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 |
|---|---|---|---|---|---|
| Arrowstreet Capital, Limited Partnership | 1,158,421 | $1.66M | 0.00% | −9,448,208−89.1% | Reduced |
| Swiss National Bank | 1,206,100 | $1.72M | 0.00% | +1,206,100 | New |
| Penserra Capital Management LLC | 1,223,080 | $1.75M | 0.03% | −181,723−12.9% | Reduced |
| California Public Employees Retirement System | 1,241,921 | $1.78M | 0.00% | −27,707−2.2% | Reduced |
| Pictet Asset Management SA | 1,249,600 | $1.79M | 0.00% | +76,500+6.5% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 1,275,000 | $1.82M | 0.09% | +325,000+34.2% | Added |
| Jane Street Group, LLC | 1,297,466 | $1.86M | 0.00% | +217,927+20.2% | Added |
| Man Group plc | 1,319,833 | $1.89M | 0.01% | +1,319,833 | New |
| Quadrature Capital Ltd | 1,330,395 | $1.89M | 0.04% | +606,509+83.8% | Added |
| UBS Group AG | 1,405,103 | $2.01M | 0.00% | −484,638−25.6% | Reduced |
| AXA S.A. | 1,476,423 | $2.11M | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 1,692,946 | $2.42M | 0.00% | +3,569+0.2% | Added |
| Bank of New York Mellon Corp | 1,714,966 | $2.45M | 0.00% | −53,962−3.1% | Reduced |
| Balyasny Asset Management LLC | 1,876,383 | $2.68M | 0.01% | +1,018,124+118.6% | Added |
| Bank of America Corp | 1,885,098 | $2.70M | 0.00% | −7,695−0.4% | Reduced |
| JPMorgan Chase & Co | 2,023,069 | $2.89M | 0.00% | +695,833+52.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,078,890 | $2.97M | 0.01% | +584,152+39.1% | Added |
| Invesco Ltd. | 2,145,373 | $3.07M | 0.00% | +73,943+3.6% | Added |
| Morgan Stanley | 2,165,306 | $3.10M | 0.00% | −1,136,267−34.4% | Reduced |
| Andra AP-fonden | 2,297,400 | $3.29M | 0.08% | +387,500+20.3% | Added |
| Two Sigma Investments, LP | 2,312,639 | $3.31M | 0.01% | +1,510,239+188.2% | Added |
| Northern Trust Corp | 2,477,747 | $3.54M | 0.00% | −482,517−16.3% | Reduced |
| Bridgewater Associates, LP | 3,137,572 | $4.49M | 0.03% | −11,173,255−78.1% | Reduced |
| Geode Capital Management, LLC | 3,216,844 | $4.57M | 0.00% | −1,380,895−30.0% | Reduced |
| Artisan Partners Limited Partnership | 3,213,672 | $4.60M | 0.01% | +379,052+13.4% | Added |
| Canada Pension Plan Investment Board | 3,252,195 | $4.65M | 0.01% | +1,039,200+47.0% | Added |
| UBS Asset Management Americas Inc | 2,353,582 | $4.80M | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 3,380,101 | $4.83M | 0.00% | +729,363+27.5% | Added |
| Capital Research Global Investors | 3,429,692 | $4.90M | 0.00% | −127,098−3.6% | Reduced |
| Capital World Investors | 3,667,153 | $5.24M | 0.00% | −4,683,473−56.1% | Reduced |
| Credit Suisse AG | 3,694,187 | $5.28M | 0.01% | +672,188+22.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,710,669 | $5.31M | 0.01% | −3,995,759−51.8% | Reduced |
| HSBC Holdings PLC | 3,925,043 | $5.61M | 0.01% | +2,194,156+126.8% | Added |
| Wellington Management Group LLP | 4,251,789 | $6.08M | 0.00% | +3,575,385+528.6% | Added |
| Cape Ann Asset Management Ltd | 4,385,826 | $6.27M | 5.62% | +2,184,500+99.2% | Added |
| E Fund Management Co., Ltd. | 5,294,177 | $7.57M | 0.60% | −47,241−0.9% | Reduced |
| Citadel Advisors LLC | 5,703,887 | $8.16M | 0.01% | +217,708+4.0% | Added |
| FIL Ltd | 5,978,922 | $8.55M | 0.01% | −145,878−2.4% | Reduced |
| Schroder Investment Management Group | 6,276,501 | $8.98M | 0.01% | −2,577,154−29.1% | Reduced |
| Legal & General Group Plc | 6,784,092 | $9.70M | 0.00% | −758,770−10.1% | Reduced |
| Renaissance Technologies LLC | 9,545,800 | $13.7M | 0.02% | +2,097,500+28.2% | Added |
| Alpha Square Group S, LLC | 10,240,241 | $14.6M | 13.25% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 12,475,303 | $17.8M | 0.00% | −1,377,176−9.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 13,110,670 | $18.7M | 0.05% | +601,368+4.8% | Added |
| Polunin Capital Partners Ltd | 13,632,000 | $19.5M | 4.00% | +4,572,300+50.5% | Added |
| Marshall Wace, LLP | 14,054,734 | $20.1M | 0.04% | +5,705,052+68.3% | Added |
| State Street Corp | 14,765,861 | $21.1M | 0.00% | +1,971,448+15.4% | Added |
| Yunqi Capital Ltd | 14,895,523 | $21.3M | 15.56% | +8,423,243+130.1% | Added |
| Bamco Inc | 15,086,285 | $21.6M | 0.06% | +6,451,026+74.7% | Added |
| Norges Bank | 16,903,763 | $24.2M | 0.00% | +1,838,235+12.2% | Added |
| Farallon Capital Management, L.L.C. | 19,949,819 | $28.5M | 0.17% | −18,346,724−47.9% | Reduced |
| Baillie Gifford & Co | 25,189,314 | $36.0M | 0.03% | +42,070+0.2% | Added |
| Krane Funds Advisors LLC | 27,198,819 | $38.9M | 2.05% | −3,122,064−10.3% | Reduced |
| Vanguard Group Inc | 27,900,882 | $39.9M | 0.00% | +394,194+1.4% | Added |
| BlackRock Inc. | 33,982,535 | $48.6M | 0.00% | −774,402−2.2% | Reduced |
| TT International Asset Management LTD | 0 | $0 | 0.00% | −17,938,827−100.0% | Sold out |
| Perseverance Asset Management International | 0 | $0 | 0.00% | −1,450,000−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,175,893−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −981,650−100.0% | Sold out |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −600,000−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −504,750−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −377,533−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −170,617−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −158,800−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −143,300−100.0% | Sold out |
| Oasis Management Co Ltd. | 0 | $0 | 0.00% | −99,997−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −55,890−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −56,196−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −31,151−100.0% | Sold out |
| QCM Cayman, Ltd. | 0 | $0 | 0.00% | −26,096−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −24,839−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −23,997−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −22,533−100.0% | Sold out |
| Advisor Partners II, LLC | 0 | $0 | 0.00% | −22,147−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −16,179−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −14,879−100.0% | Sold out |
| PDS Planning, Inc | 0 | $0 | 0.00% | −13,334−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −12,107−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −10,667−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −6,627−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −2,144−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −1,413−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −1,061−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −551−100.0% | Sold out |