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、1 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
2024 年第 1 季 13F 持有人
NetEase, Inc. 在 2024/3/31 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
- 403
- 較 2023 年第 4 季 +6 家
- 持有股數
- 7,306 萬
- 較 2023 年第 4 季 +146.2 萬 (+2.0%)
- 總市值
- $74.9 億
- 較 2023 年第 4 季 +$8.24 億 (+12.4%)
- 新進機構
- 68
- 另有 137 家加碼
- 清倉機構
- 62
- 另有 145 家減碼
另有 5 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ninety One UK Ltd | 6,414,043 | $6.64 億 | 1.86% | −314,364−4.7% | 減碼 |
| UBS Asset Management Americas Inc | 6,058,806 | $6.27 億 | 0.22% | −789,612−11.5% | 減碼 |
| Morgan Stanley | 4,725,851 | $4.89 億 | 0.04% | +386,888+8.9% | 加碼 |
| FMR LLC | 3,503,706 | $3.63 億 | 0.02% | +1,096,191+45.5% | 加碼 |
| Bank of America Corp | 2,796,715 | $2.89 億 | 0.03% | +1,795,764+179.4% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 2,567,653 | $2.66 億 | 8.24% | −218,000−7.8% | 減碼 |
| Invesco Ltd. | 2,356,156 | $2.44 億 | 0.05% | −1,369,885−36.8% | 減碼 |
| Wellington Management Group LLP | 1,641,177 | $1.70 億 | 0.03% | −255,318−13.5% | 減碼 |
| Massachusetts Financial Services Co | 1,589,603 | $1.64 億 | 0.05% | +202,671+14.6% | 加碼 |
| Orbis Allan Gray Ltd | 1,551,180 | $1.61 億 | 0.96% | +10,443+0.7% | 加碼 |
| Aspex Management (HK) Ltd | 1,503,704 | $1.56 億 | 4.21% | +866,580+136.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,451,913 | $1.50 億 | 0.14% | −372,963−20.4% | 減碼 |
| BlackRock Inc. | 1,312,309 | $1.36 億 | 0.00% | +232,128+21.5% | 加碼 |
| Fisher Asset Management, LLC | 1,158,707 | $1.20 億 | 0.06% | −231,828−16.7% | 減碼 |
| Millennium Management LLC | 1,108,385 | $1.15 億 | 0.10% | +93,704+9.2% | 加碼 |
| Oceanlink Management Ltd. | 1,103,413 | $1.14 億 | 18.31% | +1,103,413 | 新進 |
| Capital International Investors | 1,052,966 | $1.09 億 | 0.02% | +11,729+1.1% | 加碼 |
| Price T Rowe Associates Inc | 1,001,816 | $1.04 億 | 0.01% | +1,001,816 | 新進 |
| Dodge & Cox | 947,126 | $9,800 萬 | 0.06% | −851,900−47.4% | 減碼 |
| Man Group plc | 936,675 | $9,692 萬 | 0.26% | −373,607−28.5% | 減碼 |
| Alkeon Capital Management LLC | 867,638 | $8,977 萬 | 0.49% | −75,000−8.0% | 減碼 |
| Cederberg Capital Ltd | 833,675 | $8,626 萬 | 23.92% | −102,700−11.0% | 減碼 |
| Tairen Capital Ltd | 833,048 | $8,620 萬 | 5.27% | −930,661−52.8% | 減碼 |
| Lazard Asset Management LLC | 792,357 | $8,198 萬 | 0.10% | +704,753+804.5% | 加碼 |
| Goldman Sachs Group Inc | 764,731 | $7,913 萬 | 0.02% | +118,196+18.3% | 加碼 |
| JPMorgan Chase & Co | 749,361 | $7,754 萬 | 0.01% | −104,661−12.3% | 減碼 |
| Handelsbanken Fonder AB | 659,618 | $6,825 萬 | 0.29% | −27,000−3.9% | 減碼 |
| FIL Ltd | 630,694 | $6,526 萬 | 0.06% | −941,724−59.9% | 減碼 |
| Renaissance Technologies LLC | 610,500 | $6,317 萬 | 0.10% | −161,000−20.9% | 減碼 |
| Van Eck Associates Corp | 580,515 | $6,007 萬 | 0.09% | +111,743+23.8% | 加碼 |
| Point72 Hong Kong Ltd | 580,427 | $6,006 萬 | 3.03% | +434,906+298.9% | 加碼 |
| Amundi | 605,496 | $5,601 萬 | 0.02% | −10,568−1.7% | 減碼 |
| Ninety One North America, Inc. | 525,586 | $5,438 萬 | 2.64% | +26,334+5.3% | 加碼 |
| Capital International Inc | 506,824 | $5,244 萬 | 0.71% | +30,485+6.4% | 加碼 |
| Genesis Investment Management, LLP | 503,132 | $5,206 萬 | 10.86% | −6,892−1.4% | 減碼 |
| Dimensional Fund Advisors LP | 493,187 | $5,103 萬 | 0.01% | −176,933−26.4% | 減碼 |
| TT International Asset Management LTD | 488,834 | $5,058 萬 | 4.79% | +488,834 | 新進 |
| Deutsche Bank AG | 487,162 | $5,041 萬 | 0.02% | +88,187+22.1% | 加碼 |
| WT Asset Management Ltd | 480,869 | $4,976 萬 | 5.01% | −515,817−51.8% | 減碼 |
| Assenagon Asset Management S.A. | 465,742 | $4,819 萬 | 0.13% | −45,712−8.9% | 減碼 |
| American Century Companies Inc | 458,729 | $4,746 萬 | 0.03% | +24,464+5.6% | 加碼 |
| Robeco Institutional Asset Management B.V. | 429,409 | $4,443 萬 | 0.10% | −15,289−3.4% | 減碼 |
| Carrhae Capital LLP | 388,115 | $4,016 萬 | 7.87% | +182,910+89.1% | 加碼 |
| Ariose Capital Management Ltd | 370,721 | $3,836 萬 | 20.20% | +181,062+95.5% | 加碼 |
| Clark Capital Management Group, Inc. | 363,314 | $3,759 萬 | 0.28% | +60,143+19.8% | 加碼 |
| Perseverance Asset Management International | 358,219 | $3,706 萬 | 6.69% | +63,154+21.4% | 加碼 |
| Jane Street Group, LLC | 339,016 | $3,508 萬 | 0.05% | −339,804−50.1% | 減碼 |
| Broad Peak Investment Holdings Ltd. | 335,000 | $3,466 萬 | 6.52% | +335,000 | 新進 |
| Canada Pension Plan Investment Board | 327,400 | $3,388 萬 | 0.04% | +36,000+12.4% | 加碼 |
| Nordea Investment Management AB | 318,550 | $3,306 萬 | 0.04% | +46,635+17.2% | 加碼 |
| Todd Asset Management LLC | 318,143 | $3,292 萬 | 0.67% | +27,523+9.5% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 313,900 | $3,248 萬 | 0.11% | +291,919+1,328.1% | 加碼 |
| Voloridge Investment Management, LLC | 282,396 | $2,922 萬 | 0.11% | +282,396 | 新進 |
| Legal & General Group Plc | 261,943 | $2,710 萬 | 0.01% | −12,696−4.6% | 減碼 |
| Citadel Advisors LLC | 257,810 | $2,668 萬 | 0.03% | +175,557+213.4% | 加碼 |
| Causeway Capital Management LLC | 254,244 | $2,631 萬 | 0.69% | +64,271+33.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 278,802 | $2,578 萬 | 0.06% | +16,607+6.3% | 加碼 |
| Oxbow Capital Management (HK) Ltd | 245,000 | $2,535 萬 | 10.12% | +245,000 | 新進 |
| AXA S.A. | 238,580 | $2,469 萬 | 0.07% | +59,974+33.6% | 加碼 |
| Point72 Asset Management, L.P. | 232,000 | $2,401 萬 | 0.07% | +232,000 | 新進 |
| Northern Trust Corp | 225,160 | $2,330 萬 | 0.00% | −8,724−3.7% | 減碼 |
| Neuberger Berman Group LLC | 222,195 | $2,299 萬 | 0.02% | +24,800+12.6% | 加碼 |
| MY.Alpha Management HK Advisors Ltd | 220,476 | $2,281 萬 | 8.56% | +64,480+41.3% | 加碼 |
| Allianz Asset Management GmbH | 206,674 | $2,138 萬 | 0.04% | +13,203+6.8% | 加碼 |
| Great West Life Assurance Co | 195,875 | $2,027 萬 | 0.04% | −68,113−25.8% | 減碼 |
| UBS Group AG | 189,510 | $1,961 萬 | 0.01% | +102,889+118.8% | 加碼 |
| Monolith Management Ltd | 186,000 | $1,925 萬 | 7.64% | 00.0% | 不變 |
| HSBC Holdings PLC | 182,486 | $1,887 萬 | 0.01% | +47,979+35.7% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 181,700 | $1,880 萬 | 0.17% | +31,400+20.9% | 加碼 |
| Ci Investments Inc. | 165,568 | $1,713 萬 | 0.07% | −279−0.2% | 減碼 |
| Nan Fung Trinity (HK) Ltd | 158,300 | $1,638 萬 | 3.73% | +158,300 | 新進 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 149,700 | $1,549 萬 | 0.34% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 138,454 | $1,433 萬 | 0.03% | −506−0.4% | 減碼 |
| Prelude Capital Management, LLC | 134,493 | $1,392 萬 | 0.95% | +18,233+15.7% | 加碼 |
| Kadensa Capital Ltd | 132,567 | $1,372 萬 | 3.72% | +132,567 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 134,344 | $1,326 萬 | 0.03% | +6,065+4.7% | 加碼 |
| Russell Investments Group, Ltd. | 123,208 | $1,275 萬 | 0.02% | −57,681−31.9% | 減碼 |
| Royal Bank of Canada | 122,914 | $1,272 萬 | 0.00% | +25,272+25.9% | 加碼 |
| Crossmark Global Holdings, Inc. | 120,429 | $1,246 萬 | 0.24% | +78,024+184.0% | 加碼 |
| Thornburg Investment Management Inc | 119,727 | $1,239 萬 | 0.17% | +10,409+9.5% | 加碼 |
| CI Private Wealth, LLC | 116,654 | $1,207 萬 | 0.02% | −8,027−6.4% | 減碼 |
| First Trust Advisors LP | 114,245 | $1,182 萬 | 0.01% | +62,858+122.3% | 加碼 |
| Money Concepts Capital Corp | 111,770 | $1,156 萬 | 1.07% | +2,839+2.6% | 加碼 |
| Coatue Management LLC大師Coatue | 104,188 | $1,078 萬 | 0.04% | −459,702−81.5% | 減碼 |
| Envestnet Asset Management Inc | 103,237 | $1,068 萬 | 0.00% | +6,294+6.5% | 加碼 |
| Geode Capital Management, LLC | 101,314 | $1,048 萬 | 0.00% | +687+0.7% | 加碼 |
| State Street Corp | 99,623 | $1,031 萬 | 0.00% | +27,409+38.0% | 加碼 |
| SIH Partners, LLLP | 93,197 | $964.3 萬 | 7.10% | +77,469+492.6% | 加碼 |
| Prudential Financial Inc | 86,808 | $898.2 萬 | 0.01% | +10,159+13.3% | 加碼 |
| Kingdon Capital Management, L.L.C. | 85,000 | $879.5 萬 | 1.16% | +85,000 | 新進 |
| Boothbay Fund Management, LLC | 84,146 | $870.7 萬 | 0.26% | +69,270+465.6% | 加碼 |
| Aviva PLC | 83,341 | $862.3 萬 | 0.03% | +1,610+2.0% | 加碼 |
| Cubist Systematic Strategies, LLC | 81,921 | $847.6 萬 | 0.10% | +67,803+480.3% | 加碼 |
| Guinness Asset Management LTD | 80,371 | $831.6 萬 | 0.17% | +6,190+8.3% | 加碼 |
| Metavasi Capital LP | 80,000 | $827.8 萬 | 5.12% | +80,000 | 新進 |
| Apeiron Capital Ltd | 77,983 | $806.9 萬 | 4.08% | 00.0% | 不變 |
| Matthews International Capital Management LLC | 77,206 | $798.9 萬 | 1.57% | −21,644−21.9% | 減碼 |
| Ameriprise Financial Inc | 76,304 | $789.0 萬 | 0.00% | −76,631−50.1% | 減碼 |
| Credit Suisse AG | 76,086 | $787.3 萬 | 0.01% | +11,211+17.3% | 加碼 |
| Squarepoint Ops LLC | 72,762 | $752.9 萬 | 0.03% | −18,502−20.3% | 減碼 |