DaveManuel.com · Institutional Ownership · Who Owns It
ZTO EXPRESS CAYMAN INC (ZTO)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
198
Reporting holders
$1.5B
Reported value
4.0%
Calls
4.6%
Puts
+15
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | $163.9M | 7,322,331 | 0.48% | 12q | -1.9%-$3.1M |
| GOLDMAN SACHS GROUP INC | $118.3M | 5,285,030 | 0.01% | 31q | -4.1%-$5.0M |
| SERENITY CAPITAL MANAGEMENT PTE. LTD. | $113.2M | 5,056,987 | 34.13% | 15q | HELD |
| Temasek Holdings (Private) Ltd | $92.8M | 4,147,325 | 0.25% | 31q | HELD |
| MORGAN STANLEY | $92.4M | 4,130,197 | 0.00% | 35q | +11.3%+$9.4M |
| Fisher Asset Management, LLC | $78.3M | 3,499,424 | 0.02% | 9q | -3.5%-$2.8M |
| PLATINUM INVESTMENT MANAGEMENT LTD | $44.6M | 1,994,127 | 10.97% | 31q | HELD |
| MACKENZIE FINANCIAL CORP | $42.9M | 1,914,997 | 0.04% | 5q | +48.4%+$14.0M |
| TODD ASSET MANAGEMENT LLC | $42.3M | 1,891,052 | 0.75% | 31q | +10.4%+$4.0M |
| UBS Group AG | $40.6M incl. $28.2M options CALL | 555,929 | 0.01% | 31q | -17.0%-$8.3M |
| MARSHALL WACE, LLP | $39.0M | 1,742,654 | 0.03% | 3q | -24.9%-$12.9M |
| DIMENSIONAL FUND ADVISORS LP | $32.8M | 1,467,205 | 0.01% | 31q | -11.2%-$4.2M |
| Legal & General Group Plc | $30.2M | 1,346,942 | 0.01% | 31q | -14.2%-$5.0M |
| JANE STREET GROUP, LLC | $29.3M incl. $22.6M options CALL+PUT | 301,208 | 0.00% | 26q | +447.7%+$24.0M |
| CITADEL ADVISORS LLC | $28.8M incl. $4.2M options CALL+PUT | 1,096,684 | 0.00% | 31q | +12.5%+$3.2M |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | $26.6M | 1,188,250 | 0.18% | 30q | +10.3%+$2.5M |
| JPMORGAN CHASE & CO | $25.2M incl. $8.9M options CALL+PUT | 734,836 | 0.00% | 31q | +32371.8%+$25.1M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $23.0M | 1,026,694 | 0.01% | 3q | +11.6%+$2.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $22.4M incl. $15.5M options CALL+PUT | 308,922 | 0.00% | 31q | +708.4%+$19.7M |
| Point72 Asset Management, L.P. | $21.9M | 979,113 | 0.02% | 3q | +76.0%+$9.5M |
| STATE STREET CORP | $21.2M | 949,365 | 0.00% | 31q | -5.4%-$1.2M |
| AMERICAN CENTURY COMPANIES INC | $19.9M | 887,573 | 0.01% | 26q | -3.8%-$783.0K |
| CITIGROUP INC | $16.7M | 747,506 | 0.01% | 31q | -51.7%-$17.9M |
| Crossmark Global Holdings, Inc. | $15.9M | 712,014 | 0.21% | 31q | +10.9%+$1.6M |
| BNP PARIBAS FINANCIAL MARKETS | $14.6M | 651,562 | 0.01% | 31q | -1.1%-$159.1K |
| Portman Square Capital LLP | $12.6M incl. $11.0M options PUT | 71,243 | 0.60% | 2q | -11.5%-$1.6M |
| GROUP ONE TRADING LLC | $11.9M CALL+PUT | options only | 0.02% | 31q | OPTIONS |
| State of New Jersey Common Pension Fund D | $11.4M | 509,092 | 0.04% | 30q | HELD |
| Russell Investments Group, Ltd. | $10.4M | 466,340 | 0.01% | 31q | -11.2%-$1.3M |
| BlackRock, Inc. | $10.1M | 453,093 | 0.00% | 8q | -5.4%-$583.4K |
| Walleye Trading LLC | $9.5M incl. $8.9M options CALL+PUT | 29,666 | 0.01% | 31q | HELD |
| Qube Research & Technologies Ltd | $9.2M | 411,789 | 0.01% | new | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $9.1M | 406,600 | 0.01% | 18q | -34.3%-$4.7M |
| BANK OF AMERICA CORP /DE/ | $8.6M | 383,396 | 0.00% | 31q | -54.1%-$10.1M |
| PEAK6 LLC | $7.1M incl. $6.3M options CALL+PUT | 35,690 | 0.01% | 2q | HELD |
| SIH Partners, LLLP | $6.6M | 296,850 | 0.04% | 7q | -12.4%-$944.4K |
| Quantinno Capital Management LP | $6.5M | 292,310 | 0.01% | 3q | +58.7%+$2.4M |
| ICON ADVISERS INC/CO | $5.8M | 260,000 | 1.09% | 13q | +8.3%+$447.6K |
| HSBC HOLDINGS PLC | $5.8M incl. $4.5K options PUT | 258,869 | 0.00% | 31q | +5.4%+$299.3K |
| AVIVA PLC | $5.8M | 258,246 | 0.01% | 30q | -1.7%-$101.9K |
| Virtus Family Office LLC | $5.1M | 226,163 | 4.00% | 9q | +5.7%+$273.6K |
| Mitsubishi UFJ Trust & Banking Corp | $4.6M | 205,776 | 0.01% | 3q | +150.6%+$2.8M |
| HRT FINANCIAL LP | $4.6M incl. $2.2M options OPT | 205,313 | 0.01% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $4.5M | 200,000 | 0.00% | new | NEW |
| KBC Group NV | $4.1M | 181,823 | 0.01% | 30q | +3.1%+$124.1K |
| ACADIAN ASSET MANAGEMENT LLC | $4.0M | 181,176 | 0.00% | 2q | -34.7%-$2.1M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $4.0M | 178,551 | 0.03% | 6q | HELD |
| SEI INVESTMENTS CO | $4.0M | 178,503 | 0.00% | 6q | -15.6%-$736.3K |
| DekaBank Deutsche Girozentrale | $3.9M | 162,421 | 0.01% | 27q | HELD |
| STOREBRAND ASSET MANAGEMENT AS | $3.8M | 169,701 | 0.01% | 26q | -10.0%-$421.7K |
| XTX Topco Ltd | $3.6M | 162,758 | 0.05% | 3q | +567.5%+$3.1M |
| Aurora Investment Counsel | $3.2M | 144,891 | 1.67% | 9q | -2.9%-$96.3K |
| IMC-Chicago, LLC | $3.2M incl. $2.2M options CALL+PUT | 44,932 | 0.00% | 7q | HELD |
| SIMPLEX TRADING, LLC | $3.1M CALL+PUT | options only | 0.00% | 21q | OPTIONS |
| Swedbank AB | $2.8M | 123,880 | 0.00% | 21q | HELD |
| NOMURA HOLDINGS INC | $2.7M incl. $2.3M options PUT | 16,459 | 0.00% | new | NEW |
| STIFEL FINANCIAL CORP | $2.7M | 119,499 | 0.00% | 31q | -1.5%-$40.2K |
| Man Group plc | $2.6M | 118,366 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $2.5M | 113,608 | 0.00% | 31q | -30.6%-$1.1M |
| GSA CAPITAL PARTNERS LLP | $2.5M | 113,112 | 0.16% | 3q | +1.3%+$31.8K |
| Mariner, LLC | $2.4M | 108,529 | 0.00% | 16q | -1.2%-$28.8K |
| Invesco Ltd. | $2.3M | 103,135 | 0.00% | 31q | -17.3%-$483.2K |
| MILLENNIUM MANAGEMENT LLC | $2.2M | 96,825 | 0.00% | 12q | -32.7%-$1.1M |
| US BANCORP \DE\ | $1.8M | 81,433 | 0.00% | 30q | +59.0%+$675.9K |
| GUGGENHEIM CAPITAL LLC | $1.6M | 71,956 | 0.01% | 8q | +5.8%+$87.9K |
| Advisors Asset Management, Inc. | $1.5M | 67,204 | 0.02% | new | NEW |
| AMERIPRISE FINANCIAL INC | $1.5M | 67,175 | 0.00% | 3q | -0.6%-$9.8K |
| TWO SIGMA INVESTMENTS, LP | $1.4M | 64,627 | 0.00% | new | NEW |
| Vident Advisory, LLC | $1.4M | 64,023 | 0.01% | 6q | +2.2%+$31.0K |
| Maven Securities LTD | $1.4M | 61,525 | 0.03% | 2q | HELD |
| D. E. Shaw & Co., Inc. | $1.3M | 60,268 | 0.00% | 4q | -62.2%-$2.2M |
| Point Nemo Capital, LLC | $1.3M | 59,169 | 0.67% | new | NEW |
| PROFUND ADVISORS LLC | $1.3M | 57,798 | 0.04% | 31q | HELD |
| Global Retirement Partners, LLC | $1.3M | 56,021 | 0.02% | 2q | +339.9%+$968.7K |
| ROYAL LONDON ASSET MANAGEMENT LTD | $1.2M | 53,694 | 0.00% | 28q | HELD |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $1.2M | 53,016 | 0.00% | 3q | +43.5%+$359.6K |
| DNB Asset Management AS | $1.1M | 51,108 | 0.00% | 13q | -2.7%-$31.3K |
| WELLS FARGO & COMPANY/MN | $1.1M | 50,020 | 0.00% | 31q | +1177.3%+$1.0M |
| Campbell & CO Investment Adviser LLC | $1.1M | 47,914 | 0.06% | new | NEW |
| Savant Capital, LLC | $1.1M | 44,399 | 0.00% | 6q | +90.7%+$501.9K |
| Long Corridor Asset Management Ltd | $1.0M | 46,000 | 0.31% | 2q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.0M | 45,813 | 0.00% | 10q | +1.1%+$11.6K |
| BARCLAYS PLC | $984.1K | 43,971 | 0.00% | 19q | -6.9%-$73.5K |
| Squarepoint Ops LLC | $901.0K | 40,261 | 0.00% | 15q | +18.5%+$140.9K |
| NORTHERN TRUST CORP | $872.4K | 38,979 | 0.00% | 31q | +1.3%+$11.4K |
| Vanguard Personalized Indexing Management, LLC | $867.0K | 38,741 | 0.01% | 6q | +18.4%+$134.6K |
| Nuveen, LLC | $830.4K | 37,106 | 0.00% | new | NEW |
| Walleye Capital LLC | $798.6K incl. $781.1K options CALL+PUT | 784 | 0.00% | new | NEW |
| IEQ CAPITAL, LLC | $791.9K | 35,385 | 0.00% | 3q | +248.0%+$564.4K |
| Allianz Asset Management GmbH | $779.5K | 34,832 | 0.00% | new | NEW |
| LPL Financial LLC | $703.3K | 31,425 | 0.00% | new | NEW |
| QUADRANT CAPITAL GROUP LLC | $688.9K | 30,781 | 0.02% | 30q | -2.5%-$18.0K |
| Polymer Capital Management (HK) LTD | $644.5K | 28,800 | 0.03% | 2q | -7.8%-$54.2K |
| SG Americas Securities, LLC | $638.0K incl. $18.0K options PUT | 27,707 | 0.00% | new | NEW |
| MACQUARIE GROUP LTD | $625.3K | 27,940 | 0.00% | 30q | -27.4%-$236.2K |
| Ethic Inc. | $610.0K | 27,256 | 0.01% | 4q | +59.2%+$226.8K |
| FIFTH THIRD BANCORP | $583.7K | 26,081 | 0.00% | 31q | +8.9%+$47.9K |
| ROYAL BANK OF CANADA | $583.0K | 26,054 | 0.00% | 31q | -58.4%-$817.8K |
| U S GLOBAL INVESTORS INC | $543.7K | 24,296 | 0.05% | 18q | +8.8%+$44.0K |
| HANTZ FINANCIAL SERVICES, INC. | $537.0K | 24,012 | 0.01% | 6q | -2.5%-$13.8K |
Showing the largest 100 of 198 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 42 | $153.8M | 7,632,043 | 7 | 7 | 18 | 3.5% |
| Q2 2026 | 198 | $1.5B | 59,453,956 | 39 | 63 | 61 | 8.8% |
| Q1 2026 | 183 | $1.6B | 58,311,535 | 38 | 76 | 39 | 9.1% |
| Q4 2025 | 166 | $1.4B | 61,421,195 | 34 | 52 | 44 | 5.3% |
| Q3 2025 | 179 | $1.5B | 67,740,208 | 25 | 66 | 48 | 13.5% |
| Q2 2025 | 191 | $1.7B | 86,191,807 | 20 | 53 | 77 | 10.5% |
| Q1 2025 | 211 | $3.0B | 135,619,354 | 38 | 60 | 72 | 10.2% |
| Q4 2024 | 206 | $3.2B | 147,483,221 | 20 | 56 | 85 | 11.0% |
| Q3 2024 | 250 | $4.5B | 166,958,357 | 51 | 60 | 91 | 8.7% |
| Q2 2024 | 248 | $4.7B | 209,951,785 | 53 | 71 | 83 | 6.3% |
| Q1 2024 | 235 | $5.5B | 248,086,653 | 23 | 84 | 90 | 5.0% |
| Q4 2023 | 237 | $5.9B | 257,135,647 | 22 | 71 | 108 | 6.9% |
| Q3 2023 | 246 | $6.6B | 257,212,541 | 29 | 83 | 94 | 6.2% |
| Q2 2023 | 246 | $6.5B | 254,327,507 | 20 | 89 | 89 | 1.8% |
| Q1 2023 | 262 | $7.6B | 258,766,653 | 39 | 101 | 77 | 2.7% |
| Q4 2022 | 253 | $7.4B | 257,665,512 | 36 | 81 | 94 | 5.8% |
| Q3 2022 | 235 | $14.4B | 587,620,764 | 31 | 92 | 74 | 0.6% |
| Q2 2022 | 240 | $13.4B | 494,287,745 | 27 | 72 | 94 | 0.6% |
| Q1 2022 | 243 | $12.4B | 485,678,569 | 31 | 79 | 84 | 0.5% |
| Q4 2021 | 243 | $15.1B | 544,556,007 | 43 | 78 | 67 | 0.6% |
| Q3 2021 | 205 | $17.6B | 573,459,523 | 22 | 68 | 78 | 0.6% |
| Q2 2021 | 224 | $18.2B | 595,422,569 | 28 | 74 | 85 | 1.0% |
| Q1 2021 | 225 | $16.3B | 560,843,584 | 24 | 91 | 72 | 1.0% |
| Q4 2020 | 236 | $15.7B | 529,624,941 | 23 | 93 | 66 | 1.0% |
| Q3 2020 | 256 | $19.4B | 636,957,940 | 36 | 87 | 84 | 0.6% |
| Q2 2020 | 269 | $27.5B | 747,895,677 | 57 | 84 | 90 | 0.3% |
| Q1 2020 | 247 | $18.4B | 694,175,015 | 53 | 75 | 73 | 0.3% |
| Q4 2019 | 218 | $17.1B | 730,699,034 | 30 | 79 | 56 | 0.3% |
| Q3 2019 | 204 | $16.1B | 756,074,777 | 34 | 74 | 52 | 0.4% |
| Q2 2019 | 197 | $10.5B | 560,386,528 | 42 | 57 | 61 | 0.4% |
| Q1 2019 | 189 | $13.4B | 735,538,170 | 62 | 66 | 41 | 0.2% |
| Q4 2018 | 161 | $4.7B | 292,148,556 | 4 | 4 | 5 | 0.4% |