Lufax Holding Ltd: which funds bought and sold

Institutions that bought and sold Lufax Holding shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 29 institutions that filed 13F reports for both quarters added to or opened positions in Lufax Holding, and 45 cut or closed them. Together they sold a net 12.7M shares, −15.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 13.0M shares (−67.8%); index fund managers were net sellers of 4.2M shares (−16.3%). 16 opened a new position and 16 sold out entirely.

Bought, Q2 2026 29 institutions, 16 of them new holders Sold, Q2 2026 45 institutions, 16 of them sold out

Net change, all compared −12.7M shares (−15.9%)

Net change, active managers −13.0M shares (−67.8%), 6 bought, 6 sold

Buyers versus sellers

institutions compared, 90

29 bought 16 45 sold

Active managers and hedge funds 6 bought · 6 sold · −13.0M

Index fund managers 1 bought · 7 sold · −4.2M

Other institutions 22 bought · 32 sold · +4.6M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
UBS Group AG	+2.9M +233.5%	4.2M	$5.5M
Alpine Investment Management Ltd	+1.5M +12.4%	13.9M	$18.4M
Jpmorgan Chase & Co	+575K +2607.3%	597K	$800,505
Jane Street Group, LLC	+514K +64.3%	1.3M	$1.7M
Numerai Gp LLC	+403K New position	403K	$531,998
Citadel Advisors LLC Hedge fund	+269K New position	269K	$354,729
Millennium Management LLC Hedge fund	+204K +214.1%	300K	$395,665
Ramsey Quantitative Systems	+151K New position	151K	$199,292
Tudor Investment Corp Et Al Hedge fund	+105K New position	105K	$138,452
Gsa Capital Partners LLP	+92K +64.9%	234K	$308,000
Engineers Gate Manager LP Hedge fund	+45K New position	45K	$59,932
Barometer Capital Management Inc.	+38K +7.1%	573K	$756,096
Walleye Trading LLC	+31K New position	31K	$41,526
Smartharvest Portfolios, LLC	+29K New position	29K	$37,711
Y-Intercept (Hong Kong) Ltd	+27K New position	27K	$36,053
Caitong International Asset Management Co., Ltd	+19K +7933.1%	19K	$25,343
Tower Research Capital LLC (TRC)	+16K New position	16K	$21,230
Citigroup Inc	+13K +24.9%	63K	$83,357
Asset Management One Co., Ltd.	+12K +52.5%	35K	$46,014
Vanguard Personalized Indexing Management, LLC Index funds	+11K New position	11K	$15,155

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	+269K New position	269K	$354,729
Millennium Management LLC Hedge fund	+204K +214.1%	300K	$395,665
Tudor Investment Corp Et Al Hedge fund	+105K New position	105K	$138,452
Engineers Gate Manager LP Hedge fund	+45K New position	45K	$59,932
Squarepoint Ops LLC Hedge fund	+10K New position	10K	$13,713
American Century Companies Inc Active manager	+234 +0.2%	146K	$192,900

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Baillie Gifford & Co Active manager	−8.2M Sold out	0	—
FMR LLC Active manager	−3.9M Sold out	0	—
Vanguard Capital Management LLC Index funds	−2.1M −21.9%	7.6M	$10M
Acadian Asset Management LLC Active manager	−1.3M −21.1%	4.7M	$6.2M
State Street Corp Index funds	−836K −36.4%	1.5M	$1.9M
Vanguard Fiduciary Trust Co Index funds	−567K −21.7%	2.0M	$2.7M
Charles Schwab Investment Management Inc Index funds	−463K −9.5%	4.4M	$5.8M
Legal & General Group PLC	−358K −23.1%	1.2M	$1.6M
Susquehanna International Group, LLP	−237K −43.2%	311K	$410,817
Geode Capital Management, LLC Index funds	−154K −81.7%	34K	$45,297
Two Sigma Investments, LP Hedge fund	−145K −33.7%	285K	$376,744
Invesco Ltd.	−137K −21.8%	491K	$647,917
Public Employees Retirement System Of Ohio	−127K −51.6%	119K	$157,344
Vanguard Asset Management, Ltd	−115K −29.0%	281K	$370,727
HRT Financial LP	−107K −55.9%	84K	$111,000
Neuberger Berman Group LLC Active manager	−105K Sold out	0	—
Xtx Topco Ltd	−83K Sold out	0	—
Goldman Sachs Group Inc	−81K −22.7%	275K	$363,545
California Public Employees Retirement System	−80K −24.5%	249K	$328,172
Mitsubishi Ufj Asset Management Co., Ltd.	−78K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Baillie Gifford & Co Active manager	−8.2M Sold out	0	—
FMR LLC Active manager	−3.9M Sold out	0	—
Acadian Asset Management LLC Active manager	−1.3M −21.1%	4.7M	$6.2M
Two Sigma Investments, LP Hedge fund	−145K −33.7%	285K	$376,744
Neuberger Berman Group LLC Active manager	−105K Sold out	0	—
Franklin Resources Inc Active manager	−9,806 −4.7%	198K	$261,732

New positions

largest by value

Institution	Shares	Value June 30, 2026
Numerai Gp LLC	403K	$531,998
Citadel Advisors LLCHedge fund	269K	$354,729
Ramsey Quantitative Systems	151K	$199,292
Tudor Investment Corp Et AlHedge fund	105K	$138,452
Engineers Gate Manager LPHedge fund	45K	$59,932
Walleye Trading LLC	31K	$41,526
Smartharvest Portfolios, LLC	29K	$37,711
Y-Intercept (Hong Kong) Ltd	27K	$36,053
Tower Research Capital LLC (TRC)	16K	$21,230
Vanguard Personalized Indexing Management, LLCIndex funds	11K	$15,155

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Baillie Gifford & CoActive manager	8.2M	$15.3M
FMR LLCActive manager	3.9M	$7.4M
Neuberger Berman Group LLCActive manager	105K	$196,268
Xtx Topco Ltd	83K	$154,866
Mitsubishi Ufj Asset Management Co., Ltd.	78K	$146,419
Group One Trading LLC	66K	$123,134
Sei Investments Co	30K	$56,197
Axq Capital, LP	30K	$55,546
Virtu Financial LLC	25K	$47,000
SG Americas Securities, LLC	16K	$30,000

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 75
Ten largest holders: 83.1%
Index fund managers: 31.1%
Active managers and hedge funds: 8.8%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	6	6	4	3	−13.0M	−67.8%
Index fund managers	1	7	1	0	−4.2M	−16.3%
Other institutions	22	32	11	13	+4.6M	+13.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Lufax Holding.

Only managers that filed a holdings report for both quarters are compared (90 here). 2 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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