WDHNYSEInsurance Agents, Brokers & ServiceFiscal year ends December 31
Waterdrop Inc.
Financials through fiscal 2025, year ended Dec 31, 2025Last filing: 20-F on Apr 28, 2026
$1.01+0.00 (0.00%)
Close on Oct 19, 2026
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
0.7%
25M of 3.61B shares
Institutional holders
39
10 new, 6 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Peng Shen | 801,908,979 | 21.70% | 13G (passive) amendment | Dec 31, 2023 |
| OR Swiss Re Ltd | 206,362,384 | 7.12% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of WDH | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Boundless Plain Holdings Ltd | 11,485,432 | 0.32% | $12.98M | – | 3.01% |
| IDG China Capital Fund III Associates L.P. | 5,729,041 | 0.16% | $6.47M | – | 1.15% |
| Morgan Stanley | 3,271,149 | 0.09% | $3.70M | −127,878 | 0.00% |
| Baader Bank Aktiengesellschaft | 1,603,508 | 0.04% | $1.81M | – | 0.14% |
| Avenir Tech Ltd | 859,202 | 0.02% | $970.90K | – | 0.14% |
| Acadian Asset Management LLC | 300,169 | 0.01% | $332 | +173,537 | 0.00% |
| IDG China Capital Fund GP III Associates Ltd. | 283,175 | 0.01% | $319.99K | – | 0.44% |
| Citadel Advisors LLC | 231,742 | 0.01% | $261.87K | +201,275 | 0.00% |
| Gsa Capital Partners Llp | 222,237 | 0.01% | $251 | New | 0.02% |
| Goldman Sachs Group Inc | 164,440 | 0.00% | $185.82K | −3,773 | 0.00% |
| Renaissance Technologies LLC | 134,327 | 0.00% | $151.79K | +76,370 | 0.00% |
| Invesco Ltd. | 97,672 | 0.00% | $110.37K | −13,564 | 0.00% |
| SG Americas Securities, LLC | 77,064 | 0.00% | $87 | New | 0.00% |
| State Street Corp | 68,321 | 0.00% | $77.20K | −5,012 | 0.00% |
| Millennium Management LLC | 61,475 | 0.00% | $69.47K | New | 0.00% |
| Sei Investments Co | 40,824 | 0.00% | $46.13K | +15,904 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 39,372 | 0.00% | $44.49K | – | 0.00% |
| Ethos Financial Group, LLC | 38,401 | 0.00% | $43.39K | – | 0.00% |
| SmartHarvest Portfolios, LLC | 32,086 | 0.00% | $36.26K | −15,637 | 0.01% |
| Police & Firemen's Retirement System of New Jersey | 23,970 | 0.00% | $27.09K | – | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 39 | 25M | 0.7% | 10 / 7 | 8 / 6 | 1M | 0M |
| Q1 2026 | 35 | 24M | 0.7% | 6 / 7 | 10 / 6 | 0M | 1M |
| Q4 2025 | 35 | 25M | 0.7% | 13 / 6 | 7 / 3 | 12M | 0M |
| Q3 2025 | 27 | 13M | 0.4% | 13 / 8 | 3 / 6 | 2M | 0M |
| Q2 2025 | 22 | 12M | 0.3% | 14 / 1 | 4 / 2 | 1M | 0M |
| Q1 2025 | 10 | 11M | 0.3% | 2 / 3 | 1 / 6 | 1M | 0M |
| Q4 2024 | 14 | 10M | 0.3% | 8 / 2 | 3 / 5 | 7M | 1M |
| Q3 2024 | 11 | 4M | 0.1% | 2 / 2 | 3 / 10 | 0M | 1M |
| Q2 2024 | 19 | 5M | 0.2% | 7 / 2 | 7 / 3 | 1M | 7M |
| Q1 2024 | 15 | 12M | 0.3% | 3 / 5 | 5 / 5 | 3M | 0M |
| Q4 2023 | 17 | 9M | 0.3% | 3 / 4 | 7 / 4 | 3M | 0M |
| Q3 2023 | 18 | 6M | 0.2% | 7 / 2 | 5 / 7 | 0M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of WDH | Value | % of fund | As of |
|---|---|---|---|---|---|
| Invesco Golden Dragon China ETF | 96,178 | 0.00% | $107.72K | 0.11% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Emerging Markets Small Cap ETF | 68,321 | 0.00% | $77.20K | 0.01% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Xiaolei Sun | VP of Human Resources, Director | 5,239,630 | 0.15% | Mar 17, 2026 |
| wei ran | Head of Insurance Business, Director | 2,039,630 | 0.06% | Mar 17, 2026 |
| Peng Shen | CEO, Director, 10% owner | 801,908,979 | 22.22% | Mar 16, 2026 |
| Nian Liu | Head of Legal | 700,000 | 0.02% | Mar 17, 2026 |
| Xiaoying Xu | Head of Finance | 553,820 | 0.02% | Mar 17, 2026 |
| Jieru Li | VP Fin, Head of Strat & CapMkt | 646,410 | 0.02% | Mar 17, 2026 |
| Xiaobo ZHOU | Head of R&D | 230,610 | 0.01% | Mar 17, 2026 |
| Qianfei Chang | Director | 60,000 | 0.00% | Jul 1, 2026 |
| Heping Feng | Director | 299,820 | 0.01% | Mar 30, 2026 |
| Kai Victor Huang | Director | – | – | Mar 27, 2026 |
| Haiyang YU | Director | 0 | – | Mar 18, 2026 |
| Chenyang Wei | Director | 299,820 | 0.01% | Mar 17, 2026 |
| Chen Lin | Director | 220,000 | 0.01% | Mar 16, 2026 |
| Wenjie Guan | Director | – | – | Mar 16, 2026 |