Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in LU held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Alpine Investment Management Ltd | 12.4M | $23.2M | +53.0% | 2.958% | 11.27% |
| 2 | Yunqi Capital Ltd | 11.0M | $20.5M | 0.0% | 2.612% | 22.16% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 9.7M | $18.1M | — | 2.314% | 0.00% |
| 4 | BAILLIE GIFFORD & CO | 8.2M | $15.3M | +3.1% | 1.953% | 0.02% |
| 5 | BlackRock, Inc. | 5.8M | $10.9M | +4.5% | 1.391% | 0.00% |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.9M | $9.1M | -15.9% | 1.163% | 0.00% |
| 7 | FMR LLC | 3.9M | $7.4M | 0.0% | 0.942% | 0.00% |
| 8 | VANGUARD FIDUCIARY TRUST CO | 2.6M | $4.9M | — | 0.624% | 0.00% |
| 9 | STATE STREET CORP | 2.3M | $4.3M | -41.3% | 0.548% | 0.00% |
| 10 | Legal & General Group Plc | 1.5M | $2.9M | -1.0% | 0.368% | 0.00% |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.4M | $2.6M | +34.2% | 0.331% | 0.00% |
| 12 | UBS Group AG | 1.3M | $2.4M | +70.4% | 0.300% | 0.00% |
| 13 | Allianz Asset Management GmbH | 1.1M | $2.1M | -11.9% | 0.263% | 0.00% |
| 14 | Invesco Ltd. | 628K | $1.2M | -11.3% | 0.150% | 0.00% |
| 15 | BAROMETER CAPITAL MANAGEMENT INC. | 535K | $1000K | +7538.6% | 0.128% | 0.34% |
| 16 | MORGAN STANLEY | 478K | $894K | -26.7% | 0.114% | 0.00% |
| 17 | NORTHERN TRUST CORP | 477K | $893K | -10.4% | 0.114% | 0.00% |
| 18 | TWO SIGMA INVESTMENTS, LP | 431K | $805K | +193.2% | 0.103% | 0.00% |
| 19 | VANGUARD ASSET MANAGEMENT, Ltd | 395K | $739K | — | 0.094% | 0.00% |
| 20 | GOLDMAN SACHS GROUP INC | 356K | $666K | +2.2% | 0.085% | 0.00% |
| 21 | JBF Capital, Inc. | 340K | $636K | 0.0% | 0.081% | 0.09% |
| 22 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 329K | $615K | +2.4% | 0.079% | 0.00% |
| 23 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 322K | $600K | -37.2% | 0.077% | 0.00% |
| 24 | Bank of New York Mellon Corp | 318K | $595K | +4.7% | 0.076% | 0.00% |
| 25 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 247K | $461K | +2.8% | 0.059% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in LU — a direct measure of their conviction.
Filings activity in LU during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 74 | 11% | 24.59% | 10.31 pp | $137M | 30% |
| Q4 2025 | 83 | 7.8% | 34.90% | 22.46 pp | $195M | 39% |
| Q3 2025 | 90 | 7.2% | 57.36% | +9.72 pp | $320M | +20% |
| Q2 2025 | 97 | 4.9% | 47.64% | +0.26 pp | $266M | +0.6% |
| Q1 2025 | 102 | 2.9% | 47.38% | 69.61 pp | $264M | 60% |
| Q4 2024 | 105 | 7.9% | 116.99% | +68.99 pp | $652M | +144% |
| Q3 2024 | 114 | +4.6% | 48.00% | +11.82 pp | $268M | +33% |
| Q2 2024 | 109 | — | 36.18% | — | $202M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying LU stock.
Based on Q1 2026 13F filings, institutional ownership of Lufax Holding Ltd stands at 24.6%, held across 74 reporting institutions.
Alpine Investment Management Ltd is the largest reported institutional holder of LU, with approximately 12,404,000 shares worth $0.02B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of LU, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for LU is 37 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
12 institutions opened new positions in LU during Q1 2026, while 21 fully exited. 8 added to existing positions and 52 trimmed.
LU institutional ownership fell by 10.31 percentage points quarter-over-quarter, with a net change of -9 holders.
The top 10 institutions account for 85.1% of all reported 13F value in LU, and the top 25 account for 96.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Lufax Holding Ltd (LU) Institutional Ownership