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
2025 年第 1 季 13F 持有人
NetEase, Inc. 在 2025/3/31 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
- 377
- 較 2024 年第 4 季 +15 家
- 持有股數
- 7,089 萬
- 較 2024 年第 4 季 +81.7 萬 (+1.2%)
- 總市值
- $70.1 億
- 較 2024 年第 4 季 +$7.52 億 (+12.0%)
- 新進機構
- 67
- 另有 122 家加碼
- 清倉機構
- 52
- 另有 115 家減碼
另有 6 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ninety One UK Ltd | 6,132,802 | $6.31 億 | 1.76% | −99,935−1.6% | 減碼 |
| UBS Asset Management Americas Inc | 5,384,242 | $5.54 億 | 0.14% | −394,271−6.8% | 減碼 |
| Capital World Investors | 3,732,998 | $3.84 億 | 0.06% | +7,952+0.2% | 加碼 |
| Orbis Allan Gray Ltd | 3,664,973 | $3.77 億 | 2.16% | −366,980−9.1% | 減碼 |
| Lazard Asset Management LLC | 3,613,724 | $3.72 億 | 0.57% | +13,930+0.4% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 3,575,098 | $3.68 億 | 11.40% | −57,772−1.6% | 減碼 |
| Dodge & Cox | 2,803,664 | $2.89 億 | 0.16% | +153,788+5.8% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 2,668,697 | $2.75 億 | 7.76% | +79,754+3.1% | 加碼 |
| Wellington Management Group LLP | 1,988,541 | $2.05 億 | 0.04% | +1,049,023+111.7% | 加碼 |
| Price T Rowe Associates Inc | 1,977,835 | $2.04 億 | 0.03% | +697,192+54.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,936,275 | $1.99 億 | 0.16% | −80,190−4.0% | 減碼 |
| Invesco Ltd. | 1,890,755 | $1.95 億 | 0.04% | −474,709−20.1% | 減碼 |
| Massachusetts Financial Services Co | 1,742,385 | $1.79 億 | 0.06% | −23,942−1.4% | 減碼 |
| FIL Ltd | 1,655,715 | $1.70 億 | 0.16% | −12,644−0.8% | 減碼 |
| Fisher Asset Management, LLC | 1,175,122 | $1.21 億 | 0.05% | +28,088+2.4% | 加碼 |
| FMR LLC | 1,151,179 | $1.18 億 | 0.01% | +373,637+48.1% | 加碼 |
| Morgan Stanley | 1,147,030 | $1.18 億 | 0.01% | −438,535−27.7% | 減碼 |
| Renaissance Technologies LLC | 1,034,088 | $1.06 億 | 0.16% | +47,200+4.8% | 加碼 |
| Bank of America Corp | 811,199 | $8,349 萬 | 0.01% | +6,005+0.7% | 加碼 |
| Man Group plc | 737,284 | $7,588 萬 | 0.23% | +29,016+4.1% | 加碼 |
| Dimensional Fund Advisors LP | 716,779 | $7,362 萬 | 0.02% | +897+0.1% | 加碼 |
| Mawer Investment Management Ltd. | 668,811 | $6,883 萬 | 0.33% | −32,831−4.7% | 減碼 |
| Capital International Investors | 655,807 | $6,659 萬 | 0.01% | −424,630−39.3% | 減碼 |
| Cederberg Capital Ltd | 644,975 | $6,638 萬 | 25.64% | −47,500−6.9% | 減碼 |
| BlackRock, Inc. | 641,577 | $6,603 萬 | 0.00% | −157,829−19.7% | 減碼 |
| American Century Companies Inc | 625,499 | $6,438 萬 | 0.04% | +57,045+10.0% | 加碼 |
| Van Eck Associates Corp | 621,181 | $6,393 萬 | 0.08% | +23,554+3.9% | 加碼 |
| Davis Selected Advisers | 596,114 | $6,135 萬 | 0.35% | −1,206−0.2% | 減碼 |
| Temasek Holdings (Private) Ltd | 594,507 | $6,119 萬 | 0.25% | +125,369+26.7% | 加碼 |
| UBS Group AG | 543,429 | $5,593 萬 | 0.01% | −287,506−34.6% | 減碼 |
| Handelsbanken Fonder AB | 502,115 | $5,168 萬 | 0.21% | +57,895+13.0% | 加碼 |
| Jane Street Group, LLC | 499,607 | $5,142 萬 | 0.09% | +217,486+77.1% | 加碼 |
| Amundi | 481,946 | $5,058 萬 | 0.02% | −57,945−10.7% | 減碼 |
| Capital International Inc | 473,629 | $4,875 萬 | 0.59% | −335−0.1% | 減碼 |
| Northern Trust Corp | 431,048 | $4,436 萬 | 0.01% | +395+0.1% | 加碼 |
| Nordea Investment Management AB | 326,854 | $3,334 萬 | 0.04% | +10,216+3.2% | 加碼 |
| Todd Asset Management LLC | 319,138 | $3,285 萬 | 0.77% | −516−0.2% | 減碼 |
| Ninety One North America, Inc. | 317,313 | $3,266 萬 | 2.20% | −20,223−6.0% | 減碼 |
| New York State Common Retirement Fund | 279,489 | $2,877 萬 | 0.04% | +279,489 | 新進 |
| SIH Partners, LLLP | 278,369 | $2,865 萬 | 2.51% | +278,369 | 新進 |
| JPMorgan Chase & Co | 246,805 | $2,540 萬 | 0.00% | −270,793−52.3% | 減碼 |
| WT Asset Management Ltd | 237,206 | $2,441 萬 | 2.85% | +207,793+706.5% | 加碼 |
| Legal & General Group Plc | 222,054 | $2,286 萬 | 0.01% | +28,724+14.9% | 加碼 |
| TT International Asset Management LTD | 212,964 | $2,192 萬 | 3.27% | +212,964 | 新進 |
| Royal Bank of Canada | 212,466 | $2,187 萬 | 0.00% | +118,042+125.0% | 加碼 |
| Perseverance Asset Management International | 206,350 | $2,124 萬 | 2.77% | −132,506−39.1% | 減碼 |
| LMR Partners LLP | 201,655 | $2,075 萬 | 0.42% | +201,655 | 新進 |
| Robeco Institutional Asset Management B.V. | 200,174 | $2,060 萬 | 0.04% | +3,283+1.7% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 194,700 | $2,004 萬 | 0.18% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 194,638 | $2,003 萬 | 0.03% | +118,861+156.9% | 加碼 |
| Neuberger Berman Group LLC | 193,939 | $1,994 萬 | 0.02% | +65,514+51.0% | 加碼 |
| Point72 Hong Kong Ltd | 174,689 | $1,798 萬 | 1.28% | +35,070+25.1% | 加碼 |
| Optiver Holding B.V. | 177,660 | $1,789 萬 | 0.69% | +92,655+109.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 169,762 | $1,747 萬 | 0.01% | +3,762+2.3% | 加碼 |
| Two Sigma Investments, LP | 164,973 | $1,698 萬 | 0.04% | −143,157−46.5% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 163,622 | $1,684 萬 | 0.19% | −1,899−1.1% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 154,165 | $1,587 萬 | 0.03% | −1,720−1.1% | 減碼 |
| Goldman Sachs Group Inc | 154,157 | $1,587 萬 | 0.00% | −83,178−35.0% | 減碼 |
| Aspex Management (HK) Ltd | 147,655 | $1,520 萬 | 0.39% | 00.0% | 不變 |
| Citigroup Inc | 137,542 | $1,416 萬 | 0.01% | −1,784−1.3% | 減碼 |
| Marshall Wace, LLP | 132,911 | $1,368 萬 | 0.02% | +132,911 | 新進 |
| Russell Investments Group, Ltd. | 116,689 | $1,201 萬 | 0.02% | −200,081−63.2% | 減碼 |
| CI Private Wealth, LLC | 116,645 | $1,201 萬 | 0.02% | −251−0.2% | 減碼 |
| Millennium Management LLC | 106,877 | $1,100 萬 | 0.01% | −592,501−84.7% | 減碼 |
| Citadel Advisors LLC | 103,889 | $1,069 萬 | 0.01% | −134,853−56.5% | 減碼 |
| Ariose Capital Management Ltd | 103,300 | $1,063 萬 | 11.66% | +103,300 | 新進 |
| Apeiron Capital Ltd | 97,821 | $1,007 萬 | 4.63% | −31,500−24.4% | 減碼 |
| Point72 Asset Management, L.P. | 96,839 | $996.7 萬 | 0.03% | −28,939−23.0% | 減碼 |
| Public Employees Retirement System of Ohio | 95,357 | $981.4 萬 | 0.04% | −32,959−25.7% | 減碼 |
| Guinness Asset Management LTD | 95,102 | $978.7 萬 | 0.19% | +7,581+8.7% | 加碼 |
| National Bank of Canada | 91,500 | $941.7 萬 | 0.01% | −465,726−83.6% | 減碼 |
| Geode Capital Management, LLC | 89,636 | $922.5 萬 | 0.00% | −17,670−16.5% | 減碼 |
| Tairen Capital Ltd | 87,646 | $902.1 萬 | 0.60% | +87,646 | 新進 |
| Old Mission Capital LLC | 83,446 | $858.8 萬 | 0.17% | +83,446 | 新進 |
| Wells Fargo & Company | 82,624 | $850.4 萬 | 0.00% | −10,229−11.0% | 減碼 |
| Mackenzie Financial Corp | 79,944 | $822.8 萬 | 0.01% | +79,944 | 新進 |
| Aviva PLC | 78,433 | $807.2 萬 | 0.02% | +19,347+32.7% | 加碼 |
| Envestnet Asset Management Inc | 74,500 | $766.8 萬 | 0.00% | +10,757+16.9% | 加碼 |
| State Street Corp | 73,962 | $761.2 萬 | 0.00% | −11,926−13.9% | 減碼 |
| State of New Jersey Common Pension Fund D | 73,875 | $760.3 萬 | 0.03% | 00.0% | 不變 |
| Harding Loevner LP | 70,471 | $725.3 萬 | 0.06% | +70,471 | 新進 |
| Trexquant Investment LP | 70,297 | $723.5 萬 | 0.08% | +70,297 | 新進 |
| HRT Financial LP | 66,189 | $681.2 萬 | 0.04% | +66,189 | 新進 |
| HSBC Holdings PLC | 65,584 | $673.0 萬 | 0.00% | +42,577+185.1% | 加碼 |
| Ci Investments Inc. | 62,054 | $638.7 萬 | 0.03% | −2,848−4.4% | 減碼 |
| Ninety One SA (PTY) Ltd | 58,513 | $602.3 萬 | 1.12% | +53,799+1,141.3% | 加碼 |
| Ativo Capital Management LLC | 56,199 | $578.4 萬 | 4.95% | +14,849+35.9% | 加碼 |
| Natixis Advisors, L.P. | 55,198 | $568.1 萬 | 0.01% | −82−0.1% | 減碼 |
| Strategic Global Advisors, LLC | 55,114 | $567.2 萬 | 1.12% | −708−1.3% | 減碼 |
| Veritas Asset Management LLP | 55,069 | $566.8 萬 | 0.06% | 00.0% | 不變 |
| FengHe Fund Management Pte. Ltd. | 54,000 | $555.8 萬 | 2.08% | −288,600−84.2% | 減碼 |
| Qube Research & Technologies Ltd | 53,890 | $554.6 萬 | 0.01% | +53,890 | 新進 |
| Taikang Asset Management (Hong Kong) Co Ltd | 53,800 | $553.7 萬 | 0.75% | +34,000+171.7% | 加碼 |
| XY Capital Ltd | 53,120 | $546.7 萬 | 3.60% | +53,120 | 新進 |
| Nan Fung Trinity (HK) Ltd | 50,300 | $517.7 萬 | 0.82% | −49,000−49.3% | 減碼 |
| Schroder Investment Management Group | 50,142 | $516.1 萬 | 0.01% | +37,257+289.2% | 加碼 |
| Pictet Asset Management Holding SA | 47,738 | $491.3 萬 | 0.01% | −86,375−64.4% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 45,300 | $466.2 萬 | 0.02% | +45,300 | 新進 |
| Optimas Capital Ltd | 43,986 | $452.7 萬 | 7.69% | −21,315−32.6% | 減碼 |
| KBC Group NV | 43,625 | $449.0 萬 | 0.01% | +688+1.6% | 加碼 |