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 | $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, 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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 132 | $0 | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 46,622 | $67 | 0.00% | +23,060+97.9% | Added |
| Quent Capital, LLC | 90 | $129 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 100 | $143 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 493 | $705 | 0.00% | −1,006−67.1% | Reduced |
| US Bancorp | 1,500 | $2.15K | 0.00% | −2,337−60.9% | Reduced |
| EverSource Wealth Advisors, LLC | 2,356 | $3.37K | 0.00% | +2,126+924.3% | Added |
| CWM, LLC | 2,449 | $4.00K | 0.00% | −3,980−61.9% | Reduced |
| New York State Common Retirement Fund | 3,511 | $5.02K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 5,711 | $8.17K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,091 | $8.71K | 0.00% | −28,110−82.2% | Reduced |
| American International Group, Inc. | 8,266 | $11.8K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 10,864 | $15.5K | 0.01% | +10,864 | New |
| Cigna Investments Inc | 12,823 | $18.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 13,102 | $18.7K | 0.00% | −3,324−20.2% | Reduced |
| Cresset Asset Management, LLC | 13,728 | $19.6K | 0.00% | +13,728 | New |
| Ronald Blue Trust, Inc. | 9,874 | $20.0K | 0.00% | −19,770−66.7% | Reduced |
| Guggenheim Capital LLC | 14,754 | $21.1K | 0.00% | +31+0.2% | Added |
| PEAK6 Investments LLC | 16,162 | $23.1K | 0.00% | +16,162 | New |
| O'Shaughnessy Asset Management, LLC | 16,484 | $23.6K | 0.00% | −41,983−71.8% | Reduced |
| CI Private Wealth, LLC | 17,547 | $25.1K | 0.00% | −71,635−80.3% | Reduced |
| Platinum Investment Management Ltd | 18,148 | $26.0K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,837 | $26.9K | 0.00% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 22,000 | $31.0K | 0.00% | −11,500−34.3% | Reduced |
| Gsa Capital Partners LLP | 22,943 | $33.0K | 0.00% | −506,959−95.7% | Reduced |
| Price T Rowe Associates Inc | 22,800 | $33.0K | 0.00% | +8,600+60.6% | Added |
| DRW Securities, LLC | 24,664 | $35.0K | 0.00% | +6,730+37.5% | Added |
| FMR LLC | 25,047 | $35.8K | 0.00% | −2,739−9.9% | Reduced |
| SEI Investments Co | 26,373 | $37.7K | 0.00% | +5,568+26.8% | Added |
| Van Eck Associates Corp | 26,421 | $38.0K | 0.00% | +26,421 | New |
| Cerity Partners LLC | 26,956 | $38.5K | 0.00% | +16,123+148.8% | Added |
| Vident Investment Advisory, LLC | 27,524 | $39.4K | 0.00% | +5,690+26.1% | Added |
| JustInvest LLC | 29,283 | $41.9K | 0.00% | −41,149−58.4% | Reduced |
| IFM Investors Pty Ltd | 31,310 | $44.8K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 31,798 | $45.5K | 0.01% | +15,706+97.6% | Added |
| Veriti Management LLC | 32,437 | $46.4K | 0.01% | +20,070+162.3% | Added |
| DekaBank Deutsche Girozentrale | 33,350 | $47.0K | 0.00% | −749−2.2% | Reduced |
| DGS Capital Management, LLC | 34,086 | $48.7K | 0.02% | +4,166+13.9% | Added |
| Russell Investments Group, Ltd. | 37,300 | $54.5K | 0.00% | −647,309−94.6% | Reduced |
| Ameriprise Financial Inc | 38,916 | $55.6K | 0.00% | −2,008−4.9% | Reduced |
| Royal Bank of Canada | 39,663 | $57.0K | 0.00% | −1,669−4.0% | Reduced |
| Caxton Associates LP | 44,298 | $63.3K | 0.01% | −391,635−89.8% | Reduced |
| Yousif Capital Management, LLC | 48,452 | $69.3K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 49,225 | $70.4K | 0.00% | +49,225 | New |
| Panagora Asset Management Inc | 53,833 | $77.0K | 0.00% | +53,833 | New |
| Prudential Financial Inc | 56,986 | $81.5K | 0.00% | +23,420+69.8% | Added |
| Virginia Retirement Systems Et Al | 59,500 | $85.1K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 61,965 | $88.6K | 0.00% | +61,965 | New |
| Gulf International Bank (UK) Ltd | 63,173 | $90.0K | 0.00% | −20,853−24.8% | Reduced |
| Voya Investment Management LLC | 66,745 | $95.4K | 0.00% | −2,960−4.2% | Reduced |
| Nomura Holdings Inc | 67,100 | $96.0K | 0.00% | −8,000−10.7% | Reduced |
| Two Sigma Securities, LLC | 73,648 | $105.3K | 0.01% | +73,648 | New |
| APG Asset Management N.V. | 82,620 | $108.3K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 76,244 | $109.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 76,300 | $109.1K | 0.00% | 00.0% | Unchanged |
| Old Mission Capital LLC | 76,731 | $109.7K | 0.00% | −244,863−76.1% | Reduced |
| Lighthouse Investment Partners, LLC | 81,699 | $116.8K | 0.01% | +81,699 | New |
| Mariner, LLC | 85,237 | $121.9K | 0.00% | −24,207−22.1% | Reduced |
| XTX Topco Ltd | 85,513 | $122.3K | 0.02% | −5,280−5.8% | Reduced |
| Virtu Financial LLC | 87,325 | $125.0K | 0.01% | +87,325 | New |
| Nomura Asset Management Co Ltd | 88,700 | $126.8K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 90,000 | $128.7K | 0.01% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 92,081 | $131.7K | 0.00% | 00.0% | Unchanged |
| JBF Capital, Inc. | 100,000 | $143.0K | 0.03% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 103,474 | $148.0K | 0.00% | −39,557−27.7% | Reduced |
| Storebrand Asset Management AS | 104,938 | $150.1K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 111,012 | $158.0K | 0.01% | +111,012 | New |
| Manufacturers Life Insurance Company, The | 111,200 | $159.0K | 0.00% | −12,600−10.2% | Reduced |
| Daiwa Securities Group Inc. | 121,500 | $174.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 121,767 | $174.1K | 0.00% | −25,494−17.3% | Reduced |
| Alberta Investment Management Corp | 126,500 | $180.9K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 128,266 | $183.4K | 0.00% | −862,123−87.0% | Reduced |
| Paragon Capital Management Ltd | 131,535 | $188.1K | 0.04% | +131,535 | New |
| Asset Management One Co.,Ltd. | 147,464 | $210.9K | 0.00% | +2,222+1.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 159,366 | $227.9K | 0.00% | 00.0% | Unchanged |
| Prudential PLC | 177,617 | $254.0K | 0.00% | +66,004+59.1% | Added |
| Profund Advisors LLC | 183,994 | $263.1K | 0.01% | −15,496−7.8% | Reduced |
| Citigroup Inc | 184,266 | $263.5K | 0.00% | −19,782−9.7% | Reduced |
| HRT Financial LP | 216,687 | $309.0K | 0.00% | −102,527−32.1% | Reduced |
| Garden State Investment Advisory Services LLC | 234,434 | $335.2K | 0.15% | +88,122+60.2% | Added |
| Public Sector Pension Investment Board | 239,300 | $342.2K | 0.00% | 00.0% | Unchanged |
| Renaissance Capital LLC | 265,127 | $379.1K | 0.22% | +37,409+16.4% | Added |
| British Columbia Investment Management Corp | 278,600 | $398.4K | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 307,398 | $439.6K | 0.02% | −54,708−15.1% | Reduced |
| SG Americas Securities, LLC | 333,743 | $477.0K | 0.00% | −72,640−17.9% | Reduced |
| Handelsbanken Fonder AB | 334,500 | $478.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 339,847 | $486.0K | 0.00% | +23,654+7.5% | Added |
| Aviva PLC | 407,300 | $582.4K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 412,022 | $589.2K | 0.00% | +352,470+591.9% | Added |
| Harvest Fund Management Co., Ltd | 453,177 | $639.0K | 0.13% | +12,486+2.8% | Added |
| American Century Companies Inc | 483,014 | $690.7K | 0.00% | +133,896+38.4% | Added |
| D. E. Shaw & Co., Inc. | 518,988 | $742.2K | 0.00% | +518,988 | New |
| Susquehanna International Group, LLP | 589,993 | $843.7K | 0.00% | +221,081+59.9% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 615,120 | $880.0K | 0.66% | −26,400−4.1% | Reduced |
| Nuveen Asset Management, LLC | 837,938 | $1.20M | 0.00% | −161,900−16.2% | Reduced |
| Barclays PLC | 994,786 | $1.42M | 0.00% | −741,392−42.7% | Reduced |
| Yong Rong (HK) Asset Management Ltd | 1,000,000 | $1.43M | 0.63% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 1,015,522 | $1.45M | 0.00% | +16,862+1.7% | Added |
| Great West Life Assurance Co | 1,055,812 | $1.49M | 0.00% | −1,256,300−54.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,144,256 | $1.64M | 0.00% | 00.0% | Unchanged |