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
- −6 vs. Q4 2025
- Shares held
- 79.5M
- +12.4M (+18.5%) vs. Q4 2025
- Total value
- $148.8M
- −$23.8M (−13.8%) vs. Q4 2025
- New holders
- 10
- 15 more added
- Sold out
- 16
- 35 more reduced
2 institutions 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 | $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, 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 |
|---|---|---|---|---|---|
| Danske Bank A/S | 1 | $2 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 25 | $47 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 28 | $52 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 36 | $67 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 239 | $447 | 0.00% | +239 | New |
| EverSource Wealth Advisors, LLC | 411 | $768 | 0.00% | −369−47.3% | Reduced |
| Barclays PLC | 450 | $842 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 472 | $881 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,531 | $2.86K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,975 | $3.69K | 0.00% | −28−1.4% | Reduced |
| Royal Bank of Canada | 2,021 | $4.00K | 0.00% | +2,021 | New |
| Mirae Asset Global Investments Co., Ltd. | 2,166 | $4.05K | 0.00% | −17,878−89.2% | Reduced |
| CWM, LLC | 3,927 | $7.34K | 0.00% | +3,000+323.6% | Added |
| BNP Paribas Arbitrage, SA | 10,878 | $20.3K | 0.00% | −15,521−58.8% | Reduced |
| StoneX Group Inc. | 11,028 | $20.6K | 0.00% | +11,028 | New |
| Ethic Inc. | 11,330 | $21.2K | 0.00% | −1,914−14.5% | Reduced |
| Ariadne Wealth Management, LP | 12,292 | $23.0K | 0.01% | −8,409−40.6% | Reduced |
| Ewa, LLC | 13,193 | $24.7K | 0.01% | −320−2.4% | Reduced |
| Fulton Bank, N.A. | 14,568 | $27.2K | 0.00% | +14,568 | New |
| SG Americas Securities, LLC | 15,880 | $30.0K | 0.00% | −182,739−92.0% | Reduced |
| Vanguard Investments Australia, Ltd. | 16,739 | $31.3K | 0.00% | +16,739 | New |
| Pictet Asset Management Holding SA | 17,282 | $32.3K | 0.00% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 20,800 | $38.9K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 22,066 | $39.3K | 0.00% | −30,419−58.0% | Reduced |
| Asset Management One Co.,Ltd. | 22,853 | $42.7K | 0.00% | −9,093−28.5% | Reduced |
| Virtu Financial LLC | 25,019 | $47.0K | 0.00% | −12,454−33.2% | Reduced |
| SIH Partners, LLLP | 27,400 | $51.2K | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 29,704 | $55.5K | 0.01% | +29,704 | New |
| SEI Investments Co | 30,052 | $56.2K | 0.00% | −38,796−56.4% | Reduced |
| Citigroup Inc | 50,576 | $94.6K | 0.00% | −6,751−11.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 62,992 | $117.8K | 0.00% | −67,747−51.8% | Reduced |
| Group One Trading, L.P. | 65,847 | $123.1K | 0.00% | −47,205−41.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 78,299 | $146.4K | 0.00% | −1,428−1.8% | Reduced |
| XTX Topco Ltd | 82,816 | $154.9K | 0.00% | −13,434−14.0% | Reduced |
| HSBC Holdings PLC | 83,968 | $157.0K | 0.00% | +4,421+5.6% | Added |
| Millennium Management LLC | 95,430 | $178.5K | 0.00% | −164,042−63.2% | Reduced |
| Simplex Trading, LLC | 101,933 | $190.6K | 0.01% | −50,780−33.3% | Reduced |
| Neuberger Berman Group LLC | 104,956 | $196.3K | 0.00% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 107,225 | $200.5K | 0.00% | −74,533−41.0% | Reduced |
| Alliancebernstein L.P. | 100,553 | $257.4K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 141,717 | $265.0K | 0.02% | +141,717 | New |
| American Century Companies Inc | 145,902 | $272.8K | 0.00% | −4,818−3.2% | Reduced |
| Nuveen, LLC | 167,100 | $312.5K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 174,705 | $326.7K | 0.00% | +96,775+124.2% | Added |
| Geode Capital Management, LLC | 187,853 | $351.3K | 0.00% | +3,731+2.0% | Added |
| HRT Financial LP | 190,946 | $357.0K | 0.00% | +81,123+73.9% | Added |
| Franklin Resources Inc | 208,088 | $389.1K | 0.00% | −26,054−11.1% | Reduced |
| Bank of America Corp | 215,996 | $403.9K | 0.00% | −32,427−13.1% | Reduced |
| Public Employees Retirement System of Ohio | 246,500 | $461.0K | 0.00% | +6,600+2.8% | Added |
| Bank of New York Mellon Corp | 318,365 | $595.3K | 0.00% | +14,224+4.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 321,940 | $600.5K | 0.00% | −190,927−37.2% | Reduced |
| California Public Employees Retirement System | 329,089 | $615.4K | 0.00% | +7,608+2.4% | Added |
| JBF Capital, Inc. | 339,884 | $635.6K | 0.09% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 356,277 | $666.2K | 0.00% | +7,550+2.2% | Added |
| Vanguard Asset Management, Ltd | 395,378 | $739.4K | 0.00% | +395,378 | New |
| Two Sigma Investments, LP | 430,676 | $805.4K | 0.00% | +283,776+193.2% | Added |
| Northern Trust Corp | 477,279 | $892.5K | 0.00% | −55,538−10.4% | Reduced |
| Morgan Stanley | 477,914 | $893.7K | 0.00% | −173,685−26.7% | Reduced |
| Barometer Capital Management Inc. | 534,700 | $999.9K | 0.34% | +527,700+7,538.6% | Added |
| Susquehanna International Group, LLP | 548,170 | $1.03M | 0.00% | −11,635−2.1% | Reduced |
| Invesco Ltd. | 627,982 | $1.17M | 0.00% | −79,652−11.3% | Reduced |
| Jane Street Group, LLC | 798,785 | $1.49M | 0.00% | −204,732−20.4% | Reduced |
| Allianz Asset Management GmbH | 1,103,972 | $2.06M | 0.00% | −149,337−11.9% | Reduced |
| UBS Group AG | 1,257,479 | $2.35M | 0.00% | +519,446+70.4% | Added |
| Legal & General Group Plc | 1,544,828 | $2.89M | 0.00% | −16,078−1.0% | Reduced |
| State Street Corp | 2,299,420 | $4.30M | 0.00% | −1,615,135−41.3% | Reduced |
| Vanguard Fiduciary Trust Co | 2,616,288 | $4.89M | 0.00% | +2,616,288 | New |
| FMR LLC | 3,947,314 | $7.38M | 0.00% | −1470.0% | Reduced |
| Charles Schwab Investment Management Inc | 4,877,374 | $9.12M | 0.00% | −924,631−15.9% | Reduced |
| BlackRock, Inc. | 5,830,491 | $10.9M | 0.00% | +249,649+4.5% | Added |
| Acadian Asset Management LLC | 5,945,969 | $11.1M | 0.02% | −777,482−11.6% | Reduced |
| Baillie Gifford & Co | 8,186,456 | $15.3M | 0.02% | +243,609+3.1% | Added |
| Vanguard Capital Management LLC | 9,701,707 | $18.1M | 0.00% | +9,701,707 | New |
| Yunqi Capital Ltd | 10,950,138 | $20.5M | 22.16% | 00.0% | Unchanged |
| Alpine Investment Management Ltd | 12,404,000 | $23.2M | 11.27% | +4,297,500+53.0% | Added |
| 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 |
| Norges Bank | – | – | – | – | Not filed |