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, Q1 2025
Institutional positions in Lufax Holding Ltd as of Mar 31, 2025. 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
- +2 vs. Q4 2024
- Shares held
- 96.3M
- +12.6M (+15.0%) vs. Q4 2024
- Total value
- $286.0M
- +$85.9M (+42.9%) vs. Q4 2024
- New holders
- 16
- 39 more added
- Sold out
- 14
- 32 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Lufax Holding Ltd; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 10,281,698 | $30.5M | 0.03% | −4,385,371−29.9% | Reduced |
| Yunqi Capital Ltd | 7,098,040 | $21.1M | 20.74% | 00.0% | Unchanged |
| Vanguard Group Inc | 7,081,461 | $21.0M | 0.00% | −61,905−0.9% | Reduced |
| Tiger Pacific Capital LP | 6,757,978 | $20.1M | 7.23% | +2,821,316+71.7% | Added |
| State Street Corp | 5,358,754 | $15.9M | 0.00% | +563,051+11.7% | Added |
| Acadian Asset Management LLC | 5,168,650 | $15.3M | 0.04% | +3,206,645+163.4% | Added |
| BlackRock, Inc. | 5,108,639 | $15.2M | 0.00% | +253,823+5.2% | Added |
| Charles Schwab Investment Management Inc | 5,011,130 | $14.9M | 0.00% | +805,292+19.1% | Added |
| Nuveen, LLC | 4,859,255 | $14.4M | 0.00% | +4,859,255 | New |
| First Beijing Investment Ltd | 4,392,625 | $13.0M | 0.90% | +4,392,625 | New |
| FIL Ltd | 2,916,702 | $8.66M | 0.01% | −1,492,076−33.8% | Reduced |
| Morgan Stanley | 2,451,433 | $7.28M | 0.00% | +1,885,442+333.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,090,172 | $6.21M | 0.02% | −184,358−8.1% | Reduced |
| Renaissance Technologies LLC | 1,985,519 | $5.90M | 0.01% | −137,300−6.5% | Reduced |
| Norges Bank | 1,766,041 | $5.25M | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 1,764,470 | $5.24M | 0.01% | +274,540+18.4% | Added |
| UBS Group AG | 1,421,331 | $4.22M | 0.00% | +634,164+80.6% | Added |
| Goldman Sachs Group Inc | 1,343,505 | $3.99M | 0.00% | +8,236+0.6% | Added |
| Two Sigma Advisers, LP | 1,329,441 | $3.95M | 0.01% | −244,300−15.5% | Reduced |
| Two Sigma Investments, LP | 1,289,889 | $3.83M | 0.01% | −656,686−33.7% | Reduced |
| Citadel Advisors LLC | 1,272,511 | $3.78M | 0.00% | +277,490+27.9% | Added |
| Wellington Management Group LLP | 1,127,957 | $3.35M | 0.00% | +968,809+608.7% | Added |
| Hel Ved Capital Management Ltd | 1,115,000 | $3.31M | 1.67% | +1,115,000 | New |
| D. E. Shaw & Co., Inc. | 1,017,051 | $3.02M | 0.00% | +1,017,051 | New |
| Citigroup Inc | 1,012,127 | $3.01M | 0.00% | +663,392+190.2% | Added |
| Jane Street Group, LLC | 917,095 | $2.72M | 0.00% | −775,251−45.8% | Reduced |
| Caxton Associates LLP | 912,345 | $2.71M | 0.09% | +912,345 | New |
| BNP Paribas Arbitrage, SA | 889,745 | $2.64M | 0.00% | −415,730−31.8% | Reduced |
| Bank of America Corp | 801,593 | $2.38M | 0.00% | +84,449+11.8% | Added |
| Invesco Ltd. | 641,947 | $1.91M | 0.00% | +38,868+6.4% | Added |
| Legal & General Group Plc | 625,593 | $1.86M | 0.00% | +863+0.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 604,823 | $1.80M | 0.00% | +148,724+32.6% | Added |
| Catalyst Funds Management Pty Ltd | 594,960 | $1.77M | 0.46% | −293,040−33.0% | Reduced |
| Northern Trust Corp | 534,652 | $1.59M | 0.00% | +11,568+2.2% | Added |
| AQR Capital Management LLC | 470,023 | $1.40M | 0.00% | 00.0% | Unchanged |
| JBF Capital, Inc. | 339,884 | $1.01M | 0.19% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 333,776 | $991.3K | 0.00% | −157,937−32.1% | Reduced |
| Susquehanna International Group, LLP | 298,690 | $887.1K | 0.00% | +134,895+82.4% | Added |
| California Public Employees Retirement System | 244,073 | $724.9K | 0.00% | +7,365+3.1% | Added |
| Millennium Management LLC | 215,404 | $639.8K | 0.00% | −365,486−62.9% | Reduced |
| Leading Securities Co Ltd | 191,460 | $568.6K | 3.42% | 00.0% | Unchanged |
| Walleye Capital LLC | 183,672 | $545.5K | 0.01% | +111,118+153.2% | Added |
| SG Americas Securities, LLC | 179,521 | $533.0K | 0.00% | +179,521 | New |
| Geode Capital Management, LLC | 137,821 | $409.3K | 0.00% | +12,454+9.9% | Added |
| American Century Companies Inc | 134,388 | $399.1K | 0.00% | +1,133+0.9% | Added |
| Squarepoint Ops LLC | 127,823 | $379.6K | 0.00% | −37,337−22.6% | Reduced |
| SEI Investments Co | 124,643 | $370.2K | 0.00% | +91,849+280.1% | Added |
| Franklin Resources Inc | 113,459 | $337.0K | 0.00% | +41,862+58.5% | Added |
| Neuberger Berman Group LLC | 104,956 | $311.7K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 102,530 | $304.5K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 101,254 | $300.7K | 0.00% | +28,029+38.3% | Added |
| Amundi | 97,223 | $281.9K | 0.00% | +42,236+76.8% | Added |
| HSBC Holdings PLC | 92,299 | $274.1K | 0.00% | −100,559−52.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 87,484 | $259.8K | 0.00% | −67,095−43.4% | Reduced |
| Polunin Capital Partners Ltd | 89,626 | $220.0K | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 70,969 | $210.8K | 0.00% | +7,122+11.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 66,650 | $198.0K | 0.00% | +9,241+16.1% | Added |
| JPMorgan Chase & Co | 63,023 | $187.2K | 0.00% | +4,264+7.3% | Added |
| Centiva Capital, LP | 61,834 | $183.6K | 0.01% | +61,834 | New |
| Barometer Capital Management Inc. | 60,800 | $180.6K | 0.07% | +16,200+36.3% | Added |
| Group One Trading, L.P. | 53,928 | $160.2K | 0.01% | +7,201+15.4% | Added |
| Standard Life Aberdeen plc | 51,781 | $153.8K | 0.00% | −351,200−87.2% | Reduced |
| XTX Topco Ltd | 51,452 | $152.8K | 0.01% | −39,140−43.2% | Reduced |
| Platinum Investment Management Ltd | 45,211 | $134.3K | 0.01% | +27,264+151.9% | Added |
| Gsa Capital Partners LLP | 43,388 | $129.0K | 0.01% | +43,388 | New |
| Deutsche Bank AG | 40,382 | $119.9K | 0.00% | −110−0.3% | Reduced |
| Asset Management One Co.,Ltd. | 35,097 | $104.2K | 0.00% | +2,420+7.4% | Added |
| Russell Investments Group, Ltd. | 34,082 | $100.9K | 0.00% | +34,082 | New |
| Profund Advisors LLC | 29,489 | $87.6K | 0.00% | +2,682+10.0% | Added |
| UBS Asset Management Americas Inc | 28,021 | $83.2K | 0.00% | −97,787−77.7% | Reduced |
| SIH Partners, LLLP | 27,400 | $81.4K | 0.01% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 23,711 | $70.4K | 0.00% | +23,711 | New |
| Simplex Trading, LLC | 21,657 | $64.0K | 0.00% | +4,441+25.8% | Added |
| New York State Common Retirement Fund | 21,120 | $62.7K | 0.00% | −105,000−83.3% | Reduced |
| Pathstone Holdings, LLC | 18,303 | $54.4K | 0.00% | −951−4.9% | Reduced |
| Pictet Asset Management Holding SA | 17,282 | $51.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 24,017 | $49.3K | 0.00% | +7,417+44.7% | Added |
| CI Private Wealth, LLC | 15,910 | $47.3K | 0.00% | −5,308−25.0% | Reduced |
| Ethic Inc. | 15,178 | $44.9K | 0.00% | −5,578−26.9% | Reduced |
| Handelsbanken Fonder AB | 14,825 | $44.0K | 0.00% | −32,200−68.5% | Reduced |
| Shell Asset Management Co | 14,943 | $44.0K | 0.00% | +14,943 | New |
| Ewa, LLC | 13,731 | $40.8K | 0.02% | +496+3.7% | Added |
| Savant Capital, LLC | 12,599 | $37.4K | 0.00% | +12,599 | New |
| Headlands Technologies LLC | 7,802 | $23.2K | 0.00% | −47,969−86.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,250 | $15.6K | 0.00% | +5,250 | New |
| Optiver Holding B.V. | 3,474 | $10.3K | 0.00% | +3,474 | New |
| SBI Securities Co., Ltd. | 2,009 | $5.97K | 0.00% | −19−0.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,018 | $3.02K | 0.00% | +640+169.3% | Added |
| CWM, LLC | 927 | $3.00K | 0.00% | −844−47.7% | Reduced |
| Clear Street Markets LLC | 884 | $2.63K | 0.00% | +884 | New |
| Rhumbline Advisers | 746 | $2.21K | 0.00% | −159−17.6% | Reduced |
| EverSource Wealth Advisors, LLC | 604 | $1.79K | 0.00% | +18+3.1% | Added |
| Barclays PLC | 450 | $1.34K | 0.00% | −2,078−82.2% | Reduced |
| Coldstream Capital Management Inc | 402 | $1.19K | 0.00% | +402 | New |
| Advisor Group Holdings, Inc. | 375 | $1.11K | 0.00% | −97−20.6% | Reduced |
| The PNC Financial Services Group, Inc. | 228 | $677 | 0.00% | −1,441−86.3% | Reduced |
| FMR LLC | 161 | $478 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 38 | $91 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 28 | $83 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 25 | $74 | 0.00% | 00.0% | Unchanged |