Security key
54975P201
- Security type / class
- Equity / SPONSORED ADR
- Total 13F shares
- 85,908,389
- Total 13F value
- $205,334,364
- Share change
- -1,271,110
- Put/Call ratio
- 178%
- SEC-reported price per share
- $2.39
- Number of holders
- 101
- Value change
- -$17,365,874
- Number of buys
- 43
- Number of sells
- 60
Open additional details 1 more signal available
Report period
Q4 2024
Institutions
101
Top holders
10
LU full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2025
Previous quarter: Q3 2024
Lufax Holding Ltd SEC filings
Lufax Holding Ltd company facts
Broader feeds
Reporting periods
Holder history for CUSIP 54975P201
Recent filing periods:
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
Tun Kung Co Ltd
Disclosed value leader
BAILLIE GIFFORD & CO
Comparable rows
1/15
Latest evidence
31 Dec 2024
13D/G
13F
Lead comparable stake: 7.8%
14 rows are not safely comparable across share classes.
13D/G row: Tun Kung Co Ltd
Showing 1-6 of 15 holder rows.
Quick read
Tun Kung Co Ltd leads the comparable SEC ownership view at 7.8%.
1 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 Tun Kung Co Ltd's linked filing trail.
Comparable ownership
Top 1
Tun Kung Co Ltd
7.8%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Tun Kung Co Ltd |
13D/G
Tun Kung Company Limited
|
7.8%
|
—
134,453,441 shares
|
$0 | 31 Dec 2024 |
| BAILLIE GIFFORD & CO |
13F
Company
|
—
class O/S missing
|
$51,013,696
14,617,105 shares
|
— | 30 Sep 2024 |
| Krane Funds Advisors LLC |
13F
Company
|
—
class O/S missing
|
$28,975,886
8,302,546 shares
|
— | 30 Sep 2024 |
| Yunqi Capital Ltd |
13F
Company
|
—
class O/S missing
|
$24,772,160
7,098,040 shares
|
— | 30 Sep 2024 |
| VANGUARD GROUP INC |
13F
Company
|
—
class O/S missing
|
$24,685,416
7,073,185 shares
|
— | 30 Sep 2024 |
| STATE STREET CORP |
13F
Company
|
—
class O/S missing
|
$17,312,525
4,960,609 shares
|
— | 30 Sep 2024 |
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 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
101
Shares
85,908,389
Rows available
101
| 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 2024 vs Q3 2024 Across Filers
Q3 2024 holders
109
Q4 2024 holders
101
Holder diff
-8
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 value | Q4 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend