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ZTO Express (Cayman) Inc.

ZTO
Exchange
NYSE
Industry
Trucking & Courier Services (No Air)
SEC CIK
0001677250

No open-market purchases or sales by ZTO Express (Cayman) Inc. insiders were filed in the last 90 days; 196 institutions reported holding it in 13F filings for Q2 2026, worth $1.33B in total; no superinvestor holds it.

Other share classesZTOEF

13F holders, Q4 2025

Institutional positions in ZTO Express (Cayman) Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
163
−6 vs. Q3 2025
Shares held
61.4M
−6.30M (−9.3%) vs. Q3 2025
Total value
$1.29B
−$9.26M (−0.7%) vs. Q3 2025
New holders
43
54 more added
Sold out
49
45 more reduced

2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ZTO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2025: 163 institutions
Q1 2021: 231 institutionsQ2 2021: 230 institutionsQ3 2021: 210 institutionsQ4 2021: 249 institutionsQ1 2022: 249 institutionsQ2 2022: 247 institutionsQ3 2022: 244 institutionsQ4 2022: 244 institutionsQ1 2023: 252 institutionsQ2 2023: 239 institutionsQ3 2023: 240 institutionsQ4 2023: 233 institutionsQ1 2024: 229 institutionsQ2 2024: 243 institutionsQ3 2024: 243 institutionsQ4 2024: 201 institutionsQ1 2025: 205 institutionsQ2 2025: 183 institutionsQ3 2025: 171 institutionsQ4 2025: 163 institutionsQ1 2026: 179 institutionsQ2 2026: 196 institutions
Value heldQ4 2025: $1.29B
Q1 2021: $7.23BQ2 2021: $7.31BQ3 2021: $6.61BQ4 2021: $6.18BQ1 2022: $5.59BQ2 2022: $6.47BQ3 2022: $5.90BQ4 2022: $6.94BQ1 2023: $7.41BQ2 2023: $29.5BQ3 2023: $6.57BQ4 2023: $5.47BQ1 2024: $5.19BQ2 2024: $4.36BQ3 2024: $4.13BQ4 2024: $2.88BQ1 2025: $2.69BQ2 2025: $1.53BQ3 2025: $1.30BQ4 2025: $1.29BQ1 2026: $1.47BQ2 2026: $1.33B
Institutions holding ZTO and their total value by quarter
QuarterHoldersValue
Q2 2026196$1.33B
Q1 2026179$1.47B
Q4 2025163$1.29B
Q3 2025171$1.30B
Q2 2025183$1.53B
Q1 2025205$2.69B
Q4 2024201$2.88B
Q3 2024243$4.13B
Q2 2024243$4.36B
Q1 2024229$5.19B
Q4 2023233$5.47B
Q3 2023240$6.57B
Q2 2023239$29.5B
Q1 2023252$7.41B
Q4 2022244$6.94B
Q3 2022244$5.90B
Q2 2022247$6.47B
Q1 2022249$5.59B
Q4 2021249$6.18B
Q3 2021210$6.61B
Q2 2021230$7.31B
Q1 2021231$7.23B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding ZTO Express (Cayman) Inc.; share changes are against Q3 2025.

Institutions holding ZTO in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Pzena Investment Management LLC7,580,454$158.4M0.47%−418,953−5.2%Reduced
Temasek Holdings (Private) Ltd6,260,241$130.8M0.42%−4,166,509−40.0%Reduced
Goldman Sachs Group Inc6,040,543$126.2M0.02%−369,059−5.8%Reduced
Morgan Stanley5,459,308$114.0M0.01%+69,529+1.3%Added
Serenity Capital Management Pte. Ltd.5,056,987$105.6M28.04%00.0%Unchanged
Fisher Asset Management, LLC3,553,206$74.2M0.03%−13,941−0.4%Reduced
UBS Group AG2,124,199$44.4M0.01%−262,390−11.0%Reduced
Platinum Investment Management Ltd1,994,127$41.7M9.63%−251,598−11.2%Reduced
Citigroup Inc1,782,073$37.2M0.03%+94,714+5.6%Added
Todd Asset Management LLC1,697,019$35.5M0.69%+257,021+17.8%Added
Dimensional Fund Advisors LP1,656,016$34.6M0.01%+990+0.1%Added
Legal & General Group Plc1,606,574$33.6M0.01%−37,787−2.3%Reduced
Bank of America Corp1,120,524$23.4M0.00%+627,125+127.1%Added
Point72 Asset Management, L.P.1,091,234$22.8M0.04%+1,091,234New
Teachers Retirement System of the State of Kentucky1,077,250$22.5M0.17%+181,600+20.3%Added
American Century Companies Inc986,025$20.6M0.01%00.0%Unchanged
State Street Corp981,894$20.5M0.00%+26,776+2.8%Added
Citadel Advisors LLC966,784$20.2M0.01%+944,585+4,255.1%Added
BNP Paribas Arbitrage, SA768,626$16.1M0.01%+177,866+30.1%Added
Crossmark Global Holdings, Inc.642,163$13.4M0.19%+29,425+4.8%Added
DekaBank Deutsche Girozentrale162,421$11.5M0.02%00.0%Unchanged
JPMorgan Chase & Co517,484$10.8M0.00%−498,820−49.1%Reduced
State of New Jersey Common Pension Fund D509,092$10.6M0.04%00.0%Unchanged
HSBC Holdings PLC498,938$10.4M0.00%+311,904+166.8%Added
Russell Investments Group, Ltd.469,993$9.82M0.01%+66,210+16.4%Added
Mackenzie Financial Corp446,411$9.41M0.01%+87,087+24.2%Added
SIH Partners, LLLP401,550$8.39M0.49%−36,500−8.3%Reduced
BlackRock, Inc.373,345$7.80M0.00%−65,192−14.9%Reduced
SG Americas Securities, LLC332,373$6.94M0.01%−54,342−14.1%Reduced
Jane Street Group, LLC285,380$5.96M0.01%+285,380New
Aviva PLC264,156$5.52M0.01%−8,155−3.0%Reduced
Virtus Family Office LLC246,923$5.16M4.45%+3,269+1.3%Added
Icon Advisers Inc200,000$4.18M0.90%00.0%Unchanged
Invesco Ltd.197,679$4.13M0.00%+48,363+32.4%Added
Optimas Capital Ltd191,700$4.00M7.32%+191,700New
Storebrand Asset Management AS188,544$3.94M0.01%−10,924−5.5%Reduced
Envestnet Asset Management Inc183,384$3.83M0.00%−397,955−68.5%Reduced
Silvercrest Asset Management Group LLC180,364$3.77M0.03%+844+0.5%Added
KBC Group NV170,061$3.55M0.01%+20,306+13.6%Added
Aurora Investment Counsel153,811$3.21M1.69%+4,378+2.9%Added
Millennium Management LLC143,160$2.99M0.00%+126,624+765.7%Added
Quantinno Capital Management LP140,632$2.94M0.01%+140,632New
Legacy Wealth Asset Management, LLC136,924$2.86M0.70%−837−0.6%Reduced
Marshall Wace, LLP128,826$2.69M0.00%+128,826New
Swedbank AB123,880$2.59M0.00%00.0%Unchanged
Renaissance Technologies LLC123,700$2.58M0.00%−196,300−61.3%Reduced
Stifel Financial Corp116,300$2.43M0.00%+3,359+3.0%Added
Brandes Investment Partners, LP115,699$2.42M0.02%+1,931+1.7%Added
D. E. Shaw & Co., Inc.99,594$2.08M0.00%+8,911+9.8%Added
Dumac, Inc.96,781$2.02M0.31%+96,781New
Mariner, LLC92,720$1.94M0.00%−10,657−10.3%Reduced
Barclays PLC88,162$1.84M0.00%+42,081+91.3%Added
Squarepoint Ops LLC82,176$1.72M0.00%+82,176New
Manning & Napier Advisors LLC80,335$1.70M0.02%−2,416−2.9%Reduced
Matthews International Capital Management LLC70,800$1.48M0.45%+70,800New
Royal Bank of Canada69,550$1.45M0.00%−103,122−59.7%Reduced
Profund Advisors LLC58,215$1.22M0.04%−4,507−7.2%Reduced
Arrowstreet Capital, Limited Partnership57,274$1.20M0.00%+57,274New
Vident Advisory, LLC55,995$1.17M0.01%+1,786+3.3%Added
Taikang Asset Management (Hong Kong) Co Ltd49,100$1.03M0.10%00.0%Unchanged
Guggenheim Capital LLC45,316$946.7K0.01%+6,689+17.3%Added
DnB Asset Management AS40,764$851.6K0.00%+6,487+18.9%Added
Bank of Montreal38,837$811.3K0.00%−42,048−52.0%Reduced
Macquarie Group Ltd35,318$737.8K0.00%−47,975−57.6%Reduced
Integrated Wealth Concepts LLC35,220$735.7K0.01%+1,478+4.4%Added
Advisors Asset Management, Inc.34,468$720.0K0.01%+6,969+25.3%Added
O'Shaughnessy Asset Management, LLC34,436$719.4K0.00%+6,937+25.2%Added
Northern Trust Corp34,173$713.9K0.00%−297,873−89.7%Reduced
DRW Securities, LLC33,153$692.6K0.05%+33,153New
Skopos Labs, Inc.31,518$666.6K0.03%+31,518New
SEI Investments Co31,291$653.7K0.00%−1,723−5.2%Reduced
Royal London Asset Management Ltd31,070$649.1K0.00%+4,200+15.6%Added
Quadrant Capital Group LLC30,779$643.0K0.02%−78,493−71.8%Reduced
JustInvest LLC30,198$630.8K0.01%+4,333+16.8%Added
Y-Intercept (Hong Kong) Ltd28,704$599.6K0.01%+28,704New
Prelude Capital Management, LLC24,400$509.7K0.04%+24,400New
Fifth Third Bancorp23,794$497.1K0.00%−46,204−66.0%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.23,007$481.0K0.00%+23,007New
Nomura Asset Management International Inc.21,996$459.0K0.00%+21,996New
CI Private Wealth, LLC21,124$439.8K0.00%+21,124New
Hantz Financial Services, Inc.21,014$439.0K0.01%+8,870+73.0%Added
Creative Planning20,847$435.5K0.00%+864+4.3%Added
Savant Capital, LLC19,898$415.7K0.00%+776+4.1%Added
Sequoia Financial Advisors, LLC19,141$399.9K0.00%−8,653−31.1%Reduced
Gsa Capital Partners LLP17,633$368.0K0.03%+17,633New
US Bancorp17,240$360.1K0.00%−62,789−78.5%Reduced
Ethic Inc.15,943$333.1K0.01%+569+3.7%Added
Engineers Gate Manager LP15,840$330.9K0.00%+3,141+24.7%Added
Mirae Asset Global Investments Co., Ltd.15,786$329.8K0.00%+149+1.0%Added
The PNC Financial Services Group, Inc.15,591$325.7K0.00%−287−1.8%Reduced
U S Global Investors Inc14,992$313.2K0.03%+228+1.5%Added
Tuttle Tactical Management13,670$285.6K0.63%+13,670New
Global Retirement Partners, LLC12,735$266.0K0.00%+12,735New
Confluence Investment Management LLC12,150$253.8K0.00%00.0%Unchanged
Laird Norton Trust Company, LLC11,849$247.5K0.01%+11,849New
Ameriprise Financial Inc11,700$244.4K0.00%+11,700New
Oakmont Investment Advisors, Inc.11,253$235.1K0.17%+11,253New
Pinpoint Asset Management (Singapore) Pte. Ltd.10,863$226.9K0.05%+10,863New
Panagora Asset Management Inc10,645$222.4K0.00%00.0%Unchanged
Vestmark Advisory Solutions, Inc.10,632$222.1K0.00%+10,632New