LUFAX HOLDING LTD-ADR (LU) Top Institutional Shareholders
LUFAX HOLDING LTD-ADR (LU) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $136.98M in LU holdings during the latest filing period.
Alpine Investment Management Ltd is currently the largest disclosed institutional shareholder of LU tracked by InsiderSet, reporting ownership valued at approximately $23.20M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $16.75M, representing an estimated loss of -27.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed LU value among the investors covered in this analysis. Major shareholders include Alpine Investment Management Ltd, Yunqi Capital Ltd, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in LUFAX HOLDING LTD-ADR (LU).
This page ranks the largest institutional LU shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
73
Total Reported Value
$136.98M
Largest Holder
Alpine Investment Management Ltd
Largest Position
$23.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
96
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Alpine Investment Management Ltd | 11.27% | 12,404,000 | $23,195,480 | $16,745,400 | -$6,450,080 | -27.81% | |
| Yunqi Capital Ltd | 22.16% | 10,950,138 | $20,476,758 | $14,782,686 | -$5,694,072 | -27.81% | |
| Vanguard Capital Management Llc | 0.00% | 9,701,707 | $18,142,192 | $13,097,304 | -$5,044,888 | -27.81% | |
| Baillie Gifford & Co | 0.02% | 8,186,456 | $15,308,672 | $11,051,716 | -$4,256,956 | -27.81% | |
| Blackrock, Inc. | 0.00% | 5,830,491 | $10,903,017 | $7,871,163 | -$3,031,854 | -27.81% | |
| Charles Schwab Investment Management Inc | 0.00% | 4,877,374 | $9,120,689 | $6,584,455 | -$2,536,234 | -27.81% | |
| Fmr Llc | 0.00% | 3,947,314 | $7,381,477 | $5,328,874 | -$2,052,603 | -27.81% | |
| Vanguard Fiduciary Trust Co | 0.00% | 2,616,288 | $4,892,459 | $3,531,989 | -$1,360,470 | -27.81% | |
| State Street Corp | 0.00% | 2,299,420 | $4,299,915 | $3,104,217 | -$1,195,698 | -27.81% | |
| Legal & General Group Plc | 0.00% | 1,544,828 | $2,889,607 | $2,085,518 | -$804,089 | -27.83% | |
| Ubs Group Ag | 0.00% | 1,257,479 | $2,351,486 | $1,697,597 | -$653,889 | -27.81% | |
| Allianz Asset Management Gmbh | 0.00% | 1,103,972 | $2,064,428 | $1,490,362 | -$574,066 | -27.81% | |
| Jane Street Group, Llc | 0.00% | 798,785 | $1,493,728 | $1,078,360 | -$415,368 | -27.81% | |
| Invesco Ltd. | 0.00% | 627,982 | $1,174,326 | $847,776 | -$326,550 | -27.81% | |
| Susquehanna International Group, Llp | 0.00% | 548,170 | $1,025,078 | $740,030 | -$285,049 | -27.81% | |
| Barometer Capital Management Inc. | 0.34% | 534,700 | $999,889 | $721,845 | -$278,044 | -27.81% | |
| Morgan Stanley | 0.00% | 477,914 | $893,699 | $645,184 | -$248,515 | -27.81% | |
| Northern Trust Corp | 0.00% | 477,279 | $892,512 | $644,327 | -$248,185 | -27.81% | |
| Two Sigma Investments, Lp | 0.00% | 430,676 | $805,364 | $581,413 | -$223,951 | -27.81% | |
| Vanguard Asset Management, Ltd | 0.00% | 395,378 | $739,357 | $533,760 | -$205,597 | -27.81% | |
| Goldman Sachs Group Inc | 0.00% | 356,277 | $666,238 | $480,974 | -$185,264 | -27.81% | |
| Jbf Capital, Inc. | 0.09% | 339,884 | $635,583 | $458,843 | -$176,740 | -27.81% | |
| California Public Employees Retirement System | 0.00% | 329,089 | $615,396 | $444,270 | -$171,126 | -27.81% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.00% | 321,940 | $600,480 | $434,619 | -$165,861 | -27.62% | |
| Bank Of New York Mellon Corp | 0.00% | 318,365 | $595,343 | $429,793 | -$165,550 | -27.81% | |
| Public Employees Retirement System Of Ohio | 0.00% | 246,500 | $460,955 | $332,775 | -$128,180 | -27.81% | |
| Bank Of America Corp | 0.00% | 215,996 | $403,913 | $291,595 | -$112,318 | -27.81% | |
| Franklin Resources Inc | 0.00% | 208,088 | $389,125 | $280,919 | -$108,206 | -27.81% | |
| Geode Capital Management, Llc | 0.00% | 187,853 | $351,284 | $253,602 | -$97,682 | -27.81% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 174,705 | $326,698 | $235,852 | -$90,846 | -27.81% | |
| Nuveen, Llc | 0.00% | 167,100 | $312,477 | $225,585 | -$86,892 | -27.81% | |
| American Century Companies Inc | 0.00% | 145,902 | $272,837 | $196,968 | -$75,869 | -27.81% | |
| Alliancebernstein L.P. | 0.00% | 100,553 | $257,416 | $135,747 | -$121,669 | -47.27% | |
| Aberdeen Group Plc | 0.00% | 107,225 | $200,511 | $144,754 | -$55,757 | -27.81% | |
| Neuberger Berman Group Llc | 0.00% | 104,956 | $196,268 | $141,691 | -$54,577 | -27.81% | |
| Simplex Trading, Llc | 0.01% | 101,933 | $190,614 | $137,610 | -$53,004 | -27.81% | |
| Millennium Management Llc | 0.00% | 95,430 | $178,454 | $128,831 | -$49,623 | -27.81% | |
| Hsbc Holdings Plc | 0.00% | 83,968 | $157,020 | $113,357 | -$43,663 | -27.81% | |
| Xtx Topco Ltd | 0.00% | 82,816 | $154,866 | $111,802 | -$43,064 | -27.81% | |
| Mitsubishi Ufj Asset Management Co., Ltd. | 0.00% | 78,299 | $146,419 | $105,704 | -$40,715 | -27.81% | |
| Group One Trading Llc | 0.00% | 65,847 | $123,134 | $88,893 | -$34,241 | -27.81% | |
| Police & Firemen'S Retirement System Of New Jersey | 0.00% | 62,992 | $117,795 | $85,039 | -$32,756 | -27.81% | |
| Citigroup Inc | 0.00% | 50,576 | $94,577 | $68,278 | -$26,299 | -27.81% | |
| Sei Investments Co | 0.00% | 30,052 | $56,197 | $40,570 | -$15,627 | -27.81% | |
| Axq Capital, Lp | 0.01% | 29,704 | $55,546 | $40,100 | -$15,446 | -27.81% | |
| Sih Partners, Lllp | 0.00% | 27,400 | $51,238 | $36,990 | -$14,248 | -27.81% | |
| Asset Management One Co., Ltd. | 0.00% | 22,853 | $42,735 | $30,852 | -$11,883 | -27.81% | |
| Hudson Bay Capital Management Lp | 0.00% | 20,800 | $38,896 | $28,080 | -$10,816 | -27.81% | |
| Pictet Asset Management Holding Sa | 0.00% | 17,282 | $32,317 | $23,331 | -$8,986 | -27.81% | |
| Vanguard Investments Australia, Ltd. | 0.00% | 16,739 | $31,302 | $22,598 | -$8,704 | -27.81% |
Frequently asked questions about LU
Who owns the most LU stock?
The largest holders of LU are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for LUFAX HOLDING LTD-ADR (LU).
Is LU widely held by superinvestors?
Many widely followed stocks like LU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly LU is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.