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, Q4 2025
Institutional positions in Lufax Holding Ltd as of Dec 31, 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
- 83
- −4 vs. Q3 2025
- Shares held
- 82.8M
- −3.75M (−4.3%) vs. Q3 2025
- Total value
- $212.8M
- −$138.6M (−39.4%) vs. Q3 2025
- New holders
- 12
- 24 more added
- Sold out
- 16
- 32 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Lufax Holding Ltd; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 12,534,494 | $32.1M | 0.00% | +135,049+1.1% | Added |
| Yunqi Capital Ltd | 10,950,138 | $28.0M | 22.35% | 00.0% | Unchanged |
| Alpine Investment Management Ltd | 8,106,500 | $20.8M | 9.32% | +3,881,500+91.9% | Added |
| Baillie Gifford & Co | 7,942,847 | $20.3M | 0.02% | −464,449−5.5% | Reduced |
| Acadian Asset Management LLC | 6,723,451 | $17.2M | 0.03% | −629,460−8.6% | Reduced |
| Charles Schwab Investment Management Inc | 5,802,005 | $14.9M | 0.00% | +240,225+4.3% | Added |
| BlackRock, Inc. | 5,580,842 | $14.3M | 0.00% | −24,902−0.4% | Reduced |
| FMR LLC | 3,947,461 | $10.1M | 0.00% | +1,730,718+78.1% | Added |
| State Street Corp | 3,914,555 | $10.0M | 0.00% | −743,329−16.0% | Reduced |
| Norges Bank | 3,151,227 | $8.07M | 0.00% | +3,151,227 | New |
| Legal & General Group Plc | 1,560,906 | $4.00M | 0.00% | +804,923+106.5% | Added |
| Allianz Asset Management GmbH | 1,253,309 | $3.21M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 1,003,517 | $2.57M | 0.00% | −516,944−34.0% | Reduced |
| UBS Group AG | 738,033 | $1.89M | 0.00% | −833,147−53.0% | Reduced |
| Invesco Ltd. | 707,634 | $1.81M | 0.00% | −8,040−1.1% | Reduced |
| Morgan Stanley | 651,599 | $1.67M | 0.00% | +334,310+105.4% | Added |
| Two Sigma Advisers, LP | 586,262 | $1.50M | 0.00% | −403,400−40.8% | Reduced |
| Susquehanna International Group, LLP | 559,805 | $1.43M | 0.00% | −529,052−48.6% | Reduced |
| Citadel Advisors LLC | 540,146 | $1.38M | 0.00% | −311,642−36.6% | Reduced |
| Northern Trust Corp | 532,817 | $1.36M | 0.00% | −5,325−1.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 512,867 | $1.31M | 0.00% | −20,518−3.8% | Reduced |
| Goldman Sachs Group Inc | 348,727 | $892.7K | 0.00% | −528,077−60.2% | Reduced |
| JBF Capital, Inc. | 339,884 | $870.1K | 0.13% | 00.0% | Unchanged |
| California Public Employees Retirement System | 321,481 | $823.0K | 0.00% | −1,051−0.3% | Reduced |
| Bank of New York Mellon Corp | 304,141 | $778.6K | 0.00% | +304,141 | New |
| Barometer Capital Management Inc. | 7,000 | $665.6K | 0.22% | −136,500−95.1% | Reduced |
| Millennium Management LLC | 259,472 | $664.2K | 0.00% | +218,275+529.8% | Added |
| Bank of America Corp | 248,423 | $636.0K | 0.00% | −66,542−21.1% | Reduced |
| Public Employees Retirement System of Ohio | 239,900 | $614.1K | 0.00% | +9,188+4.0% | Added |
| Franklin Resources Inc | 234,142 | $599.4K | 0.00% | +11,213+5.0% | Added |
| Fideuram Asset Management (Ireland) dac | 194,559 | $565.1K | 0.05% | +194,559 | New |
| SG Americas Securities, LLC | 198,619 | $508.0K | 0.00% | +28,812+17.0% | Added |
| Geode Capital Management, LLC | 184,122 | $471.4K | 0.00% | +31,272+20.5% | Added |
| Standard Life Aberdeen plc | 181,758 | $465.3K | 0.00% | −1,363−0.7% | Reduced |
| Wellington Management Group LLP | 174,664 | $447.1K | 0.00% | −282,000−61.8% | Reduced |
| Nuveen, LLC | 167,100 | $427.8K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 152,713 | $390.9K | 0.01% | −159,797−51.1% | Reduced |
| American Century Companies Inc | 150,720 | $385.8K | 0.00% | +7,125+5.0% | Added |
| Two Sigma Investments, LP | 146,900 | $376.1K | 0.00% | +146,900 | New |
| Police & Firemen's Retirement System of New Jersey | 130,739 | $334.7K | 0.00% | +29,485+29.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 116,220 | $297.5K | 0.00% | −55,311−32.2% | Reduced |
| Group One Trading, L.P. | 113,052 | $289.4K | 0.01% | +25,995+29.9% | Added |
| HRT Financial LP | 109,823 | $281.0K | 0.00% | +4,453+4.2% | Added |
| Neuberger Berman Group LLC | 104,956 | $268.7K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 100,553 | $257.4K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 96,250 | $246.4K | 0.01% | +96,250 | New |
| Amundi | 93,820 | $240.2K | 0.00% | +28,842+44.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 79,727 | $214.5K | 0.00% | +19,885+33.2% | Added |
| HSBC Holdings PLC | 79,547 | $203.6K | 0.00% | +8,194+11.5% | Added |
| UBS Asset Management Americas Inc | 77,930 | $199.5K | 0.00% | +77,930 | New |
| SEI Investments Co | 68,848 | $176.3K | 0.00% | −78,491−53.3% | Reduced |
| Citigroup Inc | 57,327 | $146.8K | 0.00% | +660+1.2% | Added |
| JPMorgan Chase & Co | 52,485 | $134.4K | 0.00% | −48,327−47.9% | Reduced |
| Polunin Capital Partners Ltd | 41,924 | $110.0K | 0.02% | −47,702−53.2% | Reduced |
| Virtu Financial LLC | 37,473 | $96.0K | 0.00% | +37,473 | New |
| Asset Management One Co.,Ltd. | 31,946 | $82.4K | 0.00% | −6,232−16.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 30,294 | $77.6K | 0.00% | +30,294 | New |
| SIH Partners, LLLP | 27,400 | $70.1K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 26,399 | $67.6K | 0.00% | −10,678−28.8% | Reduced |
| Profund Advisors LLC | 25,448 | $65.1K | 0.00% | −6,266−19.8% | Reduced |
| Pathstone Holdings, LLC | 23,677 | $60.6K | 0.00% | +3,691+18.5% | Added |
| Ariadne Wealth Management, LP | 20,701 | $57.1K | 0.02% | −1,500−6.8% | Reduced |
| Hudson Bay Capital Management LP | 20,800 | $53.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 20,044 | $51.3K | 0.00% | +1,218+6.5% | Added |
| Pictet Asset Management Holding SA | 17,282 | $44.2K | 0.00% | 00.0% | Unchanged |
| Ewa, LLC | 13,513 | $34.6K | 0.01% | −60.0% | Reduced |
| Ethic Inc. | 13,244 | $33.9K | 0.00% | −1,076−7.5% | Reduced |
| JustInvest LLC | 13,189 | $33.8K | 0.00% | +2,703+25.8% | Added |
| Two Sigma Securities, LLC | 10,399 | $26.6K | 0.00% | +10,399 | New |
| Deutsche Bank AG | 8,991 | $23.0K | 0.00% | −38,625−81.1% | Reduced |
| Walleye Capital LLC | 2,675 | $6.85K | 0.00% | +2,675 | New |
| SBI Securities Co., Ltd. | 2,003 | $5.13K | 0.00% | −8−0.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,797 | $4.60K | 0.00% | +1,520+548.7% | Added |
| Basecamp Wealth Advisors LLC | 1,531 | $3.92K | 0.00% | +1,531 | New |
| CWM, LLC | 927 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 780 | $2.00K | 0.00% | +411+111.4% | Added |
| Advisor Group Holdings, Inc. | 472 | $1.21K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 450 | $1.15K | 0.00% | −135,993−99.7% | Reduced |
| Rhumbline Advisers | 148 | $378 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 36 | $92 | 0.00% | +36 | New |
| SWAN Capital LLC | 28 | $72 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 25 | $64 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1 | $3 | 0.00% | 00.0% | Unchanged |
| Tiger Pacific Capital LP | 0 | $0 | 0.00% | −5,472,835−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −1,347,319−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −985,283−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −571,051−100.0% | Sold out |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −337,300−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −230,000−100.0% | Sold out |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −185,339−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −75,066−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −14,667−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −13,905−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −11,431−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −11,387−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −10,672−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −1,407−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −898−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Leading Securities Co Ltd | – | – | – | – | Not filed |