LU

Lufax Holding Ltd-adr

-$63.6M

Net Activity

Institutions Holding

76

Popularity Rank

#5077

Avg Weight

0.42%

Total Value

$150.9M

Ownership Trend

76 institutions currently hold LU, with 22 net buyers and 51 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

51

Net Buying Institutions

22

Key Holders

Key Holders

Top 5 by Value

AI
Alpine Investment Management Ltd
$23.2M
YC
Yunqi Capital Ltd
$20.5M
VC
Vanguard Capital Management LLC
$18.1M
BG
Baillie Gifford & Co
$15.3M
AA
Acadian Asset Management LLC
$11.1M

Top 5 by Conviction

YC
Yunqi Capital Ltd
22.16%
AI
Alpine Investment Management Ltd
8.93%
BC
Barometer Capital Management INC.
0.34%
JC
JBF Capital, Inc.
0.09%
BG
Baillie Gifford & Co
0.02%
View all 76 holding institutions

Quarterly Activity

Recent Activity

+$60.1M

Total Buy Value

$87.2M

Total Sell Value

New buy6
Trim35
Add16
Sold out16

22

Net Buyers

51

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding LUFAX HOLDING LTD-ADR (LU)?
Major stakeholders currently include Alpine Investment Management Ltd ($23.2M), Yunqi Capital Ltd ($20.5M), Vanguard Capital Management LLC ($18.1M). Based on the latest 13F filings, there are a total of 76 tracked investment funds and institutions maintaining positions in LU.
What is the overall institutional sentiment toward LU recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $63.6M, driven by 22 managers accumulating shares while 51 reduced their exposure.
Which institutions have been selling or reducing their LU positions?
In the latest period, 35 funds trimmed their holdings, and 16 managers completely exited their positions. The aggregate reported sell value was $87.2M.
Are there any notable investors adding LU to their portfolios?
Yes, buying activity remains notable. 6 institutions opened new positions in {ticker}, and 16 existing holders added to their shares. The total reported buy value for the quarter amounted to $60.1M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

View detail
AMZN

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter

View detail