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 |
|---|---|---|---|---|---|
| CWM, LLC | 3,958 | $9.00K | 0.00% | −2,174−35.5% | Reduced |
| Barclays PLC | 2,530 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 805 | $1.91K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 292 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 327 | $775 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 178 | $751 | 0.00% | +178 | New |
| Farther Finance Advisors, LLC | 299 | $730 | 0.00% | −1,068−78.1% | Reduced |
| Advisor Group Holdings, Inc. | 222 | $526 | 0.00% | +222 | New |
| Bell Investment Advisors, Inc | 122 | $290 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 38 | $90 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 28 | $66 | 0.00% | +28 | New |
| Wells Fargo & Company | 25 | $59 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 18 | $43 | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −2,221,847−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,946,500−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −1,453,122−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −1,211,831−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −1,017,300−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −861,185−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −619,398−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −568,141−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −518,207−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| AI-Squared Management Ltd | 0 | $0 | 0.00% | −244,650−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −235,569−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −76,900−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −76,259−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −75,707−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −71,795−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −60,808−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −58,561−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −59,241−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −53,754−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −51,446−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −40,105−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −36,520−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −26,271−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −25,916−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −20,525−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −19,075−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −14,533−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −11,135−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −10,713−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −10,077−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −8,085−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −7,484−100.0% | Sold out |
| Storebrand Asset Management AS | 0 | $0 | 0.00% | −5,088−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −3,813−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |