LUFAX HOLDING LTD (LU)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
75
Reporting holders
$92.8M
Reported value
1.2%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Alpine Investment Management Ltd | $18.4M | 13,939,985 | 4.47% | 4q | +12.4%+$2.0M |
| Yunqi Capital Ltd | $14.5M | 10,950,138 | 11.57% | 11q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $10.0M | 7,573,448 | 0.00% | 2q | -21.9%-$2.8M |
| BlackRock, Inc. | $7.6M | 5,781,769 | 0.00% | 8q | -0.8%-$64.3K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.8M | 4,414,394 | 0.00% | 11q | -9.5%-$611.1K |
| Sixth Street Partners Management Company, L.P. | $5.8M | 4,414,394 | 0.00% | new | NEW |
| UBS Group AG | $5.5M | 4,193,458 | 0.00% | 11q | +233.5%+$3.9M |
| NORGES BANK | $4.2M | 3,151,227 | 0.00% | 6q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $2.7M | 2,049,280 | 0.00% | 2q | -21.7%-$748.5K |
| STATE STREET CORP | $1.9M | 1,462,988 | 0.00% | 11q | -36.4%-$1.1M |
| JANE STREET GROUP, LLC | $1.8M | 1,312,511 | 0.00% | 11q | +64.3%+$688.5K |
| Legal & General Group Plc | $1.6M | 1,187,221 | 0.00% | 11q | -23.1%-$472.3K |
| Allianz Asset Management GmbH | $1.4M | 1,077,551 | 0.00% | 11q | -2.4%-$34.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $976.8K | 311,225 | 0.00% | 11q | -43.2%-$743.7K |
| JPMORGAN CHASE & CO | $800.5K | 597,392 | 0.00% | 11q | +2607.3%+$770.9K |
| BAROMETER CAPITAL MANAGEMENT INC. | $756.1K | 572,800 | 0.21% | 9q | +7.1%+$50.3K |
| Invesco Ltd. | $647.9K | 490,846 | 0.00% | 11q | -21.8%-$181.0K |
| CITADEL ADVISORS LLC | $598.7K | 268,734 | 0.00% | 11q | HELD |
| MORGAN STANLEY | $595.6K | 451,248 | 0.00% | 11q | -5.6%-$35.2K |
| NORTHERN TRUST CORP | $555.2K | 420,583 | 0.00% | 11q | -11.9%-$74.8K |
| Numerai GP LLC | $532.0K | 403,029 | 0.04% | new | NEW |
| JBF Capital, Inc. | $448.6K | 339,884 | 0.06% | 10q | HELD |
| Bank of New York Mellon Corp | $409.2K | 310,033 | 0.00% | 3q | -2.6%-$11.0K |
| MILLENNIUM MANAGEMENT LLC | $395.7K | 299,746 | 0.00% | 4q | +214.1%+$269.7K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $392.9K | 297,334 | 0.00% | 9q | -7.6%-$32.5K |
| TWO SIGMA INVESTMENTS, LP | $376.7K | 285,412 | 0.00% | 3q | -33.7%-$191.7K |
| VANGUARD ASSET MANAGEMENT, Ltd | $370.7K | 280,854 | 0.00% | 2q | -29.0%-$151.2K |
| GOLDMAN SACHS GROUP INC | $363.5K | 275,413 | 0.00% | 11q | -22.7%-$106.7K |
| California Public Employees Retirement System | $328.2K | 248,615 | 0.00% | 11q | -24.5%-$106.2K |
| FRANKLIN RESOURCES INC | $261.7K | 198,282 | 0.00% | 11q | -4.7%-$12.9K |
| BANK OF AMERICA CORP /DE/ | $260.6K | 197,418 | 0.00% | 11q | -8.6%-$24.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $230.6K | 174,705 | 0.00% | 3q | HELD |
| Nuveen, LLC | $220.6K | 167,100 | 0.00% | 6q | HELD |
| RAMSEY QUANTITATIVE SYSTEMS | $199.3K | 150,979 | 0.18% | new | NEW |
| AMERICAN CENTURY COMPANIES INC | $192.9K | 146,136 | 0.00% | 11q | HELD |
| ALLIANCEBERNSTEIN L.P. | $188.0K | 100,553 | 0.00% | 9q | HELD |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $157.3K | 119,200 | 0.00% | 8q | -51.6%-$168.0K |
| Walleye Trading LLC | $152.4K | 31,459 | 0.00% | new | NEW |
| Aberdeen Group plc | $141.5K | 107,225 | 0.00% | 11q | HELD |
| TUDOR INVESTMENT CORP ET AL | $138.5K | 104,888 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $121.0K | 27,871 | 0.00% | 11q | -72.7%-$321.5K |
| HSBC HOLDINGS PLC | $87.2K | 66,056 | 0.00% | 11q | -21.3%-$23.6K |
| CITIGROUP INC | $83.4K | 63,149 | 0.00% | 11q | +24.9%+$16.6K |
| Engineers Gate Manager LP | $59.9K | 45,403 | 0.00% | new | NEW |
| IMC-Chicago, LLC | $51.3K | options only | 0.00% | 2q | OPTIONS |
| Asset Management One Co., Ltd. | $46.0K | 34,859 | 0.00% | 11q | +52.5%+$15.8K |
| GEODE CAPITAL MANAGEMENT, LLC | $45.3K | 34,316 | 0.00% | 11q | -81.7%-$202.7K |
| SmartHarvest Portfolios, LLC | $37.7K | 28,569 | 0.01% | new | NEW |
| Police & Firemen's Retirement System of New Jersey | $37.5K | 28,391 | 0.00% | 7q | -54.9%-$45.7K |
| SIH Partners, LLLP | $36.2K | 27,400 | 0.00% | 9q | HELD |
| Y-Intercept (Hong Kong) Ltd | $36.1K | 27,313 | 0.00% | new | NEW |
| Hudson Bay Capital Management LP | $27.5K | 20,800 | 0.00% | 5q | HELD |
| Caitong International Asset Management Co., Ltd | $25.3K | 19,199 | 0.00% | 2q | +7933.1%+$25.0K |
| Pictet Asset Management Holding SA | $22.8K | 17,282 | 0.00% | 11q | HELD |
| Vanguard Investments Australia, Ltd. | $22.1K | 16,739 | 0.00% | 2q | HELD |
| Tower Research Capital LLC (TRC) | $21.2K | 16,083 | 0.00% | new | NEW |
| GROUP ONE TRADING LLC | $19.3K | options only | 0.00% | 11q | OPTIONS |
| EWA, LLC | $17.3K | 13,118 | 0.00% | 8q | -0.6% |
| Vanguard Personalized Indexing Management, LLC | $15.2K | 11,481 | 0.00% | new | NEW |
| TWO SIGMA SECURITIES, LLC | $15.1K | 11,459 | 0.00% | new | NEW |
| Frec Markets, Inc. | $13.9K | 10,537 | 0.00% | new | NEW |
| Savant Capital, LLC | $13.8K | 10,370 | 0.00% | new | NEW |
| Squarepoint Ops LLC | $13.7K | 10,389 | 0.00% | new | NEW |
| ACADIAN ASSET MANAGEMENT LLC | $6.2K | 4,693,040 | 0.01% | 11q | -21.1%-$1.7K |
| BNP PARIBAS FINANCIAL MARKETS | $2.9K | 2,191 | 0.00% | 10q | -79.9%-$11.5K |
| Mirae Asset Global Investments Co., Ltd. | $2.9K | 2,166 | 0.00% | 11q | -50.0%-$2.9K |
| SBI Securities Co., Ltd. | $2.6K | 1,987 | 0.00% | 7q | +0.6% |
| Basecamp Wealth Advisors LLC | $2.0K | 1,531 | 0.00% | new | FIRST |
| EverSource Wealth Advisors, LLC | $1.0K | 789 | 0.00% | 5q | +92.0% |
| ROYAL BANK OF CANADA | $1.0K | 1,031 | 0.00% | 2q | -49.0% |
| BARCLAYS PLC | $594 | 450 | 0.00% | 11q | HELD |
| North Star Investment Management Corp. | $529 | 401 | 0.00% | new | NEW |
| GSA CAPITAL PARTNERS LLP | $308 | 233,631 | 0.02% | 2q | +64.9% |
| MERCER GLOBAL ADVISORS INC /ADV | $111 | 84 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $111 | 84,271 | 0.00% | 5q | -55.9% |
| SWAN Capital LLC | $37 | 28 | 0.00% | 9q | HELD |
| WELLS FARGO & COMPANY/MN | $33 | 25 | 0.00% | 11q | -50.0% |
| FLOW TRADERS U.S. LLC | $14 | 10,839 | 0.00% | new | NEW |
| DANSKE BANK A/S | $1 | 1 | 0.00% | 8q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 75 | $92.8M | 69,410,925 | 16 | 11 | 29 | 1.2% |
| Q1 2026 | 71 | $139.8M | 73,230,772 | 7 | 14 | 33 | 2.0% |
| Q4 2025 | 75 | $197.4M | 75,788,413 | 8 | 23 | 25 | 1.7% |
| Q3 2025 | 86 | $333.6M | 79,164,852 | 11 | 32 | 26 | 3.7% |
| Q2 2025 | 91 | $266.7M | 94,459,859 | 13 | 32 | 30 | 1.2% |
| Q1 2025 | 96 | $273.1M | 90,781,836 | 11 | 36 | 29 | 1.3% |
| Q4 2024 | 98 | $202.4M | 83,078,212 | 9 | 33 | 31 | 1.9% |
| Q3 2024 | 110 | $295.3M | 83,169,312 | 22 | 28 | 25 | 1.7% |
| Q2 2024 | 109 | $216.2M | 86,707,740 | 21 | 28 | 39 | 2.9% |
| Q1 2024 | 120 | $432.9M | 100,051,839 | 42 | 29 | 37 | 2.0% |
| Q4 2023 | 104 | $265.8M | 85,942,334 | 103 | 0 | 3 | 0.9% |
| Q3 2023 | 124 | $332.5M | 311,622,377 | 13 | 42 | 38 | 0.7% |
| Q2 2023 | 130 | $485.7M | 335,097,603 | 12 | 42 | 43 | 1.1% |
| Q1 2023 | 142 | $708.8M | 341,969,072 | 26 | 56 | 36 | 1.6% |
| Q4 2022 | 130 | $656.6M | 333,545,460 | 25 | 53 | 28 | 1.5% |
| Q3 2022 | 155 | $924.3M | 361,754,793 | 19 | 54 | 60 | 0.6% |
| Q2 2022 | 166 | $2.2B | 368,107,078 | 42 | 78 | 29 | 0.6% |
| Q1 2022 | 142 | $1.9B | 347,050,383 | 41 | 60 | 28 | 0.3% |
| Q4 2021 | 135 | $1.7B | 295,580,095 | 35 | 41 | 40 | 1.5% |
| Q3 2021 | 131 | $1.9B | 264,887,844 | 13 | 61 | 31 | 2.1% |
| Q2 2021 | 149 | $2.7B | 231,380,283 | 41 | 59 | 28 | 3.5% |
| Q1 2021 | 118 | $2.5B | 170,765,942 | 28 | 43 | 33 | 0.9% |
| Q4 2020 | 100 | $2.2B | 157,138,173 | 102 | 0 | 0 | 0.6% |
| Q3 2020 | 1 | $3.0K | 250 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $3.0K | 250 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $3.0K | 250 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $3.0K | 250 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $3.0K | 250 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $3.0K | 250 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $3.0K | 250 | 1 | 0 | 0 | 0.0% |