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
- 95.8M
- +8.47M (+9.7%) vs. Q4 2023
- Total value
- $406.1M
- +$138.4M (+51.7%) 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 | $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, 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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 18 | $76 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 25 | $106 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 38 | $160 | 0.00% | +38 | New |
| Bell Investment Advisors, Inc | 122 | $515 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 132 | $579 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 155 | $654 | 0.00% | +155 | New |
| Harvest Fund Management Co., Ltd | 292 | $1.00K | 0.00% | −3,522−92.3% | Reduced |
| Quadrant Capital Group LLC | 327 | $1.38K | 0.00% | +327 | New |
| Rhumbline Advisers | 805 | $3.40K | 0.00% | −11,569−93.5% | Reduced |
| Farther Finance Advisors, LLC | 1,367 | $6.00K | 0.00% | +1,107+425.8% | Added |
| Barclays PLC | 2,530 | $10.7K | 0.00% | −260,701−99.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,813 | $16.1K | 0.00% | +3,813 | New |
| Headlands Technologies LLC | 4,744 | $20.0K | 0.00% | +1,254+35.9% | Added |
| Storebrand Asset Management AS | 5,088 | $21.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 6,132 | $26.0K | 0.00% | +4,511+278.3% | Added |
| Royal Bank of Canada | 7,484 | $32.0K | 0.00% | +2,502+50.2% | Added |
| Point72 (DIFC) Ltd | 8,085 | $34.1K | 0.00% | +8,085 | New |
| US Bancorp | 8,946 | $37.8K | 0.00% | +8,946 | New |
| Cerity Partners LLC | 10,077 | $42.5K | 0.00% | +10,077 | New |
| Nomura Holdings Inc | 10,459 | $44.1K | 0.00% | −872,550−98.8% | Reduced |
| Wolverine Trading, LLC | 10,541 | $44.5K | 0.00% | +494+4.9% | Added |
| Tower Research Capital LLC (TRC) | 10,713 | $45.2K | 0.00% | +4,817+81.7% | Added |
| Comerica Bank | 10,940 | $46.2K | 0.00% | −1,172−9.7% | Reduced |
| Ameriprise Financial Inc | 11,135 | $47.0K | 0.00% | +11,135 | New |
| Platinum Investment Management Ltd | 11,394 | $48.1K | 0.00% | −3,027−21.0% | Reduced |
| Wealthstream Advisors, Inc. | 12,801 | $54.0K | 0.02% | +12,801 | New |
| Vident Advisory, LLC | 13,101 | $55.3K | 0.00% | +13,101 | New |
| Nomura Asset Management Co Ltd | 13,900 | $58.7K | 0.00% | −8,275−37.3% | Reduced |
| Sequoia Financial Advisors, LLC | 14,311 | $60.4K | 0.00% | +14,311 | New |
| Mariner, LLC | 14,533 | $61.3K | 0.00% | +14,533 | New |
| PFG Investments, LLC | 18,000 | $76.0K | 0.00% | +18,000 | New |
| PDS Planning, Inc | 18,429 | $77.8K | 0.01% | +18,429 | New |
| KBC Group NV | 18,657 | $79.0K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 18,926 | $79.9K | 0.00% | −18,600−49.6% | Reduced |
| Ensign Peak Advisors, Inc | 19,075 | $80.5K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 20,525 | $86.6K | 0.02% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 21,101 | $89.0K | 0.00% | +21,101 | New |
| Diversified Trust Co | 21,911 | $92.5K | 0.00% | +21,911 | New |
| The PNC Financial Services Group, Inc. | 22,454 | $94.8K | 0.00% | +22,308+15,279.5% | Added |
| RBF Capital, LLC | 22,500 | $95.0K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 24,775 | $104.6K | 0.00% | −114,675−82.2% | Reduced |
| FMR LLC | 25,501 | $107.6K | 0.00% | +19,954+359.7% | Added |
| Manufacturers Life Insurance Company, The | 25,916 | $109.4K | 0.00% | +4,078+18.7% | Added |
| Walleye Trading LLC | 26,271 | $110.9K | 0.00% | +26,271 | New |
| DGS Capital Management, LLC | 26,274 | $110.9K | 0.03% | +26,274 | New |
| Capstone Investment Advisors, LLC | 34,067 | $143.8K | 0.00% | −67,857−66.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 35,058 | $148.1K | 0.00% | −854,717−96.1% | Reduced |
| Cubist Systematic Strategies, LLC | 36,520 | $154.1K | 0.00% | −305,897−89.3% | Reduced |
| Deutsche Bank AG | 38,845 | $163.9K | 0.00% | −350,190−90.0% | Reduced |
| Maven Securities LTD | 40,000 | $168.8K | 0.01% | +40,000 | New |
| Simplex Trading, LLC | 40,105 | $169.0K | 0.00% | +7,971+24.8% | Added |
| Bayesian Capital Management, LP | 42,221 | $178.2K | 0.02% | +42,221 | New |
| Pinnacle Wealth Planning Services, Inc. | 45,991 | $194.1K | 0.03% | +45,991 | New |
| LMR Partners LLP | 50,149 | $211.6K | 0.01% | +50,149 | New |
| Franklin Resources Inc | 50,323 | $212.4K | 0.00% | +20,145+66.8% | Added |
| Tudor Investment Corp Et Al | 51,446 | $217.1K | 0.00% | +51,446 | New |
| Amundi | 51,272 | $218.9K | 0.00% | −763,546−93.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 53,754 | $226.8K | 0.00% | −74,910−58.2% | Reduced |
| APG Asset Management N.V. | 59,241 | $231.5K | 0.00% | −24,400−29.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 58,561 | $247.1K | 0.02% | +58,561 | New |
| Balyasny Asset Management LLC | 60,808 | $256.6K | 0.00% | −239,192−79.7% | Reduced |
| Daiwa Securities Group Inc. | 63,875 | $270.0K | 0.00% | +33,500+110.3% | Added |
| Susquehanna International Group, LLP | 67,273 | $283.9K | 0.00% | −49,389−42.3% | Reduced |
| Point72 Hong Kong Ltd | 71,795 | $303.0K | 0.02% | +71,795 | New |
| UBS Group AG | 71,970 | $303.7K | 0.00% | −639,913−89.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 75,707 | $319.5K | 0.08% | +75,707 | New |
| XTX Topco Ltd | 76,259 | $321.8K | 0.04% | +76,259 | New |
| Schonfeld Strategic Advisors LLC | 76,900 | $324.5K | 0.00% | +76,900 | New |
| Banco BTG Pactual S.A. | 77,200 | $325.8K | 0.10% | +77,200 | New |
| Handelsbanken Fonder AB | 83,625 | $353.0K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 84,123 | $355.0K | 0.00% | −757,144−90.0% | Reduced |
| Geode Capital Management, LLC | 92,165 | $388.9K | 0.00% | −924,029−90.9% | Reduced |
| BNP Paribas Arbitrage, SA | 102,815 | $433.9K | 0.00% | +102,815 | New |
| Neuberger Berman Group LLC | 104,735 | $442.0K | 0.00% | +104,735 | New |
| Ethic Inc. | 114,601 | $483.6K | 0.01% | +65,733+134.5% | Added |
| American Century Companies Inc | 121,429 | $512.4K | 0.00% | +321+0.3% | Added |
| Profund Advisors LLC | 126,022 | $531.8K | 0.02% | +12,978+11.5% | Added |
| JPMorgan Chase & Co | 139,391 | $588.2K | 0.00% | −116,348−45.5% | Reduced |
| Farallon Capital Management, L.L.C. | 149,999 | $633.0K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 152,700 | $644.4K | 0.00% | −118,059−43.6% | Reduced |
| Northern Trust Corp | 167,572 | $707.2K | 0.00% | −112,776−40.2% | Reduced |
| Citigroup Inc | 164,482 | $730.6K | 0.00% | −51,605−23.9% | Reduced |
| SEI Investments Co | 188,784 | $796.7K | 0.00% | +188,784 | New |
| New York State Common Retirement Fund | 221,574 | $935.0K | 0.00% | +220,869+31,328.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 224,628 | $947.9K | 0.00% | +224,628 | New |
| Jupiter Asset Management Ltd | 234,100 | $987.9K | 0.01% | +234,100 | New |
| Marshall Wace, LLP | 235,569 | $994.1K | 0.00% | −1,142,400−82.9% | Reduced |
| Penserra Capital Management LLC | 236,262 | $996.0K | 0.01% | −22,845−8.8% | Reduced |
| AI-Squared Management Ltd | 244,650 | $1.03M | 0.95% | −89,700−26.8% | Reduced |
| California Public Employees Retirement System | 289,155 | $1.22M | 0.00% | −9,517−3.2% | Reduced |
| JBF Capital, Inc. | 305,000 | $1.29M | 0.21% | +275,000+916.7% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 350,000 | $1.48M | 0.09% | +25,000+7.7% | Added |
| Goldman Sachs Group Inc | 397,091 | $1.68M | 0.00% | −2,623,424−86.9% | Reduced |
| Allianz Asset Management GmbH | 434,040 | $1.83M | 0.00% | +268,128+161.6% | Added |
| Quadrature Capital Ltd | 442,054 | $1.87M | 0.03% | +442,054 | New |
| Standard Life Aberdeen plc | 456,512 | $1.93M | 0.00% | +208,624+84.2% | Added |
| Citadel Advisors LLC | 502,352 | $2.12M | 0.00% | +385,204+328.8% | Added |
| Millennium Management LLC | 518,207 | $2.19M | 0.00% | −150,177−22.5% | Reduced |
| Wexford Capital LP | 568,141 | $2.40M | 0.49% | +568,141 | New |
| Russell Investments Group, Ltd. | 619,398 | $2.65M | 0.00% | +619,398 | New |