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, Q3 2023
Institutional positions in Lufax Holding Ltd as of Sep 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
- 146
- −8 vs. Q2 2023
- Shares held
- 383.5M
- −13.1M (−3.3%) vs. Q2 2023
- Total value
- $406.5M
- −$162.0M (−28.5%) vs. Q2 2023
- New holders
- 18
- 47 more added
- Sold out
- 26
- 50 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Lufax Holding Ltd; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cutler Group LP | 85 | $0 | 0.00% | +85 | New |
| Federation des caisses Desjardins du Quebec | 75 | $80 | 0.00% | +75 | New |
| Wells Fargo & Company | 100 | $106 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 132 | $140 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 493 | $523 | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 849 | $900 | 0.00% | +849 | New |
| CWM, LLC | 914 | $1.00K | 0.00% | −1,535−62.7% | Reduced |
| New York State Common Retirement Fund | 2,411 | $2.56K | 0.00% | −1,100−31.3% | Reduced |
| FMR LLC | 2,692 | $2.85K | 0.00% | −22,355−89.3% | Reduced |
| The PNC Financial Services Group, Inc. | 5,155 | $5.46K | 0.00% | −936−15.4% | Reduced |
| American International Group, Inc. | 8,266 | $8.76K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 10,864 | $11.5K | 0.01% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 11,681 | $12.4K | 0.00% | +11,681 | New |
| CIBC Asset Management Inc | 12,865 | $13.6K | 0.00% | −237−1.8% | Reduced |
| Cigna Investments Inc | 12,823 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 14,276 | $15.1K | 0.00% | −89,198−86.2% | Reduced |
| Guggenheim Capital LLC | 14,929 | $15.8K | 0.00% | +175+1.2% | Added |
| GTS Securities LLC | 16,682 | $17.7K | 0.00% | +16,682 | New |
| Virtu Financial LLC | 18,219 | $19.0K | 0.00% | −69,106−79.1% | Reduced |
| Platinum Investment Management Ltd | 18,148 | $19.2K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,837 | $20.0K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 22,800 | $25.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 30,423 | $31.0K | 0.00% | −2,927−8.8% | Reduced |
| Engineers Gate Manager LP | 31,098 | $33.0K | 0.00% | +31,098 | New |
| IFM Investors Pty Ltd | 31,310 | $33.2K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 31,682 | $33.6K | 0.00% | −73,256−69.8% | Reduced |
| PEAK6 Investments LLC | 33,846 | $35.9K | 0.00% | +17,684+109.4% | Added |
| Wolverine Trading, LLC | 34,138 | $36.2K | 0.00% | +34,138 | New |
| Prudential Financial Inc | 34,170 | $36.2K | 0.00% | −22,816−40.0% | Reduced |
| Vident Advisory, LLC | 34,849 | $36.9K | 0.00% | +34,849 | New |
| Mariner, LLC | 35,538 | $37.7K | 0.00% | −49,699−58.3% | Reduced |
| Nomura Holdings Inc | 37,100 | $39.3K | 0.00% | −30,000−44.7% | Reduced |
| Russell Investments Group, Ltd. | 37,300 | $39.5K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 37,781 | $40.0K | 0.00% | −1,135−2.9% | Reduced |
| DGS Capital Management, LLC | 38,379 | $40.7K | 0.02% | +4,293+12.6% | Added |
| Van Eck Associates Corp | 45,030 | $48.0K | 0.00% | +18,609+70.4% | Added |
| Allianz Asset Management GmbH | 46,622 | $49.4K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 48,452 | $51.4K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 50,965 | $54.0K | 0.00% | +1,740+3.5% | Added |
| Royal Bank of Canada | 59,445 | $63.0K | 0.00% | +19,782+49.9% | Added |
| Virginia Retirement Systems Et Al | 59,500 | $63.1K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 59,618 | $63.2K | 0.00% | −7,127−10.7% | Reduced |
| Gulf International Bank (UK) Ltd | 63,173 | $66.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 70,732 | $75.0K | 0.00% | +41,449+141.5% | Added |
| KBC Group NV | 74,629 | $79.0K | 0.00% | +74,629 | New |
| Ensign Peak Advisors, Inc | 76,300 | $80.9K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 79,052 | $83.8K | 0.00% | −32,148−28.9% | Reduced |
| Jane Street Group, LLC | 80,069 | $84.9K | 0.00% | −1,217,397−93.8% | Reduced |
| Principal Financial Group Inc | 81,690 | $86.6K | 0.00% | +5,446+7.1% | Added |
| APG Asset Management N.V. | 82,620 | $87.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 83,541 | $88.6K | 0.00% | +83,541 | New |
| Nomura Asset Management Co Ltd | 88,700 | $94.0K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 90,000 | $95.4K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 108,164 | $114.7K | 0.03% | −23,371−17.8% | Reduced |
| JBF Capital, Inc. | 115,000 | $121.9K | 0.03% | +15,000+15.0% | Added |
| Group One Trading, L.P. | 120,782 | $128.0K | 0.01% | +120,782 | New |
| Daiwa Securities Group Inc. | 121,500 | $129.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 125,846 | $133.4K | 0.00% | +109,362+663.4% | Added |
| Alberta Investment Management Corp | 126,500 | $134.1K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 128,266 | $136.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 141,009 | $149.5K | 0.01% | +67,361+91.5% | Added |
| Point72 Asset Management, L.P. | 144,160 | $152.8K | 0.00% | +144,160 | New |
| SG Americas Securities, LLC | 152,253 | $161.0K | 0.00% | −181,490−54.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 159,366 | $168.9K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 163,818 | $173.6K | 0.00% | +16,354+11.1% | Added |
| State of New Jersey Common Pension Fund D | 169,216 | $179.4K | 0.00% | +77,135+83.8% | Added |
| Profund Advisors LLC | 181,261 | $192.1K | 0.01% | −2,733−1.5% | Reduced |
| Capstone Investment Advisors, LLC | 181,819 | $192.7K | 0.01% | +119,854+193.4% | Added |
| California State Teachers Retirement System | 196,096 | $207.9K | 0.00% | +196,096 | New |
| Simplex Trading, LLC | 197,444 | $209.0K | 0.01% | +86,432+77.9% | Added |
| Prudential PLC | 201,946 | $214.1K | 0.00% | +24,329+13.7% | Added |
| Public Sector Pension Investment Board | 239,300 | $253.7K | 0.00% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 276,583 | $293.2K | 0.00% | +276,583 | New |
| British Columbia Investment Management Corp | 278,600 | $295.3K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 320,611 | $339.8K | 0.00% | +198,844+163.3% | Added |
| Handelsbanken Fonder AB | 334,500 | $355.0K | 0.00% | 00.0% | Unchanged |
| Renaissance Capital LLC | 345,982 | $366.7K | 0.19% | +80,855+30.5% | Added |
| Aviva PLC | 407,300 | $431.7K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 472,464 | $500.8K | 0.00% | −117,529−19.9% | Reduced |
| American Century Companies Inc | 483,014 | $512.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 532,847 | $564.8K | 0.00% | +193,000+56.8% | Added |
| Citigroup Inc | 567,150 | $601.2K | 0.00% | +382,884+207.8% | Added |
| Farallon Capital Management, L.L.C. | 600,000 | $636.0K | 0.00% | −19,349,819−97.0% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 600,000 | $636.0K | 0.03% | −675,000−52.9% | Reduced |
| Millennium Management LLC | 604,812 | $641.1K | 0.00% | +192,790+46.8% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 607,911 | $644.0K | 0.41% | −7,209−1.2% | Reduced |
| Harvest Fund Management Co., Ltd | 654,287 | $694.0K | 0.12% | +201,110+44.4% | Added |
| Citadel Advisors LLC | 694,319 | $736.0K | 0.00% | −5,009,568−87.8% | Reduced |
| Two Sigma Advisers, LP | 871,900 | $924.2K | 0.00% | +871,900 | New |
| Artisan Partners Limited Partnership | 880,146 | $933.0K | 0.00% | −2,333,526−72.6% | Reduced |
| Great West Life Assurance Co | 880,412 | $933.0K | 0.00% | −175,400−16.6% | Reduced |
| Nuveen Asset Management, LLC | 905,138 | $959.4K | 0.00% | +67,200+8.0% | Added |
| Standard Life Aberdeen plc | 1,031,346 | $1.09M | 0.00% | +15,824+1.6% | Added |
| HSBC Holdings PLC | 1,065,958 | $1.13M | 0.00% | −2,859,085−72.8% | Reduced |
| Quadrature Capital Ltd | 1,077,106 | $1.14M | 0.02% | −253,289−19.0% | Reduced |
| Penserra Capital Management LLC | 1,141,280 | $1.21M | 0.02% | −81,800−6.7% | Reduced |
| Pictet Asset Management Holding SA | 1,168,800 | $1.24M | 0.00% | +1,168,800 | New |
| D. E. Shaw & Co., Inc. | 1,187,697 | $1.26M | 0.00% | +668,709+128.8% | Added |
| Swiss National Bank | 1,206,100 | $1.28M | 0.00% | 00.0% | Unchanged |
| California Public Employees Retirement System | 1,241,921 | $1.32M | 0.00% | 00.0% | Unchanged |