SEC 13F Intelligence

LULUFAX HOLDING LTD

CUSIP 54975P201 · Yahoo Finance ↗ · Google Finance ↗

Lufax Holding Ltd (LU) has 74 institutional holders in Filings Flow’s 13F database, together reporting 79.72M shares worth $138M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Alpine Investment Management Ltd, and Tiger Pacific Capital LP.

Institutional Holders
74
Q1 2026
Reported Value
$138M
Ticker
LU
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 82Q4 ’25Q1 ’26: 74Q1 ’26Q2 ’26: 5Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $194MQ4 ’25Q1 ’26: $138MQ1 ’26Q2 ’26: $256,626Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Alpine Investment Management Ltd$401M AUM5.79%$23M12.40MQ1 2026OLDER
Tiger Pacific Capital LP$410M AUM5.62%$22M5.47MQ3 2025OLDER
BAROMETER CAPITAL MANAGEMENT INC.$292M AUM0.34%$999,889534.7KQ1 2026OLDER
RAMSEY QUANTITATIVE SYSTEMS$112M AUM0.18%$199,292151.0KQ2 2026
Hel Ved Capital Management Ltd$844M AUM0.16%$752,476185.3KQ3 2025OLDER
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM0.14%$1M337.3KQ3 2025OLDER
JBF Capital, Inc.$676M AUM0.09%$635,583339.9KQ1 2026OLDER
Fideuram Asset Management (Ireland) dac$787M AUM0.04%$565,116194.6KQ4 2025OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.03%$933,800230.0KQ3 2025OLDER
Brooklyn Investment Group$3.2B AUM0.03%$205,68175.1KQ3 2025OLDER
Scientech Research LLC$120M AUM0.02%$46,41011.4KQ3 2025OLDER
BAILLIE GIFFORD & CO$97.9B AUM0.02%$15M8.19MQ1 2026OLDER
Ariadne Wealth Management, LP$223M AUM0.01%$22,98612.3KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$5M1.35MQ3 2025OLDER
AXQ CAPITAL, LP$777M AUM0.01%$55,54629.7KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.01%$4M867.8KQ3 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$4M985.3KQ3 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.00%$26,62110.4KQ4 2025OLDER
EWA, LLC$548M AUM0.00%$17,31513.1KQ2 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$2M571.1KQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.00%$154,86682.8KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$2M1.10MQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.00%$65,14725.4KQ4 2025OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$297,523116.2KQ4 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$460,955246.5KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$9M4.88MQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$5M2.62MQ1 2026OLDER
StoneX Group Inc.$1.9B AUM0.00%$20,62211.0KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.00%$77,55330.3KQ4 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$117,79563.0KQ1 2026OLDER
FULTON BANK, N.A.$3.3B AUM0.00%$27,24214.6KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$3,9191.5KQ2 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$600,480321.9KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.00%$36,05327.3KQ2 2026
SIH Partners, LLLP$7.6B AUM0.00%$51,23827.4KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$3M1.54MQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$805,364430.7KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$739,357395.4KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$32M12.53MQ4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$18M9.70MQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$7M3.95MQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.00%$615,396329.1KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$2M1.26MQ1 2026OLDER
Ethic Inc.$6.4B AUM0.00%$21,18711.3KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$33,76413.2KQ4 2025OLDER
Aberdeen Group plc$61.9B AUM0.00%$200,511107.2KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$3M1.39MQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$123,13465.8KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$60,61323.7KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M818.8KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$11M5.83MQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$1M628.0KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$211,93252.2KQ3 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$196,268105.0KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$4M2.30MQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$272,837145.9KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.00%$38,89620.8KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$190,614101.9KQ1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.00%$42,73522.9KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$892,512477.3KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$4,6001.8KQ4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$595,343318.4KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$3,6932.0KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$2M651.6KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$146,41978.3KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$389,125208.1KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$31,30216.7KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$29,63211.6KQ4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$5,7121.4KQ3 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$312,477167.1KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$257,416100.6KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$447239Q1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$157,02084.0KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$51,85412.8KQ3 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$447,140174.7KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$473,671253.3KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$666,238356.3KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$178,45495.4KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$46,23111.4KQ3 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$326,698174.7KQ1 2026OLDER
Amundi$367.1B AUM0.00%$240,17993.8KQ4 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$56,45413.9KQ3 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$56,19730.1KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$94,57750.6KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$32,31717.3KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$59,54814.7KQ3 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$403,913216.0KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$768411Q1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$351,284187.9KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$7,3433.9KQ1 2026OLDER
SWAN Capital LLC$272M AUM0.00%$5228Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$9423Q3 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$20,34210.9KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$23,0179.0KQ4 2025OLDER
IMA Advisory Services, Inc.$1.0B AUM0.00%$6736Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$39,27722.1KQ1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$4,0502.2KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$881472Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$4,0002.0KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$378148Q4 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$842450Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$4725Q2 2026
DANSKE BANK A/S$41.5B AUM0.00%$21Q1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM$00Q4 2025OLDER

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