Lufax Holding Ltd.-ADRLU

13F holders, Q1 2026 (March 31)
75holders −8
6new positions
16sold out
1famous investor
$1.87avg. 13F price*

At the end of Q1 2026, 75 institutions reported holding Lufax Holding Ltd.-ADR (LU) in their 13F filings, down 8 from Q4 2025. 6 opened new positions and 16 sold out. The largest holders were Alpine Investment Management Ltd ($23.2M), Yunqi Capital Ltd ($20.5M) and Vanguard Capital Management LLC ($18.1M). One famous investor held it 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions6$373K
Exits16$3.3M

All 13F filers, Q4 2025 → Q1 2026: 6,545,989 shares bought and 6,284,089 shares sold, net +261,900 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 75 holders

Alpine Investment Management Ltd 11.27% Add +53.0% 12,404,000 $23.2M
Yunqi Capital Ltd 22.16% No change 10,950,138 $20.5M
Vanguard Capital Management LLC 0.00% — 9,701,707 $18.1M
Baillie Gifford & Co. 0.02% Add +3.1% 8,186,456 $15.3M
Acadian Asset Management LLC 0.02% Reduce -11.6% 5,945,969 $11.1M
BlackRock, Inc. 0.00% Add +4.5% 5,830,491 $10.9M
Charles Schwab Investment Management Inc. 0.00% Reduce -15.9% 4,877,374 $9.1M
FMR LLC 0.00% Reduce 0.0% 3,947,314 $7.4M
Vanguard Fiduciary Trust Co. 0.00% — 2,616,288 $4.9M
State Street Corp. 0.00% Reduce -41.3% 2,299,420 $4.3M
Legal & General Group Plc 0.00% Reduce -1.0% 1,544,828 $2.9M
UBS Group AG 0.00% Add +70.4% 1,257,479 $2.4M
Allianz Asset Management GmbH 0.00% Reduce -11.9% 1,103,972 $2.1M
Jane Street Group, LLC 0.00% Reduce -20.4% 798,785 $1.5M
Invesco Ltd. 0.00% Reduce -11.3% 627,982 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -2.1% 548,170 $1.0M
Barometer Capital Management Inc. 0.34% Add +7538.6% 534,700 $1000K
Morgan Stanley 0.00% Reduce -26.7% 477,914 $894K
Northern Trust Corp. 0.00% Reduce -10.4% 477,279 $893K
Two Sigma Investments, LP 0.00% Add +193.2% 430,676 $805K
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 395,378 $739K
Goldman Sachs Group Inc. 0.00% Add +2.2% 356,277 $666K
JBF Capital, Inc. 0.09% No change 339,884 $636K
California Public Employees Retirement System 0.00% Add +2.4% 329,089 $615K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -37.2% 321,940 $600K
Bank of New York Mellon Corp 0.00% Add +4.7% 318,365 $595K
Public Employees Retirement System of Ohio 0.00% Add +2.8% 246,500 $461K
Bank of America Corp. 0.00% Reduce -13.1% 215,996 $404K
Franklin Resources Inc. 0.00% Reduce -11.1% 208,088 $389K
HRT Financial LP 0.00% Add +73.9% 190,946 $357K
Geode Capital Management, LLC 0.00% Add +2.0% 187,853 $351K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +124.2% 174,705 $327K
Nuveen, LLC 0.00% No change 167,100 $312K
American Century Companies Inc. 0.00% Reduce -3.2% 145,902 $273K
Gsa Capital Partners LLP 0.02% New 141,717 $265K
Alliancebernstein L.P. 0.00% No change 100,553 $257K
Aberdeen Group plc 0.00% Reduce -41.0% 107,225 $201K
Neuberger Berman Group LLC 0.00% No change 104,956 $196K
Simplex Trading, LLC 0.01% Reduce -33.3% 101,933 $191K
Millennium Management 0.00% Reduce -63.2% 95,430 $178K
HSBC Holdings PLC 0.00% Add +5.6% 83,968 $157K
XTX Topco Ltd 0.00% Reduce -14.0% 82,816 $155K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -1.8% 78,299 $146K
Group One Trading LLC 0.00% Reduce -41.8% 65,847 $123K
Police & Firemen's Retirement System of New Jersey 0.00% Reduce -51.8% 62,992 $118K
Citigroup Inc. 0.00% Reduce -11.8% 50,576 $95K
Sei Investments Co. 0.00% Reduce -56.4% 30,052 $56K
Axq Capital, LP 0.01% New 29,704 $56K
SIH Partners, LLLP 0.00% No change 27,400 $51K
Virtu Financial LLC 0.00% Reduce -33.2% 25,019 $47K
Asset Management One Co., Ltd. 0.00% Reduce -28.5% 22,853 $43K
JPMorgan Chase & Co. 0.00% Reduce -58.0% 22,066 $39K
Hudson Bay Capital Management LP 0.00% No change 20,800 $39K
Pictet Asset Management Holding SA 0.00% No change 17,282 $32K
Vanguard Investments Australia, Ltd. 0.00% — 16,739 $31K
SG Americas Securities, LLC 0.00% Reduce -92.0% 15,880 $30K
Fulton Bank, N.A. 0.00% New 14,568 $27K
Ewa, LLC 0.01% Reduce -2.4% 13,193 $25K
Ariadne Wealth Management, LP 0.01% Reduce -40.6% 12,292 $23K
Ethic Inc. 0.00% Reduce -14.4% 11,330 $21K
StoneX Group Inc. 0.00% New 11,028 $21K
BNP Paribas Financial Markets 0.00% Reduce -58.8% 10,878 $20K
Cwm, LLC 0.00% Add +323.6% 3,927 $7K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -89.2% 2,166 $4K
Royal Bank of Canada 0.00% New 2,021 $4K
SBI Securities Co., Ltd. 0.00% Reduce -1.4% 1,975 $4K
Basecamp Wealth Advisors LLC 0.00% No change 1,531 $3K
Osaic Holdings, Inc. 0.00% No change 472 $881
Barclays PLC 0.00% No change 450 $842
EverSource Wealth Advisors, LLC 0.00% Reduce -47.3% 411 $768
Caitong International Asset Management Co., Ltd 0.00% New 239 $447
IMA Advisory Services, Inc. 0.00% No change 36 $67
SWAN Capital LLC 0.00% No change 28 $52
Wells Fargo & Company 0.00% No change 25 $47
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.