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 29,419 | $57.1K | 0.00% | −367,545−92.6% | Reduced |
| FMR LLC | 32,228 | $62.5K | 0.00% | +19,073+145.0% | Added |
| Daiwa Securities Group Inc. | 33,000 | $64.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 34,161 | $65.0K | 0.00% | −50,591−59.7% | Reduced |
| AIA Group Ltd | 36,839 | $71.5K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 37,100 | $72.0K | 0.00% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 37,424 | $72.6K | 0.05% | −15,894−29.8% | Reduced |
| Wolverine Trading, LLC | 37,953 | $74.0K | 0.00% | +19,903+110.3% | Added |
| CI Private Wealth, LLC | 39,225 | $78.0K | 0.00% | +39,225 | New |
| Schonfeld Strategic Advisors LLC | 40,300 | $78.2K | 0.00% | +40,300 | New |
| Cubist Systematic Strategies, LLC | 40,410 | $78.4K | 0.00% | −35,190−46.5% | Reduced |
| Alpine Global Management, LLC | 41,743 | $81.0K | 0.03% | +41,743 | New |
| Two Sigma Advisers, LP | 46,900 | $91.0K | 0.00% | +46,900 | New |
| Balentine LLC | 47,896 | $92.9K | 0.00% | +34,574+259.5% | Added |
| Yousif Capital Management, LLC | 48,452 | $94.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 52,250 | $101.4K | 0.00% | +4,250+8.9% | Added |
| JustInvest LLC | 55,737 | $108.1K | 0.00% | +12,385+28.6% | Added |
| Activest Wealth Management | 57,700 | $111.9K | 0.03% | +57,700 | New |
| APG Asset Management N.V. | 61,020 | $118.0K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 65,900 | $127.8K | 0.00% | +45,100+216.8% | Added |
| Comerica Bank | 48,452 | $129.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 67,720 | $131.0K | 0.00% | +12,904+23.5% | Added |
| Principal Financial Group Inc | 70,798 | $137.3K | 0.00% | +4,455+6.7% | Added |
| Mariner, LLC | 72,997 | $142.0K | 0.00% | +62,158+573.5% | Added |
| Nomura Asset Management Co Ltd | 74,000 | $143.6K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 76,946 | $149.3K | 0.00% | +12,587+19.6% | Added |
| Virtu Financial LLC | 86,940 | $169.0K | 0.02% | +86,940 | New |
| Gulf International Bank (UK) Ltd | 90,000 | $174.0K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 90,000 | $175.0K | 0.01% | +90,000 | New |
| State of New Jersey Common Pension Fund D | 92,081 | $178.6K | 0.00% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 92,139 | $178.8K | 0.11% | +92,139 | New |
| JBF Capital, Inc. | 105,000 | $203.7K | 0.05% | +25,000+31.3% | Added |
| XTX Topco Ltd | 108,325 | $210.2K | 0.04% | +64,934+149.6% | Added |
| Prudential PLC | 111,613 | $216.5K | 0.00% | +50,013+81.2% | Added |
| International Assets Investment Management, LLC | 126,000 | $244.4K | 0.03% | +126,000 | New |
| Macquarie Group Ltd | 126,793 | $246.0K | 0.00% | −72,615−36.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 132,339 | $256.7K | 0.00% | −119,200−47.4% | Reduced |
| Franklin Resources Inc | 140,965 | $273.5K | 0.00% | +25,134+21.7% | Added |
| Asset Management One Co.,Ltd. | 137,307 | $274.6K | 0.00% | +263+0.2% | Added |
| Squarepoint Ops LLC | 148,127 | $287.4K | 0.00% | +96,710+188.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 159,366 | $309.2K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 162,000 | $314.3K | 0.00% | 00.0% | Unchanged |
| Wellington Management Group LLP | 209,539 | $406.5K | 0.00% | +164,048+360.6% | Added |
| American Century Companies Inc | 233,585 | $453.2K | 0.00% | +123,949+113.1% | Added |
| Citigroup Inc | 236,453 | $458.7K | 0.00% | +132,079+126.5% | Added |
| Old Mission Capital LLC | 241,518 | $468.5K | 0.02% | +241,518 | New |
| Korea Investment CORP | 246,991 | $479.2K | 0.00% | −114,551−31.7% | Reduced |
| Public Sector Pension Investment Board | 247,100 | $479.4K | 0.00% | 00.0% | Unchanged |
| Renaissance Capital LLC | 251,328 | $487.6K | 0.38% | −9,388−3.6% | Reduced |
| Caas Capital Management LP | 253,000 | $490.8K | 0.09% | +253,000 | New |
| Teacher Retirement System of Texas | 260,409 | $505.0K | 0.00% | −79,764−23.4% | Reduced |
| Susquehanna International Group, LLP | 265,777 | $515.6K | 0.00% | +67,476+34.0% | Added |
| British Columbia Investment Management Corp | 278,600 | $540.5K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 280,053 | $543.0K | 0.01% | +124,376+79.9% | Added |
| First Trust Advisors LP | 287,836 | $558.4K | 0.00% | +139,070+93.5% | Added |
| Handelsbanken Fonder AB | 303,600 | $589.0K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 327,397 | $635.1K | 0.00% | +263,621+413.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 316,193 | $657.7K | 0.00% | +36,931+13.2% | Added |
| Susquehanna Fundamental Investments, LLC | 362,106 | $702.5K | 0.01% | −994,427−73.3% | Reduced |
| Yong Rong (HK) Asset Management Ltd | 400,000 | $776.0K | 0.49% | +400,000 | New |
| Aviva PLC | 407,300 | $790.2K | 0.00% | +46,900+13.0% | Added |
| Harvest Fund Management Co., Ltd | 405,558 | $791.0K | 0.20% | +205,530+102.8% | Added |
| Boothbay Fund Management, LLC | 415,500 | $806.1K | 0.03% | +415,500 | New |
| Standard Life Aberdeen plc | 459,487 | $891.4K | 0.00% | +77,302+20.2% | Added |