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
2025 年第 2 季 13F 持有人
NetEase, Inc. 在 2025/6/30 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
- 433
- 較 2025 年第 1 季 +62 家
- 持有股數
- 5,285 萬
- 較 2025 年第 1 季 −1,798 萬 (−25.4%)
- 總市值
- $71.1 億
- 較 2025 年第 1 季 +$1.10 億 (+1.6%)
- 新進機構
- 111
- 另有 140 家加碼
- 清倉機構
- 49
- 另有 116 家減碼
另有 6 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ninety One UK Ltd | 6,267,769 | $8.44 億 | 1.98% | +134,967+2.2% | 加碼 |
| Orbis Allan Gray Ltd | 3,507,214 | $4.72 億 | 2.30% | −157,759−4.3% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 3,486,000 | $4.69 億 | 16.33% | −89,098−2.5% | 減碼 |
| Dodge & Cox | 2,745,776 | $3.70 億 | 0.21% | −57,888−2.1% | 減碼 |
| Harding Loevner LP | 2,582,636 | $3.48 億 | 2.34% | +2,512,165+3,564.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,977,146 | $2.66 億 | 0.19% | +40,871+2.1% | 加碼 |
| FMR LLC | 1,701,863 | $2.29 億 | 0.01% | +550,684+47.8% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 1,663,668 | $2.24 億 | 7.21% | −1,005,029−37.7% | 減碼 |
| Capital World Investors | 1,551,114 | $2.09 億 | 0.03% | −2,181,884−58.4% | 減碼 |
| Massachusetts Financial Services Co | 1,502,902 | $2.02 億 | 0.06% | −239,483−13.7% | 減碼 |
| Invesco Ltd. | 1,439,557 | $1.94 億 | 0.03% | −451,198−23.9% | 減碼 |
| Renaissance Technologies LLC | 1,089,088 | $1.47 億 | 0.19% | +55,000+5.3% | 加碼 |
| Fisher Asset Management, LLC | 1,082,191 | $1.46 億 | 0.06% | −92,931−7.9% | 減碼 |
| Man Group plc | 983,156 | $1.32 億 | 0.29% | +245,872+33.3% | 加碼 |
| Wellington Management Group LLP | 881,984 | $1.19 億 | 0.02% | −1,106,557−55.6% | 減碼 |
| BlackRock, Inc. | 787,737 | $1.06 億 | 0.00% | +146,160+22.8% | 加碼 |
| Morgan Stanley | 786,756 | $1.06 億 | 0.01% | −360,274−31.4% | 減碼 |
| American Century Companies Inc | 748,450 | $1.01 億 | 0.05% | +122,951+19.7% | 加碼 |
| Dimensional Fund Advisors LP | 729,622 | $9,816 萬 | 0.02% | +12,843+1.8% | 加碼 |
| Cederberg Capital Ltd | 644,975 | $8,680 萬 | 31.87% | 00.0% | 不變 |
| Davis Selected Advisers | 593,347 | $7,985 萬 | 0.43% | −2,767−0.5% | 減碼 |
| Van Eck Associates Corp | 574,804 | $7,736 萬 | 0.09% | −46,377−7.5% | 減碼 |
| Capital International Investors | 575,983 | $7,672 萬 | 0.01% | −79,824−12.2% | 減碼 |
| UBS Group AG | 527,561 | $7,100 萬 | 0.01% | −15,868−2.9% | 減碼 |
| Handelsbanken Fonder AB | 512,115 | $6,892 萬 | 0.24% | +10,000+2.0% | 加碼 |
| Northern Trust Corp | 507,149 | $6,825 萬 | 0.01% | +76,101+17.7% | 加碼 |
| Bank of America Corp | 495,631 | $6,670 萬 | 0.01% | −315,568−38.9% | 減碼 |
| Ninety One North America, Inc. | 483,745 | $6,510 萬 | 3.20% | +166,432+52.5% | 加碼 |
| Mawer Investment Management Ltd. | 463,490 | $6,238 萬 | 0.32% | −205,321−30.7% | 減碼 |
| Clark Capital Management Group, Inc. | 455,232 | $6,127 萬 | 0.43% | +455,232 | 新進 |
| Causeway Capital Management LLC | 441,494 | $5,942 萬 | 0.94% | +441,494 | 新進 |
| Amundi | 437,794 | $5,823 萬 | 0.02% | −44,152−9.2% | 減碼 |
| SIH Partners, LLLP | 404,821 | $5,448 萬 | 5.17% | +126,452+45.4% | 加碼 |
| Lazard Asset Management LLC | 395,600 | $5,324 萬 | 0.07% | −3,218,124−89.1% | 減碼 |
| Temasek Holdings (Private) Ltd | 366,075 | $4,927 萬 | 0.19% | −228,432−38.4% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 332,195 | $4,471 萬 | 0.44% | +168,573+103.0% | 加碼 |
| Todd Asset Management LLC | 322,481 | $4,340 萬 | 0.94% | +3,343+1.0% | 加碼 |
| Nordea Investment Management AB | 319,208 | $4,287 萬 | 0.04% | −7,646−2.3% | 減碼 |
| Envestnet Asset Management Inc | 264,463 | $3,559 萬 | 0.01% | +189,963+255.0% | 加碼 |
| Jane Street Group, LLC | 257,603 | $3,467 萬 | 0.06% | −242,004−48.4% | 減碼 |
| Royal Bank of Canada | 237,816 | $3,201 萬 | 0.01% | +25,350+11.9% | 加碼 |
| Capital International Inc | 218,706 | $2,943 萬 | 0.29% | −254,923−53.8% | 減碼 |
| Susquehanna International Group, LLP | 202,843 | $2,730 萬 | 0.04% | +8,205+4.2% | 加碼 |
| Goldman Sachs Group Inc | 202,563 | $2,726 萬 | 0.00% | +48,406+31.4% | 加碼 |
| Citigroup Inc | 195,991 | $2,638 萬 | 0.02% | +58,449+42.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 194,700 | $2,620 萬 | 0.21% | 00.0% | 不變 |
| Ameriprise Financial Inc | 187,415 | $2,522 萬 | 0.01% | +145,906+351.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 174,779 | $2,352 萬 | 0.04% | −25,395−12.7% | 減碼 |
| Citadel Advisors LLC | 166,852 | $2,245 萬 | 0.02% | +62,963+60.6% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 152,930 | $2,058 萬 | 0.04% | −1,235−0.8% | 減碼 |
| Aspex Management (HK) Ltd | 147,655 | $1,987 萬 | 0.43% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 144,007 | $1,938 萬 | 0.02% | +27,318+23.4% | 加碼 |
| Point72 Asset Management, L.P. | 141,944 | $1,910 萬 | 0.05% | +45,105+46.6% | 加碼 |
| New York State Common Retirement Fund | 139,744 | $1,881 萬 | 0.03% | −139,745−50.0% | 減碼 |
| BNP Paribas Arbitrage, SA | 138,743 | $1,867 萬 | 0.01% | −31,019−18.3% | 減碼 |
| Mackenzie Financial Corp | 136,575 | $1,838 萬 | 0.02% | +56,631+70.8% | 加碼 |
| Legal & General Group Plc | 127,280 | $1,713 萬 | 0.00% | −94,774−42.7% | 減碼 |
| Walleye Trading LLC | 122,081 | $1,643 萬 | 0.40% | +122,081 | 新進 |
| Swedbank AB | 120,100 | $1,616 萬 | 0.02% | +120,100 | 新進 |
| CI Private Wealth, LLC | 116,762 | $1,571 萬 | 0.02% | +117+0.1% | 加碼 |
| Janney Montgomery Scott LLC | 108,854 | $1,465 萬 | 0.04% | +99,576+1,073.2% | 加碼 |
| Public Employees Retirement System of Ohio | 105,480 | $1,420 萬 | 0.05% | +10,123+10.6% | 加碼 |
| Millennium Management LLC | 100,448 | $1,352 萬 | 0.01% | −6,429−6.0% | 減碼 |
| Neuberger Berman Group LLC | 93,168 | $1,253 萬 | 0.01% | −100,771−52.0% | 減碼 |
| First Trust Advisors LP | 91,571 | $1,232 萬 | 0.01% | +67,934+287.4% | 加碼 |
| Natixis Advisors, L.P. | 87,580 | $1,179 萬 | 0.02% | +32,382+58.7% | 加碼 |
| Geode Capital Management, LLC | 84,977 | $1,144 萬 | 0.00% | −4,659−5.2% | 減碼 |
| Aviva PLC | 76,065 | $1,024 萬 | 0.02% | −2,368−3.0% | 減碼 |
| Wells Fargo & Company | 75,397 | $1,015 萬 | 0.00% | −7,227−8.7% | 減碼 |
| Point72 Hong Kong Ltd | 74,847 | $1,007 萬 | 0.70% | −99,842−57.2% | 減碼 |
| Guinness Asset Management LTD | 70,514 | $948.9 萬 | 0.17% | −24,588−25.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 68,007 | $915.2 萬 | 0.01% | +57,510+547.9% | 加碼 |
| Trexquant Investment LP | 66,959 | $901.1 萬 | 0.10% | −3,338−4.7% | 減碼 |
| Ci Investments Inc. | 66,494 | $894.9 萬 | 0.03% | +4,440+7.2% | 加碼 |
| JPMorgan Chase & Co | 64,899 | $873.4 萬 | 0.00% | −181,906−73.7% | 減碼 |
| State Street Corp | 63,721 | $857.6 萬 | 0.00% | −10,241−13.8% | 減碼 |
| Canada Pension Plan Investment Board | 63,000 | $847.9 萬 | 0.01% | +63,000 | 新進 |
| Taikang Asset Management (Hong Kong) Co Ltd | 62,705 | $843.9 萬 | 1.09% | +8,905+16.6% | 加碼 |
| HighTower Advisors, LLC | 61,926 | $833.4 萬 | 0.01% | +55,395+848.2% | 加碼 |
| US Bancorp | 59,594 | $802.0 萬 | 0.01% | +33,318+126.8% | 加碼 |
| Two Sigma Advisers, LP | 59,000 | $794.0 萬 | 0.02% | +59,000 | 新進 |
| Ninety One SA (PTY) Ltd | 58,513 | $786.0 萬 | 1.29% | 00.0% | 不變 |
| Matthews International Capital Management LLC | 57,127 | $768.8 萬 | 1.77% | +14,277+33.3% | 加碼 |
| Strategic Global Advisors, LLC | 56,223 | $756.6 萬 | 1.23% | +1,109+2.0% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 55,635 | $748.7 萬 | 0.02% | +42,587+326.4% | 加碼 |
| Veritas Asset Management LLP | 55,069 | $741.1 萬 | 0.07% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 53,511 | $720.2 萬 | 0.09% | +53,511 | 新進 |
| LMR Partners LLP | 48,503 | $652.8 萬 | 0.10% | −153,152−75.9% | 減碼 |
| Assetmark, Inc | 48,085 | $647.1 萬 | 0.02% | +6,229+14.9% | 加碼 |
| LPL Financial LLC | 46,569 | $626.7 萬 | 0.00% | +24,633+112.3% | 加碼 |
| Qube Research & Technologies Ltd | 45,290 | $609.5 萬 | 0.01% | −8,600−16.0% | 減碼 |
| Manning & Napier Advisors LLC | 44,212 | $595.0 萬 | 0.07% | +3,727+9.2% | 加碼 |
| Ativo Capital Management LLC | 41,866 | $563.4 萬 | 5.04% | −14,333−25.5% | 減碼 |
| KBC Group NV | 41,639 | $560.4 萬 | 0.02% | −1,986−4.6% | 減碼 |
| Optimas Capital Ltd | 40,931 | $550.8 萬 | 5.81% | −3,055−6.9% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 39,939 | $537.5 萬 | 0.02% | −2,777,082−98.6% | 減碼 |
| Bank of Montreal | 38,158 | $513.5 萬 | 0.00% | +739+2.0% | 加碼 |
| Edmond de Rothschild Holding S.A. | 37,400 | $503.3 萬 | 0.08% | −3,700−9.0% | 減碼 |
| HRT Financial LP | 37,154 | $500.0 萬 | 0.02% | −29,035−43.9% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 36,771 | $494.9 萬 | 0.03% | +10,220+38.5% | 加碼 |