§ LOGISTICS & TRANSPORTATION
USD · Logistics & TransportationZTO
ZTO EXPRESS CAYMAN INC-ADR
USDSector · Logistics & TransportationBeta · 0.44
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 21.28HIGH 21.57LOW 21.1352W 138.40 — 205.60
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
111 increased/new, 67 decreased/exited (13F)
AC 13F Analysis
ANALYST
19 buy, 1 hold, 0 sell
Finnhub
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 12.7 | P/B | 1.67 |
| EPS (TTM) | 11.36 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | 7.5M | 0.6% | −2% |
| Goldman Sachs | 5.5M | 0.0% | −9% |
| SERENITY CAPITAL MANAGEMENT PTE. LTD. | 5.1M | 30.7% | ±0% |
| Temasek Holdings (Private) Ltd | 4.1M | 0.3% | −34% |
| Morgan Stanley | 3.7M | 0.0% | −66% |
| Fisher Asset Management, LLC | 3.6M | 0.0% | +2% |
◇ AC INTELLIGENCE
Top institutional owners for ZTO 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
OTHER91.9% · 0 holders
OTHER2.6% · 124 holders
DEALER / BANK2.1% · 22 holders
QUALITY / COMPOUNDER1.0% · 8 holders
DEEP VALUE0.9% · 1 holder
SYSTEMATIC / QUANT0.7% · 13 holders
PASSIVE / INDEX0.3% · 6 holders
INCOME / DEFENSIVE0.2% · 5 holders
TACTICAL / MACRO0.2% · 2 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 ZTO in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention ZTO yet.