LUFAX HOLDING LTD-ADR (LU) Institutional Ownership Changes & 13F Activity
LUFAX HOLDING LTD-ADR (LU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Alpine Investment Management Ltd, Charles Schwab Investment Management Inc, Fmr Llc, State Street Corp, and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Hsbc Holdings Plc | Buy | +79,547 | — | 79,547 | $203.64K | Q4 2025 | Mar 06, 2026 |
| Virtu Financial Llc | Buy | +37,473 | — | 37,473 | $96.00K | Q4 2025 | Feb 23, 2026 |
| Fmr Llc | Buy | +3,947,461 | — | 3,947,461 | $10.11M | Q4 2025 | Feb 17, 2026 |
| Two Sigma Advisers, Lp | Buy | +586,262 | — | 586,262 | $1.50M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +559,805 | — | 559,805 | $1.43M | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +540,146 | — | 540,146 | $1.38M | Q4 2025 | Feb 17, 2026 |
| Northern Trust Corp | Buy | +532,817 | — | 532,817 | $1.36M | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Etfs Holdings Ltd. | Buy | +512,867 | — | 512,867 | $1.31M | Q4 2025 | Feb 17, 2026 |
| Millennium Management Llc | Buy | +259,472 | — | 259,472 | $664.25K | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +248,423 | — | 248,423 | $635.96K | Q4 2025 | Feb 17, 2026 |
| Public Employees Retirement System Of Ohio | Buy | +239,900 | — | 239,900 | $614.14K | Q4 2025 | Feb 17, 2026 |
| Wellington Management Group Llp | Buy | +174,664 | — | 174,664 | $447.14K | Q4 2025 | Feb 17, 2026 |
| Two Sigma Investments, Lp | Buy | +146,900 | — | 146,900 | $376.06K | Q4 2025 | Feb 17, 2026 |
| Alliancebernstein L.P. | Buy | +100,553 | — | 100,553 | $257.42K | Q4 2025 | Feb 17, 2026 |
| Xtx Topco Ltd | Buy | +96,250 | — | 96,250 | $246.40K | Q4 2025 | Feb 17, 2026 |
| Amundi | Buy | +93,820 | — | 93,820 | $240.18K | Q4 2025 | Feb 17, 2026 |
| Sih Partners, Lllp | Buy | +27,400 | — | 27,400 | $70.14K | Q4 2025 | Feb 17, 2026 |
| Two Sigma Securities, Llc | Buy | +10,399 | — | 10,399 | $26.62K | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +1,797 | — | 1,797 | $4.60K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +472 | — | 472 | $1.21K | Q4 2025 | Feb 17, 2026 |
| Alpine Investment Management Ltd | Buy | +8,106,500 | — | 8,106,500 | $20.75M | Q4 2025 | Feb 13, 2026 |
| Charles Schwab Investment Management Inc | Buy | +5,802,005 | — | 5,802,005 | $14.85M | Q4 2025 | Feb 13, 2026 |
| State Street Corp | Buy | +3,914,555 | — | 3,914,555 | $10.02M | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +651,599 | — | 651,599 | $1.67M | Q4 2025 | Feb 13, 2026 |
| American Century Companies Inc | Buy | +150,720 | — | 150,720 | $385.84K | Q4 2025 | Feb 13, 2026 |
| Police & Firemen'S Retirement System Of New Jersey | Buy | +130,739 | — | 130,739 | $334.69K | Q4 2025 | Feb 13, 2026 |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | Buy | +77,930 | — | 77,930 | $199.50K | Q4 2025 | Feb 13, 2026 |
| Sei Investments Co | Buy | +68,848 | — | 68,848 | $176.25K | Q4 2025 | Feb 13, 2026 |
| Citigroup Inc | Buy | +57,327 | — | 57,327 | $146.76K | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, Llc | Buy | +23,677 | — | 23,677 | $60.61K | Q4 2025 | Feb 13, 2026 |
Frequently asked questions about LU activity
Which institutional owners are buying LU?
Institutional owners buying LU include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in LU activity?
"Buy" means an investor increased their reported position in LU compared to the prior reporting period. This reflects growing exposure to LUFAX HOLDING LTD-ADR (LU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in LU increasing?
Institutional interest in LU can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related LU Institutional Insights
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- LU Insider Trading & SEC Form 4 Activity
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