Lufax Holding Ltd.-ADRLU

13F holders, Q2 2025 (June 30)
97holders −5
13new positions
18sold out
2famous investors
$2.79avg. 13F price*

At the end of Q2 2025, 97 institutions reported holding Lufax Holding Ltd.-ADR (LU) in their 13F filings, down 5 from Q1 2025. 13 opened new positions and 18 sold out. The largest holders were Vanguard Group Inc. ($33.7M), Yunqi Capital Ltd ($28.2M) and Baillie Gifford & Co. ($25.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions13$3.1M
Exits18$19.2M

All 13F filers, Q1 2025 → Q2 2025: 18,336,839 shares bought and 15,074,073 shares sold, net +3,262,766 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 97 holders

Vanguard Group Inc. 0.00% Add +70.4% 12,063,965 $33.7M
Yunqi Capital Ltd 20.11% Add +42.3% 10,098,040 $28.2M
Baillie Gifford & Co. 0.02% Reduce -9.7% 9,287,204 $25.9M
Tiger Pacific Capital LP 6.00% Reduce -4.2% 6,476,524 $18.1M
First Beijing Investment Ltd 1.01% Add +47.2% 6,464,988 $18.0M
Charles Schwab Investment Management Inc. 0.00% Add +7.6% 5,393,134 $15.0M
BlackRock, Inc. 0.00% Add +3.8% 5,301,576 $14.8M
Nuveen, LLC 0.00% Add +4.1% 5,060,055 $14.1M
State Street Corp. 0.00% Reduce -5.9% 5,042,177 $14.1M
Acadian Asset Management LLC 0.03% Reduce -6.3% 4,843,977 $13.5M
Mitsubishi UFJ Trust & Banking Corp 0.02% Add +58.4% 3,311,555 $9.2M
Citadel Advisors 0.01% Add +127.9% 2,900,031 $8.1M
Arrowstreet Capital, Limited Partnership 0.00% Add +2378.3% 2,168,162 $6.0M
Norges Bank 0.00% No change 1,766,041 $4.9M
Renaissance Technologies 0.01% Reduce -16.1% 1,666,019 $4.6M
Allianz Asset Management GmbH 0.01% Reduce -12.0% 1,553,432 $4.3M
Jane Street Group, LLC 0.01% Add +30.7% 1,198,411 $3.3M
Hel Ved Capital Management Ltd 1.40% No change 1,115,000 $3.1M
Bank of America Corp. 0.00% Add +36.2% 1,091,923 $3.0M
Goldman Sachs Group Inc. 0.00% Reduce -25.8% 997,509 $2.8M
Wellington Management Group LLP 0.00% Reduce -20.1% 901,372 $2.5M
UBS Group AG 0.00% Reduce -39.4% 860,839 $2.4M
Canada Pension Plan Investment Board 0.00% New 815,600 $2.3M
Two Sigma Advisers, LP 0.00% Reduce -41.9% 773,066 $2.2M
Legal & General Group Plc 0.00% Add +21.0% 756,774 $2.1M
Invesco Ltd. 0.00% Add +7.1% 687,796 $1.9M
BNP Paribas Financial Markets 0.00% Reduce -22.9% 686,185 $1.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -5.3% 572,760 $1.6M
Northern Trust Corp. 0.00% Reduce -0.9% 530,046 $1.5M
Morgan Stanley 0.00% Reduce -78.6% 523,912 $1.5M
Two Sigma Investments, LP 0.00% Reduce -62.8% 479,978 $1.3M
Leading Securities Co Ltd 14.88% Add +95.0% 373,331 $1.0M
JBF Capital, Inc. 0.15% No change 339,884 $948K
Susquehanna International Group, LLP 0.00% Add +13.3% 338,329 $944K
California Public Employees Retirement System 0.00% Add +14.6% 279,622 $780K
Franklin Resources Inc. 0.00% Add +91.9% 217,720 $607K
Public Employees Retirement System of Ohio 0.00% Reduce -54.9% 150,600 $420K
Geode Capital Management, LLC 0.00% Add +3.9% 143,238 $400K
Neuberger Berman Group LLC 0.00% Add +30.5% 136,943 $382K
American Century Companies Inc. 0.00% Add +1.6% 136,608 $381K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +316.7% 116,751 $326K
JPMorgan Chase & Co. 0.00% Add +74.6% 110,024 $307K
Centiva Capital, LP 0.02% Add +68.5% 104,162 $291K
Alliancebernstein L.P. 0.00% No change 102,530 $286K
Police & Firemen's Retirement System of New Jersey 0.00% No change 101,254 $282K
Amundi 0.00% Reduce -0.1% 97,128 $268K
HSBC Holdings PLC 0.00% Reduce -1.7% 90,731 $253K
Polunin Capital Partners Ltd 0.04% No change 89,626 $246K
Barometer Capital Management Inc. 0.06% Add +32.9% 80,800 $225K
Aberdeen Group plc 0.00% Add +54.4% 79,947 $223K
Sei Investments Co. 0.00% Reduce -39.5% 75,448 $211K
Brooklyn Investment Group 0.03% New 75,283 $210K
Simplex Trading, LLC 0.01% Add +211.3% 67,423 $188K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% No change 66,650 $186K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -18.5% 57,821 $161K
Squarepoint Ops LLC 0.00% Reduce -54.9% 57,627 $161K
Marshall Wace, LLP 0.00% New 57,404 $160K
Gsa Capital Partners LLP 0.01% Add +13.6% 49,278 $137K
Citigroup Inc. 0.00% Reduce -95.2% 48,627 $136K
Deutsche Bank AG 0.00% Add +17.9% 47,616 $133K
SG Americas Securities, LLC 0.00% Reduce -75.2% 44,520 $124K
Asset Management One Co., Ltd. 0.00% Add +14.4% 40,140 $112K
Sanctuary Advisors, LLC 0.00% New 39,545 $110K
Two Sigma Securities, LLC 0.01% New 37,394 $104K
SIH Partners, LLLP 0.01% No change 27,400 $76K
Headlands Technologies LLC 0.01% Add +245.1% 26,928 $75K
Profund Advisors LLC 0.00% Reduce -14.7% 25,149 $70K
Hudson Bay Capital Management LP 0.00% New 20,800 $58K
Ariadne Wealth Management, LP 0.03% New 20,009 $58K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -18.7% 19,529 $54K
Pathstone Holdings, LLC 0.00% Add +6.4% 19,467 $54K
Group One Trading LLC 0.00% Reduce -66.7% 17,978 $50K
HRT Financial LP 0.00% New 17,959 $50K
Pictet Asset Management Holding SA 0.00% No change 17,282 $48K
Shell Asset Management Co. 0.00% No change 14,943 $42K
Ethic Inc. 0.00% Reduce -5.3% 14,380 $39K
QRG Capital Management, Inc. 0.00% Reduce -41.0% 13,978 $39K
Corient Private Wealth LP 0.00% Reduce -12.1% 13,978 $39K
Ewa, LLC 0.01% Reduce -0.5% 13,660 $38K
Russell Investments Group, Ltd. 0.00% Reduce -59.2% 13,905 $38K
May Hill Capital, LLC 0.01% New 12,312 $34K
Vanguard Personalized Indexing Management, LLC 0.00% New 10,016 $28K
Tower Research Capital LLC (TRC) 0.00% Add +211825.0% 8,477 $24K
SBI Securities Co., Ltd. 0.00% Add +1.0% 2,029 $6K
Cwm, LLC 0.00% No change 927 $3K
Caitong International Asset Management Co., Ltd 0.00% Reduce -10.0% 916 $3K
Rhumbline Advisers 0.00% Reduce -15.8% 628 $2K
EverSource Wealth Advisors, LLC 0.00% New 552 $2K
Osaic Holdings, Inc. 0.00% Add +25.9% 472 $1K
Barclays PLC 0.00% No change 450 $1K
Royal Bank of Canada 0.00% New 416 $1K
Lazard Asset Management LLC 0.00% New 702 $1K
FMR LLC 0.00% No change 161 $449
SWAN Capital LLC 0.00% No change 28 $78
Wells Fargo & Company 0.00% No change 25 $70
Bell Investment Advisors, Inc 0.00% No change 23 $65
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.