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, Q1 2023
Institutional positions in Lufax Holding Ltd as of Mar 31, 2023. 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
- 172
- +7 vs. Q4 2022
- Shares held
- 434.3M
- +17.2M (+4.1%) vs. Q4 2022
- Total value
- $886.8M
- +$77.7M (+9.6%) vs. Q4 2022
- New holders
- 34
- 71 more added
- Sold out
- 27
- 49 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | $213.0M |
| Q3 2025 | 89 | $353.9M |
| Q2 2025 | 98 | $277.8M |
| Q1 2025 | 103 | $286.0M |
| Q4 2024 | 103 | $205.3M |
| Q3 2024 | 116 | $300.7M |
| Q2 2024 | 113 | $216.8M |
| Q1 2024 | 129 | $459.3M |
| Q4 2023 | 121 | $274.2M |
| Q3 2023 | 146 | $406.5M |
| Q2 2023 | 155 | $570.2M |
| Q1 2023 | 172 | $886.8M |
| Q4 2022 | 166 | $809.3M |
| Q3 2022 | 155 | $920.0M |
| Q2 2022 | 163 | $2.21B |
| Q1 2022 | 140 | $1.94B |
| Q4 2021 | 132 | $1.66B |
| Q3 2021 | 128 | $1.85B |
| Q2 2021 | 144 | $2.62B |
| Q1 2021 | 119 | $2.48B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Lufax Holding Ltd; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farallon Capital Management, L.L.C. | 38,296,543 | $78.1M | 0.47% | −139,856−0.4% | Reduced |
| BlackRock Inc. | 34,756,937 | $70.9M | 0.00% | −73,010−0.2% | Reduced |
| Krane Funds Advisors LLC | 30,320,883 | $62.8M | 2.87% | −3,362,050−10.0% | Reduced |
| Vanguard Group Inc | 27,506,688 | $56.1M | 0.00% | +585,771+2.2% | Added |
| Baillie Gifford & Co | 25,147,244 | $51.3M | 0.05% | −295,210−1.2% | Reduced |
| TT International Asset Management LTD | 17,938,827 | $36.6M | 4.01% | +17,188,178+2,289.8% | Added |
| Norges Bank | 15,065,528 | $30.7M | 0.01% | −100,400−0.7% | Reduced |
| Bridgewater Associates, LP | 14,310,827 | $29.2M | 0.18% | +7,604,567+113.4% | Added |
| Goldman Sachs Group Inc | 13,852,479 | $28.3M | 0.01% | −1,197,410−8.0% | Reduced |
| State Street Corp | 12,794,413 | $26.1M | 0.00% | +265,637+2.1% | Added |
| Robeco Institutional Asset Management B.V. | 12,509,302 | $25.5M | 0.07% | +1,318,251+11.8% | Added |
| Arrowstreet Capital, Limited Partnership | 10,606,629 | $21.6M | 0.03% | −2,288,634−17.7% | Reduced |
| Alpha Square Group S, LLC | 10,240,241 | $20.9M | 17.20% | 00.0% | Unchanged |
| Polunin Capital Partners Ltd | 9,059,700 | $18.5M | 3.83% | +9,059,700 | New |
| Schroder Investment Management Group | 8,853,655 | $18.1M | 0.03% | +808,034+10.0% | Added |
| Bamco Inc | 8,635,259 | $17.6M | 0.05% | +595,708+7.4% | Added |
| Capital World Investors | 8,350,626 | $17.0M | 0.00% | −2,124,344−20.3% | Reduced |
| Marshall Wace, LLP | 8,349,682 | $17.0M | 0.04% | −6,580,327−44.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 7,706,428 | $15.7M | 0.04% | +3,358,991+77.3% | Added |
| Legal & General Group Plc | 7,542,862 | $15.4M | 0.01% | +204,360+2.8% | Added |
| Renaissance Technologies LLC | 7,448,300 | $15.2M | 0.02% | −6,770,452−47.6% | Reduced |
| Yunqi Capital Ltd | 6,472,280 | $13.2M | 8.35% | +1,740,631+36.8% | Added |
| FIL Ltd | 6,124,800 | $12.5M | 0.01% | −293,452−4.6% | Reduced |
| Citadel Advisors LLC | 5,486,179 | $11.2M | 0.01% | +2,699,755+96.9% | Added |
| E Fund Management Co., Ltd. | 5,341,418 | $10.9M | 0.80% | +222,286+4.3% | Added |
| Geode Capital Management, LLC | 4,597,739 | $9.34M | 0.00% | +1,506,015+48.7% | Added |
| Capital Research Global Investors | 3,556,790 | $7.26M | 0.00% | −10,424,064−74.6% | Reduced |
| Morgan Stanley | 3,301,573 | $6.74M | 0.00% | +25,962+0.8% | Added |
| Credit Suisse AG | 3,021,999 | $6.16M | 0.01% | −447,421−12.9% | Reduced |
| Northern Trust Corp | 2,960,264 | $6.04M | 0.00% | +499,693+20.3% | Added |
| Artisan Partners Limited Partnership | 2,834,620 | $5.78M | 0.01% | +2,834,620 | New |
| Charles Schwab Investment Management Inc | 2,650,738 | $5.41M | 0.00% | +1,704,075+180.0% | Added |
| UBS Asset Management Americas Inc | 2,353,582 | $4.80M | 0.00% | −50,092−2.1% | Reduced |
| Great West Life Assurance Co | 2,312,112 | $4.72M | 0.01% | +2,500+0.1% | Added |
| Canada Pension Plan Investment Board | 2,212,995 | $4.51M | 0.01% | +1,502,200+211.3% | Added |
| Cape Ann Asset Management Ltd | 2,201,326 | $4.49M | 4.19% | +1,900+0.1% | Added |
| Invesco Ltd. | 2,071,430 | $4.23M | 0.00% | +127,932+6.6% | Added |
| Andra AP-fonden | 1,909,900 | $3.90M | 0.10% | +227,600+13.5% | Added |
| Bank of America Corp | 1,892,793 | $3.86M | 0.00% | +627,608+49.6% | Added |
| UBS Group AG | 1,889,741 | $3.86M | 0.00% | +664,182+54.2% | Added |
| Bank of New York Mellon Corp | 1,768,928 | $3.61M | 0.00% | −37,283−2.1% | Reduced |
| Barclays PLC | 1,736,178 | $3.54M | 0.00% | −488,290−22.0% | Reduced |
| HSBC Holdings PLC | 1,730,887 | $3.53M | 0.00% | −4,740−0.3% | Reduced |
| Deutsche Bank AG | 1,689,377 | $3.45M | 0.00% | −351,158−17.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,494,738 | $3.05M | 0.01% | +450,532+43.1% | Added |
| AXA S.A. | 1,476,423 | $3.01M | 0.01% | 00.0% | Unchanged |
| Perseverance Asset Management International | 1,450,000 | $2.96M | 0.98% | +1,450,000 | New |
| Penserra Capital Management LLC | 1,404,803 | $2.87M | 0.06% | −14,756−1.0% | Reduced |
| JPMorgan Chase & Co | 1,327,236 | $2.71M | 0.00% | +437,431+49.2% | Added |
| California Public Employees Retirement System | 1,269,628 | $2.59M | 0.00% | −219,279−14.7% | Reduced |
| Lazard Asset Management LLC | 1,175,893 | $2.40M | 0.00% | +1,175,893 | New |
| Pictet Asset Management SA | 1,173,100 | $2.39M | 0.00% | +7,200+0.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,144,256 | $2.33M | 0.00% | −92,348−7.5% | Reduced |
| Jane Street Group, LLC | 1,079,539 | $2.20M | 0.00% | −629,247−36.8% | Reduced |
| Nuveen Asset Management, LLC | 999,838 | $2.04M | 0.00% | −22,700−2.2% | Reduced |
| Yong Rong (HK) Asset Management Ltd | 1,000,000 | $2.04M | 1.14% | +600,000+150.0% | Added |
| Standard Life Aberdeen plc | 998,660 | $2.04M | 0.01% | +539,173+117.3% | Added |
| Macquarie Group Ltd | 990,389 | $2.02M | 0.00% | +863,596+681.1% | Added |
| KBC Group NV | 981,650 | $2.00M | 0.01% | +58,255+6.3% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 950,000 | $1.94M | 0.10% | +50,000+5.6% | Added |
| Balyasny Asset Management LLC | 858,259 | $1.75M | 0.01% | −157,722−15.5% | Reduced |
| Two Sigma Investments, LP | 802,400 | $1.64M | 0.00% | +180,900+29.1% | Added |
| Quadrature Capital Ltd | 723,886 | $1.48M | 0.04% | +723,886 | New |
| Russell Investments Group, Ltd. | 684,609 | $1.40M | 0.00% | +88,826+14.9% | Added |
| Wellington Management Group LLP | 676,404 | $1.38M | 0.00% | +466,865+222.8% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 641,520 | $1.31M | 0.73% | +176,822+38.1% | Added |
| Segantii Capital Management Ltd | 600,000 | $1.22M | 0.05% | +600,000 | New |
| Gsa Capital Partners LLP | 529,902 | $1.08M | 0.11% | −112,175−17.5% | Reduced |
| Massachusetts Financial Services Co | 504,750 | $1.03M | 0.00% | +504,750 | New |
| Harvest Fund Management Co., Ltd | 440,691 | $899.0K | 0.20% | +35,133+8.7% | Added |
| Caxton Associates LP | 435,933 | $889.3K | 0.14% | −170,885−28.2% | Reduced |
| Aviva PLC | 407,300 | $830.9K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 406,383 | $829.0K | 0.01% | +126,330+45.1% | Added |
| Acadian Asset Management LLC | 377,533 | $768.0K | 0.00% | +377,533 | New |
| Susquehanna International Group, LLP | 368,912 | $752.6K | 0.00% | +103,135+38.8% | Added |
| American Century Companies Inc | 349,118 | $740.1K | 0.00% | +115,533+49.5% | Added |
| Susquehanna Fundamental Investments, LLC | 362,106 | $738.7K | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 334,500 | $682.0K | 0.00% | +30,900+10.2% | Added |
| Old Mission Capital LLC | 321,594 | $656.1K | 0.02% | +80,076+33.2% | Added |
| HRT Financial LP | 319,214 | $651.0K | 0.01% | +319,214 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 316,193 | $645.0K | 0.00% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 278,600 | $568.3K | 0.01% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 239,300 | $488.2K | 0.00% | −7,800−3.2% | Reduced |
| Renaissance Capital LLC | 227,718 | $464.5K | 0.34% | −23,610−9.4% | Reduced |
| Citigroup Inc | 204,048 | $416.3K | 0.00% | −32,405−13.7% | Reduced |
| Profund Advisors LLC | 199,490 | $407.0K | 0.03% | +199,490 | New |
| Squarepoint Ops LLC | 170,617 | $348.1K | 0.00% | +22,490+15.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 159,366 | $325.1K | 0.00% | 00.0% | Unchanged |
| Maven Securities LTD | 158,800 | $324.0K | 0.05% | +158,800 | New |
| Franklin Resources Inc | 147,261 | $300.4K | 0.00% | +6,296+4.5% | Added |
| Garden State Investment Advisory Services LLC | 146,312 | $298.5K | 0.15% | +54,173+58.8% | Added |
| Asset Management One Co.,Ltd. | 145,242 | $296.3K | 0.00% | +7,935+5.8% | Added |
| Bayesian Capital Management, LP | 143,300 | $292.3K | 0.04% | +143,300 | New |
| Cubist Systematic Strategies, LLC | 143,031 | $291.8K | 0.00% | +102,621+253.9% | Added |
| Alberta Investment Management Corp | 126,500 | $258.1K | 0.00% | +107,500+565.8% | Added |
| Manufacturers Life Insurance Company, The | 123,800 | $252.6K | 0.00% | −38,200−23.6% | Reduced |
| Daiwa Securities Group Inc. | 121,500 | $248.0K | 0.00% | +88,500+268.2% | Added |
| Prudential PLC | 111,613 | $227.7K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 109,444 | $224.0K | 0.00% | +36,447+49.9% | Added |
| Storebrand Asset Management AS | 104,938 | $214.1K | 0.00% | −404,049−79.4% | Reduced |