Lufax (LU) Institutional Ownership $2.94 -0.12 (-3.77%) Closing price 05/21/2025 03:59 PM EasternExtended Trading$2.94 0.00 (0.00%) As of 06:01 AM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsHeadlinesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Lufax (NYSE:LU)CurrentInstitutional OwnershipPercentage69.14%Number ofInstitutional Buyers(last 12 months)59TotalInstitutional Inflows(last 12 months)$115.17MNumber ofInstitutional Sellers(last 12 months)29TotalInstitutional Outflows(last 12 months)$56.00M Get LU Insider Trade Alerts Want to know when executives and insiders are buying or selling Lufax stock? 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Email Address Skip Chart & View Institutional Buying and Selling Data LU Institutional Buying and Selling by Quarter Lufax Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/21/2025Acadian Asset Management LLC5,168,650$15.34M0.0%+163.4%0.596% 5/19/2025 First Beijing Investment Ltd4,392,625$13.05M0.9%N/A0.507% 5/16/2025 Caxton Associates LLP912,345$2.71M0.1%N/A0.105% 5/16/2025 Goldman Sachs Group Inc.1,343,505$3.99M0.0%+0.6%0.155% 5/16/2025 Tiger Pacific Capital LP6,757,978$20.07M7.2%+71.7%0.780% 5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.604,823$1.80M0.0%+32.6%0.070% 5/16/2025 Amundi97,223$282K0.0%+76.8%0.011% 5/14/2025 Walleye Capital LLC183,672$546K0.0%+153.2%0.021% 5/14/2025 Hsbc Holdings PLC92,299$274K0.0%-52.1%0.011% 5/14/2025 Wellington Management Group LLP1,127,957$3.35M0.0%+608.7%0.130% Get the Latest News and Ratings for LU and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Lufax and its competitors with MarketBeat's FREE daily newsletter. 5/13/2025 Aberdeen Group plc51,781$154K0.0%-87.2%0.006% 5/13/2025 Russell Investments Group Ltd.34,082$101K0.0%N/A0.004% 5/12/2025 Nuveen LLC4,859,255$14.43M0.0%N/A0.561% 5/12/2025 Invesco Ltd.641,947$1.91M0.0%+6.4%0.074% 5/12/2025 Mitsubishi UFJ Asset Management Co. Ltd.70,969$211K0.0%+11.2%0.008% 5/9/2025 Charles Schwab Investment Management Inc.5,011,130$14.88M0.0%+19.1%0.578% 5/9/2025 Vanguard Group Inc.7,081,461$21.03M0.0%-0.9%0.817% 5/8/2025 XTX Topco Ltd51,452$153K0.0%-43.2%0.006% 5/7/2025 Baillie Gifford & Co.10,281,698$30.54M0.0%-29.9%1.186% 5/7/2025 Cape Ann Asset Management Ltd1,070,730$3.18M2.4%N/A0.124% 5/5/2025 Allianz Asset Management GmbH1,764,470$5.24M0.0%+18.4%0.204% 5/1/2025 New York State Common Retirement Fund21,120$63K0.0%-83.3%0.002% 4/24/2025 Mirae Asset Global Investments Co. Ltd.24,017$71K0.0%+44.7%0.003% 4/17/2025 QRG Capital Management Inc.23,711$70K0.0%N/A0.003% 4/15/2025 Handelsbanken Fonder AB14,825$44K0.0%-68.5%0.002% 4/15/2025 SG Americas Securities LLC179,521$533K0.0%N/A0.021% 3/24/2025 Wellington Management Group LLP159,148$380K0.0%N/A0.018% 2/19/2025 Public Employees Retirement System of Ohio491,713$1.18M0.0%+16.0%0.057% 2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC125,808$301K0.0%-43.7%0.015% 2/17/2025 Squarepoint Ops LLC165,160$395K0.0%-13.4%0.019% 2/17/2025 Two Sigma Advisers LP1,573,741$3.76M0.0%-18.4%0.182% 2/17/2025 Two Sigma Investments LP1,946,575$4.65M0.0%-1.6%0.225% 2/17/2025 Tiger Pacific Capital LP3,936,662$9.41M2.5%N/A0.454% 2/17/2025Nuveen Asset Management LLC1,293,334$3.09M0.0%+747.0%0.149% 2/17/2025 OMERS ADMINISTRATION Corp59,600$142K0.0%N/A0.007% 2/17/2025 Millennium Management LLC580,890$1.39M0.0%+56.2%0.067% 2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.456,099$1.09M0.0%+2.8%0.053% 2/17/2025 Ethic Inc.20,756$50K0.0%-81.9%0.002% 2/17/2025Caxton Associates LP898,359$2.15M0.1%-5.7%0.104% 2/17/2025 Bank of America Corp DE717,144$1.71M0.0%-18.1%0.083% July 2025 Rule Change to Impact Retirement Investors (Ad)There's a massive change from a new rule going into effect this July. And it's one the Big Banks are already using to their advantage… It allows them to treat this new asset like actual cash.Yes, Send Me My FREE Retirement Guide2/17/2025 BNP Paribas Financial Markets1,305,475$3.12M0.0%+190.5%0.151% 2/14/2025 Northern Trust Corp523,084$1.25M0.0%+110.7%0.060% 2/14/2025 Hsbc Holdings PLC192,858$461K0.0%+7.2%0.022% 2/14/2025 SIH Partners LLLP27,400$65K0.0%-59.9%0.003% 2/14/2025 JBF Capital Inc.339,884$812K0.1%-1.4%0.039% 2/13/2025 Marshall Wace LLP2,297,647$5.49M0.0%N/A0.265% 2/13/2025 Walleye Capital LLC72,554$173K0.0%+39.0%0.008% 2/13/2025 XTX Topco Ltd90,592$217K0.0%N/A0.010% 2/13/2025 Renaissance Technologies LLC2,122,819$5.07M0.0%-2.0%0.245% 2/13/2025 Legal & General Group Plc624,730$1.49M0.0%-21.3%0.072% 2/13/2025 Invesco Ltd.603,079$1.44M0.0%+3.9%0.070% 2/13/2025 Grantham Mayo Van Otterloo & Co. LLC28,662$69K0.0%-87.0%0.003% 2/12/2025 Headlands Technologies LLC55,771$133K0.0%N/A0.006% 2/12/2025 Franklin Resources Inc.71,597$171K0.0%+9.2%0.008% 2/12/2025 Wellington Management Group LLP159,148$380K0.0%N/A0.018% 2/12/2025 California Public Employees Retirement System236,708$566K0.0%-3.2%0.027% 2/12/2025 Arrowstreet Capital Limited Partnership154,579$369K0.0%N/A0.018% 2/12/2025 Pictet Asset Management Holding SA17,282$41K0.0%+230.2%0.002% 2/12/2025 Norges Bank1,766,041$4.22M0.0%N/A0.204% 2/12/2025 JPMorgan Chase & Co.58,759$140K0.0%-7.1%0.007% 2/12/2025 Mitsubishi UFJ Asset Management Co. Ltd.63,847$152K0.0%+11.4%0.007% 2/12/2025 Leading Securities Co Ltd191,460$458K1.5%N/A0.022% 2/12/2025 Mitsubishi UFJ Trust & Banking Corp2,274,530$5.44M0.0%N/A0.262% 2/11/2025 Vanguard Group Inc.7,143,366$17.07M0.0%+1.0%0.824% 2/11/2025 Sei Investments Co.32,794$78K0.0%-35.9%0.004% 2/11/2025 Virtu Financial LLC72,581$173K0.0%N/A0.008% 2/10/2025 Corient Private Wealth LLC21,218$51K0.0%+43.6%0.002% 2/10/2025 Catalyst Funds Management Pty Ltd888,000$2.12M0.5%+999.0%0.102% 2/7/2025 Amundi54,987$133K0.0%+32.7%0.006% 2/6/2025 Charles Schwab Investment Management Inc.4,205,838$10.05M0.0%+35.5%0.485% 2/3/2025 Handelsbanken Fonder AB47,025$112K0.0%-43.8%0.005% 1/31/2025 New York State Common Retirement Fund126,120$301K0.0%-41.2%0.015% 1/31/2025 Baillie Gifford & Co.14,667,069$35.05M0.0%+0.3%1.692% 1/30/2025 Asset Management One Co. Ltd.32,677$79K0.0%+24.5%0.004% 1/27/2025 Mirae Asset Global Investments Co. Ltd.16,600$40K0.0%+102.0%0.002% 1/24/2025 abrdn plc402,981$967K0.0%-7.8%0.046% 12/26/2024 JPMorgan Chase & Co.63,235$221K0.0%+27.5%0.007% 11/27/2024 Franklin Resources Inc.65,584$226K0.0%+14.8%0.008% 11/18/2024 Soltis Investment Advisors LLC14,900$52K0.0%N/A0.002% 11/16/2024 Geode Capital Management LLC123,616$431K0.0%+35.7%0.014% 11/15/2024 Public Employees Retirement System of Ohio423,813$1.48M0.0%N/A0.049% 11/15/2024 EWA LLC12,990$45K0.0%N/A0.001% 11/15/2024 State Street Corp4,960,609$17.31M0.0%+3.2%0.572% 11/15/2024 Polymer Capital Management HK LTD100,000$349K0.1%N/A0.012% 11/14/2024 Walleye Capital LLC52,215$182K0.0%N/A0.006% 11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC223,580$780K0.0%-15.0%0.026% 11/13/2024 BNP Paribas Financial Markets449,409$1.57M0.0%+13.1%0.052% 11/13/2024 Quantbot Technologies LP41,043$143K0.0%N/A0.005% 11/13/2024 Daiwa Securities Group Inc.73,275$256K0.0%+14.7%0.008% 11/12/2024 Charles Schwab Investment Management Inc.3,102,895$10.83M0.0%+43.2%0.358% July 2025 Rule Change to Impact Retirement Investors (Ad)There's a massive change from a new rule going into effect this July. And it's one the Big Banks are already using to their advantage… It allows them to treat this new asset like actual cash.Yes, Send Me My FREE Retirement Guide11/5/2024 Baillie Gifford & Co.14,617,105$51.01M0.0%+4.3%1.687% 10/25/2024 abrdn plc437,286$1.53M0.0%-4.2%0.076% 10/24/2024 Polunin Capital Partners Ltd89,626$313K0.1%N/A0.016% 10/21/2024 Krane Funds Advisors LLC8,302,546$28.98M1.0%-5.4%1.448% 10/17/2024 Krane Funds Advisors LLC28,976$101K0.1%-99.7%0.005% 10/3/2024 SG Americas Securities LLC18,965$66K0.0%N/A0.003% 8/29/2024 Maven Securities LTD180,000$427K0.0%+350.0%0.031% 8/16/2024 SIH Partners LLLP27,300$65K0.1%N/A0.005% 8/15/2024 AQR Capital Management LLC470,023$1.11M0.0%N/A0.082% 8/15/2024Caxton Associates LP908,061$2.15M0.1%N/A0.158% (Data available from 1/1/2016 forward) LU Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of LU shares? During the previous two years, 130 institutional investors and hedge funds held shares of Lufax. The most heavily invested institutionals were Baillie Gifford & Co. ($30.54M), Yunqi Capital Ltd ($29.93M), Krane Funds Advisors LLC ($28.98M), Vanguard Group Inc. ($21.03M), Tiger Pacific Capital LP ($20.07M), State Street Corp ($17.31M), and Acadian Asset Management LLC ($15.34M).Learn more on LU's institutional investors. What percentage of Lufax stock is owned by institutional investors? 69.14% of Lufax stock is owned by institutional investors. Learn more on LU's institutional investor holdings. Which institutional investors have been buying Lufax stock? Of the 97 institutional investors that purchased Lufax stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Yunqi Capital Ltd ($10.89M), Baillie Gifford & Co. ($8.63M), Tiger Pacific Capital LP ($6.76M), Acadian Asset Management LLC ($6.18M), Nuveen LLC ($4.86M), Polunin Capital Partners Ltd ($4.66M), and First Beijing Investment Ltd ($4.39M). How much institutional buying is happening at Lufax? Institutional investors have bought a total of 93,315,430 shares in the last 24 months. This purchase volume represents approximately $366.20M in transactions. Which Lufax major shareholders have been selling company stock? Of the 68 institutional investors that sold Lufax stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Baillie Gifford & Co. ($23.50M), Krane Funds Advisors LLC ($12.34M), Robeco Institutional Asset Management B.V. ($11.82M), Bridgewater Associates LP ($11.17M), Yunqi Capital Ltd ($10.27M), Mirae Asset Global Investments Co. Ltd. ($8.29M), and Capital World Investors ($4.68M). How much institutional selling is happening at Lufax? Institutional investors have sold a total of 109,201,965 shares in the last 24 months. This volume of shares sold represents approximately $420.25M in transactions. Related Companies CIB Major Shareholders WF Major Shareholders GGAL Major Shareholders COOP Major Shareholders QFIN Major Shareholders UWMC Major Shareholders OMF Major Shareholders BMA Major Shareholders CADE Major Shareholders PFSI Major Shareholders This page (NYSE:LU) was last updated on 5/22/2025 by MarketBeat.com Staff From Our PartnersJuly 2025 Rule Change to Impact Retirement InvestorsThere's a massive change from a new rule going into effect this July. And it's one the Big Banks are alread...Premier Gold Co | SponsoredCollect $7k per month from Tesla’s SECRET dividendTesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...Investors Alley | SponsoredThe Prophet's Newest PredictionA storm is brewing in the markets: new tariffs, recession warnings, and panic in the headlines. 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