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 |
|---|---|---|---|---|---|
| Invesco Ltd. | 633,787 | $2.67M | 0.00% | +221,308+53.7% | Added |
| Legal & General Group Plc | 651,620 | $2.75M | 0.00% | −895,611−57.9% | Reduced |
| HSBC Holdings PLC | 652,704 | $2.75M | 0.00% | +101,796+18.5% | Added |
| HRT Financial LP | 861,185 | $3.63M | 0.02% | +861,185 | New |
| Canada Pension Plan Investment Board | 1,017,300 | $4.29M | 0.00% | +295,402+40.9% | Added |
| Cape Ann Asset Management Ltd | 1,070,730 | $4.52M | 4.02% | −2020.0% | Reduced |
| Bank of America Corp | 1,151,666 | $4.86M | 0.00% | +632,997+122.0% | Added |
| E Fund Management Co., Ltd. | 1,176,445 | $4.96M | 0.31% | −166,216−12.4% | Reduced |
| D. E. Shaw & Co., Inc. | 1,211,831 | $5.11M | 0.01% | −424,957−26.0% | Reduced |
| Bamco Inc | 1,453,122 | $6.13M | 0.02% | −3,153,098−68.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,467,718 | $6.19M | 0.01% | +1,467,718 | New |
| Jane Street Group, LLC | 1,502,528 | $6.34M | 0.01% | +1,330,791+774.9% | Added |
| Charles Schwab Investment Management Inc | 1,801,810 | $7.60M | 0.00% | +414,507+29.9% | Added |
| Point72 Asset Management, L.P. | 1,946,500 | $8.21M | 0.02% | +1,946,500 | New |
| State Street Corp | 1,966,982 | $8.30M | 0.00% | −1,834,559−48.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,221,847 | $9.38M | 0.02% | −1,635,548−42.4% | Reduced |
| Credit Suisse AG | 2,439,103 | $10.3M | 0.01% | −1,379,656−36.1% | Reduced |
| Renaissance Technologies LLC | 2,536,194 | $10.7M | 0.02% | +90,200+3.7% | Added |
| BIT Capital GmbH | 2,536,784 | $10.7M | 0.95% | +2,536,784 | New |
| Two Sigma Investments, LP | 2,931,291 | $12.4M | 0.03% | +1,530,189+109.2% | Added |
| Acadian Asset Management LLC | 3,036,225 | $12.8M | 0.04% | +2,976,693+5,000.2% | Added |
| Two Sigma Advisers, LP | 3,170,666 | $13.4M | 0.03% | +2,421,200+323.1% | Added |
| FIL Ltd | 3,938,045 | $16.6M | 0.02% | +2,405,871+157.0% | Added |
| BlackRock Inc. | 4,547,024 | $19.2M | 0.00% | −3,377,427−42.6% | Reduced |
| Morgan Stanley | 6,234,758 | $26.3M | 0.00% | +4,548,202+269.7% | Added |
| Vanguard Group Inc | 6,714,782 | $28.3M | 0.00% | −357,994−5.1% | Reduced |
| Yunqi Capital Ltd | 7,092,640 | $29.9M | 20.69% | +2,002,873+39.4% | Added |
| Krane Funds Advisors LLC | 7,818,378 | $34.8M | 1.43% | +168,243+2.2% | Added |
| Baillie Gifford & Co | 12,089,786 | $51.0M | 0.04% | +6,012,562+98.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −473,980−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −445,703−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −436,549−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −346,062−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −330,400−100.0% | Sold out |
| Lansdowne Partners (UK) LLP | 0 | $0 | 0.00% | −254,265−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −202,229−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −201,721−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −195,483−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −189,121−100.0% | Sold out |
| E Fund Management (Hong Kong) Co., Ltd. | 0 | $0 | 0.00% | −175,786−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −146,591−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −130,350−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −118,875−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −115,966−100.0% | Sold out |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 0 | $0 | 0.00% | −112,919−100.0% | Sold out |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −85,001−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −82,226−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −79,425−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −72,510−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −70,125−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −49,162−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −32,066−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −31,625−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −18,824−100.0% | Sold out |
| Gulf International Bank (UK) Ltd | 0 | $0 | 0.00% | −15,792−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −13,443−100.0% | Sold out |
| Yousif Capital Management, LLC | 0 | $0 | 0.00% | −12,112−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −8,452−100.0% | Sold out |
| Degroof Petercam Asset Management | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −2,066−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −1,708−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −21−100.0% | Sold out |