Lufax Holding Ltd
Lufax Holding Ltd (LU) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · LU · as of Sep 30, 2024
Ownership Breakdown
129
Institutional Holders
▲ 3 vs Q2
$300.52M
Total Inst. Value
▲ $83.86M vs Q2
419.27M
Shares Outstanding
freeFloat 98.69%
86.11M
13F Shares Held
▼ 3.41M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
LU largest shareholders · institutional ownership
Q3 2024 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BAILLIE GIFFORD & CO finance services | 14.62M | 2.55% | 2.55% | $51.01B | Nov 5, 2024 | ▲ 605.1K |
KRANE FUNDS ADVISORS LLC finance services | 8.30M | 1.45% | 1.45% | $28.98B | Oct 21, 2024 | ▼ 472.1K |
YUNQI CAPITAL LTD finance services | 7.10M | 1.24% | 1.24% | $24.77B | Nov 12, 2024 | — held |
VANGUARD GROUP INC finance services | 7.07M | 1.23% | 1.23% | $24.69B | Nov 13, 2024 | ▲ 207.0K |
STATE STREET CORP finance services | 4.96M | 86.55% | 86.55% | $17.31B | Nov 14, 2024 | ▲ 155.0K |
BLACKROCK, INC. finance services | 4.70M | 81.99% | 81.99% | $16.40B | Nov 13, 2024 | NEW |
FIL LTD finance services | 4.41M | 76.92% | 76.92% | $15.39B | Nov 13, 2024 | — held |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC finance services | 3.10M | 54.14% | 54.14% | $10.83B | Nov 12, 2024 | ▲ 936.0K |
BIT CAPITAL GMBH finance services | 2.92M | 50.97% | 50.97% | $10.20B | Feb 12, 2025 | ▼ 664.3K |
ACADIAN ASSET MANAGEMENT LLC finance services | 2.48M | 43.28% | 43.28% | $8.65B | Nov 12, 2024 | ▲ 496.5K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2024 vs prior quarter
Q3 2024
23
Increased
+7.04M shares5
New Positions
first time holders16
Decreased
−10.86M shares0
Sold Out
fully exitedNet shares change (top 50)
3.82M
+7.04M / −10.86M
Net new holders
+12
5 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
LU insider trading · insider activity
Source: SEC Form 4
0
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
RUSSO PATRICIA F Chairman and CEO | Nov 30, 2006 | D-Return | 2,250,000 | $3.96 | $8.90M | 0 | Form 4 ↗ |
RUSSO PATRICIA F Chairman and CEO | Nov 30, 2006 | D-Return | 1,142,378 | $46.15 | $52.72M | 0 | Form 4 ↗ |
RUSSO PATRICIA F Chairman and CEO | Nov 30, 2006 | D-Return | 616,884 | $51.24 | $31.61M | 0 | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Lufax Holding Ltd (LU) is primarily owned by institutional investors, who hold approximately 20.5% of total shares outstanding. Company insiders own approximately 1.31%, while retail and public investors account for the remaining 78.16%.
The largest institutional shareholder of Lufax Holding Ltd is BAILLIE GIFFORD & CO, holding approximately 14.62 million shares — equal to 2.55% of outstanding shares — as of September 30, 2024.
A total of 129 institutional investors currently hold LU stock, with a combined institutional value of approximately $300,523,966 as of the most recent 13F filing period.
Frequently asked questions
LU ownershipLufax Holding Ltd (LU) is primarily owned by institutional investors, who hold approximately 20.5% of shares. The largest shareholder is BAILLIE GIFFORD & CO with a 2.55% stake. Company insiders hold 1.31%. Data sourced from SEC Form 13F as of September 30, 2024.