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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
61.2M
−5.88M (−8.8%) vs. Q3 2025
Total value
$1.27B
−$13.0M (−1.0%) vs. Q3 2025
New holders
43
55 more added
Sold out
49
44 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: $1.27B
Q1 2021: $7.22BQ2 2021: $7.28BQ3 2021: $6.61BQ4 2021: $6.15BQ1 2022: $5.57BQ2 2022: $6.47BQ3 2022: $5.90BQ4 2022: $6.94BQ1 2023: $7.41BQ2 2023: $6.39BQ3 2023: $6.21BQ4 2023: $5.30BQ1 2024: $4.92BQ2 2024: $4.30BQ3 2024: $4.11BQ4 2024: $2.88BQ1 2025: $2.69BQ2 2025: $1.52BQ3 2025: $1.29BQ4 2025: $1.27BQ1 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$1.27B
Q3 2025171$1.29B
Q2 2025183$1.52B
Q1 2025205$2.69B
Q4 2024201$2.88B
Q3 2024243$4.11B
Q2 2024243$4.30B
Q1 2024229$4.92B
Q4 2023233$5.30B
Q3 2023240$6.21B
Q2 2023239$6.39B
Q1 2023252$7.41B
Q4 2022244$6.94B
Q3 2022244$5.90B
Q2 2022247$6.47B
Q1 2022249$5.57B
Q4 2021249$6.15B
Q3 2021210$6.61B
Q2 2021230$7.28B
Q1 2021231$7.22B

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
Bank of Montreal38,837$811.3K0.00%−42,048−52.0%Reduced
DnB Asset Management AS40,764$851.6K0.00%+6,487+18.9%Added
Guggenheim Capital LLC45,316$946.7K0.01%+6,689+17.3%Added
Taikang Asset Management (Hong Kong) Co Ltd49,100$1.03M0.10%00.0%Unchanged
Vident Advisory, LLC55,995$1.17M0.01%+1,786+3.3%Added
Arrowstreet Capital, Limited Partnership57,274$1.20M0.00%+57,274New
Profund Advisors LLC58,215$1.22M0.04%−4,507−7.2%Reduced
Royal Bank of Canada69,550$1.45M0.00%−103,122−59.7%Reduced
Matthews International Capital Management LLC70,800$1.48M0.45%+70,800New
Manning & Napier Advisors LLC80,335$1.70M0.02%−2,416−2.9%Reduced
Squarepoint Ops LLC82,176$1.72M0.00%+82,176New
Barclays PLC88,162$1.84M0.00%+42,081+91.3%Added
Mariner, LLC92,720$1.94M0.00%−10,657−10.3%Reduced
Dumac, Inc.96,781$2.02M0.31%+96,781New
D. E. Shaw & Co., Inc.99,594$2.08M0.00%+8,911+9.8%Added
Brandes Investment Partners, LP115,699$2.42M0.02%+1,931+1.7%Added
Stifel Financial Corp116,300$2.43M0.00%+3,359+3.0%Added
Renaissance Technologies LLC123,700$2.58M0.00%−196,300−61.3%Reduced
Swedbank AB123,880$2.59M0.00%00.0%Unchanged
Marshall Wace, LLP128,826$2.69M0.00%+128,826New
Legacy Wealth Asset Management, LLC136,924$2.86M0.70%−837−0.6%Reduced
Quantinno Capital Management LP140,632$2.94M0.01%+140,632New
Millennium Management LLC143,160$2.99M0.00%+126,624+765.7%Added
Aurora Investment Counsel153,811$3.21M1.69%+4,378+2.9%Added
KBC Group NV170,061$3.55M0.01%+20,306+13.6%Added
Silvercrest Asset Management Group LLC180,364$3.77M0.03%+844+0.5%Added
Envestnet Asset Management Inc183,384$3.83M0.00%−397,955−68.5%Reduced
Storebrand Asset Management AS188,544$3.94M0.01%−10,924−5.5%Reduced
Optimas Capital Ltd191,700$4.00M7.32%+191,700New
Invesco Ltd.197,679$4.13M0.00%+48,363+32.4%Added
Icon Advisers Inc200,000$4.18M0.90%00.0%Unchanged
Virtus Family Office LLC246,923$5.16M4.45%+3,269+1.3%Added
HSBC Holdings PLC249,469$5.21M0.00%+62,435+33.4%Added
Aviva PLC264,156$5.52M0.01%−8,155−3.0%Reduced
Jane Street Group, LLC285,380$5.96M0.01%+285,380New
SG Americas Securities, LLC332,373$6.94M0.01%−54,342−14.1%Reduced
BlackRock, Inc.373,345$7.80M0.00%−65,192−14.9%Reduced
SIH Partners, LLLP401,550$8.39M0.49%−36,500−8.3%Reduced
Mackenzie Financial Corp446,411$9.41M0.01%+87,087+24.2%Added
Russell Investments Group, Ltd.469,993$9.82M0.01%+66,210+16.4%Added
State of New Jersey Common Pension Fund D509,092$10.6M0.04%00.0%Unchanged
JPMorgan Chase & Co517,484$10.8M0.00%+9,332+1.8%Added
Crossmark Global Holdings, Inc.642,163$13.4M0.19%+29,425+4.8%Added
BNP Paribas Arbitrage, SA768,626$16.1M0.01%+177,866+30.1%Added
Citadel Advisors LLC966,784$20.2M0.01%+944,585+4,255.1%Added
State Street Corp981,894$20.5M0.00%+26,776+2.8%Added
American Century Companies Inc986,025$20.6M0.01%00.0%Unchanged
Teachers Retirement System of the State of Kentucky1,077,250$22.5M0.17%+181,600+20.3%Added
Point72 Asset Management, L.P.1,091,234$22.8M0.04%+1,091,234New
Bank of America Corp1,120,524$23.4M0.00%+627,125+127.1%Added
Legal & General Group Plc1,606,574$33.6M0.01%−37,787−2.3%Reduced
Dimensional Fund Advisors LP1,656,016$34.6M0.01%+990+0.1%Added
Todd Asset Management LLC1,697,019$35.5M0.69%+257,021+17.8%Added
Citigroup Inc1,782,073$37.2M0.03%+94,714+5.6%Added
Platinum Investment Management Ltd1,994,127$41.7M9.63%−251,598−11.2%Reduced
UBS Group AG2,124,199$44.4M0.01%−262,390−11.0%Reduced
Fisher Asset Management, LLC3,553,206$74.2M0.03%−13,941−0.4%Reduced
Serenity Capital Management Pte. Ltd.5,056,987$105.6M28.04%00.0%Unchanged
Morgan Stanley5,459,308$114.0M0.01%+69,529+1.3%Added
Goldman Sachs Group Inc6,040,543$126.2M0.02%−369,059−5.8%Reduced
Temasek Holdings (Private) Ltd6,260,241$130.8M0.42%−4,166,509−40.0%Reduced
Pzena Investment Management LLC7,580,454$158.4M0.47%−418,953−5.2%Reduced
DekaBank Deutsche Girozentrale162,421––00.0%Unchanged
Capitolis Liquid Global Markets LLC0$00.00%−1,337,100−100.0%Sold out
Harding Loevner LP0$00.00%−892,018−100.0%Sold out
Charles Schwab Investment Management Inc0$00.00%−285,536−100.0%Sold out
TB Alternative Assets Ltd.0$00.00%−254,948−100.0%Sold out
Erste Asset Management GmbH0$00.00%−214,876−100.0%Sold out
XY Capital Ltd0$00.00%−164,967−100.0%Sold out
PEAK6 LLC0$00.00%−160,372−100.0%Sold out
UBS Oconnor LLC0$00.00%−85,872−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−82,288−100.0%Sold out
Natixis Advisors, L.P.0$00.00%−61,888−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−57,445−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−57,257−100.0%Sold out
Polymer Capital Management (HK) LTD0$00.00%−56,555−100.0%Sold out
Neuberger Berman Group LLC0$00.00%−53,745−100.0%Sold out
Caption Management, LLC0$00.00%−48,851−100.0%Sold out
Davenport & Co LLC0$00.00%−46,697−100.0%Sold out
Himension Fund0$00.00%−37,116−100.0%Sold out
Callan Family Office, LLC0$00.00%−31,896−100.0%Sold out
Truist Financial Corp0$00.00%−29,824−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−25,872−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−25,320−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−21,581−100.0%Sold out
Flow Traders U.S. LLC0$00.00%−19,418−100.0%Sold out
HRT Financial LP0$00.00%−19,065−100.0%Sold out
Captrust Financial Advisors0$00.00%−18,938−100.0%Sold out
Alberta Investment Management Corp0$00.00%−18,000−100.0%Sold out
RSM US Wealth Management LLC0$00.00%−17,296−100.0%Sold out
Regions Financial Corp0$00.00%−17,351−100.0%Sold out
Pitcairn Co0$00.00%−14,853−100.0%Sold out
Atria Investments LLC0$00.00%−14,473−100.0%Sold out
One Wealth Advisors, LLC0$00.00%−13,026−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−12,867−100.0%Sold out
LPL Financial LLC0$00.00%−10,707−100.0%Sold out
Barometer Capital Management Inc.0$00.00%−6,114−100.0%Sold out
Brown Brothers Harriman & Co0$00.00%−1,094−100.0%Sold out
Pinnacle Bancorp, Inc.0$00.00%−894−100.0%Sold out
Umb Bank N A0$00.00%−727−100.0%Sold out