Who owns NetEase (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-Q2 13F filings (latest filed 2026-08-17). 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
160 tracked funds added or opened NTES while 69 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
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 0.2pp 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 2026-Q1 and 2026-Q2, across 431 tracked filers holding NTES, 249 increased or opened the position and 193 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 NTES 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 29
- GQG Partners LLC$157M
- CAUSEWAY CAPITAL MANAGEMENT LLC$73M
- Ruffer LLP$62M
- Point72 Asset Management, L.P.$38M
- OPTIMAS CAPITAL Ltd$14M
- BALYASNY ASSET MANAGEMENT L.P.$12M
Full exits 43
- Mawer Investment Management Ltd.$58M
- Handelsbanken Fonder AB$47M
- Cederberg Capital Ltd$40M
- Amundi$40M
- BI Asset Management Fondsmaeglerselskab A/S$38M
- TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$24M
Largest adds
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$126M
- Ninety One UK Ltd$97M
- FMR LLC$87M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$66M
- Capital International Investors$53M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$50M
Largest trims
- Greenwoods Asset Management Hong Kong Ltd.$280M
- BANK OF AMERICA CORP /DE/$62M
- JPMORGAN CHASE & CO$50M
- SIH Partners, LLLP$31M
- RENAISSANCE TECHNOLOGIES LLC$28M
- FARALLON CAPITAL MANAGEMENT, L.L.C.$17M
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 |
|---|---|---|---|---|
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 8,040,080 | $1.0B | 14.8% | 2026-Q2 |
| Ninety One UK Ltd trimmed | 6,246,584 | $800M | 11.5% | 2026-Q2 |
| Orbis Allan Gray Ltd trimmed | 3,503,491 | $449M | 6.5% | 2026-Q2 |
| FMR LLC added | 2,516,761 | $322M | 4.6% | 2026-Q2 |
| Harding Loevner LP trimmed | 2,258,205 | $291M | 4.2% | 2026-Q2 |
| DODGE & COX added | 2,162,476 | $277M | 4.0% | 2026-Q2 |
| Invesco Ltd. added | 2,047,007 | $262M | 3.8% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 1,572,437 | $222M | 3.2% | 2026-Q2 |
| GQG Partners LLC new | 1,226,473 | $157M | 2.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 1,161,038 | $149M | 2.1% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 1,145,916 | $147M | 2.1% | 2026-Q2 |
| BlackRock, Inc. added | 1,098,474 | $141M | 2.0% | 2026-Q2 |
| MORGAN STANLEY added | 1,058,794 | $136M | 2.0% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,045,553 | $134M | 1.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,028,063 | $132M | 1.9% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 971,788 | $125M | 1.8% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 865,413 | $111M | 1.6% | 2026-Q2 |
| Man Group plc trimmed | 747,272 | $96M | 1.4% | 2026-Q2 |
| Temasek Holdings (Private) Ltd | 708,114 | $91M | 1.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 676,850 | $87M | 1.2% | 2026-Q2 |
| UBS Group AG added | 621,108 | $80M | 1.1% | 2026-Q2 |
| Capital International Investors added | 620,917 | $80M | 1.1% | 2026-Q2 |
| DAVIS SELECTED ADVISERS added | 612,955 | $79M | 1.1% | 2026-Q2 |
| Greenwoods Asset Management Hong Kong Ltd. trimmed | 600,631 | $77M | 1.1% | 2026-Q2 |
| Capital World Investors added | 588,782 | $75M | 1.1% | 2026-Q2 |
| CAUSEWAY CAPITAL MANAGEMENT LLC trimmed | 572,412 | $73M | 1.1% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 543,409 | $70M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 518,267 | $66M | 1.0% | 2026-Q2 |
| Ruffer LLP new | 487,913 | $62M | 0.9% | 2026-Q2 |
| Ninety One North America, Inc. trimmed | 486,008 | $62M | 0.9% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 407,465 | $52M | 0.8% | 2026-Q2 |
| BRANDES INVESTMENT PARTNERS, LP added | 378,489 | $49M | 0.7% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 367,387 | $47M | 0.7% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 346,000 | $44M | 0.6% | 2026-Q2 |
| TODD ASSET MANAGEMENT LLC trimmed | 332,458 | $43M | 0.6% | 2026-Q2 |
| Carrhae Capital LLP added | 306,577 | $39M | 0.6% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 296,224 | $38M | 0.5% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 287,620 | $37M | 0.5% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 229,040 | $30M | 0.4% | 2026-Q2 |
| Swedbank AB added | 227,100 | $29M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 220,862 | $28M | 0.4% | 2026-Q2 |
| SIH Partners, LLLP trimmed | 209,027 | $27M | 0.4% | 2026-Q2 |
| Capital International, Inc./CA/ added | 192,111 | $25M | 0.4% | 2026-Q2 |
| ASSETMARK, INC added | 181,122 | $23M | 0.3% | 2026-Q2 |
| Capital Wealth Planning, LLC added | 166,231 | $21M | 0.3% | 2026-Q2 |
| MY.Alpha Management HK Advisors Ltd trimmed | 157,471 | $20M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 155,456 | $20M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 143,439 | $18M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 141,438 | $18M | 0.3% | 2026-Q2 |
| CITIGROUP INC trimmed | 135,031 | $17M | 0.2% | 2026-Q2 |
| Crossmark Global Holdings, Inc. added | 124,957 | $16M | 0.2% | 2026-Q2 |
| FARALLON CAPITAL MANAGEMENT, L.L.C. trimmed | 123,500 | $16M | 0.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 122,283 | $16M | 0.2% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 116,990 | $15M | 0.2% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. trimmed | 113,321 | $15M | 0.2% | 2026-Q2 |
| OPTIMAS CAPITAL Ltd added | 112,100 | $14M | 0.2% | 2026-Q2 |
| LMR Partners LLP added | 99,945 | $13M | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 97,525 | $12M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 92,561 | $12M | 0.2% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp added | 92,208 | $12M | 0.2% | 2026-Q2 |
| Itau Unibanco Holding S.A. trimmed | 85,316 | $11M | 0.2% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 85,204 | $11M | 0.2% | 2026-Q2 |
| Boston Partners new | 84,711 | $11M | 0.2% | 2026-Q2 |
| Creative Planning added | 84,675 | $11M | 0.2% | 2026-Q2 |
| Guinness Asset Management LTD added | 84,586 | $11M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 81,282 | $10M | 0.2% | 2026-Q2 |
| Taikang Asset Management (Hong Kong) Co Ltd | 80,000 | $10M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 79,720 | $10M | 0.1% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 76,966 | $10M | 0.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 71,120 | $9M | 0.1% | 2026-Q2 |
| Ninety One SA (Pty) Ltd added | 70,256 | $9M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 67,255 | $9M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 65,421 | $8M | 0.1% | 2026-Q2 |
| Polymer Capital Management (HK) LTD added | 63,694 | $8M | 0.1% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 63,344 | $8M | 0.1% | 2026-Q2 |
| Strategic Global Advisors, LLC added | 62,421 | $8M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 61,266 | $8M | 0.1% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 60,544 | $8M | 0.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 56,628 | $7M | 0.1% | 2026-Q2 |
| NewEdge Wealth, LLC added | 54,919 | $7M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 52,730 | $7M | 0.1% | 2026-Q2 |
| RENAISSANCE GROUP LLC added | 52,671 | $7M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP added | 51,319 | $7M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 49,940 | $6M | 0.1% | 2026-Q2 |
| Regal Partners Ltd added | 49,829 | $6M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 49,770 | $6M | 0.1% | 2026-Q2 |
| True Light Capital Pte. Ltd. | 48,754 | $6M | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 45,270 | $6M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 44,252 | $6M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 43,183 | $6M | 0.1% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 42,881 | $5M | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 40,166 | $5M | 0.1% | 2026-Q2 |
| Perseverance Asset Management International trimmed | 40,000 | $5M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 39,891 | $5M | 0.1% | 2026-Q2 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 39,300 | $5M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 39,049 | $5M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 38,678 | $5M | 0.1% | 2026-Q2 |
| Nuveen, LLC new | 38,169 | $5M | 0.1% | 2026-Q2 |
| US BANCORP \DE\ added | 37,966 | $5M | 0.1% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC trimmed | 36,904 | $5M | 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.