LU · Lufax Holding Ltd

$1.23 +0.02 (+1.65%)

Market Cap

$1.06B

866.69M

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.

Quarter:

Holders: 75

Total Value: $93,371,382

Total Shares: 70,735,928

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 75 13F filers · Δ vs Mar 31, 2026

Top Holder

19.7%

+4.3 pts

Top 5

60.7%

+2.2 pts

Top 10

82.3%

−0.5 pts

HHI

975

Broadly held+105

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -1

Institutional value: -38.1%

Shares held: -12.3%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega UBS Group AG	+2,935,979	4,193,458
Small Alpine Investment Management Ltd	+1,535,985	13,939,985
Mega JPMORGAN CHASE & CO	+575,326	597,392
Mega JANE STREET GROUP, LLC	+513,826	1,332,611
Mega MILLENNIUM MANAGEMENT LLC	+204,316	299,746

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega VANGUARD CAPITAL MANAGEMENT LLC	−2,128,259	7,573,448
Large ACADIAN ASSET MANAGEMENT LLC	−1,252,929	4,693,040
Mega STATE STREET CORP	−836,432	1,462,988
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	−648,245	740,025
Mega VANGUARD FIDUCIARY TRUST CO	−567,008	2,049,280

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega NORGES BANK	3,151,227	$4,159,619
Mid Numerai GP LLC	403,029	$531,998
Small RAMSEY QUANTITATIVE SYSTEMS	150,979	$199,292
Large Walleye Trading LLC	115,459	$152,405
Large TUDOR INVESTMENT CORP ET AL	104,888	$138,452

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega BAILLIE GIFFORD & CO	8,186,456	$15,308,670
Mega FMR LLC	3,947,314	$7,381,477
Mega NEUBERGER BERMAN GROUP LLC	104,956	$196,267
Mid XTX Topco Ltd	82,816	$154,865
Mega Mitsubishi UFJ Asset Management Co., Ltd.	78,299	$146,419

Filter: New 16 Increased 14 Reduced 29 Sold out 17 Unchanged 16

Showing 81 of 81

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Alpine Investment Management Ltd

$18,400,780

19.71%

13,939,985

Yunqi Capital Ltd

$14,454,182

15.48%

10,950,138

VANGUARD CAPITAL MANAGEMENT LLC

$9,996,951

10.71%

7,573,448

BlackRock, Inc.

$7,631,933

8.17%

5,781,769

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Asset Management Canada Ltd	83,919	$110,773	1.5%	Sole
BlackRock Fund Advisors	3,219,348	$4,249,539	55.7%	Sole
BlackRock Institutional Trust Company, N.A.	1,426,023	$1,882,350	24.7%	Sole
BlackRock Fund Managers Ltd.	165,813	$218,873	2.9%	Sole
BlackRock (Netherlands) B.V.	61,548	$81,243	1.1%	Sole
BlackRock Asset Management Ireland Ltd	820,694	$1,083,316	14.2%	Sole
Aperio Group, LLC	4,366	$5,763	0.1%	Sole
SpiderRock Advisors, LLC	58	$76	0.0%	Sole

ACADIAN ASSET MANAGEMENT LLC

$6,194,812

6.63%

4,693,040

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	4,693,040	$6,194,812	100.0%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$5,827,000

6.24%

4,414,394

UBS Group AG

$5,535,364

5.93%

4,193,458

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	3,768,758	$4,974,760	89.9%	Defined
UBS Switzerland AG	424,700	$560,604	10.1%	Defined

NORGES BANK

$4,159,619

4.45%

3,151,227

VANGUARD FIDUCIARY TRUST CO

$2,705,049

2.90%

2,049,280

STATE STREET CORP

$1,931,144

2.07%

1,462,988

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	1,462,988	$1,931,144	100.0%	Defined

JANE STREET GROUP, LLC

$1,732,514

1.86%

1,312,511

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	540,463	$713,411	41.2%	Defined
Jane Street Global Trading, LLC	772,048	$1,019,103	58.8%	Defined

Legal & General Group Plc

$1,567,131

1.68%

1,187,221

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management Ltd joint	1,187,221	$1,567,131	100.0%	Defined

Allianz Asset Management GmbH

$1,422,367

1.52%

1,077,551

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Pacific Investment Management Company LLC	1,077,551	$1,422,367	100.0%	Defined

JPMORGAN CHASE & CO

$788,557

0.84%

597,392

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	588,485	$776,800	98.5%	Defined
J.P. Morgan Securities plc	8,907	$11,757	1.5%	Defined

BAROMETER CAPITAL MANAGEMENT INC.

$756,096

0.81%

572,800

Invesco Ltd.

$647,916

0.69%

490,846

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Capital Management LLC	490,846	$647,916	100.0%	Defined

MORGAN STANLEY

$595,644

0.64%

451,248

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	11,043	$14,576	2.4%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	435,058	$574,276	96.4%	Defined
MORGAN STANLEY SMITH BARNEY LLC	2,502	$3,302	0.6%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	2,645	$3,490	0.6%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$566,016

0.61%

428,800

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	428,800	$566,016	100.0%	Other

NORTHERN TRUST CORP

$555,169

0.59%

420,583

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	394,642	$520,927	93.8%	Defined
NORTHERN TRUST GLOBAL INVESTMENTS LTD	25,941	$34,242	6.2%	Defined

Numerai GP LLC

$531,998

0.57%

403,029

JBF Capital, Inc.

$448,646

0.48%

339,884

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$410,817

0.44%

311,225

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	311,225	$410,817	100.0%	Other

Bank of New York Mellon Corp

$409,242

0.44%

310,033

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	305,370	$403,088	98.5%	Defined
The Bank of New York Mellon	4,662	$6,153	1.5%	Defined
Held directly	1	$1	0.0%	Defined

MILLENNIUM MANAGEMENT LLC

$395,664

0.42%

299,746

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$392,480

0.42%

297,334

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	276,894	$365,500	93.1%	Defined
Global X Management (AUS) Ltd joint	20,440	$26,980	6.9%	Defined

TWO SIGMA INVESTMENTS, LP

$376,743

0.40%

285,412

VANGUARD ASSET MANAGEMENT, Ltd

$370,727

0.40%

280,854

GOLDMAN SACHS GROUP INC

$363,545

0.39%

275,413

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	275,413	$363,545	100.0%	Defined

CITADEL ADVISORS LLC

$354,728

0.38%

268,734

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	268,734	$354,728	100.0%	Defined

California Public Employees Retirement System

$328,171

0.35%

248,615

GSA CAPITAL PARTNERS LLP

$308,392

0.33%

233,631

FRANKLIN RESOURCES INC

$261,732

0.28%

198,282

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FIDUCIARY TRUST INTERNATIONAL LLC	2,269	$2,995	1.1%	Defined
FRANKLIN ADVISORY SERVICES LLC	196,013	$258,737	98.9%	Defined

BANK OF AMERICA CORP /DE/

$260,591

0.28%

197,418

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH INTERNATIONAL	197,418	$260,591	100.0%	Defined

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$230,609

0.25%

174,705

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Asset Management Switzerland AG	28,021	$36,987	16.0%	Sole
UBS Asset Management Life Ltd.	49,909	$65,879	28.6%	Defined
Held directly	96,775	$127,743	55.4%	Sole

Nuveen, LLC

$220,572

0.24%

167,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TIAA CREF INVESTMENT MANAGEMENT LLC joint	167,100	$220,572	100.0%	Defined

CITADEL ADVISORS LLC

$204,468

0.22%

154,900

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	154,900	$204,468	100.0%	Defined

RAMSEY QUANTITATIVE SYSTEMS

$199,292

0.21%

150,979

AMERICAN CENTURY COMPANIES INC

$192,899

0.21%

146,136

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	146,136	$192,899	100.0%	Defined

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

$157,344

0.17%

119,200

Aberdeen Group plc

$141,537

0.15%

107,225

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
abrdn Investment Management Ltd	107,225	$141,537	100.0%	Defined

TUDOR INVESTMENT CORP ET AL

$138,452

0.15%

104,888

ALLIANCEBERNSTEIN L.P.

$132,729

0.14%

100,553

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	100,553	$132,729	100.0%	Defined

HRT FINANCIAL LP

$111,237

0.12%

84,271

HSBC HOLDINGS PLC

$87,193

0.09%

66,056

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC Global Asset Management (UK) Ltd	37,256	$49,177	56.4%	Defined
Hongkong & Shanghai Banking Corp Ltd / ASP	28,800	$38,016	43.6%	Defined

CITIGROUP INC

$83,356

0.09%

63,149

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	63,149	$83,356	100.0%	Defined

Walleye Trading LLC

$71,016

0.08%

53,800

Engineers Gate Manager LP

$59,931

0.06%

45,403

Asset Management One Co., Ltd.

$46,013

0.05%

34,859

GEODE CAPITAL MANAGEMENT, LLC

$45,297

0.05%

34,316

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	34,316	$45,297	100.0%	Defined

Walleye Trading LLC

$41,525

0.04%

31,459

Walleye Trading LLC

$39,864

0.04%

30,200

CITADEL ADVISORS LLC

$39,468

0.04%

29,900

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	29,900	$39,468	100.0%	Defined

SmartHarvest Portfolios, LLC

$37,711

0.04%

28,569

Police & Firemen's Retirement System of New Jersey

$37,476

0.04%

28,391

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Asset Management LLC	28,391	$37,476	100.0%	Defined

SIMPLEX TRADING, LLC

$36,789

0.04%

27,871

SIH Partners, LLLP

$36,168

0.04%

27,400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Susquehanna Pacific Pty Ltd	27,400	$36,168	100.0%	Other

Y-Intercept (Hong Kong) Ltd

$36,053

0.04%

27,313

Hudson Bay Capital Management LP

$27,456

0.03%

20,800

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Hudson Bay Capital UK LLP	20,800	$27,456	100.0%	Defined

JANE STREET GROUP, LLC

$26,532

0.03%

20,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	20,100	$26,532	100.0%	Defined

Caitong International Asset Management Co., Ltd

$25,342

0.03%

19,199

Pictet Asset Management Holding SA

$22,812

0.02%

17,282

Vanguard Investments Australia, Ltd.

$22,095

0.02%

16,739

Tower Research Capital LLC (TRC)

$21,229

0.02%

16,083

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	16,083	$21,229	100.0%	Defined

EWA, LLC

$17,315

0.02%

13,118

Vanguard Personalized Indexing Management, LLC

$15,154

0.02%

11,481

TWO SIGMA SECURITIES, LLC

$15,125

0.02%

11,459

FLOW TRADERS U.S. LLC

$14,307

0.02%

10,839

Frec Markets, Inc.

$13,908

0.01%

10,537

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Frec Advisers LLC	10,537	$13,908	100.0%	Defined

Squarepoint Ops LLC

$13,713

0.01%

10,389

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	10,389	$13,713	100.0%	Defined

Savant Capital, LLC

$13,688

0.01%

10,370

BNP PARIBAS ARBITRAGE, SA

$2,892

0.00%

2,191

Mirae Asset Global Investments Co., Ltd.

$2,859

0.00%

2,166

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mirae Asset Global Investments (Hong Kong) LTD	2,166	$2,859	100.0%	Defined

SBI Securities Co., Ltd.

$2,622

0.00%

1,987

Basecamp Wealth Advisors LLC

$2,020

0.00%

1,531

ROYAL BANK OF CANADA

$1,360

0.00%

1,031

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	1,031	$1,360	100.0%	Defined

EverSource Wealth Advisors, LLC

$1,041

0.00%

789

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	789	$1,041	100.0%	Sole

BARCLAYS PLC

$594

0.00%

450

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS CAPITAL SECURITIES LTD	450	$594	100.0%	Defined

North Star Investment Management Corp.

$529

0.00%

401

SWAN Capital LLC

$36

0.00%

WELLS FARGO & COMPANY/MN

$33

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO CLEARING SERVICES, LLC	25	$33	100.0%	Defined

DANSKE BANK A/S

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BAILLIE GIFFORD & CO LTD	3,995,604	$7,471,779	48.8%	Defined
BAILLIE GIFFORD OVERSEAS LTD	2,070,985	$3,872,741	25.3%	Defined
Baillie Gifford Investment Management (Europe) Ltd	192,570	$360,105	2.4%	Defined
Held directly	1,927,297	$3,604,045	23.5%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC joint	3,947,314	$7,381,477	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	82,816	$154,865	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MITSUBISHI UFJ FINANCIAL GROUP INC	78,299	$146,419	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI TRUST CO	30,052	$56,197	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	25,019	$46,785	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STONEX FINANCIAL INC.	11,028	$20,622	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	472	$882	100.0%	Defined

Key facts CIK 1816007 CUSIP 54975P201 13F (30d) 62 filings 62 filers Visit website Investor relations