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 |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 92,081 | $178.6K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 90,000 | $175.0K | 0.01% | +90,000 | New |
| Gulf International Bank (UK) Ltd | 90,000 | $174.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 86,940 | $169.0K | 0.02% | +86,940 | New |
| Voya Investment Management LLC | 76,946 | $149.3K | 0.00% | +12,587+19.6% | Added |
| Nomura Asset Management Co Ltd | 74,000 | $143.6K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 72,997 | $142.0K | 0.00% | +62,158+573.5% | Added |
| Principal Financial Group Inc | 70,798 | $137.3K | 0.00% | +4,455+6.7% | Added |
| Royal Bank of Canada | 67,720 | $131.0K | 0.00% | +12,904+23.5% | Added |
| Comerica Bank | 48,452 | $129.0K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 65,900 | $127.8K | 0.00% | +45,100+216.8% | Added |
| APG Asset Management N.V. | 61,020 | $118.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 57,700 | $111.9K | 0.03% | +57,700 | New |
| JustInvest LLC | 55,737 | $108.1K | 0.00% | +12,385+28.6% | Added |
| Ensign Peak Advisors, Inc | 52,250 | $101.4K | 0.00% | +4,250+8.9% | Added |
| Yousif Capital Management, LLC | 48,452 | $94.0K | 0.00% | 00.0% | Unchanged |
| Balentine LLC | 47,896 | $92.9K | 0.00% | +34,574+259.5% | Added |
| Two Sigma Advisers, LP | 46,900 | $91.0K | 0.00% | +46,900 | New |
| Alpine Global Management, LLC | 41,743 | $81.0K | 0.03% | +41,743 | New |
| Cubist Systematic Strategies, LLC | 40,410 | $78.4K | 0.00% | −35,190−46.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 40,300 | $78.2K | 0.00% | +40,300 | New |
| CI Private Wealth, LLC | 39,225 | $78.0K | 0.00% | +39,225 | New |
| Wolverine Trading, LLC | 37,953 | $74.0K | 0.00% | +19,903+110.3% | Added |
| DGS Capital Management, LLC | 37,424 | $72.6K | 0.05% | −15,894−29.8% | Reduced |
| Nomura Holdings Inc | 37,100 | $72.0K | 0.00% | 00.0% | Unchanged |
| AIA Group Ltd | 36,839 | $71.5K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 34,161 | $65.0K | 0.00% | −50,591−59.7% | Reduced |
| Daiwa Securities Group Inc. | 33,000 | $64.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 32,228 | $62.5K | 0.00% | +19,073+145.0% | Added |
| Group One Trading, L.P. | 29,419 | $57.1K | 0.00% | −367,545−92.6% | Reduced |
| IFM Investors Pty Ltd | 29,258 | $56.8K | 0.00% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 26,295 | $51.0K | 0.00% | +26,295 | New |
| DRW Securities, LLC | 25,439 | $49.0K | 0.01% | +25,439 | New |
| 1832 Asset Management L.P. | 25,100 | $48.7K | 0.00% | +25,100 | New |
| Platinum Investment Management Ltd | 23,209 | $45.0K | 0.00% | +14,928+180.3% | Added |
| QCM Cayman, Ltd. | 22,775 | $44.2K | 0.68% | +22,775 | New |
| Alberta Investment Management Corp | 19,000 | $36.9K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,837 | $36.5K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 18,804 | $36.0K | 0.00% | −175,108−90.3% | Reduced |
| Prudential Financial Inc | 17,169 | $33.3K | 0.00% | +17,169 | New |
| CIBC Asset Management Inc | 16,527 | $32.1K | 0.00% | +745+4.7% | Added |
| Alliancebernstein L.P. | 16,179 | $31.4K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 15,893 | $30.8K | 0.00% | +15,893 | New |
| Two Sigma Securities, LLC | 15,656 | $30.4K | 0.00% | +15,656 | New |
| Price T Rowe Associates Inc | 14,200 | $28.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13,956 | $27.1K | 0.00% | +3,692+36.0% | Added |
| Rafferty Asset Management, LLC | 13,061 | $25.3K | 0.00% | +13,061 | New |
| Cigna Investments Inc | 12,823 | $25.0K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 12,500 | $24.3K | 0.00% | +12,500 | New |
| Guggenheim Capital LLC | 12,029 | $23.3K | 0.00% | +12,029 | New |
| Pinebridge Investments, L.P. | 11,218 | $21.8K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 8,266 | $16.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,611 | $8.95K | 0.00% | −1,100−19.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,000 | $7.76K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,939 | $7.64K | 0.00% | −5,072−56.3% | Reduced |
| US Bancorp | 3,609 | $7.00K | 0.00% | +1,176+48.3% | Added |
| Freedom Wealth Alliance, LLC | 3,000 | $5.82K | 0.01% | +3,000 | New |
| Headlands Technologies LLC | 2,702 | $5.00K | 0.00% | +2,702 | New |
| 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 |
| Bell Investment Advisors, Inc | 1,277 | $2.48K | 0.00% | +867+211.5% | Added |
| Fiduciary Alliance LLC | 173 | $336 | 0.00% | +173 | New |
| Quadrant Capital Group LLC | 147 | $285 | 0.00% | −75−33.8% | Reduced |
| Quent Capital, LLC | 90 | $176 | 0.00% | +8+9.8% | Added |
| 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 |
| 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 |