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