Lufax Holding Ltd - LU
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 12,534,494 | 32,088 | 0.0% | 0.0% | 1 | +135,049 | 1.09% | Q4 2025 | Jan 29, 2026 |
| Yunqi Capital Ltd | History | No change | 10,950,138 | 28,032 | 22.35% | 26.01% | 2 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Alpine Investment Management Ltd | History | Added to | 8,106,500 | 20,752 | 5.4% | 5.81% | 3 | +3,881,500 | 91.87% | Q4 2025 | Feb 13, 2026 |
| BAILLIE GIFFORD & CO | History | Reduced | 7,942,847 | 20,333 | 0.02% | 0.03% | 4 | -464,449 | -5.52% | Q4 2025 | Jan 23, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 6,723,451 | 17,195 | 0.03% | 0.05% | 5 | -629,460 | -8.56% | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 5,802,005 | 14,853 | 0.0% | 0.0% | 6 | +240,225 | 4.32% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Reduced | 5,580,842 | 14,286 | 0.0% | 0.0% | 7 | -24,902 | -0.44% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 3,947,461 | 10,105 | 0.0% | 0.0% | 8 | +1,730,718 | 78.07% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 3,914,555 | 10,021 | 0.0% | 0.0% | 9 | -743,329 | -15.96% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 3,151,227 | 8,067 | 0.0% | — | 10 | +3,151,227 | New | Q4 2025 | Feb 10, 2026 |
| Legal & General Group Plc | History | Added to | 1,560,906 | 3,995 | 0.0% | 0.0% | 11 | +804,923 | 106.47% | Q4 2025 | Feb 09, 2026 |
| Allianz Asset Management GmbH | History | No change | 1,253,309 | 3,208 | 0.0% | 0.01% | 12 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,104,517 | 2,827 | 0.0% | 0.0% | 13 | -450,944 | -28.99% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,034,705 | 2,648 | 0.0% | 0.0% | 14 | -897,652 | -46.45% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 738,033 | 1,889 | 0.0% | 0.0% | 15 | -833,147 | -53.03% | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Reduced | 707,634 | 1,811 | 0.0% | 0.0% | 16 | -8,040 | -1.12% | Q4 2025 | Feb 19, 2026 |
| MORGAN STANLEY | History | Added to | 651,599 | 1,668 | 0.0% | 0.0% | 17 | +334,310 | 105.36% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 643,846 | 1,648 | 0.0% | 0.0% | 18 | -393,442 | -37.93% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 586,262 | 1,500 | 0.0% | 0.01% | 19 | -403,400 | -40.76% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 532,817 | 1,364 | 0.0% | 0.0% | 20 | -5,325 | -0.99% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 512,867 | 1,313 | 0.0% | 0.0% | 21 | -20,518 | -3.85% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 477,013 | 1,221 | 0.0% | 0.0% | 22 | +20,203 | 4.42% | Q4 2025 | Feb 11, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 402,552 | 1,030 | 0.0% | 0.0% | 23 | +202,395 | 101.12% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 348,727 | 892 | 0.0% | 0.0% | 24 | -528,077 | -60.23% | Q4 2025 | Mar 25, 2026 |
| JBF Capital, Inc. | History | No change | 339,884 | 870 | 0.13% | 0.2% | 25 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 321,481 | 822 | 0.0% | 0.0% | 26 | -1,051 | -0.33% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | New | 304,141 | 778 | 0.0% | — | 27 | +304,141 | New | Q4 2025 | Feb 10, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Reduced | 7,000 | 665 | 0.16% | 0.13% | 28 | -136,500 | -95.12% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 259,472 | 664 | 0.0% | 0.0% | 29 | +218,275 | 529.83% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 248,423 | 635 | 0.0% | 0.0% | 30 | -66,542 | -21.13% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 239,900 | 614 | 0.0% | 0.0% | 31 | +9,188 | 3.98% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 234,142 | 599 | 0.0% | 0.0% | 32 | +11,213 | 5.03% | Q4 2025 | Feb 11, 2026 |
| Fideuram Asset Management (Ireland) dac | History | New | 194,559 | 565 | 0.04% | — | 33 | +194,559 | New | Q4 2025 | Feb 10, 2026 |
| SG Americas Securities, LLC | History | Added to | 198,619 | 508 | 0.0% | 0.0% | 34 | +28,812 | 16.97% | Q4 2025 | Jan 09, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 184,122 | 471 | 0.0% | 0.0% | 35 | +31,272 | 20.46% | Q4 2025 | Feb 09, 2026 |
| Aberdeen Group plc | History | Reduced | 181,758 | 465 | 0.0% | 0.0% | 36 | -1,363 | -0.74% | Q4 2025 | Jan 16, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 174,664 | 447 | 0.0% | 0.0% | 37 | -282,000 | -61.75% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 167,100 | 427 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 150,720 | 385 | 0.0% | 0.0% | 39 | +7,125 | 4.96% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 146,900 | 376 | 0.0% | — | 40 | +146,900 | New | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 130,739 | 334 | 0.0% | 0.0% | 41 | +29,485 | 29.12% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 116,220 | 297 | 0.0% | 0.0% | 42 | -55,311 | -32.25% | Q4 2025 | Feb 10, 2026 |
| HRT FINANCIAL LP | History | Added to | 109,823 | 281 | 0.0% | 0.0% | 43 | +4,453 | 4.23% | Q4 2025 | Feb 12, 2026 |
| Neuberger Berman Group LLC | History | No change | 104,956 | 268 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 100,553 | 257 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 96,250 | 246 | 0.01% | — | 46 | +96,250 | New | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Added to | 93,820 | 240 | 0.0% | 0.0% | 47 | +28,842 | 44.39% | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 79,727 | 214 | 0.0% | 0.0% | 48 | +19,885 | 33.23% | Q4 2025 | Feb 03, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 79,547 | 203 | 0.0% | 0.0% | 49 | +8,194 | 11.48% | Q4 2025 | Mar 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 77,930 | 199 | 0.0% | — | 50 | +77,930 | New | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 68,848 | 176 | 0.0% | 0.0% | 51 | -78,491 | -53.27% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 57,327 | 146 | 0.0% | 0.0% | 52 | +660 | 1.16% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 52,485 | 134 | 0.0% | 0.0% | 53 | -48,327 | -47.94% | Q4 2025 | Feb 11, 2026 |
| Polunin Capital Partners Ltd | History | Reduced | 41,924 | 110 | 0.02% | 0.05% | 54 | -47,702 | -53.22% | Q4 2025 | Jan 20, 2026 |
| Virtu Financial LLC | History | New | 37,473 | 96 | 0.0% | — | 55 | +37,473 | New | Q4 2025 | Feb 23, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 31,946 | 82 | 0.0% | 0.0% | 56 | -6,232 | -16.32% | Q4 2025 | Jan 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 30,294 | 77 | 0.0% | — | 57 | +30,294 | New | Q4 2025 | Feb 06, 2026 |
| SIH Partners, LLLP | History | No change | 27,400 | 70 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 26,399 | 67 | 0.0% | 0.0% | 59 | -10,678 | -28.8% | Q4 2025 | Feb 10, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 25,448 | 65 | 0.0% | 0.0% | 60 | -6,266 | -19.76% | Q4 2025 | Feb 06, 2026 |
| Pathstone Holdings, LLC | History | New | 23,677 | 60 | 0.0% | — | 61 | +23,677 | New | Q4 2025 | Feb 13, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 20,701 | 57 | 0.02% | 0.03% | 62 | -1,500 | -6.76% | Q4 2025 | Feb 13, 2026 |
| Hudson Bay Capital Management LP | History | No change | 20,800 | 53 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 20,044 | 51 | 0.0% | 0.0% | 64 | +1,218 | 6.47% | Q4 2025 | Jan 26, 2026 |
| Pictet Asset Management Holding SA | History | No change | 17,282 | 44 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EWA, LLC | History | Reduced | 13,513 | 34 | 0.01% | 0.01% | 66 | -6 | -0.04% | Q4 2025 | Feb 03, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 13,189 | 33 | 0.0% | 0.0% | 67 | +2,703 | 25.78% | Q4 2025 | Feb 13, 2026 |
| Ethic Inc. | History | Reduced | 13,244 | 33 | 0.0% | 0.0% | 68 | -1,076 | -7.51% | Q4 2025 | Feb 03, 2026 |
| Walleye Capital LLC | History | New | 11,575 | 29 | 0.0% | — | 69 | +11,575 | New | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 10,399 | 26 | 0.0% | — | 70 | +10,399 | New | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 8,991 | 23 | 0.0% | 0.0% | 71 | -38,625 | -81.12% | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,003 | 5 | 0.0% | 0.0% | 72 | -8 | -0.4% | Q4 2025 | Feb 03, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,797 | 4 | 0.0% | 0.0% | 73 | +1,520 | 548.74% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | No change | 927 | 2 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BARCLAYS PLC | History | Reduced | 450 | 1 | 0.0% | 0.0% | 75 | -135,993 | -99.67% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 780 | 1 | 0.0% | 0.0% | 77 | +411 | 111.38% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 472 | 1 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tiger Pacific Capital LP | History | Closed out | 0 | 0 | — | 5.62% | — | -5,472,835 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,347,319 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -985,283 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -867,800 | -100.0% | Q3 2025 | Mar 30, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -571,051 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | Closed out | 0 | 0 | — | 0.14% | — | -337,300 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -230,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hel Ved Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.16% | — | -185,339 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.03% | — | -75,066 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56,300 | -100.0% | Q3 2025 | Nov 04, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,667 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,905 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,772 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,431 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,387 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,407 | -100.0% | Q3 2025 | Oct 14, 2025 |
| IMA Advisory Services, Inc. | History | New | 36 | 0 | — | — | — | +36 | New | Q4 2025 | Feb 11, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q3 2025 | Nov 21, 2025 |
| WELLS FARGO & COMPANY/MN | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DANSKE BANK A/S | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| RHUMBLINE ADVISERS | History | No change | 148 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SWAN Capital LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |