Who owns Baidu (BIDU)
Which tracked institutional funds hold BIDU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BIDU company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
125 tracked funds added or opened BIDU while 114 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BIDU’s largest tracked holder by dollar value, PRIMECAP MANAGEMENT CO/CA/, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BIDU divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 464 tracked filers holding BIDU, 226 increased or opened the position and 254 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BIDU between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 39
- ARGA Investment Management, LP$129M
- CoreView Capital Management Ltd$63M
- SEVEN GRAND MANAGERS, LLC$57M
- Ghisallo Capital Management LLC$46M
- Think Investments LP$39M
- Nykredit A/S$28M
Full exits 58
- Black Creek Investment Management Inc.$104M
- TT International Asset Management LTD$70M
- Qube Research & Technologies Ltd$44M
- SG Americas Securities, LLC$43M
- Rheos Capital Works Inc.$39M
- Penserra Capital Management LLC$37M
Largest adds
- BANK OF AMERICA CORP /DE/$125M
- FEDERATED HERMES, INC.$123M
- Holocene Advisors, LP$118M
- UBS Group AG$111M
- Alyeska Investment Group, L.P.$105M
- FARALLON CAPITAL MANAGEMENT, L.L.C.$88M
Largest trims
- BlackRock, Inc.$187M
- ARK Investment Management LLC$90M
- GOLDMAN SACHS GROUP INC$50M
- Sumitomo Mitsui Trust Group, Inc.$39M
- Amova Asset Management Americas, Inc.$39M
- JPMORGAN CHASE & CO$37M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 11,010,100 | $1.3B | 20.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 6,502,445 | $743M | 11.8% | 2026-Q2 |
| UBS Group AG added | 3,042,042 | $348M | 5.5% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. added | 1,483,369 | $170M | 2.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,443,340 | $165M | 2.6% | 2026-Q2 |
| Appaloosa LP added | 1,295,000 | $148M | 2.4% | 2026-Q2 |
| Capital World Investors added | 1,246,469 | $142M | 2.3% | 2026-Q2 |
| Alyeska Investment Group, L.P. added | 1,209,089 | $138M | 2.2% | 2026-Q2 |
| FARALLON CAPITAL MANAGEMENT, L.L.C. added | 1,203,785 | $138M | 2.2% | 2026-Q2 |
| Holocene Advisors, LP added | 1,190,286 | $136M | 2.2% | 2026-Q2 |
| ARGA Investment Management, LP added | 1,132,028 | $129M | 2.1% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 1,089,012 | $124M | 2.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,087,971 | $124M | 2.0% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 955,371 | $109M | 1.7% | 2026-Q2 |
| North of South Capital LLP added | 918,941 | $105M | 1.7% | 2026-Q2 |
| EARNEST PARTNERS LLC added | 906,681 | $104M | 1.6% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 873,354 | $100M | 1.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 768,462 | $88M | 1.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 684,269 | $78M | 1.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 610,291 | $70M | 1.1% | 2026-Q2 |
| BlackRock, Inc. trimmed | 603,824 | $69M | 1.1% | 2026-Q2 |
| DNB Asset Management AS added | 594,363 | $68M | 1.1% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC added | 585,072 | $66M | 1.0% | 2026-Q2 |
| Defiance ETFs, LLC added | 566,162 | $67M | 1.1% | 2026-Q2 |
| FMR LLC added | 557,260 | $64M | 1.0% | 2026-Q2 |
| CoreView Capital Management Ltd trimmed | 555,250 | $63M | 1.0% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 519,052 | $60M | 1.0% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 506,995 | $58M | 0.9% | 2026-Q2 |
| SEVEN GRAND MANAGERS, LLC new | 500,000 | $57M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 416,850 | $48M | 0.8% | 2026-Q2 |
| Ghisallo Capital Management LLC new | 400,000 | $46M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 395,288 | $45M | 0.7% | 2026-Q2 |
| LOOMIS SAYLES & CO L P added | 391,295 | $45M | 0.7% | 2026-Q2 |
| SEI INVESTMENTS CO added | 351,916 | $40M | 0.6% | 2026-Q2 |
| IMC-Chicago, LLC added | 346,338 | $40M | 0.6% | 2026-Q2 |
| Contrarius Group Holdings Ltd added | 343,344 | $39M | 0.6% | 2026-Q2 |
| Think Investments LP new | 337,053 | $39M | 0.6% | 2026-Q2 |
| BARCLAYS PLC added | 308,086 | $35M | 0.6% | 2026-Q2 |
| ARK Investment Management LLC trimmed | 301,934 | $35M | 0.5% | 2026-Q2 |
| MARSHALL WACE, LLP added | 293,006 | $33M | 0.5% | 2026-Q2 |
| Legal & General Group Plc trimmed | 263,733 | $30M | 0.5% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 262,932 | $30M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 260,472 | $30M | 0.5% | 2026-Q2 |
| CITIGROUP INC trimmed | 250,162 | $29M | 0.5% | 2026-Q2 |
| Nykredit A/S new | 245,766 | $28M | 0.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 240,760 | $28M | 0.4% | 2026-Q2 |
| Capital Wealth Planning, LLC added | 218,020 | $25M | 0.4% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 211,121 | $24M | 0.4% | 2026-Q2 |
| Amova Asset Management Americas, Inc. trimmed | 208,110 | $24M | 0.4% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 208,110 | $24M | 0.4% | 2026-Q2 |
| Mariner, LLC trimmed | 196,817 | $22M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 195,889 | $22M | 0.3% | 2026-Q2 |
| M&G PLC added | 173,656 | $20M | 0.3% | 2026-Q2 |
| FIL Ltd trimmed | 163,713 | $19M | 0.3% | 2026-Q2 |
| Long Focus Capital Management, LLC | 159,800 | $18M | 0.3% | 2026-Q2 |
| AI-Squared Management Ltd added | 156,308 | $18M | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 144,652 | $17M | 0.3% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 142,397 | $16M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 140,698 | $16M | 0.3% | 2026-Q2 |
| SIH Partners, LLLP added | 137,273 | $16M | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 132,142 | $15M | 0.2% | 2026-Q2 |
| PEAK6 LLC added | 128,909 | $15M | 0.2% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 123,685 | $14M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 123,526 | $14M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 122,699 | $14M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 118,084 | $13M | 0.2% | 2026-Q2 |
| Ardmore Road Asset Management LP new | 113,957 | $13M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 111,853 | $13M | 0.2% | 2026-Q2 |
| Quaker Capital Investments, LLC added | 110,100 | $13M | 0.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 109,424 | $13M | 0.2% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 109,037 | $12M | 0.2% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 107,870 | $12M | 0.2% | 2026-Q2 |
| CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | 102,139 | $12M | 0.2% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 101,320 | $12M | 0.2% | 2026-Q2 |
| Philosophy Capital Management LLC new | 100,000 | $11M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 97,981 | $11M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 97,868 | $11M | 0.2% | 2026-Q2 |
| Portolan Capital Management, LLC trimmed | 95,863 | $11M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 95,416 | $11M | 0.2% | 2026-Q2 |
| Nishkama Capital, LLC added | 89,830 | $10M | 0.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 89,040 | $10M | 0.2% | 2026-Q2 |
| Duquesne Family Office LLC new | 88,200 | $10M | 0.2% | 2026-Q2 |
| Clearline Capital LP trimmed | 85,070 | $10M | 0.2% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 83,993 | $10M | 0.2% | 2026-Q2 |
| Ariose Capital Management Ltd new | 83,900 | $10M | 0.2% | 2026-Q2 |
| STATE STREET CORP trimmed | 80,439 | $9M | 0.1% | 2026-Q2 |
| Maytus Capital Management, LLC trimmed | 80,000 | $9M | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 78,442 | $9M | 0.1% | 2026-Q2 |
| GF FUND MANAGEMENT CO. LTD. trimmed | 71,000 | $8M | 0.1% | 2026-Q2 |
| Tekne Capital Management, LLC new | 65,000 | $7M | 0.1% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 63,798 | $7M | 0.1% | 2026-Q2 |
| Optiver Holding B.V. | 63,224 | $7M | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 59,782 | $7M | 0.1% | 2026-Q2 |
| Monaco Asset Management SAM trimmed | 55,000 | $6M | 0.1% | 2026-Q2 |
| Vontobel Holding Ltd. trimmed | 53,571 | $6M | 0.1% | 2026-Q2 |
| Swedbank AB new | 53,045 | $6M | 0.1% | 2026-Q2 |
| Allianz Asset Management GmbH | 52,770 | $6M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 51,850 | $6M | 0.1% | 2026-Q2 |
| J. Goldman & Co LP trimmed | 50,000 | $6M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 49,917 | $6M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.