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 4 季 13F 持有人
NetEase, Inc. 在 2025/12/31 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
- 460
- 較 2025 年第 3 季 +24 家
- 持有股數
- 5,586 萬
- 較 2025 年第 3 季 −311.4 萬 (−5.3%)
- 總市值
- $76.9 億
- 較 2025 年第 3 季 −$12.7 億 (−14.2%)
- 新進機構
- 85
- 另有 154 家加碼
- 清倉機構
- 61
- 另有 144 家減碼
另有 6 家機構在 2025 年第 3 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 108,100 | $1,488 萬 | 0.02% | −8,613−7.4% | 減碼 |
| Perseverance Asset Management International | 110,000 | $1,514 萬 | 2.22% | −2,000−1.8% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 112,498 | $1,548 萬 | 0.02% | −32,928−22.6% | 減碼 |
| Capital Wealth Planning, LLC | 105,551 | $1,558 萬 | 0.10% | +28,800+37.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 115,674 | $1,592 萬 | 0.01% | +54,679+89.6% | 加碼 |
| Balyasny Asset Management LLC | 119,303 | $1,642 萬 | 0.03% | +119,303 | 新進 |
| Russell Investments Group, Ltd. | 122,904 | $1,691 萬 | 0.02% | −15,911−11.5% | 減碼 |
| Crossmark Global Holdings, Inc. | 123,275 | $1,697 萬 | 0.24% | −90.0% | 減碼 |
| Assetmark, Inc | 130,869 | $1,801 萬 | 0.04% | +82,312+169.5% | 加碼 |
| Mackenzie Financial Corp | 138,044 | $1,935 萬 | 0.02% | −50,738−26.9% | 減碼 |
| Robeco Institutional Asset Management B.V. | 145,535 | $2,003 萬 | 0.03% | −24,667−14.5% | 減碼 |
| Envestnet Asset Management Inc | 145,795 | $2,006 萬 | 0.01% | −75,320−34.1% | 減碼 |
| Aspex Management (HK) Ltd | 147,655 | $2,032 萬 | 0.41% | 00.0% | 不變 |
| Citigroup Inc | 162,675 | $2,239 萬 | 0.02% | −2,782−1.7% | 減碼 |
| Goldman Sachs Group Inc | 179,120 | $2,465 萬 | 0.00% | +12,203+7.3% | 加碼 |
| Swedbank AB | 192,100 | $2,644 萬 | 0.03% | +50,000+35.2% | 加碼 |
| Jane Street Group, LLC | 192,268 | $2,646 萬 | 0.03% | +54,468+39.5% | 加碼 |
| Capital International Inc | 193,997 | $2,670 萬 | 0.21% | +3,687+1.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 194,625 | $2,678 萬 | 0.02% | +45,382+30.4% | 加碼 |
| Qube Research & Technologies Ltd | 208,656 | $2,872 萬 | 0.04% | +103,371+98.2% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 210,900 | $2,902 萬 | 0.22% | 00.0% | 不變 |
| JPMorgan Chase & Co | 258,790 | $3,561 萬 | 0.00% | +174,552+207.2% | 加碼 |
| Capital International Investors | 260,368 | $3,605 萬 | 0.01% | +3,275+1.3% | 加碼 |
| SIH Partners, LLLP | 263,263 | $3,623 萬 | 2.11% | +12,943+5.2% | 加碼 |
| Nordea Investment Management AB | 269,408 | $3,710 萬 | 0.03% | −9,029−3.2% | 減碼 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 321,279 | $4,421 萬 | 0.64% | +321,279 | 新進 |
| Todd Asset Management LLC | 336,485 | $4,631 萬 | 0.90% | −3,450−1.0% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 339,869 | $4,677 萬 | 0.41% | −9,470−2.7% | 減碼 |
| Lazard Asset Management LLC | 354,287 | $4,876 萬 | 0.08% | −13,839−3.8% | 減碼 |
| Amundi | 362,167 | $4,984 萬 | 0.01% | −5,070−1.4% | 減碼 |
| Millennium Management LLC | 386,811 | $5,323 萬 | 0.04% | +236,152+156.7% | 加碼 |
| UBS Group AG | 425,902 | $5,861 萬 | 0.01% | −9,205−2.1% | 減碼 |
| Davis Selected Advisers | 426,164 | $5,865 萬 | 0.26% | −168,576−28.3% | 減碼 |
| Temasek Holdings (Private) Ltd | 469,728 | $6,464 萬 | 0.21% | +103,653+28.3% | 加碼 |
| Cederberg Capital Ltd | 473,175 | $6,512 萬 | 21.14% | −96,300−16.9% | 減碼 |
| Handelsbanken Fonder AB | 499,115 | $6,869 萬 | 0.21% | −3,000−0.6% | 減碼 |
| Ninety One North America, Inc. | 500,241 | $6,884 萬 | 2.79% | +16,496+3.4% | 加碼 |
| Northern Trust Corp | 551,628 | $7,592 萬 | 0.01% | +38,295+7.5% | 加碼 |
| Wellington Management Group LLP | 555,948 | $7,651 萬 | 0.01% | −15,028−2.6% | 減碼 |
| Mawer Investment Management Ltd. | 559,896 | $7,705 萬 | 0.43% | +108,446+24.0% | 加碼 |
| Bank of America Corp | 626,999 | $8,629 萬 | 0.01% | +98,889+18.7% | 加碼 |
| Van Eck Associates Corp | 634,513 | $8,732 萬 | 0.07% | −47,295−6.9% | 減碼 |
| BlackRock, Inc. | 861,735 | $1.19 億 | 0.00% | −33,858−3.8% | 減碼 |
| Man Group plc | 874,835 | $1.20 億 | 0.23% | −180,287−17.1% | 減碼 |
| Morgan Stanley | 894,440 | $1.23 億 | 0.01% | +181,007+25.4% | 加碼 |
| Dimensional Fund Advisors LP | 923,326 | $1.27 億 | 0.03% | +81,703+9.7% | 加碼 |
| American Century Companies Inc | 927,633 | $1.28 億 | 0.06% | +124,254+15.5% | 加碼 |
| Renaissance Technologies LLC | 1,088,688 | $1.50 億 | 0.23% | +5,600+0.5% | 加碼 |
| Fisher Asset Management, LLC | 1,112,284 | $1.53 億 | 0.05% | −20,768−1.8% | 減碼 |
| Massachusetts Financial Services Co | 1,217,124 | $1.68 億 | 0.05% | −34,021−2.7% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,218,256 | $1.68 億 | 0.10% | −590,580−32.6% | 減碼 |
| Invesco Ltd. | 1,219,347 | $1.68 億 | 0.02% | −131,800−9.8% | 減碼 |
| Capital World Investors | 1,507,792 | $2.08 億 | 0.03% | −45,175−2.9% | 減碼 |
| FMR LLC | 1,867,943 | $2.57 億 | 0.01% | +810,111+76.6% | 加碼 |
| Dodge & Cox | 2,154,376 | $2.96 億 | 0.16% | −138,200−6.0% | 減碼 |
| Harding Loevner LP | 2,476,401 | $3.41 億 | 3.00% | −65,199−2.6% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 3,212,200 | $4.42 億 | 10.93% | 00.0% | 不變 |
| Orbis Allan Gray Ltd | 3,389,449 | $4.66 億 | 1.95% | −768,031−18.5% | 減碼 |
| Ninety One UK Ltd | 6,295,537 | $8.66 億 | 1.86% | −6130.0% | 減碼 |
| UBS Asset Management Americas Inc | 8,144,927 | $11.2 億 | 0.24% | −406,190−4.8% | 減碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 0 | $0 | 0.00% | −790,807−100.0% | 清倉 |
| Causeway Capital Management LLC | 0 | $0 | 0.00% | −638,315−100.0% | 清倉 |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −248,337−100.0% | 清倉 |
| Tiger Pacific Capital LP | 0 | $0 | 0.00% | −190,754−100.0% | 清倉 |
| StoneX Group Inc. | 0 | $0 | 0.00% | −143,521−100.0% | 清倉 |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −125,718−100.0% | 清倉 |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −35,200−100.0% | 清倉 |
| WT Asset Management Ltd | 0 | $0 | 0.00% | −24,014−100.0% | 清倉 |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −21,279−100.0% | 清倉 |
| TB Alternative Assets Ltd. | 0 | $0 | 0.00% | −19,895−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −17,621−100.0% | 清倉 |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −14,187−100.0% | 清倉 |
| Gunderson Capital Management Inc. | 0 | $0 | 0.00% | −12,851−100.0% | 清倉 |
| FIL Ltd | 0 | $0 | 0.00% | −10,962−100.0% | 清倉 |
| Brighton Jones LLC | 0 | $0 | 0.00% | −10,258−100.0% | 清倉 |
| Marshall Financial Group LLC | 0 | $0 | 0.00% | −9,065−100.0% | 清倉 |
| Novem Group | 0 | $0 | 0.00% | −8,391−100.0% | 清倉 |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −8,137−100.0% | 清倉 |
| Parametrica Management Ltd | 0 | $0 | 0.00% | −8,000−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −7,250−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,336−100.0% | 清倉 |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −5,925−100.0% | 清倉 |
| Sigma Planning Corp | 0 | $0 | 0.00% | −5,011−100.0% | 清倉 |
| Seldon Capital LP | 0 | $0 | 0.00% | −4,841−100.0% | 清倉 |
| VGI Partners Ltd | 0 | $0 | 0.00% | −4,800−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −4,265−100.0% | 清倉 |
| Central Asset Investments & Management Holdings (HK) Ltd | 0 | $0 | 0.00% | −4,162−100.0% | 清倉 |
| Pitcairn Co | 0 | $0 | 0.00% | −4,022−100.0% | 清倉 |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −3,995−100.0% | 清倉 |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −3,320−100.0% | 清倉 |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −3,316−100.0% | 清倉 |
| Prosperity Wealth Management, Inc. | 0 | $0 | 0.00% | −3,100−100.0% | 清倉 |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −2,669−100.0% | 清倉 |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −2,786−100.0% | 清倉 |
| Maridea Wealth Management LLC | 0 | $0 | 0.00% | −2,259−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −2,148−100.0% | 清倉 |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −2,121−100.0% | 清倉 |
| Aspen Grove Capital, LLC | 0 | $0 | 0.00% | −1,946−100.0% | 清倉 |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −1,818−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,666−100.0% | 清倉 |