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ZTO EXPRESS CAYMAN · 13F 机构持仓分析
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ZTO EXPRESS CAYMAN

ZTO EXPRESS CAYMAN INCZTO
持有机构数
197
机构合计市值 (Q2 2026)
$14.28亿
机构合计股数 (Q2 2026)
6,382.5万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+537.9万股
103 · 40 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-758.7万股
86 · 22 清仓 · ≈
⚖️ 净额
-220.8万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$14.28亿
持有机构数
197
新买入
40
加仓
63
减仓
64
清仓
22
持股不变
30
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Pzena投资管理PZENA INVESTMENT MANAGEMENT LLC
0.48%0.61%#9$1.64亿732.2万股$1.88亿746.1万股-13.9万股-1.86%减仓
高盛集团GOLDMAN SACHS GROUP INC
0.01%0.02%#43$1.18亿528.5万股$1.45亿576.0万股-47.5万股-8.24%减仓
SERENITY CAPITAL MANAGEMENT PTE. LTD.
34.13%30.72%#1$1.13亿505.7万股$1.27亿505.7万股00.00%持仓不变
淡马锡控股Temasek Holdings (Private) Ltd
0.25%0.34%#11$9,281.7万414.7万股$1.04亿414.7万股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%0.01%#69$9,243.4万413.0万股$1.03亿539.0万股-126.0万股-23.37%减仓
费雪资产管理Fisher Asset Management, LLC
0.02%0.03%#32$7,831.7万349.9万股$9,125.0万362.5万股-12.6万股-3.47%减仓
PLATINUM INVESTMENT MANAGEMENT LTD
10.97%12.65%#2$4,462.9万199.4万股$5,019.2万199.4万股00.00%持仓不变
麦肯齐金融MACKENZIE FINANCIAL CORP
0.04%0.04%#24$4,285.8万191.5万股$3,247.7万129.0万股+62.5万股+48.41%加仓
托德资产管理TODD ASSET MANAGEMENT LLC
0.75%0.84%#6$4,232.2万189.1万股$4,311.2万171.3万股+17.8万股+10.41%加仓
瑞银集团UBS Group AG
0.01%0.01%#68$4,060.4万181.4万股$4,853.3万192.8万股-11.4万股-5.91%减仓
马歇尔·韦斯MARSHALL WACE, LLP
0.03%0.06%#28$3,900.1万174.3万股$5,840.5万232.0万股-57.8万股-24.90%减仓
维度基金顾问DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#64$3,282.4万146.7万股$4,156.0万165.3万股-18.6万股-11.23%减仓
英国法通集团Legal & General Group Plc
0.01%0.01%#63$3,016.5万134.7万股$3,946.4万157.0万股-22.3万股-14.21%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#92$2,931.1万131.0万股$2,821.1万112.1万股+18.9万股+16.85%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#82$2,879.4万128.7万股$2,803.3万111.4万股+17.3万股+15.52%加仓
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY
0.18%0.21%#13$2,659.3万118.8万股$2,711.4万107.7万股+11.1万股+10.30%加仓
箭街资本ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
0.01%0.01%#44$2,297.7万102.7万股$2,316.5万92.0万股+10.6万股+11.55%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#105$2,243.6万100.3万股$1,384.4万55.0万股+45.3万股+82.27%加仓
Point72资产管理Point72 Asset Management, L.P.
0.02%0.02%#31$2,191.3万97.9万股$1,400.2万55.6万股+42.3万股+76.01%加仓
道富集团STATE STREET CORP
<0.01%<0.01%#125$2,124.7万94.9万股$2,525.7万100.3万股-5.4万股-5.39%减仓
美国世纪投资AMERICAN CENTURY COMPANIES INC
0.01%0.01%#50$1,986.4万88.8万股$2,322.1万92.3万股-3.5万股-3.79%减仓
花旗集团CITIGROUP INC
0.01%0.02%#66$1,672.9万74.8万股$5,409.2万214.9万股-140.2万股-65.22%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#118$1,629.9万73.5万股$5.5万2,263股+73.3万股+32,371.76%加仓
十字标全球控股Crossmark Global Holdings, Inc.
0.21%0.24%#12$1,593.5万71.2万股$1,615.9万64.2万股+7.0万股+10.91%加仓
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
0.01%0.01%#59$1,458.2万65.2万股$1,657.9万65.9万股-7,107股-1.08%减仓
Portman Square Capital LLP
0.6%0.61%#8$1,264.3万56.5万股$1,590.5万63.2万股-6.7万股-10.60%减仓
新泽西州共同养老基金State of New Jersey Common Pension Fund D
0.04%0.05%#25$1,139.3万50.9万股$1,281.4万50.9万股00.00%持仓不变
罗素投资集团Russell Investments Group, Ltd.
0.01%0.01%#54$1,042.2万46.6万股$1,315.8万52.5万股-5.9万股-11.22%减仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#167$1,014.0万45.3万股$1,206.1万47.9万股-2.6万股-5.44%减仓
Walleye交易Walleye Trading LLC
0.01%0.02%#40$954.9万42.7万股$997.2万39.6万股+3.0万股+7.69%加仓
Qube研究科技Qube Research & Technologies Ltd
0.01%#52$921.6万41.2万股$00股+41.2万股新买入
文艺复兴科技RENAISSANCE TECHNOLOGIES LLC
0.01%0.02%#39$910.0万40.7万股$1,557.5万61.9万股-21.2万股-34.29%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#129$858.0万38.3万股$2,103.5万83.6万股-45.2万股-54.12%减仓
PEAK6PEAK6 LLC
0.01%0.02%#38$706.5万31.6万股$704.8万28.0万股+3.6万股+12.75%加仓
SIH合伙人SIH Partners, LLLP
0.04%0.11%#23$664.4万29.7万股$853.4万33.9万股-4.2万股-12.45%减仓
Quantinno资本管理Quantinno Capital Management LP
0.01%0.01%#55$654.2万29.2万股$463.7万18.4万股+10.8万股+58.68%加仓
ICON ADVISERS INC/CO
1.09%1.4%#5$581.9万26.0万股$604.1万24.0万股+2.0万股+8.33%加仓
汇丰控股HSBC HOLDINGS PLC
<0.01%<0.01%#93$579.8万25.9万股$618.2万24.6万股+1.3万股+5.44%加仓
英杰华AVIVA PLC
0.01%0.01%#53$578.0万25.8万股$661.5万26.3万股-4,551股-1.73%减仓
Virtus Family Office LLC
4%4.59%#3$506.2万22.6万股$538.4万21.4万股+1.2万股+5.72%加仓
三菱UFJ信托银行Mitsubishi UFJ Trust & Banking Corp
0.01%0.01%#46$460.5万20.6万股$206.6万8.2万股+12.4万股+150.64%加仓
加拿大国家银行NATIONAL BANK OF CANADA /FI/
<0.01%#78$447.6万20.0万股$00股+20.0万股新买入
KBC Group NV
0.01%0.01%#49$406.9万18.2万股$443.7万17.6万股+5,546股+3.15%加仓
ACADIAN ASSET MANAGEMENT LLC
<0.01%0.01%#71$405.5万18.1万股$697.5万27.7万股-9.6万股-34.68%减仓
Silvercrest资产管理集团SILVERCREST ASSET MANAGEMENT GROUP LLC
0.03%0.03%#30$399.6万17.9万股$450.4万17.9万股-383股-0.21%减仓
SEI投资SEI INVESTMENTS CO
<0.01%<0.01%#80$399.5万17.9万股$532.1万21.1万股-3.3万股-15.56%减仓
挪威Storebrand资产管理STOREBRAND ASSET MANAGEMENT AS
0.01%0.02%#47$379.8万17.0万股$681.9万32.0万股-15.1万股-47.04%减仓
XTX资本XTX Topco Ltd
0.05%0.01%#21$364.3万16.3万股$61.4万2.4万股+13.8万股+567.45%加仓
DekaBank Deutsche Girozentrale
0.01%0.01%#67$363.5万16.2万股$401.5万16.2万股00.00%持仓不变
Aurora Investment Counsel
1.67%2.08%#4$324.3万14.5万股$375.5万14.9万股-4,304股-2.88%减仓

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