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Lufax (LU) Institutional Ownership

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$2.43 -0.13 (-5.08%)
As of 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for Lufax (NYSE:LU)

Current
Institutional Ownership
Percentage
69.14%
Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$110.89M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$59.86M
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LU Institutional Buying and Selling by Quarter

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Lufax Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
3/24/2025Wellington Management Group LLP159,148$380K0.0%N/A0.018%
2/19/2025Public Employees Retirement System of Ohio491,713$1.18M0.0%+16.0%0.057%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC125,808$301K0.0%-43.7%0.015%
2/17/2025Squarepoint Ops LLC165,160$395K0.0%-13.4%0.019%
2/17/2025Two Sigma Advisers LP1,573,741$3.76M0.0%-18.4%0.182%
2/17/2025Two Sigma Investments LP1,946,575$4.65M0.0%-1.6%0.225%
2/17/2025Tiger 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%
2/17/2025OMERS ADMINISTRATION Corp59,600$142K0.0%N/A0.007%
2/17/2025Millennium Management LLC580,890$1.39M0.0%+56.2%0.067%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.456,099$1.09M0.0%+2.8%0.053%
2/17/2025Ethic Inc.20,756$50K0.0%-81.9%0.002%
2/17/2025Caxton Associates LP898,359$2.15M0.1%-5.7%0.104%
2/17/2025Bank of America Corp DE717,144$1.71M0.0%-18.1%0.083%
2/17/2025BNP Paribas Financial Markets1,305,475$3.12M0.0%+190.5%0.151%
2/14/2025Northern Trust Corp523,084$1.25M0.0%+110.7%0.060%
2/14/2025Hsbc Holdings PLC192,858$461K0.0%+7.2%0.022%
2/14/2025SIH Partners LLLP27,400$65K0.0%-59.9%0.003%
2/14/2025JBF Capital Inc.339,884$812K0.1%-1.4%0.039%
2/13/2025Marshall Wace LLP2,297,647$5.49M0.0%N/A0.265%
2/13/2025Walleye Capital LLC72,554$173K0.0%+39.0%0.008%
2/13/2025XTX Topco Ltd90,592$217K0.0%N/A0.010%
2/13/2025Renaissance Technologies LLC2,122,819$5.07M0.0%-2.0%0.245%
2/13/2025Legal & General Group Plc624,730$1.49M0.0%-21.3%0.072%
2/13/2025Invesco Ltd.603,079$1.44M0.0%+3.9%0.070%
2/13/2025Grantham Mayo Van Otterloo & Co. LLC28,662$69K0.0%-87.0%0.003%
2/12/2025Headlands Technologies LLC55,771$133K0.0%N/A0.006%
2/12/2025Franklin Resources Inc.71,597$171K0.0%+9.2%0.008%
2/12/2025Wellington Management Group LLP159,148$380K0.0%N/A0.018%
2/12/2025California Public Employees Retirement System236,708$566K0.0%-3.2%0.027%
2/12/2025Arrowstreet Capital Limited Partnership154,579$369K0.0%N/A0.018%
2/12/2025Pictet Asset Management Holding SA17,282$41K0.0%+230.2%0.002%
2/12/2025Norges Bank1,766,041$4.22M0.0%N/A0.204%
2/12/2025JPMorgan Chase & Co.58,759$140K0.0%-7.1%0.007%
2/12/2025Mitsubishi UFJ Asset Management Co. Ltd.63,847$152K0.0%+11.4%0.007%
2/12/2025Leading Securities Co Ltd191,460$458K1.5%N/A0.022%
2/12/2025Mitsubishi UFJ Trust & Banking Corp2,274,530$5.44M0.0%N/A0.262%
2/11/2025Vanguard Group Inc.7,143,366$17.07M0.0%+1.0%0.824%
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2/11/2025Sei Investments Co.32,794$78K0.0%-35.9%0.004%
2/11/2025Virtu Financial LLC72,581$173K0.0%N/A0.008%
2/10/2025Corient Private Wealth LLC21,218$51K0.0%+43.6%0.002%
2/10/2025Catalyst Funds Management Pty Ltd888,000$2.12M0.5%+999.0%0.102%
2/7/2025Amundi54,987$133K0.0%+32.7%0.006%
2/6/2025Charles 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%
1/31/2025New York State Common Retirement Fund126,120$301K0.0%-41.2%0.015%
1/31/2025Baillie Gifford & Co.14,667,069$35.05M0.0%+0.3%1.692%
1/30/2025Asset Management One Co. Ltd.32,677$79K0.0%+24.5%0.004%
1/27/2025Mirae Asset Global Investments Co. Ltd.16,600$40K0.0%+102.0%0.002%
1/24/2025abrdn plc402,981$967K0.0%-7.8%0.046%
12/26/2024JPMorgan Chase & Co.63,235$221K0.0%+27.5%0.007%
11/27/2024Franklin Resources Inc.65,584$226K0.0%+14.8%0.008%
11/18/2024Soltis Investment Advisors LLC14,900$52K0.0%N/A0.002%
11/16/2024Geode Capital Management LLC123,616$431K0.0%+35.7%0.014%
11/15/2024Public Employees Retirement System of Ohio423,813$1.48M0.0%N/A0.049%
11/15/2024EWA LLC12,990$45K0.0%N/A0.001%
11/15/2024State Street Corp4,960,609$17.31M0.0%+3.2%0.572%
11/15/2024Polymer Capital Management HK LTD100,000$349K0.1%N/A0.012%
11/14/2024Walleye Capital LLC52,215$182K0.0%N/A0.006%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC223,580$780K0.0%-15.0%0.026%
11/13/2024BNP Paribas Financial Markets449,409$1.57M0.0%+13.1%0.052%
11/13/2024Quantbot Technologies LP41,043$143K0.0%N/A0.005%
11/13/2024Daiwa Securities Group Inc.73,275$256K0.0%+14.7%0.008%
11/12/2024Charles Schwab Investment Management Inc.3,102,895$10.83M0.0%+43.2%0.358%
11/5/2024Baillie Gifford & Co.14,617,105$51.01M0.0%+4.3%1.687%
10/25/2024abrdn plc437,286$1.53M0.0%-4.2%0.076%
10/24/2024 Polunin Capital Partners Ltd89,626$313K0.1%N/A0.016%
10/21/2024Krane Funds Advisors LLC8,302,546$28.98M1.0%-5.4%1.448%
10/17/2024Krane Funds Advisors LLC28,976$101K0.1%-99.7%0.005%
10/3/2024 SG Americas Securities LLC18,965$66K0.0%N/A0.003%
8/29/2024Maven Securities LTD180,000$427K0.0%+350.0%0.031%
8/16/2024SIH Partners LLLP27,300$65K0.1%N/A0.005%
8/15/2024AQR Capital Management LLC470,023$1.11M0.0%N/A0.082%
8/15/2024Caxton Associates LP908,061$2.15M0.1%N/A0.158%
8/14/2024Farallon Capital Management LLC15,000$36K0.0%-90.0%0.003%
8/13/2024Sei Investments Co.51,193$121K0.0%-72.9%0.009%
8/12/2024Hsbc Holdings PLC156,563$371K0.0%-76.0%0.027%
8/12/2024E Fund Management Co. Ltd.1,114,260$2.64M0.1%-5.3%0.194%
8/9/2024Renaissance Technologies LLC2,688,219$6.37M0.0%+6.0%0.469%
8/8/2024JBF Capital Inc.55,000$130K0.0%-82.0%0.010%
8/8/2024Jupiter Asset Management Ltd.290,500$688K0.0%+24.1%0.051%
8/7/2024Headlands Technologies LLC87,996$209K0.0%+1,754.9%0.015%
8/6/2024Acadian Asset Management LLC1,984,060$4.70M0.0%-34.7%0.346%
7/29/2024Panagora Asset Management Inc.10,791$26K0.0%N/A0.002%
7/25/2024Yeomans Consulting Group Inc.41,642$99K0.0%N/A0.007%
7/25/2024Baillie Gifford & Co.14,011,971$33.21M0.0%+15.9%2.443%
7/16/2024Diversified Trust Co11,110$26K0.0%-49.3%0.002%
7/16/2024Sequoia Financial Advisors LLC10,395$25K0.0%-27.4%0.002%
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7/10/2024 Simplicity Wealth LLC33,525$79K0.0%N/A0.006%
5/16/2024Bayesian Capital Management LP42,221$178K0.0%N/A0.007%
5/15/2024Bamco Inc. NY1,453,122$6.13M0.0%-68.5%0.253%
5/15/2024Quadrature Capital Ltd442,054$1.87M0.0%N/A0.077%
5/14/2024Platinum Investment Management Ltd.11,394$48K0.0%-21.0%0.002%
5/10/2024Acadian Asset Management LLC3,036,225$12.80M0.0%+5,000.2%0.530%
5/10/2024Vanguard Group Inc.6,714,782$28.34M0.0%-5.1%1.171%
5/10/2024Jupiter Asset Management Ltd.234,100$988K0.0%N/A0.041%
5/10/2024Pinnacle Wealth Planning Services Inc.45,991$194K0.0%N/A0.008%
5/10/2024AI Squared Management Ltd244,650$1.03M0.8%-26.8%0.043%
(Data available from 1/1/2016 forward)

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LU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LU shares?

During the previous two years, 134 institutional investors and hedge funds held shares of Lufax. The most heavily invested institutionals were Baillie Gifford & Co. ($35.05M), Yunqi Capital Ltd ($29.93M), Krane Funds Advisors LLC ($28.98M), State Street Corp ($17.31M), Vanguard Group Inc. ($17.07M), FIL Ltd ($12.50M), and Charles Schwab Investment Management Inc. ($10.05M).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 104 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 ($12.63M), Baillie Gifford & Co. ($8.63M), Polunin Capital Partners Ltd ($4.66M), Mirae Asset Global Investments Co. Ltd. ($3.98M), Tiger Pacific Capital LP ($3.94M), Robeco Institutional Asset Management B.V. ($3.38M), and Mitsubishi UFJ Trust & Banking Corp ($3.37M).

How much institutional buying is happening at Lufax?

Institutional investors have bought a total of 88,040,160 shares in the last 24 months. This purchase volume represents approximately $425.67M in transactions.

Which Lufax major shareholders have been selling company stock?

Of the 69 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. ($19.41M), Krane Funds Advisors LLC ($15.70M), 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 108,827,782 shares in the last 24 months. This volume of shares sold represents approximately $443.40M in transactions.



This page (NYSE:LU) was last updated on 4/16/2025 by MarketBeat.com Staff
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