Guru Ownership Trend
Guru Analysis for JD.com, Inc. (JD)
JD.com, Inc. (JD), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $272 M.
Top institutional holders include David Tepper and Ken Fisher.
Institutional sentiment is currently Bearish. This is evidenced by a $187.39 M net outflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 117.7%. Conversely, Steven Cohen reduced exposure by 76.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for JD.com, Inc. (JD)
Major holders include David Tepper ($119.31 M), Ken Fisher ($95.62 M), Steven Cohen ($36.42 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 9.6 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $187.39 M, with 2 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 3 fully exited JD. The total reported sell value was $189.26 M.
Yes, 1 managers opened new positions in JD, and 1 increased their existing holdings. The total reported buy value was $1.87 M.
