Lufax Holding Ltd.-ADRLU

13F holders, Q4 2025 (December 31)
83holders −6
9new positions
16sold out
2famous investors
$2.57avg. 13F price*

At the end of Q4 2025, 83 institutions reported holding Lufax Holding Ltd.-ADR (LU) in their 13F filings, down 6 from Q3 2025. 9 opened new positions and 16 sold out. The largest holders were Vanguard Group Inc. ($32.1M), Yunqi Capital Ltd ($28.0M) and Alpine Investment Management Ltd ($20.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium 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 2025 → Q4 2025

InstitutionsTotal Value
New Positions9$1.8M
Exits16$37.5M

All 13F filers, Q3 2025 → Q4 2025: 8,265,765 shares bought and 15,364,336 shares sold, net −7,098,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 83 holders

Vanguard Group Inc. 0.00% Add +1.1% 12,534,494 $32.1M
Yunqi Capital Ltd 22.35% No change 10,950,138 $28.0M
Alpine Investment Management Ltd 9.32% Add +91.9% 8,106,500 $20.8M
Baillie Gifford & Co. 0.02% Reduce -5.5% 7,942,847 $20.3M
Acadian Asset Management LLC 0.03% Reduce -8.6% 6,723,451 $17.2M
Charles Schwab Investment Management Inc. 0.00% Add +4.3% 5,802,005 $14.9M
BlackRock, Inc. 0.00% Reduce -0.4% 5,580,842 $14.3M
FMR LLC 0.00% Add +78.1% 3,947,461 $10.1M
State Street Corp. 0.00% Reduce -16.0% 3,914,555 $10.0M
Norges Bank 0.00% — 3,151,227 $8.1M
Legal & General Group Plc 0.00% Add +106.5% 1,560,906 $4.0M
Allianz Asset Management GmbH 0.00% No change 1,253,309 $3.2M
Jane Street Group, LLC 0.00% Reduce -34.0% 1,003,517 $2.6M
UBS Group AG 0.00% Reduce -53.0% 738,033 $1.9M
Invesco Ltd. 0.00% Reduce -1.1% 707,634 $1.8M
Morgan Stanley 0.00% Add +105.4% 651,599 $1.7M
Two Sigma Advisers, LP 0.00% Reduce -40.8% 586,262 $1.5M
Susquehanna International Group, LLP 0.00% Reduce -48.6% 559,805 $1.4M
Citadel Advisors 0.00% Reduce -36.6% 540,146 $1.4M
Northern Trust Corp. 0.00% Reduce -1.0% 532,817 $1.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -3.9% 512,867 $1.3M
Goldman Sachs Group Inc. 0.00% Reduce -60.2% 348,727 $893K
JBF Capital, Inc. 0.13% No change 339,884 $870K
California Public Employees Retirement System 0.00% Reduce -0.3% 321,481 $823K
Bank of New York Mellon Corp 0.00% New 304,141 $779K
Barometer Capital Management Inc. 0.16% Reduce -95.1% 7,000 $666K
Millennium Management 0.00% Add +529.8% 259,472 $664K
Bank of America Corp. 0.00% Reduce -21.1% 248,423 $636K
Public Employees Retirement System of Ohio 0.00% Add +4.0% 239,900 $614K
Franklin Resources Inc. 0.00% Add +5.0% 234,142 $599K
Fideuram Asset Management (Ireland) dac 0.04% — 194,559 $565K
SG Americas Securities, LLC 0.00% Add +17.0% 198,619 $508K
Geode Capital Management, LLC 0.00% Add +20.5% 184,122 $471K
Aberdeen Group plc 0.00% Reduce -0.7% 181,758 $465K
Wellington Management Group LLP 0.00% Reduce -61.8% 174,664 $447K
Nuveen, LLC 0.00% No change 167,100 $428K
Simplex Trading, LLC 0.01% Reduce -51.1% 152,713 $391K
American Century Companies Inc. 0.00% Add +5.0% 150,720 $386K
Two Sigma Investments, LP 0.00% New 146,900 $376K
Police & Firemen's Retirement System of New Jersey 0.00% Add +29.1% 130,739 $335K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -32.3% 116,220 $298K
Group One Trading LLC 0.01% Add +29.9% 113,052 $289K
HRT Financial LP 0.00% Add +4.2% 109,823 $281K
Neuberger Berman Group LLC 0.00% No change 104,956 $269K
Alliancebernstein L.P. 0.00% No change 100,553 $257K
XTX Topco Ltd 0.01% New 96,250 $246K
Amundi 0.00% Add +44.4% 93,820 $240K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +33.2% 79,727 $214K
HSBC Holdings PLC 0.00% Add +11.5% 79,547 $204K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 77,930 $200K
Sei Investments Co. 0.00% Reduce -53.3% 68,848 $176K
Citigroup Inc. 0.00% Add +1.2% 57,327 $147K
JPMorgan Chase & Co. 0.00% Reduce -47.9% 52,485 $134K
Polunin Capital Partners Ltd 0.02% Reduce -53.2% 41,924 $110K
Virtu Financial LLC 0.00% New 37,473 $96K
Asset Management One Co., Ltd. 0.00% Reduce -16.3% 31,946 $82K
Vestmark Advisory Solutions, Inc. 0.00% New 30,294 $78K
SIH Partners, LLLP 0.00% No change 27,400 $70K
BNP Paribas Financial Markets 0.00% Reduce -28.8% 26,399 $68K
Profund Advisors LLC 0.00% Reduce -19.8% 25,448 $65K
Pathstone Holdings, LLC 0.00% Add +18.5% 23,677 $61K
Ariadne Wealth Management, LP 0.02% Reduce -6.8% 20,701 $57K
Hudson Bay Capital Management LP 0.00% No change 20,800 $53K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +6.5% 20,044 $51K
Pictet Asset Management Holding SA 0.00% No change 17,282 $44K
Ewa, LLC 0.01% Reduce -0.0% 13,513 $35K
Ethic Inc. 0.00% Reduce -7.5% 13,244 $34K
Vanguard Personalized Indexing Management, LLC 0.00% Add +25.8% 13,189 $34K
Two Sigma Securities, LLC 0.00% New 10,399 $27K
Deutsche Bank AG 0.00% Reduce -81.1% 8,991 $23K
Walleye Capital LLC 0.00% New 2,675 $7K
SBI Securities Co., Ltd. 0.00% Reduce -0.4% 2,003 $5K
Tower Research Capital LLC (TRC) 0.00% Add +548.7% 1,797 $5K
Basecamp Wealth Advisors LLC 0.00% — 1,531 $4K
Cwm, LLC 0.00% No change 927 $2K
EverSource Wealth Advisors, LLC 0.00% Add +111.4% 780 $2K
Osaic Holdings, Inc. 0.00% No change 472 $1K
Barclays PLC 0.00% Reduce -99.7% 450 $1K
Rhumbline Advisers 0.00% No change 148 $378
IMA Advisory Services, Inc. 0.00% New 36 $92
SWAN Capital LLC 0.00% No change 28 $72
Wells Fargo & Company 0.00% No change 25 $64
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.