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, Q3 2025
Institutional positions in Lufax Holding Ltd as of Sep 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
- 89
- −8 vs. Q2 2025
- Shares held
- 87.1M
- −10.7M (−11.0%) vs. Q2 2025
- Total value
- $353.5M
- +$80.6M (+29.5%) vs. Q2 2025
- New holders
- 8
- 35 more added
- Sold out
- 16
- 32 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Lufax Holding Ltd; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 12,399,445 | $50.3M | 0.00% | +335,480+2.8% | Added |
| Yunqi Capital Ltd | 10,950,138 | $44.5M | 26.01% | +852,098+8.4% | Added |
| Baillie Gifford & Co | 8,407,296 | $34.1M | 0.03% | −879,908−9.5% | Reduced |
| Acadian Asset Management LLC | 7,352,911 | $29.8M | 0.05% | +2,508,934+51.8% | Added |
| BlackRock, Inc. | 5,605,744 | $22.8M | 0.00% | +304,168+5.7% | Added |
| Charles Schwab Investment Management Inc | 5,561,780 | $22.6M | 0.00% | +168,646+3.1% | Added |
| Tiger Pacific Capital LP | 5,472,835 | $22.2M | 5.62% | −1,003,689−15.5% | Reduced |
| State Street Corp | 4,657,884 | $18.9M | 0.00% | −384,293−7.6% | Reduced |
| Alpine Investment Management Ltd | 4,225,000 | $17.2M | 14.42% | +4,225,000 | New |
| FMR LLC | 2,216,743 | $9.00M | 0.00% | +2,216,582+1,376,759.0% | Added |
| UBS Group AG | 1,571,180 | $6.38M | 0.00% | +710,341+82.5% | Added |
| Jane Street Group, LLC | 1,520,461 | $6.17M | 0.01% | +322,050+26.9% | Added |
| Renaissance Technologies LLC | 1,347,319 | $5.47M | 0.01% | −318,700−19.1% | Reduced |
| Allianz Asset Management GmbH | 1,253,309 | $5.09M | 0.01% | −300,123−19.3% | Reduced |
| Susquehanna International Group, LLP | 1,088,857 | $4.42M | 0.01% | +750,528+221.8% | Added |
| Two Sigma Advisers, LP | 989,662 | $4.02M | 0.01% | +216,596+28.0% | Added |
| Marshall Wace, LLP | 985,283 | $4.00M | 0.00% | +927,879+1,616.4% | Added |
| Goldman Sachs Group Inc | 876,804 | $3.56M | 0.00% | −120,705−12.1% | Reduced |
| Citadel Advisors LLC | 851,788 | $3.46M | 0.00% | −2,048,243−70.6% | Reduced |
| Legal & General Group Plc | 755,983 | $3.07M | 0.00% | −791−0.1% | Reduced |
| Invesco Ltd. | 715,674 | $2.91M | 0.00% | +27,878+4.1% | Added |
| Balyasny Asset Management LLC | 571,051 | $2.32M | 0.00% | +571,051 | New |
| Northern Trust Corp | 538,142 | $2.18M | 0.00% | +8,096+1.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 533,385 | $2.17M | 0.00% | −39,375−6.9% | Reduced |
| Leading Securities Co Ltd | 514,323 | $2.09M | 44.08% | +140,992+37.8% | Added |
| Wellington Management Group LLP | 456,664 | $1.85M | 0.00% | −444,708−49.3% | Reduced |
| JBF Capital, Inc. | 339,884 | $1.38M | 0.20% | 00.0% | Unchanged |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 337,300 | $1.37M | 0.55% | +337,300 | New |
| California Public Employees Retirement System | 322,532 | $1.31M | 0.00% | +42,910+15.3% | Added |
| Morgan Stanley | 317,289 | $1.29M | 0.00% | −206,623−39.4% | Reduced |
| Bank of America Corp | 314,965 | $1.28M | 0.00% | −776,958−71.2% | Reduced |
| Simplex Trading, LLC | 312,510 | $1.27M | 0.03% | +245,087+363.5% | Added |
| Public Employees Retirement System of Ohio | 230,712 | $936.7K | 0.00% | +80,112+53.2% | Added |
| Lighthouse Investment Partners, LLC | 230,000 | $933.8K | 0.03% | +230,000 | New |
| Franklin Resources Inc | 222,929 | $905.1K | 0.00% | +5,209+2.4% | Added |
| Hel Ved Capital Management Ltd | 185,339 | $752.5K | 0.41% | −929,661−83.4% | Reduced |
| Standard Life Aberdeen plc | 183,121 | $743.5K | 0.00% | +103,174+129.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 171,531 | $696.4K | 0.00% | +104,881+157.4% | Added |
| SG Americas Securities, LLC | 169,807 | $689.0K | 0.00% | +125,287+281.4% | Added |
| Nuveen, LLC | 167,100 | $678.4K | 0.00% | −4,892,955−96.7% | Reduced |
| Geode Capital Management, LLC | 152,850 | $620.6K | 0.00% | +9,612+6.7% | Added |
| SEI Investments Co | 147,339 | $598.2K | 0.00% | +71,891+95.3% | Added |
| American Century Companies Inc | 143,595 | $583.0K | 0.00% | +6,987+5.1% | Added |
| Barometer Capital Management Inc. | 143,500 | $582.6K | 0.13% | +62,700+77.6% | Added |
| Barclays PLC | 136,443 | $554.0K | 0.00% | +135,993+30,220.7% | Added |
| HRT Financial LP | 105,370 | $427.0K | 0.00% | +87,411+486.7% | Added |
| Neuberger Berman Group LLC | 104,956 | $426.1K | 0.00% | −31,987−23.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 101,254 | $411.1K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 100,812 | $409.3K | 0.00% | −9,212−8.4% | Reduced |
| Alliancebernstein L.P. | 100,553 | $408.2K | 0.00% | −1,977−1.9% | Reduced |
| Polunin Capital Partners Ltd | 89,626 | $359.0K | 0.05% | 00.0% | Unchanged |
| Group One Trading, L.P. | 87,057 | $353.5K | 0.01% | +69,079+384.2% | Added |
| HSBC Holdings PLC | 71,353 | $289.7K | 0.00% | −19,378−21.4% | Reduced |
| Amundi | 64,978 | $265.8K | 0.00% | −32,150−33.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 59,842 | $243.0K | 0.00% | +2,021+3.5% | Added |
| Citigroup Inc | 56,667 | $230.1K | 0.00% | +8,040+16.5% | Added |
| Skopos Labs, Inc. | 75,066 | $205.7K | 0.03% | −217−0.3% | Reduced |
| Deutsche Bank AG | 47,616 | $193.3K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 41,197 | $167.3K | 0.00% | +41,197 | New |
| Asset Management One Co.,Ltd. | 38,178 | $155.0K | 0.00% | −1,962−4.9% | Reduced |
| BNP Paribas Arbitrage, SA | 37,077 | $150.5K | 0.00% | −649,108−94.6% | Reduced |
| Profund Advisors LLC | 31,714 | $128.8K | 0.00% | +6,565+26.1% | Added |
| SIH Partners, LLLP | 27,400 | $111.2K | 0.01% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 20,800 | $84.4K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 19,986 | $81.1K | 0.00% | +519+2.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 18,826 | $76.4K | 0.00% | −703−3.6% | Reduced |
| Pictet Asset Management Holding SA | 17,282 | $70.2K | 0.00% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 22,201 | $60.6K | 0.03% | +2,192+11.0% | Added |
| D. E. Shaw & Co., Inc. | 14,667 | $59.5K | 0.00% | +14,667 | New |
| Ethic Inc. | 14,320 | $58.1K | 0.00% | −60−0.4% | Reduced |
| Russell Investments Group, Ltd. | 13,905 | $56.5K | 0.00% | 00.0% | Unchanged |
| Ewa, LLC | 13,519 | $54.9K | 0.02% | −141−1.0% | Reduced |
| Scientech Research LLC | 11,431 | $46.4K | 0.02% | +11,431 | New |
| CI Private Wealth, LLC | 11,387 | $46.2K | 0.00% | −2,591−18.5% | Reduced |
| Walleye Trading LLC | 10,672 | $43.3K | 0.00% | +10,672 | New |
| JustInvest LLC | 10,486 | $42.6K | 0.00% | +470+4.7% | Added |
| Shell Asset Management Co | 4,740 | $19.0K | 0.00% | −10,203−68.3% | Reduced |
| SBI Securities Co., Ltd. | 2,011 | $8.16K | 0.00% | −18−0.9% | Reduced |
| Farther Finance Advisors, LLC | 1,407 | $5.71K | 0.00% | −9,856−87.5% | Reduced |
| CWM, LLC | 927 | $4.00K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 898 | $4.00K | 0.00% | +482+115.9% | Added |
| EverSource Wealth Advisors, LLC | 369 | $1.50K | 0.00% | −183−33.2% | Reduced |
| Advisor Group Holdings, Inc. | 472 | $1.50K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 277 | $1.13K | 0.00% | −8,200−96.7% | Reduced |
| Rhumbline Advisers | 148 | $600 | 0.00% | −480−76.4% | Reduced |
| SWAN Capital LLC | 28 | $114 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 25 | $102 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $94 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1 | $4 | 0.00% | 00.0% | Unchanged |
| First Beijing Investment Ltd | 0 | $0 | 0.00% | −6,464,988−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −3,311,555−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −2,168,162−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −815,600−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −479,978−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −116,751−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −104,162−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −57,627−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −49,278−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −39,545−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −37,394−100.0% | Sold out |