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