Who owns LU
74 institutions reported holding LU for 2026Q1, fewer than the 81 a quarter earlier.
74
Institutions reporting a position · as of 2026Q1 · down from 81 the quarter before
- Shares held by institutions
- 79.5M
Shares held by institutions · long US equity positions only, as reported on Form 13F
- Reported value
- $149M
Reported value · at 2026-03-31 prices, not today's
- Opened vs closed
- 6 / 16
Opened vs closed · new positions against positions exited in the latest quarter
Details›
- Reporting quarter2026-03-31
- 2026Q1
- Quarters on record
- 22
- New positions
- 6
- Positions exited
- 16
- Added to
- 16
- Reduced
- 33
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| 2026Q1 | 74 | 79.5M | $149M |
| 2025Q4 | 81 | 82.8M | $213M |
| 2025Q3 | 88 | 87.1M | $353M |
| 2025Q2 | 96 | 99.6M | $278M |
| 2025Q1 | 101 | 96.3M | $286M |
| 2024Q4 | 102 | 85.9M | $205M |
| 2024Q3 | 114 | 86.1M | $300M |
| 2024Q2 | 112 | 89.5M | $217M |
| 2024Q1 | 128 | 95.8M | $406M |
| 2023Q4 | 120 | 87.3M | $268M |
| 2023Q3 | 144 | 383.5M | $406M |
| 2023Q2 | 152 | 397.8M | $570M |
| 2023Q1 | 170 | 434.1M | $887M |
| 2022Q4 | 164 | 416.6M | $808M |
| 2022Q3 | 153 | 360.5M | $916M |
| 2022Q2 | 160 | 366.9M | $2.20B |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| VANGUARD GROUP INC | 12.7M | n/a | $24M |
| Alpine Investment Management Ltd | 12.4M | n/a | $23M |
| Yunqi Capital Ltd | 11.0M | n/a | $20M |
| BAILLIE GIFFORD & CO | 8.2M | n/a | $15M |
| ACADIAN ASSET MANAGEMENT LLC | 5.9M | n/a | $11M |
| BlackRock Inc. | 5.8M | n/a | $11M |
| Charles Schwab Trust Co | 4.9M | n/a | $9.1M |
| FMR LLC | 3.9M | n/a | $7.4M |
| STATE STREET CORP | 2.3M | n/a | $4.3M |
| Legal & General Group Plc | 1.5M | n/a | $2.9M |
SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.
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