NetEase, Inc. (NTES) — Institutional Holders, Q2 2026

461 institutional investment managers reported a NTES position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $7.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

NTES in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

78

Added to

179

Trimmed

122

Sold out

43

Biggest buyers

  1. GQG PartnersNew · +1,226,473 sh+$157.2M
  2. CAUSEWAY CAPITAL MANAGEMENTNew · +572,412 sh+$73.3M
  3. Ruffer LLPNew · +487,913 sh+$62.5M
  4. ARROWSTREET CAPITAL, LIMITED PARTNERSHIPAdded · +438,994 sh+$56.3M
  5. FMRAdded · +399,738 sh+$51.2M

Biggest sellers

  1. Greenwoods Asset Management Hong Kong Ltd.Trimmed · -2,589,369 sh-$331.8M
  2. BANK OF AMERICATrimmed · -648,467 sh-$83.1M
  3. PBU - The Pension Fund of Early Childhood & Youth EducatorsSold out · -642,558 sh-$82.3M
  4. Mawer Investment Management Ltd.Sold out · -521,873 sh-$66.9M
  5. JPMORGAN CHASETrimmed · -469,626 sh-$60.2M

NTES 13F holders ranked 1–100 of 461

Institutional investors reporting a position in NetEase, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#1 · 8,040,080 sh$1.0B-0.4%
Ninety One UK Ltd#2 · 6,246,584 sh$800.4M-0.6%
Orbis Allan Gray Ltd#3 · 3,503,491 sh$448.9M-2.3%
FMR#4 · 2,516,761 sh$322.5M+18.9%
HARDING LOEVNER#5 · 2,258,205 sh$291.4M-2.8%
DODGE & COX#6 · 2,162,476 sh$277.1M+0.3%
Invesco Ltd.#7 · 2,047,007 sh$262.3M+1.3%
MASSACHUSETTS FINANCIAL SERVICES#8 · 1,572,437 sh$222.0M+14.2%
GQG Partners#9 · 1,226,473 sh$157.2MNew
AMERICAN CENTURY COMPANIES#10 · 1,161,038 sh$148.8M+15.8%
Fisher Asset Management#11 · 1,145,916 sh$146.8M-0.2%
BlackRock#12 · 1,098,474 sh$140.8M+33.1%
MORGAN STANLEY#13 · 1,058,794 sh$135.7M+12.5%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#14 · 1,045,553 sh$134.0M+72.4%
DIMENSIONAL FUND ADVISORS#15 · 1,028,063 sh$131.8M-4.7%
RENAISSANCE TECHNOLOGIES#16 · 971,788 sh$124.5M-28.7%
LAZARD ASSET MANAGEMENT#17 · 865,413 sh$110.9M+48.8%
Man Group plc#18 · 747,272 sh$95.8M-4.1%
Temasek (Private) Ltd#19 · 708,114 sh$90.7M0.0%
BANK OF AMERICA#20 · 676,850 sh$86.7M-48.9%
Capital International Investors#21 · 620,917 sh$79.6M+161.9%
UBS Group AG#22 · 621,108 sh$79.6M+106.5%
DAVIS SELECTED ADVISERS#23 · 612,955 sh$78.5M+45.0%
Greenwoods Asset Management Hong Kong Ltd.#24 · 600,631 sh$77.0M-81.2%
Capital World Investors#25 · 588,782 sh$75.4M+8.8%
CAUSEWAY CAPITAL MANAGEMENT#26 · 572,412 sh$73.3MNew
VAN ECK ASSOCIATES#27 · 543,409 sh$69.6M-7.4%
NORTHERN#28 · 518,267 sh$66.4M-6.3%
Ruffer LLP#29 · 487,913 sh$62.5MNew
Ninety One North America#30 · 486,008 sh$62.3M-3.9%
BI Asset Management Fondsmaeglerselskab A/S#31 · 460,463 sh$59.0M+35.3%
Handelsbanken Fonder AB#32 · 434,115 sh$55.6M+2.8%
BNP PARIBAS FINANCIAL MARKETS#33 · 407,465 sh$52.2M+0.9%
BRANDES INVESTMENT PARTNERS#34 · 378,489 sh$48.5M+246.0%
MILLENNIUM MANAGEMENT#35 · 367,387 sh$47.1M+13.2%
D. E. Shaw#36 · 346,000 sh$44.3M-9.3%
SG Americas Securities#37 · 338,678 sh$43.4MNew
Amundi#38 · 336,561 sh$43.1M-5.1%
TODD ASSET MANAGEMENT#39 · 332,458 sh$42.6M-0.6%
Carrhae Capital LLP#40 · 306,577 sh$39.3M+343.2%
Point72 Asset Management, L.P.#41 · 296,224 sh$38.0MNew
WELLINGTON MANAGEMENT GROUP LLP#42 · 287,620 sh$36.9M+52.7%
NORDEA INVESTMENT MANAGEMENT AB#43 · 229,040 sh$29.5M-10.0%
Swedbank AB#44 · 227,100 sh$29.1M+18.2%
ENVESTNET ASSET MANAGEMENT#45 · 220,862 sh$28.3M+28.1%
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#46 · 210,900 sh$27.0M0.0%
SIH Partners, LLLP#47 · 209,027 sh$26.8M-59.3%
Capital International#48 · 192,111 sh$24.6M+2.0%
Cederberg Capital Ltd#49 · 185,375 sh$23.8M-48.5%
ASSETMARK#50 · 181,122 sh$23.2M+28.4%
Capital Wealth Planning#51 · 166,231 sh$21.3M+81.0%
MY.Alpha Management HK Advisors Ltd#52 · 157,471 sh$20.2M-16.2%
WELLS FARGO & COMPANY#53 · 155,456 sh$19.9M+46.8%
Aspex Management (HK) Ltd#54 · 147,655 sh$18.9M0.0%
ROYAL BANK OF CANADA#55 · 143,439 sh$18.4M+43.7%
GOLDMAN SACHS GROUP#56 · 141,438 sh$18.1M+1.5%
CITIGROUP#57 · 135,031 sh$17.3M-1.3%
Crossmark Global#58 · 124,957 sh$16.0M+1.4%
FARALLON CAPITAL MANAGEMENT#59 · 123,500 sh$15.8M-57.6%
NATIONAL BANK OF CANADA#60 · 122,283 sh$15.7MNew
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#61 · 116,990 sh$15.0M+10.9%
Robeco Institutional Asset Management B.V.#62 · 113,321 sh$14.5M-21.8%
OPTIMAS CAPITAL Ltd#63 · 112,100 sh$14.4MNew
LMR Partners LLP#64 · 99,945 sh$12.8M+304.5%
BALYASNY ASSET MANAGEMENT L.P.#65 · 97,525 sh$12.5MNew
BARCLAYS PLC#66 · 92,561 sh$11.9M-37.9%
Mitsubishi UFJ & Banking#67 · 92,208 sh$11.8M+28.0%
HighTower Advisors#68 · 89,507 sh$11.5M+36.7%
Itau Unibanco Holding S.A.#69 · 85,316 sh$10.9MNew
MIRAE ASSET GLOBAL ETFS Ltd.#70 · 85,204 sh$10.9M-8.9%
Boston Partners#71 · 84,711 sh$10.9MNew
Creative Planning#72 · 84,675 sh$10.9M+73.4%
Guinness Asset Management LTD#73 · 84,586 sh$10.8M+9.3%
Legal & General Group Plc#74 · 81,282 sh$10.4M-16.0%
THRIVENT FINANCIAL FOR LUTHERANS#75 · 80,501 sh$10.3M0.0%
Taikang Asset Management (Hong Kong) Ltd#76 · 80,000 sh$10.3M0.0%
JANE STREET GROUP#77 · 79,720 sh$10.2M-31.4%
MACKENZIE FINANCIAL#78 · 76,966 sh$9.9M+2.1%
GEODE CAPITAL MANAGEMENT#79 · 71,120 sh$9.1M+0.5%
Ninety One SA (PTY) Ltd#80 · 70,256 sh$9.0M+1.9%
JPMORGAN CHASE#81 · 67,255 sh$8.7M-87.5%
Quantinno Capital Management#82 · 65,421 sh$8.4M+84.6%
Polymer Capital Management (HK) LTD#83 · 63,694 sh$8.2MNew
BNP Paribas Asset Management Holding S.A.#84 · 63,344 sh$8.1M+30.8%
NATIXIS ADVISORS#85 · 62,516 sh$8.0M+24.4%
Strategic Global Advisors#86 · 62,421 sh$8.0M+12.0%
Russell Investments Group, Ltd.#87 · 61,266 sh$7.9M-17.4%
O'SHAUGHNESSY ASSET MANAGEMENT#88 · 60,544 sh$7.8M+18.5%
Neuberger Berman Group#89 · 56,628 sh$7.3M-11.6%
NewEdge Wealth#90 · 54,919 sh$7.0M+14.3%
NEW YORK STATE COMMON RETIREMENT FUND#91 · 52,730 sh$6.8M+62.1%
RENAISSANCE GROUP#92 · 52,671 sh$6.7M+81.5%
MARSHALL WACE, LLP#93 · 51,319 sh$6.6M+1.7%
STIFEL FINANCIAL#94 · 49,940 sh$6.4M+72.3%
Regal Partners Ltd#95 · 49,829 sh$6.4MNew
Mariner#96 · 49,770 sh$6.4M-2.1%
True Light Capital Pte. Ltd.#97 · 48,754 sh$6.2M0.0%
KBC Group NV#98 · 47,069 sh$6.0M+1.9%
TWO SIGMA INVESTMENTS#99 · 45,270 sh$5.8M-15.7%
FIRST ADVISORS#100 · 44,252 sh$5.7M+10.4%

Funds that sold out of NTES in Q2 2026 (43)

Held NTES at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held NTES in Q1 2026 and reported no position in Q2 2026.
InstitutionValue in Q1 2026
Mawer Investment Management Ltd.521,873 sh$58.4M
PBU - The Pension Fund of Early Childhood & Youth Educators642,558 sh$41.5M
Qube Research & Technologies Ltd204,889 sh$22.9M
VOLORIDGE INVESTMENT MANAGEMENT92,798 sh$10.4M
Y-Intercept (Hong Kong) Ltd71,766 sh$8.0M
HEALTHCARE OF ONTARIO PENSION PLAN FUND52,200 sh$5.8M
Engineers Gate Manager35,223 sh$3.9M
HRT FINANCIAL28,332 sh$3.2M
Limestone Investment Advisors26,467 sh$3.0M
Integrated Quantitative Investments23,201 sh$2.6M
Long Corridor Asset Management Ltd17,600 sh$2.0M
CAPSTONE INVESTMENT ADVISORS13,218 sh$1.5M
FengHe Fund Management Pte. Ltd.12,400 sh$1.4M
Pictet Asset Management Holding SA11,500 sh$1.3M
J. Goldman11,376 sh$1.3M
Headlands Technologies9,595 sh$1.1M
GSA CAPITAL PARTNERS LLP9,486 sh$1.1M
Summit Global Investments6,130 sh$686.0K
WILLIAM BLAIR INVESTMENT MANAGEMENT6,065 sh$678.9K
SANDERS MORRIS HARRIS5,925 sh$663.2K
AIGEN INVESTMENT MANAGEMENT5,781 sh$647.1K
GUARDCAP ASSET MANAGEMENT Ltd3,855 sh$431.5K
YOUSIF CAPITAL MANAGEMENT3,497 sh$391.5K
GAM Holding AG3,000 sh$335.8K
Accent Capital Management2,780 sh$329.1K
Abacus Wealth Partners2,900 sh$324.6K
Lloyd Advisory Services2,602 sh$291.3K
Campbell & Investment Adviser2,011 sh$225.1K
NOMURA ASSET MANAGEMENT LTD1,930 sh$216.0K
Walleye Capital1,705 sh$190.9K
NATIXIS1,222 sh$136.8K
TORONTO DOMINION BANK1,174 sh$132.0K
Advisory Services Network279 sh$31.2K
TWIN PEAKS WEALTH ADVISORS106 sh$11.9K
Golden State Equity Partners65 sh$7.3K
Innovative Asset Advisors Group56 sh$6.3K
Legacy Wealth Managment17 sh$1.9K
Root Financial Partners15 sh$1.7K
Crewe Advisors12 sh$1.3K
Intentional Wealth Strategies10 sh$1.1K
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT7 sh$784.00
HHM Wealth Advisors6 sh$672.00
Rakuten Securities5 sh$560.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.