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ZTO — ZTO EXPRESS CAYMAN INC

Reported value held$1.13B
Funds holding (latest)55
SectorIndustrials
Funds holding (Q2 2026)25
Institutional value$669.47M · 29.91M sh
New / Add / Cut / Exit4 / 7 / 12 / 0
Top-5 / Top-10 concentration75.6% / 93.7%
Institutional holdings change Reducing -6.9% (-2.21M sh)
Institutional value change Down -17.2%

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.

FundQuarterSharesValuePortfolio WeightChange
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

View all 55 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 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

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