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, Q1 2026
Institutional positions in Lufax Holding Ltd as of Mar 31, 2026. 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
- 75
- −7 vs. Q4 2025
- Shares held
- 79.5M
- +9.17M (+13.0%) vs. Q4 2025
- Total value
- $148.8M
- −$32.1M (−17.7%) vs. Q4 2025
- New holders
- 10
- 14 more added
- Sold out
- 17
- 36 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | $213.0M |
| Q3 2025 | 89 | $353.9M |
| Q2 2025 | 98 | $277.8M |
| Q1 2025 | 103 | $286.0M |
| Q4 2024 | 103 | $205.3M |
| Q3 2024 | 116 | $300.7M |
| Q2 2024 | 113 | $216.8M |
| Q1 2024 | 129 | $459.3M |
| Q4 2023 | 121 | $274.2M |
| Q3 2023 | 146 | $406.5M |
| Q2 2023 | 155 | $570.2M |
| Q1 2023 | 172 | $886.8M |
| Q4 2022 | 166 | $809.3M |
| Q3 2022 | 155 | $920.0M |
| Q2 2022 | 163 | $2.21B |
| Q1 2022 | 140 | $1.94B |
| Q4 2021 | 132 | $1.66B |
| Q3 2021 | 128 | $1.85B |
| Q2 2021 | 144 | $2.62B |
| Q1 2021 | 119 | $2.48B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Lufax Holding Ltd; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alpine Investment Management Ltd | 12,404,000 | $23.2M | 11.27% | +4,297,500+53.0% | Added |
| Yunqi Capital Ltd | 10,950,138 | $20.5M | 22.16% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 9,701,707 | $18.1M | 0.00% | +9,701,707 | New |
| Baillie Gifford & Co | 8,186,456 | $15.3M | 0.02% | +243,609+3.1% | Added |
| Acadian Asset Management LLC | 5,945,969 | $11.1M | 0.02% | −777,482−11.6% | Reduced |
| BlackRock, Inc. | 5,830,491 | $10.9M | 0.00% | +249,649+4.5% | Added |
| Charles Schwab Investment Management Inc | 4,877,374 | $9.12M | 0.00% | −924,631−15.9% | Reduced |
| FMR LLC | 3,947,314 | $7.38M | 0.00% | −1470.0% | Reduced |
| Vanguard Fiduciary Trust Co | 2,616,288 | $4.89M | 0.00% | +2,616,288 | New |
| State Street Corp | 2,299,420 | $4.30M | 0.00% | −1,615,135−41.3% | Reduced |
| Legal & General Group Plc | 1,544,828 | $2.89M | 0.00% | −16,078−1.0% | Reduced |
| UBS Group AG | 1,257,479 | $2.35M | 0.00% | +519,446+70.4% | Added |
| Allianz Asset Management GmbH | 1,103,972 | $2.06M | 0.00% | −149,337−11.9% | Reduced |
| Jane Street Group, LLC | 798,785 | $1.49M | 0.00% | −204,732−20.4% | Reduced |
| Invesco Ltd. | 627,982 | $1.17M | 0.00% | −79,652−11.3% | Reduced |
| Susquehanna International Group, LLP | 548,170 | $1.03M | 0.00% | −11,635−2.1% | Reduced |
| Barometer Capital Management Inc. | 534,700 | $999.9K | 0.34% | +527,700+7,538.6% | Added |
| Morgan Stanley | 477,914 | $893.7K | 0.00% | −173,685−26.7% | Reduced |
| Northern Trust Corp | 477,279 | $892.5K | 0.00% | −55,538−10.4% | Reduced |
| Two Sigma Investments, LP | 430,676 | $805.4K | 0.00% | +283,776+193.2% | Added |
| Vanguard Asset Management, Ltd | 395,378 | $739.4K | 0.00% | +395,378 | New |
| Goldman Sachs Group Inc | 356,277 | $666.2K | 0.00% | +7,550+2.2% | Added |
| JBF Capital, Inc. | 339,884 | $635.6K | 0.09% | 00.0% | Unchanged |
| California Public Employees Retirement System | 329,089 | $615.4K | 0.00% | +7,608+2.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 321,940 | $600.5K | 0.00% | −190,927−37.2% | Reduced |
| Bank of New York Mellon Corp | 318,365 | $595.3K | 0.00% | +14,224+4.7% | Added |
| Public Employees Retirement System of Ohio | 246,500 | $461.0K | 0.00% | +6,600+2.8% | Added |
| Bank of America Corp | 215,996 | $403.9K | 0.00% | −32,427−13.1% | Reduced |
| Franklin Resources Inc | 208,088 | $389.1K | 0.00% | −26,054−11.1% | Reduced |
| HRT Financial LP | 190,946 | $357.0K | 0.00% | +81,123+73.9% | Added |
| Geode Capital Management, LLC | 187,853 | $351.3K | 0.00% | +3,731+2.0% | Added |
| UBS Asset Management Americas Inc | 174,705 | $326.7K | 0.00% | +96,775+124.2% | Added |
| Nuveen, LLC | 167,100 | $312.5K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 145,902 | $272.8K | 0.00% | −4,818−3.2% | Reduced |
| Gsa Capital Partners LLP | 141,717 | $265.0K | 0.02% | +141,717 | New |
| Alliancebernstein L.P. | 100,553 | $257.4K | 0.00% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 107,225 | $200.5K | 0.00% | −74,533−41.0% | Reduced |
| Neuberger Berman Group LLC | 104,956 | $196.3K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 101,933 | $190.6K | 0.01% | −50,780−33.3% | Reduced |
| Millennium Management LLC | 95,430 | $178.5K | 0.00% | −164,042−63.2% | Reduced |
| HSBC Holdings PLC | 83,968 | $157.0K | 0.00% | −75,126−47.2% | Reduced |
| XTX Topco Ltd | 82,816 | $154.9K | 0.00% | −13,434−14.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 78,299 | $146.4K | 0.00% | −1,428−1.8% | Reduced |
| Group One Trading, L.P. | 65,847 | $123.1K | 0.00% | −47,205−41.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 62,992 | $117.8K | 0.00% | −67,747−51.8% | Reduced |
| Citigroup Inc | 50,576 | $94.6K | 0.00% | −6,751−11.8% | Reduced |
| SEI Investments Co | 30,052 | $56.2K | 0.00% | −38,796−56.4% | Reduced |
| Axq Capital, LP | 29,704 | $55.5K | 0.01% | +29,704 | New |
| SIH Partners, LLLP | 27,400 | $51.2K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 25,019 | $47.0K | 0.00% | −12,454−33.2% | Reduced |
| Asset Management One Co.,Ltd. | 22,853 | $42.7K | 0.00% | −9,093−28.5% | Reduced |
| JPMorgan Chase & Co | 22,066 | $39.3K | 0.00% | −30,419−58.0% | Reduced |
| Hudson Bay Capital Management LP | 20,800 | $38.9K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 17,282 | $32.3K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 16,739 | $31.3K | 0.00% | +16,739 | New |
| SG Americas Securities, LLC | 15,880 | $30.0K | 0.00% | −182,739−92.0% | Reduced |
| Fulton Bank, N.A. | 14,568 | $27.2K | 0.00% | +14,568 | New |
| Ewa, LLC | 13,193 | $24.7K | 0.01% | −320−2.4% | Reduced |
| Ariadne Wealth Management, LP | 12,292 | $23.0K | 0.01% | −8,409−40.6% | Reduced |
| Ethic Inc. | 11,330 | $21.2K | 0.00% | −1,914−14.5% | Reduced |
| StoneX Group Inc. | 11,028 | $20.6K | 0.00% | +11,028 | New |
| BNP Paribas Arbitrage, SA | 10,878 | $20.3K | 0.00% | −15,521−58.8% | Reduced |
| CWM, LLC | 3,927 | $7.34K | 0.00% | +3,000+323.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,166 | $4.05K | 0.00% | −17,878−89.2% | Reduced |
| Royal Bank of Canada | 2,021 | $4.00K | 0.00% | +2,021 | New |
| SBI Securities Co., Ltd. | 1,975 | $3.69K | 0.00% | −28−1.4% | Reduced |
| Basecamp Wealth Advisors LLC | 1,531 | $2.86K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 472 | $881 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 450 | $842 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 411 | $768 | 0.00% | −369−47.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 239 | $447 | 0.00% | +239 | New |
| IMA Wealth, Inc. | 36 | $67 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 28 | $52 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 25 | $47 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1 | $2 | 0.00% | 00.0% | Unchanged |
| Norges Bank | 0 | $0 | 0.00% | −3,151,227−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −586,262−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −540,146−100.0% | Sold out |
| Fideuram Asset Management (Ireland) dac | 0 | $0 | 0.00% | −194,559−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −174,664−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −116,220−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −93,820−100.0% | Sold out |
| Polunin Capital Partners Ltd | 0 | $0 | 0.00% | −41,924−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −30,294−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −25,448−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −23,677−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −13,189−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,399−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −8,991−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −2,675−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,797−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |