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 |
|---|---|---|---|---|---|
| Danske Bank A/S | 1 | $3 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 25 | $64 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 28 | $72 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 36 | $92 | 0.00% | +36 | New |
| Rhumbline Advisers | 148 | $378 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 450 | $1.15K | 0.00% | −135,993−99.7% | Reduced |
| Advisor Group Holdings, Inc. | 472 | $1.21K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 780 | $2.00K | 0.00% | +411+111.4% | Added |
| CWM, LLC | 927 | $2.00K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,531 | $3.92K | 0.00% | +1,531 | New |
| Tower Research Capital LLC (TRC) | 1,797 | $4.60K | 0.00% | +1,520+548.7% | Added |
| SBI Securities Co., Ltd. | 2,003 | $5.13K | 0.00% | −8−0.4% | Reduced |
| Walleye Capital LLC | 2,675 | $6.85K | 0.00% | +2,675 | New |
| Deutsche Bank AG | 8,991 | $23.0K | 0.00% | −38,625−81.1% | Reduced |
| Two Sigma Securities, LLC | 10,399 | $26.6K | 0.00% | +10,399 | New |
| JustInvest LLC | 13,189 | $33.8K | 0.00% | +2,703+25.8% | Added |
| Ethic Inc. | 13,244 | $33.9K | 0.00% | −1,076−7.5% | Reduced |
| Ewa, LLC | 13,513 | $34.6K | 0.01% | −60.0% | Reduced |
| Pictet Asset Management Holding SA | 17,282 | $44.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 20,044 | $51.3K | 0.00% | +1,218+6.5% | Added |
| Hudson Bay Capital Management LP | 20,800 | $53.2K | 0.00% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 20,701 | $57.1K | 0.02% | −1,500−6.8% | Reduced |
| Pathstone Holdings, LLC | 23,677 | $60.6K | 0.00% | +3,691+18.5% | Added |
| Profund Advisors LLC | 25,448 | $65.1K | 0.00% | −6,266−19.8% | Reduced |
| BNP Paribas Arbitrage, SA | 26,399 | $67.6K | 0.00% | −10,678−28.8% | Reduced |
| SIH Partners, LLLP | 27,400 | $70.1K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 30,294 | $77.6K | 0.00% | +30,294 | New |
| Asset Management One Co.,Ltd. | 31,946 | $82.4K | 0.00% | −6,232−16.3% | Reduced |
| Virtu Financial LLC | 37,473 | $96.0K | 0.00% | +37,473 | New |
| Polunin Capital Partners Ltd | 41,924 | $110.0K | 0.02% | −47,702−53.2% | Reduced |
| JPMorgan Chase & Co | 52,485 | $134.4K | 0.00% | −48,327−47.9% | Reduced |
| Citigroup Inc | 57,327 | $146.8K | 0.00% | +660+1.2% | Added |
| SEI Investments Co | 68,848 | $176.3K | 0.00% | −78,491−53.3% | Reduced |
| UBS Asset Management Americas Inc | 77,930 | $199.5K | 0.00% | +77,930 | New |
| HSBC Holdings PLC | 79,547 | $203.6K | 0.00% | +8,194+11.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 79,727 | $214.5K | 0.00% | +19,885+33.2% | Added |
| Amundi | 93,820 | $240.2K | 0.00% | +28,842+44.4% | Added |
| XTX Topco Ltd | 96,250 | $246.4K | 0.01% | +96,250 | New |
| Alliancebernstein L.P. | 100,553 | $257.4K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 104,956 | $268.7K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 109,823 | $281.0K | 0.00% | +4,453+4.2% | Added |
| Group One Trading, L.P. | 113,052 | $289.4K | 0.01% | +25,995+29.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 116,220 | $297.5K | 0.00% | −55,311−32.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 130,739 | $334.7K | 0.00% | +29,485+29.1% | Added |
| Two Sigma Investments, LP | 146,900 | $376.1K | 0.00% | +146,900 | New |
| American Century Companies Inc | 150,720 | $385.8K | 0.00% | +7,125+5.0% | Added |
| Simplex Trading, LLC | 152,713 | $390.9K | 0.01% | −159,797−51.1% | Reduced |
| Nuveen, LLC | 167,100 | $427.8K | 0.00% | 00.0% | Unchanged |
| Wellington Management Group LLP | 174,664 | $447.1K | 0.00% | −282,000−61.8% | Reduced |
| Standard Life Aberdeen plc | 181,758 | $465.3K | 0.00% | −1,363−0.7% | Reduced |
| Geode Capital Management, LLC | 184,122 | $471.4K | 0.00% | +31,272+20.5% | Added |
| SG Americas Securities, LLC | 198,619 | $508.0K | 0.00% | +28,812+17.0% | Added |
| Fideuram Asset Management (Ireland) dac | 194,559 | $565.1K | 0.05% | +194,559 | New |
| Franklin Resources Inc | 234,142 | $599.4K | 0.00% | +11,213+5.0% | Added |
| Public Employees Retirement System of Ohio | 239,900 | $614.1K | 0.00% | +9,188+4.0% | Added |
| Bank of America Corp | 248,423 | $636.0K | 0.00% | −66,542−21.1% | Reduced |
| Millennium Management LLC | 259,472 | $664.2K | 0.00% | +218,275+529.8% | Added |
| Barometer Capital Management Inc. | 7,000 | $665.6K | 0.22% | −136,500−95.1% | Reduced |
| Bank of New York Mellon Corp | 304,141 | $778.6K | 0.00% | +304,141 | New |
| California Public Employees Retirement System | 321,481 | $823.0K | 0.00% | −1,051−0.3% | Reduced |
| JBF Capital, Inc. | 339,884 | $870.1K | 0.13% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 348,727 | $892.7K | 0.00% | −528,077−60.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 512,867 | $1.31M | 0.00% | −20,518−3.8% | Reduced |
| Northern Trust Corp | 532,817 | $1.36M | 0.00% | −5,325−1.0% | Reduced |
| Citadel Advisors LLC | 540,146 | $1.38M | 0.00% | −311,642−36.6% | Reduced |
| Susquehanna International Group, LLP | 559,805 | $1.43M | 0.00% | −529,052−48.6% | Reduced |
| Two Sigma Advisers, LP | 586,262 | $1.50M | 0.00% | −403,400−40.8% | Reduced |
| Morgan Stanley | 651,599 | $1.67M | 0.00% | +334,310+105.4% | Added |
| Invesco Ltd. | 707,634 | $1.81M | 0.00% | −8,040−1.1% | Reduced |
| UBS Group AG | 738,033 | $1.89M | 0.00% | −833,147−53.0% | Reduced |
| Jane Street Group, LLC | 1,003,517 | $2.57M | 0.00% | −516,944−34.0% | Reduced |
| Allianz Asset Management GmbH | 1,253,309 | $3.21M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,560,906 | $4.00M | 0.00% | +804,923+106.5% | Added |
| Norges Bank | 3,151,227 | $8.07M | 0.00% | +3,151,227 | New |
| State Street Corp | 3,914,555 | $10.0M | 0.00% | −743,329−16.0% | Reduced |
| FMR LLC | 3,947,461 | $10.1M | 0.00% | +1,730,718+78.1% | Added |
| BlackRock, Inc. | 5,580,842 | $14.3M | 0.00% | −24,902−0.4% | Reduced |
| Charles Schwab Investment Management Inc | 5,802,005 | $14.9M | 0.00% | +240,225+4.3% | Added |
| Acadian Asset Management LLC | 6,723,451 | $17.2M | 0.03% | −629,460−8.6% | Reduced |
| Baillie Gifford & Co | 7,942,847 | $20.3M | 0.02% | −464,449−5.5% | Reduced |
| Alpine Investment Management Ltd | 8,106,500 | $20.8M | 9.32% | +3,881,500+91.9% | Added |
| Yunqi Capital Ltd | 10,950,138 | $28.0M | 22.35% | 00.0% | Unchanged |
| Vanguard Group Inc | 12,534,494 | $32.1M | 0.00% | +135,049+1.1% | Added |
| 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 |