Lufax Holding Ltd.-ADRLU

13F holders, Q2 2024 (June 30)
107holders −15
21new positions
36sold out
4famous investors
$2.42avg. 13F price*

At the end of Q2 2024, 107 institutions reported holding Lufax Holding Ltd.-ADR (LU) in their 13F filings, down 15 from Q1 2024. 21 opened new positions and 36 sold out. The largest holders were Baillie Gifford & Co. ($33.2M), Krane Funds Advisors LLC ($20.8M) and Yunqi Capital Ltd ($16.8M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Jeremy Grantham (0.0% of GMO's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 → Q2 2024

InstitutionsTotal Value
New Positions21$5.8M
Exits36$51.0M

All 13F filers, Q1 2024 → Q2 2024: 11,929,582 shares bought and 22,332,712 shares sold, net −10,403,130 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 107 holders

Baillie Gifford & Co. 0.03% Add +15.9% 14,011,971 $33.2M
Krane Funds Advisors LLC 0.88% Add +12.2% 8,774,643 $20.8M
Yunqi Capital Ltd 10.64% Add +0.1% 7,098,040 $16.8M
Vanguard Group Inc. 0.00% Add +2.3% 6,866,166 $16.3M
State Street Corp. 0.00% Add +144.3% 4,805,603 $15.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% — 6,562,804 $15.6M
BlackRock Inc. 0.00% Add +3.0% 4,681,571 $11.1M
FIL Ltd 0.01% Add +11.9% 4,408,778 $10.4M
BIT Capital GmbH 0.77% Add +41.4% 3,585,728 $8.5M
Two Sigma Advisers, LP 0.02% Reduce -3.5% 3,060,941 $7.3M
Two Sigma Investments, LP 0.02% Add +1.7% 2,980,553 $7.1M
Renaissance Technologies 0.01% Add +6.0% 2,688,219 $6.4M
Charles Schwab Investment Management Inc. 0.00% Add +20.3% 2,166,847 $5.1M
Acadian Asset Management LLC 0.01% Reduce -34.6% 1,984,060 $4.7M
Morgan Stanley 0.00% Reduce -78.4% 1,346,503 $3.2M
Jane Street Group, LLC 0.00% Reduce -23.1% 1,154,842 $2.7M
E Fund Management Co., Ltd. 0.15% Reduce -5.3% 1,114,260 $2.6M
Bank of America Corp. 0.00% Reduce -16.8% 958,144 $2.3M
Caxton Associates LP 0.08% New 908,061 $2.2M
Allianz Asset Management GmbH 0.00% Add +63.2% 708,169 $1.7M
Invesco Ltd. 0.00% Reduce -2.8% 616,155 $1.5M
Legal & General Group Plc 0.00% Reduce -17.7% 536,227 $1.3M
AQR Capital Management 0.00% New 470,023 $1.1M
Aberdeen Group plc 0.00% No change 456,512 $1.1M
BNP Paribas Financial Markets 0.00% Add +286.6% 397,519 $942K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -77.4% 331,736 $786K
Quadrature Capital Ltd 0.01% Reduce -31.6% 302,184 $715K
Jupiter Asset Management Ltd. 0.01% Add +24.1% 290,500 $688K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +212.8% 263,125 $624K
Goldman Sachs Group Inc. 0.00% Reduce -38.4% 244,768 $580K
California Public Employees Retirement System 0.00% Reduce -15.4% 244,739 $580K
Gsa Capital Partners LLP 0.04% New 241,762 $573K
Northern Trust Corp. 0.00% Add +38.0% 231,334 $548K
GMO 0.00% Reduce -2.0% 220,148 $522K
Citigroup Inc. 0.00% Add +33.5% 219,643 $521K
New York State Common Retirement Fund 0.00% Reduce -3.1% 214,631 $509K
Group One Trading LLC 0.02% New 206,923 $490K
Belvedere Trading LLC 0.03% New 204,737 $485K
Maven Securities LTD 0.07% Add +350.0% 180,000 $427K
HSBC Holdings PLC 0.00% Reduce -76.0% 156,563 $371K
Nuveen Asset Management, LLC 0.00% No change 152,700 $362K
KBC Group NV 0.00% Add +596.2% 129,897 $308K
Citadel Advisors 0.00% Reduce -75.6% 122,651 $291K
American Century Companies Inc. 0.00% Add +0.9% 122,483 $290K
Profund Advisors LLC 0.01% Reduce -2.9% 122,366 $290K
Neuberger Berman Group LLC 0.00% Add +0.7% 105,460 $250K
LMR Partners LLP 0.01% Add +100.0% 100,298 $238K
Geode Capital Management, LLC 0.00% Reduce -1.2% 91,080 $216K
Headlands Technologies LLC 0.02% Add +1754.9% 87,996 $209K
Handelsbanken Fonder AB 0.00% No change 83,625 $198K
UBS Group AG 0.00% Reduce -9.3% 65,276 $155K
Daiwa Securities Group Inc. 0.00% No change 63,875 $151K
Banco BTG Pactual S.A. 0.04% Reduce -34.7% 50,400 $143K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% New 58,750 $139K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% New 57,409 $136K
Franklin Resources Inc. 0.00% Add +13.5% 57,138 $135K
JBF Capital, Inc. 0.02% Reduce -82.0% 55,000 $130K
Sei Investments Co. 0.00% Reduce -72.9% 51,193 $121K
JPMorgan Chase & Co. 0.00% Reduce -64.4% 49,605 $118K
Ethic Inc. 0.00% Reduce -58.2% 47,917 $114K
Barometer Capital Management Inc. 0.04% New 44,600 $106K
Deutsche Bank AG 0.00% Add +13.3% 44,001 $104K
Wolverine Trading, LLC 0.00% Add +305.2% 42,714 $101K
Yeomans Consulting Group, Inc. 0.04% New 41,642 $99K
Bayesian Capital Management, LP 0.01% Reduce -13.0% 36,721 $87K
Susquehanna International Group, LLP 0.00% Reduce -48.8% 34,454 $82K
Bleakley Financial Group, LLC 0.00% New 33,637 $80K
Capstone Investment Advisors, LLC 0.00% Reduce -1.5% 33,564 $80K
Simplicity Wealth,LLC 0.00% New 33,525 $79K
Alliancebernstein L.P. 0.00% New 29,810 $71K
SIH Partners, LLLP 0.06% New 27,300 $65K
Cantor Fitzgerald, L. P. 0.01% New 25,578 $61K
Pictet Asset Management Holding SA 0.00% No change 24,775 $59K
Platinum Investment Management Ltd. 0.00% Add +113.2% 24,292 $58K
Asset Management One Co., Ltd. 0.00% Add +19.9% 22,699 $54K
RBF Capital, LLC 0.00% No change 22,500 $53K
Catalyst Funds Management Pty Ltd 0.01% New 22,400 $53K
Centiva Capital, LP 0.00% New 22,184 $53K
PDS Planning, Inc 0.00% No change 18,429 $44K
Penserra Capital Management LLC 0.00% Reduce -92.2% 18,336 $43K
Nomura Holdings Inc. 0.00% Add +72.1% 18,000 $43K
Marex Group Ltd 0.00% New 17,574 $42K
Farallon Capital Management, L.L.C. 0.00% Reduce -90.0% 15,000 $36K
Corient Private Wealth LP 0.00% Reduce -31.7% 14,415 $34K
Nomura Asset Management Co. Ltd. 0.00% No change 13,900 $33K
PNC Financial Services Group, Inc. 0.00% Reduce -38.6% 13,778 $33K
Vident Advisory, LLC 0.00% Add +0.8% 13,212 $31K
Wealthstream Advisors, Inc. 0.01% No change 12,801 $30K
Diversified Trust Co. 0.00% Reduce -49.3% 11,110 $26K
Panagora Asset Management Inc. 0.00% New 10,791 $26K
Comerica Bank 0.00% Reduce -2.2% 10,698 $25K
Sequoia Financial Advisors, LLC 0.00% Reduce -27.4% 10,395 $25K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -72.3% 9,727 $23K
Amundi 0.00% Reduce -88.2% 6,064 $18K
US Bancorp \de 0.00% Reduce -31.7% 6,108 $14K
FMR LLC 0.00% Reduce -80.3% 5,026 $12K
Cwm, LLC 0.00% Reduce -35.5% 3,958 $9K
Barclays PLC 0.00% No change 2,530 $6K
Rhumbline Advisers 0.00% No change 805 $2K
Quadrant Capital Group LLC 0.00% No change 327 $775

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

Show all 107 holders