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Livermore
Livermore
ZHEN

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, Q2 2026

Institutional positions in Lufax Holding Ltd as of Jun 30, 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
+1 vs. Q1 2026
Shares held
70.0M
−9.53M (−12.0%) vs. Q1 2026
Total value
$92.5M
−$56.3M (−37.8%) vs. Q1 2026
New holders
17
13 more added
Sold out
16
29 more reduced

1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 75 institutions
Q1 2021: 119 institutionsQ2 2021: 144 institutionsQ3 2021: 128 institutionsQ4 2021: 132 institutionsQ1 2022: 140 institutionsQ2 2022: 163 institutionsQ3 2022: 155 institutionsQ4 2022: 166 institutionsQ1 2023: 172 institutionsQ2 2023: 155 institutionsQ3 2023: 146 institutionsQ4 2023: 121 institutionsQ1 2024: 129 institutionsQ2 2024: 113 institutionsQ3 2024: 116 institutionsQ4 2024: 103 institutionsQ1 2025: 103 institutionsQ2 2025: 98 institutionsQ3 2025: 89 institutionsQ4 2025: 83 institutionsQ1 2026: 75 institutionsQ2 2026: 75 institutions
Value heldQ2 2026: $92.5M
Q1 2021: $2.48BQ2 2021: $2.60BQ3 2021: $1.85BQ4 2021: $1.66BQ1 2022: $1.89BQ2 2022: $2.20BQ3 2022: $916.7MQ4 2022: $809.3MQ1 2023: $886.7MQ2 2023: $570.2MQ3 2023: $406.5MQ4 2023: $267.7MQ1 2024: $406.1MQ2 2024: $216.7MQ3 2024: $300.5MQ4 2024: $205.3MQ1 2025: $286.0MQ2 2025: $277.8MQ3 2025: $353.5MQ4 2025: $212.8MQ1 2026: $148.8MQ2 2026: $92.5M
Institutions holding LU and their total value by quarter
QuarterHoldersValue
Q2 202675$92.5M
Q1 202675$148.8M
Q4 202583$212.8M
Q3 202589$353.5M
Q2 202598$277.8M
Q1 2025103$286.0M
Q4 2024103$205.3M
Q3 2024116$300.5M
Q2 2024113$216.7M
Q1 2024129$406.1M
Q4 2023121$267.7M
Q3 2023146$406.5M
Q2 2023155$570.2M
Q1 2023172$886.7M
Q4 2022166$809.3M
Q3 2022155$916.7M
Q2 2022163$2.20B
Q1 2022140$1.89B
Q4 2021132$1.66B
Q3 2021128$1.85B
Q2 2021144$2.60B
Q1 2021119$2.48B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Lufax Holding Ltd; share changes are against Q1 2026.

Institutions holding LU in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Danske Bank A/S1$10.00%00.0%Unchanged
Wells Fargo & Company25$330.00%00.0%Unchanged
SWAN Capital LLC28$370.00%00.0%Unchanged
North Star Investment Management Corp.401$5290.00%+401New
Barclays PLC450$5940.00%00.0%Unchanged
Royal Bank of Canada1,031$1.00K0.00%−990−49.0%Reduced
EverSource Wealth Advisors, LLC789$1.04K0.00%+378+92.0%Added
Basecamp Wealth Advisors LLC1,531$2.02K0.00%00.0%Unchanged
SBI Securities Co., Ltd.1,987$2.62K0.00%+12+0.6%Added
Mirae Asset Global Investments Co., Ltd.2,166$2.86K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA2,191$2.89K0.00%−8,687−79.9%Reduced
Squarepoint Ops LLC10,389$13.7K0.00%+10,389New
Savant Capital, LLC10,370$13.8K0.00%+10,370New
Frec Markets, Inc.10,537$13.9K0.00%+10,537New
Flow Traders U.S. LLC10,839$14.0K0.00%+10,839New
Two Sigma Securities, LLC11,459$15.1K0.00%+11,459New
JustInvest LLC11,481$15.2K0.00%+11,481New
Ewa, LLC13,118$17.3K0.00%−75−0.6%Reduced
Tower Research Capital LLC (TRC)16,083$21.2K0.00%+16,083New
Vanguard Investments Australia, Ltd.16,739$22.1K0.00%00.0%Unchanged
Pictet Asset Management Holding SA17,282$22.8K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd19,199$25.3K0.00%+18,960+7,933.1%Added
Hudson Bay Capital Management LP20,800$27.5K0.00%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd27,313$36.1K0.00%+27,313New
SIH Partners, LLLP27,400$36.2K0.00%00.0%Unchanged
Simplex Trading, LLC27,871$36.8K0.00%−74,062−72.7%Reduced
Police & Firemen's Retirement System of New Jersey28,391$37.5K0.00%−34,601−54.9%Reduced
SmartHarvest Portfolios, LLC28,569$37.7K0.01%+28,569New
Walleye Trading LLC31,459$41.5K0.00%+31,459New
Geode Capital Management, LLC34,316$45.3K0.00%−153,537−81.7%Reduced
Asset Management One Co.,Ltd.34,859$46.0K0.00%+12,006+52.5%Added
Engineers Gate Manager LP45,403$59.9K0.00%+45,403New
Citigroup Inc63,149$83.4K0.00%+12,573+24.9%Added
HSBC Holdings PLC66,056$87.2K0.00%−17,912−21.3%Reduced
HRT Financial LP84,271$111.0K0.00%−106,675−55.9%Reduced
Tudor Investment Corp Et Al104,888$138.5K0.00%+104,888New
Standard Life Aberdeen plc107,225$141.5K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio119,200$157.3K0.00%−127,300−51.6%Reduced
Alliancebernstein L.P.100,553$188.0K0.00%00.0%Unchanged
American Century Companies Inc146,136$192.9K0.00%+234+0.2%Added
Ramsey Quantitative Systems150,979$199.3K0.18%+150,979New
Nuveen, LLC167,100$220.6K0.00%00.0%Unchanged
UBS Asset Management Americas Inc174,705$230.6K0.00%00.0%Unchanged
Bank of America Corp197,418$260.6K0.00%−18,578−8.6%Reduced
Franklin Resources Inc198,282$261.7K0.00%−9,806−4.7%Reduced
Gsa Capital Partners LLP233,631$308.0K0.02%+91,914+64.9%Added
California Public Employees Retirement System248,615$328.2K0.00%−80,474−24.5%Reduced
Citadel Advisors LLC268,734$354.7K0.00%+268,734New
Goldman Sachs Group Inc275,413$363.5K0.00%−80,864−22.7%Reduced
Vanguard Asset Management, Ltd280,854$370.7K0.00%−114,524−29.0%Reduced
Two Sigma Investments, LP285,412$376.7K0.00%−145,264−33.7%Reduced
Mirae Asset Global ETFs Holdings Ltd.297,334$392.9K0.00%−24,606−7.6%Reduced
Millennium Management LLC299,746$395.7K0.00%+204,316+214.1%Added
Bank of New York Mellon Corp310,033$409.2K0.00%−8,332−2.6%Reduced
Susquehanna International Group, LLP311,225$410.8K0.00%−236,945−43.2%Reduced
JBF Capital, Inc.339,884$448.6K0.06%00.0%Unchanged
Numerai GP LLC403,029$532.0K0.04%+403,029New
Northern Trust Corp420,583$555.2K0.00%−56,696−11.9%Reduced
Morgan Stanley451,248$595.6K0.00%−26,666−5.6%Reduced
Invesco Ltd.490,846$647.9K0.00%−137,136−21.8%Reduced
Barometer Capital Management Inc.572,800$756.1K0.21%+38,100+7.1%Added
JPMorgan Chase & Co597,392$800.5K0.00%+575,326+2,607.3%Added
Allianz Asset Management GmbH1,077,551$1.42M0.00%−26,421−2.4%Reduced
Legal & General Group Plc1,187,221$1.57M0.00%−357,607−23.1%Reduced
Jane Street Group, LLC1,312,511$1.73M0.00%+513,726+64.3%Added
State Street Corp1,462,988$1.93M0.00%−836,432−36.4%Reduced
Vanguard Fiduciary Trust Co2,049,280$2.71M0.00%−567,008−21.7%Reduced
Norges Bank3,151,227$4.16M0.00%+3,151,227New
UBS Group AG4,193,458$5.54M0.00%+2,935,979+233.5%Added
Charles Schwab Investment Management Inc4,414,394$5.83M0.00%−462,980−9.5%Reduced
Acadian Asset Management LLC4,693,040$6.19M0.01%−1,252,929−21.1%Reduced
BlackRock, Inc.5,781,769$7.63M0.00%−48,722−0.8%Reduced
Vanguard Capital Management LLC7,573,448$10.0M0.00%−2,128,259−21.9%Reduced
Yunqi Capital Ltd10,950,138$14.5M11.57%00.0%Unchanged
Alpine Investment Management Ltd13,939,985$18.4M4.47%+1,535,985+12.4%Added
Baillie Gifford & Co0$00.00%−8,186,456−100.0%Sold out
FMR LLC0$00.00%−3,947,314−100.0%Sold out
Neuberger Berman Group LLC0$00.00%−104,956−100.0%Sold out
XTX Topco Ltd0$00.00%−82,816−100.0%Sold out
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.0$00.00%−78,299−100.0%Sold out
Group One Trading, L.P.0$00.00%−65,847−100.0%Sold out
SEI Investments Co0$00.00%−30,052−100.0%Sold out
Axq Capital, LP0$00.00%−29,704−100.0%Sold out
Virtu Financial LLC0$00.00%−25,019−100.0%Sold out
SG Americas Securities, LLC0$00.00%−15,880−100.0%Sold out
Fulton Bank, N.A.0$00.00%−14,568−100.0%Sold out
Ariadne Wealth Management, LP0$00.00%−12,292−100.0%Sold out
Ethic Inc.0$00.00%−11,330−100.0%Sold out
StoneX Group Inc.0$00.00%−11,028−100.0%Sold out
Advisor Group Holdings, Inc.0$00.00%−472−100.0%Sold out
IMA Wealth, Inc.0$00.00%−36−100.0%Sold out
CWM, LLC––––Not filed