LUFAX HOLDING LTD-ADR (LU) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $92.32M 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 $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 $16.45M, representing an estimated loss of -10.61% 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

$92.32M

Largest Holder

Alpine Investment Management Ltd

Largest Position

$18.40M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

108

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Alpine Investment Management Ltd4.47%13,939,985$18,400,780$16,449,182-$1,951,598-10.61%
Yunqi Capital Ltd11.57%10,950,138$14,454,182$12,921,163-$1,533,019-10.61%
Vanguard Capital Management Llc0.00%7,573,448$9,996,951$8,936,669-$1,060,282-10.61%
Blackrock, Inc.0.00%5,781,769$7,631,934$6,822,487-$809,447-10.61%
Acadian Asset Management Llc0.01%4,693,040$6,188,000$5,537,787-$650,213-10.51%
Charles Schwab Investment Management Inc0.00%4,414,394$5,827,000$5,208,985-$618,015-10.61%
Ubs Group Ag0.00%4,193,458$5,535,365$4,948,280-$587,085-10.61%
Norges Bank0.00%3,151,227$4,159,620$3,718,448-$441,172-10.61%
Vanguard Fiduciary Trust Co0.00%2,049,280$2,705,050$2,418,150-$286,900-10.61%
State Street Corp0.00%1,462,988$1,931,144$1,726,326-$204,818-10.61%
Jane Street Group, Llc0.00%1,312,511$1,732,514$1,548,763-$183,751-10.61%
Legal & General Group Plc0.00%1,187,221$1,567,832$1,400,921-$166,911-10.65%
Allianz Asset Management Gmbh0.00%1,077,551$1,422,367$1,271,510-$150,857-10.61%
Jpmorgan Chase & Co0.00%597,392$800,505$704,923-$95,582-11.94%
Barometer Capital Management Inc.0.21%572,800$756,096$675,904-$80,192-10.61%
Invesco Ltd.0.00%490,846$647,917$579,198-$68,719-10.61%
Morgan Stanley0.00%451,248$595,649$532,473-$63,176-10.61%
Northern Trust Corp0.00%420,583$555,169$496,288-$58,881-10.61%
Numerai Gp Llc0.04%403,029$531,998$475,574-$56,424-10.61%
Jbf Capital, Inc.0.06%339,884$448,647$401,063-$47,584-10.61%
Susquehanna International Group, Llp0.00%311,225$410,817$367,246-$43,572-10.61%
Bank Of New York Mellon Corp0.00%310,033$409,243$365,839-$43,404-10.61%
Millennium Management Llc0.00%299,746$395,665$353,700-$41,965-10.61%
Mirae Asset Global Etfs Holdings Ltd.0.00%297,334$392,890$350,854-$42,036-10.70%
Two Sigma Investments, Lp0.00%285,412$376,744$336,786-$39,958-10.61%
Vanguard Asset Management, Ltd0.00%280,854$370,727$331,408-$39,319-10.61%
Goldman Sachs Group Inc0.00%275,413$363,545$324,987-$38,558-10.61%
Citadel Advisors Llc0.00%268,734$354,729$317,106-$37,623-10.61%
California Public Employees Retirement System0.00%248,615$328,172$293,366-$34,806-10.61%
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc0.00%174,705$326,698$206,152-$120,546-36.90%
Gsa Capital Partners Llp0.02%233,631$308,000$275,685-$32,315-10.49%
Bank Of America Corp0.00%197,418$260,592$232,953-$27,639-10.61%
Nuveen, Llc0.00%167,100$220,572$197,178-$23,394-10.61%
Ramsey Quantitative Systems0.18%150,979$199,292$178,155-$21,137-10.61%
American Century Companies Inc0.00%146,136$192,900$172,440-$20,460-10.61%
Alliancebernstein L.P.0.00%100,553$188,034$118,653-$69,381-36.90%
Public Employees Retirement System Of Ohio0.00%119,200$157,344$140,656-$16,688-10.61%
Aberdeen Group Plc0.00%107,225$141,537$126,526-$15,012-10.61%
Tudor Investment Corp Et Al0.00%104,888$138,452$123,768-$14,684-10.61%
Hrt Financial Lp0.00%84,271$111,000$99,440-$11,560-10.41%
Hsbc Holdings Plc0.00%66,056$87,194$77,946-$9,248-10.61%
Citigroup Inc0.00%63,149$83,357$74,516-$8,841-10.61%
Engineers Gate Manager Lp0.00%45,403$59,932$53,576-$6,356-10.61%
Asset Management One Co., Ltd.0.00%34,859$46,014$41,134-$4,880-10.61%
Geode Capital Management, Llc0.00%34,316$45,297$40,493-$4,804-10.61%
Walleye Trading Llc0.00%31,459$41,526$37,122-$4,404-10.61%
Smartharvest Portfolios, Llc0.01%28,569$37,711$33,711-$4,000-10.61%
Police & Firemen'S Retirement System Of New Jersey0.00%28,391$37,476$33,501-$3,975-10.61%
Simplex Trading, Llc0.00%27,871$36,789$32,888-$3,901-10.60%
Sih Partners, Lllp0.00%27,400$36,168$32,332-$3,836-10.61%
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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.