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
2026 年第 1 季 13F 持有人
NetEase, Inc. 在 2026/3/31 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
- 431
- 較 2025 年第 4 季 −22 家
- 持有股數
- 5,757 萬
- 較 2025 年第 4 季 +174.9 萬 (+3.1%)
- 總市值
- $64.6 億
- 較 2025 年第 4 季 −$12.2 億 (−15.9%)
- 新進機構
- 55
- 另有 147 家加碼
- 清倉機構
- 77
- 另有 152 家減碼
另有 7 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 8,075,956 | $9.04 億 | 0.19% | −68,971−0.8% | 減碼 |
| Ninety One UK Ltd | 6,286,216 | $7.04 億 | 1.63% | −9,321−0.1% | 減碼 |
| Orbis Allan Gray Ltd | 3,584,478 | $4.01 億 | 1.69% | +195,029+5.8% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 3,190,000 | $3.57 億 | 9.21% | −22,200−0.7% | 減碼 |
| Harding Loevner LP | 2,323,768 | $2.60 億 | 2.68% | −152,633−6.2% | 減碼 |
| Dodge & Cox | 2,156,976 | $2.41 億 | 0.13% | +2,600+0.1% | 加碼 |
| FMR LLC | 2,117,023 | $2.37 億 | 0.01% | +249,080+13.3% | 加碼 |
| Invesco Ltd. | 2,021,374 | $2.26 億 | 0.02% | +802,027+65.8% | 加碼 |
| Massachusetts Financial Services Co | 1,376,648 | $1.72 億 | 0.06% | +159,524+13.1% | 加碼 |
| Renaissance Technologies LLC | 1,363,188 | $1.53 億 | 0.24% | +274,500+25.2% | 加碼 |
| Bank of America Corp | 1,325,317 | $1.48 億 | 0.01% | +698,318+111.4% | 加碼 |
| Fisher Asset Management, LLC | 1,147,760 | $1.28 億 | 0.04% | +35,476+3.2% | 加碼 |
| Dimensional Fund Advisors LP | 1,079,110 | $1.21 億 | 0.03% | +155,784+16.9% | 加碼 |
| American Century Companies Inc | 1,002,979 | $1.12 億 | 0.06% | +75,346+8.1% | 加碼 |
| Morgan Stanley | 941,521 | $1.05 億 | 0.01% | +47,081+5.3% | 加碼 |
| BlackRock, Inc. | 825,067 | $9,236 萬 | 0.00% | −36,668−4.3% | 減碼 |
| Man Group plc | 779,594 | $8,727 萬 | 0.18% | −95,241−10.9% | 減碼 |
| Temasek Holdings (Private) Ltd | 708,114 | $7,927 萬 | 0.27% | +238,386+50.7% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 606,559 | $6,790 萬 | 0.04% | −611,697−50.2% | 減碼 |
| Van Eck Associates Corp | 586,902 | $6,570 萬 | 0.05% | −47,611−7.5% | 減碼 |
| Lazard Asset Management LLC | 581,720 | $6,512 萬 | 0.11% | +227,433+64.2% | 加碼 |
| Northern Trust Corp | 553,256 | $6,193 萬 | 0.01% | +1,628+0.3% | 加碼 |
| Capital World Investors | 541,188 | $6,058 萬 | 0.01% | −966,604−64.1% | 減碼 |
| JPMorgan Chase & Co | 536,881 | $5,907 萬 | 0.00% | +278,091+107.5% | 加碼 |
| Mawer Investment Management Ltd. | 521,873 | $5,842 萬 | 0.38% | −38,023−6.8% | 減碼 |
| SIH Partners, LLLP | 512,974 | $5,742 萬 | 1.77% | +249,711+94.9% | 加碼 |
| Ninety One North America, Inc. | 505,933 | $5,663 萬 | 2.54% | +5,692+1.1% | 加碼 |
| Davis Selected Advisers | 422,712 | $4,732 萬 | 0.22% | −3,452−0.8% | 減碼 |
| Handelsbanken Fonder AB | 422,115 | $4,725 萬 | 0.16% | −77,000−15.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 403,659 | $4,519 萬 | 0.03% | +209,034+107.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 381,425 | $4,270 萬 | 0.03% | +265,751+229.7% | 加碼 |
| Cederberg Capital Ltd | 359,675 | $4,026 萬 | 21.61% | −113,500−24.0% | 減碼 |
| Amundi | 354,524 | $3,969 萬 | 0.01% | −7,643−2.1% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 340,241 | $3,809 萬 | 0.40% | +372+0.1% | 加碼 |
| Todd Asset Management LLC | 334,431 | $3,744 萬 | 0.73% | −2,054−0.6% | 減碼 |
| Millennium Management LLC | 324,651 | $3,634 萬 | 0.03% | −62,160−16.1% | 減碼 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 321,279 | $3,596 萬 | 0.54% | 00.0% | 不變 |
| UBS Group AG | 300,802 | $3,367 萬 | 0.01% | −125,100−29.4% | 減碼 |
| Farallon Capital Management, L.L.C. | 291,219 | $3,260 萬 | 0.19% | +291,219 | 新進 |
| Nordea Investment Management AB | 254,445 | $2,784 萬 | 0.03% | −14,963−5.6% | 減碼 |
| Capital International Investors | 237,044 | $2,648 萬 | 0.01% | −23,324−9.0% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 210,900 | $2,361 萬 | 0.18% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 204,889 | $2,294 萬 | 0.03% | −3,767−1.8% | 減碼 |
| Swedbank AB | 192,100 | $2,150 萬 | 0.02% | 00.0% | 不變 |
| Wellington Management Group LLP | 188,352 | $2,108 萬 | 0.00% | −367,596−66.1% | 減碼 |
| Capital International Inc | 188,320 | $2,108 萬 | 0.16% | −5,677−2.9% | 減碼 |
| MY.Alpha Management HK Advisors Ltd | 187,971 | $2,104 萬 | 8.56% | +100,100+113.9% | 加碼 |
| Envestnet Asset Management Inc | 172,416 | $1,930 萬 | 0.01% | +26,621+18.3% | 加碼 |
| Perseverance Asset Management International | 170,000 | $1,903 萬 | 2.09% | +60,000+54.5% | 加碼 |
| Barclays PLC | 149,146 | $1,670 萬 | 0.01% | +134,619+926.7% | 加碼 |
| Aspex Management (HK) Ltd | 147,655 | $1,653 萬 | 0.24% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 145,001 | $1,623 萬 | 0.02% | −534−0.4% | 減碼 |
| Assetmark, Inc | 141,107 | $1,580 萬 | 0.03% | +10,238+7.8% | 加碼 |
| Goldman Sachs Group Inc | 139,376 | $1,560 萬 | 0.00% | −39,744−22.2% | 減碼 |
| Itau Unibanco Holding S.A. | 138,361 | $1,549 萬 | 0.37% | +138,361 | 新進 |
| Citigroup Inc | 136,773 | $1,531 萬 | 0.01% | −25,902−15.9% | 減碼 |
| Crossmark Global Holdings, Inc. | 123,182 | $1,379 萬 | 0.20% | −93−0.1% | 減碼 |
| Jane Street Group, LLC | 116,149 | $1,300 萬 | 0.01% | −76,119−39.6% | 減碼 |
| Brandes Investment Partners, LP | 109,401 | $1,225 萬 | 0.09% | +109,401 | 新進 |
| CI Private Wealth, LLC | 107,708 | $1,205 萬 | 0.02% | −392−0.4% | 減碼 |
| Wells Fargo & Company | 105,912 | $1,186 萬 | 0.00% | +53,871+103.5% | 加碼 |
| Public Employees Retirement System of Ohio | 105,480 | $1,181 萬 | 0.04% | 00.0% | 不變 |
| Royal Bank of Canada | 99,814 | $1,117 萬 | 0.00% | +28,934+40.8% | 加碼 |
| Legal & General Group Plc | 96,751 | $1,083 萬 | 0.00% | −1,304−1.3% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 93,541 | $1,047 萬 | 0.01% | −18,957−16.9% | 減碼 |
| Voloridge Investment Management, LLC | 92,798 | $1,039 萬 | 0.04% | +92,798 | 新進 |
| Capital Wealth Planning, LLC | 91,819 | $1,028 萬 | 0.06% | −13,732−13.0% | 減碼 |
| Thrivent Financial for Lutherans | 80,501 | $901.1 萬 | 0.02% | +2,999+3.9% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 80,000 | $895.5 萬 | 0.89% | +18,000+29.0% | 加碼 |
| Deutsche Bank AG | 79,352 | $888.3 萬 | 0.00% | +7,884+11.0% | 加碼 |
| Guinness Asset Management LTD | 77,374 | $866.1 萬 | 0.15% | +7,437+10.6% | 加碼 |
| Mackenzie Financial Corp | 75,359 | $843.6 萬 | 0.01% | −62,685−45.4% | 減碼 |
| Russell Investments Group, Ltd. | 74,141 | $830.0 萬 | 0.01% | −48,763−39.7% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 72,045 | $806.5 萬 | 0.02% | +4,834+7.2% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 71,766 | $803.3 萬 | 0.15% | +71,766 | 新進 |
| Geode Capital Management, LLC | 70,784 | $792.4 萬 | 0.00% | −220−0.3% | 減碼 |
| Carrhae Capital LLP | 69,167 | $774.3 萬 | 0.55% | +69,167 | 新進 |
| Ninety One SA (PTY) Ltd | 68,946 | $758.1 萬 | 0.33% | +9,643+16.3% | 加碼 |
| Susquehanna International Group, LLP | 66,339 | $742.6 萬 | 0.01% | −6,685−9.2% | 減碼 |
| HighTower Advisors, LLC | 65,467 | $732.8 萬 | 0.01% | +3,851+6.3% | 加碼 |
| Neuberger Berman Group LLC | 64,084 | $716.4 萬 | 0.01% | −16,164−20.1% | 減碼 |
| Strategic Global Advisors, LLC | 55,741 | $624.0 萬 | 1.00% | +4,365+8.5% | 加碼 |
| Two Sigma Investments, LP | 53,700 | $601.1 萬 | 0.00% | +53,700 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 52,200 | $584.3 萬 | 0.01% | +52,200 | 新進 |
| O'Shaughnessy Asset Management, LLC | 51,108 | $572.1 萬 | 0.03% | +1,491+3.0% | 加碼 |
| Mariner, LLC | 50,840 | $569.1 萬 | 0.01% | +3,563+7.5% | 加碼 |
| Marshall Wace, LLP | 50,437 | $564.6 萬 | 0.01% | −28,770−36.3% | 減碼 |
| Natixis Advisors, L.P. | 50,247 | $562.5 萬 | 0.01% | +695+1.4% | 加碼 |
| Creative Planning | 48,835 | $546.7 萬 | 0.00% | +5,125+11.7% | 加碼 |
| True Light Capital Pte. Ltd. | 48,754 | $545.8 萬 | 2.76% | +21,552+79.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 48,412 | $541.9 萬 | 0.01% | −21,535−30.8% | 減碼 |
| NewEdge Wealth, LLC | 48,068 | $538.1 萬 | 0.06% | +25,634+114.3% | 加碼 |
| KBC Group NV | 46,171 | $516.9 萬 | 0.01% | +3,863+9.1% | 加碼 |
| Vontobel Holding Ltd. | 40,092 | $448.8 萬 | 0.02% | +19,017+90.2% | 加碼 |
| First Trust Advisors LP | 40,087 | $448.7 萬 | 0.00% | −6,420−13.8% | 減碼 |
| Edmond de Rothschild Holding S.A. | 39,300 | $439.9 萬 | 0.06% | −700−1.8% | 減碼 |
| Schroder Investment Management Group | 39,087 | $437.5 萬 | 0.00% | +2,552+7.0% | 加碼 |
| Manning & Napier Advisors LLC | 39,084 | $437.5 萬 | 0.06% | −523−1.3% | 減碼 |
| Harvest Fund Management Co., Ltd | 39,000 | $436.6 萬 | 0.19% | +39,000 | 新進 |
| Walleye Trading LLC | 38,251 | $428.2 萬 | 0.09% | +22,281+139.5% | 加碼 |