LUFAX HOLDING LTD (LU)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
79
Reporting holders
$103.4M
Reported value
0.5%
Calls
0.8%
Puts
+3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| ACADIAN ASSET MANAGEMENT LLC | $6.2M | 4,693,040 | 0.01% | 11q | -21.1%-$1.7M |
| 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 |
| STATE STREET CORP | $3.9M | 2,925,976 | 0.00% | 11q | +27.2%+$827.1K |
| Allianz Asset Management GmbH | $2.8M | 2,155,102 | 0.00% | 11q | +95.2%+$1.4M |
| VANGUARD FIDUCIARY TRUST CO | $2.7M | 2,049,280 | 0.00% | 2q | -21.7%-$748.5K |
| 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 |
| CITADEL ADVISORS LLC | $1.2M | 537,468 | 0.00% | 11q | HELD |
| 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 |
| 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 |
| GSA CAPITAL PARTNERS LLP | $308.0K | 233,631 | 0.02% | 2q | +64.9%+$121.2K |
| 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 |
| HRT FINANCIAL LP | $111.0K | 84,271 | 0.00% | 5q | -55.9%-$140.5K |
| 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 |
| FLOW TRADERS U.S. LLC | $14.0K | 10,839 | 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 |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $111 | 84 | 0.00% | new | NEW |
| SWAN Capital LLC | $37 | 28 | 0.00% | 9q | HELD |
| WELLS FARGO & COMPANY/MN | $33 | 25 | 0.00% | 11q | -50.0% |
| 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 | 79 | $103.4M | 77,241,979 | 17 | 14 | 29 | 1.3% |
| Q1 2026 | 76 | $151.6M | 79,550,303 | 8 | 15 | 36 | 1.9% |
| Q4 2025 | 81 | $215.6M | 82,900,630 | 9 | 25 | 27 | 1.5% |
| Q3 2025 | 92 | $366.7M | 87,200,743 | 11 | 36 | 27 | 3.5% |
| Q2 2025 | 99 | $281.3M | 99,589,214 | 15 | 34 | 32 | 1.2% |
| Q1 2025 | 103 | $289.9M | 96,315,373 | 14 | 38 | 31 | 1.4% |
| Q4 2024 | 105 | $209.6M | 85,908,976 | 11 | 33 | 35 | 2.0% |
| Q3 2024 | 119 | $307.5M | 86,171,233 | 27 | 31 | 25 | 2.2% |
| Q2 2024 | 117 | $224.3M | 89,564,989 | 22 | 29 | 43 | 3.4% |
| Q1 2024 | 130 | $469.3M | 108,402,109 | 44 | 34 | 39 | 2.1% |
| Q4 2023 | 119 | $277.3M | 89,470,912 | 118 | 0 | 4 | 1.1% |
| Q3 2023 | 145 | $408.9M | 383,453,176 | 15 | 47 | 47 | 0.6% |
| Q2 2023 | 155 | $575.6M | 397,719,220 | 15 | 47 | 57 | 1.0% |
| Q1 2023 | 175 | $902.3M | 434,158,914 | 35 | 68 | 44 | 1.7% |
| Q4 2022 | 166 | $824.3M | 416,579,257 | 31 | 66 | 35 | 1.9% |
| 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% |