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 3 季 13F 持有人
NetEase, Inc. 在 2025/9/30 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
- 442
- 較 2025 年第 2 季 +13 家
- 持有股數
- 5,911 萬
- 較 2025 年第 2 季 +626.4 萬 (+11.9%)
- 總市值
- $89.8 億
- 較 2025 年第 2 季 +$18.7 億 (+26.3%)
- 新進機構
- 69
- 另有 136 家加碼
- 清倉機構
- 56
- 另有 165 家減碼
另有 4 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 8,551,117 | $13.0 億 | 0.28% | +8,538,717+68,860.6% | 加碼 |
| Ninety One UK Ltd | 6,296,150 | $9.57 億 | 2.07% | +28,381+0.5% | 加碼 |
| Orbis Allan Gray Ltd | 4,157,480 | $6.32 億 | 2.71% | +650,266+18.5% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 3,212,200 | $4.88 億 | 10.99% | −273,800−7.9% | 減碼 |
| Harding Loevner LP | 2,541,600 | $3.86 億 | 2.83% | −41,036−1.6% | 減碼 |
| Dodge & Cox | 2,292,576 | $3.48 億 | 0.19% | −453,200−16.5% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,808,836 | $2.75 億 | 0.17% | −168,310−8.5% | 減碼 |
| Capital World Investors | 1,552,967 | $2.36 億 | 0.03% | +1,853+0.1% | 加碼 |
| Invesco Ltd. | 1,351,147 | $2.05 億 | 0.03% | −88,410−6.1% | 減碼 |
| Massachusetts Financial Services Co | 1,251,145 | $1.90 億 | 0.06% | −251,757−16.8% | 減碼 |
| Fisher Asset Management, LLC | 1,133,052 | $1.72 億 | 0.06% | +50,861+4.7% | 加碼 |
| Renaissance Technologies LLC | 1,083,088 | $1.65 億 | 0.22% | −6,000−0.6% | 減碼 |
| FMR LLC | 1,057,832 | $1.61 億 | 0.01% | −644,031−37.8% | 減碼 |
| Man Group plc | 1,055,122 | $1.60 億 | 0.31% | +71,966+7.3% | 加碼 |
| BlackRock, Inc. | 895,593 | $1.36 億 | 0.00% | +107,856+13.7% | 加碼 |
| Dimensional Fund Advisors LP | 841,623 | $1.28 億 | 0.03% | +112,001+15.4% | 加碼 |
| American Century Companies Inc | 803,379 | $1.22 億 | 0.06% | +54,929+7.3% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 790,807 | $1.20 億 | 2.94% | −872,861−52.5% | 減碼 |
| Morgan Stanley | 713,433 | $1.08 億 | 0.01% | −73,323−9.3% | 減碼 |
| Van Eck Associates Corp | 681,808 | $1.04 億 | 0.10% | +107,004+18.6% | 加碼 |
| Bank of Montreal | 662,557 | $1.01 億 | 0.04% | +624,399+1,636.4% | 加碼 |
| Causeway Capital Management LLC | 638,315 | $9,702 萬 | 1.28% | +196,821+44.6% | 加碼 |
| Davis Selected Advisers | 594,740 | $9,039 萬 | 0.47% | +1,393+0.2% | 加碼 |
| Wellington Management Group LLP | 570,976 | $8,678 萬 | 0.02% | −311,008−35.3% | 減碼 |
| Cederberg Capital Ltd | 569,475 | $8,656 萬 | 24.71% | −75,500−11.7% | 減碼 |
| Bank of America Corp | 528,110 | $8,027 萬 | 0.01% | +32,479+6.6% | 加碼 |
| Northern Trust Corp | 513,333 | $7,802 萬 | 0.01% | +6,184+1.2% | 加碼 |
| Handelsbanken Fonder AB | 502,115 | $7,632 萬 | 0.24% | −10,000−2.0% | 減碼 |
| Ninety One North America, Inc. | 483,745 | $7,352 萬 | 3.33% | 00.0% | 不變 |
| Mawer Investment Management Ltd. | 451,450 | $6,862 萬 | 0.36% | −12,040−2.6% | 減碼 |
| UBS Group AG | 435,107 | $6,613 萬 | 0.01% | −92,454−17.5% | 減碼 |
| Lazard Asset Management LLC | 368,126 | $5,595 萬 | 0.08% | −27,474−6.9% | 減碼 |
| Temasek Holdings (Private) Ltd | 366,075 | $5,564 萬 | 0.19% | 00.0% | 不變 |
| Amundi | 367,237 | $5,547 萬 | 0.02% | −70,557−16.1% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 349,339 | $5,310 萬 | 0.48% | +17,144+5.2% | 加碼 |
| Todd Asset Management LLC | 339,935 | $5,167 萬 | 1.05% | +17,454+5.4% | 加碼 |
| Nordea Investment Management AB | 278,437 | $4,212 萬 | 0.04% | −40,771−12.8% | 減碼 |
| Capital International Investors | 257,093 | $3,902 萬 | 0.01% | −318,890−55.4% | 減碼 |
| SIH Partners, LLLP | 250,320 | $3,805 萬 | 3.33% | −154,501−38.2% | 減碼 |
| Clark Capital Management Group, Inc. | 248,337 | $3,774 萬 | 0.24% | −206,895−45.4% | 減碼 |
| Envestnet Asset Management Inc | 221,115 | $3,361 萬 | 0.01% | −43,348−16.4% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 210,900 | $3,206 萬 | 0.24% | +16,200+8.3% | 加碼 |
| Tiger Pacific Capital LP | 190,754 | $2,899 萬 | 7.33% | +190,754 | 新進 |
| Capital International Inc | 190,310 | $2,893 萬 | 0.23% | −28,396−13.0% | 減碼 |
| Mackenzie Financial Corp | 188,782 | $2,869 萬 | 0.03% | +52,207+38.2% | 加碼 |
| Royal Bank of Canada | 183,353 | $2,787 萬 | 0.00% | −54,463−22.9% | 減碼 |
| Ameriprise Financial Inc | 170,757 | $2,598 萬 | 0.01% | −16,658−8.9% | 減碼 |
| Robeco Institutional Asset Management B.V. | 170,202 | $2,587 萬 | 0.04% | −4,577−2.6% | 減碼 |
| Goldman Sachs Group Inc | 166,917 | $2,537 萬 | 0.00% | −35,646−17.6% | 減碼 |
| Citigroup Inc | 165,457 | $2,515 萬 | 0.02% | −30,534−15.6% | 減碼 |
| Millennium Management LLC | 150,659 | $2,290 萬 | 0.02% | +50,211+50.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 149,243 | $2,268 萬 | 0.02% | +10,500+7.6% | 加碼 |
| Aspex Management (HK) Ltd | 147,655 | $2,244 萬 | 0.48% | 00.0% | 不變 |
| Mirae Asset Global ETFs Holdings Ltd. | 145,426 | $2,210 萬 | 0.04% | −7,504−4.9% | 減碼 |
| StoneX Group Inc. | 143,521 | $2,181 萬 | 0.95% | +143,521 | 新進 |
| Swedbank AB | 142,100 | $2,160 萬 | 0.02% | +22,000+18.3% | 加碼 |
| New York State Common Retirement Fund | 139,744 | $2,124 萬 | 0.03% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 138,815 | $2,110 萬 | 0.02% | −5,192−3.6% | 減碼 |
| Jane Street Group, LLC | 137,800 | $2,094 萬 | 0.02% | −119,803−46.5% | 減碼 |
| Tairen Capital Ltd | 125,718 | $1,911 萬 | 2.06% | +125,718 | 新進 |
| Legal & General Group Plc | 124,864 | $1,898 萬 | 0.00% | −2,416−1.9% | 減碼 |
| Crossmark Global Holdings, Inc. | 123,284 | $1,874 萬 | 0.28% | +93,430+313.0% | 加碼 |
| CI Private Wealth, LLC | 116,713 | $1,774 萬 | 0.03% | −490.0% | 減碼 |
| Perseverance Asset Management International | 112,000 | $1,702 萬 | 2.93% | +112,000 | 新進 |
| Public Employees Retirement System of Ohio | 105,480 | $1,603 萬 | 0.05% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 105,285 | $1,600 萬 | 0.02% | +59,995+132.5% | 加碼 |
| Janney Montgomery Scott LLC | 103,345 | $1,571 萬 | 0.04% | −5,509−5.1% | 減碼 |
| JPMorgan Chase & Co | 84,238 | $1,280 萬 | 0.00% | +19,339+29.8% | 加碼 |
| Thrivent Financial for Lutherans | 83,285 | $1,266 萬 | 0.02% | +83,285 | 新進 |
| Natixis Advisors, L.P. | 81,790 | $1,243 萬 | 0.02% | −5,790−6.6% | 減碼 |
| Susquehanna International Group, LLP | 79,467 | $1,208 萬 | 0.02% | −123,376−60.8% | 減碼 |
| Axiom Investors LLC | 78,976 | $1,200 萬 | 0.09% | +45,970+139.3% | 加碼 |
| Capital Wealth Planning, LLC | 76,751 | $1,167 萬 | 0.08% | +76,751 | 新進 |
| Geode Capital Management, LLC | 74,171 | $1,127 萬 | 0.00% | −10,806−12.7% | 減碼 |
| Aviva PLC | 73,658 | $1,120 萬 | 0.02% | −2,407−3.2% | 減碼 |
| Neuberger Berman Group LLC | 73,470 | $1,117 萬 | 0.01% | −19,698−21.1% | 減碼 |
| First Trust Advisors LP | 72,343 | $1,100 萬 | 0.01% | −19,228−21.0% | 減碼 |
| Guinness Asset Management LTD | 69,817 | $1,057 萬 | 0.17% | −697−1.0% | 減碼 |
| Ci Investments Inc. | 66,345 | $1,008 萬 | 0.04% | −149−0.2% | 減碼 |
| State Street Corp | 63,071 | $958.6 萬 | 0.00% | −650−1.0% | 減碼 |
| HighTower Advisors, LLC | 63,044 | $958.2 萬 | 0.01% | +1,118+1.8% | 加碼 |
| Optimas Capital Ltd | 62,100 | $943.9 萬 | 5.97% | +21,169+51.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 60,995 | $927.1 萬 | 0.01% | −7,012−10.3% | 減碼 |
| US Bancorp | 59,844 | $909.6 萬 | 0.01% | +250+0.4% | 加碼 |
| Ninety One SA (PTY) Ltd | 58,513 | $885.5 萬 | 0.40% | 00.0% | 不變 |
| Point72 Hong Kong Ltd | 55,781 | $847.8 萬 | 0.39% | −19,066−25.5% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 55,038 | $836.5 萬 | 0.02% | −597−1.1% | 減碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 55,000 | $835.9 萬 | 0.93% | −7,705−12.3% | 減碼 |
| Strategic Global Advisors, LLC | 53,176 | $808.2 萬 | 1.22% | −3,047−5.4% | 減碼 |
| Exchange Traded Concepts, LLC | 50,244 | $763.7 萬 | 0.07% | +29,222+139.0% | 加碼 |
| Assetmark, Inc | 48,557 | $738.0 萬 | 0.02% | +472+1.0% | 加碼 |
| Mariner, LLC | 47,521 | $722.3 萬 | 0.01% | +27,212+134.0% | 加碼 |
| Wells Fargo & Company | 43,841 | $666.3 萬 | 0.00% | −31,556−41.9% | 減碼 |
| LPL Financial LLC | 43,812 | $665.9 萬 | 0.00% | −2,757−5.9% | 減碼 |
| Veritas Asset Management LLP | 43,463 | $660.6 萬 | 0.07% | −11,606−21.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 42,512 | $646.1 萬 | 0.04% | +5,741+15.6% | 加碼 |
| KBC Group NV | 42,308 | $643.0 萬 | 0.02% | +669+1.6% | 加碼 |
| Ativo Capital Management LLC | 41,336 | $628.3 萬 | 5.30% | −530−1.3% | 減碼 |
| Renaissance Group LLC | 40,640 | $617.7 萬 | 0.23% | +40,640 | 新進 |
| Manning & Napier Advisors LLC | 40,537 | $616.1 萬 | 0.08% | −3,675−8.3% | 減碼 |