Lufax Holding Ltd.-ADRLU

13F holders, Q4 2024 (December 31)
102holders −10
11new positions
25sold out
5famous investors
$2.39avg. 13F price*

At the end of Q4 2024, 102 institutions reported holding Lufax Holding Ltd.-ADR (LU) in their 13F filings, down 10 from Q3 2024. 11 opened new positions and 25 sold out. The largest holders were Baillie Gifford & Co. ($35.1M), Vanguard Group Inc. ($17.1M) and Yunqi Capital Ltd ($17.0M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions11$23.1M
Exits25$45.5M

All 13F filers, Q3 2024 → Q4 2024: 16,687,362 shares bought and 17,107,030 shares sold, net −419,668 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 102 holders

Baillie Gifford & Co. 0.03% Add +0.3% 14,667,069 $35.1M
Vanguard Group Inc. 0.00% Add +1.0% 7,143,366 $17.1M
Yunqi Capital Ltd 10.84% No change 7,098,040 $17.0M
BlackRock, Inc. 0.00% Add +3.3% 4,854,816 $11.6M
State Street Corp. 0.00% Reduce -3.3% 4,795,703 $11.5M
FIL Ltd 0.01% No change 4,408,778 $10.5M
Charles Schwab Investment Management Inc. 0.00% Add +35.5% 4,205,838 $10.1M
Tiger Pacific Capital LP 2.52% New 3,936,662 $9.4M
Marshall Wace, LLP 0.01% New 2,297,647 $5.5M
Mitsubishi UFJ Trust & Banking Corp 0.01% New 2,274,530 $5.4M
Renaissance Technologies 0.01% Reduce -2.0% 2,122,819 $5.1M
Acadian Asset Management LLC 0.01% Reduce -20.9% 1,962,005 $4.7M
Two Sigma Investments, LP 0.01% Reduce -1.6% 1,946,575 $4.7M
Norges Bank 0.00% Reduce -20.7% 1,766,041 $4.2M
Jane Street Group, LLC 0.01% Add +97.0% 1,692,346 $4.0M
Two Sigma Advisers, LP 0.01% Reduce -18.4% 1,573,741 $3.8M
Allianz Asset Management GmbH 0.01% Add +30.1% 1,489,930 $3.6M
Goldman Sachs Group Inc. 0.00% Add +16.9% 1,335,269 $3.2M
BNP Paribas Financial Markets 0.00% Add +190.5% 1,305,475 $3.1M
Nuveen Asset Management, LLC 0.00% Add +747.0% 1,293,334 $3.1M
Citadel Advisors 0.00% Reduce -48.8% 995,021 $2.4M
Caxton Associates LP 0.07% Reduce -5.7% 898,359 $2.1M
Catalyst Funds Management Pty Ltd 0.52% Add +999.0% 888,000 $2.1M
UBS Group AG 0.00% Add +412.3% 787,167 $1.9M
Bank of America Corp. 0.00% Reduce -18.1% 717,144 $1.7M
Legal & General Group Plc 0.00% Reduce -20.3% 624,730 $1.5M
Invesco Ltd. 0.00% Add +3.9% 603,079 $1.4M
Millennium Management 0.00% Add +56.3% 580,890 $1.4M
HRT Financial LP 0.01% New 567,265 $1.4M
Morgan Stanley 0.00% Reduce -35.6% 565,991 $1.4M
Northern Trust Corp. 0.00% Add +110.7% 523,084 $1.3M
Public Employees Retirement System of Ohio 0.00% Add +16.0% 491,713 $1.2M
AQR Capital Management 0.00% No change 470,023 $1.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +2.8% 456,099 $1.1M
Aberdeen Group plc 0.00% Reduce -7.8% 402,981 $967K
Citigroup Inc. 0.00% Add +61.7% 348,735 $833K
JBF Capital, Inc. 0.14% Reduce -1.4% 339,884 $812K
California Public Employees Retirement System 0.00% Reduce -3.2% 236,708 $566K
HSBC Holdings PLC 0.00% Add +7.2% 192,858 $461K
Leading Securities Co Ltd 1.49% — 191,460 $458K
Squarepoint Ops LLC 0.00% Reduce -13.4% 165,160 $395K
Susquehanna International Group, LLP 0.00% Reduce -11.8% 163,795 $391K
Wellington Management Group LLP 0.00% New 159,148 $380K
Arrowstreet Capital, Limited Partnership 0.00% New 154,579 $369K
American Century Companies Inc. 0.00% Add +0.0% 133,255 $318K
New York State Common Retirement Fund 0.00% Reduce -41.2% 126,120 $301K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -43.7% 125,808 $301K
Geode Capital Management, LLC 0.00% Add +1.4% 125,367 $300K
Neuberger Berman Group LLC 0.00% Reduce -0.3% 104,956 $251K
Alliancebernstein L.P. 0.00% No change 102,530 $245K
Polunin Capital Partners Ltd 0.06% No change 89,626 $226K
XTX Topco Ltd 0.02% New 90,592 $217K
Police & Firemen's Retirement System of New Jersey 0.00% — 73,225 $175K
Daiwa Securities Group Inc. 0.00% No change 73,275 $175K
Walleye Capital LLC 0.00% Add +39.0% 72,554 $173K
Virtu Financial LLC 0.01% New 72,581 $173K
Franklin Resources Inc. 0.00% Add +9.2% 71,597 $171K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +11.4% 63,847 $152K
OMERS ADMINISTRATION Corp 0.00% New 59,600 $142K
JPMorgan Chase & Co. 0.00% Reduce -7.1% 58,759 $140K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% No change 57,409 $137K
Headlands Technologies LLC 0.01% New 55,771 $133K
Amundi 0.00% Add +32.7% 54,987 $133K
Handelsbanken Fonder AB 0.00% Reduce -43.8% 47,025 $112K
Group One Trading LLC 0.00% Add +25.6% 46,727 $112K
Barometer Capital Management Inc. 0.04% No change 44,600 $106K
Engineers Gate Manager LP 0.00% Reduce -47.8% 41,553 $99K
Deutsche Bank AG 0.00% Reduce -4.4% 40,492 $97K
Asset Management One Co., Ltd. 0.00% Add +24.5% 32,677 $79K
Sei Investments Co. 0.00% Reduce -35.9% 32,794 $78K
GMO 0.00% Reduce -87.0% 28,662 $69K
Wolverine Trading, LLC 0.00% Reduce -21.0% 28,480 $68K
SIH Partners, LLLP 0.00% Reduce -59.9% 27,400 $65K
Profund Advisors LLC 0.00% Reduce -76.7% 26,807 $64K
Corient Private Wealth LP 0.00% Add +43.6% 21,218 $51K
Ethic Inc. 0.00% Reduce -81.9% 20,756 $50K
Pathstone Holdings, LLC 0.00% Add +16.4% 19,254 $46K
Platinum Investment Management Ltd. 0.00% Reduce -13.1% 17,947 $43K
Pictet Asset Management Holding SA 0.00% Add +230.2% 17,282 $41K
Simplex Trading, LLC 0.00% Reduce -61.1% 17,216 $41K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +102.0% 16,600 $40K
Ariadne Wealth Management, LP 0.02% Add +41.3% 14,947 $39K
Soltis Investment Advisors LLC 0.00% No change 14,900 $36K
Nomura Asset Management Co. Ltd. 0.00% No change 13,900 $33K
Ewa, LLC 0.01% Add +1.9% 13,235 $32K
Tower Research Capital LLC (TRC) 0.00% Reduce -73.9% 4,179 $10K
Advisors Preferred, LLC 0.00% Reduce -56.2% 3,976 $10K
Barclays PLC 0.00% No change 2,528 $6K
SBI Securities Co., Ltd. 0.00% — 2,028 $5K
Cwm, LLC 0.00% Reduce -60.1% 1,771 $4K
PNC Financial Services Group, Inc. 0.00% Reduce -87.9% 1,669 $4K
Rhumbline Advisers 0.00% Add +12.4% 905 $2K
Osaic Holdings, Inc. 0.00% Add +112.6% 472 $1K
Caitong International Asset Management Co., Ltd 0.00% — 378 $903
FMR LLC 0.00% Reduce -35.1% 161 $385
Principal Securities, Inc. 0.00% No change 38 $91
SWAN Capital LLC 0.00% No change 28 $67
Wells Fargo & Company 0.00% No change 25 $60
Bell Investment Advisors, Inc 0.00% No change 23 $55
Federation des caisses Desjardins du Quebec 0.00% No change 18 $43
National Bank of Canada 0.00% New 2 $5
Danske Bank A/S 0.00% No change 1 $2

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