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 4 季 13F 持有人
NetEase, Inc. 在 2023/12/31 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
- 402
- 較 2023 年第 3 季 +46 家
- 持有股數
- 7,161 萬
- 較 2023 年第 3 季 −413.1 萬 (−5.5%)
- 總市值
- $66.7 億
- 較 2023 年第 3 季 −$4.05 億 (−5.7%)
- 新進機構
- 89
- 另有 135 家加碼
- 清倉機構
- 43
- 另有 114 家減碼
另有 4 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 6,848,418 | $6.38 億 | 0.25% | −852,546−11.1% | 減碼 |
| Ninety One UK Ltd | 6,728,407 | $6.27 億 | 1.86% | −41,013−0.6% | 減碼 |
| Morgan Stanley | 4,338,963 | $4.04 億 | 0.04% | +1,189,756+37.8% | 加碼 |
| Invesco Ltd. | 3,726,041 | $3.47 億 | 0.08% | −2,960,308−44.3% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 2,785,653 | $2.60 億 | 9.26% | +505,120+22.1% | 加碼 |
| FMR LLC | 2,407,515 | $2.24 億 | 0.02% | −567,910−19.1% | 減碼 |
| Wellington Management Group LLP | 1,896,495 | $1.77 億 | 0.03% | +1,315,410+226.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,824,876 | $1.70 億 | 0.18% | +922,677+102.3% | 加碼 |
| Dodge & Cox | 1,799,026 | $1.68 億 | 0.11% | −950,500−34.6% | 減碼 |
| Tairen Capital Ltd | 1,763,709 | $1.64 億 | 11.51% | +1,763,709 | 新進 |
| FIL Ltd | 1,572,418 | $1.46 億 | 0.15% | +664,577+73.2% | 加碼 |
| Orbis Allan Gray Ltd | 1,540,737 | $1.44 億 | 0.90% | −83,396−5.1% | 減碼 |
| Fisher Asset Management, LLC | 1,390,535 | $1.30 億 | 0.07% | −28,581−2.0% | 減碼 |
| Massachusetts Financial Services Co | 1,386,932 | $1.29 億 | 0.04% | −198,568−12.5% | 減碼 |
| Man Group plc | 1,310,282 | $1.22 億 | 0.35% | – | – |
| BlackRock Inc. | 1,080,181 | $1.01 億 | 0.00% | +17,915+1.7% | 加碼 |
| Capital International Investors | 1,041,237 | $9,542 萬 | 0.02% | −3,726−0.4% | 減碼 |
| Millennium Management LLC | 1,014,681 | $9,453 萬 | 0.09% | +932,031+1,127.7% | 加碼 |
| Bank of America Corp | 1,000,951 | $9,325 萬 | 0.01% | +87,571+9.6% | 加碼 |
| WT Asset Management Ltd | 996,686 | $9,285 萬 | 11.67% | +789,499+381.1% | 加碼 |
| Alkeon Capital Management LLC | 942,638 | $8,782 萬 | 0.58% | −700,326−42.6% | 減碼 |
| Cederberg Capital Ltd | 936,375 | $8,723 萬 | 20.07% | 00.0% | 不變 |
| JPMorgan Chase & Co | 854,022 | $7,956 萬 | 0.01% | +74,628+9.6% | 加碼 |
| Renaissance Technologies LLC | 771,500 | $7,187 萬 | 0.11% | +176,700+29.7% | 加碼 |
| Eisler Capital (UK) Ltd. | 738,600 | $6,881 萬 | 6.26% | +738,600 | 新進 |
| Handelsbanken Fonder AB | 686,618 | $6,397 萬 | 0.31% | −181,360−20.9% | 減碼 |
| Jane Street Group, LLC | 678,820 | $6,324 萬 | 0.08% | +448,194+194.3% | 加碼 |
| Dimensional Fund Advisors LP | 670,120 | $6,223 萬 | 0.02% | −200,122−23.0% | 減碼 |
| Goldman Sachs Group Inc | 646,535 | $6,023 萬 | 0.01% | +265,076+69.5% | 加碼 |
| Aspex Management (HK) Ltd | 637,124 | $5,935 萬 | 1.74% | +637,124 | 新進 |
| Amundi | 616,064 | $5,510 萬 | 0.02% | −14,728−2.3% | 減碼 |
| Coatue Management LLC大師Coatue | 563,890 | $5,253 萬 | 0.22% | +563,890 | 新進 |
| Assenagon Asset Management S.A. | 511,454 | $4,765 萬 | 0.15% | +418,677+451.3% | 加碼 |
| Genesis Investment Management, LLP | 510,024 | $4,751 萬 | 9.31% | −248,612−32.8% | 減碼 |
| Ninety One North America, Inc. | 499,252 | $4,651 萬 | 2.27% | −80,317−13.9% | 減碼 |
| Capital International Inc | 476,339 | $4,438 萬 | 0.69% | −41,797−8.1% | 減碼 |
| Van Eck Associates Corp | 468,772 | $4,367 萬 | 0.08% | −55,132−10.5% | 減碼 |
| Robeco Institutional Asset Management B.V. | 444,698 | $4,143 萬 | 0.10% | −91,799−17.1% | 減碼 |
| American Century Companies Inc | 434,265 | $4,046 萬 | 0.03% | +43,943+11.3% | 加碼 |
| Deutsche Bank AG | 398,975 | $3,717 萬 | 0.02% | −5,379−1.3% | 減碼 |
| National Bank of Canada | 321,884 | $2,976 萬 | 0.05% | +317,002+6,493.3% | 加碼 |
| Clark Capital Management Group, Inc. | 303,171 | $2,824 萬 | 0.23% | −5,616−1.8% | 減碼 |
| Perseverance Asset Management International | 295,065 | $2,749 萬 | 6.55% | −40,553−12.1% | 減碼 |
| Canada Pension Plan Investment Board | 291,400 | $2,715 萬 | 0.03% | +291,400 | 新進 |
| Todd Asset Management LLC | 290,620 | $2,707 萬 | 0.60% | −3,935−1.3% | 減碼 |
| Keystone Investors Pte Ltd | 279,449 | $2,603 萬 | 2.19% | +69,022+32.8% | 加碼 |
| Legal & General Group Plc | 274,639 | $2,559 萬 | 0.01% | −3,059−1.1% | 減碼 |
| Nordea Investment Management AB | 271,915 | $2,539 萬 | 0.03% | −16,370−5.7% | 減碼 |
| Great West Life Assurance Co | 263,988 | $2,450 萬 | 0.05% | −6,482,258−96.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 262,195 | $2,443 萬 | 0.05% | −12,993−4.7% | 減碼 |
| Nomura Holdings Inc | 240,253 | $2,238 萬 | 0.20% | +6,891+3.0% | 加碼 |
| Northern Trust Corp | 233,884 | $2,179 萬 | 0.00% | +14,112+6.4% | 加碼 |
| Barclays PLC | 205,689 | $1,916 萬 | 0.01% | +127,044+161.5% | 加碼 |
| Carrhae Capital LLP | 205,205 | $1,912 萬 | 3.78% | +205,205 | 新進 |
| Neuberger Berman Group LLC | 197,395 | $1,839 萬 | 0.02% | +146,454+287.5% | 加碼 |
| Allianz Asset Management GmbH | 193,471 | $1,802 萬 | 0.03% | +117,443+154.5% | 加碼 |
| Causeway Capital Management LLC | 189,973 | $1,770 萬 | 0.45% | +189,973 | 新進 |
| Ariose Capital Management Ltd | 189,659 | $1,767 萬 | 6.89% | −138,982−42.3% | 減碼 |
| Monolith Management Ltd | 186,000 | $1,733 萬 | 9.07% | +186,000 | 新進 |
| Russell Investments Group, Ltd. | 180,889 | $1,685 萬 | 0.03% | −35,078−16.2% | 減碼 |
| AXA S.A. | 178,606 | $1,664 萬 | 0.05% | −196,771−52.4% | 減碼 |
| Ci Investments Inc. | 165,847 | $1,545 萬 | 0.08% | −32,520−16.4% | 減碼 |
| Schonfeld Strategic Advisors LLC | 157,400 | $1,466 萬 | 0.12% | +141,000+859.8% | 加碼 |
| MY.Alpha Management HK Advisors Ltd | 155,996 | $1,453 萬 | 7.51% | +155,996 | 新進 |
| Pinpoint Asset Management Ltd | 154,029 | $1,435 萬 | 3.18% | +154,029 | 新進 |
| Ameriprise Financial Inc | 152,935 | $1,424 萬 | 0.00% | −104,734−40.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 150,300 | $1,400 萬 | 0.13% | −4,300−2.8% | 減碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 149,700 | $1,395 萬 | 0.28% | 00.0% | 不變 |
| Point72 Hong Kong Ltd | 145,521 | $1,356 萬 | 0.83% | +145,521 | 新進 |
| Pictet Asset Management Holding SA | 145,138 | $1,352 萬 | 0.01% | +100,343+224.0% | 加碼 |
| Natixis Advisors, L.P. | 138,960 | $1,295 萬 | 0.03% | +7,616+5.8% | 加碼 |
| HSBC Holdings PLC | 134,507 | $1,253 萬 | 0.01% | −11,812−8.1% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 128,279 | $1,195 萬 | 0.03% | +38,148+42.3% | 加碼 |
| CI Private Wealth, LLC | 124,681 | $1,162 萬 | 0.02% | −52,578−29.7% | 減碼 |
| Susquehanna International Group, LLP | 118,169 | $1,101 萬 | 0.02% | −92,277−43.8% | 減碼 |
| Prelude Capital Management, LLC | 116,260 | $1,083 萬 | 0.94% | −38,365−24.8% | 減碼 |
| Thornburg Investment Management Inc | 109,318 | $1,018 萬 | 0.15% | +36,964+51.1% | 加碼 |
| Money Concepts Capital Corp | 108,931 | $1,015 萬 | 0.94% | −2,372−2.1% | 減碼 |
| Geode Capital Management, LLC | 100,627 | $937.4 萬 | 0.00% | −6,846−6.4% | 減碼 |
| Matthews International Capital Management LLC | 98,850 | $920.9 萬 | 1.29% | −33,909−25.5% | 減碼 |
| Royal Bank of Canada | 97,642 | $909.5 萬 | 0.00% | +11,582+13.5% | 加碼 |
| Envestnet Asset Management Inc | 96,943 | $903.1 萬 | 0.00% | +24,771+34.3% | 加碼 |
| Walleye Trading LLC | 95,638 | $891.0 萬 | 0.13% | +88,383+1,218.2% | 加碼 |
| Squarepoint Ops LLC | 91,264 | $850.2 萬 | 0.03% | +35,968+65.0% | 加碼 |
| Lazard Asset Management LLC | 87,604 | $816.0 萬 | 0.01% | −7,702−8.1% | 減碼 |
| UBS Group AG | 86,621 | $807.0 萬 | 0.00% | +20,244+30.5% | 加碼 |
| Citadel Advisors LLC | 82,253 | $766.3 萬 | 0.01% | −139,151−62.8% | 減碼 |
| Aviva PLC | 81,731 | $761.4 萬 | 0.03% | +3,303+4.2% | 加碼 |
| AI-Squared Management Ltd | 78,600 | $732.2 萬 | 9.33% | +78,600 | 新進 |
| Apeiron Capital Ltd | 77,983 | $726.5 萬 | 10.68% | 00.0% | 不變 |
| KBC Group NV | 76,693 | $714.5 萬 | 0.03% | −6,900−8.3% | 減碼 |
| Prudential Financial Inc | 76,649 | $714.1 萬 | 0.01% | −6,411−7.7% | 減碼 |
| Guinness Asset Management LTD | 74,181 | $691.0 萬 | 0.15% | −390−0.5% | 減碼 |
| State Street Corp | 72,214 | $672.7 萬 | 0.00% | −17,269−19.3% | 減碼 |
| Twinbeech Capital LP | 71,805 | $668.9 萬 | 0.11% | +71,805 | 新進 |
| Alberta Investment Management Corp | 68,276 | $636.1 萬 | 0.06% | +56,581+483.8% | 加碼 |
| Moran Wealth Management, LLC | 66,904 | $623.3 萬 | 0.22% | +66,904 | 新進 |
| Taika Capital, LP | 66,900 | $623.2 萬 | 3.62% | +2,400+3.7% | 加碼 |
| Wells Fargo & Company | 66,547 | $619.9 萬 | 0.00% | +7,511+12.7% | 加碼 |
| Artisan Partners Limited Partnership | 65,737 | $612.4 萬 | 0.01% | +65,737 | 新進 |