§ MEDIA
USD · MediaNTES
NETEASE INC-ADR
USDSector · MediaBeta · 0.74
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 118.65HIGH 119.56LOW 118.3252W 88.54 — 159.55
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
272 increased/new, 127 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 14.0 | P/B | 3.76 |
| EPS (TTM) | 10.49 | Dividend | 2.71% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 8.1M | 0.2% | −1% |
| Ninety One UK Ltd | 6.3M | 1.6% | −0% |
| Orbis Allan Gray Ltd | 3.6M | 1.7% | +6% |
| Greenwoods Asset Management Hong Kong Ltd. | 3.2M | 9.2% | −1% |
| Harding Loevner LP | 2.3M | 2.7% | −6% |
| Dodge & Cox | 2.2M | 0.1% | +0% |
◇ AC INTELLIGENCE
Top institutional owners for NTES as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER98.1% · 0 holders
OTHER0.9% · 327 holders
QUALITY / COMPOUNDER0.5% · 29 holders
DEALER / BANK0.2% · 39 holders
PASSIVE / INDEX0.1% · 8 holders
SYSTEMATIC / QUANT0.1% · 14 holders
DEEP VALUE0.1% · 1 holder
INCOME / DEFENSIVE0.0% · 8 holders
TACTICAL / MACRO0.0% · 3 holders
ACTIVIST0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for NTES in the last 180 days.