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Livermore
Livermore
ZHEN

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.

Q4 2023 vs. Q3 2023

How the institutions holding Lufax Holding Ltd changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of LU: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders1462121−23
SharesConverted for a 1-for-4 split95.9M17.8K87.3M−8.52M (−8.9%)
Value$406.5M$75.5K$267.7M−$138.7M (−34.1%)

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (15)

Institutions that held Lufax Holding Ltd at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to LU in Q4 2023
InstitutionSharesValue% of portfolio
Amundi814,818$2.13M0.00%
AI-Squared Management Ltd334,350$1.03M1.31%
AXA S.A.202,229$620.8K0.00%
Old Mission Capital LLC195,483$600.1K0.02%
Thrivent Financial for Lutherans130,350$400.0K0.00%
Connor, Clark & Lunn Investment Management Ltd.128,664$395.0K0.00%
Jump Financial, LLC115,966$356.0K0.01%
Acadian Asset Management LLC59,532$181.0K0.00%
Ethic Inc.48,868$150.0K0.00%
Comerica Bank12,112$37.2K0.00%
Degroof Petercam Asset Management5,000$15.3K0.00%
Headlands Technologies LLC3,490$10.7K0.00%
Ronald Blue Trust, Inc.1,708$2.00K0.00%
Farther Finance Advisors, LLC260$7980.00%
EverSource Wealth Advisors, LLC132$4050.00%

Sold out (38)

Institutions that held Lufax Holding Ltd at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of LU in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Polunin Capital Partners Ltd13,278,100$14.1M
Norges Bank12,953,763$13.7M
Alpha Square Group S, LLC10,240,241$10.9M
TT International Asset Management LTD6,489,395$6.88M
Schroder Investment Management Group5,475,708$5.80M
Wellington Management Group LLP4,481,980$4.75M
Capital Research Global Investors2,453,939$2.60M
Andra AP-fonden2,048,600$2.17M
Arrowstreet Capital, Limited Partnership1,955,839$2.07M
Quadrature Capital Ltd1,077,106$1.14M
Great West Life Assurance Co880,412$933.0K
Artisan Partners Limited Partnership880,146$933.0K
Renaissance Capital LLC345,982$366.7K
Driehaus Capital Management LLC276,583$293.2K
California State Teachers Retirement System196,096$207.9K
State of New Jersey Common Pension Fund D169,216$179.4K
Point72 Asset Management, L.P.144,160$152.8K
Two Sigma Securities, LLC141,009$149.5K
Principal Financial Group Inc81,690$86.6K
JustInvest LLC70,732$75.0K
Van Eck Associates Corp45,030$48.0K
DGS Capital Management, LLC38,379$40.7K
Ameriprise Financial Inc37,781$40.0K
Russell Investments Group, Ltd.37,300$39.5K
Mariner, LLC35,538$37.7K
Vident Advisory, LLC34,849$36.9K
Prudential Financial Inc34,170$36.2K
PEAK6 Investments LLC33,846$35.9K
IFM Investors Pty Ltd31,310$33.2K
Price T Rowe Associates Inc22,800$25.0K
Sumitomo Mitsui DS Asset Management Company, Ltd18,837$20.0K
GTS Securities LLC16,682$17.7K
Guggenheim Capital LLC14,929$15.8K
Cigna Investments Inc12,823$14.0K
CIBC Asset Management Inc12,865$13.6K
Triumph Capital Management10,864$11.5K
Quantbot Technologies LP849$900
Toronto Dominion Bank132$140

Not filed for Q4 2023 yet (2)

Institutions that held Lufax Holding Ltd at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LU in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Virginia Retirement Systems Et Al59,500$63.1K
Advisor Partners II, LLC11,681$12.4K