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, 2025
Ownership Breakdown
98
Institutional Holders
▼ 5 vs Q2
$353.33M
Total Inst. Value
▲ $75.53M vs Q2
419.27M
Shares Outstanding
freeFloat 98.69%
87.04M
13F Shares Held
▼ 12.54M 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 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC finance services | 12.40M | 4.33% | 4.33% | $50.34B | Nov 7, 2025 | ▲ 335.5K |
YUNQI CAPITAL LTD finance services | 10.95M | 3.82% | 3.82% | $44.46B | Nov 21, 2025 | ▲ 852.1K |
BAILLIE GIFFORD & CO finance services | 8.41M | 2.93% | 2.93% | $34.13B | Oct 31, 2025 | ▼ 879.9K |
ACADIAN ASSET MANAGEMENT LLC finance services | 7.35M | 2.57% | 2.57% | $29.84B | Nov 13, 2025 | ▲ 2.51M |
BLACKROCK, INC. finance services | 5.61M | 1.96% | 1.96% | $22.76B | Nov 12, 2025 | ▲ 304.2K |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC finance services | 5.56M | 1.94% | 1.94% | $22.58B | Nov 10, 2025 | ▲ 168.6K |
TIGER PACIFIC CAPITAL LP finance services | 5.47M | 1.91% | 1.91% | $22.22B | Nov 14, 2025 | ▼ 1.00M |
STATE STREET CORP finance services | 4.66M | 1.63% | 1.63% | $18.91B | Nov 14, 2025 | ▼ 384.3K |
ALPINE INVESTMENT MANAGEMENT LTD finance services | 4.22M | 1.47% | 1.47% | $17.15B | Nov 13, 2025 | NEW |
FMR LLC finance services | 2.22M | 77.35% | 77.35% | $9.00B | Nov 13, 2025 | ▲ 2.22M |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
29
Increased
+10.83M shares5
New Positions
first time holders15
Decreased
−12.38M shares0
Sold Out
fully exitedNet shares change (top 50)
1.55M
+10.83M / −12.38M
Net new holders
+19
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 20.8% of total shares outstanding. Company insiders own approximately 1.31%, while retail and public investors account for the remaining 77.93%.
The largest institutional shareholder of Lufax Holding Ltd is VANGUARD GROUP INC, holding approximately 12.40 million shares — equal to 4.33% of outstanding shares — as of September 30, 2025.
A total of 98 institutional investors currently hold LU stock, with a combined institutional value of approximately $353,333,330 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 20.8% of shares. The largest shareholder is VANGUARD GROUP INC with a 4.33% stake. Company insiders hold 1.31%. Data sourced from SEC Form 13F as of September 30, 2025.