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 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 |
|---|---|---|---|---|---|
| SIH Partners, LLLP | 404,821 | $5,448 萬 | 5.17% | +126,452+45.4% | 加碼 |
| Amundi | 437,794 | $5,823 萬 | 0.02% | −44,152−9.2% | 減碼 |
| Causeway Capital Management LLC | 441,494 | $5,942 萬 | 0.94% | +441,494 | 新進 |
| Clark Capital Management Group, Inc. | 455,232 | $6,127 萬 | 0.43% | +455,232 | 新進 |
| Mawer Investment Management Ltd. | 463,490 | $6,238 萬 | 0.32% | −205,321−30.7% | 減碼 |
| Ninety One North America, Inc. | 483,745 | $6,510 萬 | 3.20% | +166,432+52.5% | 加碼 |
| Bank of America Corp | 495,631 | $6,670 萬 | 0.01% | −315,568−38.9% | 減碼 |
| Northern Trust Corp | 507,149 | $6,825 萬 | 0.01% | +76,101+17.7% | 加碼 |
| Handelsbanken Fonder AB | 512,115 | $6,892 萬 | 0.24% | +10,000+2.0% | 加碼 |
| UBS Group AG | 527,561 | $7,100 萬 | 0.01% | −15,868−2.9% | 減碼 |
| Capital International Investors | 575,983 | $7,672 萬 | 0.01% | −79,824−12.2% | 減碼 |
| Van Eck Associates Corp | 574,804 | $7,736 萬 | 0.09% | −46,377−7.5% | 減碼 |
| Davis Selected Advisers | 593,347 | $7,985 萬 | 0.43% | −2,767−0.5% | 減碼 |
| Cederberg Capital Ltd | 644,975 | $8,680 萬 | 31.87% | 00.0% | 不變 |
| Dimensional Fund Advisors LP | 729,622 | $9,816 萬 | 0.02% | +12,843+1.8% | 加碼 |
| American Century Companies Inc | 748,450 | $1.01 億 | 0.05% | +122,951+19.7% | 加碼 |
| Morgan Stanley | 786,756 | $1.06 億 | 0.01% | −360,274−31.4% | 減碼 |
| BlackRock, Inc. | 787,737 | $1.06 億 | 0.00% | +146,160+22.8% | 加碼 |
| Wellington Management Group LLP | 881,984 | $1.19 億 | 0.02% | −1,106,557−55.6% | 減碼 |
| Man Group plc | 983,156 | $1.32 億 | 0.29% | +245,872+33.3% | 加碼 |
| Fisher Asset Management, LLC | 1,082,191 | $1.46 億 | 0.06% | −92,931−7.9% | 減碼 |
| Renaissance Technologies LLC | 1,089,088 | $1.47 億 | 0.19% | +55,000+5.3% | 加碼 |
| Invesco Ltd. | 1,439,557 | $1.94 億 | 0.03% | −451,198−23.9% | 減碼 |
| Massachusetts Financial Services Co | 1,502,902 | $2.02 億 | 0.06% | −239,483−13.7% | 減碼 |
| Capital World Investors | 1,551,114 | $2.09 億 | 0.03% | −2,181,884−58.4% | 減碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 1,663,668 | $2.24 億 | 7.21% | −1,005,029−37.7% | 減碼 |
| FMR LLC | 1,701,863 | $2.29 億 | 0.01% | +550,684+47.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,977,146 | $2.66 億 | 0.19% | +40,871+2.1% | 加碼 |
| Harding Loevner LP | 2,582,636 | $3.48 億 | 2.34% | +2,512,165+3,564.8% | 加碼 |
| Dodge & Cox | 2,745,776 | $3.70 億 | 0.21% | −57,888−2.1% | 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 |
| Orbis Allan Gray Ltd | 3,507,214 | $4.72 億 | 2.30% | −157,759−4.3% | 減碼 |
| Ninety One UK Ltd | 6,267,769 | $8.44 億 | 1.98% | +134,967+2.2% | 加碼 |
| FIL Ltd | 0 | $0 | 0.00% | −1,655,715−100.0% | 清倉 |
| WT Asset Management Ltd | 0 | $0 | 0.00% | −237,206−100.0% | 清倉 |
| TT International Asset Management LTD | 0 | $0 | 0.00% | −212,964−100.0% | 清倉 |
| Perseverance Asset Management International | 0 | $0 | 0.00% | −206,350−100.0% | 清倉 |
| Ariose Capital Management Ltd | 0 | $0 | 0.00% | −103,300−100.0% | 清倉 |
| Apeiron Capital Ltd | 0 | $0 | 0.00% | −97,821−100.0% | 清倉 |
| National Bank of Canada | 0 | $0 | 0.00% | −91,500−100.0% | 清倉 |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −87,646−100.0% | 清倉 |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −83,446−100.0% | 清倉 |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −73,875−100.0% | 清倉 |
| FengHe Fund Management Pte. Ltd. | 0 | $0 | 0.00% | −54,000−100.0% | 清倉 |
| Nan Fung Trinity (HK) Ltd | 0 | $0 | 0.00% | −50,300−100.0% | 清倉 |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −45,300−100.0% | 清倉 |
| Metavasi Capital LP | 0 | $0 | 0.00% | −40,000−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −34,599−100.0% | 清倉 |
| Thunderbird Partners LLP | 0 | $0 | 0.00% | −31,546−100.0% | 清倉 |
| Long Corridor Asset Management Ltd | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −24,818−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −24,000−100.0% | 清倉 |
| RWC Asset Advisors (US) LLC | 0 | $0 | 0.00% | −22,779−100.0% | 清倉 |
| Euro Pacific Asset Management, LLC | 0 | $0 | 0.00% | −13,172−100.0% | 清倉 |
| Virtus Family Office LLC | 0 | $0 | 0.00% | −12,189−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −9,782−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,959−100.0% | 清倉 |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −5,925−100.0% | 清倉 |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −5,396−100.0% | 清倉 |
| Resolute Partners Group | 0 | $0 | 0.00% | −3,889−100.0% | 清倉 |
| Focus Financial Network, Inc. | 0 | $0 | 0.00% | −3,763−100.0% | 清倉 |
| Marex Group plc | 0 | $0 | 0.00% | −3,365−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,280−100.0% | 清倉 |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −3,188−100.0% | 清倉 |
| Ping Capital Management, Inc. | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −2,847−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −2,838−100.0% | 清倉 |
| PEAK6 LLC | 0 | $0 | 0.00% | −2,650−100.0% | 清倉 |
| Financial Counselors Inc | 0 | $0 | 0.00% | −2,549−100.0% | 清倉 |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −2,457−100.0% | 清倉 |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −2,100−100.0% | 清倉 |
| Allianz SE | 0 | $0 | 0.00% | −1,064−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −605−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −303−100.0% | 清倉 |
| Capital A Wealth Management, LLC | 0 | $0 | 0.00% | −104−100.0% | 清倉 |
| Park Place Capital Corp | 0 | $0 | 0.00% | −76−100.0% | 清倉 |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −41−100.0% | 清倉 |
| Clean Yield Group | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Glass Jacobson Investment Advisors llc | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| Gryphon Financial Partners LLC | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| Mountain Hill Investment Partners Corp. | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Runnymede Capital Advisors, Inc. | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Caas Capital Management LP | – | – | – | – | 本季未申報 |
| Credit Agricole S A | – | – | – | – | 本季未申報 |
| Orion Portfolio Solutions, LLC | – | – | – | – | 本季未申報 |
| CAPROCK Group, Inc. | – | – | – | – | 本季未申報 |
| Lindbrook Capital, LLC | – | – | – | – | 本季未申報 |
| Davis Capital Management | – | – | – | – | 本季未申報 |