% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for LU in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Alpine Investment Management Ltd | 12,404,00012.4M | $23M | — | ADD 53% |
| 2 | Yunqi Capital Ltd | 10,950,13811.0M | $20M | — | — |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 9,701,7079.7M | $18M | — | NEW |
| 4 | BAILLIE GIFFORD & CO | 8,186,4568.2M | $15M | — | ADD 3% |
| 5 | ACADIAN ASSET MANAGEMENT LLC | 5,945,9695.9M | $11M | — | TRIM -12% |
| 6 | BlackRock, Inc. | 5,830,4915.8M | $11M | — | ADD 4% |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4,877,3744.9M | $9M | — | TRIM -16% |
| 8 | FMR LLC | 3,947,3143.9M | $7M | — | — |
| 9 | VANGUARD FIDUCIARY TRUST CO | 2,616,2882.6M | $5M | — | NEW |
| 10 | STATE STREET CORP | 2,299,4202.3M | $4M | — | TRIM -41% |
| 11 | Legal & General Group Plc | 1,544,8281.5M | $3M | — | — |
| 12 | UBS Group AG | 1,257,4791.3M | $2M | — | ADD 70% |
| 13 | Allianz Asset Management GmbH | 1,103,9721.1M | $2M | — | TRIM -12% |
| 14 | JANE STREET GROUP, LLC | 798,785798,785 | $1M | — | TRIM -20% |
| 15 | Invesco Ltd. | 627,982627,982 | $1M | — | TRIM -11% |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 548,170548,170 | $1M | — | TRIM -2% |
| 17 | BAROMETER CAPITAL MANAGEMENT INC. | 534,700534,700 | $999,889 | — | ADD 7539% |
| 18 | MORGAN STANLEY | 477,914477,914 | $893,699 | — | TRIM -27% |
| 19 | NORTHERN TRUST CORP | 477,279477,279 | $892,512 | — | TRIM -10% |
| 20 | TWO SIGMA INVESTMENTS, LP | 430,676430,676 | $805,364 | — | ADD 193% |
| 21 | VANGUARD ASSET MANAGEMENT, Ltd | 395,378395,378 | $739,357 | — | NEW |
| 22 | GOLDMAN SACHS GROUP INC | 356,277356,277 | $666,238 | — | ADD 2% |
| 23 | JBF Capital, Inc. | 339,884339,884 | $635,583 | — | — |
| 24 | California Public Employees Retirement System | 329,089329,089 | $615,396 | — | ADD 2% |
| 25 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 321,940321,940 | $600,480 | — | TRIM -37% |
| 26 | Bank of New York Mellon Corp | 318,365318,365 | $595,343 | — | ADD 5% |
| 27 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 246,500246,500 | $460,955 | — | ADD 3% |
| 28 | BANK OF AMERICA CORP /DE/ | 215,996215,996 | $403,913 | — | TRIM -13% |
| 29 | FRANKLIN RESOURCES INC | 208,088208,088 | $389,125 | — | TRIM -11% |
| 30 | HRT FINANCIAL LP | 190,946190,946 | $357,000 | — | ADD 74% |
| 31 | GEODE CAPITAL MANAGEMENT, LLC | 187,853187,853 | $351,284 | — | ADD 2% |
| 32 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 174,705174,705 | $326,698 | — | ADD 124% |
| 33 | Nuveen, LLC | 167,100167,100 | $312,477 | — | — |
| 34 | AMERICAN CENTURY COMPANIES INC | 145,902145,902 | $272,837 | — | TRIM -3% |
| 35 | GSA CAPITAL PARTNERS LLP | 141,717141,717 | $265,000 | — | NEW |
| 36 | ALLIANCEBERNSTEIN L.P. | 100,553100,553 | $257,416 | — | — |
| 37 | Aberdeen Group plc | 107,225107,225 | $200,511 | — | TRIM -41% |
| 38 | NEUBERGER BERMAN GROUP LLC | 104,956104,956 | $196,268 | — | — |
| 39 | SIMPLEX TRADING, LLC | 101,933101,933 | $190,614 | — | TRIM -33% |
| 40 | MILLENNIUM MANAGEMENT LLC | 95,43095,430 | $178,454 | — | TRIM -63% |
| 41 | HSBC HOLDINGS PLC | 83,96883,968 | $157,020 | — | TRIM -47% |
| 42 | XTX Topco Ltd | 82,81682,816 | $154,866 | — | TRIM -14% |
| 43 | Mitsubishi UFJ Asset Management Co., Ltd. | 78,29978,299 | $146,419 | — | — |
| 44 | GROUP ONE TRADING LLC | 65,84765,847 | $123,134 | — | TRIM -42% |
| 45 | Police & Firemen's Retirement System of New Jersey | 62,99262,992 | $117,795 | — | TRIM -52% |
| 46 | CITIGROUP INC | 50,57650,576 | $94,577 | — | TRIM -12% |
| 47 | SEI INVESTMENTS CO | 30,05230,052 | $56,197 | — | TRIM -56% |
| 48 | AXQ CAPITAL, LP | 29,70429,704 | $55,546 | — | NEW |
| 49 | SIH Partners, LLLP | 27,40027,400 | $51,238 | — | — |
| 50 | Virtu Financial LLC | 25,01925,019 | $47,000 | — | TRIM -33% |
| 51 | Asset Management One Co., Ltd. | 22,85322,853 | $42,735 | — | TRIM -28% |
| 52 | JPMORGAN CHASE & CO | 22,06622,066 | $39,277 | — | TRIM -58% |
| 53 | Hudson Bay Capital Management LP | 20,80020,800 | $38,896 | — | — |
| 54 | Pictet Asset Management Holding SA | 17,28217,282 | $32,317 | — | — |
| 55 | Vanguard Investments Australia, Ltd. | 16,73916,739 | $31,302 | — | NEW |
| 56 | SG Americas Securities, LLC | 15,88015,880 | $30,000 | — | TRIM -92% |
| 57 | Fulton Bank, N.A. | 14,56814,568 | $27,242 | — | NEW |
| 58 | EWA, LLC | 13,19313,193 | $24,670 | — | TRIM -2% |
| 59 | Ariadne Wealth Management, LP | 12,29212,292 | $22,986 | — | TRIM -41% |
| 60 | Ethic Inc. | 11,33011,330 | $21,187 | — | TRIM -14% |
| 61 | StoneX Group Inc. | 11,02811,028 | $20,622 | — | NEW |
| 62 | BNP PARIBAS FINANCIAL MARKETS | 10,87810,878 | $20,342 | — | TRIM -59% |
| 63 | CWM, LLC | 3,9273,927 | $7,343 | — | ADD 324% |
| 64 | Mirae Asset Global Investments Co., Ltd. | 2,1662,166 | $4,050 | — | TRIM -89% |
| 65 | ROYAL BANK OF CANADA | 2,0212,021 | $4,000 | — | NEW |
| 66 | SBI Securities Co., Ltd. | 1,9751,975 | $3,693 | — | — |
| 67 | OSAIC HOLDINGS, INC. | 472472 | $881 | — | — |
| 68 | BARCLAYS PLC | 450450 | $842 | — | — |
| 69 | EverSource Wealth Advisors, LLC | 411411 | $768 | — | TRIM -47% |
| 70 | Caitong International Asset Management Co., Ltd | 239239 | $447 | — | NEW |
| 71 | IMA Advisory Services, Inc. | 3636 | $67 | — | — |
| 72 | SWAN Capital LLC | 2828 | $52 | — | — |
| 73 | WELLS FARGO & COMPANY/MN | 2525 | $47 | — | — |
| 74 | DANSKE BANK A/S | 11 | $2 | — | — |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Alpine Investment Management Ltd | — | — | — | 4.2M | 8.1M | 12.4M | $23M |
| Yunqi Capital Ltd | 7.1M | 7.1M | 10.1M | 11.0M | 11.0M | 11.0M | $20M |
| VANGUARD CAPITAL MANAGEMENT LLC | — | — | — | — | — | 9.7M | $18M |
| BAILLIE GIFFORD & CO | 14.7M | 10.3M | 9.3M | 8.4M | 7.9M | 8.2M | $15M |
| ACADIAN ASSET MANAGEMENT LLC | 2.0M | 5.2M | 4.8M | 7.4M | 6.7M | 5.9M | $11M |
| BlackRock, Inc. | 4.9M | 5.1M | 5.3M | 5.6M | 5.6M | 5.8M | $11M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.2M | 5.0M | 5.4M | 5.6M | 5.8M | 4.9M | $9M |
| FMR LLC | 161 | 161 | 161 | 2.2M | 3.9M | 3.9M | $7M |
| VANGUARD FIDUCIARY TRUST CO | — | — | — | — | — | 2.6M | $5M |
| STATE STREET CORP | 4.8M | 5.4M | 5.0M | 4.7M | 3.9M | 2.3M | $4M |
| Legal & General Group Plc | 625K | 626K | 757K | 756K | 1.6M | 1.5M | $3M |
| UBS Group AG | 787K | 1.4M | 861K | 1.6M | 738K | 1.3M | $2M |
| Allianz Asset Management GmbH | 1.5M | 1.8M | 1.6M | 1.3M | 1.3M | 1.1M | $2M |
| JANE STREET GROUP, LLC | 1.7M | 917K | 1.2M | 1.5M | 1.0M | 799K | $1M |
| Invesco Ltd. | 603K | 642K | 688K | 716K | 708K | 628K | $1M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | +9,701,707 | $18M | OPEN |
| Alpine Investment Management Ltd | +4,297,500 | $8M | ADD |
| VANGUARD FIDUCIARY TRUST CO | +2,616,288 | $5M | OPEN |
| BAROMETER CAPITAL MANAGEMENT INC. | +527,700 | $986,799 | ADD |
| UBS Group AG | +519,446 | $971,364 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD GROUP INC | −12,534,494 | $23M | CLOSE |
| NORGES BANK | −3,151,227 | $6M | CLOSE |
| STATE STREET CORP | −1,615,135 | $3M | TRIM |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | −924,631 | $2M | TRIM |
| ACADIAN ASSET MANAGEMENT LLC | −777,482 | $1M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 74 | 79,548,112 | — | $149M |
| 2025-Q4 | 82 | 82,907,630 | — | $213M |
| 2025-Q3 | 89 | 87,200,743 | — | $354M |
| 2025-Q2 | 98 | 99,589,214 | — | $278M |
| 2025-Q1 | 103 | 96,315,373 | — | $286M |
| 2024-Q4 | 103 | 85,908,976 | — | $205M |
| 2024-Q3 | 116 | 86,171,233 | — | $301M |
| 2024-Q2 | 113 | 89,564,989 | — | $217M |
| 2024-Q1 | 128 | 108,402,109 | — | $459M |
| 2023-Q4 | 120 | 89,470,967 | — | $274M |
| 2023-Q3 | 145 | 383,453,286 | — | $406M |
| 2023-Q2 | 154 | 397,766,159 | — | $570M |
| 2023-Q1 | 171 | 434,159,423 | — | $887M |
| 2022-Q4 | 165 | 416,579,772 | — | $808M |
| 2022-Q3 | 154 | 361,755,003 | — | $919M |
| 2022-Q2 | 162 | 368,107,317 | — | $2.2B |
| 2022-Q1 | 139 | 347,050,579 | — | $1.9B |
| 2021-Q4 | 131 | 295,581,048 | — | $1.7B |
| 2021-Q3 | 127 | 264,888,244 | — | $1.8B |
| 2021-Q2 | 143 | 231,380,471 | — | $2.6B |
| 2021-Q1 | 118 | 170,765,988 | — | $2.5B |
| 2020-Q4 | 101 | 157,138,213 | — | $2.2B |
| 2020-Q3 | 1 | 250 | — | $3,000 |
| 2020-Q2 | 1 | 250 | — | $3,000 |
| 2020-Q1 | 1 | 250 | — | $3,000 |
| 2019-Q4 | 1 | 250 | — | $3,000 |
| 2019-Q3 | 1 | 250 | — | $3,000 |
| 2019-Q2 | 1 | 250 | — | $3,000 |
| 2019-Q1 | 1 | 250 | — | $3,000 |
