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, Q4 2024
Institutional positions in Lufax Holding Ltd as of Dec 31, 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
- 103
- −13 vs. Q3 2024
- Shares held
- 85.9M
- −199.0K (−0.2%) vs. Q3 2024
- Total value
- $205.3M
- −$95.2M (−31.7%) vs. Q3 2024
- New holders
- 15
- 35 more added
- Sold out
- 28
- 36 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Lufax Holding Ltd; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 14,667,069 | $35.1M | 0.03% | +49,964+0.3% | Added |
| Vanguard Group Inc | 7,143,366 | $17.1M | 0.00% | +70,181+1.0% | Added |
| Yunqi Capital Ltd | 7,098,040 | $17.0M | 10.84% | 00.0% | Unchanged |
| BlackRock, Inc. | 4,854,816 | $11.6M | 0.00% | +155,760+3.3% | Added |
| State Street Corp | 4,795,703 | $11.5M | 0.00% | −164,906−3.3% | Reduced |
| FIL Ltd | 4,408,778 | $10.5M | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 4,205,838 | $10.1M | 0.00% | +1,102,943+35.5% | Added |
| Tiger Pacific Capital LP | 3,936,662 | $9.41M | 2.52% | +3,936,662 | New |
| Marshall Wace, LLP | 2,297,647 | $5.49M | 0.01% | +2,297,647 | New |
| Mitsubishi UFJ Trust & Banking Corp | 2,274,530 | $5.44M | 0.01% | +2,274,530 | New |
| Renaissance Technologies LLC | 2,122,819 | $5.07M | 0.01% | −43,500−2.0% | Reduced |
| Acadian Asset Management LLC | 1,962,005 | $4.68M | 0.01% | −518,527−20.9% | Reduced |
| Two Sigma Investments, LP | 1,946,575 | $4.65M | 0.01% | −32,612−1.6% | Reduced |
| Norges Bank | 1,766,041 | $4.22M | 0.00% | −462,016−20.7% | Reduced |
| Jane Street Group, LLC | 1,692,346 | $4.04M | 0.01% | +833,200+97.0% | Added |
| Two Sigma Advisers, LP | 1,573,741 | $3.76M | 0.01% | −355,700−18.4% | Reduced |
| Allianz Asset Management GmbH | 1,489,930 | $3.56M | 0.01% | +344,879+30.1% | Added |
| Goldman Sachs Group Inc | 1,335,269 | $3.19M | 0.00% | +193,215+16.9% | Added |
| BNP Paribas Arbitrage, SA | 1,305,475 | $3.12M | 0.00% | +856,066+190.5% | Added |
| Nuveen Asset Management, LLC | 1,293,334 | $3.09M | 0.00% | +1,140,634+747.0% | Added |
| Citadel Advisors LLC | 995,021 | $2.38M | 0.00% | −947,510−48.8% | Reduced |
| Caxton Associates LP | 898,359 | $2.15M | 0.07% | −54,172−5.7% | Reduced |
| Catalyst Funds Management Pty Ltd | 888,000 | $2.12M | 0.52% | +807,200+999.0% | Added |
| UBS Group AG | 787,167 | $1.88M | 0.00% | +633,515+412.3% | Added |
| Bank of America Corp | 717,144 | $1.71M | 0.00% | −158,726−18.1% | Reduced |
| Legal & General Group Plc | 624,730 | $1.49M | 0.00% | −159,439−20.3% | Reduced |
| Invesco Ltd. | 603,079 | $1.44M | 0.00% | +22,421+3.9% | Added |
| Millennium Management LLC | 580,890 | $1.39M | 0.00% | +209,117+56.2% | Added |
| HRT Financial LP | 567,265 | $1.35M | 0.01% | +567,265 | New |
| Morgan Stanley | 565,991 | $1.35M | 0.00% | −313,389−35.6% | Reduced |
| Northern Trust Corp | 523,084 | $1.25M | 0.00% | +274,808+110.7% | Added |
| Public Employees Retirement System of Ohio | 491,713 | $1.18M | 0.00% | +67,900+16.0% | Added |
| AQR Capital Management LLC | 470,023 | $1.12M | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 456,099 | $1.09M | 0.00% | +12,572+2.8% | Added |
| Standard Life Aberdeen plc | 402,981 | $967.2K | 0.00% | −34,305−7.8% | Reduced |
| Citigroup Inc | 348,735 | $833.5K | 0.00% | +133,037+61.7% | Added |
| JBF Capital, Inc. | 339,884 | $812.3K | 0.14% | −5,000−1.4% | Reduced |
| California Public Employees Retirement System | 236,708 | $565.7K | 0.00% | −7,873−3.2% | Reduced |
| HSBC Holdings PLC | 192,858 | $460.9K | 0.00% | +12,870+7.2% | Added |
| Leading Securities Co Ltd | 191,460 | $457.6K | 1.49% | +191,460 | New |
| Squarepoint Ops LLC | 165,160 | $394.7K | 0.00% | −25,663−13.4% | Reduced |
| Susquehanna International Group, LLP | 163,795 | $391.5K | 0.00% | −21,977−11.8% | Reduced |
| Wellington Management Group LLP | 159,148 | $380.4K | 0.00% | +159,148 | New |
| Arrowstreet Capital, Limited Partnership | 154,579 | $369.4K | 0.00% | +154,579 | New |
| American Century Companies Inc | 133,255 | $318.5K | 0.00% | +450.0% | Added |
| New York State Common Retirement Fund | 126,120 | $301.4K | 0.00% | −88,511−41.2% | Reduced |
| UBS Asset Management Americas Inc | 125,808 | $300.7K | 0.00% | −97,772−43.7% | Reduced |
| Geode Capital Management, LLC | 125,367 | $299.6K | 0.00% | +1,751+1.4% | Added |
| Neuberger Berman Group LLC | 104,956 | $250.8K | 0.00% | −299−0.3% | Reduced |
| Alliancebernstein L.P. | 102,530 | $245.0K | 0.00% | 00.0% | Unchanged |
| Polunin Capital Partners Ltd | 89,626 | $226.0K | 0.06% | 00.0% | Unchanged |
| XTX Topco Ltd | 90,592 | $216.5K | 0.02% | +90,592 | New |
| Police & Firemen's Retirement System of New Jersey | 73,225 | $175.0K | 0.00% | +73,225 | New |
| Daiwa Securities Group Inc. | 73,275 | $175.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 72,554 | $173.4K | 0.00% | +20,339+39.0% | Added |
| Virtu Financial LLC | 72,581 | $173.0K | 0.01% | +72,581 | New |
| Franklin Resources Inc | 71,597 | $171.1K | 0.00% | +6,013+9.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 63,847 | $152.0K | 0.00% | +6,519+11.4% | Added |
| Omers Administration Corp | 59,600 | $142.4K | 0.00% | +59,600 | New |
| JPMorgan Chase & Co | 58,759 | $140.4K | 0.00% | −4,476−7.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 57,409 | $137.2K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 55,771 | $133.3K | 0.01% | +55,771 | New |
| Amundi | 54,987 | $132.5K | 0.00% | +13,547+32.7% | Added |
| Handelsbanken Fonder AB | 47,025 | $112.0K | 0.00% | −36,600−43.8% | Reduced |
| Group One Trading, L.P. | 46,727 | $111.7K | 0.00% | +9,522+25.6% | Added |
| Barometer Capital Management Inc. | 44,600 | $105.7K | 0.04% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 41,553 | $99.3K | 0.00% | −37,968−47.7% | Reduced |
| Deutsche Bank AG | 40,492 | $96.8K | 0.00% | −1,881−4.4% | Reduced |
| Asset Management One Co.,Ltd. | 32,677 | $79.4K | 0.00% | +6,422+24.5% | Added |
| SEI Investments Co | 32,794 | $78.4K | 0.00% | −18,399−35.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 28,662 | $68.5K | 0.00% | −191,486−87.0% | Reduced |
| Wolverine Trading, LLC | 28,480 | $68.4K | 0.00% | −7,560−21.0% | Reduced |
| SIH Partners, LLLP | 27,400 | $65.5K | 0.00% | −41,000−59.9% | Reduced |
| Profund Advisors LLC | 26,807 | $64.1K | 0.00% | −88,058−76.7% | Reduced |
| CI Private Wealth, LLC | 21,218 | $50.7K | 0.00% | +6,445+43.6% | Added |
| Ethic Inc. | 20,756 | $49.6K | 0.00% | −93,845−81.9% | Reduced |
| Pathstone Holdings, LLC | 19,254 | $46.0K | 0.00% | +2,707+16.4% | Added |
| Platinum Investment Management Ltd | 17,947 | $42.9K | 0.00% | −2,711−13.1% | Reduced |
| Pictet Asset Management Holding SA | 17,282 | $41.3K | 0.00% | +12,048+230.2% | Added |
| Simplex Trading, LLC | 17,216 | $41.0K | 0.00% | −27,065−61.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 16,600 | $39.8K | 0.00% | +8,382+102.0% | Added |
| Ariadne Wealth Management, LP | 14,947 | $39.2K | 0.02% | +4,368+41.3% | Added |
| Soltis Investment Advisors LLC | 14,900 | $35.6K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 13,900 | $33.2K | 0.00% | 00.0% | Unchanged |
| Ewa, LLC | 13,235 | $31.6K | 0.01% | +245+1.9% | Added |
| Tower Research Capital LLC (TRC) | 4,179 | $9.99K | 0.00% | −11,834−73.9% | Reduced |
| Advisors Preferred, LLC | 3,976 | $9.50K | 0.00% | −5,101−56.2% | Reduced |
| Barclays PLC | 2,528 | $6.04K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2,028 | $4.85K | 0.00% | +2,028 | New |
| CWM, LLC | 1,771 | $4.00K | 0.00% | −2,667−60.1% | Reduced |
| The PNC Financial Services Group, Inc. | 1,669 | $3.99K | 0.00% | −12,109−87.9% | Reduced |
| Rhumbline Advisers | 905 | $2.16K | 0.00% | +100+12.4% | Added |
| EverSource Wealth Advisors, LLC | 586 | $1.40K | 0.00% | +137+30.5% | Added |
| Advisor Group Holdings, Inc. | 472 | $1.13K | 0.00% | +250+112.6% | Added |
| Caitong International Asset Management Co., Ltd | 378 | $903 | 0.00% | +378 | New |
| FMR LLC | 161 | $385 | 0.00% | −87−35.1% | Reduced |
| Principal Securities, Inc. | 38 | $91 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 28 | $67 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 25 | $60 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $55 | 0.00% | 00.0% | Unchanged |