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Lufax (LU) Institutional Ownership

Lufax logo
$1.58 +0.02 (+0.96%)
Closing price 07/31/2026 03:59 PM Eastern
Extended Trading
$1.58 +0.01 (+0.63%)
As of 07/31/2026 07:34 PM 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 Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Lufax (NYSE:LU)

Current
Institutional Ownership
Percentage
69.14%
Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$80.06M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$27.37M
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LU Institutional Buying and Selling by Quarter

Lufax Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Ramsey Quantitative Systems150,979$199K0.2%N/A0.017%
5/19/2026Bank of America Corp DE215,996$404K0.0%-13.1%0.025%
5/14/2026Public Employees Retirement System of Ohio246,500$461K0.0%+2.8%0.028%
5/14/2026Sei Investments Co.30,052$56K0.0%-56.4%0.003%
5/12/2026Barometer Capital Management Inc.534,700$1M0.4%+7,538.6%0.062%
5/6/2026California Public Employees Retirement System329,089$615K0.0%+2.4%0.038%
5/5/2026Bank of New York Mellon Corp318,365$595K0.0%+4.7%0.037%
4/24/2026 Fulton Bank N.A.14,568$27K0.0%N/A0.002%
4/16/2026SG Americas Securities LLC15,880$30K0.0%-92.0%0.002%
3/20/2026Hsbc Holdings PLC79,547$204K0.0%+11.5%0.009%
2/23/2026Virtu Financial LLC37,473$96K0.0%N/A0.004%
2/19/2026Invesco Ltd.707,634$1.81M0.0%-1.1%0.082%
2/18/2026XTX Topco Ltd96,250$246K0.0%N/A0.011%
2/18/2026Wellington Management Group LLP174,664$447K0.0%-61.8%0.020%
2/18/2026Millennium Management LLC259,472$664K0.0%+529.8%0.030%
2/17/2026Amundi93,820$240K0.0%+44.4%0.011%
2/17/2026Public Employees Retirement System of Ohio239,900$614K0.0%+4.0%0.028%
2/13/2026Charles Schwab Investment Management Inc.5,802,005$14.85M0.0%+4.3%0.669%
2/13/2026 Police & Firemen s Retirement System of New Jersey130,739$335K0.0%+29.1%0.015%
2/13/2026State Street Corp3,914,555$10.02M0.0%-16.0%0.452%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC77,930$200K0.0%N/A0.009%
2/13/2026Alpine Investment Management Ltd8,106,500$20.75M5.4%+91.9%0.935%
2/12/2026HRT Financial LP109,823$281K0.0%+4.2%0.013%
2/12/2026JBF Capital Inc.339,884$870K0.1%+146.4%0.039%
2/11/2026Franklin Resources Inc.234,142$599K0.0%+5.0%0.027%
2/10/2026Goldman Sachs Group Inc.348,727$893K0.0%-60.2%0.040%
2/10/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS116,220$298K0.0%-32.2%0.013%
2/10/2026Norges Bank3,151,227$8.07M0.0%N/A0.364%
2/10/2026 Fideuram Asset Management Ireland dac194,559$498K0.0%N/A0.022%
2/9/2026Geode Capital Management LLC184,122$471K0.0%+20.5%0.021%
2/9/2026Legal & General Group Plc1,560,906$4.00M0.0%+106.5%0.180%
2/3/2026Mitsubishi UFJ Asset Management Co. Ltd.79,727$214K0.0%+33.2%0.009%
1/27/2026 Asset Management One Co. Ltd.31,946$82K0.0%-16.3%0.004%
1/23/2026Baillie Gifford & Co.7,942,847$20.33M0.0%-5.5%0.916%
1/20/2026 Polunin Capital Partners Ltd41,924$110K0.0%-53.2%0.005%
1/9/2026SG Americas Securities LLC198,619$508K0.0%+17.0%0.023%
1/1/2026JPMorgan Chase & Co.100,812$409K0.0%-8.4%0.012%
11/21/2025Yunqi Capital Ltd10,950,138$44.46M26.0%+8.4%1.263%
11/17/2025Scientech Research LLC11,431$46K0.0%N/A0.001%
11/17/2025Public Employees Retirement System of Ohio230,712$937K0.0%+53.2%0.027%
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11/17/2025Millennium Management LLC41,197$167K0.0%N/A0.005%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.533,385$2.17M0.0%-6.9%0.062%
11/17/2025Lighthouse Investment Partners LLC230,000$934K0.0%N/A0.027%
11/17/2025California Public Employees Retirement System322,532$1.31M0.0%+15.3%0.037%
11/17/2025Bank of America Corp DE314,965$1.28M0.0%-71.2%0.036%
11/14/2025Amundi64,978$266K0.0%-33.1%0.007%
11/14/2025Brooklyn Investment Group16,275$66K0.0%-78.4%0.002%
11/14/2025Tiger Pacific Capital LP5,472,835$22.22M5.6%-15.5%0.631%
11/13/2025Sei Investments Co.147,339$598K0.0%+95.3%0.017%
11/13/2025UBS Group AG1,571,180$6.38M0.0%+82.5%0.181%
11/13/2025Barometer Capital Management Inc.143,500$583K0.1%+77.6%0.017%
11/13/2025BNP Paribas Financial Markets37,077$151K0.0%-94.6%0.004%
11/13/2025Franklin Resources Inc.222,929$905K0.0%+2.4%0.026%
11/13/2025Alpine Investment Management Ltd4,225,000$17.15M5.8%N/A0.487%
11/13/2025Hel Ved Capital Management Ltd185,339$752K0.2%-83.4%0.021%
11/7/2025Vanguard Group Inc.12,399,445$50.34M0.0%+2.8%1.431%
11/7/2025JPMorgan Chase & Co.100,812$409K0.0%-8.4%0.012%
11/7/2025Aberdeen Group plc183,121$743K0.0%+129.1%0.021%
11/6/2025Profund Advisors LLC31,714$129K0.0%+26.1%0.004%
11/6/2025Leading Securities Co Ltd514,323$2.09M44.1%+37.8%0.059%
11/4/2025Allianz Asset Management GmbH1,253,309$5.09M0.0%-19.3%0.145%
10/31/2025Baillie Gifford & Co.8,407,296$34.13M0.0%-9.5%0.970%
10/23/2025SG Americas Securities LLC169,807$689K0.0%+281.4%0.020%
8/18/2025Hudson Bay Capital Management LP20,800$58K0.0%N/A0.002%
8/16/2025Headlands Technologies LLC26,928$75K0.0%+245.1%0.003%
8/15/2025Tiger Pacific Capital LP6,476,524$18.07M6.0%-4.2%0.747%
8/15/2025Hudson Bay Capital Management LP20,800$58K0.0%N/A0.002%
8/15/2025BNP Paribas Financial Markets686,185$1.91M0.0%-22.9%0.079%
8/15/2025Bank of America Corp DE1,091,923$3.05M0.0%+36.2%0.126%
8/14/2025Canada Pension Plan Investment Board815,600$2.28M0.0%N/A0.094%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.572,760$1.60M0.0%-5.3%0.066%
8/14/2025Sei Investments Co.75,448$210K0.0%+130.1%0.009%
8/14/2025California Public Employees Retirement System279,622$780K0.0%+14.6%0.032%
8/13/2025Marshall Wace LLP57,404$160K0.0%N/A0.007%
8/13/2025Invesco Ltd.687,796$1.92M0.0%+7.1%0.079%
8/13/2025Arrowstreet Capital Limited Partnership2,168,162$6.05M0.0%+2,378.4%0.250%
8/13/2025Norges Bank1,766,041$4.93M0.0%N/A0.204%
8/13/2025Russell Investments Group Ltd.13,905$38K0.0%-59.2%0.002%
8/12/2025Franklin Resources Inc.217,720$607K0.0%+91.9%0.025%
8/12/2025Legal & General Group Plc756,774$2.11M0.0%+21.0%0.087%
8/12/2025JPMorgan Chase & Co.110,024$307K0.0%+74.6%0.013%
8/8/2025Geode Capital Management LLC143,238$400K0.0%+3.9%0.017%
8/8/2025Mitsubishi UFJ Trust & Banking Corp3,311,555$9.24M0.0%+58.4%0.382%
8/7/2025Profund Advisors LLC25,149$70K0.0%-14.7%0.003%
8/7/2025Acadian Asset Management LLC4,843,977$13.50M0.0%-6.3%0.559%
8/7/2025Mitsubishi UFJ Asset Management Co. Ltd.57,821$161K0.0%-18.5%0.007%
8/7/2025Yunqi Capital Ltd10,098,040$28.17M20.1%+42.3%1.165%
8/1/2025May Hill Capital LLC12,312$34K0.0%N/A0.001%
7/31/2025 Asset Management One Co. Ltd.40,140$112K0.0%+14.4%0.005%
7/28/2025Allianz Asset Management GmbH1,553,432$4.33M0.0%-12.0%0.179%
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7/28/2025Leading Securities Co Ltd373,331$1.04M14.9%+95.0%0.043%
7/25/2025Vanguard Personalized Indexing Management LLC10,016$28K0.0%N/A0.001%
7/24/2025Aberdeen Group plc79,947$223K0.0%+54.4%0.009%
7/21/2025 QRG Capital Management Inc.13,978$39K0.0%-41.0%0.002%
7/21/2025 Mirae Asset Global Investments Co. Ltd.19,529$54K0.0%-18.7%0.002%
7/15/2025Public Employees Retirement System of Ohio150,600$420K0.0%-54.9%0.017%
6/27/2025Goldman Sachs Group Inc.1,343,505$3.99M0.0%+0.6%0.155%
5/21/2025Acadian Asset Management LLC5,168,650$15.34M0.0%+163.4%0.596%
5/19/2025First Beijing Investment Ltd4,392,625$13.05M0.9%N/A0.507%
5/16/2025Caxton Associates LLP912,345$2.71M0.1%N/A0.105%


LU Institutional Ownership - Frequently Asked Questions

During the previous two years, 94 institutional investors and hedge funds held shares of Lufax. The most heavily invested institutionals were Vanguard Group Inc. ($50.34M), Yunqi Capital Ltd ($44.46M), Krane Funds Advisors LLC ($28.98M), Tiger Pacific Capital LP ($22.22M), Alpine Investment Management Ltd ($20.75M), Baillie Gifford & Co. ($20.33M), and Charles Schwab Investment Management Inc. ($14.85M).Learn more on Lufax's institutional investors.

69.14% of Lufax's stock is owned by institutional investors. Learn more on LU's institutional investor holdings.

Of the 80 institutional investors that purchased Lufax's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Alpine Investment Management Ltd ($8.11M), Tiger Pacific Capital LP ($6.76M), Norges Bank ($6.68M), Nuveen LLC ($4.86M), First Beijing Investment Ltd ($4.39M), Yunqi Capital Ltd ($3.85M), and Mitsubishi UFJ Trust & Banking Corp ($3.50M).

Institutional investors have bought a total of 26,545,801 shares in the last 24 months. This purchase volume represents approximately $80.06M in transactions.

Of the 23 institutional investors that sold Lufax's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Baillie Gifford & Co. ($1.34M), Tiger Pacific Capital LP ($1.29M), Hel Ved Capital Management Ltd ($929.66K), BNP Paribas Financial Markets ($852.67K), Bank of America Corp DE ($809.39K), State Street Corp ($743.33K), and Goldman Sachs Group Inc. ($528.08K).

Institutional investors have sold a total of 7,956,921 shares in the last 24 months. This volume of shares sold represents approximately $27.37M in transactions.


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This page (NYSE:LU) was last updated on 8/3/2026 by MarketBeat.com Staff.
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