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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 76,300 | $109.1K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 76,244 | $109.0K | 0.00% | 00.0% | Unchanged |
| APG Asset Management N.V. | 82,620 | $108.3K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 73,648 | $105.3K | 0.01% | +73,648 | New |
| Nomura Holdings Inc | 67,100 | $96.0K | 0.00% | −8,000−10.7% | Reduced |
| Voya Investment Management LLC | 66,745 | $95.4K | 0.00% | −2,960−4.2% | Reduced |
| Gulf International Bank (UK) Ltd | 63,173 | $90.0K | 0.00% | −20,853−24.8% | Reduced |
| Capstone Investment Advisors, LLC | 61,965 | $88.6K | 0.00% | +61,965 | New |
| Virginia Retirement Systems Et Al | 59,500 | $85.1K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 56,986 | $81.5K | 0.00% | +23,420+69.8% | Added |
| Panagora Asset Management Inc | 53,833 | $77.0K | 0.00% | +53,833 | New |
| Rhumbline Advisers | 49,225 | $70.4K | 0.00% | +49,225 | New |
| Yousif Capital Management, LLC | 48,452 | $69.3K | 0.00% | 00.0% | Unchanged |
| Caxton Associates LP | 44,298 | $63.3K | 0.01% | −391,635−89.8% | Reduced |
| Royal Bank of Canada | 39,663 | $57.0K | 0.00% | −1,669−4.0% | Reduced |
| Ameriprise Financial Inc | 38,916 | $55.6K | 0.00% | −2,008−4.9% | Reduced |
| Russell Investments Group, Ltd. | 37,300 | $54.5K | 0.00% | −647,309−94.6% | Reduced |
| DGS Capital Management, LLC | 34,086 | $48.7K | 0.02% | +4,166+13.9% | Added |
| DekaBank Deutsche Girozentrale | 33,350 | $47.0K | 0.00% | −749−2.2% | Reduced |
| Veriti Management LLC | 32,437 | $46.4K | 0.01% | +20,070+162.3% | Added |
| Headlands Technologies LLC | 31,798 | $45.5K | 0.01% | +15,706+97.6% | Added |
| IFM Investors Pty Ltd | 31,310 | $44.8K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 29,283 | $41.9K | 0.00% | −41,149−58.4% | Reduced |
| Vident Investment Advisory, LLC | 27,524 | $39.4K | 0.00% | +5,690+26.1% | Added |
| Cerity Partners LLC | 26,956 | $38.5K | 0.00% | +16,123+148.8% | Added |
| Van Eck Associates Corp | 26,421 | $38.0K | 0.00% | +26,421 | New |
| SEI Investments Co | 26,373 | $37.7K | 0.00% | +5,568+26.8% | Added |
| FMR LLC | 25,047 | $35.8K | 0.00% | −2,739−9.9% | Reduced |
| DRW Securities, LLC | 24,664 | $35.0K | 0.00% | +6,730+37.5% | Added |
| 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 |
| Peapack Gladstone Financial Corp | 22,000 | $31.0K | 0.00% | −11,500−34.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,837 | $26.9K | 0.00% | 00.0% | Unchanged |
| Platinum Investment Management Ltd | 18,148 | $26.0K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 17,547 | $25.1K | 0.00% | −71,635−80.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 16,484 | $23.6K | 0.00% | −41,983−71.8% | Reduced |
| PEAK6 Investments LLC | 16,162 | $23.1K | 0.00% | +16,162 | New |
| Guggenheim Capital LLC | 14,754 | $21.1K | 0.00% | +31+0.2% | Added |
| Ronald Blue Trust, Inc. | 9,874 | $20.0K | 0.00% | −19,770−66.7% | Reduced |
| Cresset Asset Management, LLC | 13,728 | $19.6K | 0.00% | +13,728 | New |
| CIBC Asset Management Inc | 13,102 | $18.7K | 0.00% | −3,324−20.2% | Reduced |
| Cigna Investments Inc | 12,823 | $18.0K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 10,864 | $15.5K | 0.01% | +10,864 | New |
| American International Group, Inc. | 8,266 | $11.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,091 | $8.71K | 0.00% | −28,110−82.2% | Reduced |
| Pinebridge Investments, L.P. | 5,711 | $8.17K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,511 | $5.02K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,449 | $4.00K | 0.00% | −3,980−61.9% | Reduced |
| EverSource Wealth Advisors, LLC | 2,356 | $3.37K | 0.00% | +2,126+924.3% | Added |
| US Bancorp | 1,500 | $2.15K | 0.00% | −2,337−60.9% | Reduced |
| Bell Investment Advisors, Inc | 493 | $705 | 0.00% | −1,006−67.1% | Reduced |
| Wells Fargo & Company | 100 | $143 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 90 | $129 | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 46,622 | $67 | 0.00% | +23,060+97.9% | Added |
| Toronto Dominion Bank | 132 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |