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。
2026 年第 1 季 13F 持有人
Lufax Holding Ltd 在 2026/3/31 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
- 75
- 較 2025 年第 4 季 −6 家
- 持有股數
- 7,955 萬
- 較 2025 年第 4 季 +1,241 萬 (+18.5%)
- 總市值
- $1.49 億
- 較 2025 年第 4 季 −$2,379 萬 (−13.8%)
- 新進機構
- 10
- 另有 15 家加碼
- 清倉機構
- 16
- 另有 35 家減碼
另有 2 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Alpine Investment Management Ltd | 12,404,000 | $2,320 萬 | 11.27% | +4,297,500+53.0% | 加碼 |
| Yunqi Capital Ltd | 10,950,138 | $2,048 萬 | 22.16% | 00.0% | 不變 |
| Vanguard Capital Management LLC | 9,701,707 | $1,814 萬 | 0.00% | +9,701,707 | 新進 |
| Baillie Gifford & Co | 8,186,456 | $1,531 萬 | 0.02% | +243,609+3.1% | 加碼 |
| Acadian Asset Management LLC | 5,945,969 | $1,111 萬 | 0.02% | −777,482−11.6% | 減碼 |
| BlackRock, Inc. | 5,830,491 | $1,090 萬 | 0.00% | +249,649+4.5% | 加碼 |
| Charles Schwab Investment Management Inc | 4,877,374 | $912.1 萬 | 0.00% | −924,631−15.9% | 減碼 |
| FMR LLC | 3,947,314 | $738.1 萬 | 0.00% | −1470.0% | 減碼 |
| Vanguard Fiduciary Trust Co | 2,616,288 | $489.2 萬 | 0.00% | +2,616,288 | 新進 |
| State Street Corp | 2,299,420 | $430.0 萬 | 0.00% | −1,615,135−41.3% | 減碼 |
| Legal & General Group Plc | 1,544,828 | $289.0 萬 | 0.00% | −16,078−1.0% | 減碼 |
| UBS Group AG | 1,257,479 | $235.1 萬 | 0.00% | +519,446+70.4% | 加碼 |
| Allianz Asset Management GmbH | 1,103,972 | $206.4 萬 | 0.00% | −149,337−11.9% | 減碼 |
| Jane Street Group, LLC | 798,785 | $149.4 萬 | 0.00% | −204,732−20.4% | 減碼 |
| Invesco Ltd. | 627,982 | $117.4 萬 | 0.00% | −79,652−11.3% | 減碼 |
| Susquehanna International Group, LLP | 548,170 | $102.5 萬 | 0.00% | −11,635−2.1% | 減碼 |
| Barometer Capital Management Inc. | 534,700 | $100.0 萬 | 0.34% | +527,700+7,538.6% | 加碼 |
| Morgan Stanley | 477,914 | $89.4 萬 | 0.00% | −173,685−26.7% | 減碼 |
| Northern Trust Corp | 477,279 | $89.3 萬 | 0.00% | −55,538−10.4% | 減碼 |
| Two Sigma Investments, LP | 430,676 | $80.5 萬 | 0.00% | +283,776+193.2% | 加碼 |
| Vanguard Asset Management, Ltd | 395,378 | $73.9 萬 | 0.00% | +395,378 | 新進 |
| Goldman Sachs Group Inc | 356,277 | $66.6 萬 | 0.00% | +7,550+2.2% | 加碼 |
| JBF Capital, Inc. | 339,884 | $63.6 萬 | 0.09% | 00.0% | 不變 |
| California Public Employees Retirement System | 329,089 | $61.5 萬 | 0.00% | +7,608+2.4% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 321,940 | $60.0 萬 | 0.00% | −190,927−37.2% | 減碼 |
| Bank of New York Mellon Corp | 318,365 | $59.5 萬 | 0.00% | +14,224+4.7% | 加碼 |
| Public Employees Retirement System of Ohio | 246,500 | $46.1 萬 | 0.00% | +6,600+2.8% | 加碼 |
| Bank of America Corp | 215,996 | $40.4 萬 | 0.00% | −32,427−13.1% | 減碼 |
| Franklin Resources Inc | 208,088 | $38.9 萬 | 0.00% | −26,054−11.1% | 減碼 |
| HRT Financial LP | 190,946 | $35.7 萬 | 0.00% | +81,123+73.9% | 加碼 |
| Geode Capital Management, LLC | 187,853 | $35.1 萬 | 0.00% | +3,731+2.0% | 加碼 |
| UBS Asset Management Americas Inc | 174,705 | $32.7 萬 | 0.00% | +96,775+124.2% | 加碼 |
| Nuveen, LLC | 167,100 | $31.2 萬 | 0.00% | 00.0% | 不變 |
| American Century Companies Inc | 145,902 | $27.3 萬 | 0.00% | −4,818−3.2% | 減碼 |
| Gsa Capital Partners LLP | 141,717 | $26.5 萬 | 0.02% | +141,717 | 新進 |
| Alliancebernstein L.P. | 100,553 | $25.7 萬 | 0.00% | 00.0% | 不變 |
| Standard Life Aberdeen plc | 107,225 | $20.1 萬 | 0.00% | −74,533−41.0% | 減碼 |
| Neuberger Berman Group LLC | 104,956 | $19.6 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 101,933 | $19.1 萬 | 0.01% | −50,780−33.3% | 減碼 |
| Millennium Management LLC | 95,430 | $17.8 萬 | 0.00% | −164,042−63.2% | 減碼 |
| HSBC Holdings PLC | 83,968 | $15.7 萬 | 0.00% | +4,421+5.6% | 加碼 |
| XTX Topco Ltd | 82,816 | $15.5 萬 | 0.00% | −13,434−14.0% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 78,299 | $14.6 萬 | 0.00% | −1,428−1.8% | 減碼 |
| Group One Trading, L.P. | 65,847 | $12.3 萬 | 0.00% | −47,205−41.8% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 62,992 | $11.8 萬 | 0.00% | −67,747−51.8% | 減碼 |
| Citigroup Inc | 50,576 | $9.46 萬 | 0.00% | −6,751−11.8% | 減碼 |
| SEI Investments Co | 30,052 | $5.62 萬 | 0.00% | −38,796−56.4% | 減碼 |
| Axq Capital, LP | 29,704 | $5.55 萬 | 0.01% | +29,704 | 新進 |
| SIH Partners, LLLP | 27,400 | $5.12 萬 | 0.00% | 00.0% | 不變 |
| Virtu Financial LLC | 25,019 | $4.70 萬 | 0.00% | −12,454−33.2% | 減碼 |
| Asset Management One Co.,Ltd. | 22,853 | $4.27 萬 | 0.00% | −9,093−28.5% | 減碼 |
| JPMorgan Chase & Co | 22,066 | $3.93 萬 | 0.00% | −30,419−58.0% | 減碼 |
| Hudson Bay Capital Management LP | 20,800 | $3.89 萬 | 0.00% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 17,282 | $3.23 萬 | 0.00% | 00.0% | 不變 |
| Vanguard Investments Australia, Ltd. | 16,739 | $3.13 萬 | 0.00% | +16,739 | 新進 |
| SG Americas Securities, LLC | 15,880 | $3.00 萬 | 0.00% | −182,739−92.0% | 減碼 |
| Fulton Bank, N.A. | 14,568 | $2.72 萬 | 0.00% | +14,568 | 新進 |
| Ewa, LLC | 13,193 | $2.47 萬 | 0.01% | −320−2.4% | 減碼 |
| Ariadne Wealth Management, LP | 12,292 | $2.30 萬 | 0.01% | −8,409−40.6% | 減碼 |
| Ethic Inc. | 11,330 | $2.12 萬 | 0.00% | −1,914−14.5% | 減碼 |
| StoneX Group Inc. | 11,028 | $2.06 萬 | 0.00% | +11,028 | 新進 |
| BNP Paribas Arbitrage, SA | 10,878 | $2.03 萬 | 0.00% | −15,521−58.8% | 減碼 |
| CWM, LLC | 3,927 | $7,343 | 0.00% | +3,000+323.6% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 2,166 | $4,050 | 0.00% | −17,878−89.2% | 減碼 |
| Royal Bank of Canada | 2,021 | $4,000 | 0.00% | +2,021 | 新進 |
| SBI Securities Co., Ltd. | 1,975 | $3,693 | 0.00% | −28−1.4% | 減碼 |
| Basecamp Wealth Advisors LLC | 1,531 | $2,863 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 472 | $881 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 450 | $842 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 411 | $768 | 0.00% | −369−47.3% | 減碼 |
| Caitong International Asset Management Co., Ltd | 239 | $447 | 0.00% | +239 | 新進 |
| IMA Wealth, Inc. | 36 | $67 | 0.00% | 00.0% | 不變 |
| SWAN Capital LLC | 28 | $52 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 25 | $47 | 0.00% | 00.0% | 不變 |
| Danske Bank A/S | 1 | $2 | 0.00% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −586,262−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −540,146−100.0% | 清倉 |
| Fideuram Asset Management (Ireland) dac | 0 | $0 | 0.00% | −194,559−100.0% | 清倉 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −174,664−100.0% | 清倉 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −116,220−100.0% | 清倉 |
| Amundi | 0 | $0 | 0.00% | −93,820−100.0% | 清倉 |
| Polunin Capital Partners Ltd | 0 | $0 | 0.00% | −41,924−100.0% | 清倉 |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −30,294−100.0% | 清倉 |
| Profund Advisors LLC | 0 | $0 | 0.00% | −25,448−100.0% | 清倉 |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −23,677−100.0% | 清倉 |
| JustInvest LLC | 0 | $0 | 0.00% | −13,189−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,399−100.0% | 清倉 |
| Deutsche Bank AG | 0 | $0 | 0.00% | −8,991−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −2,675−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,797−100.0% | 清倉 |
| Rhumbline Advisers | 0 | $0 | 0.00% | −148−100.0% | 清倉 |
| Vanguard Group Inc | – | – | – | – | 本季未申報 |
| Norges Bank | – | – | – | – | 本季未申報 |