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 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 1,145,051 | $4.00M | 0.01% | +436,882+61.7% | Added |
| Two Sigma Advisers, LP | 1,929,441 | $6.73M | 0.02% | −1,131,500−37.0% | Reduced |
| Citadel Advisors LLC | 1,942,531 | $6.78M | 0.01% | +1,819,880+1,483.8% | Added |
| Two Sigma Investments, LP | 1,979,187 | $6.91M | 0.02% | −1,001,366−33.6% | Reduced |
| Renaissance Technologies LLC | 2,166,319 | $7.56M | 0.01% | −521,900−19.4% | Reduced |
| Norges Bank | 2,228,057 | $7.78M | 0.00% | +2,228,057 | New |
| Acadian Asset Management LLC | 2,480,532 | $8.65M | 0.03% | +496,472+25.0% | Added |
| BIT Capital GmbH | 2,921,408 | $10.2M | 0.98% | −664,320−18.5% | Reduced |
| Charles Schwab Investment Management Inc | 3,102,895 | $10.8M | 0.00% | +936,048+43.2% | Added |
| FIL Ltd | 4,408,778 | $15.4M | 0.01% | 00.0% | Unchanged |
| BlackRock, Inc. | 4,699,056 | $16.4M | 0.00% | +4,699,056 | New |
| State Street Corp | 4,960,609 | $17.3M | 0.00% | +155,006+3.2% | Added |
| Vanguard Group Inc | 7,073,185 | $24.7M | 0.00% | +207,019+3.0% | Added |
| Yunqi Capital Ltd | 7,098,040 | $24.8M | 15.55% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 8,302,546 | $29.0M | 1.04% | −472,097−5.4% | Reduced |
| Baillie Gifford & Co | 14,617,105 | $51.0M | 0.04% | +605,134+4.3% | Added |
| Cape Ann Asset Management Ltd | 0 | $0 | 0.00% | −1,066,930−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −331,736−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −302,184−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −290,500−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −241,762−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −204,737−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −180,000−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −129,897−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −100,298−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −87,996−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −50,400−100.0% | Sold out |
| Yeomans Consulting Group, Inc. | 0 | $0 | 0.00% | −41,642−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −36,721−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −33,637−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −33,564−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −33,525−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −18,336−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −17,574−100.0% | Sold out |
| DGS Capital Management, LLC | 0 | $0 | 0.00% | −16,764−100.0% | Sold out |
| McDonough Capital Management, Inc | 0 | $0 | 0.00% | −14,846−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −13,212−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −10,791−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −10,698−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |