Lufax Holding Ltd.-ADRLU

13F holders, Q1 2024 (March 31)
122holders
8famous investors
$4.24avg. 13F price*

At the end of Q1 2024, 122 institutions reported holding Lufax Holding Ltd.-ADR (LU) in their 13F filings. The largest holders were Baillie Gifford & Co. ($51.0M), Krane Funds Advisors LLC ($34.8M) and Yunqi Capital Ltd ($29.9M). 8 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio).

Company
Lufax Holding Ltd.-ADR
CUSIP
54975P201
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 122Q1 2024Q2 2024: 107Q2 2024Q3 2024: 112Q3 2024Q4 2024: 102Q4 2024Q1 2025: 102Q1 2025Q2 2025: 97Q2 2025Q3 2025: 89Q3 2025Q4 2025: 83Q4 2025Q1 2026: 75Q1 2026Q2 2026: 75Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions40$44.6M
Exits32$13.6M

Ownership 122 holders

Baillie Gifford & Co. 0.04% Add +98.9% 12,089,786 $51.0M
Krane Funds Advisors LLC 1.43% Add +2.2% 7,818,378 $34.8M
Yunqi Capital Ltd 20.69% Add +39.4% 7,092,640 $29.9M
Vanguard Group Inc. 0.00% Reduce -5.1% 6,714,782 $28.3M
Morgan Stanley 0.00% Add +269.7% 6,234,758 $26.3M
BlackRock Inc. 0.00% Reduce -42.6% 4,547,024 $19.2M
FIL Ltd 0.02% Add +157.0% 3,938,045 $16.6M
Two Sigma Advisers, LP 0.03% Add +323.1% 3,170,666 $13.4M
Acadian Asset Management LLC 0.04% Add +5000.2% 3,036,225 $12.8M
Two Sigma Investments, LP 0.03% Add +109.2% 2,931,291 $12.4M
BIT Capital GmbH 0.95% New 2,536,784 $10.7M
Renaissance Technologies 0.02% Add +3.7% 2,536,194 $10.7M
Credit Suisse AG/ 0.01% Reduce -36.1% 2,439,103 $10.3M
Robeco Institutional Asset Management B.V. 0.02% Reduce -42.4% 2,221,847 $9.4M
State Street Corp. 0.00% Reduce -48.3% 1,966,982 $8.3M
Point72 Asset Management 0.02% New 1,946,500 $8.2M
Charles Schwab Investment Management Inc. 0.00% Add +29.9% 1,801,810 $7.6M
Jane Street Group, LLC 0.01% Add +774.9% 1,502,528 $6.3M
Arrowstreet Capital, Limited Partnership 0.01% New 1,467,718 $6.2M
Baron Capital (BAMCO) 0.02% Reduce -68.5% 1,453,122 $6.1M
D. E. Shaw & Co. 0.01% Reduce -26.0% 1,211,831 $5.1M
E Fund Management Co., Ltd. 0.31% Reduce -12.4% 1,176,445 $5.0M
Bank of America Corp. 0.00% Add +122.0% 1,151,666 $4.9M
Canada Pension Plan Investment Board 0.00% Add +40.9% 1,017,300 $4.3M
HRT Financial LP 0.02% New 861,185 $3.6M
HSBC Holdings PLC 0.00% Add +18.5% 652,704 $2.8M
Legal & General Group Plc 0.00% Reduce -57.9% 651,620 $2.7M
Invesco Ltd. 0.00% Add +53.6% 633,787 $2.7M
Russell Investments Group, Ltd. 0.00% New 619,398 $2.6M
Wexford Capital LP 0.49% New 568,141 $2.4M
Millennium Management 0.00% Reduce -22.5% 518,207 $2.2M
Citadel Advisors 0.00% Add +328.8% 502,352 $2.1M
Aberdeen Group plc 0.00% Add +84.2% 456,512 $1.9M
Quadrature Capital Ltd 0.03% New 442,054 $1.9M
Allianz Asset Management GmbH 0.00% Add +161.6% 434,040 $1.8M
Goldman Sachs Group Inc. 0.00% Reduce -86.8% 397,091 $1.7M
Lombard Odier Asset Management (Europe) Ltd 0.15% Add +7.7% 350,000 $1.5M
JBF Capital, Inc. 0.21% New 305,000 $1.3M
California Public Employees Retirement System 0.00% Reduce -3.2% 289,155 $1.2M
AI-Squared Management Ltd 0.95% Reduce -26.8% 244,650 $1.0M
Penserra Capital Management LLC 0.01% Reduce -8.8% 236,262 $996K
Marshall Wace, LLP 0.00% Reduce -82.9% 235,569 $994K
Jupiter Asset Management Ltd. 0.01% New 234,100 $988K
GMO 0.00% New 224,628 $948K
New York State Common Retirement Fund 0.00% Add +31328.9% 221,574 $935K
Sei Investments Co. 0.00% New 188,784 $797K
Citigroup Inc. 0.00% Reduce -23.9% 164,482 $731K
Northern Trust Corp. 0.00% Reduce -40.2% 167,572 $707K
Nuveen Asset Management, LLC 0.00% New 152,700 $644K
Farallon Capital Management, L.L.C. 0.00% No change 149,999 $633K
JPMorgan Chase & Co. 0.00% Reduce -45.5% 139,391 $588K
Profund Advisors LLC 0.02% Add +11.5% 126,022 $532K
American Century Companies Inc. 0.00% Add +0.3% 121,429 $512K
Ethic Inc. 0.01% Add +134.5% 114,601 $484K
Neuberger Berman Group LLC 0.00% New 104,735 $442K
BNP Paribas Financial Markets 0.00% New 102,815 $434K
Geode Capital Management, LLC 0.00% Reduce -90.9% 92,165 $389K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -90.0% 84,123 $355K
Handelsbanken Fonder AB 0.00% No change 83,625 $353K
Banco BTG Pactual S.A. 0.10% New 77,200 $326K
Schonfeld Strategic Advisors LLC 0.00% New 76,900 $325K
XTX Topco Ltd 0.04% New 76,259 $322K
Point72 Asia (Singapore) Pte. Ltd. 0.08% New 75,707 $319K
UBS Group AG 0.00% Reduce -89.9% 71,970 $304K
Point72 Hong Kong Ltd 0.02% New 71,795 $303K
Susquehanna International Group, LLP 0.00% Reduce -42.3% 67,273 $284K
Daiwa Securities Group Inc. 0.00% Add +110.3% 63,875 $270K
Balyasny Asset Management L.P. 0.00% Reduce -79.7% 60,808 $257K
Y-Intercept (Hong Kong) Ltd 0.02% New 58,561 $247K
APG Asset Management N.V. 0.00% Reduce -29.2% 59,241 $231K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -58.2% 53,754 $227K
Amundi 0.00% Reduce -93.7% 51,272 $219K
Tudor Investment Corporation 0.00% New 51,446 $217K
Franklin Resources Inc. 0.00% Add +66.8% 50,323 $212K
LMR Partners LLP 0.01% New 50,149 $212K
Bayesian Capital Management, LP 0.02% New 42,221 $178K
Simplex Trading, LLC 0.00% Add +24.8% 40,105 $169K
Maven Securities LTD 0.01% New 40,000 $169K
Deutsche Bank AG 0.00% Reduce -90.0% 38,845 $164K
Cubist Systematic Strategies, LLC 0.00% Reduce -89.3% 36,520 $154K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -96.1% 35,058 $148K
Capstone Investment Advisors, LLC 0.01% Reduce -66.6% 34,067 $144K
Walleye Trading LLC 0.00% New 26,271 $111K
Manufacturers Life Insurance Company, The 0.00% Add +18.7% 25,916 $109K
FMR LLC 0.00% Add +359.7% 25,501 $108K
Pictet Asset Management Holding SA 0.00% Reduce -82.2% 24,775 $105K
RBF Capital, LLC 0.01% No change 22,500 $95K
PNC Financial Services Group, Inc. 0.00% Add +15279.5% 22,454 $95K
Diversified Trust Co. 0.00% New 21,911 $92K
Corient Private Wealth LP 0.00% New 21,101 $89K
Paragon Capital Management Ltd 0.02% No change 20,525 $87K
Ensign Peak Advisors, Inc 0.00% No change 19,075 $80K
Asset Management One Co., Ltd. 0.00% Reduce -49.6% 18,926 $80K
KBC Group NV 0.00% No change 18,657 $79K
PDS Planning, Inc 0.01% New 18,429 $78K
PFG Investments, LLC 0.00% New 18,000 $76K
Mariner, LLC 0.00% New 14,533 $61K
Sequoia Financial Advisors, LLC 0.00% New 14,311 $60K
Nomura Asset Management Co. Ltd. 0.00% Reduce -37.3% 13,900 $59K
Vident Advisory, LLC 0.00% New 13,101 $55K
Wealthstream Advisors, Inc. 0.02% New 12,801 $54K
Platinum Investment Management Ltd. 0.00% Reduce -21.0% 11,394 $48K
Ameriprise Financial Inc. 0.00% New 11,135 $47K
Comerica Bank 0.00% Reduce -9.7% 10,940 $46K
Tower Research Capital LLC (TRC) 0.00% Add +81.7% 10,713 $45K
Wolverine Trading, LLC 0.00% Add +4.9% 10,541 $44K
Nomura Holdings Inc. 0.00% Reduce -98.8% 10,459 $44K
Cerity Partners LLC 0.00% New 10,077 $43K
US Bancorp \de 0.00% New 8,946 $38K
Point72 (DIFC) Ltd 0.00% — 8,085 $34K
Royal Bank of Canada 0.00% Add +50.2% 7,484 $32K
Cwm, LLC 0.00% Add +278.3% 6,132 $26K
Storebrand Asset Management As 0.00% New 5,088 $21K
Headlands Technologies LLC 0.00% Add +35.9% 4,744 $20K
Barclays PLC 0.00% Reduce -99.0% 2,530 $11K
Rhumbline Advisers 0.00% Reduce -93.5% 805 $3K
Quadrant Capital Group LLC 0.00% New 327 $1K
Northwestern Mutual Wealth Management Co. 0.00% New 155 $654
Bell Investment Advisors, Inc 0.00% No change 122 $515
Principal Securities, Inc. 0.00% New 38 $160
Wells Fargo & Company 0.00% No change 25 $106
Federation des caisses Desjardins du Quebec 0.00% No change 18 $76

"% of holder's portfolio" is LU's weight in each manager's 13F, not the share of Lufax Holding Ltd.-ADR the manager owns.