Lufax Holding Ltd - SPONSORED ADR (LU)

CUSIP: 54975P201

Q4 2023 13F Holders as of 31 Dec 2023

Share change
+85,609,433
Put/Call ratio
313%
SEC-reported price per share
$3.07
Number of holders
112
Value change
+$262,374,108
Number of buys
110

Security key

54975P201

Report period

Q4 2023

Institutions

112

Top holders

10

Ownership snapshot

Top reported holders of LU - Lufax Holding Ltd - SPONSORED ADR (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
BlackRock Finance, Inc.
Disclosed value leader
BlackRock Finance, Inc.
Comparable rows
0/15
Latest evidence
30 Sep 2023
13F Highest disclosed value: $35,171,217 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

BlackRock Finance, Inc. has the largest disclosed position value at $35.17M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens BlackRock Finance, Inc.'s linked filing trail.
Disclosed position value Top 5
BlackRock Finance, Inc. $35.17M
Krane Funds Advisors LLC $32.88M
VANGUARD GROUP INC $29.39M
BAILLIE GIFFORD & CO $26.37M
BAMCO INC /NY/ $19.52M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
BlackRock Finance, Inc.
13F
Company
13F
class O/S missing
$35,171,217
33,180,394 shares
30 Sep 2023
Krane Funds Advisors LLC
13F
Company
13F
class O/S missing
$32,882,000
31,020,399 shares
30 Sep 2023
VANGUARD GROUP INC
13F
Company
13F
class O/S missing
$29,388,672
27,725,163 shares
30 Sep 2023
BAILLIE GIFFORD & CO
13F
Company
13F
class O/S missing
$26,371,107
24,878,403 shares
30 Sep 2023
BAMCO INC /NY/
13F
Company
13F
class O/S missing
$19,521,698
18,416,696 shares
30 Sep 2023
Yunqi Capital Ltd
13F
Company
13F
class O/S missing
$16,280,614
15,359,070 shares
30 Sep 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
112
Shares
85,948,783
Rows available
112
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2023 vs Q4 2025 Across Filers

Q4 2025 holders
82
Q4 2023 holders
112
Holder diff
30
Investor Q4 2025 Shares Q4 2023 Shares Share Diff Share Chg % Q4 2025 value Q4 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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