Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ZTO held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | PZENA INVESTMENT MANAGEMENT LLC | 7.5M | $187.8M | -1.6% | 0.942% | 0.61% |
| 2 | GOLDMAN SACHS GROUP INC | 5.8M | $145.0M | -14.0% | 0.727% | 0.02% |
| 3 | SERENITY CAPITAL MANAGEMENT PTE. LTD. | 5.1M | $127.3M | 0.0% | 0.638% | 30.72% |
| 4 | Temasek Holdings (Private) Ltd | 4.1M | $104.4M | -33.8% | 0.524% | 0.34% |
| 5 | MORGAN STANLEY | 3.7M | $93.4M | -32.0% | 0.468% | 0.01% |
| 6 | Fisher Asset Management, LLC | 3.6M | $91.3M | +2.0% | 0.458% | 0.03% |
| 7 | MARSHALL WACE, LLP | 2.3M | $58.4M | +1701.2% | 0.293% | 0.06% |
| 8 | CITIGROUP INC | 2.1M | $54.1M | +14.2% | 0.271% | 0.02% |
| 9 | PLATINUM INVESTMENT MANAGEMENT LTD | 2.0M | $50.2M | 0.0% | 0.252% | 12.65% |
| 10 | UBS Group AG | 1.9M | $48.5M | -43.0% | 0.243% | 0.01% |
| 11 | TODD ASSET MANAGEMENT LLC | 1.7M | $43.1M | +0.9% | 0.216% | 0.84% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 1.7M | $41.6M | -0.2% | 0.209% | 0.01% |
| 13 | Legal & General Group Plc | 1.6M | $39.5M | -2.3% | 0.198% | 0.01% |
| 14 | MACKENZIE FINANCIAL CORP | 1.3M | $32.5M | +189.0% | 0.163% | 0.04% |
| 15 | CITADEL ADVISORS LLC | 1.1M | $28.0M | +6.9% | 0.141% | 0.01% |
| 16 | STATE STREET CORP | 1.0M | $25.3M | +2.2% | 0.127% | 0.00% |
| 17 | AMERICAN CENTURY COMPANIES INC | 923K | $23.2M | -6.4% | 0.117% | 0.01% |
| 18 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 920K | $23.2M | +1506.9% | 0.116% | 0.01% |
| 19 | BANK OF AMERICA CORP /DE/ | 836K | $21.0M | -25.4% | 0.105% | 0.00% |
| 20 | BNP PARIBAS ARBITRAGE, SA | 659K | $16.6M | -14.3% | 0.083% | 0.01% |
| 21 | Crossmark Global Holdings, Inc. | 642K | $16.2M | -0.0% | 0.081% | 0.24% |
| 22 | RENAISSANCE TECHNOLOGIES LLC | 619K | $15.6M | +400.2% | 0.078% | 0.02% |
| 23 | Point72 Asset Management, L.P. | 556K | $14.0M | -49.0% | 0.070% | 0.02% |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 550K | $13.8M | — | 0.069% | 0.00% |
| 25 | Russell Investments Group, Ltd. | 525K | $13.2M | +11.8% | 0.066% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ZTO — a direct measure of their conviction.
Filings activity in ZTO during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 174 | +12% | 8.20% | +1.15 pp | $1.48B | +16% |
| Q4 2025 | 155 | 4.9% | 7.05% | 0.21 pp | $1.28B | 2.8% |
| Q3 2025 | 163 | 6.9% | 7.26% | 1.42 pp | $1.31B | 16% |
| Q2 2025 | 175 | 10% | 8.68% | 5.31 pp | $1.57B | 38% |
| Q1 2025 | 195 | 0.5% | 13.99% | 1.32 pp | $2.53B | 8.6% |
| Q4 2024 | 196 | 15% | 15.31% | 7.22 pp | $2.77B | 32% |
| Q3 2024 | 231 | +1.3% | 22.53% | +0.39 pp | $4.07B | +1.8% |
| Q2 2024 | 228 | — | 22.14% | — | $4.00B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ZTO stock.
Based on Q1 2026 13F filings, institutional ownership of ZTO Express (Cayman) Inc. stands at 8.2%, held across 174 reporting institutions.
PZENA INVESTMENT MANAGEMENT LLC is the largest reported institutional holder of ZTO, with approximately 7,460,931 shares worth $0.19B as of Q1 2026.
Yes — 5 widely-followed marquee investors appear among the top 25 institutional holders of ZTO, including Fisher Asset Management, LLC, CITADEL ADVISORS LLC, RENAISSANCE TECHNOLOGIES LLC, Point72 Asset Management, L.P., SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for ZTO is 82 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
39 institutions opened new positions in ZTO during Q1 2026, while 20 fully exited. 115 added to existing positions and 19 trimmed.
ZTO institutional ownership rose by 1.15 percentage points quarter-over-quarter, with a net change of +19 holders.
The top 10 institutions account for 64.8% of all reported 13F value in ZTO, and the top 25 account for 89.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
ZTO Express (Cayman) Inc. (ZTO) Institutional Ownership