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Lufax (LU) Institutional Ownership

Lufax logo
$1.40 +0.01 (+0.36%)
As of 08/21/2026 03:58 PM Eastern
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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)
33
Total
Institutional Inflows
(last 12 months)
$53.15M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$24.92M
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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
8/18/2026 Public Employees Retirement System of Ohio119,200$157K0.0%N/A0.014%
7/10/2026 Ramsey Quantitative Systems150,979$199K0.2%N/A0.017%
5/19/2026 Bank of America Corp DE215,996$404K0.0%-13.1%0.025%
5/14/2026 Public Employees Retirement System of Ohio246,500$461K0.0%+2.8%0.028%
5/14/2026 Sei Investments Co.30,052$56K0.0%-56.4%0.003%
5/12/2026 Barometer Capital Management Inc.534,700$1M0.4%+7,538.6%0.062%
5/6/2026 California Public Employees Retirement System329,089$615K0.0%+2.4%0.038%
5/5/2026 Bank 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%
4/16/2026 SG Americas Securities LLC15,880$30K0.0%-92.0%0.002%
3/20/2026 Hsbc Holdings PLC79,547$204K0.0%+11.5%0.009%
2/23/2026 Virtu Financial LLC37,473$96K0.0%N/A0.004%
2/19/2026 Invesco Ltd.707,634$1.81M0.0%-1.1%0.082%
2/18/2026 XTX Topco Ltd96,250$246K0.0%N/A0.011%
2/18/2026 Wellington Management Group LLP174,664$447K0.0%-61.8%0.020%
2/18/2026 Millennium Management LLC259,472$664K0.0%+529.8%0.030%
2/17/2026 Amundi93,820$240K0.0%+44.4%0.011%
2/17/2026 Public Employees Retirement System of Ohio239,900$614K0.0%+4.0%0.028%
2/13/2026 Charles 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%
2/13/2026 State Street Corp3,914,555$10.02M0.0%-16.0%0.452%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC77,930$200K0.0%N/A0.009%
2/13/2026 Alpine Investment Management Ltd8,106,500$20.75M5.4%+91.9%0.935%
2/12/2026 HRT Financial LP109,823$281K0.0%+4.2%0.013%
2/12/2026 JBF Capital Inc.339,884$870K0.1%+146.4%0.039%
2/11/2026 Franklin Resources Inc.234,142$599K0.0%+5.0%0.027%
2/10/2026 Goldman 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%
2/10/2026 Norges Bank3,151,227$8.07M0.0%N/A0.364%
2/10/2026 Fideuram Asset Management Ireland dac194,559$498K0.0%N/A0.022%
2/9/2026 Geode Capital Management LLC184,122$471K0.0%+20.5%0.021%
2/9/2026 Legal & General Group Plc1,560,906$4.00M0.0%+106.5%0.180%
2/3/2026 Mitsubishi 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%
1/23/2026 Baillie 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%
1/9/2026 SG Americas Securities LLC198,619$508K0.0%+17.0%0.023%
1/1/2026 JPMorgan Chase & Co.100,812$409K0.0%-8.4%0.012%
11/21/2025 Yunqi Capital Ltd10,950,138$44.46M26.0%+8.4%1.263%
11/17/2025 Scientech Research LLC11,431$46K0.0%N/A0.001%
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11/17/2025 Public Employees Retirement System of Ohio230,712$937K0.0%+53.2%0.027%
11/17/2025 Millennium Management LLC41,197$167K0.0%N/A0.005%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.533,385$2.17M0.0%-6.9%0.062%
11/17/2025 Lighthouse Investment Partners LLC230,000$934K0.0%N/A0.027%
11/17/2025 California Public Employees Retirement System322,532$1.31M0.0%+15.3%0.037%
11/17/2025 Bank of America Corp DE314,965$1.28M0.0%-71.2%0.036%
11/14/2025 Amundi64,978$266K0.0%-33.1%0.007%
11/14/2025Brooklyn Investment Group16,275$66K0.0%-78.4%0.002%
11/14/2025 Tiger Pacific Capital LP5,472,835$22.22M5.6%-15.5%0.631%
11/13/2025 Sei Investments Co.147,339$598K0.0%+95.3%0.017%
11/13/2025 UBS Group AG1,571,180$6.38M0.0%+82.5%0.181%
11/13/2025 Barometer Capital Management Inc.143,500$583K0.1%+77.6%0.017%
11/13/2025 BNP Paribas Financial Markets37,077$151K0.0%-94.6%0.004%
11/13/2025 Franklin Resources Inc.222,929$905K0.0%+2.4%0.026%
11/13/2025 Alpine Investment Management Ltd4,225,000$17.15M5.8%N/A0.487%
11/13/2025 Hel 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%
11/7/2025 JPMorgan Chase & Co.100,812$409K0.0%-8.4%0.012%
11/7/2025 Aberdeen Group plc183,121$743K0.0%+129.1%0.021%
11/6/2025 Profund Advisors LLC31,714$129K0.0%+26.1%0.004%
11/6/2025Leading Securities Co Ltd514,323$2.09M44.1%+37.8%0.059%
11/4/2025 Allianz Asset Management GmbH1,253,309$5.09M0.0%-19.3%0.145%
10/31/2025 Baillie Gifford & Co.8,407,296$34.13M0.0%-9.5%0.970%
10/23/2025 SG Americas Securities LLC169,807$689K0.0%+281.4%0.020%
8/18/2025 Hudson Bay Capital Management LP20,800$58K0.0%N/A0.002%
8/16/2025 Headlands Technologies LLC26,928$75K0.0%+245.1%0.003%
8/15/2025 Tiger Pacific Capital LP6,476,524$18.07M6.0%-4.2%0.747%
8/15/2025 Hudson Bay Capital Management LP20,800$58K0.0%N/A0.002%
8/15/2025 BNP Paribas Financial Markets686,185$1.91M0.0%-22.9%0.079%
8/15/2025 Bank of America Corp DE1,091,923$3.05M0.0%+36.2%0.126%
8/14/2025 Canada Pension Plan Investment Board815,600$2.28M0.0%N/A0.094%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.572,760$1.60M0.0%-5.3%0.066%
8/14/2025 Sei Investments Co.75,448$210K0.0%+130.1%0.009%
8/14/2025 California Public Employees Retirement System279,622$780K0.0%+14.6%0.032%
8/13/2025 Marshall Wace LLP57,404$160K0.0%N/A0.007%
8/13/2025 Invesco Ltd.687,796$1.92M0.0%+7.1%0.079%
8/13/2025 Arrowstreet Capital Limited Partnership2,168,162$6.05M0.0%+2,378.4%0.250%
8/13/2025 Norges Bank1,766,041$4.93M0.0%N/A0.204%
8/13/2025 Russell Investments Group Ltd.13,905$38K0.0%-59.2%0.002%
8/12/2025 Franklin Resources Inc.217,720$607K0.0%+91.9%0.025%
8/12/2025 Legal & General Group Plc756,774$2.11M0.0%+21.0%0.087%
8/12/2025 JPMorgan Chase & Co.110,024$307K0.0%+74.6%0.013%
8/8/2025 Geode Capital Management LLC143,238$400K0.0%+3.9%0.017%
8/8/2025 Mitsubishi UFJ Trust & Banking Corp3,311,555$9.24M0.0%+58.4%0.382%
8/7/2025 Profund Advisors LLC25,149$70K0.0%-14.7%0.003%
8/7/2025 Acadian Asset Management LLC4,843,977$13.50M0.0%-6.3%0.559%
8/7/2025 Mitsubishi UFJ Asset Management Co. Ltd.57,821$161K0.0%-18.5%0.007%
8/7/2025 Yunqi Capital Ltd10,098,040$28.17M20.1%+42.3%1.165%
8/1/2025 May 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%
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7/28/2025 Allianz Asset Management GmbH1,553,432$4.33M0.0%-12.0%0.179%
7/28/2025Leading Securities Co Ltd373,331$1.04M14.9%+95.0%0.043%
7/25/2025 Vanguard Personalized Indexing Management LLC10,016$28K0.0%N/A0.001%
7/24/2025 Aberdeen 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%
7/15/2025 Public Employees Retirement System of Ohio150,600$420K0.0%-54.9%0.017%
6/27/2025 Goldman 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%


LU Institutional Ownership - Frequently Asked Questions

During the previous two years, 90 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 75 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 16,960,927 shares in the last 24 months. This purchase volume represents approximately $53.15M in transactions.

Of the 19 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 ($1.00M), Hel Ved Capital Management Ltd ($929.66K), Bank of America Corp DE ($809.39K), State Street Corp ($743.33K), BNP Paribas Financial Markets ($649.11K), and Goldman Sachs Group Inc. ($528.08K).

Institutional investors have sold a total of 7,077,506 shares in the last 24 months. This volume of shares sold represents approximately $24.92M in transactions.


Related Companies

Institutional ownership data for NYSE:LU is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/18/2026. New 13F filings are added each quarter as they're published.
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