Lufax Holding Ltd (LU) — Institutional Holders, Q2 2026

75 institutional investment managers reported a LU position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $92.5M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

LU in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

16

Added to

13

Trimmed

29

Sold out

16

Biggest buyers

  1. UBS Group AGAdded · +2,935,979 sh+$3.9M
  2. Alpine Investment Management LtdAdded · +1,535,985 sh+$2.0M
  3. JPMORGAN CHASEAdded · +575,326 sh+$759.4K
  4. JANE STREET GROUPAdded · +513,726 sh+$678.1K
  5. Numerai GPNew · +403,029 sh+$532.0K

Biggest sellers

  1. BAILLIE GIFFORDSold out · -8,186,456 sh-$10.8M
  2. FMRSold out · -3,947,314 sh-$5.2M
  3. VANGUARD CAPITAL MANAGEMENTTrimmed · -2,128,259 sh-$2.8M
  4. ACADIAN ASSET MANAGEMENTTrimmed · -1,252,929 sh-$1.7M
  5. STATE STREETTrimmed · -836,432 sh-$1.1M

LU 13F holders ranked 1–75 of 75

Institutional investors reporting a position in Lufax Holding Ltd on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
Alpine Investment Management Ltd#1 · 13,939,985 sh$18.4M+12.4%
Yunqi Capital Ltd#2 · 10,950,138 sh$14.5M0.0%
VANGUARD CAPITAL MANAGEMENT#3 · 7,573,448 sh$10.0M-21.9%
BlackRock#4 · 5,781,769 sh$7.6M-0.8%
ACADIAN ASSET MANAGEMENT#5 · 4,693,040 sh$6.2M-21.1%
CHARLES SCHWAB INVESTMENT MANAGEMENT#6 · 4,414,394 sh$5.8M-9.5%
UBS Group AG#7 · 4,193,458 sh$5.5M+233.5%
NORGES BANK#8 · 3,151,227 sh$4.2M—
VANGUARD FIDUCIARY#9 · 2,049,280 sh$2.7M-21.7%
STATE STREET#10 · 1,462,988 sh$1.9M-36.4%
JANE STREET GROUP#11 · 1,312,511 sh$1.7M+64.3%
Legal & General Group Plc#12 · 1,187,221 sh$1.6M-23.1%
Allianz Asset Management GmbH#13 · 1,077,551 sh$1.4M-2.4%
JPMORGAN CHASE#14 · 597,392 sh$800.5K+2607.3%
BAROMETER CAPITAL MANAGEMENT#15 · 572,800 sh$756.1K+7.1%
Invesco Ltd.#16 · 490,846 sh$647.9K-21.8%
MORGAN STANLEY#17 · 451,248 sh$595.6K-5.6%
NORTHERN#18 · 420,583 sh$555.2K-11.9%
Numerai GP#19 · 403,029 sh$532.0KNew
JBF Capital#20 · 339,884 sh$448.6K0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP#21 · 311,225 sh$410.8K-43.2%
Bank of New York Mellon#22 · 310,033 sh$409.2K-2.6%
MILLENNIUM MANAGEMENT#23 · 299,746 sh$395.7K+214.1%
MIRAE ASSET GLOBAL ETFS Ltd.#24 · 297,334 sh$392.9K-7.6%
TWO SIGMA INVESTMENTS#25 · 285,412 sh$376.7K-33.7%
VANGUARD ASSET MANAGEMENT, Ltd#26 · 280,854 sh$370.7K-29.0%
GOLDMAN SACHS GROUP#27 · 275,413 sh$363.5K-22.7%
CITADEL ADVISORS#28 · 268,734 sh$354.7KNew
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#29 · 248,615 sh$328.2K-24.5%
GSA CAPITAL PARTNERS LLP#30 · 233,631 sh$308.0K+64.9%
FRANKLIN RESOURCES#31 · 198,282 sh$261.7K-4.7%
BANK OF AMERICA#32 · 197,418 sh$260.6K-8.6%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#33 · 174,705 sh$230.6K0.0%
Nuveen#34 · 167,100 sh$220.6K0.0%
RAMSEY QUANTITATIVE SYSTEMS#35 · 150,979 sh$199.3KNew
AMERICAN CENTURY COMPANIES#36 · 146,136 sh$192.9K+0.2%
ALLIANCEBERNSTEIN L.P.#37 · 100,553 sh$188.0K0.0%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#38 · 119,200 sh$157.3K-51.6%
abrdn plc#39 · 107,225 sh$141.5K0.0%
TUDOR INVESTMENT ET AL#40 · 104,888 sh$138.5KNew
HRT FINANCIAL#41 · 84,271 sh$111.0K-55.9%
HSBC PLC#42 · 66,056 sh$87.2K-21.3%
CITIGROUP#43 · 63,149 sh$83.4K+24.9%
Engineers Gate Manager#44 · 45,403 sh$59.9KNew
Asset Management One , Ltd.#45 · 34,859 sh$46.0K+52.5%
GEODE CAPITAL MANAGEMENT#46 · 34,316 sh$45.3K-81.7%
Walleye Trading#47 · 31,459 sh$41.5KNew
SmartHarvest Portfolios#48 · 28,569 sh$37.7KNew
Police & Firemen's Retirement System of New Jersey#49 · 28,391 sh$37.5K-54.9%
SIMPLEX TRADING#50 · 27,871 sh$36.8K-72.7%
SIH Partners, LLLP#51 · 27,400 sh$36.2K0.0%
Y-Intercept (Hong Kong) Ltd#52 · 27,313 sh$36.1KNew
Hudson Bay Capital Management#53 · 20,800 sh$27.5K0.0%
Caitong International Asset Management , Ltd#54 · 19,199 sh$25.3K+7933.1%
Pictet Asset Management Holding SA#55 · 17,282 sh$22.8K0.0%
Vanguard Investments Australia, Ltd.#56 · 16,739 sh$22.1K0.0%
Tower Research Capital (TRC)#57 · 16,083 sh$21.2KNew
EWA#58 · 13,118 sh$17.3K-0.6%
Vanguard Personalized Indexing Management#59 · 11,481 sh$15.2KNew
TWO SIGMA SECURITIES#60 · 11,459 sh$15.1KNew
FLOW TRADERS U.S.#61 · 10,839 sh$14.0KNew
Frec Markets#62 · 10,537 sh$13.9KNew
Savant Capital#63 · 10,370 sh$13.8KNew
Squarepoint Ops#64 · 10,389 sh$13.7KNew
BNP PARIBAS FINANCIAL MARKETS#65 · 2,191 sh$2.9K-79.9%
Mirae Asset Global Investments , Ltd.#66 · 2,166 sh$2.9K0.0%
SBI Securities , Ltd.#67 · 1,987 sh$2.6K+0.6%
Basecamp Wealth Advisors#68 · 1,531 sh$2.0K0.0%
EverSource Wealth Advisors#69 · 789 sh$1.0K+83.1%
ROYAL BANK OF CANADA#70 · 1,031 sh$1.0K-49.0%
BARCLAYS PLC#71 · 450 sh$594.000.0%
North Star Investment Management#72 · 401 sh$529.00New
SWAN Capital#73 · 28 sh$37.000.0%
WELLS FARGO & COMPANY#74 · 25 sh$33.000.0%
DANSKE BANK A/S#75 · 1 sh$1.000.0%

Funds that sold out of LU in Q2 2026 (16)

Held LU at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held LU in Q1 2026 and reported no position in Q2 2026.
InstitutionValue in Q1 2026
BAILLIE GIFFORD8,186,456 sh$15.3M
FMR3,947,314 sh$7.4M
Neuberger Berman Group104,956 sh$196.3K
XTX Topco Ltd82,816 sh$154.9K
Mitsubishi UFJ Asset Management , Ltd.78,299 sh$146.4K
GROUP ONE TRADING, L.P.65,847 sh$123.1K
SEI INVESTMENTS30,052 sh$56.2K
AXQ CAPITAL29,704 sh$55.5K
Virtu Financial25,019 sh$47.0K
SG Americas Securities15,880 sh$30.0K
FULTON BANK, N.A.14,568 sh$27.2K
Ariadne Wealth Management12,292 sh$23.0K
Ethic11,330 sh$21.2K
StoneX Group11,028 sh$20.6K
OSAIC472 sh$881.00
TrueNorth36 sh$67.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.