L3VLUP
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LU in the 13F filings

Lufax Holding LTD · CUSIP 54975P201

Sector · Other financial servicesTheme · Financial services· L3VLUP-defined
Quarter
Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 8 May 2026
Managers listing it
11
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 2 listed it in both
Shares listed
20,807,091
combined, among listed positions
Reported value
$39m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 2 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -1,427,790.

Managers listing LU in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

11 of 11 holders

ActionFiling
Baillie Gifford & Co8,186,456$15munder 0.1%Added+243,6098 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC5,945,969$11munder 0.1%Trimmed-777,48213 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)3,947,314$7.4munder 0.1%Trimmed-14715 May 2026 (the filing on sec.gov)
Jane Street Group LLC798,785$1.5munder 0.1%Trimmed-204,73212 May 2026 (the filing on sec.gov)
Invesco Ltd627,982$1.2munder 0.1%Trimmed-79,65212 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP548,170$1.0munder 0.1%Trimmed-11,63515 May 2026 (the filing on sec.gov)
Two Sigma Investments LP430,676$805kunder 0.1%Added+283,77615 May 2026 (the filing on sec.gov)
AllianceBernstein LP100,553$257kunder 0.1%Held015 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC104,956$196kunder 0.1%Held027 Oct 2026 (the filing on sec.gov)
Millennium Management LLC95,430$178kunder 0.1%Trimmed-164,04215 May 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP20,800$39kunder 0.1%Held013 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
3 in Q2 2024 to 1 in Q1 2026

Tracked managers listing it, at least.

01234Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
LU by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20233$20m30
Q1 20244$78m31
Q2 20243$35m21
Q3 20244$63m30
Q4 20242$37m12
Q1 20253$49m21
Q2 20252$39m02
Q3 20252$64m11
Q4 20252$38m412
Q1 20261$15m29

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

LU and V →LU and AXP →LU and BAC →Choose a stock to compare with LU →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own LU, latest filings →Back to the 13F Explorer →