Security record · archived quarter
LU
Lufax Holding Ltd · Financial Services · Financial - Credit Services
15Tracked holders
0Δ holders
38.53MShares held
$156.44MReported value
+2New positions
−3Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -6.9% · net new positions -6.7% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
Ownership over time
| 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 | — | — |
Who holds it · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 12.40M | +2.8% | $50.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 12.40M | +2.8% | $50.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 12.40M | +2.8% | $50.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 12.40M | +2.8% | $50.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Baillie Gifford ✦ | 8.41M | -9.5% | $34.13M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 6 | Baillie Gifford ✦ | 8.41M | -9.5% | $34.13M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 7 | Baillie Gifford ✦ | 8.41M | -9.5% | $34.13M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 8 | Baillie Gifford ✦ | 8.41M | -9.5% | $34.13M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 5.61M | +5.7% | $22.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 5.61M | +5.7% | $22.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 5.61M | +5.7% | $22.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 5.61M | +5.7% | $22.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 5.61M | +5.7% | $22.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 5.61M | +5.7% | $22.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 5.61M | +5.7% | $22.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 5.61M | +5.7% | $22.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 5.61M | +5.7% | $22.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 5.61M | +5.7% | $22.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | State Street Global Advisors ✦ (passive) | 4.66M | -7.6% | $18.91M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 2.22M | +1376759.0% | $9.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 2.22M | +1376759.0% | $9.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Renaissance Technologies ✦ | 1.35M | -19.1% | $5.47M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 23 | Marshall Wace ✦ | 985.28K | +1616.4% | $4.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Marshall Wace ✦ | 985.28K | +1616.4% | $4.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Marshall Wace ✦ | 985.28K | +1616.4% | $4.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Marshall Wace ✦ | 985.28K | +1616.4% | $4.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 876.80K | — | $3.56M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 851.79K | -70.6% | $3.46M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 29 | Wellington Management ✦ | 456.66K | -49.3% | $1.85M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Wellington Management ✦ | 456.66K | -49.3% | $1.85M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 317.29K | — | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 317.29K | — | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 317.29K | — | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 317.29K | — | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 317.29K | — | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 317.29K | — | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 317.29K | — | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 201.62K | — | $818,594 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 201.62K | — | $818,594 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Geode Capital Management ✦ (passive) | 152.85K | +6.7% | $620,570 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 41 | Geode Capital Management ✦ (passive) | 152.85K | +6.7% | $620,570 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 42 | Millennium Management ✦ | 41.20K | New | $167,260 | 0.0% | New | 1 | SEC ↗ |
| 43 | D. E. Shaw & Co. ✦ | 14.67K | New | $59,548 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Millennium Management | $167,260 | 0.0% |
| D. E. Shaw & Co. | $59,548 | 0.0% |
Exited
| Arrowstreet Capital | $6.05M | was 0.0% |
| Norges Bank | $4.93M | was 0.0% |
| Two Sigma Investments | $1.34M | was 0.0% |
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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2025 ·
Methodology ·
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