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, Q3 2024
Institutional positions in Lufax Holding Ltd as of Sep 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
- 116
- +4 vs. Q2 2024
- Shares held
- 86.1M
- +1.27M (+1.5%) vs. Q2 2024
- Total value
- $300.5M
- +$95.0M (+46.2%) vs. Q2 2024
- New holders
- 28
- 32 more added
- Sold out
- 24
- 27 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Lufax Holding Ltd; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 14,617,105 | $51.0M | 0.04% | +605,134+4.3% | Added |
| Krane Funds Advisors LLC | 8,302,546 | $29.0M | 1.04% | −472,097−5.4% | Reduced |
| Yunqi Capital Ltd | 7,098,040 | $24.8M | 15.55% | 00.0% | Unchanged |
| Vanguard Group Inc | 7,073,185 | $24.7M | 0.00% | +207,019+3.0% | Added |
| State Street Corp | 4,960,609 | $17.3M | 0.00% | +155,006+3.2% | Added |
| BlackRock, Inc. | 4,699,056 | $16.4M | 0.00% | +4,699,056 | New |
| FIL Ltd | 4,408,778 | $15.4M | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 3,102,895 | $10.8M | 0.00% | +936,048+43.2% | Added |
| BIT Capital GmbH | 2,921,408 | $10.2M | 0.98% | −664,320−18.5% | Reduced |
| Acadian Asset Management LLC | 2,480,532 | $8.65M | 0.03% | +496,472+25.0% | Added |
| Norges Bank | 2,228,057 | $7.78M | 0.00% | +2,228,057 | New |
| Renaissance Technologies LLC | 2,166,319 | $7.56M | 0.01% | −521,900−19.4% | Reduced |
| Two Sigma Investments, LP | 1,979,187 | $6.91M | 0.02% | −1,001,366−33.6% | Reduced |
| Citadel Advisors LLC | 1,942,531 | $6.78M | 0.01% | +1,819,880+1,483.8% | Added |
| Two Sigma Advisers, LP | 1,929,441 | $6.73M | 0.02% | −1,131,500−37.0% | Reduced |
| Allianz Asset Management GmbH | 1,145,051 | $4.00M | 0.01% | +436,882+61.7% | Added |
| Goldman Sachs Group Inc | 1,142,054 | $3.99M | 0.00% | +897,286+366.6% | Added |
| E Fund Management Co., Ltd. | 1,118,476 | $3.90M | 0.20% | +4,216+0.4% | Added |
| Caxton Associates LP | 952,531 | $3.32M | 0.15% | +44,470+4.9% | Added |
| Morgan Stanley | 879,380 | $3.07M | 0.00% | −467,123−34.7% | Reduced |
| Bank of America Corp | 875,870 | $3.06M | 0.00% | −82,274−8.6% | Reduced |
| Jane Street Group, LLC | 859,146 | $3.00M | 0.00% | −295,696−25.6% | Reduced |
| Legal & General Group Plc | 784,169 | $2.74M | 0.00% | +247,942+46.2% | Added |
| Invesco Ltd. | 580,658 | $2.03M | 0.00% | −35,497−5.8% | Reduced |
| AQR Capital Management LLC | 470,023 | $1.64M | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 449,409 | $1.57M | 0.00% | +51,890+13.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 443,527 | $1.55M | 0.00% | −6,119,277−93.2% | Reduced |
| Standard Life Aberdeen plc | 437,286 | $1.53M | 0.00% | −19,226−4.2% | Reduced |
| Public Employees Retirement System of Ohio | 423,813 | $1.48M | 0.01% | +423,813 | New |
| Millennium Management LLC | 371,773 | $1.30M | 0.00% | +371,773 | New |
| JBF Capital, Inc. | 344,884 | $1.20M | 0.18% | +289,884+527.1% | Added |
| Northern Trust Corp | 248,276 | $866.5K | 0.00% | +16,942+7.3% | Added |
| California Public Employees Retirement System | 244,581 | $853.6K | 0.00% | −158−0.1% | Reduced |
| UBS Asset Management Americas Inc | 223,580 | $780.3K | 0.00% | −39,545−15.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 220,148 | $768.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 215,698 | $752.8K | 0.00% | −3,945−1.8% | Reduced |
| New York State Common Retirement Fund | 214,631 | $749.1K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 203,261 | $709.0K | 0.01% | +203,261 | New |
| Squarepoint Ops LLC | 190,823 | $666.0K | 0.00% | +190,823 | New |
| Susquehanna International Group, LLP | 185,772 | $648.3K | 0.00% | +151,318+439.2% | Added |
| HSBC Holdings PLC | 179,988 | $628.6K | 0.00% | +23,425+15.0% | Added |
| UBS Group AG | 153,652 | $536.2K | 0.00% | +88,376+135.4% | Added |
| Nuveen Asset Management, LLC | 152,700 | $532.9K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 114,601 | $483.6K | 0.01% | +66,684+139.2% | Added |
| American Century Companies Inc | 133,210 | $464.9K | 0.00% | +10,727+8.8% | Added |
| Geode Capital Management, LLC | 123,616 | $431.4K | 0.00% | +32,536+35.7% | Added |
| Profund Advisors LLC | 114,865 | $400.9K | 0.02% | −7,501−6.1% | Reduced |
| Old Mission Capital LLC | 113,592 | $396.4K | 0.01% | +113,592 | New |
| Neuberger Berman Group LLC | 105,255 | $367.3K | 0.00% | −205−0.2% | Reduced |
| Alliancebernstein L.P. | 102,530 | $357.8K | 0.00% | +72,720+243.9% | Added |
| Polymer Capital Management (HK) LTD | 100,000 | $349.0K | 0.08% | +100,000 | New |
| Handelsbanken Fonder AB | 83,625 | $292.0K | 0.00% | 00.0% | Unchanged |
| Polunin Capital Partners Ltd | 89,626 | $283.0K | 0.07% | +89,626 | New |
| Catalyst Funds Management Pty Ltd | 80,800 | $282.0K | 0.06% | +58,400+260.7% | Added |
| Engineers Gate Manager LP | 79,521 | $277.5K | 0.01% | +79,521 | New |
| Daiwa Securities Group Inc. | 73,275 | $256.0K | 0.00% | +9,400+14.7% | Added |
| SIH Partners, LLLP | 68,400 | $238.7K | 0.14% | +41,100+150.5% | Added |
| Franklin Resources Inc | 65,584 | $226.3K | 0.00% | +8,446+14.8% | Added |
| JPMorgan Chase & Co | 63,235 | $220.7K | 0.00% | +13,630+27.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 57,409 | $200.4K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 57,328 | $200.1K | 0.00% | −1,422−2.4% | Reduced |
| Walleye Capital LLC | 52,215 | $182.2K | 0.00% | +52,215 | New |
| SEI Investments Co | 51,193 | $178.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 45,991 | $160.5K | 0.02% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 44,600 | $155.7K | 0.04% | 00.0% | Unchanged |
| Simplex Trading, LLC | 44,281 | $154.0K | 0.01% | +44,281 | New |
| Deutsche Bank AG | 42,373 | $147.9K | 0.00% | −1,628−3.7% | Reduced |
| Quantbot Technologies LP | 41,043 | $143.2K | 0.01% | +41,043 | New |
| Amundi | 41,440 | $140.9K | 0.00% | +35,376+583.4% | Added |
| Cantor Fitzgerald, L. P. | 37,892 | $132.2K | 0.01% | +12,314+48.1% | Added |
| Group One Trading, L.P. | 37,205 | $129.8K | 0.01% | −169,718−82.0% | Reduced |
| Wolverine Trading, LLC | 36,040 | $121.8K | 0.00% | −6,674−15.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 28,400 | $99.1K | 0.00% | +28,400 | New |
| Asset Management One Co.,Ltd. | 26,255 | $91.6K | 0.00% | +3,556+15.7% | Added |
| RBF Capital, LLC | 22,500 | $78.5K | 0.00% | 00.0% | Unchanged |
| Platinum Investment Management Ltd | 20,658 | $72.1K | 0.00% | −3,634−15.0% | Reduced |
| Centiva Capital, LP | 20,325 | $70.9K | 0.00% | −1,859−8.4% | Reduced |
| SG Americas Securities, LLC | 18,965 | $66.0K | 0.00% | +18,965 | New |
| PDS Planning, Inc | 18,429 | $64.3K | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 16,547 | $57.7K | 0.00% | +16,547 | New |
| Tower Research Capital LLC (TRC) | 16,013 | $55.9K | 0.00% | +16,013 | New |
| Two Sigma Securities, LLC | 15,854 | $55.3K | 0.00% | +15,854 | New |
| Farallon Capital Management, L.L.C. | 15,000 | $52.4K | 0.00% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 14,900 | $52.0K | 0.01% | +14,900 | New |
| CI Private Wealth, LLC | 14,773 | $51.6K | 0.00% | +358+2.5% | Added |
| Nomura Asset Management Co Ltd | 13,900 | $48.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13,778 | $48.1K | 0.00% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 12,801 | $44.7K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 11,110 | $38.8K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 10,395 | $36.3K | 0.00% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 9,077 | $33.3K | 0.01% | +9,077 | New |
| Ewa, LLC | 12,990 | $30.3K | 0.01% | +12,990 | New |
| Ariadne Wealth Management, LP | 10,579 | $29.7K | 0.02% | +10,579 | New |
| Mirae Asset Global Investments Co., Ltd. | 8,218 | $28.0K | 0.00% | −1,509−15.5% | Reduced |
| US Bancorp | 6,108 | $21.3K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 5,234 | $18.3K | 0.00% | −19,541−78.9% | Reduced |
| CWM, LLC | 4,438 | $15.0K | 0.00% | +480+12.1% | Added |
| GWM Advisors LLC | 4,148 | $14.5K | 0.00% | +4,148 | New |
| Clear Street Markets LLC | 3,626 | $13.0K | 0.01% | +3,626 | New |
| Ronald Blue Trust, Inc. | 4,869 | $11.5K | 0.00% | +4,691+2,635.4% | Added |