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
- 434.2M
- +17.2M (+4.1%) vs. Q4 2022
- Total value
- $886.7M
- +$77.6M (+9.6%) vs. Q4 2022
- New holders
- 34
- 70 more added
- Sold out
- 27
- 50 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 | $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, 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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 132 | $0 | 0.00% | +132 | New |
| Quent Capital, LLC | 90 | $185 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 100 | $204 | 0.00% | +100 | New |
| EverSource Wealth Advisors, LLC | 230 | $469 | 0.00% | +230 | New |
| Quadrant Capital Group LLC | 551 | $1.13K | 0.00% | +404+274.8% | Added |
| Glassman Wealth Services | 1,061 | $2.16K | 0.00% | +1,061 | New |
| Caisse de Depot Et Placement du Quebec | 1,413 | $2.88K | 0.00% | −130,926−98.9% | Reduced |
| Bell Investment Advisors, Inc | 1,499 | $3.06K | 0.00% | +222+17.4% | Added |
| Global Retirement Partners, LLC | 2,144 | $3.37K | 0.00% | −1,795−45.6% | Reduced |
| New York State Common Retirement Fund | 3,511 | $7.16K | 0.00% | −1,100−23.9% | Reduced |
| US Bancorp | 3,837 | $7.83K | 0.00% | +228+6.3% | Added |
| Newbridge Financial Services Group, Inc. | 4,000 | $8.16K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 5,711 | $11.7K | 0.00% | −5,507−49.1% | Reduced |
| CWM, LLC | 6,429 | $13.0K | 0.00% | +4,110+177.2% | Added |
| Quantbot Technologies LP | 6,627 | $13.5K | 0.00% | +6,627 | New |
| American International Group, Inc. | 8,266 | $16.9K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 10,667 | $22.0K | 0.00% | +10,667 | New |
| Cerity Partners LLC | 10,833 | $22.1K | 0.00% | +10,833 | New |
| Moneta Group Investment Advisors LLC | 12,107 | $24.7K | 0.00% | +12,107 | New |
| Veriti Management LLC | 12,367 | $25.2K | 0.00% | +12,367 | New |
| Cigna Investments Inc | 12,823 | $26.0K | 0.01% | 00.0% | Unchanged |
| PDS Planning, Inc | 13,334 | $27.2K | 0.00% | +13,334 | New |
| Price T Rowe Associates Inc | 14,200 | $29.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 14,723 | $30.0K | 0.00% | +2,694+22.4% | Added |
| Sequoia Financial Advisors, LLC | 14,879 | $30.4K | 0.00% | +14,879 | New |
| Headlands Technologies LLC | 16,092 | $32.8K | 0.02% | +13,390+495.6% | Added |
| Alliancebernstein L.P. | 16,179 | $33.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 16,426 | $33.5K | 0.00% | −101−0.6% | Reduced |
| DRW Securities, LLC | 17,934 | $37.0K | 0.01% | −7,505−29.5% | Reduced |
| Platinum Investment Management Ltd | 18,148 | $37.0K | 0.00% | −5,061−21.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,837 | $38.4K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 20,000 | $41.0K | 0.01% | +20,000 | New |
| SEI Investments Co | 20,805 | $42.4K | 0.00% | +20,805 | New |
| Vident Investment Advisory, LLC | 21,834 | $44.5K | 0.00% | −4,461−17.0% | Reduced |
| Advisor Partners II, LLC | 22,147 | $45.2K | 0.00% | +22,147 | New |
| Pinnacle Wealth Planning Services, Inc. | 22,533 | $46.0K | 0.01% | +22,533 | New |
| Allianz Asset Management GmbH | 23,562 | $48.1K | 0.00% | +23,562 | New |
| Balentine LLC | 23,997 | $49.0K | 0.00% | −23,899−49.9% | Reduced |
| Tobam | 24,839 | $51.0K | 0.00% | +24,839 | New |
| Ground Swell Capital, LLC | 26,000 | $53.0K | 0.09% | +26,000 | New |
| QCM Cayman, Ltd. | 26,096 | $53.2K | 0.33% | +3,321+14.6% | Added |
| FMR LLC | 27,786 | $56.7K | 0.00% | −4,442−13.8% | Reduced |
| Ronald Blue Trust, Inc. | 29,644 | $58.0K | 0.00% | +27,911+1,610.6% | Added |
| DGS Capital Management, LLC | 29,920 | $61.0K | 0.03% | −7,504−20.1% | Reduced |
| Tower Research Capital LLC (TRC) | 31,151 | $63.0K | 0.00% | +31,036+26,987.8% | Added |
| IFM Investors Pty Ltd | 31,310 | $63.9K | 0.00% | +2,052+7.0% | Added |
| Peapack Gladstone Financial Corp | 33,500 | $68.0K | 0.00% | +33,500 | New |
| Prudential Financial Inc | 33,566 | $68.5K | 0.00% | +16,397+95.5% | Added |
| The PNC Financial Services Group, Inc. | 34,201 | $69.8K | 0.00% | +20,245+145.1% | Added |
| DekaBank Deutsche Girozentrale | 34,099 | $70.0K | 0.00% | −62−0.2% | Reduced |
| Ameriprise Financial Inc | 40,924 | $83.5K | 0.00% | −422,785−91.2% | Reduced |
| Royal Bank of Canada | 41,332 | $84.0K | 0.00% | −26,388−39.0% | Reduced |
| Yousif Capital Management, LLC | 48,452 | $98.8K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 56,196 | $114.6K | 0.00% | +56,196 | New |
| Wolverine Trading, LLC | 55,890 | $118.0K | 0.00% | +17,937+47.3% | Added |
| O'Shaughnessy Asset Management, LLC | 58,467 | $119.3K | 0.00% | +58,467 | New |
| Millennium Management LLC | 59,552 | $121.0K | 0.00% | +40,748+216.7% | Added |
| Virginia Retirement Systems Et Al | 59,500 | $121.4K | 0.00% | −6,400−9.7% | Reduced |
| Voya Investment Management LLC | 69,705 | $142.2K | 0.00% | −7,241−9.4% | Reduced |
| JustInvest LLC | 70,432 | $143.7K | 0.00% | +14,695+26.4% | Added |
| Nomura Holdings Inc | 75,100 | $153.2K | 0.00% | +38,000+102.4% | Added |
| APG Asset Management N.V. | 82,620 | $155.1K | 0.00% | +21,600+35.4% | Added |
| Principal Financial Group Inc | 76,244 | $155.5K | 0.00% | +5,446+7.7% | Added |
| Ensign Peak Advisors, Inc | 76,300 | $155.7K | 0.00% | +24,050+46.0% | Added |
| Gulf International Bank (UK) Ltd | 84,026 | $171.0K | 0.00% | −5,974−6.6% | Reduced |
| Nomura Asset Management Co Ltd | 88,700 | $180.9K | 0.00% | +14,700+19.9% | Added |
| CI Private Wealth, LLC | 89,182 | $181.9K | 0.00% | +49,957+127.4% | Added |
| RBF Capital, LLC | 90,000 | $183.6K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 90,793 | $185.2K | 0.04% | −17,532−16.2% | Reduced |
| State of New Jersey Common Pension Fund D | 92,081 | $187.8K | 0.00% | 00.0% | Unchanged |
| Oasis Management Co Ltd. | 99,997 | $204.0K | 0.04% | +99,997 | New |
| JBF Capital, Inc. | 100,000 | $204.0K | 0.05% | −5,000−4.8% | Reduced |
| Storebrand Asset Management AS | 104,938 | $214.1K | 0.00% | −404,049−79.4% | Reduced |
| Mariner, LLC | 109,444 | $224.0K | 0.00% | +36,447+49.9% | Added |
| Prudential PLC | 111,613 | $227.7K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 121,500 | $248.0K | 0.00% | +88,500+268.2% | Added |
| Manufacturers Life Insurance Company, The | 123,800 | $252.6K | 0.00% | −38,200−23.6% | Reduced |
| Alberta Investment Management Corp | 126,500 | $258.1K | 0.00% | +107,500+565.8% | Added |
| Cubist Systematic Strategies, LLC | 143,031 | $291.8K | 0.00% | +102,621+253.9% | Added |
| Bayesian Capital Management, LP | 143,300 | $292.3K | 0.04% | +143,300 | New |
| Asset Management One Co.,Ltd. | 145,242 | $296.3K | 0.00% | +7,935+5.8% | Added |
| Garden State Investment Advisory Services LLC | 146,312 | $298.5K | 0.15% | +54,173+58.8% | Added |
| Franklin Resources Inc | 147,261 | $300.4K | 0.00% | +6,296+4.5% | Added |
| Maven Securities LTD | 158,800 | $324.0K | 0.05% | +158,800 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 159,366 | $325.1K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 170,617 | $348.1K | 0.00% | +22,490+15.2% | Added |
| Profund Advisors LLC | 199,490 | $407.0K | 0.03% | +199,490 | New |
| Citigroup Inc | 204,048 | $416.3K | 0.00% | −32,405−13.7% | Reduced |
| Renaissance Capital LLC | 227,718 | $464.5K | 0.34% | −23,610−9.4% | Reduced |
| Public Sector Pension Investment Board | 239,300 | $488.2K | 0.00% | −7,800−3.2% | Reduced |
| British Columbia Investment Management Corp | 278,600 | $568.3K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 316,193 | $645.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 319,214 | $651.0K | 0.01% | +319,214 | New |
| Old Mission Capital LLC | 321,594 | $656.1K | 0.02% | +80,076+33.2% | Added |
| Handelsbanken Fonder AB | 334,500 | $682.0K | 0.00% | +30,900+10.2% | Added |
| Susquehanna Fundamental Investments, LLC | 362,106 | $738.7K | 0.02% | 00.0% | Unchanged |
| American Century Companies Inc | 349,118 | $740.1K | 0.00% | +115,533+49.5% | Added |
| Susquehanna International Group, LLP | 368,912 | $752.6K | 0.00% | +103,135+38.8% | Added |
| Acadian Asset Management LLC | 377,533 | $768.0K | 0.00% | +377,533 | New |
| SG Americas Securities, LLC | 406,383 | $829.0K | 0.01% | +126,330+45.1% | Added |