ZKHNYSERetail-Building Materials, Hardware, Garden SupplyFiscal year ends December 31
ZKH Group Ltd
Financials through fiscal 2025, year ended Dec 31, 2025Last filing: 20-F on Apr 24, 2026
$1.86+0.11 (+6.29%)
Close on Oct 19, 2026
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
0.2%
23M of 11.13B shares
Institutional holders
24
7 new, 2 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 2 sales
Net sold $796.95K
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 |
|---|---|---|---|---|
| Loong ZKH Limited | 890,677,378 | 15.80% | 13G (passive) | Dec 31, 2023 |
| Shanghai Dingman Enterprise Management Co., Ltd. | 739,069,700 | 13.10% | 13G (passive) | Dec 31, 2023 |
| Tencent Mobility Limited | 526,845,143 | 11.80% | 13G (passive) | Dec 31, 2023 |
| Yuan Capital Ltd | 396,849,600 | 7.00% | 13G (passive) | Dec 31, 2023 |
| Canada Pension Plan Investment Board | 371,648,061 | 8.30% | 13G (passive) | Dec 31, 2023 |
| Pandanus Associates, Inc. | 266,765,940 | 6.00% | 13G (passive) | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ZKH | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Canada Pension Plan Investment Board | 10,618,516 | 0.10% | $24.00M | – | 0.01% |
| FIL Ltd | 8,563,528 | 0.08% | $19.35M | +456,584 | 0.01% |
| Boundless Plain Holdings Ltd | 2,397,979 | 0.02% | $5.42M | – | 1.26% |
| Marshall Wace, Llp | 326,472 | 0.00% | $737.82K | New | 0.00% |
| Renaissance Technologies LLC | 133,400 | 0.00% | $301.48K | +43,500 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 99,679 | 0.00% | $225.28K | New | 0.00% |
| Invesco Ltd. | 68,948 | 0.00% | $155.82K | −7,922 | 0.00% |
| Citadel Advisors LLC | 65,999 | 0.00% | $149.16K | −334 | 0.00% |
| Acadian Asset Management LLC | 62,153 | 0.00% | $135 | +42,457 | 0.00% |
| Oasis Management Co Ltd. | 50,000 | 0.00% | $113.00K | – | 0.01% |
| Millennium Management LLC | 41,431 | 0.00% | $93.63K | New | 0.00% |
| Goldman Sachs Group Inc | 33,135 | 0.00% | $74.89K | +8,239 | 0.00% |
| Centiva Capital, LP | 19,255 | 0.00% | $43.52K | +4,899 | 0.00% |
| XTX Topco Ltd | 18,511 | 0.00% | $41.84K | +3,316 | 0.00% |
| Hrt Financial LP | 17,289 | 0.00% | $39 | New | 0.00% |
| JPMorgan Chase & Co | 13,804 | 0.00% | $30.51K | −397,518 | 0.00% |
| State Street Corp | 10,792 | 0.00% | $24.39K | −428 | 0.00% |
| FMR LLC | 1,762 | 0.00% | $3.98K | – | 0.00% |
| UBS Group AG | 1,012 | 0.00% | $2.29K | New | 0.00% |
| Royal Bank of Canada | 789 | 0.00% | $2.00K | +286 | 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 | 24 | 23M | 0.2% | 7 / 7 | 6 / 2 | 1M | 0M |
| Q1 2026 | 19 | 22M | 0.2% | 3 / 4 | 6 / 3 | 1M | 0M |
| Q4 2025 | 19 | 21M | 0.2% | 8 / 3 | 4 / 1 | 4M | 0M |
| Q3 2025 | 12 | 17M | 0.2% | 2 / 4 | 2 / 3 | 1M | 8M |
| Q2 2025 | 13 | 24M | 0.2% | 2 / 2 | 5 / 3 | 0M | 0M |
| Q1 2025 | 14 | 24M | 0.2% | 2 / 3 | 5 / 3 | 1M | 0M |
| Q4 2024 | 15 | 23M | 0.2% | 4 / 2 | 4 / 3 | 1M | 0M |
| Q3 2024 | 15 | 33M | 0.3% | 4 / 3 | 3 / 0 | 1M | 1M |
| Q2 2024 | 11 | 33M | 0.3% | 7 / 2 | 0 / 0 | 21M | 0M |
| Q1 2024 | 4 | 12M | 0.1% | 2 / 0 | 0 / 3 | 0M | 0M |
| Q4 2023 | 5 | 12M | 0.1% | 5 / 0 | 0 / 0 | 12M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ZKH | Value | % of fund | As of |
|---|---|---|---|---|---|
| Invesco Golden Dragon China ETF | 67,892 | 0.00% | $198.24K | 0.20% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) China ETF | 10,792 | 0.00% | $24.39K | 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 |
|---|---|---|---|---|
| Chun Chiu Lai | Chief Financial Officer | – | – | Mar 27, 2026 |
| Shuang Ariel Liu | Vice President | 2,000,250 | 0.02% | Mar 27, 2026 |
| Yunjie Han | Director | 3,038,280 | 0.03% | Sep 15, 2026 |
| Eric Long Chen | Director | 891,798,428 | 8.01% | Mar 27, 2026 |
| Changxiang Yang | Director | 5,261,040 | 0.05% | Mar 27, 2026 |
| Yang David Liu | Director | 1,207,500 | 0.01% | Mar 27, 2026 |
| He Xu | Director | – | – | Mar 27, 2026 |
| Xiaofan Wang | Director | – | – | Mar 26, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Yunjie Han Director | Sep 11, 2026 | Sale | −9,289,000 | $0.08 | $743.12K | 1,538,180 |
| Yunjie Han Director | Sep 9, 2026 | Sale | −672,910 | $0.08 | $53.83K | 10,827,180 |
| Yunjie Han Director | Aug 31, 2026 | Award | +9,999,990 | – | – | 11,500,090 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Yunjie Han Director | Sep 1, 2026 | 285,714 | $828.57K | Sep 3, 2026 | Acquired upon vesting and settlement of the RSUs under the equity incentive plan |