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, Q2 2023
Institutional positions in Lufax Holding Ltd as of Jun 30, 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
- 155
- −17 vs. Q1 2023
- Shares held
- 397.9M
- −36.4M (−8.4%) vs. Q1 2023
- Total value
- $570.2M
- −$316.5M (−35.7%) vs. Q1 2023
- New holders
- 15
- 51 more added
- Sold out
- 32
- 57 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Lufax Holding Ltd; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 33,982,535 | $48.6M | 0.00% | −774,402−2.2% | Reduced |
| Vanguard Group Inc | 27,900,882 | $39.9M | 0.00% | +394,194+1.4% | Added |
| Krane Funds Advisors LLC | 27,198,819 | $38.9M | 2.05% | −3,122,064−10.3% | Reduced |
| Baillie Gifford & Co | 25,189,314 | $36.0M | 0.03% | +42,070+0.2% | Added |
| Farallon Capital Management, L.L.C. | 19,949,819 | $28.5M | 0.17% | −18,346,724−47.9% | Reduced |
| Norges Bank | 16,903,763 | $24.2M | 0.00% | +1,838,235+12.2% | Added |
| Bamco Inc | 15,086,285 | $21.6M | 0.06% | +6,451,026+74.7% | Added |
| Yunqi Capital Ltd | 14,895,523 | $21.3M | 15.56% | +8,423,243+130.1% | Added |
| State Street Corp | 14,765,861 | $21.1M | 0.00% | +1,971,448+15.4% | Added |
| Marshall Wace, LLP | 14,054,734 | $20.1M | 0.04% | +5,705,052+68.3% | Added |
| Polunin Capital Partners Ltd | 13,632,000 | $19.5M | 4.00% | +4,572,300+50.5% | Added |
| Robeco Institutional Asset Management B.V. | 13,110,670 | $18.7M | 0.05% | +601,368+4.8% | Added |
| Goldman Sachs Group Inc | 12,475,303 | $17.8M | 0.00% | −1,377,176−9.9% | Reduced |
| Alpha Square Group S, LLC | 10,240,241 | $14.6M | 13.25% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 9,545,800 | $13.7M | 0.02% | +2,097,500+28.2% | Added |
| Legal & General Group Plc | 6,784,092 | $9.70M | 0.00% | −758,770−10.1% | Reduced |
| Schroder Investment Management Group | 6,276,501 | $8.98M | 0.01% | −2,577,154−29.1% | Reduced |
| FIL Ltd | 5,978,922 | $8.55M | 0.01% | −145,878−2.4% | Reduced |
| Citadel Advisors LLC | 5,703,887 | $8.16M | 0.01% | +217,708+4.0% | Added |
| E Fund Management Co., Ltd. | 5,294,177 | $7.57M | 0.60% | −47,241−0.9% | Reduced |
| Cape Ann Asset Management Ltd | 4,385,826 | $6.27M | 5.62% | +2,184,500+99.2% | Added |
| Wellington Management Group LLP | 4,251,789 | $6.08M | 0.00% | +3,575,385+528.6% | Added |
| HSBC Holdings PLC | 3,925,043 | $5.61M | 0.01% | +2,194,156+126.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,710,669 | $5.31M | 0.01% | −3,995,759−51.8% | Reduced |
| Credit Suisse AG | 3,694,187 | $5.28M | 0.01% | +672,188+22.2% | Added |
| Capital World Investors | 3,667,153 | $5.24M | 0.00% | −4,683,473−56.1% | Reduced |
| Capital Research Global Investors | 3,429,692 | $4.90M | 0.00% | −127,098−3.6% | Reduced |
| Charles Schwab Investment Management Inc | 3,380,101 | $4.83M | 0.00% | +729,363+27.5% | Added |
| UBS Asset Management Americas Inc | 2,353,582 | $4.80M | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 3,252,195 | $4.65M | 0.01% | +1,039,200+47.0% | Added |
| Artisan Partners Limited Partnership | 3,213,672 | $4.60M | 0.01% | +379,052+13.4% | Added |
| Geode Capital Management, LLC | 3,216,844 | $4.57M | 0.00% | −1,380,895−30.0% | Reduced |
| Bridgewater Associates, LP | 3,137,572 | $4.49M | 0.03% | −11,173,255−78.1% | Reduced |
| Northern Trust Corp | 2,477,747 | $3.54M | 0.00% | −482,517−16.3% | Reduced |
| Two Sigma Investments, LP | 2,312,639 | $3.31M | 0.01% | +1,510,239+188.2% | Added |
| Andra AP-fonden | 2,297,400 | $3.29M | 0.08% | +387,500+20.3% | Added |
| Morgan Stanley | 2,165,306 | $3.10M | 0.00% | −1,136,267−34.4% | Reduced |
| Invesco Ltd. | 2,145,373 | $3.07M | 0.00% | +73,943+3.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,078,890 | $2.97M | 0.01% | +584,152+39.1% | Added |
| JPMorgan Chase & Co | 2,023,069 | $2.89M | 0.00% | +695,833+52.4% | Added |
| Bank of America Corp | 1,885,098 | $2.70M | 0.00% | −7,695−0.4% | Reduced |
| Balyasny Asset Management LLC | 1,876,383 | $2.68M | 0.01% | +1,018,124+118.6% | Added |
| Bank of New York Mellon Corp | 1,714,966 | $2.45M | 0.00% | −53,962−3.1% | Reduced |
| Deutsche Bank AG | 1,692,946 | $2.42M | 0.00% | +3,569+0.2% | Added |
| AXA S.A. | 1,476,423 | $2.11M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 1,405,103 | $2.01M | 0.00% | −484,638−25.6% | Reduced |
| Quadrature Capital Ltd | 1,330,395 | $1.89M | 0.04% | +606,509+83.8% | Added |
| Man Group plc | 1,319,833 | $1.89M | 0.01% | +1,319,833 | New |
| Jane Street Group, LLC | 1,297,466 | $1.86M | 0.00% | +217,927+20.2% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 1,275,000 | $1.82M | 0.09% | +325,000+34.2% | Added |
| Pictet Asset Management SA | 1,249,600 | $1.79M | 0.00% | +76,500+6.5% | Added |
| California Public Employees Retirement System | 1,241,921 | $1.78M | 0.00% | −27,707−2.2% | Reduced |
| Penserra Capital Management LLC | 1,223,080 | $1.75M | 0.03% | −181,723−12.9% | Reduced |
| Swiss National Bank | 1,206,100 | $1.72M | 0.00% | +1,206,100 | New |
| Arrowstreet Capital, Limited Partnership | 1,158,421 | $1.66M | 0.00% | −9,448,208−89.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,144,256 | $1.64M | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,055,812 | $1.49M | 0.00% | −1,256,300−54.3% | Reduced |
| Standard Life Aberdeen plc | 1,015,522 | $1.45M | 0.00% | +16,862+1.7% | Added |
| Yong Rong (HK) Asset Management Ltd | 1,000,000 | $1.43M | 0.63% | 00.0% | Unchanged |
| Barclays PLC | 994,786 | $1.42M | 0.00% | −741,392−42.7% | Reduced |
| Nuveen Asset Management, LLC | 837,938 | $1.20M | 0.00% | −161,900−16.2% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 615,120 | $880.0K | 0.66% | −26,400−4.1% | Reduced |
| Susquehanna International Group, LLP | 589,993 | $843.7K | 0.00% | +221,081+59.9% | Added |
| D. E. Shaw & Co., Inc. | 518,988 | $742.2K | 0.00% | +518,988 | New |
| American Century Companies Inc | 483,014 | $690.7K | 0.00% | +133,896+38.4% | Added |
| Harvest Fund Management Co., Ltd | 453,177 | $639.0K | 0.13% | +12,486+2.8% | Added |
| Millennium Management LLC | 412,022 | $589.2K | 0.00% | +352,470+591.9% | Added |
| Aviva PLC | 407,300 | $582.4K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 339,847 | $486.0K | 0.00% | +23,654+7.5% | Added |
| Handelsbanken Fonder AB | 334,500 | $478.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 333,743 | $477.0K | 0.00% | −72,640−17.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 307,398 | $439.6K | 0.02% | −54,708−15.1% | Reduced |
| British Columbia Investment Management Corp | 278,600 | $398.4K | 0.00% | 00.0% | Unchanged |
| Renaissance Capital LLC | 265,127 | $379.1K | 0.22% | +37,409+16.4% | Added |
| Public Sector Pension Investment Board | 239,300 | $342.2K | 0.00% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 234,434 | $335.2K | 0.15% | +88,122+60.2% | Added |
| HRT Financial LP | 216,687 | $309.0K | 0.00% | −102,527−32.1% | Reduced |
| Citigroup Inc | 184,266 | $263.5K | 0.00% | −19,782−9.7% | Reduced |
| Profund Advisors LLC | 183,994 | $263.1K | 0.01% | −15,496−7.8% | Reduced |
| Prudential PLC | 177,617 | $254.0K | 0.00% | +66,004+59.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 159,366 | $227.9K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 147,464 | $210.9K | 0.00% | +2,222+1.5% | Added |
| Paragon Capital Management Ltd | 131,535 | $188.1K | 0.04% | +131,535 | New |
| Macquarie Group Ltd | 128,266 | $183.4K | 0.00% | −862,123−87.0% | Reduced |
| Alberta Investment Management Corp | 126,500 | $180.9K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 121,767 | $174.1K | 0.00% | −25,494−17.3% | Reduced |
| Daiwa Securities Group Inc. | 121,500 | $174.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 111,200 | $159.0K | 0.00% | −12,600−10.2% | Reduced |
| Simplex Trading, LLC | 111,012 | $158.0K | 0.01% | +111,012 | New |
| Storebrand Asset Management AS | 104,938 | $150.1K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 103,474 | $148.0K | 0.00% | −39,557−27.7% | Reduced |
| JBF Capital, Inc. | 100,000 | $143.0K | 0.03% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 92,081 | $131.7K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 90,000 | $128.7K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 88,700 | $126.8K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 87,325 | $125.0K | 0.01% | +87,325 | New |
| XTX Topco Ltd | 85,513 | $122.3K | 0.02% | −5,280−5.8% | Reduced |
| Mariner, LLC | 85,237 | $121.9K | 0.00% | −24,207−22.1% | Reduced |
| Lighthouse Investment Partners, LLC | 81,699 | $116.8K | 0.01% | +81,699 | New |
| Old Mission Capital LLC | 76,731 | $109.7K | 0.00% | −244,863−76.1% | Reduced |