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。
2025 年第 1 季 13F 持有人
Lufax Holding Ltd 在 2025/3/31 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
- 103
- 較 2024 年第 4 季 +2 家
- 持有股數
- 9,632 萬
- 較 2024 年第 4 季 +1,260 萬 (+15.0%)
- 總市值
- $2.86 億
- 較 2024 年第 4 季 +$8,587 萬 (+42.9%)
- 新進機構
- 16
- 另有 39 家加碼
- 清倉機構
- 14
- 另有 32 家減碼
另有 2 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 10,281,698 | $3,054 萬 | 0.03% | −4,385,371−29.9% | 減碼 |
| Yunqi Capital Ltd | 7,098,040 | $2,108 萬 | 20.74% | 00.0% | 不變 |
| Vanguard Group Inc | 7,081,461 | $2,103 萬 | 0.00% | −61,905−0.9% | 減碼 |
| Tiger Pacific Capital LP | 6,757,978 | $2,007 萬 | 7.23% | +2,821,316+71.7% | 加碼 |
| State Street Corp | 5,358,754 | $1,592 萬 | 0.00% | +563,051+11.7% | 加碼 |
| Acadian Asset Management LLC | 5,168,650 | $1,534 萬 | 0.04% | +3,206,645+163.4% | 加碼 |
| BlackRock, Inc. | 5,108,639 | $1,517 萬 | 0.00% | +253,823+5.2% | 加碼 |
| Charles Schwab Investment Management Inc | 5,011,130 | $1,488 萬 | 0.00% | +805,292+19.1% | 加碼 |
| Nuveen, LLC | 4,859,255 | $1,443 萬 | 0.00% | +4,859,255 | 新進 |
| First Beijing Investment Ltd | 4,392,625 | $1,305 萬 | 0.90% | +4,392,625 | 新進 |
| FIL Ltd | 2,916,702 | $866.3 萬 | 0.01% | −1,492,076−33.8% | 減碼 |
| Morgan Stanley | 2,451,433 | $728.1 萬 | 0.00% | +1,885,442+333.1% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 2,090,172 | $620.8 萬 | 0.02% | −184,358−8.1% | 減碼 |
| Renaissance Technologies LLC | 1,985,519 | $589.7 萬 | 0.01% | −137,300−6.5% | 減碼 |
| Norges Bank | 1,766,041 | $524.5 萬 | 0.00% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 1,764,470 | $524.0 萬 | 0.01% | +274,540+18.4% | 加碼 |
| UBS Group AG | 1,421,331 | $422.1 萬 | 0.00% | +634,164+80.6% | 加碼 |
| Goldman Sachs Group Inc | 1,343,505 | $399.0 萬 | 0.00% | +8,236+0.6% | 加碼 |
| Two Sigma Advisers, LP | 1,329,441 | $394.8 萬 | 0.01% | −244,300−15.5% | 減碼 |
| Two Sigma Investments, LP | 1,289,889 | $383.1 萬 | 0.01% | −656,686−33.7% | 減碼 |
| Citadel Advisors LLC | 1,272,511 | $377.9 萬 | 0.00% | +277,490+27.9% | 加碼 |
| Wellington Management Group LLP | 1,127,957 | $335.0 萬 | 0.00% | +968,809+608.7% | 加碼 |
| Hel Ved Capital Management Ltd | 1,115,000 | $331.2 萬 | 1.67% | +1,115,000 | 新進 |
| D. E. Shaw & Co., Inc. | 1,017,051 | $302.1 萬 | 0.00% | +1,017,051 | 新進 |
| Citigroup Inc | 1,012,127 | $300.6 萬 | 0.00% | +663,392+190.2% | 加碼 |
| Jane Street Group, LLC | 917,095 | $272.4 萬 | 0.00% | −775,251−45.8% | 減碼 |
| Caxton Associates LLP | 912,345 | $271.0 萬 | 0.09% | +912,345 | 新進 |
| BNP Paribas Arbitrage, SA | 889,745 | $264.3 萬 | 0.00% | −415,730−31.8% | 減碼 |
| Bank of America Corp | 801,593 | $238.1 萬 | 0.00% | +84,449+11.8% | 加碼 |
| Invesco Ltd. | 641,947 | $190.7 萬 | 0.00% | +38,868+6.4% | 加碼 |
| Legal & General Group Plc | 625,593 | $185.7 萬 | 0.00% | +863+0.1% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 604,823 | $179.6 萬 | 0.00% | +148,724+32.6% | 加碼 |
| Catalyst Funds Management Pty Ltd | 594,960 | $176.7 萬 | 0.46% | −293,040−33.0% | 減碼 |
| Northern Trust Corp | 534,652 | $158.8 萬 | 0.00% | +11,568+2.2% | 加碼 |
| AQR Capital Management LLC | 470,023 | $139.6 萬 | 0.00% | 00.0% | 不變 |
| JBF Capital, Inc. | 339,884 | $100.9 萬 | 0.19% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 333,776 | $99.1 萬 | 0.00% | −157,937−32.1% | 減碼 |
| Susquehanna International Group, LLP | 298,690 | $88.7 萬 | 0.00% | +134,895+82.4% | 加碼 |
| California Public Employees Retirement System | 244,073 | $72.5 萬 | 0.00% | +7,365+3.1% | 加碼 |
| Millennium Management LLC | 215,404 | $64.0 萬 | 0.00% | −365,486−62.9% | 減碼 |
| Leading Securities Co Ltd | 191,460 | $56.9 萬 | 3.42% | 00.0% | 不變 |
| Walleye Capital LLC | 183,672 | $54.6 萬 | 0.01% | +111,118+153.2% | 加碼 |
| SG Americas Securities, LLC | 179,521 | $53.3 萬 | 0.00% | +179,521 | 新進 |
| Geode Capital Management, LLC | 137,821 | $40.9 萬 | 0.00% | +12,454+9.9% | 加碼 |
| American Century Companies Inc | 134,388 | $39.9 萬 | 0.00% | +1,133+0.9% | 加碼 |
| Squarepoint Ops LLC | 127,823 | $38.0 萬 | 0.00% | −37,337−22.6% | 減碼 |
| SEI Investments Co | 124,643 | $37.0 萬 | 0.00% | +91,849+280.1% | 加碼 |
| Franklin Resources Inc | 113,459 | $33.7 萬 | 0.00% | +41,862+58.5% | 加碼 |
| Neuberger Berman Group LLC | 104,956 | $31.2 萬 | 0.00% | 00.0% | 不變 |
| Alliancebernstein L.P. | 102,530 | $30.5 萬 | 0.00% | 00.0% | 不變 |
| Police & Firemen's Retirement System of New Jersey | 101,254 | $30.1 萬 | 0.00% | +28,029+38.3% | 加碼 |
| Amundi | 97,223 | $28.2 萬 | 0.00% | +42,236+76.8% | 加碼 |
| HSBC Holdings PLC | 92,299 | $27.4 萬 | 0.00% | −100,559−52.1% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 87,484 | $26.0 萬 | 0.00% | −67,095−43.4% | 減碼 |
| Polunin Capital Partners Ltd | 89,626 | $22.0 萬 | 0.04% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 70,969 | $21.1 萬 | 0.00% | +7,122+11.2% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 66,650 | $19.8 萬 | 0.00% | +9,241+16.1% | 加碼 |
| JPMorgan Chase & Co | 63,023 | $18.7 萬 | 0.00% | +4,264+7.3% | 加碼 |
| Centiva Capital, LP | 61,834 | $18.4 萬 | 0.01% | +61,834 | 新進 |
| Barometer Capital Management Inc. | 60,800 | $18.1 萬 | 0.07% | +16,200+36.3% | 加碼 |
| Group One Trading, L.P. | 53,928 | $16.0 萬 | 0.01% | +7,201+15.4% | 加碼 |
| Standard Life Aberdeen plc | 51,781 | $15.4 萬 | 0.00% | −351,200−87.2% | 減碼 |
| XTX Topco Ltd | 51,452 | $15.3 萬 | 0.01% | −39,140−43.2% | 減碼 |
| Platinum Investment Management Ltd | 45,211 | $13.4 萬 | 0.01% | +27,264+151.9% | 加碼 |
| Gsa Capital Partners LLP | 43,388 | $12.9 萬 | 0.01% | +43,388 | 新進 |
| Deutsche Bank AG | 40,382 | $12.0 萬 | 0.00% | −110−0.3% | 減碼 |
| Asset Management One Co.,Ltd. | 35,097 | $10.4 萬 | 0.00% | +2,420+7.4% | 加碼 |
| Russell Investments Group, Ltd. | 34,082 | $10.1 萬 | 0.00% | +34,082 | 新進 |
| Profund Advisors LLC | 29,489 | $8.76 萬 | 0.00% | +2,682+10.0% | 加碼 |
| UBS Asset Management Americas Inc | 28,021 | $8.32 萬 | 0.00% | −97,787−77.7% | 減碼 |
| SIH Partners, LLLP | 27,400 | $8.14 萬 | 0.01% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 23,711 | $7.04 萬 | 0.00% | +23,711 | 新進 |
| Simplex Trading, LLC | 21,657 | $6.40 萬 | 0.00% | +4,441+25.8% | 加碼 |
| New York State Common Retirement Fund | 21,120 | $6.27 萬 | 0.00% | −105,000−83.3% | 減碼 |
| Pathstone Holdings, LLC | 18,303 | $5.44 萬 | 0.00% | −951−4.9% | 減碼 |
| Pictet Asset Management Holding SA | 17,282 | $5.13 萬 | 0.00% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 24,017 | $4.93 萬 | 0.00% | +7,417+44.7% | 加碼 |
| CI Private Wealth, LLC | 15,910 | $4.73 萬 | 0.00% | −5,308−25.0% | 減碼 |
| Ethic Inc. | 15,178 | $4.49 萬 | 0.00% | −5,578−26.9% | 減碼 |
| Handelsbanken Fonder AB | 14,825 | $4.40 萬 | 0.00% | −32,200−68.5% | 減碼 |
| Shell Asset Management Co | 14,943 | $4.40 萬 | 0.00% | +14,943 | 新進 |
| Ewa, LLC | 13,731 | $4.08 萬 | 0.02% | +496+3.7% | 加碼 |
| Savant Capital, LLC | 12,599 | $3.74 萬 | 0.00% | +12,599 | 新進 |
| Headlands Technologies LLC | 7,802 | $2.32 萬 | 0.00% | −47,969−86.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 5,250 | $1.56 萬 | 0.00% | +5,250 | 新進 |
| Optiver Holding B.V. | 3,474 | $1.03 萬 | 0.00% | +3,474 | 新進 |
| SBI Securities Co., Ltd. | 2,009 | $5,967 | 0.00% | −19−0.9% | 減碼 |
| Caitong International Asset Management Co., Ltd | 1,018 | $3,023 | 0.00% | +640+169.3% | 加碼 |
| CWM, LLC | 927 | $3,000 | 0.00% | −844−47.7% | 減碼 |
| Clear Street Markets LLC | 884 | $2,625 | 0.00% | +884 | 新進 |
| Rhumbline Advisers | 746 | $2,214 | 0.00% | −159−17.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 604 | $1,794 | 0.00% | +18+3.1% | 加碼 |
| Barclays PLC | 450 | $1,337 | 0.00% | −2,078−82.2% | 減碼 |
| Coldstream Capital Management Inc | 402 | $1,194 | 0.00% | +402 | 新進 |
| Advisor Group Holdings, Inc. | 375 | $1,113 | 0.00% | −97−20.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 228 | $677 | 0.00% | −1,441−86.3% | 減碼 |
| FMR LLC | 161 | $478 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 38 | $91 | 0.00% | 00.0% | 不變 |
| SWAN Capital LLC | 28 | $83 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 25 | $74 | 0.00% | 00.0% | 不變 |