LU Institutional Ownership & Shareholders
LUFAX HOLDING LTD-ADR (LU) is currently held by 73 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $92.55M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Alpine Investment Management Ltd is currently the largest disclosed institutional shareholder of LU tracked by InsiderSet, reporting ownership valued at approximately $18.40M in its June 30, 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 $116.26M, representing an estimated gain of +531.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% 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
$92.55M
Largest Holder
Alpine Investment Management Ltd
Largest Position
$18.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
109
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 | 4.47% | 13,939,985 | $18,400,780 | $116,259,475 | +$97,858,695 | +531.82% | |
| Yunqi Capital Ltd | 11.57% | 10,950,138 | $14,454,182 | $91,324,151 | +$76,869,969 | +531.82% | |
| Vanguard Capital Management Llc | 0.00% | 7,573,448 | $9,996,951 | $63,162,556 | +$53,165,605 | +531.82% | |
| Blackrock, Inc. | 0.00% | 5,781,769 | $7,631,934 | $48,219,953 | +$40,588,019 | +531.82% | |
| Acadian Asset Management Llc | 0.01% | 4,693,040 | $6,188,000 | $39,139,954 | +$32,951,954 | +532.51% | |
| Charles Schwab Investment Management Inc | 0.00% | 4,414,394 | $5,827,000 | $36,816,046 | +$30,989,046 | +531.82% | |
| Ubs Group Ag | 0.00% | 4,193,458 | $5,535,365 | $34,973,440 | +$29,438,075 | +531.82% | |
| Norges Bank | 0.00% | 3,151,227 | $4,159,620 | $26,281,233 | +$22,121,613 | +531.82% | |
| Vanguard Fiduciary Trust Co | 0.00% | 2,049,280 | $2,705,050 | $17,090,995 | +$14,385,945 | +531.82% | |
| State Street Corp | 0.00% | 1,462,988 | $1,931,144 | $12,201,320 | +$10,270,176 | +531.82% | |
| Jane Street Group, Llc | 0.00% | 1,312,511 | $1,732,514 | $10,946,342 | +$9,213,828 | +531.82% | |
| Legal & General Group Plc | 0.00% | 1,187,221 | $1,567,832 | $9,901,423 | +$8,333,591 | +531.54% | |
| Allianz Asset Management Gmbh | 0.00% | 1,077,551 | $1,422,367 | $8,986,775 | +$7,564,408 | +531.82% | |
| Jpmorgan Chase & Co | 0.00% | 597,392 | $800,505 | $4,982,249 | +$4,181,744 | +522.39% | |
| Barometer Capital Management Inc. | 0.21% | 572,800 | $756,096 | $4,777,152 | +$4,021,056 | +531.82% | |
| Invesco Ltd. | 0.00% | 490,846 | $647,917 | $4,093,656 | +$3,445,739 | +531.82% | |
| Morgan Stanley | 0.00% | 451,248 | $595,649 | $3,763,408 | +$3,167,759 | +531.82% | |
| Northern Trust Corp | 0.00% | 420,583 | $555,169 | $3,507,662 | +$2,952,493 | +531.82% | |
| Numerai Gp Llc | 0.04% | 403,029 | $531,998 | $3,361,262 | +$2,829,264 | +531.82% | |
| Jbf Capital, Inc. | 0.06% | 339,884 | $448,647 | $2,834,633 | +$2,385,986 | +531.82% | |
| Susquehanna International Group, Llp | 0.00% | 311,225 | $410,817 | $2,595,617 | +$2,184,800 | +531.82% | |
| Bank Of New York Mellon Corp | 0.00% | 310,033 | $409,243 | $2,585,675 | +$2,176,432 | +531.82% | |
| Millennium Management Llc | 0.00% | 299,746 | $395,665 | $2,499,882 | +$2,104,217 | +531.82% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.00% | 297,334 | $392,890 | $2,479,766 | +$2,086,876 | +531.16% | |
| Two Sigma Investments, Lp | 0.00% | 285,412 | $376,744 | $2,380,336 | +$2,003,592 | +531.82% | |
| Vanguard Asset Management, Ltd | 0.00% | 280,854 | $370,727 | $2,342,322 | +$1,971,595 | +531.82% | |
| Goldman Sachs Group Inc | 0.00% | 275,413 | $363,545 | $2,296,944 | +$1,933,399 | +531.82% | |
| Citadel Advisors Llc | 0.00% | 268,734 | $354,729 | $2,241,242 | +$1,886,513 | +531.82% | |
| California Public Employees Retirement System | 0.00% | 248,615 | $328,172 | $2,073,449 | +$1,745,277 | +531.82% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 174,705 | $326,698 | $1,457,040 | +$1,130,342 | +345.99% | |
| Gsa Capital Partners Llp | 0.02% | 233,631 | $308,000 | $1,948,483 | +$1,640,483 | +532.62% | |
| Neuberger Berman Group Llc | 0.00% | 104,956 | $268,687 | $875,333 | +$606,646 | +225.78% | |
| Bank Of America Corp | 0.00% | 197,418 | $260,592 | $1,646,466 | +$1,385,874 | +531.82% | |
| Nuveen, Llc | 0.00% | 167,100 | $220,572 | $1,393,614 | +$1,173,042 | +531.82% | |
| American Century Companies Inc | 0.00% | 146,136 | $192,900 | $1,218,774 | +$1,025,874 | +531.82% | |
| Alliancebernstein L.P. | 0.00% | 100,553 | $188,034 | $838,612 | +$650,578 | +345.99% | |
| Public Employees Retirement System Of Ohio | 0.00% | 119,200 | $157,344 | $994,128 | +$836,784 | +531.82% | |
| Ramsey Quantitative Systems | 0.14% | 123,200 | $149,072 | $1,027,488 | +$878,416 | +589.26% | |
| Aberdeen Group Plc | 0.00% | 107,225 | $141,537 | $894,257 | +$752,720 | +531.82% | |
| Tudor Investment Corp Et Al | 0.00% | 104,888 | $138,452 | $874,766 | +$736,314 | +531.82% | |
| Hrt Financial Lp | 0.00% | 84,271 | $111,000 | $702,820 | +$591,820 | +533.17% | |
| Smartharvest Portfolios, Llc | 0.04% | 77,765 | $94,096 | $648,560 | +$554,464 | +589.25% | |
| Hsbc Holdings Plc | 0.00% | 66,056 | $87,194 | $550,907 | +$463,713 | +531.82% | |
| Citigroup Inc | 0.00% | 63,149 | $83,357 | $526,663 | +$443,306 | +531.82% | |
| Engineers Gate Manager Lp | 0.00% | 45,403 | $59,932 | $378,661 | +$318,729 | +531.82% | |
| Asset Management One Co., Ltd. | 0.00% | 37,853 | $45,802 | $315,694 | +$269,892 | +589.26% | |
| Geode Capital Management, Llc | 0.00% | 34,316 | $45,297 | $286,195 | +$240,898 | +531.82% | |
| Walleye Trading Llc | 0.00% | 31,459 | $41,526 | $262,368 | +$220,842 | +531.82% | |
| Police & Firemen'S Retirement System Of New Jersey | 0.00% | 28,391 | $37,476 | $236,781 | +$199,305 | +531.82% | |
| Simplex Trading, Llc | 0.00% | 27,871 | $36,789 | $232,444 | +$195,655 | +531.83% |
Frequently asked questions about LU
Who are the largest institutional holders of LU?
The largest institutional holders of LU reported in the latest SEC Form 13F filings include Alpine Investment Management Ltd, Yunqi Capital Ltd, Vanguard Capital Management Llc, Blackrock, Inc., and Acadian Asset Management Llc. InsiderSet ranks institutional holders by their latest reported LU position.
What is LU institutional ownership?
This page tracks LU positions reported by institutional investment managers through SEC Form 13F. LUFAX HOLDING LTD-ADR (LU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LU?
InsiderSet currently tracks 73 institutional managers reporting LU holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LU shareholders.
How much LU stock do institutions own?
Institutional investment managers disclosed approximately $92.55M in LU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LU institutional ownership last updated?
The latest LU institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LU holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LU position after the reporting date.
Are institutions buying or selling LU?
Institutional buying and selling can be analyzed by comparing LU positions across consecutive 13F reporting periods. InsiderSet's LU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LU ownership changes.
How has LU institutional ownership changed over time?
InsiderSet tracks LU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.