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ZTO Express (cayman) Inc.: which funds bought and sold

Institutions that bought and sold ZTO Express (cayman) 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, 98 institutions that filed 13F reports for both quarters added to or opened positions in ZTO Express (cayman), and 83 cut or closed them. Together they added a net 987K shares, +1.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 114K shares (−0.6%); index fund managers were net sellers of 74K shares (−4.8%). 36 opened a new position and 18 sold out entirely.

Bought, Q2 2026 98 institutions, 36 of them new holders Sold, Q2 2026 83 institutions, 18 of them sold out
Net change, all compared +987K shares (+1.7%)
Net change, active managers −114K shares (−0.6%), 13 bought, 11 sold

Buyers versus sellers

institutions compared, 211
Active managers and hedge funds 13 bought · 11 sold · −114K
Index fund managers 2 bought · 3 sold · −74K
Other institutions 83 bought · 69 sold · +1.2M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Jpmorgan Chase & Co +733K +32371.8% 735K $16.3M
Mackenzie Financial Corp +625K +48.4% 1.9M $42.9M
Point72 Asset Management, L.P. Hedge fund +423K +76.0% 979K $21.9M
Morgan Stanley +420K +11.3% 4.1M $92.4M
Qube Research & Technologies Ltd Hedge fund +412K New position 412K $9.2M
Susquehanna International Group, LLP +271K +708.4% 309K $6.9M
Jane Street Group, LLC +246K +447.7% 301K $6.7M
National Bank Of Canada +200K New position 200K $4.5M
Todd Asset Management LLC +178K +10.4% 1.9M $42.3M
Xtx Topco Ltd +138K +567.5% 163K $3.6M
Mitsubishi Ufj Trust & Banking Corp +124K +150.6% 206K $4.6M
Citadel Advisors LLC Hedge fund +122K +12.5% 1.1M $24.5M
Man Group PLC Hedge fund +118K New position 118K $2.6M
Teachers Retirement System Of The State Of Kentucky +111K +10.3% 1.2M $26.6M
Quantinno Capital Management LP +108K +58.7% 292K $6.5M
Arrowstreet Capital, Limited Partnership Hedge fund +106K +11.6% 1.0M $23M
HRT Financial LP +105K New position 105K $2.4M
Crossmark Global Holdings, Inc. +70K +10.9% 712K $15.9M
Advisors Asset Management, Inc. +67K New position 67K $1.5M
Two Sigma Investments, LP Hedge fund +65K New position 65K $1.4M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Citigroup Inc −802K −51.7% 748K $16.7M
Marshall Wace, LLP Hedge fund −578K −24.9% 1.7M $39M
Bank Of America Corp −452K −54.1% 383K $8.6M
Goldman Sachs Group Inc −224K −4.1% 5.3M $118M
Legal & General Group PLC −223K −14.2% 1.3M $30.2M
Renaissance Technologies LLC Hedge fund −212K −34.3% 407K $9.1M
Dimensional Fund Advisors LP −186K −11.2% 1.5M $32.8M
Pzena Investment Management LLC Active manager −139K −1.9% 7.3M $164M
Fisher Asset Management, LLC Active manager −126K −3.5% 3.5M $78.3M
UBS Group AG −114K −17.0% 556K $12.4M
Brilliance Asset Management Ltd −112K Sold out 0 —
D. E. Shaw & Co., Inc. Hedge fund −99K −62.2% 60K $1.3M
Dumac, Inc. −97K Sold out 0 —
Acadian Asset Management LLC Active manager −96K −34.7% 181K $4M
Brandes Investment Partners, LP Active manager −89K Sold out 0 —
Swiss Life Asset Management Ltd −84K Sold out 0 —
Manning & Napier Advisors LLC −78K −99.9% 52 $1,153
Russell Investments Group, Ltd. −59K −11.2% 466K $10.4M
State Street Corp Index funds −54K −5.4% 949K $21.2M
Envestnet Asset Management Inc −50K −30.6% 114K $2.5M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Qube Research & Technologies LtdHedge fund 412K $9.2M
National Bank Of Canada 200K $4.5M
Man Group PLCHedge fund 118K $2.6M
HRT Financial LP 105K $2.4M
Advisors Asset Management, Inc. 67K $1.5M
Two Sigma Investments, LPHedge fund 65K $1.4M
Point Nemo Capital, LLC 59K $1.3M
Campbell & Co Investment Adviser LLC 48K $1.1M
Imc-Chicago, LLC 45K $1M
Nuveen, LLC 37K $830,417

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Brilliance Asset Management Ltd 112K $2.8M
Dumac, Inc. 97K $2.4M
Brandes Investment Partners, LPActive manager 89K $2.2M
Swiss Life Asset Management Ltd 84K $2M
Taikang Asset Management (Hong Kong) Co Ltd 49K $1.2M
Yousif Capital Management, LLC 9,504 $239,216
Pathstone Holdings, LLC 9,188 $231,263
Pds Planning, Inc 8,566 $215,606
Cetera Investment Advisers 8,419 $211,916
Simplex Trading, LLC 6,754 $169,998

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
195
Ten largest holders
62.5%
of 13F-reported shares
Index fund managers
2.5%
of 13F-reported shares
Active managers and hedge funds
30.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 13 11 6 1 −114K −0.6%
Index fund managers 2 3 0 0 −74K −4.8%
Other institutions 83 69 30 17 +1.2M +3.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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