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, Q2 2024
Institutional positions in Lufax Holding Ltd as of Jun 30, 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
- 113
- −15 vs. Q1 2024
- Shares held
- 89.5M
- −3.84M (−4.1%) vs. Q1 2024
- Total value
- $216.7M
- −$179.1M (−45.3%) vs. Q1 2024
- New holders
- 23
- 30 more added
- Sold out
- 38
- 42 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Lufax Holding Ltd; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 14,011,971 | $33.2M | 0.03% | +1,922,185+15.9% | Added |
| Krane Funds Advisors LLC | 8,774,643 | $20.8M | 0.88% | +956,265+12.2% | Added |
| Yunqi Capital Ltd | 7,098,040 | $16.8M | 10.64% | +5,400+0.1% | Added |
| Vanguard Group Inc | 6,866,166 | $16.3M | 0.00% | +151,384+2.3% | Added |
| State Street Corp | 4,805,603 | $15.9M | 0.00% | +2,838,621+144.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 6,562,804 | $15.6M | 0.04% | +6,562,804 | New |
| BlackRock Inc. | 4,681,571 | $11.1M | 0.00% | +134,547+3.0% | Added |
| FIL Ltd | 4,408,778 | $10.4M | 0.01% | +470,733+12.0% | Added |
| BIT Capital GmbH | 3,585,728 | $8.50M | 0.77% | +1,048,944+41.3% | Added |
| Two Sigma Advisers, LP | 3,060,941 | $7.25M | 0.02% | −109,725−3.5% | Reduced |
| Two Sigma Investments, LP | 2,980,553 | $7.06M | 0.02% | +49,262+1.7% | Added |
| Renaissance Technologies LLC | 2,688,219 | $6.37M | 0.01% | +152,025+6.0% | Added |
| Charles Schwab Investment Management Inc | 2,166,847 | $5.14M | 0.00% | +365,037+20.3% | Added |
| Acadian Asset Management LLC | 1,984,060 | $4.70M | 0.01% | −1,052,165−34.7% | Reduced |
| Morgan Stanley | 1,346,503 | $3.19M | 0.00% | −4,888,255−78.4% | Reduced |
| Jane Street Group, LLC | 1,154,842 | $2.74M | 0.00% | −347,686−23.1% | Reduced |
| E Fund Management Co., Ltd. | 1,114,260 | $2.64M | 0.15% | −62,185−5.3% | Reduced |
| Cape Ann Asset Management Ltd | 1,066,930 | $2.53M | 2.17% | −3,800−0.4% | Reduced |
| Bank of America Corp | 958,144 | $2.27M | 0.00% | −193,522−16.8% | Reduced |
| Caxton Associates LP | 908,061 | $2.15M | 0.08% | +908,061 | New |
| Allianz Asset Management GmbH | 708,169 | $1.68M | 0.00% | +274,129+63.2% | Added |
| Invesco Ltd. | 616,155 | $1.46M | 0.00% | −17,632−2.8% | Reduced |
| Legal & General Group Plc | 536,227 | $1.27M | 0.00% | −115,393−17.7% | Reduced |
| AQR Capital Management LLC | 470,023 | $1.11M | 0.00% | +470,023 | New |
| Standard Life Aberdeen plc | 456,512 | $1.08M | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 397,519 | $942.1K | 0.00% | +294,704+286.6% | Added |
| Arrowstreet Capital, Limited Partnership | 331,736 | $786.0K | 0.00% | −1,135,982−77.4% | Reduced |
| Quadrature Capital Ltd | 302,184 | $714.7K | 0.01% | −139,870−31.6% | Reduced |
| Jupiter Asset Management Ltd | 290,500 | $688.5K | 0.01% | +56,400+24.1% | Added |
| UBS Asset Management Americas Inc | 263,125 | $623.6K | 0.00% | +179,002+212.8% | Added |
| Goldman Sachs Group Inc | 244,768 | $580.1K | 0.00% | −152,323−38.4% | Reduced |
| California Public Employees Retirement System | 244,739 | $580.1K | 0.00% | −44,416−15.4% | Reduced |
| Gsa Capital Partners LLP | 241,762 | $573.0K | 0.04% | +241,762 | New |
| Northern Trust Corp | 231,334 | $548.3K | 0.00% | +63,762+38.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 220,148 | $521.8K | 0.00% | −4,480−2.0% | Reduced |
| Citigroup Inc | 219,643 | $520.6K | 0.00% | +55,161+33.5% | Added |
| New York State Common Retirement Fund | 214,631 | $508.7K | 0.00% | −6,943−3.1% | Reduced |
| Group One Trading, L.P. | 206,923 | $490.4K | 0.02% | +206,923 | New |
| Belvedere Trading LLC | 204,737 | $485.2K | 0.03% | +204,737 | New |
| Maven Securities LTD | 180,000 | $426.6K | 0.07% | +140,000+350.0% | Added |
| HSBC Holdings PLC | 156,563 | $370.6K | 0.00% | −496,141−76.0% | Reduced |
| Nuveen Asset Management, LLC | 152,700 | $361.9K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 129,897 | $308.0K | 0.00% | +111,240+596.2% | Added |
| Citadel Advisors LLC | 122,651 | $290.7K | 0.00% | −379,701−75.6% | Reduced |
| American Century Companies Inc | 122,483 | $290.3K | 0.00% | +1,054+0.9% | Added |
| Profund Advisors LLC | 122,366 | $290.0K | 0.01% | −3,656−2.9% | Reduced |
| Neuberger Berman Group LLC | 105,460 | $249.9K | 0.00% | +725+0.7% | Added |
| LMR Partners LLP | 100,298 | $237.7K | 0.01% | +50,149+100.0% | Added |
| Geode Capital Management, LLC | 91,080 | $215.9K | 0.00% | −1,085−1.2% | Reduced |
| Headlands Technologies LLC | 87,996 | $208.6K | 0.02% | +83,252+1,754.9% | Added |
| Handelsbanken Fonder AB | 83,625 | $198.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 65,276 | $154.7K | 0.00% | −6,694−9.3% | Reduced |
| Daiwa Securities Group Inc. | 63,875 | $151.0K | 0.00% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 50,400 | $142.9K | 0.04% | −26,800−34.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 58,750 | $139.2K | 0.00% | +58,750 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 57,409 | $136.1K | 0.00% | +57,409 | New |
| Franklin Resources Inc | 57,138 | $135.4K | 0.00% | +6,815+13.5% | Added |
| JBF Capital, Inc. | 55,000 | $130.3K | 0.02% | −250,000−82.0% | Reduced |
| SEI Investments Co | 51,193 | $121.3K | 0.00% | −137,591−72.9% | Reduced |
| JPMorgan Chase & Co | 49,605 | $117.6K | 0.00% | −89,786−64.4% | Reduced |
| Ethic Inc. | 47,917 | $113.6K | 0.00% | −66,684−58.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 45,991 | $109.0K | 0.02% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 44,600 | $105.7K | 0.04% | +44,600 | New |
| Deutsche Bank AG | 44,001 | $104.3K | 0.00% | +5,156+13.3% | Added |
| Wolverine Trading, LLC | 42,714 | $101.2K | 0.00% | +32,173+305.2% | Added |
| Yeomans Consulting Group, Inc. | 41,642 | $98.7K | 0.04% | +41,642 | New |
| Bayesian Capital Management, LP | 36,721 | $87.0K | 0.01% | −5,500−13.0% | Reduced |
| Susquehanna International Group, LLP | 34,454 | $81.7K | 0.00% | −32,819−48.8% | Reduced |
| Bleakley Financial Group, LLC | 33,637 | $79.7K | 0.00% | +33,637 | New |
| Capstone Investment Advisors, LLC | 33,564 | $79.5K | 0.00% | −503−1.5% | Reduced |
| Simplicity Wealth,LLC | 33,525 | $79.5K | 0.00% | +33,525 | New |
| Alliancebernstein L.P. | 29,810 | $70.7K | 0.00% | +29,810 | New |
| SIH Partners, LLLP | 27,300 | $64.7K | 0.06% | +27,300 | New |
| Cantor Fitzgerald, L. P. | 25,578 | $60.6K | 0.01% | +25,578 | New |
| Pictet Asset Management Holding SA | 24,775 | $58.7K | 0.00% | 00.0% | Unchanged |
| Platinum Investment Management Ltd | 24,292 | $57.6K | 0.00% | +12,898+113.2% | Added |
| Asset Management One Co.,Ltd. | 22,699 | $53.8K | 0.00% | +3,773+19.9% | Added |
| RBF Capital, LLC | 22,500 | $53.3K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 22,400 | $53.1K | 0.01% | +22,400 | New |
| Centiva Capital, LP | 22,184 | $52.6K | 0.00% | +22,184 | New |
| PDS Planning, Inc | 18,429 | $43.7K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 18,336 | $43.0K | 0.00% | −217,926−92.2% | Reduced |
| Nomura Holdings Inc | 18,000 | $42.7K | 0.00% | +7,541+72.1% | Added |
| Marex Group plc | 17,574 | $41.6K | 0.00% | +17,574 | New |
| DGS Capital Management, LLC | 16,764 | $39.7K | 0.01% | −9,510−36.2% | Reduced |
| Farallon Capital Management, L.L.C. | 15,000 | $35.5K | 0.00% | −134,999−90.0% | Reduced |
| McDonough Capital Management, Inc | 14,846 | $35.2K | 0.03% | +14,846 | New |
| CI Private Wealth, LLC | 14,415 | $34.2K | 0.00% | −6,686−31.7% | Reduced |
| Nomura Asset Management Co Ltd | 13,900 | $32.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13,778 | $32.7K | 0.00% | −8,676−38.6% | Reduced |
| Vident Advisory, LLC | 13,212 | $31.3K | 0.00% | +111+0.8% | Added |
| Wealthstream Advisors, Inc. | 12,801 | $30.3K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 11,110 | $26.3K | 0.00% | −10,801−49.3% | Reduced |
| Panagora Asset Management Inc | 10,791 | $25.6K | 0.00% | +10,791 | New |
| Comerica Bank | 10,698 | $25.4K | 0.00% | −242−2.2% | Reduced |
| Sequoia Financial Advisors, LLC | 10,395 | $24.6K | 0.00% | −3,916−27.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 9,727 | $22.6K | 0.00% | −25,331−72.3% | Reduced |
| Amundi | 6,064 | $17.9K | 0.00% | −45,208−88.2% | Reduced |
| US Bancorp | 6,108 | $14.5K | 0.00% | −2,838−31.7% | Reduced |
| FMR LLC | 5,026 | $11.9K | 0.00% | −20,475−80.3% | Reduced |