NetEase, Inc.
NTES- 交易所
- Nasdaq
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001110646
近 90 天，NetEase, Inc. 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 459 家機構在 13F 申報持有，市值合計 $75.2 億；景林資產和高瓴 HHLR兩位大師持有。
其他股別NETTF
2026 年第 2 季 13F 持有人
NetEase, Inc. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 459
- 較 2026 年第 1 季 +32 家
- 持有股數
- 5,850 萬
- 較 2026 年第 1 季 +95.4 萬 (+1.7%)
- 總市值
- $75.2 億
- 較 2026 年第 1 季 +$10.6 億 (+16.4%)
- 新進機構
- 78
- 另有 182 家加碼
- 清倉機構
- 46
- 另有 124 家減碼
另有 4 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 NTES 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 459 | $75.2 億 |
| 2026 年第 1 季 | 431 | $64.6 億 |
| 2025 年第 4 季 | 460 | $77.2 億 |
| 2025 年第 3 季 | 442 | $100.4 億 |
| 2025 年第 2 季 | 433 | $71.4 億 |
| 2025 年第 1 季 | 377 | $70.1 億 |
| 2024 年第 4 季 | 368 | $62.6 億 |
| 2024 年第 3 季 | 366 | $63.9 億 |
| 2024 年第 2 季 | 387 | $62.2 億 |
| 2024 年第 1 季 | 403 | $89.0 億 |
| 2023 年第 4 季 | 402 | $71.7 億 |
| 2023 年第 3 季 | 360 | $70.7 億 |
| 2023 年第 2 季 | 333 | $74.2 億 |
| 2023 年第 1 季 | 314 | $75.1 億 |
| 2022 年第 4 季 | 321 | $62.2 億 |
| 2022 年第 3 季 | 323 | $67.3 億 |
| 2022 年第 2 季 | 362 | $89.4 億 |
| 2022 年第 1 季 | 385 | $103.9 億 |
| 2021 年第 4 季 | 432 | $142.0 億 |
| 2021 年第 3 季 | 418 | $173.4 億 |
| 2021 年第 2 季 | 490 | $261.0 億 |
| 2021 年第 1 季 | 476 | $241.9 億 |
2026 年第 2 季持有機構
每家機構持有 NetEase, Inc. 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 8,040,080 | $10.3 億 | 0.19% | −35,876−0.4% | 減碼 |
| Ninety One UK Ltd | 6,246,584 | $8.00 億 | 1.79% | −39,632−0.6% | 減碼 |
| Orbis Allan Gray Ltd | 3,503,491 | $4.49 億 | 1.54% | −80,987−2.3% | 減碼 |
| FMR LLC | 2,516,761 | $3.22 億 | 0.01% | +399,738+18.9% | 加碼 |
| Harding Loevner LP | 2,258,205 | $2.91 億 | 2.74% | −65,563−2.8% | 減碼 |
| Dodge & Cox | 2,162,476 | $2.77 億 | 0.15% | +5,500+0.3% | 加碼 |
| Invesco Ltd. | 2,047,007 | $2.62 億 | 0.02% | +25,633+1.3% | 加碼 |
| Massachusetts Financial Services Co | 1,572,437 | $2.22 億 | 0.07% | +195,789+14.2% | 加碼 |
| GQG Partners LLC | 1,226,473 | $1.57 億 | 0.29% | +1,226,473 | 新進 |
| American Century Companies Inc | 1,161,038 | $1.49 億 | 0.07% | +158,059+15.8% | 加碼 |
| Fisher Asset Management, LLC | 1,145,916 | $1.47 億 | 0.04% | −1,844−0.2% | 減碼 |
| BlackRock, Inc. | 1,098,474 | $1.41 億 | 0.00% | +273,407+33.1% | 加碼 |
| Morgan Stanley | 1,058,794 | $1.36 億 | 0.01% | +117,273+12.5% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,045,553 | $1.34 億 | 0.06% | +438,994+72.4% | 加碼 |
| Dimensional Fund Advisors LP | 1,028,063 | $1.32 億 | 0.02% | −51,047−4.7% | 減碼 |
| Renaissance Technologies LLC | 971,788 | $1.25 億 | 0.17% | −391,400−28.7% | 減碼 |
| Lazard Asset Management LLC | 865,413 | $1.11 億 | 0.17% | +283,693+48.8% | 加碼 |
| Man Group plc | 747,272 | $9,576 萬 | 0.18% | −32,322−4.1% | 減碼 |
| Temasek Holdings (Private) Ltd | 708,114 | $9,074 萬 | 0.25% | 00.0% | 不變 |
| Bank of America Corp | 676,850 | $8,673 萬 | 0.01% | −648,467−48.9% | 減碼 |
| Capital International Investors | 620,917 | $7,959 萬 | 0.02% | +383,873+161.9% | 加碼 |
| UBS Group AG | 621,108 | $7,959 萬 | 0.01% | +320,306+106.5% | 加碼 |
| Davis Selected Advisers | 612,955 | $7,854 萬 | 0.34% | +190,243+45.0% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 600,631 | $7,696 萬 | 3.52% | −2,589,369−81.2% | 減碼 |
| Capital World Investors | 588,782 | $7,545 萬 | 0.01% | +47,594+8.8% | 加碼 |
| Causeway Capital Management LLC | 572,412 | $7,335 萬 | 0.79% | +572,412 | 新進 |
| Van Eck Associates Corp | 543,409 | $6,963 萬 | 0.04% | −43,493−7.4% | 減碼 |
| Northern Trust Corp | 518,267 | $6,641 萬 | 0.01% | −34,989−6.3% | 減碼 |
| Ruffer LLP | 487,913 | $6,245 萬 | 2.21% | +487,913 | 新進 |
| Ninety One North America, Inc. | 486,008 | $6,228 萬 | 2.92% | −19,925−3.9% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 460,463 | $5,900 萬 | 0.47% | +120,222+35.3% | 加碼 |
| Handelsbanken Fonder AB | 434,115 | $5,563 萬 | 0.16% | +12,000+2.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 407,465 | $5,221 萬 | 0.03% | +3,806+0.9% | 加碼 |
| Brandes Investment Partners, LP | 378,489 | $4,850 萬 | 0.34% | +269,088+246.0% | 加碼 |
| Millennium Management LLC | 367,387 | $4,708 萬 | 0.03% | +42,736+13.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 346,000 | $4,434 萬 | 0.03% | −35,425−9.3% | 減碼 |
| SG Americas Securities, LLC | 338,678 | $4,340 萬 | 0.02% | +338,678 | 新進 |
| Amundi | 336,561 | $4,313 萬 | 0.01% | −17,963−5.1% | 減碼 |
| Todd Asset Management LLC | 332,458 | $4,260 萬 | 0.76% | −1,973−0.6% | 減碼 |
| Carrhae Capital LLP | 306,577 | $3,928 萬 | 2.59% | +237,410+343.2% | 加碼 |
| Point72 Asset Management, L.P. | 296,224 | $3,796 萬 | 0.06% | +296,224 | 新進 |
| Wellington Management Group LLP | 287,620 | $3,686 萬 | 0.01% | +99,268+52.7% | 加碼 |
| Nordea Investment Management AB | 229,040 | $2,954 萬 | 0.02% | −25,405−10.0% | 減碼 |
| Swedbank AB | 227,100 | $2,910 萬 | 0.03% | +35,000+18.2% | 加碼 |
| Envestnet Asset Management Inc | 220,862 | $2,830 萬 | 0.01% | +48,446+28.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 210,900 | $2,703 萬 | 0.18% | 00.0% | 不變 |
| SIH Partners, LLLP | 209,027 | $2,678 萬 | 1.12% | −303,947−59.3% | 減碼 |
| Capital International Inc | 192,111 | $2,462 萬 | 0.17% | +3,791+2.0% | 加碼 |
| Cederberg Capital Ltd | 185,375 | $2,375 萬 | 23.67% | −174,300−48.5% | 減碼 |
| Assetmark, Inc | 181,122 | $2,321 萬 | 0.04% | +40,015+28.4% | 加碼 |
| Capital Wealth Planning, LLC | 166,231 | $2,130 萬 | 0.11% | +74,412+81.0% | 加碼 |
| MY.Alpha Management HK Advisors Ltd | 157,471 | $2,018 萬 | 7.77% | −30,500−16.2% | 減碼 |
| Wells Fargo & Company | 155,456 | $1,992 萬 | 0.00% | +49,544+46.8% | 加碼 |
| Aspex Management (HK) Ltd | 147,655 | $1,892 萬 | 0.21% | 00.0% | 不變 |
| Royal Bank of Canada | 143,439 | $1,838 萬 | 0.00% | +43,625+43.7% | 加碼 |
| Goldman Sachs Group Inc | 141,438 | $1,812 萬 | 0.00% | +2,062+1.5% | 加碼 |
| Citigroup Inc | 135,031 | $1,730 萬 | 0.01% | −1,742−1.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 124,957 | $1,601 萬 | 0.21% | +1,775+1.4% | 加碼 |
| Farallon Capital Management, L.L.C. | 123,500 | $1,583 萬 | 0.09% | −167,719−57.6% | 減碼 |
| National Bank of Canada | 122,283 | $1,567 萬 | 0.01% | +121,458+14,722.2% | 加碼 |
| Public Employees Retirement System of Ohio | 116,990 | $1,499 萬 | 0.04% | +11,510+10.9% | 加碼 |
| Robeco Institutional Asset Management B.V. | 113,321 | $1,452 萬 | 0.02% | −31,680−21.8% | 減碼 |
| Optimas Capital Ltd | 112,100 | $1,436 萬 | 22.09% | +112,100 | 新進 |
| LMR Partners LLP | 99,945 | $1,281 萬 | 0.09% | +75,238+304.5% | 加碼 |
| Balyasny Asset Management LLC | 97,525 | $1,250 萬 | 0.02% | +97,525 | 新進 |
| Barclays PLC | 92,561 | $1,186 萬 | 0.00% | −56,585−37.9% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 92,208 | $1,182 萬 | 0.03% | +20,163+28.0% | 加碼 |
| HighTower Advisors, LLC | 89,507 | $1,147 萬 | 0.01% | +24,040+36.7% | 加碼 |
| Itau Unibanco Holding S.A. | 85,316 | $1,093 萬 | 0.22% | −53,045−38.3% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 85,204 | $1,092 萬 | 0.01% | −8,337−8.9% | 減碼 |
| Boston Partners | 84,711 | $1,085 萬 | 0.01% | +84,711 | 新進 |
| Creative Planning | 84,675 | $1,085 萬 | 0.01% | +35,840+73.4% | 加碼 |
| Guinness Asset Management LTD | 84,586 | $1,084 萬 | 0.18% | +7,212+9.3% | 加碼 |
| Legal & General Group Plc | 81,282 | $1,042 萬 | 0.00% | −15,469−16.0% | 減碼 |
| Thrivent Financial for Lutherans | 80,501 | $1,032 萬 | 0.02% | 00.0% | 不變 |
| Taikang Asset Management (Hong Kong) Co Ltd | 80,000 | $1,025 萬 | 0.93% | 00.0% | 不變 |
| Jane Street Group, LLC | 79,720 | $1,022 萬 | 0.01% | −36,429−31.4% | 減碼 |
| Mackenzie Financial Corp | 76,966 | $986.2 萬 | 0.01% | +1,607+2.1% | 加碼 |
| Geode Capital Management, LLC | 71,120 | $911.3 萬 | 0.00% | +336+0.5% | 加碼 |
| Ninety One SA (PTY) Ltd | 70,256 | $904.7 萬 | 0.49% | +1,310+1.9% | 加碼 |
| JPMorgan Chase & Co | 67,255 | $868.7 萬 | 0.00% | −469,626−87.5% | 減碼 |
| Quantinno Capital Management LP | 65,421 | $838.3 萬 | 0.01% | +29,977+84.6% | 加碼 |
| Polymer Capital Management (HK) LTD | 63,694 | $816.2 萬 | 0.83% | +63,694 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 63,344 | $811.7 萬 | 0.01% | +14,932+30.8% | 加碼 |
| Natixis Advisors, L.P. | 62,516 | $801.0 萬 | 0.01% | +12,269+24.4% | 加碼 |
| Strategic Global Advisors, LLC | 62,421 | $796.1 萬 | 1.13% | +6,680+12.0% | 加碼 |
| Russell Investments Group, Ltd. | 61,266 | $785.1 萬 | 0.01% | −12,875−17.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 60,544 | $775.8 萬 | 0.04% | +9,436+18.5% | 加碼 |
| Neuberger Berman Group LLC | 56,628 | $726.2 萬 | 0.00% | −7,456−11.6% | 減碼 |
| NewEdge Wealth, LLC | 54,919 | $703.7 萬 | 0.07% | +6,851+14.3% | 加碼 |
| New York State Common Retirement Fund | 52,730 | $675.7 萬 | 0.01% | +20,203+62.1% | 加碼 |
| Renaissance Group LLC | 52,671 | $674.9 萬 | 0.27% | +23,644+81.5% | 加碼 |
| Marshall Wace, LLP | 51,319 | $657.6 萬 | 0.01% | +882+1.7% | 加碼 |
| Stifel Financial Corp | 49,940 | $639.9 萬 | 0.01% | +20,960+72.3% | 加碼 |
| VGI Partners Ltd | 49,829 | $638.5 萬 | 0.35% | +49,829 | 新進 |
| Mariner, LLC | 49,770 | $637.8 萬 | 0.01% | −1,070−2.1% | 減碼 |
| True Light Capital Pte. Ltd. | 48,754 | $624.7 萬 | 4.12% | 00.0% | 不變 |
| KBC Group NV | 47,069 | $603.1 萬 | 0.01% | +898+1.9% | 加碼 |
| Two Sigma Investments, LP | 45,270 | $580.1 萬 | 0.00% | −8,430−15.7% | 減碼 |
| First Trust Advisors LP | 44,252 | $567.0 萬 | 0.00% | +4,165+10.4% | 加碼 |