63 tracked 13F filers disclose a position in LU as of the latest SEC 13F filings, a combined $121.2M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Alpine Investment Management Ltd | $23.2M | 12.4M | ▲+53% Added · +4.3M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $18.1M | 9.7M | →First observed position No prior filed position | Q1 2026 | |
| 3 | BAILLIE GIFFORD & CO | $15.3M | 8.2M | ▲+3.1% Added · +244K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $10.9M | 5.8M | ▲+4.5% Added · +250K sh | Q1 2026 | |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9.1M | 4.9M | ▼−16% Reduced · −925K sh | Q1 2026 | |
| 6 | FMR LLC | $7.4M | 3.9M | ▼~0% Reduced · −147 sh | Q1 2026 | |
| 7 | NORGES BANK | $8.1M | 3.2M | ▲+78% Added · +1.4M sh | Q4 2025 | |
| 8 | VANGUARD FIDUCIARY TRUST CO | $4.9M | 2.6M | →First observed position No prior filed position | Q1 2026 | |
| 9 | STATE STREET CORP | $4.3M | 2.3M | ▼−41% Reduced · −1.6M sh | Q1 2026 | |
| 10 | Legal & General Group Plc | $2.9M | 1.5M | ▼−1.0% Reduced · −16K sh | Q1 2026 | |
| 11 | UBS Group AG | $2.4M | 1.3M | ▲+70% Added · +519K sh | Q1 2026 | |
| 12 | Allianz Asset Management GmbH | $2.1M | 1.1M | ▼−12% Reduced · −149K sh | Q1 2026 | |
| 13 | JANE STREET GROUP, LLC | $1.5M | 799K | ▼−20% Reduced · −205K sh | Q1 2026 | |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 548K | ▼−2.1% Reduced · −12K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $894K | 478K | ▼−27% Reduced · −174K sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $893K | 477K | ▼−10% Reduced · −56K sh | Q1 2026 | |
| 17 | TWO SIGMA INVESTMENTS, LP | $805K | 431K | ▲+193% Added · +284K sh | Q1 2026 | |
| 18 | VANGUARD ASSET MANAGEMENT, Ltd | $739K | 395K | →First observed position No prior filed position | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $666K | 356K | ▲+2.2% Added · +8K sh | Q1 2026 | |
| 20 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $600K | 322K | ▼−37% Reduced · −191K sh | Q1 2026 | |
| 21 | Bank of New York Mellon Corp | $595K | 318K | ▲+4.7% Added · +14K sh | Q1 2026 | |
| 22 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $461K | 247K | ▲+2.8% Added · +7K sh | Q1 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $404K | 216K | ▼−13% Reduced · −32K sh | Q1 2026 | |
| 24 | FRANKLIN RESOURCES INC | $389K | 208K | ▼−11% Reduced · −26K sh | Q1 2026 | |
| 25 | GEODE CAPITAL MANAGEMENT, LLC | $351K | 188K | ▲+2.0% Added · +4K sh | Q1 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, 3 funds opened a new position in LU and 5 added to an existing one, while 11 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 12 funds | $5.6B |
| AMAZON.COM INCAMZN | 12 funds | $4.9B |
| ALPHABET INC-CL AGOOGL | 12 funds | $3.2B |
| BROADCOM INCAVGO | 12 funds | $2.7B |
| TESLA INCTSLA | 12 funds | $2.6B |
| META PLATFORMS INC-CLASS AMETA | 12 funds | $2.2B |
| JPMORGAN CHASE & COJPM | 12 funds | $1.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 12 funds | $1.7B |
| ELI LILLY & COLLY | 12 funds | $1.6B |
| JOHNSON & JOHNSONJNJ | 12 funds | $1.3B |
| PALANTIR TECHNOLOGIES INC-APLTR | 12 funds | $1.0B |
| MICRON TECHNOLOGY INCMU | 12 funds | $1.0B |
Ranked by how many of LU's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
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.