Who owns NTES (NTES)
Which tracked institutional funds hold NTES, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NTES company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
The tracked-fund tape on NTES is one-sided between 2025-Q4 and 2026-Q1: 54 added or opened and 184 trimmed or exited — on balance reducing.
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
NTES’s largest tracked holder by dollar value, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in NTES 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 2025-Q4 and 2026-Q1, across 428 tracked filers holding NTES, 199 increased or opened the position and 238 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 NTES between the 2025-Q4 and 2026-Q1 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 21
- FARALLON CAPITAL MANAGEMENT LLC$33M
- Itau Unibanco Holding S.A.$15M
- BRANDES INVESTMENT PARTNERS, LP$12M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$10M
- Y-Intercept (Hong Kong) Ltd$8M
- Carrhae Capital LLP$8M
Full exits 39
- Balyasny Asset Management L.P.$16M
- CI INVESTMENTS INC.$10M
- AVIVA PLC$9M
- AXIOM INVESTORS LLC /DE$8M
- Veritas Asset Management LLP$5M
- OPTIMAS CAPITAL Ltd$4M
Largest adds
- BANK OF AMERICA CORP /DE/$62M
- Invesco Ltd.$58M
- D. E. Shaw & Co., Inc.$27M
- JPMORGAN CHASE & CO$23M
- SIH Partners, LLLP$21M
- BNP PARIBAS FINANCIAL MARKETS$18M
Largest trims
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$217M
- Ninety One UK Ltd$163M
- Capital World Investors$147M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$100M
- Greenwoods Asset Management Hong Kong Ltd.$85M
- Harding Loevner LP$81M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 8,075,956 | $904M | 13.8% | 2026-Q1 |
| Ninety One UK Ltd trimmed | 6,286,216 | $704M | 10.7% | 2026-Q1 |
| Orbis Allan Gray Ltd added | 3,584,478 | $401M | 6.1% | 2026-Q1 |
| Greenwoods Asset Management Hong Kong Ltd. trimmed | 3,190,000 | $357M | 5.4% | 2026-Q1 |
| Harding Loevner LP trimmed | 2,323,768 | $260M | 4.0% | 2026-Q1 |
| DODGE & COX added | 2,156,976 | $241M | 3.7% | 2026-Q1 |
| FMR LLC added | 2,103,219 | $235M | 3.6% | 2026-Q1 |
| Invesco Ltd. added | 2,019,931 | $226M | 3.4% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 1,376,648 | $172M | 2.6% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 1,363,188 | $153M | 2.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,325,317 | $148M | 2.3% | 2026-Q1 |
| Fisher Asset Management, LLC added | 1,147,760 | $128M | 2.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,079,110 | $121M | 1.8% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 1,002,979 | $112M | 1.7% | 2026-Q1 |
| MORGAN STANLEY added | 941,521 | $105M | 1.6% | 2026-Q1 |
| BlackRock, Inc. trimmed | 825,067 | $92M | 1.4% | 2026-Q1 |
| Man Group plc trimmed | 779,594 | $87M | 1.3% | 2026-Q1 |
| Temasek Holdings (Private) Ltd added | 708,114 | $79M | 1.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 606,559 | $68M | 1.0% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP trimmed | 586,902 | $66M | 1.0% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 581,720 | $65M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 553,256 | $62M | 0.9% | 2026-Q1 |
| Capital World Investors trimmed | 541,188 | $61M | 0.9% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 536,881 | $59M | 0.9% | 2026-Q1 |
| Mawer Investment Management Ltd. trimmed | 521,873 | $58M | 0.9% | 2026-Q1 |
| SIH Partners, LLLP added | 512,974 | $57M | 0.9% | 2026-Q1 |
| Ninety One North America, Inc. added | 505,933 | $57M | 0.9% | 2026-Q1 |
| DAVIS SELECTED ADVISERS trimmed | 422,712 | $47M | 0.7% | 2026-Q1 |
| Handelsbanken Fonder AB trimmed | 422,115 | $47M | 0.7% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 403,659 | $45M | 0.7% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 381,425 | $43M | 0.7% | 2026-Q1 |
| Cederberg Capital Ltd trimmed | 359,675 | $40M | 0.6% | 2026-Q1 |
| Amundi trimmed | 354,524 | $40M | 0.6% | 2026-Q1 |
| BI Asset Management Fondsmaeglerselskab A/S added | 340,241 | $38M | 0.6% | 2026-Q1 |
| TODD ASSET MANAGEMENT LLC trimmed | 334,431 | $37M | 0.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 324,651 | $36M | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 300,802 | $34M | 0.5% | 2026-Q1 |
| FARALLON CAPITAL MANAGEMENT LLC new | 291,219 | $33M | 0.5% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 254,445 | $28M | 0.4% | 2026-Q1 |
| Capital International Investors trimmed | 237,044 | $26M | 0.4% | 2026-Q1 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 210,900 | $24M | 0.4% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 204,889 | $23M | 0.3% | 2026-Q1 |
| Swedbank AB | 192,100 | $22M | 0.3% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 188,352 | $21M | 0.3% | 2026-Q1 |
| Capital International, Inc./CA/ trimmed | 188,320 | $21M | 0.3% | 2026-Q1 |
| MY.Alpha Management HK Advisors Ltd added | 187,971 | $21M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 172,416 | $19M | 0.3% | 2026-Q1 |
| Perseverance Asset Management International added | 170,000 | $19M | 0.3% | 2026-Q1 |
| BARCLAYS PLC added | 149,146 | $17M | 0.3% | 2026-Q1 |
| Aspex Management (HK) Ltd | 147,655 | $17M | 0.3% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. trimmed | 145,001 | $16M | 0.2% | 2026-Q1 |
| ASSETMARK, INC added | 141,107 | $16M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 139,376 | $16M | 0.2% | 2026-Q1 |
| Itau Unibanco Holding S.A. added | 138,361 | $15M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 136,773 | $15M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 127,000 | $14M | 0.2% | 2026-Q1 |
| Crossmark Global Holdings, Inc. trimmed | 123,182 | $14M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 116,149 | $13M | 0.2% | 2026-Q1 |
| BRANDES INVESTMENT PARTNERS, LP added | 109,401 | $12M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 107,708 | $12M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 105,912 | $12M | 0.2% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 105,480 | $12M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 99,814 | $11M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 96,751 | $11M | 0.2% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 93,541 | $10M | 0.2% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 92,798 | $10M | 0.2% | 2026-Q1 |
| Capital Wealth Planning, LLC trimmed | 91,819 | $10M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 80,501 | $9M | 0.1% | 2026-Q1 |
| Taikang Asset Management (Hong Kong) Co Ltd added | 80,000 | $9M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 79,352 | $9M | 0.1% | 2026-Q1 |
| Guinness Asset Management LTD added | 77,374 | $9M | 0.1% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP trimmed | 75,359 | $8M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 74,141 | $8M | 0.1% | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp added | 72,045 | $8M | 0.1% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 71,766 | $8M | 0.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 70,784 | $8M | 0.1% | 2026-Q1 |
| Carrhae Capital LLP trimmed | 69,167 | $8M | 0.1% | 2026-Q1 |
| Ninety One SA (Pty) Ltd added | 68,946 | $8M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 66,339 | $7M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 65,467 | $7M | 0.1% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 64,084 | $7M | 0.1% | 2026-Q1 |
| Strategic Global Advisors, LLC added | 55,741 | $6M | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 53,700 | $6M | 0.1% | 2026-Q1 |
| HHLR ADVISORS, LTD. trimmed | 790,807 | $120M | 1.8% | 2025-Q3 stale |
| CAUSEWAY CAPITAL MANAGEMENT LLC added | 638,315 | $97M | 1.5% | 2025-Q3 stale |
| Clark Capital Management Group, Inc. trimmed | 248,337 | $38M | 0.6% | 2025-Q3 stale |
| Tiger Pacific Capital LP added | 190,754 | $29M | 0.4% | 2025-Q3 stale |
| StoneX Group Inc. new | 143,521 | $22M | 0.3% | 2025-Q3 stale |
| Tairen Capital Ltd added | 125,718 | $19M | 0.3% | 2025-Q3 stale |
| Point72 Asset Management, L.P. added | 141,944 | $19M | 0.3% | 2025-Q2 stale |
| Balyasny Asset Management L.P. added | 119,303 | $16M | 0.3% | 2025-Q4 stale |
| Ariose Capital Management Ltd trimmed | 103,300 | $11M | 0.2% | 2025-Q1 stale |
| APEIRON CAPITAL Ltd trimmed | 97,821 | $10M | 0.2% | 2025-Q1 stale |
| CI INVESTMENTS INC. added | 72,356 | $10M | 0.2% | 2025-Q4 stale |
| AVIVA PLC trimmed | 68,828 | $9M | 0.1% | 2025-Q4 stale |
| Trexquant Investment LP trimmed | 66,959 | $9M | 0.1% | 2025-Q2 stale |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 63,000 | $8M | 0.1% | 2025-Q2 stale |
| Point72 Hong Kong Ltd trimmed | 55,781 | $8M | 0.1% | 2025-Q3 stale |
| AXIOM INVESTORS LLC /DE trimmed | 60,162 | $8M | 0.1% | 2025-Q4 stale |
| State of New Jersey Common Pension Fund D | 73,875 | $8M | 0.1% | 2025-Q1 stale |
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.