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 4 季 13F 持有人
NetEase, Inc. 在 2024/12/31 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
- 368
- 較 2024 年第 3 季 +8 家
- 持有股數
- 7,009 萬
- 較 2024 年第 3 季 +61.5 萬 (+0.9%)
- 總市值
- $62.6 億
- 較 2024 年第 3 季 −$7,253 萬 (−1.1%)
- 新進機構
- 64
- 另有 105 家加碼
- 清倉機構
- 56
- 另有 134 家減碼
另有 6 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Kadensa Capital Ltd | 122,354 | $1,092 萬 | 1.33% | −18,698−13.3% | 減碼 |
| MY.Alpha Management HK Advisors Ltd | 124,730 | $1,113 萬 | 4.89% | +124,730 | 新進 |
| Point72 Asset Management, L.P. | 125,778 | $1,122 萬 | 0.03% | +39,911+46.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 127,873 | $1,141 萬 | 0.01% | −393,700−75.5% | 減碼 |
| Public Employees Retirement System of Ohio | 128,316 | $1,145 萬 | 0.04% | +3,883+3.1% | 加碼 |
| Neuberger Berman Group LLC | 128,425 | $1,146 萬 | 0.01% | +7,978+6.6% | 加碼 |
| Apeiron Capital Ltd | 129,321 | $1,154 萬 | 4.30% | +22,000+20.5% | 加碼 |
| Pictet Asset Management Holding SA | 134,113 | $1,196 萬 | 0.01% | +125,513+1,459.5% | 加碼 |
| Citigroup Inc | 139,326 | $1,243 萬 | 0.01% | +88,977+176.7% | 加碼 |
| Point72 Hong Kong Ltd | 139,619 | $1,246 萬 | 0.78% | +118,341+556.2% | 加碼 |
| Aspex Management (HK) Ltd | 147,655 | $1,317 萬 | 0.36% | +147,655 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 155,885 | $1,391 萬 | 0.03% | +4,689+3.1% | 加碼 |
| Coronation Fund Managers Ltd. | 160,793 | $1,434 萬 | 0.84% | −987−0.6% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 165,521 | $1,477 萬 | 0.16% | +121,318+274.5% | 加碼 |
| BNP Paribas Arbitrage, SA | 166,000 | $1,481 萬 | 0.01% | +7,543+4.8% | 加碼 |
| Legal & General Group Plc | 193,330 | $1,725 萬 | 0.00% | −2,842−1.4% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 194,700 | $1,737 萬 | 0.15% | +13,000+7.2% | 加碼 |
| Robeco Institutional Asset Management B.V. | 196,891 | $1,756 萬 | 0.03% | −75,741−27.8% | 減碼 |
| Goldman Sachs Group Inc | 237,335 | $2,117 萬 | 0.00% | −110,758−31.8% | 減碼 |
| Citadel Advisors LLC | 238,742 | $2,130 萬 | 0.02% | +188,363+373.9% | 加碼 |
| Jane Street Group, LLC | 282,121 | $2,517 萬 | 0.04% | −32,466−10.3% | 減碼 |
| Broad Peak Investment Advisers Pte Ltd | 297,262 | $2,652 萬 | 13.42% | −37,738−11.3% | 減碼 |
| Two Sigma Investments, LP | 308,130 | $2,749 萬 | 0.06% | −46,486−13.1% | 減碼 |
| Russell Investments Group, Ltd. | 316,770 | $2,826 萬 | 0.04% | +237,028+297.2% | 加碼 |
| Nordea Investment Management AB | 316,638 | $2,842 萬 | 0.03% | −71,152−18.3% | 減碼 |
| Todd Asset Management LLC | 319,654 | $2,852 萬 | 0.68% | +4,711+1.5% | 加碼 |
| Ninety One North America, Inc. | 337,536 | $3,011 萬 | 1.86% | −7,781−2.3% | 減碼 |
| Perseverance Asset Management International | 338,856 | $3,023 萬 | 4.07% | −649,997−65.7% | 減碼 |
| FengHe Fund Management Pte. Ltd. | 342,600 | $3,056 萬 | 9.02% | +342,600 | 新進 |
| Voloridge Investment Management, LLC | 346,082 | $3,087 萬 | 0.11% | −728,762−67.8% | 減碼 |
| Oaktree Capital Management LP大師橡樹資本 | 399,694 | $3,566 萬 | 0.68% | +167,100+71.8% | 加碼 |
| Northern Trust Corp | 430,653 | $3,842 萬 | 0.01% | +250,111+138.5% | 加碼 |
| Handelsbanken Fonder AB | 444,220 | $3,963 萬 | 0.15% | −23,000−4.9% | 減碼 |
| Temasek Holdings (Private) Ltd | 469,138 | $4,185 萬 | 0.17% | −81,580−14.8% | 減碼 |
| Capital International Inc | 473,964 | $4,228 萬 | 0.50% | −18,259−3.7% | 減碼 |
| JPMorgan Chase & Co | 517,598 | $4,617 萬 | 0.00% | −90,548−14.9% | 減碼 |
| National Bank of Canada | 557,226 | $4,971 萬 | 0.06% | +557,226 | 新進 |
| Amundi | 539,891 | $4,982 萬 | 0.02% | −29,127−5.1% | 減碼 |
| American Century Companies Inc | 568,454 | $5,071 萬 | 0.03% | +34,255+6.4% | 加碼 |
| Davis Selected Advisers | 597,320 | $5,329 萬 | 0.31% | +597,320 | 新進 |
| Van Eck Associates Corp | 597,627 | $5,331 萬 | 0.07% | −68,784−10.3% | 減碼 |
| Cederberg Capital Ltd | 692,475 | $6,178 萬 | 20.97% | 00.0% | 不變 |
| Millennium Management LLC | 699,378 | $6,239 萬 | 0.05% | +529,522+311.7% | 加碼 |
| Mawer Investment Management Ltd. | 701,642 | $6,259 萬 | 0.28% | +701,642 | 新進 |
| Man Group plc | 708,268 | $6,318 萬 | 0.19% | +350,578+98.0% | 加碼 |
| Dimensional Fund Advisors LP | 715,882 | $6,387 萬 | 0.02% | +73,349+11.4% | 加碼 |
| FMR LLC | 777,542 | $6,936 萬 | 0.00% | −991,701−56.1% | 減碼 |
| BlackRock, Inc. | 799,406 | $7,131 萬 | 0.00% | −765,601−48.9% | 減碼 |
| Bank of America Corp | 805,194 | $7,183 萬 | 0.01% | −249,150−23.6% | 減碼 |
| UBS Group AG | 830,935 | $7,413 萬 | 0.02% | −11,864−1.4% | 減碼 |
| Wellington Management Group LLP | 939,518 | $8,381 萬 | 0.02% | −80,695−7.9% | 減碼 |
| Renaissance Technologies LLC | 986,888 | $8,804 萬 | 0.13% | +38,788+4.1% | 加碼 |
| Capital International Investors | 1,080,437 | $9,640 萬 | 0.02% | +3,326+0.3% | 加碼 |
| Fisher Asset Management, LLC | 1,147,034 | $1.02 億 | 0.04% | +1,377+0.1% | 加碼 |
| Price T Rowe Associates Inc | 1,280,643 | $1.14 億 | 0.01% | +135,180+11.8% | 加碼 |
| Morgan Stanley | 1,585,565 | $1.41 億 | 0.01% | −207,127−11.6% | 減碼 |
| FIL Ltd | 1,668,359 | $1.49 億 | 0.14% | +1,027,102+160.2% | 加碼 |
| Massachusetts Financial Services Co | 1,766,327 | $1.58 億 | 0.05% | +100,922+6.1% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 2,016,465 | $1.80 億 | 0.14% | +54,899+2.8% | 加碼 |
| Invesco Ltd. | 2,365,464 | $2.11 億 | 0.04% | +1,107,363+88.0% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 2,588,943 | $2.31 億 | 8.00% | 00.0% | 不變 |
| Dodge & Cox | 2,649,876 | $2.36 億 | 0.14% | +15,900+0.6% | 加碼 |
| Lazard Asset Management LLC | 3,599,794 | $3.21 億 | 0.47% | +69,789+2.0% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 3,632,870 | $3.24 億 | 10.24% | +354,273+10.8% | 加碼 |
| Capital World Investors | 3,725,046 | $3.32 億 | 0.05% | +1,074,818+40.6% | 加碼 |
| Orbis Allan Gray Ltd | 4,031,953 | $3.60 億 | 1.94% | +550,741+15.8% | 加碼 |
| UBS Asset Management Americas Inc | 5,778,513 | $5.16 億 | 0.12% | −479,929−7.7% | 減碼 |
| Ninety One UK Ltd | 6,232,737 | $5.56 億 | 1.49% | −162,139−2.5% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −418,000−100.0% | 清倉 |
| Oceanlink Management Ltd. | 0 | $0 | 0.00% | −283,797−100.0% | 清倉 |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −278,875−100.0% | 清倉 |
| TT International Asset Management LTD | 0 | $0 | 0.00% | −276,169−100.0% | 清倉 |
| Norges Bank | 0 | $0 | 0.00% | −172,633−100.0% | 清倉 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −119,920−100.0% | 清倉 |
| Coatue Management LLC大師Coatue | 0 | $0 | 0.00% | −94,336−100.0% | 清倉 |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −90,800−100.0% | 清倉 |
| Steamboat Capital Partners, LLC | 0 | $0 | 0.00% | −73,561−100.0% | 清倉 |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −69,430−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −66,018−100.0% | 清倉 |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −72,597−100.0% | 清倉 |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −53,288−100.0% | 清倉 |
| AI-Squared Management Ltd | 0 | $0 | 0.00% | −45,548−100.0% | 清倉 |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −37,882−100.0% | 清倉 |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −35,200−100.0% | 清倉 |
| QVT Financial LP | 0 | $0 | 0.00% | −31,394−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −28,684−100.0% | 清倉 |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −22,373−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −20,501−100.0% | 清倉 |
| Marshall Financial Group LLC | 0 | $0 | 0.00% | −18,254−100.0% | 清倉 |
| SIH Partners, LLLP | 0 | $0 | 0.00% | −15,675−100.0% | 清倉 |
| Advisory Resource Group | 0 | $0 | 0.00% | −12,626−100.0% | 清倉 |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −12,200−100.0% | 清倉 |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −11,574−100.0% | 清倉 |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −8,849−100.0% | 清倉 |
| Naviter Wealth, LLC | 0 | $0 | 0.00% | −8,427−100.0% | 清倉 |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −8,035−100.0% | 清倉 |
| Omers Administration Corp | 0 | $0 | 0.00% | −6,400−100.0% | 清倉 |
| Central Asset Investments & Management Holdings (HK) Ltd | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −4,647−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,247−100.0% | 清倉 |