Lufax Holding Ltd
LU- 交易所
- NYSE
- 產業
- Finance Services
- SEC CIK
- 0001816007
近 90 天，Lufax Holding Ltd 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 75 家機構在 13F 申報持有，市值合計 $9,248 萬；沒有大師持有。
2023 年第 1 季 13F 持有人
Lufax Holding Ltd 在 2023/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 172
- 較 2022 年第 4 季 +7 家
- 持有股數
- 4.34 億
- 較 2022 年第 4 季 +1,720 萬 (+4.1%)
- 總市值
- $8.87 億
- 較 2022 年第 4 季 +$7,762 萬 (+9.6%)
- 新進機構
- 34
- 另有 70 家加碼
- 清倉機構
- 27
- 另有 50 家減碼
另有 1 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 LU 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 75 | $9,248 萬 |
| 2026 年第 1 季 | 75 | $1.49 億 |
| 2025 年第 4 季 | 83 | $2.13 億 |
| 2025 年第 3 季 | 89 | $3.53 億 |
| 2025 年第 2 季 | 98 | $2.78 億 |
| 2025 年第 1 季 | 103 | $2.86 億 |
| 2024 年第 4 季 | 103 | $2.05 億 |
| 2024 年第 3 季 | 116 | $3.01 億 |
| 2024 年第 2 季 | 113 | $2.17 億 |
| 2024 年第 1 季 | 129 | $4.06 億 |
| 2023 年第 4 季 | 121 | $2.68 億 |
| 2023 年第 3 季 | 146 | $4.06 億 |
| 2023 年第 2 季 | 155 | $5.70 億 |
| 2023 年第 1 季 | 172 | $8.87 億 |
| 2022 年第 4 季 | 166 | $8.09 億 |
| 2022 年第 3 季 | 155 | $9.17 億 |
| 2022 年第 2 季 | 163 | $22.0 億 |
| 2022 年第 1 季 | 140 | $18.9 億 |
| 2021 年第 4 季 | 132 | $16.6 億 |
| 2021 年第 3 季 | 128 | $18.5 億 |
| 2021 年第 2 季 | 144 | $26.0 億 |
| 2021 年第 1 季 | 119 | $24.8 億 |
2023 年第 1 季持有機構
每家機構持有 Lufax Holding Ltd 的股數、市值與佔組合比重；股數變化跟 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| JBF Capital, Inc. | 100,000 | $20.4 萬 | 0.05% | −5,000−4.8% | 減碼 |
| Oasis Management Co Ltd. | 99,997 | $20.4 萬 | 0.04% | +99,997 | 新進 |
| State of New Jersey Common Pension Fund D | 92,081 | $18.8 萬 | 0.00% | 00.0% | 不變 |
| XTX Topco Ltd | 90,793 | $18.5 萬 | 0.04% | −17,532−16.2% | 減碼 |
| RBF Capital, LLC | 90,000 | $18.4 萬 | 0.01% | 00.0% | 不變 |
| CI Private Wealth, LLC | 89,182 | $18.2 萬 | 0.00% | +49,957+127.4% | 加碼 |
| Nomura Asset Management Co Ltd | 88,700 | $18.1 萬 | 0.00% | +14,700+19.9% | 加碼 |
| Gulf International Bank (UK) Ltd | 84,026 | $17.1 萬 | 0.00% | −5,974−6.6% | 減碼 |
| Ensign Peak Advisors, Inc | 76,300 | $15.6 萬 | 0.00% | +24,050+46.0% | 加碼 |
| Principal Financial Group Inc | 76,244 | $15.6 萬 | 0.00% | +5,446+7.7% | 加碼 |
| APG Asset Management N.V. | 82,620 | $15.5 萬 | 0.00% | +21,600+35.4% | 加碼 |
| Nomura Holdings Inc | 75,100 | $15.3 萬 | 0.00% | +38,000+102.4% | 加碼 |
| JustInvest LLC | 70,432 | $14.4 萬 | 0.00% | +14,695+26.4% | 加碼 |
| Voya Investment Management LLC | 69,705 | $14.2 萬 | 0.00% | −7,241−9.4% | 減碼 |
| Virginia Retirement Systems Et Al | 59,500 | $12.1 萬 | 0.00% | −6,400−9.7% | 減碼 |
| Millennium Management LLC | 59,552 | $12.1 萬 | 0.00% | +40,748+216.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 58,467 | $11.9 萬 | 0.00% | +58,467 | 新進 |
| Wolverine Trading, LLC | 55,890 | $11.8 萬 | 0.00% | +17,937+47.3% | 加碼 |
| Engineers Gate Manager LP | 56,196 | $11.5 萬 | 0.00% | +56,196 | 新進 |
| Yousif Capital Management, LLC | 48,452 | $9.88 萬 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 41,332 | $8.40 萬 | 0.00% | −26,388−39.0% | 減碼 |
| Ameriprise Financial Inc | 40,924 | $8.35 萬 | 0.00% | −422,785−91.2% | 減碼 |
| DekaBank Deutsche Girozentrale | 34,099 | $7.00 萬 | 0.00% | −62−0.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 34,201 | $6.98 萬 | 0.00% | +20,245+145.1% | 加碼 |
| Prudential Financial Inc | 33,566 | $6.85 萬 | 0.00% | +16,397+95.5% | 加碼 |
| Peapack Gladstone Financial Corp | 33,500 | $6.80 萬 | 0.00% | +33,500 | 新進 |
| IFM Investors Pty Ltd | 31,310 | $6.39 萬 | 0.00% | +2,052+7.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 31,151 | $6.30 萬 | 0.00% | +31,036+26,987.8% | 加碼 |
| DGS Capital Management, LLC | 29,920 | $6.10 萬 | 0.03% | −7,504−20.1% | 減碼 |
| Ronald Blue Trust, Inc. | 29,644 | $5.80 萬 | 0.00% | +27,911+1,610.6% | 加碼 |
| FMR LLC | 27,786 | $5.67 萬 | 0.00% | −4,442−13.8% | 減碼 |
| QCM Cayman, Ltd. | 26,096 | $5.32 萬 | 0.33% | +3,321+14.6% | 加碼 |
| Ground Swell Capital, LLC | 26,000 | $5.30 萬 | 0.09% | +26,000 | 新進 |
| Tobam | 24,839 | $5.10 萬 | 0.00% | +24,839 | 新進 |
| Balentine LLC | 23,997 | $4.90 萬 | 0.00% | −23,899−49.9% | 減碼 |
| Allianz Asset Management GmbH | 23,562 | $4.81 萬 | 0.00% | +23,562 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 22,533 | $4.60 萬 | 0.01% | +22,533 | 新進 |
| Advisor Partners II, LLC | 22,147 | $4.52 萬 | 0.00% | +22,147 | 新進 |
| Vident Investment Advisory, LLC | 21,834 | $4.45 萬 | 0.00% | −4,461−17.0% | 減碼 |
| SEI Investments Co | 20,805 | $4.24 萬 | 0.00% | +20,805 | 新進 |
| Clear Street Markets LLC | 20,000 | $4.10 萬 | 0.01% | +20,000 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,837 | $3.84 萬 | 0.00% | 00.0% | 不變 |
| Platinum Investment Management Ltd | 18,148 | $3.70 萬 | 0.00% | −5,061−21.8% | 減碼 |
| DRW Securities, LLC | 17,934 | $3.70 萬 | 0.01% | −7,505−29.5% | 減碼 |
| CIBC Asset Management Inc | 16,426 | $3.35 萬 | 0.00% | −101−0.6% | 減碼 |
| Alliancebernstein L.P. | 16,179 | $3.30 萬 | 0.00% | 00.0% | 不變 |
| Headlands Technologies LLC | 16,092 | $3.28 萬 | 0.02% | +13,390+495.6% | 加碼 |
| Sequoia Financial Advisors, LLC | 14,879 | $3.04 萬 | 0.00% | +14,879 | 新進 |
| Guggenheim Capital LLC | 14,723 | $3.00 萬 | 0.00% | +2,694+22.4% | 加碼 |
| Price T Rowe Associates Inc | 14,200 | $2.90 萬 | 0.00% | 00.0% | 不變 |
| PDS Planning, Inc | 13,334 | $2.72 萬 | 0.00% | +13,334 | 新進 |
| Cigna Investments Inc | 12,823 | $2.60 萬 | 0.01% | 00.0% | 不變 |
| Veriti Management LLC | 12,367 | $2.52 萬 | 0.00% | +12,367 | 新進 |
| Moneta Group Investment Advisors LLC | 12,107 | $2.47 萬 | 0.00% | +12,107 | 新進 |
| Cerity Partners LLC | 10,833 | $2.21 萬 | 0.00% | +10,833 | 新進 |
| Tudor Investment Corp Et Al | 10,667 | $2.20 萬 | 0.00% | +10,667 | 新進 |
| American International Group, Inc. | 8,266 | $1.69 萬 | 0.00% | 00.0% | 不變 |
| Quantbot Technologies LP | 6,627 | $1.35 萬 | 0.00% | +6,627 | 新進 |
| CWM, LLC | 6,429 | $1.30 萬 | 0.00% | +4,110+177.2% | 加碼 |
| Pinebridge Investments, L.P. | 5,711 | $1.17 萬 | 0.00% | −5,507−49.1% | 減碼 |
| Newbridge Financial Services Group, Inc. | 4,000 | $8,160 | 0.00% | 00.0% | 不變 |
| US Bancorp | 3,837 | $7,827 | 0.00% | +228+6.3% | 加碼 |
| New York State Common Retirement Fund | 3,511 | $7,162 | 0.00% | −1,100−23.9% | 減碼 |
| Global Retirement Partners, LLC | 2,144 | $3,366 | 0.00% | −1,795−45.6% | 減碼 |
| Bell Investment Advisors, Inc | 1,499 | $3,058 | 0.00% | +222+17.4% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 1,413 | $2,883 | 0.00% | −130,926−98.9% | 減碼 |
| Glassman Wealth Services | 1,061 | $2,164 | 0.00% | +1,061 | 新進 |
| Quadrant Capital Group LLC | 551 | $1,125 | 0.00% | +404+274.8% | 加碼 |
| EverSource Wealth Advisors, LLC | 230 | $469 | 0.00% | +230 | 新進 |
| Wells Fargo & Company | 100 | $204 | 0.00% | +100 | 新進 |
| Quent Capital, LLC | 90 | $185 | 0.00% | 00.0% | 不變 |
| Toronto Dominion Bank | 132 | $0 | 0.00% | +132 | 新進 |
| Ariose Capital Management Ltd | 0 | $0 | 0.00% | −3,991,460−100.0% | 清倉 |
| Swedbank AB | 0 | $0 | 0.00% | −2,827,700−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,661,760−100.0% | 清倉 |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −541,211−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −507,009−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −415,500−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −327,397−100.0% | 清倉 |
| First Trust Advisors LP | 0 | $0 | 0.00% | −287,836−100.0% | 清倉 |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −260,409−100.0% | 清倉 |
| Caas Capital Management LP | 0 | $0 | 0.00% | −253,000−100.0% | 清倉 |
| Korea Investment CORP | 0 | $0 | 0.00% | −246,991−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −126,000−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −86,940−100.0% | 清倉 |
| Activest Wealth Management | 0 | $0 | 0.00% | −57,700−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −46,900−100.0% | 清倉 |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −41,743−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −40,300−100.0% | 清倉 |
| AIA Group Ltd | 0 | $0 | 0.00% | −36,839−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −29,419−100.0% | 清倉 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −25,100−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −15,893−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −15,656−100.0% | 清倉 |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −13,061−100.0% | 清倉 |
| LPL Financial LLC | 0 | $0 | 0.00% | −12,500−100.0% | 清倉 |
| Freedom Wealth Alliance, LLC | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −173−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Comerica Bank | – | – | – | – | 本季未申報 |