Lufax Holding LU Institutional Ownership

NYSE LU
$7.17 -0.71 (-9.01%)
As of: Nov 10, 2026 · 3:59 PM EST

Institutions by Trading Activity

75 Institutions
Increased 31 41.3%
Unchanged 15 20.0%
Reduced 29 38.7%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
8.08%
▼-1.10 pp QoQ
Shares Held by Institutions
7.00Mn
of 86.67Mn outstanding
▼-11.98% QoQ
Shares Outstanding
86.67Mn
79.67Mn held outside 13F filers
Institutional Investors
75
filed 13F for Jun 2026
▲+1 vs prior quarter
Net Shares Added (QoQ)
-953.14K
distributed since last quarter
Value of Holdings
$60.50Mn
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

Lufax Holding Ltd (NYSE:LU) was held by 75 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

Form 13F Holdings

76 Institutional Holders

Report period 30 Jun, 2026
Total shares held 7.00Mn
Of outstanding 8.08%
Download Data
# Institution CIK Shares Held % of Outstanding Change (QoQ) Change (%) Value (USD)
1 Alpine Investment Management Ltd 0001964631 13,939,985 16.08% ▲1,535,985 +12.38% $18.40Mn
2 Yunqi Capital Ltd 0001912273 10,950,138 12.63% 0 0.00% $14.45Mn
3 VANGUARD CAPITAL MANAGEMENT LLC 0002100119 7,573,448 8.74% ▼2,128,259 -21.94% $10.00Mn
4 BlackRock, Inc. 0002012383 5,781,769 6.67% ▼48,722 -0.84% $7.63Mn
5 ACADIAN ASSET MANAGEMENT LLC 0000916542 4,693,040 5.41% ▼1,252,929 -21.07% $6.19K
6 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0000884546 4,414,394 5.09% ▼462,980 -9.49% $5.83Mn
7 UBS Group AG 0001610520 4,193,458 4.84% ▲2,935,979 +233.48% $5.54Mn
8 NORGES BANK 0001374170 3,151,227 3.64% ▲3,151,227 0.00% $4.16Mn
9 VANGUARD FIDUCIARY TRUST CO 0000933478 2,049,280 2.36% ▼567,008 -21.67% $2.71Mn
10 State Street Corp 0000093751 1,462,988 1.69% ▼836,432 -36.38% $1.93Mn
11 JANE STREET GROUP, LLC 0001595888 1,312,511 1.51% ▲513,726 +64.31% $1.73Mn
12 Legal & General Group Plc 0000764068 1,187,221 1.37% ▼357,607 -23.15% $1.57Mn
13 Allianz Asset Management GmbH 0001535323 1,077,551 1.24% ▼26,421 -2.39% $1.42Mn
14 Jpmorgan Chase & Co 0000019617 597,392 0.69% ▲575,326 +2,607.30% $800.51K
15 BAROMETER CAPITAL MANAGEMENT INC. 0001536890 572,800 0.66% ▲38,100 +7.13% $756.10K
16 Invesco Ltd. 0000914208 490,846 0.57% ▼137,136 -21.84% $647.92K
17 Morgan Stanley 0000895421 451,248 0.52% ▼26,666 -5.58% $595.65K
18 Northern Trust Corp 0000073124 420,583 0.49% ▼56,696 -11.88% $555.17K
19 Numerai GP LLC 0001668527 403,029 0.47% ▲403,029 0.00% $532.00K
20 JBF Capital, Inc. 0001483864 339,884 0.39% 0 0.00% $448.65K