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, Q2 2025
Institutional positions in Lufax Holding Ltd as of Jun 30, 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
- 98
- −5 vs. Q1 2025
- Shares held
- 99.6M
- +3.27M (+3.4%) vs. Q1 2025
- Total value
- $277.8M
- −$8.13M (−2.8%) vs. Q1 2025
- New holders
- 13
- 34 more added
- Sold out
- 18
- 34 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Lufax Holding Ltd; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 12,063,965 | $33.7M | 0.00% | +4,982,504+70.4% | Added |
| Yunqi Capital Ltd | 10,098,040 | $28.2M | 20.11% | +3,000,000+42.3% | Added |
| Baillie Gifford & Co | 9,287,204 | $25.9M | 0.02% | −994,494−9.7% | Reduced |
| Tiger Pacific Capital LP | 6,476,524 | $18.1M | 6.00% | −281,454−4.2% | Reduced |
| First Beijing Investment Ltd | 6,464,988 | $18.0M | 1.01% | +2,072,363+47.2% | Added |
| Charles Schwab Investment Management Inc | 5,393,134 | $15.0M | 0.00% | +382,004+7.6% | Added |
| BlackRock, Inc. | 5,301,576 | $14.8M | 0.00% | +192,937+3.8% | Added |
| Nuveen, LLC | 5,060,055 | $14.1M | 0.00% | +200,800+4.1% | Added |
| State Street Corp | 5,042,177 | $14.1M | 0.00% | −316,577−5.9% | Reduced |
| Acadian Asset Management LLC | 4,843,977 | $13.5M | 0.03% | −324,673−6.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 3,311,555 | $9.24M | 0.02% | +1,221,383+58.4% | Added |
| Citadel Advisors LLC | 2,900,031 | $8.09M | 0.01% | +1,627,520+127.9% | Added |
| Arrowstreet Capital, Limited Partnership | 2,168,162 | $6.05M | 0.00% | +2,080,678+2,378.4% | Added |
| Norges Bank | 1,766,041 | $4.93M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 1,666,019 | $4.65M | 0.01% | −319,500−16.1% | Reduced |
| Allianz Asset Management GmbH | 1,553,432 | $4.33M | 0.01% | −211,038−12.0% | Reduced |
| Jane Street Group, LLC | 1,198,411 | $3.34M | 0.01% | +281,316+30.7% | Added |
| Hel Ved Capital Management Ltd | 1,115,000 | $3.11M | 1.40% | 00.0% | Unchanged |
| Bank of America Corp | 1,091,923 | $3.05M | 0.00% | +290,330+36.2% | Added |
| Goldman Sachs Group Inc | 997,509 | $2.78M | 0.00% | −345,996−25.8% | Reduced |
| Wellington Management Group LLP | 901,372 | $2.51M | 0.00% | −226,585−20.1% | Reduced |
| UBS Group AG | 860,839 | $2.40M | 0.00% | −560,492−39.4% | Reduced |
| Canada Pension Plan Investment Board | 815,600 | $2.28M | 0.00% | +815,600 | New |
| Two Sigma Advisers, LP | 773,066 | $2.16M | 0.00% | −556,375−41.9% | Reduced |
| Legal & General Group Plc | 756,774 | $2.11M | 0.00% | +131,181+21.0% | Added |
| Invesco Ltd. | 687,796 | $1.92M | 0.00% | +45,849+7.1% | Added |
| BNP Paribas Arbitrage, SA | 686,185 | $1.91M | 0.00% | −203,560−22.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 572,760 | $1.60M | 0.00% | −32,063−5.3% | Reduced |
| Northern Trust Corp | 530,046 | $1.48M | 0.00% | −4,606−0.9% | Reduced |
| Morgan Stanley | 523,912 | $1.46M | 0.00% | −1,927,521−78.6% | Reduced |
| Two Sigma Investments, LP | 479,978 | $1.34M | 0.00% | −809,911−62.8% | Reduced |
| Leading Securities Co Ltd | 373,331 | $1.04M | 14.88% | +181,871+95.0% | Added |
| JBF Capital, Inc. | 339,884 | $948.3K | 0.15% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 338,329 | $943.9K | 0.00% | +39,639+13.3% | Added |
| California Public Employees Retirement System | 279,622 | $780.1K | 0.00% | +35,549+14.6% | Added |
| Franklin Resources Inc | 217,720 | $607.4K | 0.00% | +104,261+91.9% | Added |
| Public Employees Retirement System of Ohio | 150,600 | $420.2K | 0.00% | −183,176−54.9% | Reduced |
| Geode Capital Management, LLC | 143,238 | $399.6K | 0.00% | +5,417+3.9% | Added |
| Neuberger Berman Group LLC | 136,943 | $382.1K | 0.00% | +31,987+30.5% | Added |
| American Century Companies Inc | 136,608 | $381.1K | 0.00% | +2,220+1.7% | Added |
| UBS Asset Management Americas Inc | 116,751 | $325.7K | 0.00% | +88,730+316.7% | Added |
| JPMorgan Chase & Co | 110,024 | $307.0K | 0.00% | +47,001+74.6% | Added |
| Centiva Capital, LP | 104,162 | $290.6K | 0.02% | +42,328+68.5% | Added |
| Alliancebernstein L.P. | 102,530 | $286.1K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 101,254 | $282.5K | 0.00% | 00.0% | Unchanged |
| Amundi | 97,128 | $268.1K | 0.00% | −95−0.1% | Reduced |
| HSBC Holdings PLC | 90,731 | $253.1K | 0.00% | −1,568−1.7% | Reduced |
| Polunin Capital Partners Ltd | 89,626 | $246.0K | 0.04% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 80,800 | $225.4K | 0.06% | +20,000+32.9% | Added |
| Standard Life Aberdeen plc | 79,947 | $223.1K | 0.00% | +28,166+54.4% | Added |
| SEI Investments Co | 75,448 | $210.5K | 0.00% | −49,195−39.5% | Reduced |
| Skopos Labs, Inc. | 75,283 | $210.0K | 0.03% | +75,283 | New |
| Simplex Trading, LLC | 67,423 | $188.0K | 0.01% | +45,766+211.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 66,650 | $186.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 57,821 | $161.3K | 0.00% | −13,148−18.5% | Reduced |
| Squarepoint Ops LLC | 57,627 | $160.8K | 0.00% | −70,196−54.9% | Reduced |
| Marshall Wace, LLP | 57,404 | $160.2K | 0.00% | +57,404 | New |
| Gsa Capital Partners LLP | 49,278 | $137.0K | 0.01% | +5,890+13.6% | Added |
| Citigroup Inc | 48,627 | $135.7K | 0.00% | −963,500−95.2% | Reduced |
| Deutsche Bank AG | 47,616 | $132.8K | 0.00% | +7,234+17.9% | Added |
| SG Americas Securities, LLC | 44,520 | $124.0K | 0.00% | −135,001−75.2% | Reduced |
| Asset Management One Co.,Ltd. | 40,140 | $112.0K | 0.00% | +5,043+14.4% | Added |
| Sanctuary Advisors, LLC | 39,545 | $110.3K | 0.00% | +39,545 | New |
| Two Sigma Securities, LLC | 37,394 | $104.3K | 0.01% | +37,394 | New |
| SIH Partners, LLLP | 27,400 | $76.4K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 26,928 | $75.1K | 0.01% | +19,126+245.1% | Added |
| Profund Advisors LLC | 25,149 | $70.2K | 0.00% | −4,340−14.7% | Reduced |
| Hudson Bay Capital Management LP | 20,800 | $58.0K | 0.00% | +20,800 | New |
| Ariadne Wealth Management, LP | 20,009 | $57.8K | 0.03% | +20,009 | New |
| Mirae Asset Global Investments Co., Ltd. | 19,529 | $54.5K | 0.00% | −4,488−18.7% | Reduced |
| Pathstone Holdings, LLC | 19,467 | $54.3K | 0.00% | +1,164+6.4% | Added |
| Group One Trading, L.P. | 17,978 | $50.2K | 0.00% | −35,950−66.7% | Reduced |
| HRT Financial LP | 17,959 | $50.0K | 0.00% | +17,959 | New |
| Pictet Asset Management Holding SA | 17,282 | $48.2K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 14,943 | $42.0K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 14,380 | $39.4K | 0.00% | −798−5.3% | Reduced |
| QRG Capital Management, Inc. | 13,978 | $39.0K | 0.00% | −9,733−41.0% | Reduced |
| CI Private Wealth, LLC | 13,978 | $39.0K | 0.00% | −1,932−12.1% | Reduced |
| Ewa, LLC | 13,660 | $38.1K | 0.01% | −71−0.5% | Reduced |
| Russell Investments Group, Ltd. | 13,905 | $38.1K | 0.00% | −20,177−59.2% | Reduced |
| May Hill Capital, LLC | 12,312 | $34.4K | 0.01% | +12,312 | New |
| Farther Finance Advisors, LLC | 11,263 | $31.4K | 0.00% | +11,263 | New |
| JustInvest LLC | 10,016 | $27.9K | 0.00% | +10,016 | New |
| Tower Research Capital LLC (TRC) | 8,477 | $23.7K | 0.00% | +8,473+211,825.0% | Added |
| SBI Securities Co., Ltd. | 2,029 | $5.66K | 0.00% | +20+1.0% | Added |
| CWM, LLC | 927 | $3.00K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 916 | $2.56K | 0.00% | −102−10.0% | Reduced |
| Rhumbline Advisers | 628 | $1.75K | 0.00% | −118−15.8% | Reduced |
| EverSource Wealth Advisors, LLC | 552 | $1.54K | 0.00% | −52−8.6% | Reduced |
| Advisor Group Holdings, Inc. | 472 | $1.32K | 0.00% | +97+25.9% | Added |
| Barclays PLC | 450 | $1.26K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 416 | $1.00K | 0.00% | +416 | New |
| Lazard Asset Management LLC | 702 | $1.00K | 0.00% | +702 | New |
| FMR LLC | 161 | $449 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 28 | $78 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 25 | $70 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $65 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1 | $3 | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 0 | $0 | 0.00% | −2,916,702−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −1,017,051−100.0% | Sold out |