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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, Q4 2023

Institutional positions in Lufax Holding Ltd as of Dec 31, 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
121
−23 vs. Q3 2023
Shares held
87.3M
−8.52M (−8.9%) vs. Q3 2023Converted for a 1-for-4 split
Total value
$267.7M
−$138.7M (−34.1%) vs. Q3 2023
New holders
15
47 more added
Sold out
38
40 more reduced

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 121 institutions
Q1 2021: 119 institutionsQ2 2021: 144 institutionsQ3 2021: 128 institutionsQ4 2021: 132 institutionsQ1 2022: 140 institutionsQ2 2022: 163 institutionsQ3 2022: 155 institutionsQ4 2022: 166 institutionsQ1 2023: 172 institutionsQ2 2023: 155 institutionsQ3 2023: 146 institutionsQ4 2023: 121 institutionsQ1 2024: 129 institutionsQ2 2024: 113 institutionsQ3 2024: 116 institutionsQ4 2024: 103 institutionsQ1 2025: 103 institutionsQ2 2025: 98 institutionsQ3 2025: 89 institutionsQ4 2025: 83 institutionsQ1 2026: 75 institutionsQ2 2026: 75 institutions
Value heldQ4 2023: $267.7M
Q1 2021: $2.48BQ2 2021: $2.60BQ3 2021: $1.85BQ4 2021: $1.66BQ1 2022: $1.89BQ2 2022: $2.20BQ3 2022: $916.7MQ4 2022: $809.3MQ1 2023: $886.7MQ2 2023: $570.2MQ3 2023: $406.5MQ4 2023: $267.7MQ1 2024: $406.1MQ2 2024: $216.7MQ3 2024: $300.5MQ4 2024: $205.3MQ1 2025: $286.0MQ2 2025: $277.8MQ3 2025: $353.5MQ4 2025: $212.8MQ1 2026: $148.8MQ2 2026: $92.5M
Institutions holding LU and their total value by quarter
QuarterHoldersValue
Q2 202675$92.5M
Q1 202675$148.8M
Q4 202583$212.8M
Q3 202589$353.5M
Q2 202598$277.8M
Q1 2025103$286.0M
Q4 2024103$205.3M
Q3 2024116$300.5M
Q2 2024113$216.7M
Q1 2024129$406.1M
Q4 2023121$267.7M
Q3 2023146$406.5M
Q2 2023155$570.2M
Q1 2023172$886.7M
Q4 2022166$809.3M
Q3 2022155$916.7M
Q2 2022163$2.20B
Q1 2022140$1.89B
Q4 2021132$1.66B
Q3 2021128$1.85B
Q2 2021144$2.60B
Q1 2021119$2.48B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Lufax Holding Ltd; share changes are against Q3 2023.

Institutions holding LU in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.7,924,451$24.3M0.00%−370,648−4.5%ReducedConverted for a 1-for-4 split
Krane Funds Advisors LLC7,650,135$23.5M0.98%−104,965−1.4%ReducedConverted for a 1-for-4 split
Vanguard Group Inc7,072,776$21.7M0.00%+141,485+2.0%AddedConverted for a 1-for-4 split
Baillie Gifford & Co6,077,224$18.7M0.01%−142,377−2.3%ReducedConverted for a 1-for-4 split
Yunqi Capital Ltd5,089,767$15.6M10.96%+1,250,000+32.6%AddedConverted for a 1-for-4 split
Bamco Inc4,606,220$14.1M0.04%00.0%UnchangedConverted for a 1-for-4 split
Robeco Institutional Asset Management B.V.3,857,395$11.8M0.03%+215,049+5.9%AddedConverted for a 1-for-4 split
Credit Suisse AG3,818,759$11.7M0.01%+421,271+12.4%AddedConverted for a 1-for-4 split
State Street Corp3,801,541$11.7M0.00%00.0%UnchangedConverted for a 1-for-4 split
Goldman Sachs Group Inc3,020,515$9.27M0.00%−44,509−1.5%ReducedConverted for a 1-for-4 split
Renaissance Technologies LLC2,445,994$7.51M0.01%+85,369+3.6%AddedConverted for a 1-for-4 split
Morgan Stanley1,686,556$5.18M0.00%+503,135+42.5%AddedConverted for a 1-for-4 split
D. E. Shaw & Co., Inc.1,636,788$5.02M0.01%+1,339,864+451.2%AddedConverted for a 1-for-4 split
Legal & General Group Plc1,547,231$4.75M0.00%+79,344+5.4%AddedConverted for a 1-for-4 split
FIL Ltd1,532,174$4.70M0.00%00.0%UnchangedConverted for a 1-for-4 split
Two Sigma Investments, LP1,401,102$4.30M0.01%+705,887+101.5%AddedConverted for a 1-for-4 split
Charles Schwab Investment Management Inc1,387,303$4.26M0.00%+326,748+30.8%AddedConverted for a 1-for-4 split
Marshall Wace, LLP1,377,969$4.23M0.01%−1,194,874−46.4%ReducedConverted for a 1-for-4 split
E Fund Management Co., Ltd.1,342,661$4.12M0.26%+20,919+1.6%AddedConverted for a 1-for-4 split
Cape Ann Asset Management Ltd1,070,932$3.29M2.96%−24,850−2.3%ReducedConverted for a 1-for-4 split
Geode Capital Management, LLC1,016,194$3.10M0.00%+196,538+24.0%AddedConverted for a 1-for-4 split
Mirae Asset Global Investments Co., Ltd.889,775$2.73M0.01%−191,773−17.7%ReducedConverted for a 1-for-4 split
Nomura Holdings Inc883,009$2.71M0.02%+873,734+9,420.3%AddedConverted for a 1-for-4 split
UBS Asset Management Americas Inc841,267$2.58M0.00%−74,974−8.2%ReducedConverted for a 1-for-4 split
Two Sigma Advisers, LP749,466$2.30M0.01%+531,491+243.8%AddedConverted for a 1-for-4 split
Canada Pension Plan Investment Board721,898$2.22M0.00%00.0%UnchangedConverted for a 1-for-4 split
UBS Group AG711,883$2.19M0.00%+302,535+73.9%AddedConverted for a 1-for-4 split
Amundi814,818$2.13M0.00%+814,818New
Millennium Management LLC668,384$2.05M0.00%+517,181+342.0%AddedConverted for a 1-for-4 split
HSBC Holdings PLC550,908$1.69M0.00%+284,419+106.7%AddedConverted for a 1-for-4 split
Bank of America Corp518,669$1.59M0.00%+119,241+29.9%AddedConverted for a 1-for-4 split
Mitsubishi UFJ Trust & Banking Corp473,980$1.46M0.00%−60,916−11.4%ReducedConverted for a 1-for-4 split
Bridgewater Associates, LP445,703$1.37M0.01%−152,445−25.5%ReducedConverted for a 1-for-4 split
Engineers Gate Manager LP436,549$1.34M0.04%+428,775+5,515.1%AddedConverted for a 1-for-4 split
Invesco Ltd.412,479$1.27M0.00%−33,538−7.5%ReducedConverted for a 1-for-4 split
Deutsche Bank AG389,035$1.19M0.00%+22,040+6.0%AddedConverted for a 1-for-4 split
Sumitomo Mitsui Trust Holdings, Inc.346,062$1.06M0.00%00.0%UnchangedConverted for a 1-for-4 split
Cubist Systematic Strategies, LLC342,417$1.05M0.01%+338,848+9,494.2%AddedConverted for a 1-for-4 split
AI-Squared Management Ltd334,350$1.03M1.31%+334,350New
Swiss National Bank330,400$1.01M0.00%+28,875+9.6%AddedConverted for a 1-for-4 split
Lombard Odier Asset Management (Europe) Ltd325,000$997.8K0.07%+175,000+116.7%AddedConverted for a 1-for-4 split
Balyasny Asset Management LLC300,000$921.0K0.00%−213,959−41.6%ReducedConverted for a 1-for-4 split
California Public Employees Retirement System298,672$916.9K0.00%−11,808−3.8%ReducedConverted for a 1-for-4 split
Northern Trust Corp280,348$860.7K0.00%−192,455−40.7%ReducedConverted for a 1-for-4 split
Nuveen Asset Management, LLC270,759$831.2K0.00%+44,475+19.7%AddedConverted for a 1-for-4 split
Barclays PLC263,231$808.1K0.00%−314,861−54.5%ReducedConverted for a 1-for-4 split
Penserra Capital Management LLC259,107$794.0K0.01%−26,213−9.2%ReducedConverted for a 1-for-4 split
JPMorgan Chase & Co255,739$785.1K0.00%−130,910−33.9%ReducedConverted for a 1-for-4 split
Lansdowne Partners (UK) LLP254,265$780.6K0.06%−250,001−49.6%ReducedConverted for a 1-for-4 split
Standard Life Aberdeen plc247,888$761.0K0.00%−9,949−3.9%ReducedConverted for a 1-for-4 split
Citigroup Inc216,087$663.4K0.00%+74,300+52.4%AddedConverted for a 1-for-4 split
AXA S.A.202,229$620.8K0.00%+202,229New
Bank of New York Mellon Corp201,721$619.3K0.00%−250,440−55.4%ReducedConverted for a 1-for-4 split
Old Mission Capital LLC195,483$600.1K0.02%+195,483New
Virtu Financial LLC189,121$581.0K0.05%+184,566+4,052.2%AddedConverted for a 1-for-4 split
E Fund Management (Hong Kong) Co., Ltd.175,786$540.0K0.29%+23,808+15.7%AddedConverted for a 1-for-4 split
Jane Street Group, LLC171,737$527.2K0.00%+151,720+757.9%AddedConverted for a 1-for-4 split
Allianz Asset Management GmbH165,912$509.4K0.00%+154,257+1,323.5%AddedConverted for a 1-for-4 split
Farallon Capital Management, L.L.C.149,999$460.5K0.00%00.0%UnchangedConverted for a 1-for-4 split
Caxton Associates LP146,591$450.0K0.02%−180,170−55.1%ReducedConverted for a 1-for-4 split
Pictet Asset Management Holding SA139,450$428.1K0.00%−152,750−52.3%ReducedConverted for a 1-for-4 split
Thrivent Financial for Lutherans130,350$400.0K0.00%+130,350New
Connor, Clark & Lunn Investment Management Ltd.128,664$395.0K0.00%+128,664New
American Century Companies Inc121,108$371.8K0.00%00.0%UnchangedConverted for a 1-for-4 split
Aviva PLC118,875$364.9K0.00%+17,050+16.7%AddedConverted for a 1-for-4 split
Citadel Advisors LLC117,148$359.6K0.00%−56,432−32.5%ReducedConverted for a 1-for-4 split
Susquehanna International Group, LLP116,662$358.2K0.00%−1,454−1.2%ReducedConverted for a 1-for-4 split
Jump Financial, LLC115,966$356.0K0.01%+115,966New
Profund Advisors LLC113,044$347.0K0.01%+67,729+149.5%AddedConverted for a 1-for-4 split
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.112,919$319.6K0.00%−20,293−15.2%ReducedConverted for a 1-for-4 split
Capstone Investment Advisors, LLC101,924$312.9K0.01%+56,469+124.2%AddedConverted for a 1-for-4 split
Zurcher Kantonalbank (Zurich Cantonalbank)85,001$261.0K0.00%+45,160+113.3%AddedConverted for a 1-for-4 split
Handelsbanken Fonder AB83,625$257.0K0.00%00.0%UnchangedConverted for a 1-for-4 split
Prudential PLC82,226$252.4K0.00%+31,740+62.9%AddedConverted for a 1-for-4 split
British Columbia Investment Management Corp79,425$243.8K0.00%+9,775+14.0%AddedConverted for a 1-for-4 split
APG Asset Management N.V.83,641$232.5K0.00%+62,986+304.9%AddedConverted for a 1-for-4 split
SG Americas Securities, LLC72,510$223.0K0.00%+34,447+90.5%AddedConverted for a 1-for-4 split
Public Sector Pension Investment Board70,125$215.3K0.00%+10,300+17.2%AddedConverted for a 1-for-4 split
Acadian Asset Management LLC59,532$181.0K0.00%+59,532New
Group One Trading, L.P.49,162$150.9K0.00%+18,967+62.8%AddedConverted for a 1-for-4 split
Ethic Inc.48,868$150.0K0.00%+48,868New
Asset Management One Co.,Ltd.37,526$113.0K0.00%−3,429−8.4%ReducedConverted for a 1-for-4 split
Macquarie Group Ltd32,066$98.4K0.00%00.0%UnchangedConverted for a 1-for-4 split
Simplex Trading, LLC32,134$98.0K0.00%−17,227−34.9%ReducedConverted for a 1-for-4 split
Alberta Investment Management Corp31,625$97.1K0.00%00.0%UnchangedConverted for a 1-for-4 split
Daiwa Securities Group Inc.30,375$93.0K0.00%00.0%UnchangedConverted for a 1-for-4 split
Franklin Resources Inc30,178$92.6K0.00%−49,975−62.3%ReducedConverted for a 1-for-4 split
JBF Capital, Inc.30,000$92.1K0.02%+1,250+4.3%AddedConverted for a 1-for-4 split
RBF Capital, LLC22,500$69.1K0.00%00.0%UnchangedConverted for a 1-for-4 split
Nomura Asset Management Co Ltd22,175$68.1K0.00%00.0%UnchangedConverted for a 1-for-4 split
Manufacturers Life Insurance Company, The21,838$67.0K0.00%+2,075+10.5%AddedConverted for a 1-for-4 split
Paragon Capital Management Ltd20,525$63.0K0.01%−6,516−24.1%ReducedConverted for a 1-for-4 split
Ensign Peak Advisors, Inc19,075$58.6K0.00%00.0%UnchangedConverted for a 1-for-4 split
O'Shaughnessy Asset Management, LLC18,824$57.8K0.00%−12,638−40.2%ReducedConverted for a 1-for-4 split
KBC Group NV18,657$57.0K0.00%00.0%UnchangedConverted for a 1-for-4 split
Gulf International Bank (UK) Ltd15,792$48.0K0.00%00.0%UnchangedConverted for a 1-for-4 split
Platinum Investment Management Ltd14,421$44.3K0.00%+9,884+217.9%AddedConverted for a 1-for-4 split
Voya Investment Management LLC13,443$41.3K0.00%−1,462−9.8%ReducedConverted for a 1-for-4 split
Rhumbline Advisers12,374$38.0K0.00%−367−2.9%ReducedConverted for a 1-for-4 split
Yousif Capital Management, LLC12,112$37.2K0.00%00.0%UnchangedConverted for a 1-for-4 split