LU — LUFAX HOLDING LTD
As of Q2 2026, 19 SEC-registered investment managers reported holding LU (LUFAX HOLDING LTD) in their latest 13F filings, with a combined reported value of $30.12M across 22.81M shares. That is -22.3% by share count (-6.54M shares) versus the previous quarter, while reported value moved -45.1%. Ownership is concentrated: the five largest holders account for 82.1% of reported value and the top ten for 92.7%.
Compared with the prior quarter, 1 opened new positions, 4 added to existing stakes, 12 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
LU is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 12.53M | $32.09M | 0.00% | Add |
| Baillie Gifford & Co history | Q1 2026 | 8.19M | $15.31M | 0.02% | Add |
| Fidelity International (FIL) history | Q1 2025 | 2.92M | $8.66M | 0.01% | Reduce |
| Point72 Asset Management history | Q1 2024 | 1.95M | $8.21M | 0.02% | New |
| BlackRock Inc history | Q2 2026 | 5.78M | $7.63M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q1 2026 | 3.95M | $7.38M | 0.00% | Hold |
| Baron Funds history | Q1 2024 | 1.45M | $6.13M | 0.02% | Reduce |
| Arrowstreet Capital history | Q2 2025 | 2.17M | $6.05M | 0.00% | Add |
| Hillhouse Capital (HHLR Advisors) history | Q2 2022 | 1.00M | $6.00M | 0.13% | New |
| Charles Schwab Investment Management history | Q2 2026 | 4.41M | $5.83M | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 4.19M | $5.54M | 0.00% | Add |
| Renaissance Technologies history | Q3 2025 | 1.35M | $5.47M | 0.01% | Reduce |
| Capital World Investors history | Q2 2023 | 3.67M | $5.24M | 0.00% | Reduce |
| Norges Bank Investment Management history | Q2 2026 | 3.15M | $4.16M | 0.00% | Hold |
| Ontario Teachers Pension Plan history | Q1 2022 | 721.99K | $4.02M | 0.05% | Hold |
| Marshall Wace history | Q3 2025 | 985.28K | $4.00M | 0.00% | Add |
| Capital Research Global Investors history | Q3 2023 | 2.45M | $2.60M | 0.00% | Reduce |
| Balyasny Asset Management history | Q3 2025 | 571.05K | $2.32M | 0.00% | New |
| CPP Investments history | Q2 2025 | 815.60K | $2.28M | 0.00% | New |
| Legal & General Investment Management America history | Q2 2026 | 1.19M | $1.57M | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 597.39K sh · $800.50K
Fully Exited (vs previous quarter)
- Baillie Gifford & Co sold 8.19M sh · $15.31M
- Fidelity Management & Research (FMR) sold 3.95M sh · $7.38M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 4.70M | 4.85M | 5.11M | 5.30M | 5.61M | 5.58M | 5.83M | 5.78M |
| Charles Schwab Investment Management | 725.91K | 719.66K | 750.90K | 940.70K | 949.35K | 946.66K | 2.65M | 3.38M | 4.24M | 1.39M | 1.80M | 2.17M | 3.10M | 4.21M | 5.01M | 5.39M | 5.56M | 5.80M | 4.88M | 4.41M |
| UBS Group AG | 1.76M | 461.73K | 3.07M | 1.38M | 1.33M | 1.23M | 2.19M | 1.41M | 1.64M | 711.88K | 71.97K | 65.28K | 153.65K | 787.17K | 1.42M | 860.84K | 1.57M | 738.03K | 1.26M | 4.19M |
| Norges Bank Investment Management | — | — | — | — | — | 15.17M | — | — | — | — | — | — | — | 1.77M | — | 1.77M | — | 3.15M | — | 3.15M |
| Legal & General Investment Management America | 3.50M | 3.13M | 5.28M | 6.97M | 6.86M | 7.34M | 7.54M | 6.78M | 5.87M | 1.83M | 651.62K | 540.79K | 793.64K | 624.73K | 625.59K | 756.77K | 755.98K | 1.56M | 1.54M | 1.19M |
| JPMorgan Chase & Co | 3.81M | 23.43K | 1.66M | 1.12M | 798.16K | 889.80K | 1.33M | 2.02M | 1.55M | 255.74K | 139.39K | 49.60K | 63.23K | 58.76K | 63.02K | 110.02K | 100.81K | 52.48K | — | 597.39K |
| Invesco Ltd | 486.21K | 1.05M | 1.89M | 2.11M | 2.06M | 1.94M | 2.07M | 2.15M | 1.78M | 412.48K | 633.79K | 616.15K | 580.66K | 603.08K | 641.95K | 687.80K | 715.67K | 707.63K | 627.98K | 490.85K |
| Citadel Advisors | 2.77M | 1.71M | 1.03M | 163.74K | 4.10M | 4.89M | 7.60M | 6.12M | 1.12M | 226.40K | 744.73K | 341.65K | 2.15M | 1.45M | 1.46M | 3.00M | 1.04M | 643.85K | 253.30K | 453.53K |
| Morgan Stanley | 2.26M | 1.38M | 1.59M | 2.22M | 1.63M | 3.28M | 3.30M | 2.17M | 4.73M | 1.69M | 6.23M | 1.35M | 879.38K | 565.99K | 2.45M | 523.91K | 317.29K | 651.60K | 477.91K | 451.25K |
| Northern Trust Corp | 593.35K | 312.01K | 1.36M | 2.68M | 2.67M | 2.46M | 2.96M | 2.48M | 1.89M | 280.35K | 167.57K | 231.33K | 248.28K | 523.08K | 534.65K | 530.05K | 538.14K | 532.82K | 477.28K | 420.58K |
| BNY Mellon | 151.12K | 522.65K | 1.05M | 1.29M | 1.28M | 1.81M | 1.77M | 1.71M | 1.81M | 201.72K | — | — | — | — | — | — | — | 304.14K | 318.37K | 310.03K |
| Millennium Management | 1.21M | 3.50M | 136.44K | — | 193.91K | 2.67M | 1.36M | 1.71M | 604.81K | 668.38K | 518.21K | — | 371.77K | 580.89K | 215.40K | — | 41.20K | 259.47K | 95.43K | 299.75K |
| Two Sigma Investments | 891.36K | 3.08M | — | — | — | 621.50K | 802.40K | 2.31M | 2.78M | 1.40M | 2.93M | 2.98M | 1.98M | 1.95M | 1.29M | 479.98K | — | 146.90K | 430.68K | 285.41K |
| Goldman Sachs Group | 2.33M | 2.51M | 1.51M | 909.44K | 1.56M | 15.05M | 13.85M | 12.48M | 12.26M | 3.02M | 397.09K | 244.77K | 1.14M | 1.34M | 1.34M | 997.51K | 876.80K | 348.73K | 356.28K | 275.41K |
| Franklin Resources | 163.61K | 70.21K | 91.19K | 107.44K | 115.83K | 140.97K | 147.26K | 121.77K | 320.61K | 30.18K | 50.32K | 57.14K | 65.58K | 71.60K | 113.46K | 217.72K | 222.93K | 234.14K | 208.09K | 198.28K |
| Bank of America Corp | 1.11M | 840.99K | 1.95M | 2.04M | 1.60M | 1.27M | 1.89M | 1.89M | 1.60M | 518.67K | 1.15M | 958.14K | 875.87K | 717.14K | 801.59K | 1.09M | 314.96K | 248.42K | 216.00K | 197.42K |
| Citigroup Inc | 137.01K | 82.21K | 418.95K | 282.18K | 104.37K | 236.45K | 204.05K | 184.27K | 567.15K | 216.09K | 164.48K | 219.64K | 215.70K | 348.74K | 1.01M | 48.63K | 56.67K | 57.33K | 50.58K | 63.15K |
| Geode Capital Management | 606.38K | 858.69K | 3.49M | 4.64M | 4.20M | 3.09M | 4.60M | 3.22M | 3.28M | 1.02M | 92.17K | 91.08K | 123.62K | 125.37K | 137.82K | 143.24K | 152.85K | 184.12K | 187.85K | 34.32K |
| Wells Fargo & Co | — | 200 | — | — | — | — | 100 | 100 | 100 | 25 | 25 | 25 | 25 | 25 | 25 | 25 | 25 | 25 | 25 | 25 |
| Fidelity Management & Research (FMR) | — | — | 659 | 10.16K | 13.15K | 32.23K | 27.79K | 25.05K | 2.69K | 5.55K | 25.50K | 5.03K | 248 | 161 | 161 | 161 | 2.22M | 3.95M | 3.95M | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details