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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.

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
Cutler Group LP21$00.00%−0−1.2%ReducedConverted for a 1-for-4 split
Federation des caisses Desjardins du Quebec18$550.00%−1−4.0%ReducedConverted for a 1-for-4 split
Wells Fargo & Company25$770.00%00.0%UnchangedConverted for a 1-for-4 split
Bell Investment Advisors, Inc122$3750.00%−1−1.0%ReducedConverted for a 1-for-4 split
EverSource Wealth Advisors, LLC132$4050.00%+132New
The PNC Financial Services Group, Inc.146$4480.00%−1,143−88.7%ReducedConverted for a 1-for-4 split
Farther Finance Advisors, LLC260$7980.00%+260New
Ronald Blue Trust, Inc.1,708$2.00K0.00%+1,708New
New York State Common Retirement Fund705$2.16K0.00%+102+17.0%AddedConverted for a 1-for-4 split
CWM, LLC1,621$5.00K0.00%+1,393+609.4%AddedConverted for a 1-for-4 split
American International Group, Inc.2,066$6.34K0.00%00.0%UnchangedConverted for a 1-for-4 split
Headlands Technologies LLC3,490$10.7K0.00%+3,490New
Harvest Fund Management Co., Ltd3,814$12.0K0.00%−159,758−97.7%ReducedConverted for a 1-for-4 split
Royal Bank of Canada4,982$15.0K0.00%−9,879−66.5%ReducedConverted for a 1-for-4 split
Degroof Petercam Asset Management5,000$15.3K0.00%+5,000New
Storebrand Asset Management AS5,088$15.6K0.00%−2,833−35.8%ReducedConverted for a 1-for-4 split
FMR LLC5,547$17.0K0.00%+4,874+724.2%AddedConverted for a 1-for-4 split
Tower Research Capital LLC (TRC)5,896$18.1K0.00%−14,989−71.8%ReducedConverted for a 1-for-4 split
DekaBank Deutsche Girozentrale8,452$25.0K0.00%+846+11.1%AddedConverted for a 1-for-4 split
Wolverine Trading, LLC10,047$30.8K0.00%+1,513+17.7%AddedConverted for a 1-for-4 split
Yousif Capital Management, LLC12,112$37.2K0.00%00.0%UnchangedConverted for a 1-for-4 split
Comerica Bank12,112$37.2K0.00%+12,112New
Rhumbline Advisers12,374$38.0K0.00%−367−2.9%ReducedConverted 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
Platinum Investment Management Ltd14,421$44.3K0.00%+9,884+217.9%AddedConverted for a 1-for-4 split
Gulf International Bank (UK) Ltd15,792$48.0K0.00%00.0%UnchangedConverted for a 1-for-4 split
KBC Group NV18,657$57.0K0.00%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
Ensign Peak Advisors, Inc19,075$58.6K0.00%00.0%UnchangedConverted 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
Manufacturers Life Insurance Company, The21,838$67.0K0.00%+2,075+10.5%AddedConverted for a 1-for-4 split
Nomura Asset Management Co Ltd22,175$68.1K0.00%00.0%UnchangedConverted for a 1-for-4 split
RBF Capital, LLC22,500$69.1K0.00%00.0%UnchangedConverted 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
Franklin Resources Inc30,178$92.6K0.00%−49,975−62.3%ReducedConverted for a 1-for-4 split
Daiwa Securities Group Inc.30,375$93.0K0.00%00.0%UnchangedConverted for a 1-for-4 split
Alberta Investment Management Corp31,625$97.1K0.00%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
Macquarie Group Ltd32,066$98.4K0.00%00.0%UnchangedConverted for a 1-for-4 split
Asset Management One Co.,Ltd.37,526$113.0K0.00%−3,429−8.4%ReducedConverted for a 1-for-4 split
Ethic Inc.48,868$150.0K0.00%+48,868New
Group One Trading, L.P.49,162$150.9K0.00%+18,967+62.8%AddedConverted for a 1-for-4 split
Acadian Asset Management LLC59,532$181.0K0.00%+59,532New
Public Sector Pension Investment Board70,125$215.3K0.00%+10,300+17.2%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
APG Asset Management N.V.83,641$232.5K0.00%+62,986+304.9%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
Prudential PLC82,226$252.4K0.00%+31,740+62.9%AddedConverted for a 1-for-4 split
Handelsbanken Fonder AB83,625$257.0K0.00%00.0%UnchangedConverted 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
Capstone Investment Advisors, LLC101,924$312.9K0.01%+56,469+124.2%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
Profund Advisors LLC113,044$347.0K0.01%+67,729+149.5%AddedConverted for a 1-for-4 split
Jump Financial, LLC115,966$356.0K0.01%+115,966New
Susquehanna International Group, LLP116,662$358.2K0.00%−1,454−1.2%ReducedConverted for a 1-for-4 split
Citadel Advisors LLC117,148$359.6K0.00%−56,432−32.5%ReducedConverted for a 1-for-4 split
Aviva PLC118,875$364.9K0.00%+17,050+16.7%AddedConverted for a 1-for-4 split
American Century Companies Inc121,108$371.8K0.00%00.0%UnchangedConverted for a 1-for-4 split
Connor, Clark & Lunn Investment Management Ltd.128,664$395.0K0.00%+128,664New
Thrivent Financial for Lutherans130,350$400.0K0.00%+130,350New
Pictet Asset Management Holding SA139,450$428.1K0.00%−152,750−52.3%ReducedConverted for a 1-for-4 split
Caxton Associates LP146,591$450.0K0.02%−180,170−55.1%ReducedConverted 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
Allianz Asset Management GmbH165,912$509.4K0.00%+154,257+1,323.5%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
E Fund Management (Hong Kong) Co., Ltd.175,786$540.0K0.29%+23,808+15.7%AddedConverted for a 1-for-4 split
Virtu Financial LLC189,121$581.0K0.05%+184,566+4,052.2%AddedConverted for a 1-for-4 split
Old Mission Capital LLC195,483$600.1K0.02%+195,483New
Bank of New York Mellon Corp201,721$619.3K0.00%−250,440−55.4%ReducedConverted for a 1-for-4 split
AXA S.A.202,229$620.8K0.00%+202,229New
Citigroup Inc216,087$663.4K0.00%+74,300+52.4%AddedConverted 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
Lansdowne Partners (UK) LLP254,265$780.6K0.06%−250,001−49.6%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
Penserra Capital Management LLC259,107$794.0K0.01%−26,213−9.2%ReducedConverted for a 1-for-4 split
Barclays PLC263,231$808.1K0.00%−314,861−54.5%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
Northern Trust Corp280,348$860.7K0.00%−192,455−40.7%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
Balyasny Asset Management LLC300,000$921.0K0.00%−213,959−41.6%ReducedConverted 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
Swiss National Bank330,400$1.01M0.00%+28,875+9.6%AddedConverted for a 1-for-4 split
AI-Squared Management Ltd334,350$1.03M1.31%+334,350New
Cubist Systematic Strategies, LLC342,417$1.05M0.01%+338,848+9,494.2%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
Deutsche Bank AG389,035$1.19M0.00%+22,040+6.0%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
Engineers Gate Manager LP436,549$1.34M0.04%+428,775+5,515.1%AddedConverted for a 1-for-4 split
Bridgewater Associates, LP445,703$1.37M0.01%−152,445−25.5%ReducedConverted 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
Bank of America Corp518,669$1.59M0.00%+119,241+29.9%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
Millennium Management LLC668,384$2.05M0.00%+517,181+342.0%AddedConverted for a 1-for-4 split
Amundi814,818$2.13M0.00%+814,818New
UBS Group AG711,883$2.19M0.00%+302,535+73.9%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
Two Sigma Advisers, LP749,466$2.30M0.01%+531,491+243.8%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
Nomura Holdings Inc883,009$2.71M0.02%+873,734+9,420.3%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