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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.

Q1 2023 vs. Q4 2022

How the institutions holding Lufax Holding Ltd changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of LU: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders1661172+7
Shares417.1M48.5K434.2M+17.2M (+4.1%)
Value$809.3M$129.0K$886.7M+$77.6M (+9.6%)

1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (34)

Institutions that held Lufax Holding Ltd at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to LU in Q1 2023
InstitutionSharesValue% of portfolio
Polunin Capital Partners Ltd9,059,700$18.5M3.83%
Artisan Partners Limited Partnership2,834,620$5.78M0.01%
Perseverance Asset Management International1,450,000$2.96M0.98%
Lazard Asset Management LLC1,175,893$2.40M0.00%
Quadrature Capital Ltd723,886$1.48M0.04%
Segantii Capital Management Ltd600,000$1.22M0.05%
Massachusetts Financial Services Co504,750$1.03M0.00%
Acadian Asset Management LLC377,533$768.0K0.00%
HRT Financial LP319,214$651.0K0.01%
Profund Advisors LLC199,490$407.0K0.03%
Maven Securities LTD158,800$324.0K0.05%
Bayesian Capital Management, LP143,300$292.3K0.04%
Oasis Management Co Ltd.99,997$204.0K0.04%
O'Shaughnessy Asset Management, LLC58,467$119.3K0.00%
Engineers Gate Manager LP56,196$114.6K0.00%
Peapack Gladstone Financial Corp33,500$68.0K0.00%
Ground Swell Capital, LLC26,000$53.0K0.09%
Tobam24,839$51.0K0.00%
Allianz Asset Management GmbH23,562$48.1K0.00%
Pinnacle Wealth Planning Services, Inc.22,533$46.0K0.01%
Advisor Partners II, LLC22,147$45.2K0.00%
SEI Investments Co20,805$42.4K0.00%
Clear Street Markets LLC20,000$41.0K0.01%
Sequoia Financial Advisors, LLC14,879$30.4K0.00%
PDS Planning, Inc13,334$27.2K0.00%
Veriti Management LLC12,367$25.2K0.00%
Moneta Group Investment Advisors LLC12,107$24.7K0.00%
Cerity Partners LLC10,833$22.1K0.00%
Tudor Investment Corp Et Al10,667$22.0K0.00%
Quantbot Technologies LP6,627$13.5K0.00%
Glassman Wealth Services1,061$2.16K0.00%
EverSource Wealth Advisors, LLC230$4690.00%
Wells Fargo & Company100$2040.00%
Toronto Dominion Bank132$00.00%

Sold out (27)

Institutions that held Lufax Holding Ltd at the end of Q4 2022 and filed for Q1 2023 without it.

Not filed for Q1 2023 yet (1)

Institutions that held Lufax Holding Ltd at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LU in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Comerica Bank48,452$129.0K