ZTO — ZTO EXPRESS CAYMAN INC
As of Q2 2026, 25 SEC-registered investment managers reported holding ZTO (ZTO EXPRESS CAYMAN INC) in their latest 13F filings, with a combined reported value of $669.47M across 29.91M shares. That is -6.9% by share count (-2.21M shares) versus the previous quarter, while reported value moved -17.2%. Ownership is concentrated: the five largest holders account for 75.6% of reported value and the top ten for 93.7%.
Compared with the prior quarter, 4 opened new positions, 7 added to existing stakes, 12 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
ZTO is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Pzena Investment Management history | Q2 2026 | 7.32M | $163.87M | 0.48% | Reduce |
| Greenwoods Asset Management history | Q1 2025 | 6.56M | $130.10M | 4.03% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 5.29M | $118.28M | 0.01% | Reduce |
| Temasek Holdings history | Q2 2026 | 4.15M | $92.82M | 0.26% | Hold |
| Morgan Stanley history | Q2 2026 | 4.13M | $92.43M | 0.01% | Add |
| Capital Research Global Investors history | Q3 2024 | 3.70M | $91.74M | 0.02% | Reduce |
| Farallon Capital Management history | Q4 2024 | 54.93M | $54.60M | 0.28% | Reduce |
| Moore Capital Management history | Q2 2025 | 50.64M | $50.35M | 0.64% | Add |
| Marshall Wace history | Q2 2026 | 1.74M | $39.00M | 0.03% | Reduce |
| Davidson Kempner Capital Management history | Q2 2025 | 38.50M | $38.23M | 0.71% | Reduce |
| Legal & General Investment Management America history | Q2 2026 | 1.35M | $30.16M | 0.01% | Reduce |
| Citadel Advisors history | Q2 2026 | 1.29M | $28.79M | 0.00% | Add |
| Arrowstreet Capital history | Q2 2026 | 1.03M | $22.98M | 0.01% | Add |
| Point72 Asset Management history | Q2 2026 | 979.11K | $21.91M | 0.03% | Add |
| Citigroup Inc history | Q2 2026 | 747.51K | $16.73M | 0.01% | Reduce |
| CPP Investments history | Q2 2025 | 703.10K | $12.48M | 0.01% | Hold |
| Hillhouse Capital (HHLR Advisors) history | Q2 2025 | 671.39K | $11.92M | 0.38% | Hold |
| Ontario Teachers Pension Plan history | Q2 2025 | 11.50M | $11.48M | 0.23% | Hold |
| BlackRock Inc history | Q2 2026 | 453.09K | $10.14M | 0.00% | Reduce |
| Janus Henderson Group history | Q2 2023 | 393.67K | $9.87M | 0.01% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 200.00K sh · $4.44M
- Two Sigma Investments 64.63K sh · $1.45M
- Balyasny Asset Management 20.40K sh · $456.53K
- Deutsche Bank AG 42 sh · $940
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Pzena Investment Management | — | — | — | — | — | — | — | — | 1.06M | 1.09M | 5.89M | 5.96M | 7.04M | 7.86M | 7.73M | 7.62M | 8.00M | 7.58M | 7.46M | 7.32M |
| Goldman Sachs Group | 3.47M | 3.17M | 4.78M | 5.34M | 10.81M | 13.54M | 11.53M | 7.54M | 28.74M | 16.24M | 17.24M | 18.24M | 21.39M | 11.39M | 11.39M | 27.80M | 6.75M | 6.70M | 5.76M | 5.29M |
| Temasek Holdings | 12.18M | 12.18M | 12.18M | 12.18M | 12.18M | 12.18M | 10.43M | 10.43M | 10.43M | 10.43M | 10.43M | 10.43M | 10.43M | 10.43M | 10.43M | 10.43M | 10.43M | 6.26M | 4.15M | 4.15M |
| Morgan Stanley | 5.35M | 5.21M | 4.19M | 3.17M | 4.06M | 4.39M | 5.07M | 4.04M | 9.83M | 10.86M | 13.15M | 11.24M | 14.68M | 13.33M | 12.16M | 1.87M | 5.39M | 5.46M | 3.71M | 4.13M |
| Marshall Wace | 1.28M | 2.02M | 3.15M | 1.52M | 392.38K | 141.16K | — | 572.78K | 14.35K | 837.24K | — | 25.70K | 125.46K | 1.17M | 362.31K | 468.49K | — | 128.83K | 2.32M | 1.74M |
| Legal & General Investment Management America | 1.98M | 2.28M | 2.45M | 2.34M | 2.34M | 2.51M | 2.53M | 2.54M | 2.51M | 3.09M | 3.09M | 3.43M | 3.29M | 2.12M | 1.78M | 1.70M | 1.64M | 1.61M | 1.57M | 1.35M |
| Citadel Advisors | 584.62K | 201.17K | 180.50K | 1.02M | 662.38K | 782.87K | 836.11K | 562.65K | 204.40K | 800.28K | 782.62K | 473.51K | 134.54K | 460.14K | 269.23K | 480.11K | 193.90K | 1.04M | 1.11M | 1.29M |
| Arrowstreet Capital | — | — | — | — | — | — | 18.71K | — | — | — | — | — | — | — | — | 10.71K | — | 57.27K | 920.35K | 1.03M |
| Point72 Asset Management | — | 4.50K | — | — | 300 | — | — | 227.94K | 28 | — | 141.12K | — | 500.89K | — | — | — | — | 1.09M | 556.28K | 979.11K |
| Citigroup Inc | 1.83M | 1.09M | 1.05M | 2.02M | 1.49M | 2.38M | 1.98M | 515.75K | 2.05M | 650.00K | 743.00K | 1.53M | 2.71M | 3.78M | 3.77M | 3.36M | 2.74M | 1.88M | 2.15M | 747.51K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 8.25M | 296.08K | 352.86K | 9.85M | 438.54K | 373.35K | 479.16K | 453.09K |
| Renaissance Technologies | — | — | 81.50K | 444.00K | 449.90K | 492.70K | 1.15M | 1.80M | 1.09M | 1.25M | 104.00K | 167.30K | 225.70K | 333.50K | 1.19M | 772.30K | 320.00K | 123.70K | 618.80K | 406.60K |
| Bank of America Corp | 648.28K | 1.00M | 1.09M | 963.68K | 1.42M | 3.19M | 4.10M | 3.18M | 25.95M | 23.75M | 3.61M | 4.90K | 900 | 4.45M | 14.29M | 831.20K | 2.60K | 1.60K | 835.71K | 383.40K |
| JPMorgan Chase & Co | 209.66K | 443.37K | 1.52M | 403.84K | 203.64K | 1.40K | 2.71M | 7.16M | 7.23M | 550.00K | 50.00K | 651.00K | 1.98M | 250.00K | 5.97M | 6.55M | 1.59M | 1.59M | — | 200.00K |
| Invesco Ltd | 32.22M | 29.19M | 27.87M | 38.25M | 38.61M | 41.63M | 42.41M | 41.79M | 41.31M | 37.25M | 27.69M | 19.04M | 11.66M | 9.18M | 4.45M | 333.69K | 149.32K | 197.68K | 124.73K | 103.14K |
| Millennium Management | 230.23K | 1.02M | 1.09M | 359.91K | 38.28K | — | 45.30K | — | 72.36K | 1.29M | 1.60M | 41.62K | 50.45K | 416.57K | 889.25K | 130.00K | 16.54K | 143.16K | 143.85K | 96.83K |
| Two Sigma Investments | — | 31.52K | 165.73K | 191.66K | — | 92.14K | 388.50K | 423.38K | 757.82K | 1.47M | 82.00K | 303.57K | 1.06M | 348.31K | 185.63K | — | — | — | — | 64.63K |
| D. E. Shaw & Co | 149.18K | 1.32M | 984.19K | — | 20.20K | — | 596.96K | 853.24K | 399.78K | 183.05K | 123.33K | 25.00K | 25.00K | 25.00K | 289.61K | — | 90.68K | 99.59K | 159.64K | 60.27K |
| Wells Fargo & Co | 17.21K | 15.88K | 15.81K | 16.20K | 17.63K | 17.43K | 20.09K | 17.93K | 17.91K | 16.94K | 17.66K | 15.32K | 12.81K | 12.97K | 13.72K | 22.39K | 2.15K | 1.95K | 3.92K | 50.02K |
| Northern Trust Corp | 1.10M | 1.00M | 1.04M | 1.08M | 1.11M | 1.14M | 1.57M | 1.70M | 1.20M | 616.30K | 614.94K | 972.01K | 380.71K | 354.32K | 428.88K | 329.28K | 332.05K | 34.17K | 38.47K | 38.98K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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