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.
Q1 2025 vs. Q4 2024
How the institutions holding Lufax Holding Ltd changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 103 | 2 | 103 | +2 |
| Shares | 85.9M | 2.19M | 96.3M | +12.6M (+15.0%) |
| Value | $205.3M | $5.24M | $286.0M | +$85.9M (+42.9%) |
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (16)
Institutions that held Lufax Holding Ltd at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Nuveen, LLC | 4,859,255 | $14.4M | 0.00% |
| First Beijing Investment Ltd | 4,392,625 | $13.0M | 0.90% |
| Hel Ved Capital Management Ltd | 1,115,000 | $3.31M | 1.67% |
| D. E. Shaw & Co., Inc. | 1,017,051 | $3.02M | 0.00% |
| Caxton Associates LLP | 912,345 | $2.71M | 0.09% |
| SG Americas Securities, LLC | 179,521 | $533.0K | 0.00% |
| Centiva Capital, LP | 61,834 | $183.6K | 0.01% |
| Gsa Capital Partners LLP | 43,388 | $129.0K | 0.01% |
| Russell Investments Group, Ltd. | 34,082 | $100.9K | 0.00% |
| QRG Capital Management, Inc. | 23,711 | $70.4K | 0.00% |
| Shell Asset Management Co | 14,943 | $44.0K | 0.00% |
| Savant Capital, LLC | 12,599 | $37.4K | 0.00% |
| Steward Partners Investment Advisory, LLC | 5,250 | $15.6K | 0.00% |
| Optiver Holding B.V. | 3,474 | $10.3K | 0.00% |
| Clear Street Markets LLC | 884 | $2.63K | 0.00% |
| Coldstream Capital Management Inc | 402 | $1.19K | 0.00% |
Sold out (14)
Institutions that held Lufax Holding Ltd at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Marshall Wace, LLP | 2,297,647 | $5.49M |
| HRT Financial LP | 567,265 | $1.35M |
| Daiwa Securities Group Inc. | 73,275 | $175.0K |
| Virtu Financial LLC | 72,581 | $173.0K |
| Omers Administration Corp | 59,600 | $142.4K |
| Engineers Gate Manager LP | 41,553 | $99.3K |
| Grantham, Mayo, Van Otterloo & Co. LLC | 28,662 | $68.5K |
| Wolverine Trading, LLC | 28,480 | $68.4K |
| Ariadne Wealth Management, LP | 14,947 | $39.2K |
| Soltis Investment Advisors LLC | 14,900 | $35.6K |
| Nomura Asset Management Co Ltd | 13,900 | $33.2K |
| Advisors Preferred, LLC | 3,976 | $9.50K |
| Federation des caisses Desjardins du Quebec | 18 | $43 |
| National Bank of Canada | 2 | $5 |
Not filed for Q1 2025 yet (2)
Institutions that held Lufax Holding Ltd at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Nuveen Asset Management, LLC | 1,293,334 | $3.09M |
| Caxton Associates LP | 898,359 | $2.15M |