Z
ZTO Express (Cayman) Inc.
ZTO • NYSE
ZTO Express (Cayman) Inc. is a publicly traded company on NYSE. As of Q3 2025, 154 institutional investors hold shares in this company, with total holdings valued at $1.2B. TEMASEK HOLDINGS LTD is the largest holder with a position valued at $200.2M.
Employees23.6K
Websiteir.zto.com
Overview
Overview of institutional ownership in ZTO as of Q3 2025
All Institutions
- Institutions
- 154
- Value Held
- $1.2B
- Shares Held
- 64.4M
- Avg Position
- $8.0M
- Median Position
- $420.3K
Hedge Funds
- Hedge Funds
- 10
- Value Held
- $9.3M
- Shares Held
- 482.2K
- Avg Position
- $925.8K
- Median Position
- $420.3K
Biggest Investors
Institutions with the largest positions in ZTO as of Q3 2025
| Institution | Position Value |
|---|---|
T TEMASEK HOLDINGS LTD Institution | $200.2M 0.71% of portfolio |
 PZENA INVESTMENT MANAGEMENT LLC Long Only Manager | $153.6M 0.50% of portfolio |
 GOLDMAN SACHS GROUP INC Institution | $123.1M 0.02% of portfolio |
 MORGAN STANLEY RIA/Wealth | $103.5M 0.01% of portfolio |
S SERENITY CAPITAL MANAGEMENT PTE. LTD. Institution | $97.1M 24.64% of portfolio |
F Fisher Asset Management, LLC Institution | $68.5M 0.02% of portfolio |
 UBS Group AG Institution | $45.8M 0.01% of portfolio |
 PLATINUM INVESTMENT MANAGEMENT LTD Long Only Manager | $43.1M 2.79% of portfolio |
 CITIGROUP INC Institution | $32.4M 0.02% of portfolio |
 DIMENSIONAL FUND ADVISORS LP Long Only Manager | $31.8M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for ZTO in Q3 2025
- Traded
- −$27.7M
- Buyers
- 85
- Sellers
- 73
- Total Bought
- +$152.5M
- Total Sold
- −$180.2M
- Avg Position
- $6.6M
Biggest Buyers
| Institution | Net Bought |
|---|---|
MORGAN STANLEY RIA/Wealth | +$33.4M +1.7M shares |
GOLDMAN SACHS GROUP INC Institution | +$27.4M +1.4M shares |
C Capitolis Liquid Global Markets LLC Private Equity | +$25.7M +1.3M shares |
 HARDING LOEVNER LP Long Only Manager | +$17.1M +-11.4M shares |
C Crossmark Global Holdings, Inc. Institution | +$11.3M +589.8K shares |
PZENA INVESTMENT MANAGEMENT LLC Long Only Manager | +$7.2M +376.2K shares |
CITIGROUP INC Institution | +$4.0M +207.5K shares |
T TB Alternative Assets Ltd. Hedge Fund•Value | +$3.3M +172.3K shares |
 JPMORGAN CHASE & CO Institution | +$2.0M +104.5K shares |
D D. E. Shaw & Co., Inc. Institution | +$1.7M +90.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
UBS Group AG Institution | −$54.0M −2.8M shares |
H | −$30.4M −1.7M shares |
C CANADA PENSION PLAN INVESTMENT BOARD Institution | −$12.5M −703.1K shares |
H Hillhouse Capital Advisors, Ltd. Institution | −$11.9M −671.4K shares |
 Marshall Wace LLP Institution | −$8.3M −468.5K shares |
Q Qube Research & Technologies Ltd Institution | −$7.4M −384.4K shares |
X XY Capital Ltd Institution | −$6.9M −358.4K shares |
 MACKENZIE FINANCIAL CORP Long Only Manager | −$6.7M −350.8K shares |
 BANK OF AMERICA CORP /DE/ Institution | −$6.5M −337.8K shares |
PLATINUM INVESTMENT MANAGEMENT LTD Long Only Manager | −$5.5M −283.9K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited ZTO in Q3 2025
- New Positions
- 15
- New Value
- $27.1M
- Exited Positions
- 33
- Exited Value
- $76.0M
New Positions
| Institution | Position Value |
|---|---|
C Capitolis Liquid Global Markets LLC Private Equity | $25.7M 1.3M shares |
 BARCLAYS PLC Institution | $884.8K 46.1K shares |
D DARK FOREST CAPITAL MANAGEMENT LP Pension/Endowment | $496.7K 25.9K shares |
 FIRST HORIZON NATIONAL CORP RIA/Wealth | $40.2K 2.1K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | $4.2K 217.0 shares |
 Sontag Advisory, LLC RIA/Wealth | $3.9K 201.0 shares |
A Advisory Services Network, LLC RIA/Wealth | $3.4K 178.0 shares |
 Crewe Advisors LLC RIA/Wealth | $2.9K 149.0 shares |
 True Wealth Design, LLC RIA/Wealth | $1.8K 95.0 shares |
 PROFFITT & GOODSON INC RIA/Wealth | $1.6K 85.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
H | $30.4M 1.7M shares |
C CANADA PENSION PLAN INVESTMENT BOARD Institution | $12.5M 703.1K shares |
H Hillhouse Capital Advisors, Ltd. Institution | $11.9M 671.4K shares |
Marshall Wace LLP Institution | $8.3M 468.5K shares |
 Pictet Asset Management Holding SA Long Only Manager | $3.8M 212.1K shares |
L LMR Partners LLP Institution | $1.8M 101.6K shares |
 VICTORY CAPITAL MANAGEMENT INC Long Only Manager | $1.4M 78.1K shares |
 KEYBANK NATIONAL ASSOCIATION/OH RIA/Wealth | $670.0K 37.7K shares |
 Jain Global LLC Hedge Fund•Multi-Strategy | $530.7K 29.9K shares |
B BNP PARIBAS Institution | $507.8K 28.6K shares |
Options Activity
Institutions with the largest Call and Put options positions in ZTO as of Q3 2025
- Call Positions
- 6
- Call Value
- $148.2M
- Put Positions
- 10
- Put Value
- $15.4M
Call Positions
| Institution | Position Value |
|---|---|
J JANE STREET GROUP, LLC Institution | $111.4M 58.0K contracts |
UBS Group AG Institution | $24.2M 12.6K contracts |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $6.5M 3.4K contracts |
GOLDMAN SACHS GROUP INC Institution | $3.8M 2.0K contracts |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $2.4M 1.2K contracts |
P PEAK6 LLC Institution | $1.9K 1.0 contracts |
Put Positions
| Institution | Position Value |
|---|---|
J JANE STREET GROUP, LLC Institution | $3.9M 2.0K contracts |
P PEAK6 LLC Institution | $3.1M 1.6K contracts |
GOLDMAN SACHS GROUP INC Institution | $2.8M 1.4K contracts |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $2.7M 1.4K contracts |
H HSBC HOLDINGS PLC Institution | $1.1M 584.0 contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $929.3K 484.0 contracts |
S Squarepoint Ops LLC Hedge Fund•Quant | $435.8K 227.0 contracts |
W WOLVERINE TRADING, LLC Institution | $313.1K 160.0 contracts |
 Walleye Trading LLC RIA/Wealth | $122.9K 64.0 contracts |
UBS Group AG Institution | - - contracts |
Most Committed Institutions
Institutions with ZTO as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
S SERENITY CAPITAL MANAGEMENT PTE. LTD. Institution | 24.64% $97.1M |
 Virtus Family Office LLC Family Office | 4.46% $4.8M |
X XY Capital Ltd Institution | 2.80% $3.2M |
PLATINUM INVESTMENT MANAGEMENT LTD Long Only Manager | 2.79% $43.1M |
 Aurora Investment Counsel RIA/Wealth | 1.52% $2.9M |
S SIH Partners, LLLP Institution | 0.73% $8.4M |
T TB Alternative Assets Ltd. Hedge Fund•Value | 0.73% $4.9M |
T TEMASEK HOLDINGS LTD Institution | 0.71% $200.2M |
L Legacy Wealth Asset Management, LLC RIA/Wealth | 0.65% $2.6M |
 TODD ASSET MANAGEMENT LLC Long Only Manager | 0.56% $27.6M |
Hedge Fund Spotlight
Discover hedge funds investing in ZTO
P
Polymer Capital Management LTD
Hedge Fund • Multi-Strategy
Portfolio ManagerEric Jay Kemnitz
- Portfolio Value
- $721.2M
- Positions
- 243
- Last Reported
- Q3 2025
Sector Allocation
Z
Position in ZTO Express (Cayman) Inc.
- Market Value
- $1.1M
- Shares Held
- 56.6K
- Portfolio Weight
- 0.15%
- Owned Since
- 2024-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $38.4M | 5.32% | |
Drug Manufacturers - General Healthcare | $36.6M | 5.07% | |
Internet Content & Information Communication Services | $25.9M | 3.59% |
