LU
Lufax Holding Ltd · Financial Services · Financial - Credit Services
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +4.8% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 44 | -3 | 35.98M | $47.57M | +5 | −7 |
| Q1 2026 | 47 | -5 | 45.63M | $85.39M | +1 | −7 |
| Q4 2025 | 53 | -2 | 54.93M | $140.64M | +2 | −3 |
| Q3 2025 | 15 | 0 | 38.53M | $156.44M | +2 | −3 |
| Q2 2025 | 13 | -2 | 41.78M | $116.56M | +1 | −3 |
| Q1 2025 | 12 | 0 | 25.01M | $74.28M | +1 | −1 |
| Q4 2024 | 12 | +3 | 30.08M | $71.89M | +3 | — |
| Q3 2024 | 8 | +1 | 23.90M | $83.41M | +2 | −1 |
| Q2 2024 | 7 | — | 20.70M | $49.05M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 14.67M | +0.3% | $35.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 14.67M | +0.3% | $35.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 14.67M | +0.3% | $35.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 14.67M | +0.3% | $35.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passive) | 4.80M | — | $11.46M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Marshall Wace ✦ | 2.30M | New | $5.49M | 0.0% | New | 1 | SEC ↗ |
| 7 | Marshall Wace ✦ | 2.30M | New | $5.49M | 0.0% | New | 1 | SEC ↗ |
| 8 | Marshall Wace ✦ | 2.30M | New | $5.49M | 0.0% | New | 1 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 2.12M | -2.0% | $5.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 1.95M | -1.6% | $4.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Norges Bank ✦ (passive) | 1.77M | -20.7% | $4.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 995.02K | -48.8% | $2.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Millennium Management ✦ | 580.89K | +56.2% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 470.02K | 0.0% | $1.12M | 0.0% | Held | 3 | SEC ↗ |
| 15 | Wellington Management ✦ | 159.15K | New | $380,364 | 0.0% | New | 1 | SEC ↗ |
| 16 | Arrowstreet Capital ✦ | 154.58K | New | $369,444 | 0.0% | New | 1 | SEC ↗ |
| 17 | Geode Capital Management ✦ (passive) | 125.37K | +1.4% | $299,626 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Geode Capital Management ✦ (passive) | 125.37K | +1.4% | $299,626 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $5.49M | 0.0% |
| Marshall Wace | $5.49M | 0.0% |
| Marshall Wace | $5.49M | 0.0% |
| Wellington Management | $380,364 | 0.0% |
| Arrowstreet Capital | $369,444 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 73 holders, 79.53M shares, $136.98M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.