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 Q3 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $466.72 M.
Top institutional holders include David Tepper and Steven Cohen.
Institutional sentiment is currently Bullish. This is evidenced by a $25.11 M net inflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 464.3%. Conversely, Jeremy Grantham reduced exposure by 98.0%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 2.95% | Reduce -11.1% | 6,225,000 | $217.75 M | Q3 2025 | |
| 0.31% | Add 464.3% | 5,296,151 | $185.26 M | Q3 2025 | |
| 0.04% | Reduce -1.8% | 3,373,804 | $118.02 M | Q3 2025 | |
| 0.04% | 344,309 | $12.04 M | Q3 2025 | ||
| 0.06% | Reduce -0.5% | 341,711 | $11.95 M | Q3 2025 | |
| 1.72% | Reduce -11.0% | 181,412 | $6.35 M | Q3 2025 | |
| 0.01% | Reduce -78.9% | 170,200 | $5.95 M | Q3 2025 | |
| 0.05% | Reduce -9.3% | 109,597 | $3.91 M | Q3 2025 | |
| 0.00% | Reduce -98.0% | 8,384 | $293,272 | Q3 2025 | |
| 0.00% | New Buy | 4,616 | $161,468 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for JD.com, Inc. (JD)
Major holders include David Tepper ($217.75 M), Steven Cohen ($185.26 M), Ken Fisher ($118.02 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 16.06 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $25.11 M, with 2 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 7 managers trimmed their positions, while 1 fully exited JD. The total reported sell value was $127.48 M.
Yes, 1 managers opened new positions in JD, and 1 increased their existing holdings. The total reported buy value was $152.59 M.