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 |
|---|---|---|---|---|---|
| Caxton Associates LLP | 0 | $0 | 0.00% | −912,345−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −594,960−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −470,023−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −215,404−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −183,672−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −51,452−100.0% | Sold out |
| Platinum Investment Management Ltd | 0 | $0 | 0.00% | −45,211−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −21,120−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −14,825−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −12,599−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −5,250−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −3,474−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −884−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −402−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −38−100.0% | Sold out |