Among active 13F managers last quarter, 7 opened and 9 added, while 11 reduced; the largest holder to move was Alpine Investment Management Ltd (+12%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
73 tracked 13F filers disclose a position in LU as of the latest SEC 13F filings, a combined $108.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Alpine Investment Management Ltd | 13.9M | $18.4M | ▲+12% Added · +1.5M sh | Q2 2026 | |
| 2 | Yunqi Capital Ltd | 11.0M | $14.5M | —Held | Q2 2026 | |
| 3 | Baillie Gifford & Co | 8.2M | $15.3M | ▲+3.1% Added · +244K sh | Q1 2026 | |
| 4 | Vanguard Capital Management LLC | 7.6M | $10.0M | ▼−22% Reduced · −2.1M sh | Q2 2026 | |
| 5 | BlackRock, Inc. | 5.8M | $7.6M | ▼−0.8% Reduced · −49K sh | Q2 2026 | |
| 6 | Charles Schwab Investment Management Inc | 4.9M | $9.1M | ▼−16% Reduced · −925K sh | Q1 2026 | |
| 7 | Norges Bank | 3.2M | $8.1M | ▲+78% Added · +1.4M sh | Q4 2025 | |
| 8 | Vanguard Fiduciary Trust Co | 2.0M | $2.7M | ▼−22% Reduced · −567K sh | Q2 2026 | |
| 9 | Legal & General Group Plc | 1.5M | $2.9M | ▼−1.0% Reduced · −16K sh | Q1 2026 | |
| 10 | State Street Corp | 1.5M | $1.9M | ▼−36% Reduced · −836K sh | Q2 2026 | |
| 11 | UBS Group AG | 1.3M | $2.4M | ▲+70% Added · +519K sh | Q1 2026 | |
| 12 | Allianz Asset Management GmbH | 1.1M | $2.1M | ▼−12% Reduced · −149K sh | Q1 2026 | |
| 13 | Jane Street Group, LLC | 799K | $1.5M | ▼−20% Reduced · −205K sh | Q1 2026 | |
| 14 | Barometer Capital Management Inc. | 573K | $756K | ▲+7.1% Added · +38K sh | Q2 2026 | |
| 15 | Susquehanna International Group, LLP | 548K | $1.0M | ▼−2.1% Reduced · −12K sh | Q1 2026 | |
| 16 | Morgan Stanley | 478K | $894K | ▼−27% Reduced · −174K sh | Q1 2026 | |
| 17 | Northern Trust Corp | 477K | $893K | ▼−10% Reduced · −56K sh | Q1 2026 | |
| 18 | Two Sigma Investments, LP | 431K | $805K | ▲+193% Added · +284K sh | Q1 2026 | |
| 19 | Numerai GP LLC | 403K | $532K | ▲New +403K sh | Q2 2026 | |
| 20 | Goldman Sachs Group Inc | 356K | $666K | ▲+2.2% Added · +8K sh | Q1 2026 | |
| 21 | JBF Capital, Inc. | 340K | $449K | —Held | Q2 2026 | |
| 22 | Mirae Asset Global Etfs Holdings Ltd. | 322K | $600K | ▼−37% Reduced · −191K sh | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | 318K | $595K | ▲+4.7% Added · +14K sh | Q1 2026 | |
| 24 | Vanguard Asset Management, Ltd | 281K | $371K | ▼−29% Reduced · −115K sh | Q2 2026 | |
| 25 | Citadel Advisors LLC | 269K | $355K | ▲Added Added · +269K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 7 funds opened a new position in LU and 9 added to an existing one, while 11 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 32 funds | $155.6B |
| Microsoft CorpMSFT | 31 funds | $106.3B |
| Amazon.com IncAMZN | 31 funds | $87.1B |
| Alphabet Inc-CL AGOOGL | 31 funds | $62.7B |
| Eli Lilly & CoLLY | 31 funds | $30.3B |
| Intel CorpINTC | 31 funds | $7.0B |
| Apple IncAAPL | 30 funds | $111.4B |
| JPMorgan Chase & CoJPM | 30 funds | $26.5B |
| Chevron CorpCVX | 30 funds | $11.6B |
| Meta Platforms Inc-Class AMETA | 29 funds | $45.0B |
| Costco Wholesale CorpCOST | 29 funds | $16.6B |
| Berkshire Hathaway Inc-CL BBRK/B | 29 funds | $16.0B |
Ranked by how many of LU's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LU.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 22, 2006 | Christy Langenfeld Cynthia K | President, Network Solutions | Sell (S) | 271K | $707K |
| Nov 21, 2006 | Carapezzi William R JR | SVP, Gen. Counsel & Corp Sec. | Sell (S) | 105K | $273K |
| Nov 21, 2006 | Damelio Frank A | Chief Operating Officer | Sell (S) | 209K | $547K |
| Nov 21, 2006 | Kritzmacher John A | Chief Financial Officer | Sell (S) | 66K | $170K |
| Jan 27, 2006 | Mejia Jose | President, SCN | Sell (S) | 1K | $3K |
| Jan 26, 2006 | Mejia Jose | President, SCN | Sell (S) | 75K | $198K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 16 | 32 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for LU
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LU/capital-change-brief"
Use Arkolith's capital_change_brief for LU. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.