Baidu, Inc.: which funds bought and sold
Institutions that bought and sold Baidu shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 226 institutions that filed 13F reports for both quarters added to or opened positions in Baidu, and 224 cut or closed them. Together they added a net 4.3M shares, +7.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 4.6M shares (+21.9%); index fund managers were net sellers of 1.7M shares (−62.0%). 67 opened a new position and 80 sold out entirely.
Bought, Q2 2026 226 institutions, 67 of them new holders Sold, Q2 2026 224 institutions, 80 of them sold out
Net change, all compared +4.3M shares (+7.7%)
Net change, active managers +4.6M shares (+21.9%), 24 bought, 28 sold
Buyers versus sellers
226 bought 112 224 sold
Active managers and hedge funds 24 bought · 28 sold · +4.6M
Index fund managers 2 bought · 4 sold · −1.7M
Other institutions 200 bought · 192 sold · +1.4M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Arga Investment Management, LP Active manager | +1.1M New position | 1.1M | $129M |
| Bank Of America Corp | +1.1M +304.7% | 1.4M | $165M |
| Federated Hermes, Inc. Active manager | +1.1M +7793.7% | 1.1M | $124M |
| Holocene Advisors, LP Hedge fund | +1.0M +628.4% | 1.2M | $136M |
| UBS Group AG | +918K +43.2% | 3.0M | $348M |
| Alyeska Investment Group, L.P. Hedge fund | +913K +307.9% | 1.2M | $138M |
| Farallon Capital Management, L.L.C. Hedge fund | +760K +171.3% | 1.2M | $138M |
| Appaloosa LP Hedge fund | +603K +87.1% | 1.3M | $148M |
| Coreview Capital Management Ltd | +555K New position | 555K | $63.5M |
| Seven Grand Managers, LLC | +500K New position | 500K | $57.1M |
| Ghisallo Capital Management LLC Hedge fund | +400K New position | 400K | $45.7M |
| Millennium Management LLC Hedge fund | +374K +95.0% | 768K | $87.8M |
| Think Investments LP | +337K New position | 337K | $38.5M |
| Imc-Chicago, LLC | +315K +1012.7% | 346K | $39.6M |
| Penserra Capital Management LLC | +232K +69.6% | 566K | $64.7M |
| Defiance Etfs, LLC | +232K +69.6% | 566K | $66.8M |
| Deutsche Bank Ag\ | +227K +1696.2% | 241K | $27.5M |
| BNP Paribas Financial Markets | +190K +45.4% | 610K | $69.8M |
| North Of South Capital LLP | +180K +24.3% | 919K | $105M |
| Susquehanna International Group, LLP | +137K +25.0% | 684K | $78.2M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Arga Investment Management, LP Active manager | +1.1M New position | 1.1M | $129M |
| Federated Hermes, Inc. Active manager | +1.1M +7793.7% | 1.1M | $124M |
| Holocene Advisors, LP Hedge fund | +1.0M +628.4% | 1.2M | $136M |
| Alyeska Investment Group, L.P. Hedge fund | +913K +307.9% | 1.2M | $138M |
| Farallon Capital Management, L.L.C. Hedge fund | +760K +171.3% | 1.2M | $138M |
| Appaloosa LP Hedge fund | +603K +87.1% | 1.3M | $148M |
| Ghisallo Capital Management LLC Hedge fund | +400K New position | 400K | $45.7M |
| Millennium Management LLC Hedge fund | +374K +95.0% | 768K | $87.8M |
| WCM Investment Management, LLC Active manager | +131K +28.8% | 585K | $65.6M |
| Loomis Sayles & Co L P Active manager | +105K +36.8% | 391K | $44.7M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Blackrock, Inc. Index funds | −1.7M −73.7% | 604K | $69M |
| Black Creek Investment Management Inc. | −932K Sold out | 0 | — |
| ARK Investment Management LLC Active manager | −818K −73.0% | 302K | $34.5M |
| Tt International Asset Management Ltd | −628K Sold out | 0 | — |
| Goldman Sachs Group Inc | −457K −52.3% | 417K | $47.6M |
| Qube Research & Technologies Ltd Hedge fund | −398K Sold out | 0 | — |
| Amova Asset Management Americas, Inc. | −360K −63.3% | 208K | $23.8M |
| Sumitomo Mitsui Trust Group, Inc. | −360K −63.3% | 208K | $23.8M |
| Jpmorgan Chase & Co | −359K −64.7% | 196K | $22M |
| Rheos Capital Works Inc. | −352K Sold out | 0 | — |
| Clark Capital Management Group, Inc. | −302K Sold out | 0 | — |
| SG Americas Securities, LLC | −300K −77.7% | 86K | $9.8M |
| Portolan Capital Management, LLC | −271K −73.8% | 96K | $11M |
| Orbis Allan Gray Ltd Active manager | −191K Sold out | 0 | — |
| D. E. Shaw & Co., Inc. Hedge fund | −180K Sold out | 0 | — |
| Balyasny Asset Management L.P. Hedge fund | −160K −67.1% | 78K | $9M |
| Tudor Investment Corp Et Al Hedge fund | −159K Sold out | 0 | — |
| Dimensional Fund Advisors LP | −124K −10.2% | 1.1M | $124M |
| Citadel Advisors LLC Hedge fund | −116K −30.8% | 260K | $29.8M |
| Nordea Investment Management AB | −104K −49.0% | 108K | $12.3M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| ARK Investment Management LLC Active manager | −818K −73.0% | 302K | $34.5M |
| Qube Research & Technologies Ltd Hedge fund | −398K Sold out | 0 | — |
| Orbis Allan Gray Ltd Active manager | −191K Sold out | 0 | — |
| D. E. Shaw & Co., Inc. Hedge fund | −180K Sold out | 0 | — |
| Balyasny Asset Management L.P. Hedge fund | −160K −67.1% | 78K | $9M |
| Tudor Investment Corp Et Al Hedge fund | −159K Sold out | 0 | — |
| Citadel Advisors LLC Hedge fund | −116K −30.8% | 260K | $29.8M |
| Franklin Resources Inc Active manager | −64K −30.7% | 145K | $16.5M |
| J. Goldman & Co LP Hedge fund | −59K −54.1% | 50K | $5.7M |
| Primecap Management Co Active manager | −47K −0.4% | 11.0M | $1.3B |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Arga Investment Management, LPActive manager | 1.1M | $129M |
| Coreview Capital Management Ltd | 555K | $63.5M |
| Seven Grand Managers, LLC | 500K | $57.1M |
| Ghisallo Capital Management LLCHedge fund | 400K | $45.7M |
| Think Investments LP | 337K | $38.5M |
| Ardmore Road Asset Management LP | 114K | $13M |
| Philosophy Capital Management LLC | 100K | $11.4M |
| Duquesne Family Office LLCHedge fund | 88K | $10.1M |
| Ariose Capital Management Ltd | 84K | $9.6M |
| Gf Fund Management Co. Ltd. | 71K | $8.1M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Black Creek Investment Management Inc. | 932K | $104M |
| Tt International Asset Management Ltd | 628K | $69.9M |
| Qube Research & Technologies LtdHedge fund | 398K | $44.3M |
| Rheos Capital Works Inc. | 352K | $39.2M |
| Clark Capital Management Group, Inc. | 302K | $33.6M |
| Orbis Allan Gray LtdActive manager | 191K | $21.2M |
| D. E. Shaw & Co., Inc.Hedge fund | 180K | $20.1M |
| Tudor Investment Corp Et AlHedge fund | 159K | $17.7M |
| Elo Mutual Pension Insurance Co | 84K | $9.4M |
| Optimas Capital Ltd | 77K | $8.6M |
Who holds the shares
- Institutions reporting
- 491
- Ten largest holders
- 49.7% of 13F-reported shares
- Index fund managers
- 1.8% of 13F-reported shares
- Active managers and hedge funds
- 43.1% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 24 | 28 | 8 | 11 | +4.6M | +21.9% |
| Index fund managers | 2 | 4 | 0 | 0 | −1.7M | −62.0% |
| Other institutions | 200 | 192 | 59 | 69 | +1.4M | +4.3% |