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.
Biggest buyers
- GQG PartnersNew · +1,226,473 sh+$157.2M
- CAUSEWAY CAPITAL MANAGEMENTNew · +572,412 sh+$73.3M
- Ruffer LLPNew · +487,913 sh+$62.5M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIPAdded · +438,994 sh+$56.3M
- FMRAdded · +399,738 sh+$51.2M
Biggest sellers
- Greenwoods Asset Management Hong Kong Ltd.Trimmed · -2,589,369 sh-$331.8M
- BANK OF AMERICATrimmed · -648,467 sh-$83.1M
- PBU - The Pension Fund of Early Childhood & Youth EducatorsSold out · -642,558 sh-$82.3M
- Mawer Investment Management Ltd.Sold out · -521,873 sh-$66.9M
- JPMORGAN CHASETrimmed · -469,626 sh-$60.2M
NTES 13F holders ranked 1–100 of 461
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#1 · 8,040,080 sh | 8,040,080 | $1.0B | 0.19% | -0.4% |
| 2 | Ninety One UK Ltd#2 · 6,246,584 sh | 6,246,584 | $800.4M | — | -0.6% |
| 3 | Orbis Allan Gray Ltd#3 · 3,503,491 sh | 3,503,491 | $448.9M | 1.54% | -2.3% |
| 4 | FMR#4 · 2,516,761 sh | 2,516,761 | $322.5M | 0.01% | +18.9% |
| 5 | HARDING LOEVNER#5 · 2,258,205 sh | 2,258,205 | $291.4M | 2.74% | -2.8% |
| 6 | DODGE & COX#6 · 2,162,476 sh | 2,162,476 | $277.1M | 0.15% | +0.3% |
| 7 | Invesco Ltd.#7 · 2,047,007 sh | 2,047,007 | $262.3M | 0.02% | +1.3% |
| 8 | MASSACHUSETTS FINANCIAL SERVICES#8 · 1,572,437 sh | 1,572,437 | $222.0M | 0.07% | +14.2% |
| 9 | GQG Partners#9 · 1,226,473 sh | 1,226,473 | $157.2M | 0.29% | New |
| 10 | AMERICAN CENTURY COMPANIES#10 · 1,161,038 sh | 1,161,038 | $148.8M | 0.07% | +15.8% |
| 11 | Fisher Asset Management#11 · 1,145,916 sh | 1,145,916 | $146.8M | 0.04% | -0.2% |
| 12 | BlackRock#12 · 1,098,474 sh | 1,098,474 | $140.8M | <0.01% | +33.1% |
| 13 | MORGAN STANLEY#13 · 1,058,794 sh | 1,058,794 | $135.7M | <0.01% | +12.5% |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#14 · 1,045,553 sh | 1,045,553 | $134.0M | 0.06% | +72.4% |
| 15 | DIMENSIONAL FUND ADVISORS#15 · 1,028,063 sh | 1,028,063 | $131.8M | 0.02% | -4.7% |
| 16 | RENAISSANCE TECHNOLOGIES#16 · 971,788 sh | 971,788 | $124.5M | 0.17% | -28.7% |
| 17 | LAZARD ASSET MANAGEMENT#17 · 865,413 sh | 865,413 | $110.9M | 0.17% | +48.8% |
| 18 | Man Group plc#18 · 747,272 sh | 747,272 | $95.8M | 0.15% | -4.1% |
| 19 | Temasek (Private) Ltd#19 · 708,114 sh | 708,114 | $90.7M | 0.24% | 0.0% |
| 20 | BANK OF AMERICA#20 · 676,850 sh | 676,850 | $86.7M | <0.01% | -48.9% |
| 21 | Capital International Investors#21 · 620,917 sh | 620,917 | $79.6M | 0.02% | +161.9% |
| 22 | UBS Group AG#22 · 621,108 sh | 621,108 | $79.6M | 0.01% | +106.5% |
| 23 | DAVIS SELECTED ADVISERS#23 · 612,955 sh | 612,955 | $78.5M | 0.34% | +45.0% |
| 24 | Greenwoods Asset Management Hong Kong Ltd.#24 · 600,631 sh | 600,631 | $77.0M | 3.52% | -81.2% |
| 25 | Capital World Investors#25 · 588,782 sh | 588,782 | $75.4M | <0.01% | +8.8% |
| 26 | CAUSEWAY CAPITAL MANAGEMENT#26 · 572,412 sh | 572,412 | $73.3M | 0.79% | New |
| 27 | VAN ECK ASSOCIATES#27 · 543,409 sh | 543,409 | $69.6M | 0.04% | -7.4% |
| 28 | NORTHERN#28 · 518,267 sh | 518,267 | $66.4M | <0.01% | -6.3% |
| 29 | Ruffer LLP#29 · 487,913 sh | 487,913 | $62.5M | 2.21% | New |
| 30 | Ninety One North America#30 · 486,008 sh | 486,008 | $62.3M | — | -3.9% |
| 31 | BI Asset Management Fondsmaeglerselskab A/S#31 · 460,463 sh | 460,463 | $59.0M | — | +35.3% |
| 32 | Handelsbanken Fonder AB#32 · 434,115 sh | 434,115 | $55.6M | 0.16% | +2.8% |
| 33 | BNP PARIBAS FINANCIAL MARKETS#33 · 407,465 sh | 407,465 | $52.2M | 0.02% | +0.9% |
| 34 | BRANDES INVESTMENT PARTNERS#34 · 378,489 sh | 378,489 | $48.5M | 0.34% | +246.0% |
| 35 | MILLENNIUM MANAGEMENT#35 · 367,387 sh | 367,387 | $47.1M | 0.02% | +13.2% |
| 36 | D. E. Shaw#36 · 346,000 sh | 346,000 | $44.3M | 0.02% | -9.3% |
| 37 | SG Americas Securities#37 · 338,678 sh | 338,678 | $43.4M | 0.02% | New |
| 38 | Amundi#38 · 336,561 sh | 336,561 | $43.1M | 0.01% | -5.1% |
| 39 | TODD ASSET MANAGEMENT#39 · 332,458 sh | 332,458 | $42.6M | 0.76% | -0.6% |
| 40 | Carrhae Capital LLP#40 · 306,577 sh | 306,577 | $39.3M | — | +343.2% |
| 41 | Point72 Asset Management, L.P.#41 · 296,224 sh | 296,224 | $38.0M | 0.04% | New |
| 42 | WELLINGTON MANAGEMENT GROUP LLP#42 · 287,620 sh | 287,620 | $36.9M | <0.01% | +52.7% |
| 43 | NORDEA INVESTMENT MANAGEMENT AB#43 · 229,040 sh | 229,040 | $29.5M | 0.02% | -10.0% |
| 44 | Swedbank AB#44 · 227,100 sh | 227,100 | $29.1M | — | +18.2% |
| 45 | ENVESTNET ASSET MANAGEMENT#45 · 220,862 sh | 220,862 | $28.3M | <0.01% | +28.1% |
| 46 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#46 · 210,900 sh | 210,900 | $27.0M | 0.18% | 0.0% |
| 47 | SIH Partners, LLLP#47 · 209,027 sh | 209,027 | $26.8M | 0.17% | -59.3% |
| 48 | Capital International#48 · 192,111 sh | 192,111 | $24.6M | 0.17% | +2.0% |
| 49 | Cederberg Capital Ltd#49 · 185,375 sh | 185,375 | $23.8M | 23.67% | -48.5% |
| 50 | ASSETMARK#50 · 181,122 sh | 181,122 | $23.2M | — | +28.4% |
| 51 | Capital Wealth Planning#51 · 166,231 sh | 166,231 | $21.3M | 0.11% | +81.0% |
| 52 | MY.Alpha Management HK Advisors Ltd#52 · 157,471 sh | 157,471 | $20.2M | 7.77% | -16.2% |
| 53 | WELLS FARGO & COMPANY#53 · 155,456 sh | 155,456 | $19.9M | <0.01% | +46.8% |
| 54 | Aspex Management (HK) Ltd#54 · 147,655 sh | 147,655 | $18.9M | 0.21% | 0.0% |
| 55 | ROYAL BANK OF CANADA#55 · 143,439 sh | 143,439 | $18.4M | <0.01% | +43.7% |
| 56 | GOLDMAN SACHS GROUP#56 · 141,438 sh | 141,438 | $18.1M | <0.01% | +1.5% |
| 57 | CITIGROUP#57 · 135,031 sh | 135,031 | $17.3M | <0.01% | -1.3% |
| 58 | Crossmark Global#58 · 124,957 sh | 124,957 | $16.0M | — | +1.4% |
| 59 | FARALLON CAPITAL MANAGEMENT#59 · 123,500 sh | 123,500 | $15.8M | 0.07% | -57.6% |
| 60 | NATIONAL BANK OF CANADA#60 · 122,283 sh | 122,283 | $15.7M | 0.01% | New |
| 61 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#61 · 116,990 sh | 116,990 | $15.0M | 0.04% | +10.9% |
| 62 | Robeco Institutional Asset Management B.V.#62 · 113,321 sh | 113,321 | $14.5M | — | -21.8% |
| 63 | OPTIMAS CAPITAL Ltd#63 · 112,100 sh | 112,100 | $14.4M | 14.82% | New |
| 64 | LMR Partners LLP#64 · 99,945 sh | 99,945 | $12.8M | 0.05% | +304.5% |
| 65 | BALYASNY ASSET MANAGEMENT L.P.#65 · 97,525 sh | 97,525 | $12.5M | 0.02% | New |
| 66 | BARCLAYS PLC#66 · 92,561 sh | 92,561 | $11.9M | <0.01% | -37.9% |
| 67 | Mitsubishi UFJ & Banking#67 · 92,208 sh | 92,208 | $11.8M | 0.03% | +28.0% |
| 68 | HighTower Advisors#68 · 89,507 sh | 89,507 | $11.5M | 0.01% | +36.7% |
| 69 | Itau Unibanco Holding S.A.#69 · 85,316 sh | 85,316 | $10.9M | 0.21% | New |
| 70 | MIRAE ASSET GLOBAL ETFS Ltd.#70 · 85,204 sh | 85,204 | $10.9M | 0.01% | -8.9% |
| 71 | Boston Partners#71 · 84,711 sh | 84,711 | $10.9M | <0.01% | New |
| 72 | Creative Planning#72 · 84,675 sh | 84,675 | $10.9M | <0.01% | +73.4% |
| 73 | Guinness Asset Management LTD#73 · 84,586 sh | 84,586 | $10.8M | 0.18% | +9.3% |
| 74 | Legal & General Group Plc#74 · 81,282 sh | 81,282 | $10.4M | <0.01% | -16.0% |
| 75 | THRIVENT FINANCIAL FOR LUTHERANS#75 · 80,501 sh | 80,501 | $10.3M | 0.02% | 0.0% |
| 76 | Taikang Asset Management (Hong Kong) Ltd#76 · 80,000 sh | 80,000 | $10.3M | 0.93% | 0.0% |
| 77 | JANE STREET GROUP#77 · 79,720 sh | 79,720 | $10.2M | <0.01% | -31.4% |
| 78 | MACKENZIE FINANCIAL#78 · 76,966 sh | 76,966 | $9.9M | <0.01% | +2.1% |
| 79 | GEODE CAPITAL MANAGEMENT#79 · 71,120 sh | 71,120 | $9.1M | <0.01% | +0.5% |
| 80 | Ninety One SA (PTY) Ltd#80 · 70,256 sh | 70,256 | $9.0M | — | +1.9% |
| 81 | JPMORGAN CHASE#81 · 67,255 sh | 67,255 | $8.7M | <0.01% | -87.5% |
| 82 | Quantinno Capital Management#82 · 65,421 sh | 65,421 | $8.4M | 0.01% | +84.6% |
| 83 | Polymer Capital Management (HK) LTD#83 · 63,694 sh | 63,694 | $8.2M | 0.41% | New |
| 84 | BNP Paribas Asset Management Holding S.A.#84 · 63,344 sh | 63,344 | $8.1M | <0.01% | +30.8% |
| 85 | NATIXIS ADVISORS#85 · 62,516 sh | 62,516 | $8.0M | <0.01% | +24.4% |
| 86 | Strategic Global Advisors#86 · 62,421 sh | 62,421 | $8.0M | 1.13% | +12.0% |
| 87 | Russell Investments Group, Ltd.#87 · 61,266 sh | 61,266 | $7.9M | <0.01% | -17.4% |
| 88 | O'SHAUGHNESSY ASSET MANAGEMENT#88 · 60,544 sh | 60,544 | $7.8M | 0.04% | +18.5% |
| 89 | Neuberger Berman Group#89 · 56,628 sh | 56,628 | $7.3M | <0.01% | -11.6% |
| 90 | NewEdge Wealth#90 · 54,919 sh | 54,919 | $7.0M | 0.07% | +14.3% |
| 91 | NEW YORK STATE COMMON RETIREMENT FUND#91 · 52,730 sh | 52,730 | $6.8M | <0.01% | +62.1% |
| 92 | RENAISSANCE GROUP#92 · 52,671 sh | 52,671 | $6.7M | 0.27% | +81.5% |
| 93 | MARSHALL WACE, LLP#93 · 51,319 sh | 51,319 | $6.6M | <0.01% | +1.7% |
| 94 | STIFEL FINANCIAL#94 · 49,940 sh | 49,940 | $6.4M | <0.01% | +72.3% |
| 95 | Regal Partners Ltd#95 · 49,829 sh | 49,829 | $6.4M | 0.35% | New |
| 96 | Mariner#96 · 49,770 sh | 49,770 | $6.4M | <0.01% | -2.1% |
| 97 | True Light Capital Pte. Ltd.#97 · 48,754 sh | 48,754 | $6.2M | 4.12% | 0.0% |
| 98 | KBC Group NV#98 · 47,069 sh | 47,069 | $6.0M | — | +1.9% |
| 99 | TWO SIGMA INVESTMENTS#99 · 45,270 sh | 45,270 | $5.8M | <0.01% | -15.7% |
| 100 | FIRST ADVISORS#100 · 44,252 sh | 44,252 | $5.7M | <0.01% | +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.
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.