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 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 23 Jan 2026
Managers listing it
15
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 2 listed it in both
Shares listed
22,821,143
combined, among listed positions
Reported value
$58m
combined, at the quarter end

Among the 92 comparable managers: 4 buyers (opened or added shares) and 12 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -3,964,739.

Managers listing LU in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

15 of 15 holders

ActionFiling
Baillie Gifford & Co7,942,847$20munder 0.1%Trimmed-464,44923 Jan 2026 (the filing on sec.gov)
Acadian Asset Management LLC6,723,451$17munder 0.1%Trimmed-629,46010 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)3,947,461$10munder 0.1%Added+1,730,71817 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC1,003,517$2.6munder 0.1%Trimmed-516,94412 Feb 2026 (the filing on sec.gov)
Invesco Ltd707,634$1.8munder 0.1%Trimmed-8,04019 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP586,262$1.5munder 0.1%Trimmed-403,40017 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP559,805$1.4munder 0.1%Trimmed-529,05217 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC540,146$1.4munder 0.1%Trimmed-311,64217 Feb 2026 (the filing on sec.gov)
Millennium Management LLC259,472$664kunder 0.1%Added+218,27517 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP174,664$447kunder 0.1%Trimmed-282,00017 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP146,900$376kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC104,956$269kunder 0.1%Held027 Oct 2026 (the filing on sec.gov)
AllianceBernstein LP100,553$257kunder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP20,800$53kunder 0.1%Held013 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC2,675$7kunder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, 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 (2)

Exited (4)

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 →