Security record · archived quarter
LU
Lufax Holding Ltd · Financial Services · Financial - Credit Services
53Tracked holders
-2Δ holders
54.93MShares held
$140.64MReported value
+2New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -3.6% ·
share flow -3.9% ·
net new positions -1.9%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 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 | n/a |
| Q3 2024 | 8 | +1 | 23.90M | $83.41M | +2 | −1 |
| Q2 2024 | 7 | n/a | 20.70M | $49.05M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 12.53M | +1.1% | $32.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Baillie Gifford ✦ | 7.94M | -5.5% | $20.33M | 0.0% | ▼ Trim | 7 | SEC ↗ ×4 |
| 3 | Charles Schwab Investment… | 5.80M | n/a | $14.85M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 5.58M | -0.4% | $14.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 5 | Fidelity (FMR) ✦ | 3.95M | +78.1% | $10.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | State Street Global Advisors ✦ (passive) | 3.91M | -16.0% | $10.02M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | Norges Bank ✦ (passive) | 3.15M | New | $8.07M | 0.0% | New | 1 | SEC ↗ |
| 8 | Legal & General Group Plc | 1.56M | n/a | $4.00M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Allianz Asset Management GmbH | 1.25M | n/a | $3.21M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 1.00M | n/a | $2.57M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | UBS Group AG | 738.03K | n/a | $1.89M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Invesco Ltd. | 707.63K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 651.60K | +105.4% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 14 | Susquehanna International Group, Llp | 559.80K | n/a | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 540.15K | -36.6% | $1.38M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 16 | Northern Trust Corp | 532.82K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 17 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 512.87K | n/a | $1.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Goldman Sachs Group ✦ | 348.73K | -60.2% | $892,741 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | California Public Employees… | 321.48K | n/a | $822,991 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 304.14K | n/a | $778,601 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 21 | Millennium Management ✦ | 259.47K | +529.8% | $664,248 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 248.42K | n/a | $635,963 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Franklin Resources Inc | 234.14K | n/a | $599,404 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Geode Capital Management ✦ (passive) | 184.12K | +20.5% | $471,351 | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 25 | Aberdeen Group plc | 181.76K | n/a | $465,300 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Wellington Management ✦ | 174.66K | -61.8% | $447,140 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 27 | Nuveen, LLC | 167.10K | n/a | $427,776 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Hsbc Holdings Plc | 159.09K | n/a | $407,280 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 29 | Simplex Trading, Llc | 152.71K | n/a | $390,945 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | American Century Companies Inc | 150.72K | n/a | $385,843 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Two Sigma Investments ✦ | 146.90K | New | $376,064 | 0.0% | New | 1 | SEC ↗ |
| 32 | Group One Trading Llc | 113.05K | n/a | $289,413 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Hrt Financial Lp | 109.82K | n/a | $281,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Neuberger Berman Group LLC | 104.96K | n/a | $268,687 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Alliancebernstein L.P. | 100.55K | n/a | $257,416 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Amundi | 93.82K | n/a | $240,179 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Mitsubishi UFJ Asset Management… | 79.73K | n/a | $214,466 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 77.93K | n/a | $199,501 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 39 | Sei Investments Co | 68.85K | n/a | $176,251 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Citigroup Inc | 57.33K | n/a | $146,758 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | JPMorgan Chase ✦ | 52.48K | -74.0% | $134,362 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Asset Management One Co., Ltd. | 31.95K | n/a | $82,421 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Bnp Paribas Financial Markets | 26.40K | n/a | $67,581 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Mirae Asset Global Investments Co.… | 20.04K | n/a | $51,313 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | Pictet Asset Management Holding SA | 17.28K | n/a | $44,242 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Deutsche Bank Ag\ | 8.99K | n/a | $23,017 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 47 | Cwm, Llc | 927 | n/a | $2,000 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Osaic Holdings, Inc. | 472 | n/a | $1,208 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Barclays Plc | 450 | n/a | $1,152 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Rhumbline Advisers | 148 | n/a | $378 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Wells Fargo & Company/Mn | 25 | n/a | $64 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Danske Bank A/S | 1 | n/a | $3 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Nomura Asset Management Co Ltd | 0 | n/a | $0 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $8.07M | 0.0% |
| Two Sigma Investments | $376,064 | 0.0% |
Exited
| Renaissance Technologies | $5.47M | was 0.0% |
| Marshall Wace | $4.00M | was 0.0% |
| D. E. Shaw & Co. | $59,548 | 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: Q4 2025 ·
Methodology ·
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