Skip to main content
Equibles

LU

Lufax Holding Ltd

Company with tickers: LU

CIK
1816007
CUSIP
54975P201
Shares Outstanding
866,688,892
13F Activity (30d)
63 filings 61 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 75
Total Value: $150,836,979
Total Shares: 80,661,512

Institutional Ownership Trend

10 quarters

Holder Concentration

Across 75 13F filers · Δ vs Dec 31, 2025
Top Holder
15.4%
Dec 2023 → Mar 2026 · range 9.2% – 16.8%
+0.4 pts
Top 5
58.5%
Dec 2023 → Mar 2026 · range 37.6% – 58.5%
+3.1 pts
Top 10
82.8%
Dec 2023 → Mar 2026 · range 60.0% – 82.8%
+0.6 pts
HHI
870
Dec 2023 → Mar 2026 · range 457 – 870
Broadly held +57

Quarterly Activity

vs Dec 31, 2025
New
10
Increased
16
Decreased
35
Sold Out
18
Unchanged
14
Holder count: -8
Institutional value: -29.5%
Shares held: -3.4%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Small Alpine Investment Management Ltd +4,297,500 12,404,000
Small BAROMETER CAPITAL MANAGEMENT INC. +527,700 534,700
Mega UBS Group AG +519,446 1,257,479
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP +353,565 1,388,270
Mega TWO SIGMA INVESTMENTS, LP +283,776 430,676

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega STATE STREET CORP −1,615,135 2,299,420
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC −924,631 4,877,374
Large ACADIAN ASSET MANAGEMENT LLC −777,482 5,945,969
Mega CITADEL ADVISORS LLC −390,546 253,300
Mega JANE STREET GROUP, LLC −285,732 818,785

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 9,701,707 $18,142,192
Mega VANGUARD FIDUCIARY TRUST CO 2,616,288 $4,892,458
Mega VANGUARD ASSET MANAGEMENT, Ltd 395,378 $739,356
Mid GSA CAPITAL PARTNERS LLP 141,717 $265,010
Small AXQ CAPITAL, LP 29,704 $55,546

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 12,534,494 $32,088,303
Mega NORGES BANK 3,151,227 $8,067,141
Large TWO SIGMA ADVISERS, LP 586,262 $1,500,830
Small Fideuram Asset Management (Ireland) dac 194,559 $498,071
Mega WELLINGTON MANAGEMENT GROUP LLP 174,664 $447,139
Filter: New 10 Increased 16 Reduced 35 Sold out 18 Unchanged 14
Showing 79 of 79
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Small Alpine Investment Management Ltd $23,195,480 15.38% 12,404,000
Micro Yunqi Capital Ltd $20,476,758 13.58% 10,950,138
Mega VANGUARD CAPITAL MANAGEMENT LLC $18,142,192 12.03% 9,701,707
Large BAILLIE GIFFORD & CO $15,308,670 10.15% 8,186,456
Large ACADIAN ASSET MANAGEMENT LLC $11,118,962 7.37% 5,945,969
Mega BlackRock, Inc. $10,903,015 7.23% 5,830,491
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $9,120,689 6.05% 4,877,374
Mega FMR LLC $7,381,477 4.89% 3,947,314
Mega VANGUARD FIDUCIARY TRUST CO Bank $4,892,458 3.24% 2,616,288
Mega STATE STREET CORP $4,299,915 2.85% 2,299,420
Mega Legal & General Group Plc $2,888,827 1.92% 1,544,828
Mega UBS Group AG $2,351,484 1.56% 1,257,479
Large Allianz Asset Management GmbH $2,064,427 1.37% 1,103,972
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,552,100 1.03% 830,000
Mega JANE STREET GROUP, LLC $1,493,726 0.99% 798,785
Mega Invesco Ltd. $1,174,326 0.78% 627,982
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,025,077 0.68% 548,170
Small BAROMETER CAPITAL MANAGEMENT INC. $999,889 0.66% 534,700
Mega MORGAN STANLEY $893,696 0.59% 477,914
Mega NORTHERN TRUST CORP Bank $892,510 0.59% 477,279
Mega TWO SIGMA INVESTMENTS, LP $805,364 0.53% 430,676
Mega VANGUARD ASSET MANAGEMENT, Ltd $739,356 0.49% 395,378
Mega GOLDMAN SACHS GROUP INC $666,237 0.44% 356,277
Small JBF Capital, Inc. $635,583 0.42% 339,884
Mega California Public Employees Retirement System Pension $615,396 0.41% 329,089
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $602,026 0.40% 321,940
Mega Bank of New York Mellon Corp Bank $595,341 0.39% 318,365
Large PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Pension $460,955 0.31% 246,500
Mega CITADEL ADVISORS LLC $444,125 0.29% 237,500
Mega BANK OF AMERICA CORP /DE/ Bank $403,912 0.27% 215,996
Mega FRANKLIN RESOURCES INC $389,123 0.26% 208,088
Large HRT FINANCIAL LP $357,069 0.24% 190,946
Mega GEODE CAPITAL MANAGEMENT, LLC $351,284 0.23% 187,853
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $326,697 0.22% 174,705
Mega Nuveen, LLC $312,477 0.21% 167,100
Mega AMERICAN CENTURY COMPANIES INC $272,836 0.18% 145,902
Mid GSA CAPITAL PARTNERS LLP $265,010 0.18% 141,717
Large Aberdeen Group plc $200,510 0.13% 107,225
Mega NEUBERGER BERMAN GROUP LLC $196,267 0.13% 104,956
Mid SIMPLEX TRADING, LLC $190,614 0.13% 101,933
Mega ALLIANCEBERNSTEIN L.P. $188,034 0.12% 100,553
Mega MILLENNIUM MANAGEMENT LLC $178,454 0.12% 95,430
Mega HSBC HOLDINGS PLC $157,020 0.10% 83,968
Mid XTX Topco Ltd $154,865 0.10% 82,816
Mega Mitsubishi UFJ Asset Management Co., Ltd. $146,419 0.10% 78,299
Mid GROUP ONE TRADING LLC $123,133 0.08% 65,847
Large Police & Firemen's Retirement System of New Jersey Pension $117,795 0.08% 62,992
Mega CITIGROUP INC $94,577 0.06% 50,576
Large SEI INVESTMENTS CO $56,197 0.04% 30,052
Small AXQ CAPITAL, LP $55,546 0.04% 29,704
Mid SIH Partners, LLLP $51,238 0.03% 27,400
Mid Virtu Financial LLC $46,785 0.03% 25,019
Large Asset Management One Co., Ltd. $42,735 0.03% 22,853
Mega JPMORGAN CHASE & CO $41,263 0.03% 22,066
Large Hudson Bay Capital Management LP $38,896 0.03% 20,800
Mega JANE STREET GROUP, LLC $37,400 0.02% 20,000
Large Pictet Asset Management Holding SA $32,317 0.02% 17,282
Large Vanguard Investments Australia, Ltd. $31,301 0.02% 16,739
Large SG Americas Securities, LLC Broker-Dealer $29,695 0.02% 15,880
Mega CITADEL ADVISORS LLC $29,546 0.02% 15,800
Mid Fulton Bank, N.A. $27,242 0.02% 14,568
Small EWA, LLC $24,670 0.02% 13,193
Small Ariadne Wealth Management, LP $22,986 0.02% 12,292
Mid Ethic Inc. $21,187 0.01% 11,330
Small StoneX Group Inc. $20,622 0.01% 11,028
Mega BNP PARIBAS ARBITRAGE, SA $20,341 0.01% 10,878
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $18,887 0.01% 10,100
Large CWM, LLC $7,343 0.00% 3,927
Large Mirae Asset Global Investments Co., Ltd. $4,050 0.00% 2,166
Mega ROYAL BANK OF CANADA Bank $3,779 0.00% 2,021
Mid SBI Securities Co., Ltd. Broker-Dealer $3,693 0.00% 1,975
Large OSAIC HOLDINGS, INC. $882 0.00% 472
Mega BARCLAYS PLC $841 0.00% 450
Mid EverSource Wealth Advisors, LLC $768 0.00% 411
Small Caitong International Asset Management Co., Ltd $446 0.00% 239
Small IMA Advisory Services, Inc. $67 0.00% 36
Micro SWAN Capital LLC $52 0.00% 28
Mega WELLS FARGO & COMPANY/MN $46 0.00% 25
Large DANSKE BANK A/S Bank $1 0.00% 1

Report a Problem

Category
Description
Email (optional, for follow-up)