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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 76,300 | $80.9K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 74,629 | $79.0K | 0.00% | +74,629 | New |
| JustInvest LLC | 70,732 | $75.0K | 0.00% | +41,449+141.5% | Added |
| Gulf International Bank (UK) Ltd | 63,173 | $66.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 59,618 | $63.2K | 0.00% | −7,127−10.7% | Reduced |
| Virginia Retirement Systems Et Al | 59,500 | $63.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 59,445 | $63.0K | 0.00% | +19,782+49.9% | Added |
| Rhumbline Advisers | 50,965 | $54.0K | 0.00% | +1,740+3.5% | Added |
| Yousif Capital Management, LLC | 48,452 | $51.4K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 46,622 | $49.4K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 45,030 | $48.0K | 0.00% | +18,609+70.4% | Added |
| DGS Capital Management, LLC | 38,379 | $40.7K | 0.02% | +4,293+12.6% | Added |
| Ameriprise Financial Inc | 37,781 | $40.0K | 0.00% | −1,135−2.9% | Reduced |
| Russell Investments Group, Ltd. | 37,300 | $39.5K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 37,100 | $39.3K | 0.00% | −30,000−44.7% | Reduced |
| Mariner, LLC | 35,538 | $37.7K | 0.00% | −49,699−58.3% | Reduced |
| Vident Advisory, LLC | 34,849 | $36.9K | 0.00% | +34,849 | New |
| Prudential Financial Inc | 34,170 | $36.2K | 0.00% | −22,816−40.0% | Reduced |
| Wolverine Trading, LLC | 34,138 | $36.2K | 0.00% | +34,138 | New |
| PEAK6 Investments LLC | 33,846 | $35.9K | 0.00% | +17,684+109.4% | Added |
| Storebrand Asset Management AS | 31,682 | $33.6K | 0.00% | −73,256−69.8% | Reduced |
| IFM Investors Pty Ltd | 31,310 | $33.2K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 31,098 | $33.0K | 0.00% | +31,098 | New |
| DekaBank Deutsche Girozentrale | 30,423 | $31.0K | 0.00% | −2,927−8.8% | Reduced |
| Price T Rowe Associates Inc | 22,800 | $25.0K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,837 | $20.0K | 0.00% | 00.0% | Unchanged |
| Platinum Investment Management Ltd | 18,148 | $19.2K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 18,219 | $19.0K | 0.00% | −69,106−79.1% | Reduced |
| GTS Securities LLC | 16,682 | $17.7K | 0.00% | +16,682 | New |
| Guggenheim Capital LLC | 14,929 | $15.8K | 0.00% | +175+1.2% | Added |
| Cubist Systematic Strategies, LLC | 14,276 | $15.1K | 0.00% | −89,198−86.2% | Reduced |
| Cigna Investments Inc | 12,823 | $14.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 12,865 | $13.6K | 0.00% | −237−1.8% | Reduced |
| Advisor Partners II, LLC | 11,681 | $12.4K | 0.00% | +11,681 | New |
| Triumph Capital Management | 10,864 | $11.5K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 8,266 | $8.76K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,155 | $5.46K | 0.00% | −936−15.4% | Reduced |
| FMR LLC | 2,692 | $2.85K | 0.00% | −22,355−89.3% | Reduced |
| New York State Common Retirement Fund | 2,411 | $2.56K | 0.00% | −1,100−31.3% | Reduced |
| CWM, LLC | 914 | $1.00K | 0.00% | −1,535−62.7% | Reduced |
| Quantbot Technologies LP | 849 | $900 | 0.00% | +849 | New |
| Bell Investment Advisors, Inc | 493 | $523 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 132 | $140 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 100 | $106 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 75 | $80 | 0.00% | +75 | New |
| Cutler Group LP | 85 | $0 | 0.00% | +85 | New |
| Capital World Investors | 0 | $0 | 0.00% | −3,667,153−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −1,476,423−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −1,319,833−100.0% | Sold out |
| Yong Rong (HK) Asset Management Ltd | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −307,398−100.0% | Sold out |
| Garden State Investment Advisory Services LLC | 0 | $0 | 0.00% | −234,434−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −216,687−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −85,513−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −81,699−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −76,731−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −53,833−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −32,437−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −31,798−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −27,524−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −26,956−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −26,373−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −24,664−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −22,943−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −17,547−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −9,874−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −13,728−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −5,711−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,356−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |