Lufax Holding Ltd.-ADRLU

13F holders, Q1 2025 (March 31)
102holders
14new positions
14sold out
5famous investors
$2.97avg. 13F price*

At the end of Q1 2025, 102 institutions reported holding Lufax Holding Ltd.-ADR (LU) in their 13F filings, unchanged from Q4 2024. 14 opened new positions and 14 sold out. The largest holders were Baillie Gifford & Co. ($30.5M), Yunqi Capital Ltd ($21.1M) and Vanguard Group Inc. ($21.0M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions14$20.5M
Exits14$7.7M

All 13F filers, Q4 2024 → Q1 2025: 20,111,765 shares bought and 13,285,293 shares sold, net +6,826,472 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 102 holders

Baillie Gifford & Co. 0.03% Reduce -29.9% 10,281,698 $30.5M
Yunqi Capital Ltd 20.74% No change 7,098,040 $21.1M
Vanguard Group Inc. 0.00% Reduce -0.9% 7,081,461 $21.0M
Tiger Pacific Capital LP 7.23% Add +71.7% 6,757,978 $20.1M
State Street Corp. 0.00% Add +11.7% 5,358,754 $15.9M
Acadian Asset Management LLC 0.04% Add +163.4% 5,168,650 $15.3M
BlackRock, Inc. 0.00% Add +5.2% 5,108,639 $15.2M
Charles Schwab Investment Management Inc. 0.00% Add +19.1% 5,011,130 $14.9M
Nuveen, LLC 0.00% — 4,859,255 $14.4M
First Beijing Investment Ltd 0.90% New 4,392,625 $13.0M
FIL Ltd 0.01% Reduce -33.8% 2,916,702 $8.7M
Morgan Stanley 0.00% Add +333.1% 2,451,433 $7.3M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -8.1% 2,090,172 $6.2M
Renaissance Technologies 0.01% Reduce -6.5% 1,985,519 $5.9M
Norges Bank 0.00% No change 1,766,041 $5.2M
Allianz Asset Management GmbH 0.01% Add +18.4% 1,764,470 $5.2M
UBS Group AG 0.00% Add +80.6% 1,421,331 $4.2M
Goldman Sachs Group Inc. 0.00% Add +0.6% 1,343,505 $4.0M
Two Sigma Advisers, LP 0.01% Reduce -15.5% 1,329,441 $3.9M
Two Sigma Investments, LP 0.01% Reduce -33.7% 1,289,889 $3.8M
Citadel Advisors 0.00% Add +27.9% 1,272,511 $3.8M
Wellington Management Group LLP 0.00% Add +608.8% 1,127,957 $3.4M
Hel Ved Capital Management Ltd 1.67% New 1,115,000 $3.3M
D. E. Shaw & Co. 0.00% New 1,017,051 $3.0M
Citigroup Inc. 0.00% Add +190.2% 1,012,127 $3.0M
Jane Street Group, LLC 0.00% Reduce -45.8% 917,095 $2.7M
Caxton Associates LLP 0.09% — 912,345 $2.7M
BNP Paribas Financial Markets 0.00% Reduce -31.9% 889,745 $2.6M
Bank of America Corp. 0.00% Add +11.8% 801,593 $2.4M
Invesco Ltd. 0.00% Add +6.4% 641,947 $1.9M
Legal & General Group Plc 0.00% Add +0.1% 625,593 $1.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +32.6% 604,823 $1.8M
Catalyst Funds Management Pty Ltd 0.46% Reduce -33.0% 594,960 $1.8M
Northern Trust Corp. 0.00% Add +2.2% 534,652 $1.6M
AQR Capital Management 0.00% No change 470,023 $1.4M
JBF Capital, Inc. 0.19% No change 339,884 $1.0M
Public Employees Retirement System of Ohio 0.00% Reduce -32.1% 333,776 $991K
Susquehanna International Group, LLP 0.00% Add +82.4% 298,690 $887K
California Public Employees Retirement System 0.00% Add +3.1% 244,073 $725K
Millennium Management 0.00% Reduce -62.9% 215,404 $640K
Leading Securities Co Ltd 3.42% No change 191,460 $569K
Walleye Capital LLC 0.01% Add +153.2% 183,672 $546K
SG Americas Securities, LLC 0.00% New 179,521 $533K
Geode Capital Management, LLC 0.00% Add +9.9% 137,821 $409K
American Century Companies Inc. 0.00% Add +0.8% 134,388 $399K
Squarepoint Ops LLC 0.00% Reduce -22.6% 127,823 $380K
Sei Investments Co. 0.00% Add +280.1% 124,643 $370K
Franklin Resources Inc. 0.00% Add +58.5% 113,459 $337K
Neuberger Berman Group LLC 0.00% No change 104,956 $312K
Alliancebernstein L.P. 0.00% No change 102,530 $305K
Police & Firemen's Retirement System of New Jersey 0.00% Add +38.3% 101,254 $301K
Amundi 0.00% Add +76.8% 97,223 $282K
HSBC Holdings PLC 0.00% Reduce -52.1% 92,299 $274K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -43.4% 87,484 $260K
Polunin Capital Partners Ltd 0.04% No change 89,626 $220K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +11.2% 70,969 $211K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +16.1% 66,650 $198K
JPMorgan Chase & Co. 0.00% Add +7.3% 63,023 $187K
Centiva Capital, LP 0.01% New 61,834 $184K
Barometer Capital Management Inc. 0.07% Add +36.3% 60,800 $181K
Group One Trading LLC 0.01% Add +15.4% 53,928 $160K
Aberdeen Group plc 0.00% Reduce -87.2% 51,781 $154K
XTX Topco Ltd 0.01% Reduce -43.2% 51,452 $153K
Platinum Investment Management Ltd. 0.01% Add +151.9% 45,211 $134K
Gsa Capital Partners LLP 0.01% New 43,388 $129K
Deutsche Bank AG 0.00% Reduce -0.3% 40,382 $120K
Asset Management One Co., Ltd. 0.00% Add +7.4% 35,097 $104K
Russell Investments Group, Ltd. 0.00% New 34,082 $101K
Profund Advisors LLC 0.00% Add +10.0% 29,489 $88K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -77.7% 28,021 $83K
SIH Partners, LLLP 0.01% No change 27,400 $81K
QRG Capital Management, Inc. 0.00% New 23,711 $70K
Simplex Trading, LLC 0.00% Add +25.8% 21,657 $64K
New York State Common Retirement Fund 0.00% Reduce -83.3% 21,120 $63K
Pathstone Holdings, LLC 0.00% Reduce -4.9% 18,303 $54K
Pictet Asset Management Holding SA 0.00% No change 17,282 $51K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +44.7% 24,017 $49K
Corient Private Wealth LP 0.00% Reduce -25.0% 15,910 $47K
Ethic Inc. 0.00% Reduce -26.9% 15,178 $45K
Shell Asset Management Co. 0.00% New 14,943 $44K
Handelsbanken Fonder AB 0.00% Reduce -68.5% 14,825 $44K
Ewa, LLC 0.02% Add +3.8% 13,731 $41K
Savant Capital, LLC 0.00% New 12,599 $37K
Headlands Technologies LLC 0.00% Reduce -86.0% 7,802 $23K
Steward Partners Investment Advisory, LLC 0.00% New 5,250 $16K
Optiver Holding B.V. 0.00% New 3,474 $10K
SBI Securities Co., Ltd. 0.00% Reduce -0.9% 2,009 $6K
Caitong International Asset Management Co., Ltd 0.00% Add +169.3% 1,018 $3K
Cwm, LLC 0.00% Reduce -47.7% 927 $3K
Summit Securities Group LLC 0.00% New 884 $3K
Rhumbline Advisers 0.00% Reduce -17.6% 746 $2K
Barclays PLC 0.00% Reduce -82.2% 450 $1K
Coldstream Capital Management Inc. 0.00% New 402 $1K
Osaic Holdings, Inc. 0.00% Reduce -20.6% 375 $1K
PNC Financial Services Group, Inc. 0.00% Reduce -86.3% 228 $677
FMR LLC 0.00% No change 161 $478
Principal Securities, Inc. 0.00% No change 38 $91
SWAN Capital LLC 0.00% No change 28 $83
Wells Fargo & Company 0.00% No change 25 $74
Bell Investment Advisors, Inc 0.00% No change 23 $69
Tower Research Capital LLC (TRC) 0.00% Reduce -99.9% 4 $12
Danske Bank A/S 0.00% No change 1 $3

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