Also trades as: 2057.HK (HKSE) · $vol 32M
ZTO Institutional Ownership
ZTO Express (Cayman) Inc.
1W: -0.8%
1M: +2.0%
3M: -16.1%
YTD: -6.5%
1Y: +4.4%
3Y: -7.8%
5Y: -29.8%
$20.05
+0.07 (+0.35%)
Weekly Expected Move ±2.3%
$19
$19
$20
$20
$21
Credit Risk of going bust: lower than 78% of companies Debt: 18.1% of company value Bonds: none of note held by US funds details ▾
If the stock fell to about $0.35 (down 98%), ZTO Express (Cayman) Inc. would be worth roughly what it owes.
Total debt $3.31B against a stock market value of $14.99B.
Distance to default 9.26 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $2.53B (short-term plus half of long-term), stock volatility 24.5%; Altman Z'' 5.21. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Total debt $3.31B against a stock market value of $14.99B.
Distance to default 9.26 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $2.53B (short-term plus half of long-term), stock volatility 24.5%; Altman Z'' 5.21. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
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Income Statement
Cash Flow
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ETF Exposure
Dark Pool
Short Interest
Institutional Ownership — ZTO
216
Institutional Holders
+16 vs prior quarter
0.0%
Ownership
+0.00pp
$1B
Total Invested
40
New Positions
62
Increased
83
Reduced
18
Closed
1.10
Put/Call Ratio
Ownership Trends
Top Institutional Holders (231 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | PZENA INVESTMENT MANAGEMENT LLC | 7,322,331 | $147M | -138,600 | -1.9% | 12Q | SEC ↗ |
| 2 | GOLDMAN SACHS GROUP INC | 5,285,030 | $106M | -223,786 | -4.1% | 15Q | SEC ↗ |
| 3 | SERENITY CAPITAL MANAGEMENT PTE. LTD. | 5,056,987 | $101M | — | +0.0% | 15Q | SEC ↗ |
| 4 | Temasek Holdings (Private) Ltd | 4,147,325 | $83M | — | +0.0% | 39Q | SEC ↗ |
| 5 | MORGAN STANLEY | 4,130,197 | $83M | +420,120 | +11.3% | 39Q | SEC ↗ |
| 6 | Fisher Asset Management, LLC | 3,499,424 | $70M | -125,928 | -3.5% | 9Q | SEC ↗ |
| 7 | PLATINUM INVESTMENT MANAGEMENT LTD | 1,994,127 | $40M | — | +0.0% | 35Q | SEC ↗ |
| 8 | MACKENZIE FINANCIAL CORP | 1,914,997 | $38M | +624,674 | +48.4% | 5Q | SEC ↗ |
| 9 | TODD ASSET MANAGEMENT LLC | 1,891,052 | $38M | +178,235 | +10.4% | 13Q | SEC ↗ |
| 10 | MARSHALL WACE, LLP | 1,742,654 | $35M | -577,773 | -24.9% | 3Q | SEC ↗ |
| 11 | DIMENSIONAL FUND ADVISORS LP | 1,467,205 | $29M | -185,633 | -11.2% | 34Q | SEC ↗ |
| 12 | Legal & General Group Plc | 1,346,942 | $27M | -223,142 | -14.2% | 27Q | SEC ↗ |
| 13 | TEACHERS RETIREMENT SYSTEM OF THE STAT | 1,188,250 | $24M | +111,000 | +10.3% | 16Q | SEC ↗ |
| 14 | CITADEL ADVISORS LLC | 1,096,684 | $22M | +122,055 | +12.5% | 11Q | SEC ↗ |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 1,026,694 | $21M | +106,342 | +11.6% | 3Q | SEC ↗ |
| 16 | Point72 Asset Management, L.P. | 979,113 | $20M | +422,835 | +76.0% | 3Q | SEC ↗ |
| 17 | STATE STREET CORP | 949,365 | $19M | -54,102 | -5.4% | 36Q | SEC ↗ |
| 18 | AMERICAN CENTURY COMPANIES INC | 887,573 | $18M | -34,987 | -3.8% | 15Q | SEC ↗ |
| 19 | CITIGROUP INC | 747,506 | $15M | -801,557 | -51.7% | 39Q | SEC ↗ |
| 20 | JPMORGAN CHASE & CO | 734,836 | $15M | +732,573 | +32371.8% | 39Q | SEC ↗ |
| 21 | Crossmark Global Holdings, Inc. | 712,014 | $14M | +70,031 | +10.9% | 33Q | SEC ↗ |
| 22 | BNP PARIBAS FINANCIAL MARKETS | 651,562 | $13M | -7,107 | -1.1% | 36Q | SEC ↗ |
| 23 | UBS Group AG | 555,929 | $11M | -113,916 | -17.0% | 39Q | SEC ↗ |
| 24 | State of New Jersey Common Pension Fun | 509,092 | $10M | — | +0.0% | 30Q | SEC ↗ |
| 25 | Russell Investments Group, Ltd. | 466,340 | $9M | -58,940 | -11.2% | 36Q | SEC ↗ |
| 26 | BlackRock, Inc. | 453,093 | $9M | -26,070 | -5.4% | 8Q | SEC ↗ |
| 27 | Qube Research & Technologies Ltd NEW | 411,789 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 28 | RENAISSANCE TECHNOLOGIES LLC | 406,600 | $8M | -212,200 | -34.3% | 18Q | SEC ↗ |
| 29 | BANK OF AMERICA CORP /DE | 383,396 | $8M | -452,311 | -54.1% | 15Q | SEC ↗ |
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 308,922 | $6M | +270,709 | +708.4% | 2Q | SEC ↗ |
| 31 | JANE STREET GROUP, LLC | 301,208 | $6M | +246,209 | +447.7% | 3Q | SEC ↗ |
| 32 | SIH Partners, LLLP | 296,850 | $6M | -42,200 | -12.4% | 7Q | SEC ↗ |
| 33 | Quantinno Capital Management LP | 292,310 | $6M | +108,093 | +58.7% | 3Q | SEC ↗ |
| 34 | ICON ADVISERS INC/CO | 260,000 | $5M | +20,000 | +8.3% | 13Q | SEC ↗ |
| 35 | HSBC HOLDINGS PLC | 258,869 | $5M | +13,363 | +5.4% | 39Q | SEC ↗ |
| 36 | AVIVA PLC | 258,246 | $5M | -4,551 | -1.7% | 30Q | SEC ↗ |
| 37 | Virtus Family Office LLC | 226,163 | $5M | +12,227 | +5.7% | 9Q | SEC ↗ |
| 38 | Mitsubishi UFJ Trust & Banking Corp | 205,776 | $4M | +123,675 | +150.6% | 3Q | SEC ↗ |
| 39 | NATIONAL BANK OF CANADA /FI NEW | 200,000 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 40 | KBC Group NV | 181,823 | $4M | +5,546 | +3.1% | 30Q | SEC ↗ |
| 41 | ACADIAN ASSET MANAGEMENT LLC | 181,176 | $4M | -96,191 | -34.7% | 2Q | SEC ↗ |
| 42 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 178,551 | $4M | -383 | -0.2% | 6Q | SEC ↗ |
| 43 | SEI INVESTMENTS CO | 178,503 | $4M | -32,898 | -15.6% | 6Q | SEC ↗ |
| 44 | STOREBRAND ASSET MANAGEMENT AS | 169,701 | $3M | -18,843 | -10.0% | 26Q | SEC ↗ |
| 45 | XTX Topco Ltd | 162,758 | $3M | +138,373 | +567.5% | 3Q | SEC ↗ |
| 46 | DekaBank Deutsche Girozentrale | 162,421 | $3M | — | +0.0% | 27Q | SEC ↗ |
| 47 | Swedbank AB | 123,880 | $2M | — | +0.0% | 22Q | SEC ↗ |
| 48 | STIFEL FINANCIAL CORP | 119,499 | $2M | -1,798 | -1.5% | 36Q | SEC ↗ |
| 49 | Man Group plc NEW | 118,366 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 50 | ENVESTNET ASSET MANAGEMENT INC | 113,608 | $2M | -50,164 | -30.6% | 31Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Qube Research & Technologies Ltd | 411,789 | $8M |
| NATIONAL BANK OF CANADA /FI | 200,000 | $4M |
| Man Group plc | 118,366 | $2M |
| HRT FINANCIAL LP | 105,313 | $2M |
| Advisors Asset Management, Inc. | 67,204 | $1M |
| TWO SIGMA INVESTMENTS, LP | 64,627 | $1M |
| Point Nemo Capital, LLC | 59,169 | $1M |
| Global Retirement Partners, LLC | 56,021 | $1M |
| Campbell & CO Investment Adviser LL | 47,914 | $961K |
| IMC-Chicago, LLC | 44,932 | $901K |
| Nuveen, LLC | 37,106 | $744K |
| PEAK6 LLC | 35,690 | $716K |
| Allianz Asset Management GmbH | 34,832 | $698K |
| LPL Financial LLC | 31,425 | $630K |
| Walleye Trading LLC | 29,666 | $595K |
| SG Americas Securities, LLC | 27,707 | $556K |
| CAPITAL FUND MANAGEMENT S.A. | 21,290 | $427K |
| Balyasny Asset Management L.P. | 20,399 | $409K |
| NOMURA HOLDINGS INC | 16,459 | $330K |
| Nykredit A/S | 14,648 | $294K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OPTIMAS CAPITAL Ltd | 191,700 | $4M |
| Legacy Wealth Asset Management, LLC | 136,924 | $3M |
| BRILLIANCE ASSET MANAGEMENT LTD | 112,444 | $2M |
| DUMAC, INC. | 96,781 | $2M |
| BRANDES INVESTMENT PARTNERS, LP | 88,827 | $2M |
| Swiss Life Asset Management Ltd | 84,100 | $2M |
| MATTHEWS INTERNATIONAL CAPITAL MANA | 70,800 | $1M |
| Taikang Asset Management (Hong Kong | 49,100 | $984K |
| DRW Securities, LLC | 33,153 | $665K |
| Y-Intercept (Hong Kong) Ltd | 28,704 | $576K |
| PRELUDE CAPITAL MANAGEMENT, LLC | 24,400 | $489K |
| Engineers Gate Manager LP | 15,840 | $318K |
| Tuttle Capital Management, LLC | 13,670 | $274K |
| Oakmont Investment Advisors, Inc. | 11,253 | $226K |
| Vestmark Advisory Solutions, Inc. | 10,632 | $213K |
| Amundi | 10,441 | $209K |
| ABC ARBITRAGE SA | 10,397 | $208K |
| YOUSIF CAPITAL MANAGEMENT, LLC | 9,504 | $191K |
| Pathstone Holdings, LLC | 9,188 | $184K |
| PDS Planning, Inc | 8,566 | $172K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | +732,573 | +32371.8% | 734,836 |
| MACKENZIE FINANCIAL CORP | +624,674 | +48.4% | 1,914,997 |
| Point72 Asset Management, L.P. | +422,835 | +76.0% | 979,113 |
| MORGAN STANLEY | +420,120 | +11.3% | 4,130,197 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +270,709 | +708.4% | 308,922 |
| JANE STREET GROUP, LLC | +246,209 | +447.7% | 301,208 |
| TODD ASSET MANAGEMENT LLC | +178,235 | +10.4% | 1,891,052 |
| XTX Topco Ltd | +138,373 | +567.5% | 162,758 |
| Mitsubishi UFJ Trust & Banking Corp | +123,675 | +150.6% | 205,776 |
| CITADEL ADVISORS LLC | +122,055 | +12.5% | 1,096,684 |
| TEACHERS RETIREMENT SYSTEM OF THE S | +111,000 | +10.3% | 1,188,250 |
| Quantinno Capital Management LP | +108,093 | +58.7% | 292,310 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +106,342 | +11.6% | 1,026,694 |
| Crossmark Global Holdings, Inc. | +70,031 | +10.9% | 712,014 |
| WELLS FARGO & COMPANY/MN | +46,104 | +1177.3% | 50,020 |
| US BANCORP \DE | +30,203 | +59.0% | 81,433 |
| IEQ CAPITAL, LLC | +25,217 | +248.0% | 35,385 |
| Savant Capital, LLC | +21,114 | +90.7% | 44,399 |
| ICON ADVISERS INC/CO | +20,000 | +8.3% | 260,000 |
| NOMURA ASSET MANAGEMENT INTERNATION | +16,074 | +43.5% | 53,016 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITIGROUP INC | -801,557 | -51.7% | 747,506 |
| MARSHALL WACE, LLP | -577,773 | -24.9% | 1,742,654 |
| BANK OF AMERICA CORP /DE | -452,311 | -54.1% | 383,396 |
| GOLDMAN SACHS GROUP INC | -223,786 | -4.1% | 5,285,030 |
| Legal & General Group Plc | -223,142 | -14.2% | 1,346,942 |
| RENAISSANCE TECHNOLOGIES LLC | -212,200 | -34.3% | 406,600 |
| DIMENSIONAL FUND ADVISORS LP | -185,633 | -11.2% | 1,467,205 |
| PZENA INVESTMENT MANAGEMENT LLC | -138,600 | -1.9% | 7,322,331 |
| Fisher Asset Management, LLC | -125,928 | -3.5% | 3,499,424 |
| UBS Group AG | -113,916 | -17.0% | 555,929 |
| D. E. Shaw & Co., Inc. | -99,370 | -62.2% | 60,268 |
| ACADIAN ASSET MANAGEMENT LLC | -96,191 | -34.7% | 181,176 |
| MANNING & NAPIER ADVISORS LLC | -78,051 | -99.9% | 52 |
| Russell Investments Group, Ltd. | -58,940 | -11.2% | 466,340 |
| STATE STREET CORP | -54,102 | -5.4% | 949,365 |
| ENVESTNET ASSET MANAGEMENT INC | -50,164 | -30.6% | 113,608 |
| MILLENNIUM MANAGEMENT LLC | -47,029 | -32.7% | 96,825 |
| SIH Partners, LLLP | -42,200 | -12.4% | 296,850 |
| ROYAL BANK OF CANADA | -36,547 | -58.4% | 26,054 |
| AMERICAN CENTURY COMPANIES INC | -34,987 | -3.8% | 887,573 |