Zto Express Cayman Inc-adr (ZTO) Institutional Ownership & 13F Filings (Q2 2026)

ZTO ranks #3050 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

ZTO is a top-conviction position for Serenity Capital Management Pte. LTD. — at 34.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in ZTO belongs to Pzena Investment Management LLC, but the position matters far more to Serenity Capital Management Pte. LTD., who has 34.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Mackenzie Financial CORP has added to its ZTO position for two straight quarters, increasing it by $33.5M to reach $42.9M today.

Temasek Holdings has trimmed its ZTO position for two straight quarters, cutting it by $38.0M while still holding $92.8M.

ZTO is down 0.5% today, but institutions show net buying of $20.0M this quarter — a divergence between today's price move and the underlying institutional flow.

ZTO closed its latest fiscal year with net income of $9.1B, and currently trades at a P/E of 1.9.

• Profitable — net income of $9.1B in the latest fiscal year
• Revenue grew 10.9% year over year
• Net income improved year over year, from $8.8B to $9.1B
• Generated $12.0B in positive operating cash flow
• Current ratio of 1.49x — below the conventional 1.5x liquidity buffer
• Liabilities run 0.36x equity — within a conventional range