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 |
|---|---|---|---|---|---|
| Danske Bank A/S | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $94 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 25 | $102 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 28 | $114 | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 148 | $600 | 0.00% | −480−76.4% | Reduced |
| Tower Research Capital LLC (TRC) | 277 | $1.13K | 0.00% | −8,200−96.7% | Reduced |
| Advisor Group Holdings, Inc. | 472 | $1.50K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 369 | $1.50K | 0.00% | −183−33.2% | Reduced |
| CWM, LLC | 927 | $4.00K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 898 | $4.00K | 0.00% | +482+115.9% | Added |
| Farther Finance Advisors, LLC | 1,407 | $5.71K | 0.00% | −9,856−87.5% | Reduced |
| SBI Securities Co., Ltd. | 2,011 | $8.16K | 0.00% | −18−0.9% | Reduced |
| Shell Asset Management Co | 4,740 | $19.0K | 0.00% | −10,203−68.3% | Reduced |
| JustInvest LLC | 10,486 | $42.6K | 0.00% | +470+4.7% | Added |
| Walleye Trading LLC | 10,672 | $43.3K | 0.00% | +10,672 | New |
| CI Private Wealth, LLC | 11,387 | $46.2K | 0.00% | −2,591−18.5% | Reduced |
| Scientech Research LLC | 11,431 | $46.4K | 0.02% | +11,431 | New |
| Ewa, LLC | 13,519 | $54.9K | 0.02% | −141−1.0% | Reduced |
| Russell Investments Group, Ltd. | 13,905 | $56.5K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 14,320 | $58.1K | 0.00% | −60−0.4% | Reduced |
| D. E. Shaw & Co., Inc. | 14,667 | $59.5K | 0.00% | +14,667 | New |
| Ariadne Wealth Management, LP | 22,201 | $60.6K | 0.03% | +2,192+11.0% | Added |
| Pictet Asset Management Holding SA | 17,282 | $70.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 18,826 | $76.4K | 0.00% | −703−3.6% | Reduced |
| Pathstone Holdings, LLC | 19,986 | $81.1K | 0.00% | +519+2.7% | Added |
| Hudson Bay Capital Management LP | 20,800 | $84.4K | 0.00% | 00.0% | Unchanged |
| SIH Partners, LLLP | 27,400 | $111.2K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 31,714 | $128.8K | 0.00% | +6,565+26.1% | Added |
| BNP Paribas Arbitrage, SA | 37,077 | $150.5K | 0.00% | −649,108−94.6% | Reduced |
| Asset Management One Co.,Ltd. | 38,178 | $155.0K | 0.00% | −1,962−4.9% | Reduced |
| Millennium Management LLC | 41,197 | $167.3K | 0.00% | +41,197 | New |
| Deutsche Bank AG | 47,616 | $193.3K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 75,066 | $205.7K | 0.03% | −217−0.3% | Reduced |
| Citigroup Inc | 56,667 | $230.1K | 0.00% | +8,040+16.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 59,842 | $243.0K | 0.00% | +2,021+3.5% | Added |
| Amundi | 64,978 | $265.8K | 0.00% | −32,150−33.1% | Reduced |
| HSBC Holdings PLC | 71,353 | $289.7K | 0.00% | −19,378−21.4% | Reduced |
| Group One Trading, L.P. | 87,057 | $353.5K | 0.01% | +69,079+384.2% | Added |
| Polunin Capital Partners Ltd | 89,626 | $359.0K | 0.05% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 100,553 | $408.2K | 0.00% | −1,977−1.9% | Reduced |
| JPMorgan Chase & Co | 100,812 | $409.3K | 0.00% | −9,212−8.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 101,254 | $411.1K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 104,956 | $426.1K | 0.00% | −31,987−23.4% | Reduced |
| HRT Financial LP | 105,370 | $427.0K | 0.00% | +87,411+486.7% | Added |
| Barclays PLC | 136,443 | $554.0K | 0.00% | +135,993+30,220.7% | Added |
| Barometer Capital Management Inc. | 143,500 | $582.6K | 0.13% | +62,700+77.6% | Added |
| American Century Companies Inc | 143,595 | $583.0K | 0.00% | +6,987+5.1% | Added |
| SEI Investments Co | 147,339 | $598.2K | 0.00% | +71,891+95.3% | Added |
| Geode Capital Management, LLC | 152,850 | $620.6K | 0.00% | +9,612+6.7% | Added |
| Nuveen, LLC | 167,100 | $678.4K | 0.00% | −4,892,955−96.7% | Reduced |
| SG Americas Securities, LLC | 169,807 | $689.0K | 0.00% | +125,287+281.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 171,531 | $696.4K | 0.00% | +104,881+157.4% | Added |
| Standard Life Aberdeen plc | 183,121 | $743.5K | 0.00% | +103,174+129.1% | Added |
| Hel Ved Capital Management Ltd | 185,339 | $752.5K | 0.41% | −929,661−83.4% | Reduced |
| Franklin Resources Inc | 222,929 | $905.1K | 0.00% | +5,209+2.4% | Added |
| Lighthouse Investment Partners, LLC | 230,000 | $933.8K | 0.03% | +230,000 | New |
| Public Employees Retirement System of Ohio | 230,712 | $936.7K | 0.00% | +80,112+53.2% | Added |
| Simplex Trading, LLC | 312,510 | $1.27M | 0.03% | +245,087+363.5% | Added |
| Bank of America Corp | 314,965 | $1.28M | 0.00% | −776,958−71.2% | Reduced |
| Morgan Stanley | 317,289 | $1.29M | 0.00% | −206,623−39.4% | Reduced |
| California Public Employees Retirement System | 322,532 | $1.31M | 0.00% | +42,910+15.3% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 337,300 | $1.37M | 0.55% | +337,300 | New |
| JBF Capital, Inc. | 339,884 | $1.38M | 0.20% | 00.0% | Unchanged |
| Wellington Management Group LLP | 456,664 | $1.85M | 0.00% | −444,708−49.3% | Reduced |
| Leading Securities Co Ltd | 514,323 | $2.09M | 44.08% | +140,992+37.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 533,385 | $2.17M | 0.00% | −39,375−6.9% | Reduced |
| Northern Trust Corp | 538,142 | $2.18M | 0.00% | +8,096+1.5% | Added |
| Balyasny Asset Management LLC | 571,051 | $2.32M | 0.00% | +571,051 | New |
| Invesco Ltd. | 715,674 | $2.91M | 0.00% | +27,878+4.1% | Added |
| Legal & General Group Plc | 755,983 | $3.07M | 0.00% | −791−0.1% | Reduced |
| Citadel Advisors LLC | 851,788 | $3.46M | 0.00% | −2,048,243−70.6% | Reduced |
| Goldman Sachs Group Inc | 876,804 | $3.56M | 0.00% | −120,705−12.1% | Reduced |
| Marshall Wace, LLP | 985,283 | $4.00M | 0.00% | +927,879+1,616.4% | Added |
| Two Sigma Advisers, LP | 989,662 | $4.02M | 0.01% | +216,596+28.0% | Added |
| Susquehanna International Group, LLP | 1,088,857 | $4.42M | 0.01% | +750,528+221.8% | Added |
| Allianz Asset Management GmbH | 1,253,309 | $5.09M | 0.01% | −300,123−19.3% | Reduced |
| Renaissance Technologies LLC | 1,347,319 | $5.47M | 0.01% | −318,700−19.1% | Reduced |
| Jane Street Group, LLC | 1,520,461 | $6.17M | 0.01% | +322,050+26.9% | Added |
| UBS Group AG | 1,571,180 | $6.38M | 0.00% | +710,341+82.5% | Added |
| FMR LLC | 2,216,743 | $9.00M | 0.00% | +2,216,582+1,376,759.0% | Added |
| Alpine Investment Management Ltd | 4,225,000 | $17.2M | 14.42% | +4,225,000 | New |
| State Street Corp | 4,657,884 | $18.9M | 0.00% | −384,293−7.6% | Reduced |
| Tiger Pacific Capital LP | 5,472,835 | $22.2M | 5.62% | −1,003,689−15.5% | Reduced |
| Charles Schwab Investment Management Inc | 5,561,780 | $22.6M | 0.00% | +168,646+3.1% | Added |
| BlackRock, Inc. | 5,605,744 | $22.8M | 0.00% | +304,168+5.7% | Added |
| Acadian Asset Management LLC | 7,352,911 | $29.8M | 0.05% | +2,508,934+51.8% | Added |
| Baillie Gifford & Co | 8,407,296 | $34.1M | 0.03% | −879,908−9.5% | Reduced |
| Yunqi Capital Ltd | 10,950,138 | $44.5M | 26.01% | +852,098+8.4% | Added |
| Vanguard Group Inc | 12,399,445 | $50.3M | 0.00% | +335,480+2.8% | Added |
| 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 |