Lufax Holding LU Institutional Ownership

NYSE LU

$1.31 +0.04 (+3.15%)

At close: Aug 28, 2026 · 4:00 PM EDT

Institutions by Trading Activity

77 Institutions

Increased 32 41.6%

Unchanged 16 20.8%

Reduced 29 37.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

8.59%

▼-0.59 pp QoQ

Shares Held by Institutions

74.43Mn

of 866.69Mn outstanding

▲+11.21% QoQ

Shares Outstanding

866.69Mn

792.26Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+2 vs prior quarter

Net Shares Added (QoQ)

+7.50Mn

accumulated since last quarter

Value of Holdings

$97.51Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Lufax Holding Ltd (NYSE:LU) is held by 74 institutional investors per 13F filings through March 2026.

These investors held 4.6% of outstanding shares in March 2026, down from 4.8% in December 2025.
They increased total shares held in LU by 21.51% quarter over quarter, and investors in Lufax Holding decreased 28.85% from a year ago.
Among the 74 funds, 24 bought more Lufax Holding shares, 37 sold down, and 13 held their ground.
Altogether, these fund groups held 79.55Mn shares in LU by March 2026, up by 14.08Mn shares quarter on quarter, and down 26.65Mn shares year over year.
Alpine Investment Management Ltd leads ownership in LU with 12.4Mn shares as of March 31, 2026, equal to 0.72% of outstanding shares.
The biggest buyers of Lufax Holding for the quarter ending March 2026 included VANGUARD CAPITAL MANAGEMENT LLC (9.7Mn), Alpine Investment Management Ltd (4.3Mn), VANGUARD FIDUCIARY TRUST CO (2.62Mn), BAROMETER CAPITAL MANAGEMENT INC. (527.7K), UBS Group AG (519.45K).
Leading sellers of Lufax Holding shares for the quarter ending March 2026 were State Street Corp (1.62Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (924.63K), ACADIAN ASSET MANAGEMENT LLC (777.48K), Goldman Sachs Group Inc (341.18K), JANE STREET GROUP, LLC (204.73K).
Lufax Holding's 10 largest shareholders as of March 2026 include Alpine Investment Management Ltd (12.4Mn), Yunqi Capital Ltd (10.95Mn), VANGUARD CAPITAL MANAGEMENT LLC (9.7Mn), BAILLIE GIFFORD & CO (8.19Mn), ACADIAN ASSET MANAGEMENT LLC (5.95Mn), BlackRock, Inc. (5.83Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (4.88Mn), FMR LLC (3.95Mn), VANGUARD FIDUCIARY TRUST CO (2.62Mn), State Street Corp (2.3Mn) per Business Quant data.

Form 13F Holdings

77 Institutional Holders

Report period 30 Jun, 2026

Total shares held 74.43Mn

Of outstanding 8.59%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Alpine Investment Management Ltd	0001964631	13,939,985	1.61%	▲1,535,985	+12.38%	$18.40Mn
2	Yunqi Capital Ltd	0001912273	10,950,138	1.26%	0	0.00%	$14.45Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	7,573,448	0.87%	▼2,128,259	-21.94%	$10.00Mn
4	BlackRock, Inc.	0002012383	5,781,769	0.67%	▼48,722	-0.84%	$7.63Mn
5	ACADIAN ASSET MANAGEMENT LLC	0000916542	4,693,040	0.54%	▼1,252,929	-21.07%	$6.19K
6	Sixth Street Partners Management Company, L.P.	0001812095	4,414,394	0.51%	▲4,414,394	0.00%	$5.83Mn
6	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	4,414,394	0.51%	▼462,980	-9.49%	$5.83Mn
7	UBS Group AG	0001610520	4,193,458	0.48%	▲2,935,979	+233.48%	$5.54Mn
8	NORGES BANK	0001374170	3,151,227	0.36%	▲3,151,227	0.00%	$4.16Mn
9	VANGUARD FIDUCIARY TRUST CO	0000933478	2,049,280	0.24%	▼567,008	-21.67%	$2.71Mn
10	State Street Corp	0000093751	1,462,988	0.17%	▼836,432	-36.38%	$1.93Mn
11	JANE STREET GROUP, LLC	0001595888	1,312,511	0.15%	▲513,726	+64.31%	$1.73Mn
12	Legal & General Group Plc	0000764068	1,187,221	0.14%	▼357,607	-23.15%	$1.57Mn
13	Allianz Asset Management GmbH	0001535323	1,077,551	0.12%	▼26,421	-2.39%	$1.42Mn
14	Jpmorgan Chase & Co	0000019617	597,392	0.07%	▲575,326	+2,607.30%	$800.51K
15	BAROMETER CAPITAL MANAGEMENT INC.	0001536890	572,800	0.07%	▲38,100	+7.13%	$756.10K
16	Invesco Ltd.	0000914208	490,846	0.06%	▼137,136	-21.84%	$647.92K
17	Morgan Stanley	0000895421	451,248	0.05%	▼26,666	-5.58%	$595.65K
18	Northern Trust Corp	0000073124	420,583	0.05%	▼56,696	-11.88%	$555.17K
19	Numerai GP LLC	0001668527	403,029	0.05%	▲403,029	0.00%	$532.00K

Showing 1 to 20 of 77 holders