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, Q1 2024
Institutional positions in Lufax Holding Ltd as of Mar 31, 2024. 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
- 129
- +8 vs. Q4 2023
- Shares held
- 108.4M
- +18.9M (+21.2%) vs. Q4 2023
- Total value
- $459.3M
- +$185.0M (+67.5%) vs. Q4 2023
- New holders
- 41
- 36 more added
- Sold out
- 33
- 41 more reduced
Compare with Q4 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 | $213.0M |
| Q3 2025 | 89 | $353.9M |
| Q2 2025 | 98 | $277.8M |
| Q1 2025 | 103 | $286.0M |
| Q4 2024 | 103 | $205.3M |
| Q3 2024 | 116 | $300.7M |
| Q2 2024 | 113 | $216.8M |
| Q1 2024 | 129 | $459.3M |
| Q4 2023 | 121 | $274.2M |
| Q3 2023 | 146 | $406.5M |
| Q2 2023 | 155 | $570.2M |
| Q1 2023 | 172 | $886.8M |
| Q4 2022 | 166 | $809.3M |
| Q3 2022 | 155 | $920.0M |
| Q2 2022 | 163 | $2.21B |
| Q1 2022 | 140 | $1.94B |
| Q4 2021 | 132 | $1.66B |
| Q3 2021 | 128 | $1.85B |
| Q2 2021 | 144 | $2.62B |
| Q1 2021 | 119 | $2.48B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Lufax Holding Ltd; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 18,704,274 | $78.9M | 0.00% | +15,331,162+454.5% | Added |
| Baillie Gifford & Co | 12,089,786 | $51.0M | 0.04% | +6,012,562+98.9% | Added |
| Krane Funds Advisors LLC | 7,818,378 | $34.8M | 1.43% | +168,243+2.2% | Added |
| Yunqi Capital Ltd | 7,092,640 | $29.9M | 20.69% | +2,002,873+39.4% | Added |
| Vanguard Group Inc | 6,714,782 | $28.3M | 0.00% | −357,994−5.1% | Reduced |
| BlackRock Inc. | 4,547,024 | $19.2M | 0.00% | −3,377,427−42.6% | Reduced |
| FIL Ltd | 3,938,045 | $16.6M | 0.02% | +2,405,871+157.0% | Added |
| Two Sigma Advisers, LP | 3,170,666 | $13.4M | 0.03% | +2,421,200+323.1% | Added |
| Acadian Asset Management LLC | 3,036,225 | $12.8M | 0.04% | +2,976,693+5,000.2% | Added |
| Two Sigma Investments, LP | 2,931,291 | $12.4M | 0.03% | +1,530,189+109.2% | Added |
| BIT Capital GmbH | 2,536,784 | $10.7M | 0.95% | +2,536,784 | New |
| Renaissance Technologies LLC | 2,536,194 | $10.7M | 0.02% | +90,200+3.7% | Added |
| Credit Suisse AG | 2,439,103 | $10.3M | 0.01% | −1,379,656−36.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,221,847 | $9.38M | 0.02% | −1,635,548−42.4% | Reduced |
| State Street Corp | 1,966,982 | $8.30M | 0.00% | −1,834,559−48.3% | Reduced |
| Point72 Asset Management, L.P. | 1,946,500 | $8.21M | 0.02% | +1,946,500 | New |
| Charles Schwab Investment Management Inc | 1,801,810 | $7.60M | 0.00% | +414,507+29.9% | Added |
| Jane Street Group, LLC | 1,502,528 | $6.34M | 0.01% | +1,330,791+774.9% | Added |
| Arrowstreet Capital, Limited Partnership | 1,467,718 | $6.19M | 0.01% | +1,467,718 | New |
| Bamco Inc | 1,453,122 | $6.13M | 0.02% | −3,153,098−68.5% | Reduced |
| D. E. Shaw & Co., Inc. | 1,211,831 | $5.11M | 0.01% | −424,957−26.0% | Reduced |
| E Fund Management Co., Ltd. | 1,176,445 | $4.96M | 0.31% | −166,216−12.4% | Reduced |
| Bank of America Corp | 1,151,666 | $4.86M | 0.00% | +632,997+122.0% | Added |
| Cape Ann Asset Management Ltd | 1,070,730 | $4.52M | 4.02% | −2020.0% | Reduced |
| Canada Pension Plan Investment Board | 1,017,300 | $4.29M | 0.00% | +295,402+40.9% | Added |
| HRT Financial LP | 861,185 | $3.63M | 0.02% | +861,185 | New |
| HSBC Holdings PLC | 652,704 | $2.75M | 0.00% | +101,796+18.5% | Added |
| Legal & General Group Plc | 651,620 | $2.75M | 0.00% | −895,611−57.9% | Reduced |
| Invesco Ltd. | 633,787 | $2.67M | 0.00% | +221,308+53.7% | Added |
| Russell Investments Group, Ltd. | 619,398 | $2.65M | 0.00% | +619,398 | New |
| Wexford Capital LP | 568,141 | $2.40M | 0.49% | +568,141 | New |
| Millennium Management LLC | 518,207 | $2.19M | 0.00% | −150,177−22.5% | Reduced |
| Citadel Advisors LLC | 502,352 | $2.12M | 0.00% | +385,204+328.8% | Added |
| Standard Life Aberdeen plc | 456,512 | $1.93M | 0.00% | +208,624+84.2% | Added |
| Quadrature Capital Ltd | 442,054 | $1.87M | 0.03% | +442,054 | New |
| Allianz Asset Management GmbH | 434,040 | $1.83M | 0.00% | +268,128+161.6% | Added |
| Goldman Sachs Group Inc | 397,091 | $1.68M | 0.00% | −2,623,424−86.9% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 350,000 | $1.48M | 0.09% | +25,000+7.7% | Added |
| JBF Capital, Inc. | 305,000 | $1.29M | 0.21% | +275,000+916.7% | Added |
| California Public Employees Retirement System | 289,155 | $1.22M | 0.00% | −9,517−3.2% | Reduced |
| JPMorgan Chase & Co | 278,782 | $1.18M | 0.00% | −232,696−45.5% | Reduced |
| AI-Squared Management Ltd | 244,650 | $1.03M | 0.95% | −89,700−26.8% | Reduced |
| Penserra Capital Management LLC | 236,262 | $996.0K | 0.01% | −22,845−8.8% | Reduced |
| Marshall Wace, LLP | 235,569 | $994.1K | 0.00% | −1,142,400−82.9% | Reduced |
| Jupiter Asset Management Ltd | 234,100 | $987.9K | 0.01% | +234,100 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 224,628 | $947.9K | 0.00% | +224,628 | New |
| New York State Common Retirement Fund | 221,574 | $935.0K | 0.00% | +220,869+31,328.9% | Added |
| SEI Investments Co | 188,784 | $796.7K | 0.00% | +188,784 | New |
| Citigroup Inc | 164,482 | $730.6K | 0.00% | −51,605−23.9% | Reduced |
| Northern Trust Corp | 167,572 | $707.2K | 0.00% | −112,776−40.2% | Reduced |
| Nuveen Asset Management, LLC | 152,700 | $644.4K | 0.00% | −118,059−43.6% | Reduced |
| Farallon Capital Management, L.L.C. | 149,999 | $633.0K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 126,022 | $531.8K | 0.02% | +12,978+11.5% | Added |
| American Century Companies Inc | 121,429 | $512.4K | 0.00% | +321+0.3% | Added |
| Ethic Inc. | 114,601 | $483.6K | 0.01% | +65,733+134.5% | Added |
| Neuberger Berman Group LLC | 104,735 | $442.0K | 0.00% | +104,735 | New |
| BNP Paribas Arbitrage, SA | 102,815 | $433.9K | 0.00% | +102,815 | New |
| Geode Capital Management, LLC | 92,165 | $388.9K | 0.00% | −924,029−90.9% | Reduced |
| UBS Asset Management Americas Inc | 84,123 | $355.0K | 0.00% | −757,144−90.0% | Reduced |
| Handelsbanken Fonder AB | 83,625 | $353.0K | 0.00% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 77,200 | $325.8K | 0.10% | +77,200 | New |
| Schonfeld Strategic Advisors LLC | 76,900 | $324.5K | 0.00% | +76,900 | New |
| XTX Topco Ltd | 76,259 | $321.8K | 0.04% | +76,259 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 75,707 | $319.5K | 0.08% | +75,707 | New |
| UBS Group AG | 71,970 | $303.7K | 0.00% | −639,913−89.9% | Reduced |
| Point72 Hong Kong Ltd | 71,795 | $303.0K | 0.02% | +71,795 | New |
| Susquehanna International Group, LLP | 67,273 | $283.9K | 0.00% | −49,389−42.3% | Reduced |
| Daiwa Securities Group Inc. | 63,875 | $270.0K | 0.00% | +33,500+110.3% | Added |
| Balyasny Asset Management LLC | 60,808 | $256.6K | 0.00% | −239,192−79.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 58,561 | $247.1K | 0.02% | +58,561 | New |
| APG Asset Management N.V. | 59,241 | $231.5K | 0.00% | −24,400−29.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 53,754 | $226.8K | 0.00% | −74,910−58.2% | Reduced |
| Amundi | 51,272 | $218.9K | 0.00% | −763,546−93.7% | Reduced |
| Tudor Investment Corp Et Al | 51,446 | $217.1K | 0.00% | +51,446 | New |
| Franklin Resources Inc | 50,323 | $212.4K | 0.00% | +20,145+66.8% | Added |
| LMR Partners LLP | 50,149 | $211.6K | 0.01% | +50,149 | New |
| Pinnacle Wealth Planning Services, Inc. | 45,991 | $194.1K | 0.03% | +45,991 | New |
| Bayesian Capital Management, LP | 42,221 | $178.2K | 0.02% | +42,221 | New |
| Simplex Trading, LLC | 40,105 | $169.0K | 0.00% | +7,971+24.8% | Added |
| Maven Securities LTD | 40,000 | $168.8K | 0.01% | +40,000 | New |
| Deutsche Bank AG | 38,845 | $163.9K | 0.00% | −350,190−90.0% | Reduced |
| Cubist Systematic Strategies, LLC | 36,520 | $154.1K | 0.00% | −305,897−89.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 35,058 | $148.1K | 0.00% | −854,717−96.1% | Reduced |
| Capstone Investment Advisors, LLC | 34,067 | $143.8K | 0.00% | −67,857−66.6% | Reduced |
| DGS Capital Management, LLC | 26,274 | $110.9K | 0.03% | +26,274 | New |
| Walleye Trading LLC | 26,271 | $110.9K | 0.00% | +26,271 | New |
| Manufacturers Life Insurance Company, The | 25,916 | $109.4K | 0.00% | +4,078+18.7% | Added |
| FMR LLC | 25,501 | $107.6K | 0.00% | +19,954+359.7% | Added |
| Pictet Asset Management Holding SA | 24,775 | $104.6K | 0.00% | −114,675−82.2% | Reduced |
| RBF Capital, LLC | 22,500 | $95.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 22,454 | $94.8K | 0.00% | +22,308+15,279.5% | Added |
| Diversified Trust Co | 21,911 | $92.5K | 0.00% | +21,911 | New |
| CI Private Wealth, LLC | 21,101 | $89.0K | 0.00% | +21,101 | New |
| Paragon Capital Management Ltd | 20,525 | $86.6K | 0.02% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 19,075 | $80.5K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 18,926 | $79.9K | 0.00% | −18,600−49.6% | Reduced |
| KBC Group NV | 18,657 | $79.0K | 0.00% | 00.0% | Unchanged |
| PDS Planning, Inc | 18,429 | $77.8K | 0.01% | +18,429 | New |
| PFG Investments, LLC | 18,000 | $76.0K | 0.00% | +18,000 | New |
| Mariner, LLC | 14,533 | $61.3K | 0.00% | +14,533 | New |