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 |
|---|---|---|---|---|---|
| Yunqi Capital Ltd | 7,098,040 | $17.0M | 10.84% | 00.0% | Unchanged |
| Vanguard Group Inc | 7,143,366 | $17.1M | 0.00% | +70,181+1.0% | Added |
| Baillie Gifford & Co | 14,667,069 | $35.1M | 0.03% | +49,964+0.3% | Added |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −8,302,546−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −2,921,408−100.0% | Sold out |
| E Fund Management Co., Ltd. | 0 | $0 | 0.00% | −1,118,476−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −203,261−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −113,592−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −45,991−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −41,043−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −37,892−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −28,400−100.0% | Sold out |
| RBF Capital, LLC | 0 | $0 | 0.00% | −22,500−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −20,325−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −18,965−100.0% | Sold out |
| PDS Planning, Inc | 0 | $0 | 0.00% | −18,429−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −15,854−100.0% | Sold out |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Wealthstream Advisors, Inc. | 0 | $0 | 0.00% | −12,801−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −11,110−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −10,395−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −6,108−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −4,148−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −3,626−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −4,869−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −685−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −526−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −327−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −299−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −292−100.0% | Sold out |