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
2023 年第 2 季 13F 持有人
NetEase, Inc. 在 2023/6/30 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
- 333
- 較 2023 年第 1 季 +21 家
- 持有股數
- 7,740 萬
- 較 2023 年第 1 季 −303.4 萬 (−3.8%)
- 總市值
- $74.2 億
- 較 2023 年第 1 季 +$2.20 億 (+3.1%)
- 新進機構
- 58
- 另有 106 家加碼
- 清倉機構
- 37
- 另有 98 家減碼
另有 2 家機構在 2023 年第 1 季持有、還沒有申報 2023 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 | $76.9 億 |
| 2025 年第 3 季 | 442 | $89.8 億 |
| 2025 年第 2 季 | 433 | $71.1 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 | $63.4 億 |
| 2024 年第 2 季 | 387 | $61.4 億 |
| 2024 年第 1 季 | 403 | $74.9 億 |
| 2023 年第 4 季 | 402 | $66.7 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 | $72.0 億 |
| 2022 年第 4 季 | 321 | $62.2 億 |
| 2022 年第 3 季 | 323 | $67.1 億 |
| 2022 年第 2 季 | 362 | $89.2 億 |
| 2022 年第 1 季 | 385 | $103.1 億 |
| 2021 年第 4 季 | 432 | $141.4 億 |
| 2021 年第 3 季 | 418 | $173.4 億 |
| 2021 年第 2 季 | 490 | $260.5 億 |
| 2021 年第 1 季 | 475 | $241.8 億 |
2023 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Invesco Ltd. | 10,267,434 | $9.93 億 | 0.26% | −370,754−3.5% | 減碼 |
| UBS Asset Management Americas Inc | 8,559,849 | $7.57 億 | 0.37% | 00.0% | 不變 |
| Ninety One UK Ltd | 6,777,689 | $6.55 億 | 1.91% | −36,307−0.5% | 減碼 |
| Dodge & Cox | 5,077,959 | $4.91 億 | 0.33% | −3,674,310−42.0% | 減碼 |
| Morgan Stanley | 3,654,322 | $3.53 億 | 0.03% | +373,404+11.4% | 加碼 |
| FMR LLC | 3,625,615 | $3.51 億 | 0.03% | +246,099+7.3% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 2,318,333 | $2.24 億 | 10.83% | +531,183+29.7% | 加碼 |
| Alkeon Capital Management LLC | 2,175,464 | $2.10 億 | 1.26% | −8,275−0.4% | 減碼 |
| Orbis Allan Gray Ltd | 1,891,572 | $1.83 億 | 1.31% | +209,494+12.5% | 加碼 |
| Massachusetts Financial Services Co | 1,702,898 | $1.65 億 | 0.05% | −1,638,490−49.0% | 減碼 |
| Nuveen Asset Management, LLC | 1,484,772 | $1.44 億 | 0.05% | +738,249+98.9% | 加碼 |
| Fisher Asset Management, LLC | 1,425,451 | $1.38 億 | 0.08% | +19,173+1.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,219,112 | $1.18 億 | 0.14% | +201,953+19.9% | 加碼 |
| Man Group plc | 1,144,979 | $1.11 億 | 0.34% | – | – |
| Genesis Investment Management, LLP | 992,783 | $1.02 億 | 11.05% | −156,126−13.6% | 減碼 |
| Dimensional Fund Advisors LP | 1,042,216 | $1.01 億 | 0.03% | −63,986−5.8% | 減碼 |
| Capital International Investors | 1,033,220 | $1.00 億 | 0.02% | +14,505+1.4% | 加碼 |
| Bank of America Corp | 1,003,575 | $9,704 萬 | 0.01% | −137,283−12.0% | 減碼 |
| Cederberg Capital Ltd | 907,975 | $8,779 萬 | 38.29% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 878,385 | $8,493 萬 | 0.46% | +35,923+4.3% | 加碼 |
| Goldman Sachs Group Inc | 794,126 | $7,678 萬 | 0.02% | −423,322−34.8% | 減碼 |
| JPMorgan Chase & Co | 727,015 | $7,030 萬 | 0.01% | +96,509+15.3% | 加碼 |
| Amundi | 647,069 | $6,426 萬 | 0.03% | −76,760−10.6% | 減碼 |
| Ninety One North America, Inc. | 636,976 | $6,159 萬 | 2.61% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 614,469 | $5,941 萬 | 0.16% | −2,906−0.5% | 減碼 |
| Wellington Management Group LLP | 612,886 | $5,926 萬 | 0.01% | −412,365−40.2% | 減碼 |
| Renaissance Technologies LLC | 597,200 | $5,774 萬 | 0.08% | +77,100+14.8% | 加碼 |
| FIL Ltd | 561,632 | $5,430 萬 | 0.06% | +19,616+3.6% | 加碼 |
| Capital International Inc | 535,732 | $5,180 萬 | 0.94% | −13,775−2.5% | 減碼 |
| Van Eck Associates Corp | 532,710 | $5,151 萬 | 0.11% | +41,391+8.4% | 加碼 |
| Deutsche Bank AG | 532,158 | $5,145 萬 | 0.03% | −349,635−39.7% | 減碼 |
| BlackRock Inc. | 514,609 | $4,976 萬 | 0.00% | −34,949−6.4% | 減碼 |
| Jane Street Group, LLC | 449,229 | $4,344 萬 | 0.06% | +120,917+36.8% | 加碼 |
| AXA S.A. | 406,486 | $3,930 萬 | 0.13% | +174,181+75.0% | 加碼 |
| Vontobel Asset Management Inc | 371,555 | $3,574 萬 | 0.24% | −18,278−4.7% | 減碼 |
| Ameriprise Financial Inc | 351,655 | $3,400 萬 | 0.01% | +8,562+2.5% | 加碼 |
| American Century Companies Inc | 339,861 | $3,286 萬 | 0.02% | +42,983+14.5% | 加碼 |
| CoreView Capital Management Ltd | 326,407 | $3,156 萬 | 4.10% | +138,900+74.1% | 加碼 |
| Perseverance Asset Management International | 313,144 | $3,028 萬 | 9.15% | +11,381+3.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 311,910 | $3,016 萬 | 0.06% | −22,635−6.8% | 減碼 |
| Ariose Capital Management Ltd | 303,670 | $2,936 萬 | 23.41% | +173,670+133.6% | 加碼 |
| Clark Capital Management Group, Inc. | 296,585 | $2,868 萬 | 0.26% | +296,585 | 新進 |
| Nordea Investment Management AB | 288,996 | $2,818 萬 | 0.04% | −99,225−25.6% | 減碼 |
| Canada Pension Plan Investment Board | 281,500 | $2,722 萬 | 0.04% | +281,500 | 新進 |
| State Street Corp | 280,533 | $2,712 萬 | 0.00% | −2,099−0.7% | 減碼 |
| Legal & General Group Plc | 275,301 | $2,662 萬 | 0.01% | −282,941−50.7% | 減碼 |
| Russell Investments Group, Ltd. | 255,501 | $2,471 萬 | 0.05% | +99,698+64.0% | 加碼 |
| Todd Asset Management LLC | 241,245 | $2,333 萬 | 0.54% | +7,514+3.2% | 加碼 |
| Great West Life Assurance Co | 233,668 | $2,268 萬 | 0.05% | −141,993−37.8% | 減碼 |
| Nomura Holdings Inc | 233,487 | $2,258 萬 | 0.23% | +32,736+16.3% | 加碼 |
| Keystone Investors Pte Ltd | 219,820 | $2,125 萬 | 3.69% | +219,820 | 新進 |
| Northern Trust Corp | 211,136 | $2,041 萬 | 0.00% | −11,287−5.1% | 減碼 |
| Ci Investments Inc. | 208,313 | $2,014 萬 | 0.10% | +73,725+54.8% | 加碼 |
| CI Private Wealth, LLC | 206,551 | $1,997 萬 | 0.05% | −34,235−14.2% | 減碼 |
| HSBC Holdings PLC | 175,692 | $1,699 萬 | 0.02% | −11,231−6.0% | 減碼 |
| Assenagon Asset Management S.A. | 168,701 | $1,631 萬 | 0.06% | +38,081+29.2% | 加碼 |
| Matthews International Capital Management LLC | 163,401 | $1,580 萬 | 1.85% | −105,927−39.3% | 減碼 |
| Prelude Capital Management, LLC | 153,307 | $1,482 萬 | 1.23% | +77,649+102.6% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 149,700 | $1,447 萬 | 0.31% | 00.0% | 不變 |
| UBS Group AG | 145,837 | $1,410 萬 | 0.01% | +35,670+32.4% | 加碼 |
| Federation des caisses Desjardins du Quebec | 141,848 | $1,372 萬 | 0.13% | −1,745−1.2% | 減碼 |
| Lazard Asset Management LLC | 138,932 | $1,343 萬 | 0.02% | +19,283+16.1% | 加碼 |
| Aviva PLC | 128,147 | $1,239 萬 | 0.05% | −5,123−3.8% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 127,600 | $1,234 萬 | 0.12% | 00.0% | 不變 |
| Apeiron Capital Ltd | 124,800 | $1,207 萬 | 7.29% | −116,589−48.3% | 減碼 |
| Capricorn Fund Managers Ltd | 124,020 | $1,199 萬 | 4.31% | +124,020 | 新進 |
| Bank of Nova Scotia | 113,951 | $1,102 萬 | 0.03% | +44,660+64.5% | 加碼 |
| LMR Partners LLP | 113,351 | $1,096 萬 | 0.25% | +113,351 | 新進 |
| Geode Capital Management, LLC | 109,742 | $1,061 萬 | 0.00% | −71,097−39.3% | 減碼 |
| Natixis Advisors, L.P. | 102,257 | $988.7 萬 | 0.03% | +11,493+12.7% | 加碼 |
| Money Concepts Capital Corp | 101,755 | $983.9 萬 | 1.00% | +101,755 | 新進 |
| Citadel Advisors LLC | 101,384 | $980.3 萬 | 0.01% | −167,050−62.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 98,100 | $948.5 萬 | 0.08% | +79,600+430.3% | 加碼 |
| Cubist Systematic Strategies, LLC | 95,107 | $919.6 萬 | 0.10% | +72,063+312.7% | 加碼 |
| Caxton Associates LP | 91,013 | $880.0 萬 | 1.30% | +91,013 | 新進 |
| Pinpoint Asset Management Ltd | 88,520 | $855.9 萬 | 0.01% | +88,040+18,341.7% | 加碼 |
| Norges Bank | 86,101 | $832.5 萬 | 0.00% | 00.0% | 不變 |
| KBC Group NV | 86,069 | $832.2 萬 | 0.03% | 00.0% | 不變 |
| Guinness Asset Management LTD | 85,741 | $829.1 萬 | 0.19% | −9,780−10.2% | 減碼 |
| Credit Suisse AG | 83,793 | $810.2 萬 | 0.01% | −50,296−37.5% | 減碼 |
| Barclays PLC | 81,759 | $790.5 萬 | 0.01% | −103,532−55.9% | 減碼 |
| Prudential Financial Inc | 81,746 | $790.4 萬 | 0.01% | +4,552+5.9% | 加碼 |
| Royal Bank of Canada | 79,252 | $766.2 萬 | 0.00% | −591−0.7% | 減碼 |
| Segantii Capital Management Ltd | 77,733 | $756.9 萬 | 0.46% | −118,267−60.3% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 78,035 | $754.5 萬 | 0.02% | +1,732+2.3% | 加碼 |
| Woodline Partners LP | 74,587 | $721.2 萬 | 0.09% | +74,587 | 新進 |
| Susquehanna International Group, LLP | 73,465 | $710.3 萬 | 0.01% | +28,300+62.7% | 加碼 |
| Edmond de Rothschild Holding S.A. | 72,061 | $696.8 萬 | 0.14% | +250+0.3% | 加碼 |
| Taika Capital, LP | 68,900 | $666.2 萬 | 3.65% | +30,500+79.4% | 加碼 |
| Exchange Traded Concepts, LLC | 63,756 | $616.5 萬 | 0.15% | +8,220+14.8% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 62,000 | $599.5 萬 | 0.05% | 00.0% | 不變 |
| Strategic Global Advisors, LLC | 61,711 | $596.7 萬 | 0.92% | −9,397−13.2% | 減碼 |
| Capital International Sarl | 59,325 | $573.6 萬 | 0.26% | +6,582+12.5% | 加碼 |
| Allianz Asset Management GmbH | 57,703 | $557.9 萬 | 0.01% | −16,045−21.8% | 減碼 |
| Boston Private Wealth LLC | 55,547 | $537.1 萬 | 0.10% | +1,921+3.6% | 加碼 |
| Wells Fargo & Company | 54,855 | $530.4 萬 | 0.00% | +384+0.7% | 加碼 |
| New York State Common Retirement Fund | 51,230 | $495.3 萬 | 0.01% | 00.0% | 不變 |
| Ilmarinen Mutual Pension Insurance Co | 50,735 | $490.6 萬 | 0.06% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 42,098 | $456.8 萬 | 0.10% | −428−1.0% | 減碼 |
| Thrivent Financial for Lutherans | 46,697 | $451.5 萬 | 0.01% | +2,766+6.3% | 加碼 |