Lufax Holding Ltd (LU) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

77,852,679Shares Outstanding

63Shares held by institutions

$194Value of institutional holdings

0.00%Institutional ownership %

0.00%Shares Changed QoQ

1No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Lufax Holding Ltd (NYSE:LU) currently has 78 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

The percentage of Lufax Holding owned by institutions changed from 91.0% in September 2025 to 85.5% in December 2025, marking a slight down trend.
On a quarter-over-quarter basis, institutional holdings shifted by 7.29%, with a year-over-year a decrease of 25.00% in the count of filers.
During the quarter, 32 institutions bought more Lufax Holding shares, 31 sold shares, and 15 of the 78 total investors held their position steady.
The aggregate institutional position in Lufax Holding now stands at 81.87Mn shares as of December 2025, after investors increased their holdings (up by 5.56Mn shares quarter on quarter which is down 4.10Mn shares year over year).
VANGUARD GROUP INC's holding of 12.53Mn shares as of December 31, 2025 makes it the primary institutional investor in Lufax Holding, owning 13.10% of the stock.
Among the most significant buyers of Lufax Holding during December 2025 were Alpine Investment Management Ltd (3.88Mn), NORGES BANK (3.15Mn), FMR LLC (1.73Mn), Legal & General Group Plc (804.92K), MORGAN STANLEY (334.31K).
Leading sellers of Lufax Holding stock in December 2025 included UBS Group AG (833.15K), STATE STREET CORP (743.33K), ACADIAN ASSET MANAGEMENT LLC (629.46K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (529.05K), GOLDMAN SACHS GROUP INC (528.08K).
The top 10 institutional holders of Lufax Holding for the quarter ending December 2025 included VANGUARD GROUP INC (12.53Mn), Yunqi Capital Ltd (10.95Mn), Alpine Investment Management Ltd (8.11Mn), BAILLIE GIFFORD & CO (7.94Mn), ACADIAN ASSET MANAGEMENT LLC (6.72Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (5.80Mn), BlackRock, Inc. (5.58Mn), FMR LLC (3.95Mn), STATE STREET CORP (3.91Mn), NORGES BANK (3.15Mn).

78 Institutional Holders

63 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	12,534,494	135,049	1.09%	$32,088,305.00
Yunqi Capital Ltd	31 Dec, 2025	10,950,138	0	0.00%	$28,032,353.00
Alpine Investment Management Ltd	31 Dec, 2025	8,106,500	3,881,500	91.87%	$20,752,640.00
BAILLIE GIFFORD & CO	31 Dec, 2025	7,942,847	-464,449	-5.52%	$20,333,687.00
ACADIAN ASSET MANAGEMENT LLC	31 Dec, 2025	6,723,451	-629,460	-8.56%	$17,195.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	5,802,005	240,225	4.32%	$14,853,133.00
BlackRock, Inc.	31 Dec, 2025	5,580,842	-24,902	-0.44%	$14,286,954.00
FMR LLC	31 Dec, 2025	3,947,461	1,730,718	78.07%	$10,105,500.00
STATE STREET CORP	31 Dec, 2025	3,914,555	-743,329	-15.96%	$10,021,665.00
NORGES BANK	31 Dec, 2025	3,151,227	3,151,227	0.00%	$8,067,141.00
Legal & General Group Plc	31 Dec, 2025	1,560,906	804,923	106.47%	$3,995,892.00
Allianz Asset Management GmbH	31 Dec, 2025	1,253,309	0	0.00%	$3,208,471.00
JANE STREET GROUP, LLC	31 Dec, 2025	1,104,517	-433,444	-28.18%	$2,827,564.00
UBS Group AG	31 Dec, 2025	738,033	-833,147	-53.03%	$1,889,364.00
MORGAN STANLEY	31 Dec, 2025	651,599	334,310	105.36%	$1,668,094.00
TWO SIGMA ADVISERS, LP	31 Dec, 2025	586,262	-403,400	-40.76%	$1,500,831.00
SUSQUEHANNA INTERNATIONAL GROUP, LLP	31 Dec, 2025	559,805	-529,052	-48.59%	$1,433,101.00
CITADEL ADVISORS LLC	31 Dec, 2025	540,146	-311,642	-36.59%	$1,382,774.00
NORTHERN TRUST CORP	31 Dec, 2025	532,817	-5,325	-0.99%	$1,364,011.00
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	31 Dec, 2025	512,867	-20,518	-3.85%	$1,313,111.00

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