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 |
|---|---|---|---|---|---|
| Danske Bank A/S | 1 | $3 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4 | $12 | 0.00% | −4,175−99.9% | Reduced |
| Bell Investment Advisors, Inc | 23 | $69 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 25 | $74 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 28 | $83 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 38 | $91 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 161 | $478 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 228 | $677 | 0.00% | −1,441−86.3% | Reduced |
| Advisor Group Holdings, Inc. | 375 | $1.11K | 0.00% | −97−20.6% | Reduced |
| Coldstream Capital Management Inc | 402 | $1.19K | 0.00% | +402 | New |
| Barclays PLC | 450 | $1.34K | 0.00% | −2,078−82.2% | Reduced |
| EverSource Wealth Advisors, LLC | 604 | $1.79K | 0.00% | +18+3.1% | Added |
| Rhumbline Advisers | 746 | $2.21K | 0.00% | −159−17.6% | Reduced |
| Clear Street Markets LLC | 884 | $2.63K | 0.00% | +884 | New |
| CWM, LLC | 927 | $3.00K | 0.00% | −844−47.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,018 | $3.02K | 0.00% | +640+169.3% | Added |
| SBI Securities Co., Ltd. | 2,009 | $5.97K | 0.00% | −19−0.9% | Reduced |
| Optiver Holding B.V. | 3,474 | $10.3K | 0.00% | +3,474 | New |
| Steward Partners Investment Advisory, LLC | 5,250 | $15.6K | 0.00% | +5,250 | New |
| Headlands Technologies LLC | 7,802 | $23.2K | 0.00% | −47,969−86.0% | Reduced |
| Savant Capital, LLC | 12,599 | $37.4K | 0.00% | +12,599 | New |
| Ewa, LLC | 13,731 | $40.8K | 0.02% | +496+3.7% | Added |
| 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 |
| Ethic Inc. | 15,178 | $44.9K | 0.00% | −5,578−26.9% | Reduced |
| CI Private Wealth, LLC | 15,910 | $47.3K | 0.00% | −5,308−25.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 24,017 | $49.3K | 0.00% | +7,417+44.7% | Added |
| Pictet Asset Management Holding SA | 17,282 | $51.3K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 18,303 | $54.4K | 0.00% | −951−4.9% | Reduced |
| New York State Common Retirement Fund | 21,120 | $62.7K | 0.00% | −105,000−83.3% | Reduced |
| Simplex Trading, LLC | 21,657 | $64.0K | 0.00% | +4,441+25.8% | Added |
| QRG Capital Management, Inc. | 23,711 | $70.4K | 0.00% | +23,711 | New |
| SIH Partners, LLLP | 27,400 | $81.4K | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 28,021 | $83.2K | 0.00% | −97,787−77.7% | Reduced |
| Profund Advisors LLC | 29,489 | $87.6K | 0.00% | +2,682+10.0% | Added |
| Russell Investments Group, Ltd. | 34,082 | $100.9K | 0.00% | +34,082 | New |
| Asset Management One Co.,Ltd. | 35,097 | $104.2K | 0.00% | +2,420+7.4% | Added |
| Deutsche Bank AG | 40,382 | $119.9K | 0.00% | −110−0.3% | Reduced |
| Gsa Capital Partners LLP | 43,388 | $129.0K | 0.01% | +43,388 | New |
| Platinum Investment Management Ltd | 45,211 | $134.3K | 0.01% | +27,264+151.9% | Added |
| XTX Topco Ltd | 51,452 | $152.8K | 0.01% | −39,140−43.2% | Reduced |
| Standard Life Aberdeen plc | 51,781 | $153.8K | 0.00% | −351,200−87.2% | Reduced |
| Group One Trading, L.P. | 53,928 | $160.2K | 0.01% | +7,201+15.4% | Added |
| Barometer Capital Management Inc. | 60,800 | $180.6K | 0.07% | +16,200+36.3% | Added |
| Centiva Capital, LP | 61,834 | $183.6K | 0.01% | +61,834 | New |
| JPMorgan Chase & Co | 63,023 | $187.2K | 0.00% | +4,264+7.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 66,650 | $198.0K | 0.00% | +9,241+16.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 70,969 | $210.8K | 0.00% | +7,122+11.2% | Added |
| Polunin Capital Partners Ltd | 89,626 | $220.0K | 0.04% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 87,484 | $259.8K | 0.00% | −67,095−43.4% | Reduced |
| HSBC Holdings PLC | 92,299 | $274.1K | 0.00% | −100,559−52.1% | Reduced |
| Amundi | 97,223 | $281.9K | 0.00% | +42,236+76.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 101,254 | $300.7K | 0.00% | +28,029+38.3% | Added |
| Alliancebernstein L.P. | 102,530 | $304.5K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 104,956 | $311.7K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 113,459 | $337.0K | 0.00% | +41,862+58.5% | Added |
| SEI Investments Co | 124,643 | $370.2K | 0.00% | +91,849+280.1% | Added |
| Squarepoint Ops LLC | 127,823 | $379.6K | 0.00% | −37,337−22.6% | Reduced |
| American Century Companies Inc | 134,388 | $399.1K | 0.00% | +1,133+0.9% | Added |
| Geode Capital Management, LLC | 137,821 | $409.3K | 0.00% | +12,454+9.9% | Added |
| SG Americas Securities, LLC | 179,521 | $533.0K | 0.00% | +179,521 | New |
| Walleye Capital LLC | 183,672 | $545.5K | 0.01% | +111,118+153.2% | Added |
| Leading Securities Co Ltd | 191,460 | $568.6K | 3.42% | 00.0% | Unchanged |
| Millennium Management LLC | 215,404 | $639.8K | 0.00% | −365,486−62.9% | Reduced |
| California Public Employees Retirement System | 244,073 | $724.9K | 0.00% | +7,365+3.1% | Added |
| Susquehanna International Group, LLP | 298,690 | $887.1K | 0.00% | +134,895+82.4% | Added |
| Public Employees Retirement System of Ohio | 333,776 | $991.3K | 0.00% | −157,937−32.1% | Reduced |
| JBF Capital, Inc. | 339,884 | $1.01M | 0.19% | 00.0% | Unchanged |
| AQR Capital Management LLC | 470,023 | $1.40M | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 534,652 | $1.59M | 0.00% | +11,568+2.2% | Added |
| Catalyst Funds Management Pty Ltd | 594,960 | $1.77M | 0.46% | −293,040−33.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 604,823 | $1.80M | 0.00% | +148,724+32.6% | Added |
| Legal & General Group Plc | 625,593 | $1.86M | 0.00% | +863+0.1% | Added |
| Invesco Ltd. | 641,947 | $1.91M | 0.00% | +38,868+6.4% | Added |
| Bank of America Corp | 801,593 | $2.38M | 0.00% | +84,449+11.8% | Added |
| BNP Paribas Arbitrage, SA | 889,745 | $2.64M | 0.00% | −415,730−31.8% | Reduced |
| Caxton Associates LLP | 912,345 | $2.71M | 0.09% | +912,345 | New |
| Jane Street Group, LLC | 917,095 | $2.72M | 0.00% | −775,251−45.8% | Reduced |
| Citigroup Inc | 1,012,127 | $3.01M | 0.00% | +663,392+190.2% | Added |
| D. E. Shaw & Co., Inc. | 1,017,051 | $3.02M | 0.00% | +1,017,051 | New |
| Hel Ved Capital Management Ltd | 1,115,000 | $3.31M | 1.67% | +1,115,000 | New |
| Wellington Management Group LLP | 1,127,957 | $3.35M | 0.00% | +968,809+608.7% | Added |
| Citadel Advisors LLC | 1,272,511 | $3.78M | 0.00% | +277,490+27.9% | Added |
| Two Sigma Investments, LP | 1,289,889 | $3.83M | 0.01% | −656,686−33.7% | Reduced |
| Two Sigma Advisers, LP | 1,329,441 | $3.95M | 0.01% | −244,300−15.5% | Reduced |
| Goldman Sachs Group Inc | 1,343,505 | $3.99M | 0.00% | +8,236+0.6% | Added |
| UBS Group AG | 1,421,331 | $4.22M | 0.00% | +634,164+80.6% | Added |
| Allianz Asset Management GmbH | 1,764,470 | $5.24M | 0.01% | +274,540+18.4% | Added |
| Norges Bank | 1,766,041 | $5.25M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 1,985,519 | $5.90M | 0.01% | −137,300−6.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,090,172 | $6.21M | 0.02% | −184,358−8.1% | Reduced |
| Morgan Stanley | 2,451,433 | $7.28M | 0.00% | +1,885,442+333.1% | Added |
| FIL Ltd | 2,916,702 | $8.66M | 0.01% | −1,492,076−33.8% | Reduced |
| First Beijing Investment Ltd | 4,392,625 | $13.0M | 0.90% | +4,392,625 | New |
| Nuveen, LLC | 4,859,255 | $14.4M | 0.00% | +4,859,255 | New |
| Charles Schwab Investment Management Inc | 5,011,130 | $14.9M | 0.00% | +805,292+19.1% | Added |
| BlackRock, Inc. | 5,108,639 | $15.2M | 0.00% | +253,823+5.2% | Added |
| Acadian Asset Management LLC | 5,168,650 | $15.3M | 0.04% | +3,206,645+163.4% | Added |
| State Street Corp | 5,358,754 | $15.9M | 0.00% | +563,051+11.7% | Added |
| Tiger Pacific Capital LP | 6,757,978 | $20.1M | 7.23% | +2,821,316+71.7% | Added |