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Disclosery

LU LUFAX HOLDING LTD

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COM (ADR), issuer CIK 1816007

70 managers (75 13F filers) reported a position in LU shares at 2026-03-31, 79,549,643 shares in all. 6 filers opened a position and 18 filers sold out during the quarter.

Managers
70
13F filers
75
New
6
Added
15
Reduced
35
Sold out
18
Shares held by filers
79,549,643

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VANGUARD GROUP INCgroup of 5 filers holding12,730,112$23.8M+12,716,923Timeline
Alpine Investment Management Ltd12,404,000$23.2M11.27%+4,297,50013F-HRTimeline
Yunqi Capital Ltd10,950,138$20.5M22.16%013F-HRTimeline
BAILLIE GIFFORD & COin group BAILLIE GIFFORD & CO8,186,456$15.3M0.02%+243,60913F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC5,945,969$11.1M0.02%-777,48213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.5,830,491$10.9M<0.01%+249,64913F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co4,877,374$9.12M<0.01%-924,63113F-HRTimelineGroup
FMR LLCin group FMR LLC3,947,314$7.38M<0.01%-14713F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP2,299,420$4.3M<0.01%-1,615,13513F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc1,544,828$2.89M<0.01%-16,07813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,432,184$2.68M+616,221Timeline
Allianz Asset Management GmbHin group Allianz SE1,103,972$2.06M<0.01%-149,33713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC798,785$1.49M<0.01%-204,73213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.627,982$1.17M<0.01%-79,65213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…548,170$1.03M<0.01%-11,63513F-HRTimelineGroup
BAROMETER CAPITAL MANAGEMENT INC.534,700$1000K0.34%+527,70013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY477,914$894K<0.01%-173,68513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP477,279$893K<0.01%-55,53813F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP430,676$805K<0.01%+283,77613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC356,277$666K<0.01%+7,55013F-HRTimelineGroup
JBF Capital, Inc.339,884$636K0.09%013F-HRTimeline
California Public Employees Retirement …329,089$615K<0.01%+7,60813F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding324,106$605K-208,805Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp318,365$595K<0.01%+14,22413F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…246,500$461K<0.01%+6,60013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/215,996$404K<0.01%-32,42713F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources208,088$389K<0.01%-26,05413F-HRTimelineGroup
HRT FINANCIAL LP190,946$357K<0.01%+81,12313F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC187,853$351K<0.01%+3,73113F-HRTimelineGroup
Nuveen, LLCin group TIAA167,100$312K<0.01%013F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC145,902$273K<0.01%-4,81813F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP141,717$265K0.02%new13F-HRTimeline
ALLIANCEBERNSTEIN L.P.100,553$257K<0.01%013F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc107,225$201K<0.01%-74,53313F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC104,956$196K<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC101,933$191K0.01%-50,78013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC95,430$178K<0.01%-164,04213F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC83,968$157K<0.01%+4,42113F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd82,816$155K<0.01%-13,43413F-HRTimelineGroup
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…78,299$146K<0.01%-1,42813F-HRTimelineGroup
GROUP ONE TRADING LLC65,847$123K<0.01%-47,20513F-HRTimeline
Police & Firemen's Retirement System of…62,992$118K<0.01%-67,74713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC50,576$94.6K<0.01%-6,75113F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO30,052$56.2K<0.01%-38,79613F-HRTimelineGroup
AXQ CAPITAL, LP29,704$55.5K0.01%new13F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP27,400$51.2K<0.01%013F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC25,019$47K<0.01%-12,45413F-HRTimelineGroup
Asset Management One Co., Ltd.22,853$42.7K<0.01%-9,09313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,066$39.3K<0.01%-30,41913F-HR/ATimelineGroup
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…20,800$38.9K<0.01%013F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…17,282$32.3K<0.01%013F-HRTimelineGroup
SG Americas Securities, LLC15,880$30K<0.01%-182,73913F-HRTimeline
Fulton Bank, N.A.14,568$27.2K<0.01%new13F-HRTimeline
EWA, LLC13,193$24.7K0.01%-32013F-HRTimeline
Ariadne Wealth Management, LP12,292$23K0.01%-8,40913F-HRTimeline
Ethic Inc.11,330$21.2K<0.01%-1,91413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,028$20.6K<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10,878$20.3K<0.01%-15,52113F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,927$7.34K<0.01%+3,00013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,021$4K<0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.1,975$3.69K<0.01%-2813F-HRTimeline
Basecamp Wealth Advisors LLC1,531$2.86K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.472$881<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC450$842<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…411$768<0.01%-36913F-HR/ATimelineGroup
Caitong International Asset Management …239$447<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.36$67<0.01%013F-HRTimeline
SWAN Capital LLC28$52<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN25$47<0.01%013F-HR/ATimelineGroup
DANSKE BANK A/S1$2<0.01%013F-HRTimeline