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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 18 | $43 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 25 | $59 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 28 | $66 | 0.00% | +28 | New |
| Principal Securities, Inc. | 38 | $90 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 122 | $290 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 222 | $526 | 0.00% | +222 | New |
| Farther Finance Advisors, LLC | 299 | $730 | 0.00% | −1,068−78.1% | Reduced |
| Ronald Blue Trust, Inc. | 178 | $751 | 0.00% | +178 | New |
| Quadrant Capital Group LLC | 327 | $775 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 292 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 805 | $1.91K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,530 | $6.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,958 | $9.00K | 0.00% | −2,174−35.5% | Reduced |
| FMR LLC | 5,026 | $11.9K | 0.00% | −20,475−80.3% | Reduced |
| US Bancorp | 6,108 | $14.5K | 0.00% | −2,838−31.7% | Reduced |
| Amundi | 6,064 | $17.9K | 0.00% | −45,208−88.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 9,727 | $22.6K | 0.00% | −25,331−72.3% | Reduced |
| Sequoia Financial Advisors, LLC | 10,395 | $24.6K | 0.00% | −3,916−27.4% | Reduced |
| Comerica Bank | 10,698 | $25.4K | 0.00% | −242−2.2% | Reduced |
| Panagora Asset Management Inc | 10,791 | $25.6K | 0.00% | +10,791 | New |
| Diversified Trust Co | 11,110 | $26.3K | 0.00% | −10,801−49.3% | Reduced |
| Wealthstream Advisors, Inc. | 12,801 | $30.3K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 13,212 | $31.3K | 0.00% | +111+0.8% | Added |
| The PNC Financial Services Group, Inc. | 13,778 | $32.7K | 0.00% | −8,676−38.6% | Reduced |
| Nomura Asset Management Co Ltd | 13,900 | $32.9K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 14,415 | $34.2K | 0.00% | −6,686−31.7% | Reduced |
| McDonough Capital Management, Inc | 14,846 | $35.2K | 0.03% | +14,846 | New |
| Farallon Capital Management, L.L.C. | 15,000 | $35.5K | 0.00% | −134,999−90.0% | Reduced |
| DGS Capital Management, LLC | 16,764 | $39.7K | 0.01% | −9,510−36.2% | Reduced |
| Marex Group plc | 17,574 | $41.6K | 0.00% | +17,574 | New |
| Nomura Holdings Inc | 18,000 | $42.7K | 0.00% | +7,541+72.1% | Added |
| Penserra Capital Management LLC | 18,336 | $43.0K | 0.00% | −217,926−92.2% | Reduced |
| PDS Planning, Inc | 18,429 | $43.7K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 22,184 | $52.6K | 0.00% | +22,184 | New |
| Catalyst Funds Management Pty Ltd | 22,400 | $53.1K | 0.01% | +22,400 | New |
| RBF Capital, LLC | 22,500 | $53.3K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 22,699 | $53.8K | 0.00% | +3,773+19.9% | Added |
| Platinum Investment Management Ltd | 24,292 | $57.6K | 0.00% | +12,898+113.2% | Added |
| Pictet Asset Management Holding SA | 24,775 | $58.7K | 0.00% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 25,578 | $60.6K | 0.01% | +25,578 | New |
| SIH Partners, LLLP | 27,300 | $64.7K | 0.06% | +27,300 | New |
| Alliancebernstein L.P. | 29,810 | $70.7K | 0.00% | +29,810 | New |
| Simplicity Wealth,LLC | 33,525 | $79.5K | 0.00% | +33,525 | New |
| Capstone Investment Advisors, LLC | 33,564 | $79.5K | 0.00% | −503−1.5% | Reduced |
| Bleakley Financial Group, LLC | 33,637 | $79.7K | 0.00% | +33,637 | New |
| Susquehanna International Group, LLP | 34,454 | $81.7K | 0.00% | −32,819−48.8% | Reduced |
| Bayesian Capital Management, LP | 36,721 | $87.0K | 0.01% | −5,500−13.0% | Reduced |
| Yeomans Consulting Group, Inc. | 41,642 | $98.7K | 0.04% | +41,642 | New |
| Wolverine Trading, LLC | 42,714 | $101.2K | 0.00% | +32,173+305.2% | Added |
| Deutsche Bank AG | 44,001 | $104.3K | 0.00% | +5,156+13.3% | Added |
| Barometer Capital Management Inc. | 44,600 | $105.7K | 0.04% | +44,600 | New |
| Pinnacle Wealth Planning Services, Inc. | 45,991 | $109.0K | 0.02% | 00.0% | Unchanged |
| Ethic Inc. | 47,917 | $113.6K | 0.00% | −66,684−58.2% | Reduced |
| JPMorgan Chase & Co | 49,605 | $117.6K | 0.00% | −89,786−64.4% | Reduced |
| SEI Investments Co | 51,193 | $121.3K | 0.00% | −137,591−72.9% | Reduced |
| JBF Capital, Inc. | 55,000 | $130.3K | 0.02% | −250,000−82.0% | Reduced |
| Franklin Resources Inc | 57,138 | $135.4K | 0.00% | +6,815+13.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 57,409 | $136.1K | 0.00% | +57,409 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 58,750 | $139.2K | 0.00% | +58,750 | New |
| Banco BTG Pactual S.A. | 50,400 | $142.9K | 0.04% | −26,800−34.7% | Reduced |
| Daiwa Securities Group Inc. | 63,875 | $151.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 65,276 | $154.7K | 0.00% | −6,694−9.3% | Reduced |
| Handelsbanken Fonder AB | 83,625 | $198.0K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 87,996 | $208.6K | 0.02% | +83,252+1,754.9% | Added |
| Geode Capital Management, LLC | 91,080 | $215.9K | 0.00% | −1,085−1.2% | Reduced |
| LMR Partners LLP | 100,298 | $237.7K | 0.01% | +50,149+100.0% | Added |
| Neuberger Berman Group LLC | 105,460 | $249.9K | 0.00% | +725+0.7% | Added |
| Profund Advisors LLC | 122,366 | $290.0K | 0.01% | −3,656−2.9% | Reduced |
| American Century Companies Inc | 122,483 | $290.3K | 0.00% | +1,054+0.9% | Added |
| Citadel Advisors LLC | 122,651 | $290.7K | 0.00% | −379,701−75.6% | Reduced |
| KBC Group NV | 129,897 | $308.0K | 0.00% | +111,240+596.2% | Added |
| Nuveen Asset Management, LLC | 152,700 | $361.9K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 156,563 | $370.6K | 0.00% | −496,141−76.0% | Reduced |
| Maven Securities LTD | 180,000 | $426.6K | 0.07% | +140,000+350.0% | Added |
| Belvedere Trading LLC | 204,737 | $485.2K | 0.03% | +204,737 | New |
| Group One Trading, L.P. | 206,923 | $490.4K | 0.02% | +206,923 | New |
| New York State Common Retirement Fund | 214,631 | $508.7K | 0.00% | −6,943−3.1% | Reduced |
| Citigroup Inc | 219,643 | $520.6K | 0.00% | +55,161+33.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 220,148 | $521.8K | 0.00% | −4,480−2.0% | Reduced |
| Northern Trust Corp | 231,334 | $548.3K | 0.00% | +63,762+38.1% | Added |
| Gsa Capital Partners LLP | 241,762 | $573.0K | 0.04% | +241,762 | New |
| California Public Employees Retirement System | 244,739 | $580.1K | 0.00% | −44,416−15.4% | Reduced |
| Goldman Sachs Group Inc | 244,768 | $580.1K | 0.00% | −152,323−38.4% | Reduced |
| UBS Asset Management Americas Inc | 263,125 | $623.6K | 0.00% | +179,002+212.8% | Added |
| Jupiter Asset Management Ltd | 290,500 | $688.5K | 0.01% | +56,400+24.1% | Added |
| Quadrature Capital Ltd | 302,184 | $714.7K | 0.01% | −139,870−31.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 331,736 | $786.0K | 0.00% | −1,135,982−77.4% | Reduced |
| BNP Paribas Arbitrage, SA | 397,519 | $942.1K | 0.00% | +294,704+286.6% | Added |
| Standard Life Aberdeen plc | 456,512 | $1.08M | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 470,023 | $1.11M | 0.00% | +470,023 | New |
| Legal & General Group Plc | 536,227 | $1.27M | 0.00% | −115,393−17.7% | Reduced |
| Invesco Ltd. | 616,155 | $1.46M | 0.00% | −17,632−2.8% | Reduced |
| Allianz Asset Management GmbH | 708,169 | $1.68M | 0.00% | +274,129+63.2% | Added |
| Caxton Associates LP | 908,061 | $2.15M | 0.08% | +908,061 | New |
| Bank of America Corp | 958,144 | $2.27M | 0.00% | −193,522−16.8% | Reduced |
| Cape Ann Asset Management Ltd | 1,066,930 | $2.53M | 2.17% | −3,800−0.4% | Reduced |
| E Fund Management Co., Ltd. | 1,114,260 | $2.64M | 0.15% | −62,185−5.3% | Reduced |
| Jane Street Group, LLC | 1,154,842 | $2.74M | 0.00% | −347,686−23.1% | Reduced |
| Morgan Stanley | 1,346,503 | $3.19M | 0.00% | −4,888,255−78.4% | Reduced |
| Acadian Asset Management LLC | 1,984,060 | $4.70M | 0.01% | −1,052,165−34.7% | Reduced |