ZTO Express (Cayman) Inc. (ZTO) — Institutional Holders, Q2 2026
200 institutional investment managers reported a ZTO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.3B. 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.
ZTO 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
- JPMORGAN CHASENew · +734,836 sh+$16.4M
- MACKENZIE FINANCIALAdded · +624,674 sh+$14.0M
- Point72 Asset Management, L.P.Added · +422,835 sh+$9.5M
- MORGAN STANLEYAdded · +420,120 sh+$9.4M
- Qube Research & Technologies LtdNew · +411,789 sh+$9.2M
Biggest sellers
- CITIGROUPTrimmed · -801,557 sh-$17.9M
- MARSHALL WACE, LLPTrimmed · -577,773 sh-$12.9M
- BANK OF AMERICATrimmed · -452,311 sh-$10.1M
- GOLDMAN SACHS GROUPTrimmed · -223,786 sh-$5.0M
- Legal & General Group PlcTrimmed · -223,142 sh-$5.0M
ZTO 13F holders ranked 1–100 of 200
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | PZENA INVESTMENT MANAGEMENT#1 · 7,322,331 sh | 7,322,331 | $163.9M | 0.48% | -1.9% |
| 2 | GOLDMAN SACHS GROUP#2 · 5,285,030 sh | 5,285,030 | $118.3M | 0.01% | -4.1% |
| 3 | SERENITY CAPITAL MANAGEMENT PTE. LTD.#3 · 5,056,987 sh | 5,056,987 | $113.2M | 34.13% | 0.0% |
| 4 | Temasek (Private) Ltd#4 · 4,147,325 sh | 4,147,325 | $92.8M | 0.25% | 0.0% |
| 5 | MORGAN STANLEY#5 · 4,130,197 sh | 4,130,197 | $92.4M | <0.01% | +11.3% |
| 6 | Fisher Asset Management#6 · 3,499,424 sh | 3,499,424 | $78.3M | 0.02% | -3.5% |
| 7 | PLATINUM INVESTMENT MANAGEMENT LTD#7 · 1,994,127 sh | 1,994,127 | $44.6M | 10.97% | 0.0% |
| 8 | MACKENZIE FINANCIAL#8 · 1,914,997 sh | 1,914,997 | $42.9M | 0.04% | +48.4% |
| 9 | TODD ASSET MANAGEMENT#9 · 1,891,052 sh | 1,891,052 | $42.3M | 0.75% | +10.4% |
| 10 | MARSHALL WACE, LLP#10 · 1,742,654 sh | 1,742,654 | $39.0M | 0.03% | -24.9% |
| 11 | DIMENSIONAL FUND ADVISORS#11 · 1,467,205 sh | 1,467,205 | $32.8M | <0.01% | -11.2% |
| 12 | Legal & General Group Plc#12 · 1,346,942 sh | 1,346,942 | $30.2M | <0.01% | -14.2% |
| 13 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#13 · 1,188,250 sh | 1,188,250 | $26.6M | 0.18% | +10.3% |
| 14 | CITADEL ADVISORS#14 · 1,096,684 sh | 1,096,684 | $24.5M | <0.01% | +12.5% |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#15 · 1,026,694 sh | 1,026,694 | $23.0M | 0.01% | +11.6% |
| 16 | Point72 Asset Management, L.P.#16 · 979,113 sh | 979,113 | $21.9M | 0.02% | +76.0% |
| 17 | STATE STREET#17 · 949,365 sh | 949,365 | $21.2M | <0.01% | -5.4% |
| 18 | AMERICAN CENTURY COMPANIES#18 · 887,573 sh | 887,573 | $19.9M | <0.01% | -3.8% |
| 19 | CITIGROUP#19 · 747,506 sh | 747,506 | $16.7M | <0.01% | -51.7% |
| 20 | JPMORGAN CHASE#20 · 734,836 sh | 734,836 | $16.3M | <0.01% | New |
| 21 | Crossmark Global#21 · 712,014 sh | 712,014 | $15.9M | — | +10.9% |
| 22 | BNP PARIBAS FINANCIAL MARKETS#22 · 651,562 sh | 651,562 | $14.6M | <0.01% | -1.1% |
| 23 | UBS Group AG#23 · 556,429 sh | 556,429 | $12.4M | <0.01% | -17.0% |
| 24 | State of New Jersey Common Pension Fund D#24 · 509,092 sh | 509,092 | $11.4M | 0.04% | 0.0% |
| 25 | Russell Investments Group, Ltd.#25 · 466,340 sh | 466,340 | $10.4M | <0.01% | -11.2% |
| 26 | BlackRock#26 · 453,093 sh | 453,093 | $10.1M | <0.01% | -5.4% |
| 27 | WOLVERINE ASSET MANAGEMENT#27 · 10,050,000 sh | 10,050,000 | $9.8M | 0.09% | 0.0% |
| 28 | Qube Research & Technologies Ltd#28 · 411,789 sh | 411,789 | $9.2M | <0.01% | New |
| 29 | RENAISSANCE TECHNOLOGIES#29 · 406,600 sh | 406,600 | $9.1M | 0.01% | -34.3% |
| 30 | BANK OF AMERICA#30 · 383,396 sh | 383,396 | $8.6M | <0.01% | -54.1% |
| 31 | LEUCADIA NATIONAL#31 · 7,488,000 sh | 7,488,000 | $7.2M | 0.05% | 0.0% |
| 32 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#32 · 308,922 sh | 308,922 | $6.9M | <0.01% | +708.4% |
| 33 | JANE STREET GROUP#33 · 301,208 sh | 301,208 | $6.7M | <0.01% | +447.7% |
| 34 | SIH Partners, LLLP#34 · 296,850 sh | 296,850 | $6.6M | 0.04% | -12.4% |
| 35 | Quantinno Capital Management#35 · 292,310 sh | 292,310 | $6.5M | <0.01% | +58.7% |
| 36 | ICON ADVISERS#36 · 260,000 sh | 260,000 | $5.8M | 1.09% | +8.3% |
| 37 | HSBC PLC#37 · 258,869 sh | 258,869 | $5.8M | <0.01% | +5.4% |
| 38 | AVIVA PLC#38 · 258,246 sh | 258,246 | $5.8M | <0.01% | -1.7% |
| 39 | Virtus Family Office#39 · 226,163 sh | 226,163 | $5.1M | 4.00% | +5.7% |
| 40 | Mitsubishi UFJ & Banking#40 · 205,776 sh | 205,776 | $4.6M | 0.01% | +150.6% |
| 41 | NATIONAL BANK OF CANADA#41 · 200,000 sh | 200,000 | $4.5M | <0.01% | New |
| 42 | KBC Group NV#42 · 181,823 sh | 181,823 | $4.1M | — | +3.1% |
| 43 | ACADIAN ASSET MANAGEMENT#43 · 181,176 sh | 181,176 | $4.0M | <0.01% | -34.7% |
| 44 | SILVERCREST ASSET MANAGEMENT GROUP#44 · 178,551 sh | 178,551 | $4.0M | 0.03% | -0.2% |
| 45 | SEI INVESTMENTS#45 · 178,503 sh | 178,503 | $4.0M | <0.01% | -15.6% |
| 46 | DekaBank Deutsche Girozentrale#46 · 162,421 sh | 162,421 | $3.9M | <0.01% | 0.0% |
| 47 | STOREBRAND ASSET MANAGEMENT AS#47 · 169,701 sh | 169,701 | $3.8M | <0.01% | -10.0% |
| 48 | XTX Topco Ltd#48 · 162,758 sh | 162,758 | $3.6M | 0.05% | +567.5% |
| 49 | Aurora Investment Counsel#49 · 144,891 sh | 144,891 | $3.2M | 1.67% | -2.9% |
| 50 | Swedbank AB#50 · 123,880 sh | 123,880 | $2.8M | <0.01% | 0.0% |
| 51 | STIFEL FINANCIAL#51 · 119,499 sh | 119,499 | $2.7M | <0.01% | -1.5% |
| 52 | Man Group plc#52 · 118,366 sh | 118,366 | $2.6M | <0.01% | New |
| 53 | ENVESTNET ASSET MANAGEMENT#53 · 113,608 sh | 113,608 | $2.5M | <0.01% | -30.6% |
| 54 | GSA CAPITAL PARTNERS LLP#54 · 113,112 sh | 113,112 | $2.5M | 0.16% | +1.3% |
| 55 | Mariner#55 · 108,529 sh | 108,529 | $2.4M | <0.01% | -1.2% |
| 56 | HRT FINANCIAL#56 · 205,313 sh | 205,313 | $2.4M | <0.01% | New |
| 57 | Invesco Ltd.#57 · 103,135 sh | 103,135 | $2.3M | <0.01% | -17.3% |
| 58 | MILLENNIUM MANAGEMENT#58 · 96,825 sh | 96,825 | $2.2M | <0.01% | -32.7% |
| 59 | US BANCORP \DE\#59 · 81,433 sh | 81,433 | $1.8M | <0.01% | +59.0% |
| 60 | GUGGENHEIM CAPITAL#60 · 71,956 sh | 71,956 | $1.6M | 0.01% | +5.8% |
| 61 | Portman Square Capital LLP#61 · 71,243 sh | 71,243 | $1.6M | — | -11.5% |
| 62 | Advisors Asset Management#62 · 67,204 sh | 67,204 | $1.5M | 0.02% | New |
| 63 | AMERIPRISE FINANCIAL#63 · 67,175 sh | 67,175 | $1.5M | <0.01% | -0.6% |
| 64 | TWO SIGMA INVESTMENTS#64 · 64,627 sh | 64,627 | $1.4M | <0.01% | New |
| 65 | Vident Advisory#65 · 64,023 sh | 64,023 | $1.4M | 0.01% | +2.2% |
| 66 | Maven Securities LTD#66 · 61,525 sh | 61,525 | $1.4M | 0.03% | 0.0% |
| 67 | D. E. Shaw#67 · 60,268 sh | 60,268 | $1.3M | <0.01% | -62.2% |
| 68 | Point Nemo Capital#68 · 59,169 sh | 59,169 | $1.3M | 0.67% | New |
| 69 | PROFUND ADVISORS#69 · 57,798 sh | 57,798 | $1.3M | 0.04% | -0.1% |
| 70 | Global Retirement Partners#70 · 56,021 sh | 56,021 | $1.3M | 0.02% | — |
| 71 | ROYAL LONDON ASSET MANAGEMENT LTD#71 · 53,694 sh | 53,694 | $1.2M | <0.01% | 0.0% |
| 72 | NOMURA ASSET MANAGEMENT INTERNATIONAL#72 · 53,016 sh | 53,016 | $1.2M | <0.01% | +43.5% |
| 73 | DnB Asset Management AS#73 · 51,108 sh | 51,108 | $1.1M | <0.01% | -2.7% |
| 74 | WELLS FARGO & COMPANY#74 · 50,020 sh | 50,020 | $1.1M | <0.01% | +1177.3% |
| 75 | Campbell & Investment Adviser#75 · 47,914 sh | 47,914 | $1.1M | 0.06% | New |
| 76 | Savant Capital#76 · 44,399 sh | 44,399 | $1.1M | <0.01% | +90.7% |
| 77 | Long Corridor Asset Management Ltd#77 · 46,000 sh | 46,000 | $1.0M | 0.31% | 0.0% |
| 78 | O'SHAUGHNESSY ASSET MANAGEMENT#78 · 45,813 sh | 45,813 | $1.0M | <0.01% | +1.1% |
| 79 | IMC-Chicago#79 · 44,932 sh | 44,932 | $1.0M | <0.01% | New |
| 80 | BARCLAYS PLC#80 · 43,971 sh | 43,971 | $984.1K | <0.01% | -6.9% |
| 81 | Squarepoint Ops#81 · 40,261 sh | 40,261 | $901.0K | <0.01% | +18.5% |
| 82 | NORTHERN#82 · 38,979 sh | 38,979 | $872.4K | <0.01% | +1.3% |
| 83 | Vanguard Personalized Indexing Management#83 · 38,741 sh | 38,741 | $867.0K | <0.01% | +18.4% |
| 84 | Nuveen#84 · 37,106 sh | 37,106 | $830.4K | <0.01% | New |
| 85 | PEAK6#85 · 35,690 sh | 35,690 | $798.7K | <0.01% | New |
| 86 | IEQ CAPITAL#86 · 35,385 sh | 35,385 | $791.9K | <0.01% | +248.0% |
| 87 | LPL Financial#87 · 31,425 sh | 31,425 | $703.3K | <0.01% | New |
| 88 | QUADRANT CAPITAL GROUP#88 · 30,781 sh | 30,781 | $688.9K | — | -51.3% |
| 89 | Walleye Trading#89 · 29,666 sh | 29,666 | $663.9K | <0.01% | New |
| 90 | Polymer Capital Management (HK) LTD#90 · 28,800 sh | 28,800 | $644.5K | 0.03% | -7.8% |
| 91 | MACQUARIE GROUP LTD#91 · 27,940 sh | 27,940 | $625.3K | <0.01% | -27.4% |
| 92 | SG Americas Securities#92 · 27,707 sh | 27,707 | $620.0K | <0.01% | New |
| 93 | Ethic#93 · 27,256 sh | 27,256 | $610.0K | <0.01% | +59.2% |
| 94 | FIFTH THIRD BANCORP#94 · 26,081 sh | 26,081 | $583.7K | <0.01% | +8.9% |
| 95 | ROYAL BANK OF CANADA#95 · 26,054 sh | 26,054 | $583.0K | <0.01% | -58.4% |
| 96 | U S GLOBAL INVESTORS#96 · 24,296 sh | 24,296 | $543.7K | — | +8.8% |
| 97 | HANTZ FINANCIAL SERVICES#97 · 24,012 sh | 24,012 | $537.0K | <0.01% | -2.5% |
| 98 | QRG CAPITAL MANAGEMENT#98 · 23,840 sh | 23,840 | $533.5K | <0.01% | -8.1% |
| 99 | BNP Paribas Asset Management Holding S.A.#99 · 23,817 sh | 23,817 | $533.0K | <0.01% | -2.1% |
| 100 | Creative Planning#100 · 23,598 sh | 23,598 | $528.1K | <0.01% | -2.3% |
Funds that sold out of ZTO in Q2 2026 (19)
Held ZTO 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.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| BRILLIANCE ASSET MANAGEMENT LTD112,444 sh | 112,444 | $2.8M |
| DUMAC96,781 sh | 96,781 | $2.4M |
| BRANDES INVESTMENT PARTNERS88,827 sh | 88,827 | $2.2M |
| Swiss Life Asset Management Ltd84,100 sh | 84,100 | $2.0M |
| Taikang Asset Management (Hong Kong) Ltd49,100 sh | 49,100 | $1.2M |
| YOUSIF CAPITAL MANAGEMENT9,504 sh | 9,504 | $239.2K |
| Pathstone9,188 sh | 9,188 | $231.3K |
| PDS Planning8,566 sh | 8,566 | $215.6K |
| Cetera Investment Advisers8,419 sh | 8,419 | $211.9K |
| SIMPLEX TRADING6,754 sh | 6,754 | $170.0K |
| First Command Advisory Services1,895 sh | 1,895 | $47.7K |
| MAI Capital Management83 sh | 83 | $2.1K |
| TD Waterhouse Canada61 sh | 61 | $1.5K |
| JPL Wealth Management59 sh | 59 | $1.5K |
| Advisory Services Network59 sh | 59 | $1.5K |
| NBC SECURITIES31 sh | 31 | $780.00 |
| Root Financial Partners23 sh | 23 | $579.00 |
| Himension Fund16 sh | 16 | $403.00 |
| BESSEMER GROUP14 sh | 14 | $0.00 |
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.