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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 463,709 | $899.0K | 0.00% | +436,444+1,600.7% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 464,698 | $902.0K | 0.77% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 507,009 | $983.6K | 0.01% | +507,009 | New |
| Storebrand Asset Management AS | 508,987 | $987.4K | 0.01% | +38,986+8.3% | Added |
| Toroso Investments, LLC | 541,211 | $1.05M | 0.04% | +541,211 | New |
| Russell Investments Group, Ltd. | 595,783 | $1.16M | 0.00% | +286,275+92.5% | Added |
| Caxton Associates LP | 606,818 | $1.18M | 0.09% | +512,720+544.9% | Added |
| Two Sigma Investments, LP | 621,500 | $1.21M | 0.00% | +621,500 | New |
| Gsa Capital Partners LLP | 642,077 | $1.25M | 0.15% | +433,721+208.2% | Added |
| Canada Pension Plan Investment Board | 710,795 | $1.38M | 0.00% | +534,500+303.2% | Added |
| TT International Asset Management LTD | 750,649 | $1.46M | 0.14% | +750,649 | New |
| JPMorgan Chase & Co | 889,805 | $1.73M | 0.00% | +91,643+11.5% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 900,000 | $1.75M | 0.07% | +250,000+38.5% | Added |
| KBC Group NV | 923,395 | $1.79M | 0.01% | +28,242+3.2% | Added |
| Charles Schwab Investment Management Inc | 946,663 | $1.84M | 0.00% | −2,686−0.3% | Reduced |
| Balyasny Asset Management LLC | 1,015,981 | $1.97M | 0.01% | +1,015,981 | New |
| Nuveen Asset Management, LLC | 1,022,538 | $1.98M | 0.00% | −34,100−3.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,044,206 | $2.03M | 0.01% | +212,564+25.6% | Added |
| Pictet Asset Management SA | 1,165,900 | $2.26M | 0.00% | +429,000+58.2% | Added |
| UBS Group AG | 1,225,559 | $2.38M | 0.00% | −105,361−7.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,236,604 | $2.40M | 0.00% | −586,531−32.2% | Reduced |
| Bank of America Corp | 1,265,185 | $2.45M | 0.00% | −336,937−21.0% | Reduced |
| Penserra Capital Management LLC | 1,419,559 | $2.75M | 0.06% | +55,116+4.0% | Added |
| AXA S.A. | 1,476,423 | $2.86M | 0.01% | +199,047+15.6% | Added |
| California Public Employees Retirement System | 1,488,907 | $2.89M | 0.00% | −27,557−1.8% | Reduced |
| Prelude Capital Management, LLC | 1,661,760 | $3.22M | 0.20% | +1,661,760 | New |
| Andra AP-fonden | 1,682,300 | $3.26M | 0.10% | +1,313,200+355.8% | Added |
| Jane Street Group, LLC | 1,708,786 | $3.32M | 0.01% | +494,246+40.7% | Added |
| HSBC Holdings PLC | 1,735,627 | $3.37M | 0.00% | +693,459+66.5% | Added |
| Bank of New York Mellon Corp | 1,806,211 | $3.50M | 0.00% | +526,411+41.1% | Added |
| Invesco Ltd. | 1,943,498 | $3.77M | 0.00% | −114,136−5.5% | Reduced |
| Deutsche Bank AG | 2,040,535 | $3.96M | 0.00% | +273,257+15.5% | Added |
| Cape Ann Asset Management Ltd | 2,199,426 | $4.27M | 4.71% | +4,000+0.2% | Added |
| Barclays PLC | 2,224,468 | $4.32M | 0.00% | +507,438+29.6% | Added |
| Great West Life Assurance Co | 2,309,612 | $4.53M | 0.01% | +978,800+73.5% | Added |
| UBS Asset Management Americas Inc | 2,403,674 | $4.66M | 0.00% | +184,915+8.3% | Added |
| Northern Trust Corp | 2,460,571 | $4.77M | 0.00% | −214,337−8.0% | Reduced |
| Citadel Advisors LLC | 2,786,424 | $5.41M | 0.01% | −1,063,859−27.6% | Reduced |
| Swedbank AB | 2,827,700 | $5.49M | 0.01% | −36,987−1.3% | Reduced |
| Geode Capital Management, LLC | 3,091,724 | $5.97M | 0.00% | −1,112,375−26.5% | Reduced |
| Morgan Stanley | 3,275,611 | $6.35M | 0.00% | +1,642,624+100.6% | Added |
| Credit Suisse AG | 3,469,420 | $6.73M | 0.01% | +1,427,504+69.9% | Added |
| Ariose Capital Management Ltd | 3,991,460 | $7.74M | 3.36% | +3,991,460 | New |
| Mirae Asset Global Investments Co., Ltd. | 4,347,437 | $8.43M | 0.02% | −703,947−13.9% | Reduced |
| Yunqi Capital Ltd | 4,731,649 | $9.18M | 6.20% | +4,731,649 | New |
| E Fund Management Co., Ltd. | 5,119,132 | $9.93M | 0.83% | −117,028−2.2% | Reduced |
| FIL Ltd | 6,418,252 | $12.5M | 0.01% | −6,527,141−50.4% | Reduced |
| Bridgewater Associates, LP | 6,706,260 | $13.0M | 0.07% | −2,587,187−27.8% | Reduced |
| Legal & General Group Plc | 7,338,502 | $14.2M | 0.01% | +474,116+6.9% | Added |
| Bamco Inc | 8,039,551 | $15.6M | 0.05% | +230,880+3.0% | Added |
| Schroder Investment Management Group | 8,045,621 | $15.6M | 0.02% | +3,728,767+86.4% | Added |
| Alpha Square Group S, LLC | 10,240,241 | $19.9M | 10.82% | +170,570+1.7% | Added |
| Capital World Investors | 10,474,970 | $20.3M | 0.00% | −15,569,054−59.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 11,191,051 | $21.7M | 0.06% | +11,191,051 | New |
| State Street Corp | 12,528,776 | $24.3M | 0.00% | +181,605+1.5% | Added |
| Arrowstreet Capital, Limited Partnership | 12,895,263 | $25.0M | 0.04% | +4,961,667+62.5% | Added |
| Capital Research Global Investors | 13,980,854 | $27.1M | 0.01% | −11,279,712−44.7% | Reduced |
| Renaissance Technologies LLC | 14,218,752 | $27.6M | 0.04% | +9,497,776+201.2% | Added |
| Marshall Wace, LLP | 14,930,009 | $29.0M | 0.07% | +2,336,516+18.6% | Added |
| Goldman Sachs Group Inc | 15,049,889 | $29.2M | 0.01% | +13,485,583+862.1% | Added |
| Norges Bank | 15,165,928 | $29.4M | 0.01% | +6,236,320+69.8% | Added |
| Baillie Gifford & Co | 25,442,454 | $49.4M | 0.05% | +178,613+0.7% | Added |
| Vanguard Group Inc | 26,920,917 | $52.2M | 0.00% | +209,703+0.8% | Added |
| Krane Funds Advisors LLC | 33,682,933 | $65.3M | 2.67% | +4,879,737+16.9% | Added |
| BlackRock Inc. | 34,829,947 | $67.6M | 0.00% | −2,663,011−7.1% | Reduced |
| Farallon Capital Management, L.L.C. | 38,436,399 | $74.6M | 0.48% | +17,900,000+87.2% | Added |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −729,841−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −556,366−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −386,455−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −327,136−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −265,270−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −245,957−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −197,928−100.0% | Sold out |
| National Pension Service | 0 | $0 | 0.00% | −174,829−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −166,503−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −165,765−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −101,230−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −74,900−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −73,185−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −66,933−100.0% | Sold out |
| Sompo Asset Management Co., Ltd. | 0 | $0 | 0.00% | −50,040−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −43,038−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −24,900−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −18,100−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −15,613−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −13,855−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,975−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| Redpoint Investment Management Pty Ltd | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |