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 |
|---|---|---|---|---|---|
| Danske Bank A/S | 1 | $3 | 0.00% | +1 | New |
| Federation des caisses Desjardins du Quebec | 18 | $63 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $81 | 0.00% | −99−81.1% | Reduced |
| Wells Fargo & Company | 25 | $87 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 28 | $98 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 38 | $133 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 222 | $775 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 248 | $866 | 0.00% | −4,778−95.1% | Reduced |
| Harvest Fund Management Co., Ltd | 292 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 299 | $1.04K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 327 | $1.14K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 449 | $1.57K | 0.00% | +449 | New |
| Royal Bank of Canada | 526 | $2.00K | 0.00% | +526 | New |
| Allspring Global Investments Holdings, LLC | 685 | $2.39K | 0.00% | +685 | New |
| Rhumbline Advisers | 805 | $2.81K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,528 | $8.82K | 0.00% | −2−0.1% | Reduced |
| Ronald Blue Trust, Inc. | 4,869 | $11.5K | 0.00% | +4,691+2,635.4% | Added |
| Clear Street Markets LLC | 3,626 | $13.0K | 0.01% | +3,626 | New |
| GWM Advisors LLC | 4,148 | $14.5K | 0.00% | +4,148 | New |
| CWM, LLC | 4,438 | $15.0K | 0.00% | +480+12.1% | Added |
| Pictet Asset Management Holding SA | 5,234 | $18.3K | 0.00% | −19,541−78.9% | Reduced |
| US Bancorp | 6,108 | $21.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 8,218 | $28.0K | 0.00% | −1,509−15.5% | Reduced |
| Ariadne Wealth Management, LP | 10,579 | $29.7K | 0.02% | +10,579 | New |
| Ewa, LLC | 12,990 | $30.3K | 0.01% | +12,990 | New |
| Advisors Preferred, LLC | 9,077 | $33.3K | 0.01% | +9,077 | New |
| Sequoia Financial Advisors, LLC | 10,395 | $36.3K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 11,110 | $38.8K | 0.00% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 12,801 | $44.7K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13,778 | $48.1K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 13,900 | $48.5K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 14,773 | $51.6K | 0.00% | +358+2.5% | Added |
| Soltis Investment Advisors LLC | 14,900 | $52.0K | 0.01% | +14,900 | New |
| Farallon Capital Management, L.L.C. | 15,000 | $52.4K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 15,854 | $55.3K | 0.00% | +15,854 | New |
| Tower Research Capital LLC (TRC) | 16,013 | $55.9K | 0.00% | +16,013 | New |
| Pathstone Holdings, LLC | 16,547 | $57.7K | 0.00% | +16,547 | New |
| PDS Planning, Inc | 18,429 | $64.3K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 18,965 | $66.0K | 0.00% | +18,965 | New |
| Centiva Capital, LP | 20,325 | $70.9K | 0.00% | −1,859−8.4% | Reduced |
| Platinum Investment Management Ltd | 20,658 | $72.1K | 0.00% | −3,634−15.0% | Reduced |
| RBF Capital, LLC | 22,500 | $78.5K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 26,255 | $91.6K | 0.00% | +3,556+15.7% | Added |
| Schonfeld Strategic Advisors LLC | 28,400 | $99.1K | 0.00% | +28,400 | New |
| Wolverine Trading, LLC | 36,040 | $121.8K | 0.00% | −6,674−15.6% | Reduced |
| Group One Trading, L.P. | 37,205 | $129.8K | 0.01% | −169,718−82.0% | Reduced |
| Cantor Fitzgerald, L. P. | 37,892 | $132.2K | 0.01% | +12,314+48.1% | Added |
| Amundi | 41,440 | $140.9K | 0.00% | +35,376+583.4% | Added |
| Quantbot Technologies LP | 41,043 | $143.2K | 0.01% | +41,043 | New |
| Deutsche Bank AG | 42,373 | $147.9K | 0.00% | −1,628−3.7% | Reduced |
| Simplex Trading, LLC | 44,281 | $154.0K | 0.01% | +44,281 | New |
| Barometer Capital Management Inc. | 44,600 | $155.7K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 45,991 | $160.5K | 0.02% | 00.0% | Unchanged |
| SEI Investments Co | 51,193 | $178.7K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 52,215 | $182.2K | 0.00% | +52,215 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 57,328 | $200.1K | 0.00% | −1,422−2.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 57,409 | $200.4K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 63,235 | $220.7K | 0.00% | +13,630+27.5% | Added |
| Franklin Resources Inc | 65,584 | $226.3K | 0.00% | +8,446+14.8% | Added |
| SIH Partners, LLLP | 68,400 | $238.7K | 0.14% | +41,100+150.5% | Added |
| Daiwa Securities Group Inc. | 73,275 | $256.0K | 0.00% | +9,400+14.7% | Added |
| Engineers Gate Manager LP | 79,521 | $277.5K | 0.01% | +79,521 | New |
| Catalyst Funds Management Pty Ltd | 80,800 | $282.0K | 0.06% | +58,400+260.7% | Added |
| Polunin Capital Partners Ltd | 89,626 | $283.0K | 0.07% | +89,626 | New |
| Handelsbanken Fonder AB | 83,625 | $292.0K | 0.00% | 00.0% | Unchanged |
| Polymer Capital Management (HK) LTD | 100,000 | $349.0K | 0.08% | +100,000 | New |
| Alliancebernstein L.P. | 102,530 | $357.8K | 0.00% | +72,720+243.9% | Added |
| Neuberger Berman Group LLC | 105,255 | $367.3K | 0.00% | −205−0.2% | Reduced |
| Old Mission Capital LLC | 113,592 | $396.4K | 0.01% | +113,592 | New |
| Profund Advisors LLC | 114,865 | $400.9K | 0.02% | −7,501−6.1% | Reduced |
| Geode Capital Management, LLC | 123,616 | $431.4K | 0.00% | +32,536+35.7% | Added |
| American Century Companies Inc | 133,210 | $464.9K | 0.00% | +10,727+8.8% | Added |
| Ethic Inc. | 114,601 | $483.6K | 0.01% | +66,684+139.2% | Added |
| Nuveen Asset Management, LLC | 152,700 | $532.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 153,652 | $536.2K | 0.00% | +88,376+135.4% | Added |
| HSBC Holdings PLC | 179,988 | $628.6K | 0.00% | +23,425+15.0% | Added |
| Susquehanna International Group, LLP | 185,772 | $648.3K | 0.00% | +151,318+439.2% | Added |
| Squarepoint Ops LLC | 190,823 | $666.0K | 0.00% | +190,823 | New |
| ExodusPoint Capital Management, LP | 203,261 | $709.0K | 0.01% | +203,261 | New |
| New York State Common Retirement Fund | 214,631 | $749.1K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 215,698 | $752.8K | 0.00% | −3,945−1.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 220,148 | $768.3K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 223,580 | $780.3K | 0.00% | −39,545−15.0% | Reduced |
| California Public Employees Retirement System | 244,581 | $853.6K | 0.00% | −158−0.1% | Reduced |
| Northern Trust Corp | 248,276 | $866.5K | 0.00% | +16,942+7.3% | Added |
| JBF Capital, Inc. | 344,884 | $1.20M | 0.18% | +289,884+527.1% | Added |
| Millennium Management LLC | 371,773 | $1.30M | 0.00% | +371,773 | New |
| Public Employees Retirement System of Ohio | 423,813 | $1.48M | 0.01% | +423,813 | New |
| Standard Life Aberdeen plc | 437,286 | $1.53M | 0.00% | −19,226−4.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 443,527 | $1.55M | 0.00% | −6,119,277−93.2% | Reduced |
| BNP Paribas Arbitrage, SA | 449,409 | $1.57M | 0.00% | +51,890+13.1% | Added |
| AQR Capital Management LLC | 470,023 | $1.64M | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 580,658 | $2.03M | 0.00% | −35,497−5.8% | Reduced |
| Legal & General Group Plc | 784,169 | $2.74M | 0.00% | +247,942+46.2% | Added |
| Jane Street Group, LLC | 859,146 | $3.00M | 0.00% | −295,696−25.6% | Reduced |
| Bank of America Corp | 875,870 | $3.06M | 0.00% | −82,274−8.6% | Reduced |
| Morgan Stanley | 879,380 | $3.07M | 0.00% | −467,123−34.7% | Reduced |
| Caxton Associates LP | 952,531 | $3.32M | 0.15% | +44,470+4.9% | Added |
| E Fund Management Co., Ltd. | 1,118,476 | $3.90M | 0.20% | +4,216+0.4% | Added |
| Goldman Sachs Group Inc | 1,142,054 | $3.99M | 0.00% | +897,286+366.6% | Added |