SEC 13F Intelligence

LUFAX HOLDING LTD

CUSIP 54975P102

Lufax Holding Ltd has 152 institutional holders in Filings Flow’s 13F database, together reporting 321.93M shares worth $422M as of Q4 2022. The largest reported holders are Norges Bank, Pinnacle Wealth Planning Services, Inc., and Farther Finance Advisors, LLC.

Institutional Holders
152
Q4 2022
Reported Value
$422M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q2 ’21: 121Q2 ’21Q4 ’21: 116Q4 ’21Q4 ’22: 152Q4 ’22filingsflow.com
Total reported value
Q2 ’21: $7.6BQ2 ’21Q4 ’21: $3.2BQ4 ’21Q4 ’22: $422MQ4 ’22filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Pinnacle Wealth Planning Services, Inc.$968M AUM0.02%$160,50946.0KQ3 2024OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$31,42411.3KQ2 2025
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$1,794604Q1 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.