Lufax Holding Ltd - LU
Detailed investor-level table based on 13F positions.
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 | No change | 12,534,494 | 32,088 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Alpine Investment Management Ltd | History | Added to | 12,404,000 | 23,195 | 5.79% | 5.4% | 2 | +4,297,500 | 53.01% | Q1 2026 | May 14, 2026 |
| Yunqi Capital Ltd | History | No change | 10,950,138 | 20,476 | 22.16% | 22.35% | 3 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 9,701,707 | 18,142 | 0.0% | — | 4 | +9,701,707 | New | Q1 2026 | May 15, 2026 |
| BAILLIE GIFFORD & CO | History | Added to | 8,186,456 | 15,308 | 0.02% | 0.02% | 5 | +243,609 | 3.07% | Q1 2026 | May 08, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 5,945,969 | 11,106 | 0.02% | 0.03% | 6 | -777,482 | -11.56% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 5,830,491 | 10,903 | 0.0% | 0.0% | 7 | +249,649 | 4.47% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 4,877,374 | 9,120 | 0.0% | 0.0% | 8 | -924,631 | -15.94% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 3,151,227 | 8,067 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Reduced | 3,947,314 | 7,381 | 0.0% | 0.0% | 10 | -147 | -0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 2,616,288 | 4,892 | 0.0% | — | 11 | +2,616,288 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Reduced | 2,299,420 | 4,299 | 0.0% | 0.0% | 12 | -1,615,135 | -41.26% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 1,544,828 | 2,889 | 0.0% | 0.0% | 13 | -16,078 | -1.03% | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,388,270 | 2,596 | 0.0% | 0.0% | 14 | +353,565 | 34.17% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,257,479 | 2,351 | 0.0% | 0.0% | 15 | +519,446 | 70.38% | Q1 2026 | May 05, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 1,103,972 | 2,064 | 0.0% | 0.0% | 16 | -149,337 | -11.92% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 818,785 | 1,531 | 0.0% | 0.0% | 17 | -285,732 | -25.87% | Q1 2026 | May 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 586,262 | 1,500 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 627,982 | 1,174 | 0.0% | 0.0% | 19 | -79,652 | -11.26% | Q1 2026 | May 12, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 534,700 | 999 | 0.34% | 0.16% | 20 | +527,700 | 7538.57% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Reduced | 477,914 | 893 | 0.0% | 0.0% | 21 | -173,685 | -26.66% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 477,279 | 892 | 0.0% | 0.0% | 22 | -55,538 | -10.42% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 430,676 | 805 | 0.0% | 0.0% | 23 | +283,776 | 193.18% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 395,378 | 739 | 0.0% | — | 24 | +395,378 | New | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 356,277 | 666 | 0.0% | 0.0% | 25 | +7,550 | 2.17% | Q1 2026 | May 15, 2026 |
| JBF Capital, Inc. | History | No change | 339,884 | 635 | 0.09% | 0.13% | 26 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 329,089 | 615 | 0.0% | 0.0% | 27 | +7,608 | 2.37% | Q1 2026 | May 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 321,940 | 600 | 0.0% | 0.0% | 28 | -190,927 | -37.23% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 318,365 | 595 | 0.0% | 0.0% | 29 | +14,224 | 4.68% | Q1 2026 | May 05, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 284,947 | 532 | 0.0% | 0.0% | 30 | -117,605 | -29.21% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 253,300 | 473 | 0.0% | 0.0% | 31 | -390,546 | -60.66% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 246,500 | 460 | 0.0% | 0.0% | 32 | +6,600 | 2.75% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 215,996 | 403 | 0.0% | 0.0% | 33 | -32,427 | -13.05% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 208,088 | 389 | 0.0% | 0.0% | 34 | -26,054 | -11.13% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 190,946 | 357 | 0.0% | 0.0% | 35 | +81,123 | 73.87% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 187,853 | 351 | 0.0% | 0.0% | 36 | +3,731 | 2.03% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 180,633 | 337 | 0.0% | 0.0% | 37 | -296,380 | -62.13% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 174,705 | 326 | 0.0% | 0.0% | 38 | +96,775 | 124.18% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | No change | 167,100 | 312 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 145,902 | 272 | 0.0% | 0.0% | 40 | -4,818 | -3.2% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 141,717 | 265 | 0.02% | — | 41 | +141,717 | New | Q1 2026 | May 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 100,553 | 257 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aberdeen Group plc | History | Reduced | 107,225 | 200 | 0.0% | 0.0% | 43 | -74,533 | -41.01% | Q1 2026 | Apr 29, 2026 |
| Neuberger Berman Group LLC | History | No change | 104,956 | 196 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 95,430 | 178 | 0.0% | 0.0% | 45 | -164,042 | -63.22% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | New | 90,900 | 169 | 0.0% | — | 46 | +90,900 | New | Q1 2026 | May 05, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 83,968 | 157 | 0.0% | 0.0% | 47 | +4,421 | 5.56% | Q1 2026 | Apr 30, 2026 |
| XTX Topco Ltd | History | Reduced | 82,816 | 154 | 0.0% | 0.01% | 48 | -13,434 | -13.96% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 78,299 | 146 | 0.0% | 0.0% | 49 | -1,428 | -1.79% | Q1 2026 | May 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 62,992 | 117 | 0.0% | 0.0% | 50 | -67,747 | -51.82% | Q1 2026 | Apr 29, 2026 |
| CITIGROUP INC | History | Reduced | 50,576 | 94 | 0.0% | 0.0% | 51 | -6,751 | -11.78% | Q1 2026 | May 11, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 30,052 | 56 | 0.0% | 0.0% | 52 | -38,796 | -56.35% | Q1 2026 | May 13, 2026 |
| AXQ CAPITAL, LP | History | New | 29,704 | 55 | 0.01% | — | 53 | +29,704 | New | Q1 2026 | May 13, 2026 |
| SIH Partners, LLLP | History | No change | 27,400 | 51 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | Reduced | 25,019 | 47 | 0.0% | 0.0% | 55 | -12,454 | -33.23% | Q1 2026 | May 14, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 22,853 | 42 | 0.0% | 0.0% | 56 | -9,093 | -28.46% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 22,066 | 39 | 0.0% | 0.0% | 57 | -30,419 | -57.96% | Q1 2026 | May 13, 2026 |
| Hudson Bay Capital Management LP | History | No change | 20,800 | 38 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pictet Asset Management Holding SA | History | No change | 17,282 | 32 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 16,739 | 31 | 0.0% | — | 60 | +16,739 | New | Q1 2026 | May 08, 2026 |
| SG Americas Securities, LLC | History | Reduced | 15,880 | 30 | 0.0% | 0.0% | 61 | -182,739 | -92.0% | Q1 2026 | Apr 16, 2026 |
| FULTON BANK, N.A. | History | New | 14,568 | 27 | 0.0% | — | 62 | +14,568 | New | Q1 2026 | Apr 24, 2026 |
| EWA, LLC | History | Reduced | 13,193 | 24 | 0.01% | 0.01% | 63 | -320 | -2.37% | Q1 2026 | Apr 23, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 12,292 | 22 | 0.01% | 0.02% | 64 | -8,409 | -40.62% | Q1 2026 | May 15, 2026 |
| Ethic Inc. | History | Reduced | 11,330 | 21 | 0.0% | 0.0% | 65 | -1,914 | -14.45% | Q1 2026 | Apr 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 10,878 | 20 | 0.0% | 0.0% | 66 | -15,521 | -58.79% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | New | 11,028 | 20 | 0.0% | — | 67 | +11,028 | New | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 3,927 | 7 | 0.0% | 0.0% | 68 | +3,000 | 323.62% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 2,166 | 4 | 0.0% | 0.0% | 69 | -17,878 | -89.19% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,021 | 4 | 0.0% | — | 70 | +2,021 | New | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,975 | 3 | 0.0% | 0.0% | 71 | -28 | -1.4% | Q1 2026 | Apr 27, 2026 |
| Fideuram Asset Management (Ireland) dac | History | Closed out | 0 | 0 | — | 0.04% | — | -194,559 | -100.0% | Q1 2026 | May 11, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -174,664 | -100.0% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Closed out | 0 | 0 | — | 0.0% | — | -116,220 | -100.0% | Q1 2026 | May 01, 2026 |
| Amundi | History | Closed out | 0 | 0 | — | 0.0% | — | -93,820 | -100.0% | Q1 2026 | May 15, 2026 |
| Polunin Capital Partners Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -41,924 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -30,294 | -100.0% | Q1 2026 | May 15, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,448 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Pathstone Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,677 | -100.0% | Q1 2026 | May 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,189 | -100.0% | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,575 | -100.0% | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,399 | -100.0% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -8,991 | -100.0% | Q1 2026 | May 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -1,797 | -100.0% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 411 | 0 | — | 0.0% | — | -369 | -47.31% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 239 | 0 | — | — | — | +239 | New | Q1 2026 | May 11, 2026 |
| RHUMBLINE ADVISERS | History | Closed out | 0 | 0 | — | — | — | -148 | -100.0% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | No change | 450 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DANSKE BANK A/S | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| IMA Advisory Services, Inc. | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 472 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SWAN Capital LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |