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Lufax (LU) Institutional Ownership

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$2.52 +0.00 (+0.12%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
69.14%
Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$76.91M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$219.99M
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LU Institutional Buying and Selling by Quarter

Lufax Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
10/24/2024Polunin 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%
7/25/2024 Yeomans 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%
7/16/2024 Diversified Trust Co11,110$26K0.0%-49.3%0.002%
7/16/2024Sequoia Financial Advisors LLC10,395$25K0.0%-27.4%0.002%
7/10/2024Simplicity Wealth LLC33,525$79K0.0%N/A0.006%
5/16/2024Bayesian Capital Management LP42,221$178K0.0%N/A0.007%
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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%
5/10/2024Yunqi Capital Ltd7,092,640$29.93M20.7%+39.4%1.237%
5/10/2024Banco BTG Pactual S.A.77,200$326K0.1%N/A0.013%
5/8/2024Russell Investments Group Ltd.619,398$2.65M0.0%N/A0.108%
5/7/2024Sei Investments Co.188,784$797K0.0%N/A0.033%
5/2/2024Daiwa Securities Group Inc.63,875$270K0.0%+110.3%0.011%
5/2/2024PDS Planning Inc18,429$78K0.0%N/A0.003%
5/1/2024BNP Paribas Financial Markets102,815$434K0.0%N/A0.018%
5/1/2024Mirae Asset Global Investments Co. Ltd.35,058$148K0.0%-96.1%0.006%
5/1/2024Baillie Gifford & Co.12,089,786$51.02M0.0%+98.9%2.109%
5/1/2024Sequoia Financial Advisors LLC14,311$60K0.0%N/A0.002%
4/22/2024PFG Investments LLC18,000$76K0.0%N/A0.003%
4/18/2024 Diversified Trust Co21,911$92K0.0%N/A0.004%
4/15/2024DGS Capital Management LLC26,274$111K0.0%N/A0.005%
3/27/2024Nomura Holdings Inc.883,009$2.71M0.0%+2,280.1%0.154%
2/26/2024Virtu Financial LLC189,121$581K0.0%+938.0%0.033%
2/14/2024Prudential PLC82,226$252K0.0%-59.3%0.014%
2/12/2024Alberta Investment Management Corp31,625$97K0.0%-75.0%0.006%
2/12/2024Capstone Investment Advisors LLC101,924$313K0.0%-43.9%0.018%
2/12/2024Hsbc Holdings PLC550,908$1.69M0.0%-4.8%0.096%
2/9/2024Nomura Asset Management Co. Ltd.22,175$68K0.0%-75.0%0.004%
2/8/2024Robeco Institutional Asset Management B.V.2,745,761$8.43M0.0%-81.2%0.479%
2/8/2024Mitsubishi UFJ Asset Management Co. Ltd.112,919$320K0.0%-78.8%0.020%
2/7/2024Jump Financial LLC115,966$356K0.0%N/A0.020%
2/7/2024E Fund Management Co. Ltd.1,342,661$4.12M0.3%-74.6%0.234%
2/7/2024AI Squared Management Ltd334,350$1.03M1.3%N/A0.058%
2/6/2024Swiss National Bank330,400$1.01M0.0%-72.6%0.058%
2/2/2024Yunqi Capital Ltd5,089,767$15.63M11.0%-66.9%0.888%
2/1/2024Yousif Capital Management LLC12,112$37K0.0%-75.0%0.002%
2/1/2024California Public Employees Retirement System298,672$917K0.0%-76.0%0.052%
2/1/2024Handelsbanken Fonder AB83,625$257K0.0%-75.0%0.015%
1/31/2024abrdn plc247,888$761K0.0%-76.0%0.043%
1/31/2024Daiwa Securities Group Inc.30,375$93K0.0%-75.0%0.005%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank85,001$261K0.0%-46.7%0.015%
1/30/2024Sumitomo Mitsui Trust Holdings Inc.346,062$1.06M0.0%-75.0%0.060%
1/26/2024Baillie Gifford & Co.6,077,224$18.66M0.0%-75.6%1.060%
1/24/2024Mirae Asset Global Investments Co. Ltd.889,775$2.73M0.0%-79.4%0.155%
1/24/2024DekaBank Deutsche Girozentrale8,452$25K0.0%-72.2%0.001%
1/24/2024Asset Management One Co. Ltd.37,526$113K0.0%-77.1%0.007%
1/12/2024 SG Americas Securities LLC72,510$223K0.0%-52.4%0.013%
1/12/2024 Paragon Capital Management Ltd20,525$63K0.0%-81.0%0.004%
1/11/2024Gulf International Bank UK Ltd15,792$48K0.0%-75.0%0.003%
1/5/2024E Fund Management Hong Kong Co. Ltd.175,786$540K0.3%-71.1%0.031%
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12/18/2023Vanguard Group Inc.27,725,163$29.39M0.0%-0.6%4.837%
12/6/2023Citigroup Inc.567,150$601K0.0%+207.8%0.025%
12/1/2023Wellington Management Group LLP4,481,980$4.75M0.0%+5.4%0.782%
11/16/2023Penserra Capital Management LLC1,141,280$1.21M0.0%-6.7%0.050%
11/15/2023Schroder Investment Management Group5,475,708$5.80M0.0%-12.8%0.239%
11/15/2023Lansdowne Partners UK LLP2,017,062$2.14M0.2%N/A0.088%
11/14/2023Quadrature Capital Ltd1,077,106$1.14M0.0%-19.0%0.047%
11/14/2023Caxton Associates LP1,307,044$1.39M0.2%+2,850.6%0.057%
11/14/2023Nomura Holdings Inc.37,100$39K0.0%-44.7%0.002%
11/14/2023Bamco Inc. NY18,416,696$19.52M0.1%+22.1%0.803%
(Data available from 1/1/2016 forward)

LU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LU shares?

During the previous two years, 118 institutional investors and hedge funds held shares of Lufax. The most heavily invested institutionals were Baillie Gifford & Co. ($51.01M), Yunqi Capital Ltd ($29.93M), Krane Funds Advisors LLC ($28.98M), Vanguard Group Inc. ($28.34M), State Street Corp ($17.31M), FIL Ltd ($12.50M), and Charles Schwab Investment Management Inc. ($10.83M).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 97 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 ($17.36M), Robeco Institutional Asset Management B.V. ($14.57M), Renaissance Technologies LLC ($9.65M), Baillie Gifford & Co. ($8.58M), Polunin Capital Partners Ltd ($4.66M), Mirae Asset Global Investments Co. Ltd. ($3.97M), and Schroder Investment Management Group ($3.73M).

How much institutional buying is happening at Lufax?

Institutional investors have bought a total of 104,675,268 shares in the last 24 months. This purchase volume represents approximately $641.13M in transactions.

Which Lufax major shareholders have been selling company stock?

Of the 60 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. ($8.99M), and Capital World Investors ($4.68M).

How much institutional selling is happening at Lufax?

Institutional investors have sold a total of 108,971,051 shares in the last 24 months. This volume of shares sold represents approximately $452.51M in transactions.



This page (NYSE:LU) was last updated on 1/21/2025 by MarketBeat.com Staff
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