HESAI GROUP
139 institutions still hold HESAI GROUP as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
Hesai Group (HSAI), the Shanghai-based lidar manufacturer whose automotive and robotaxi sensing products compete in an intensifying Chinese autonomous-driving market, now carries approximately $777 million in institutional value across 129 holders — a small but meaningful register in which a single name, Schroders Investment Management Group, anchors the position with $140.7 million (18.1% of the institutional book) and tripled its share count during Q1 2026, growing from 2.1 million to 7.9 million shares. That Schroders build — a $94 million addition, the largest single-name increase in absolute value in the file — is the clearest conviction read in an otherwise mixed register. FMR (Fidelity) counterbalanced that by cutting its position roughly in half, reducing from $88 million to $70 million despite adding no net share reduction; Vanguard opened dual-entry passive positions totaling $56 million, marking the first passive-mechanical layer appearing in the register. Against that, BAMCO (Neuberger Berman), FIL Limited, Wellington, Morgan Stanley, Robeco, and several other mid-tier active holders all trimmed, suggesting that while Schroders is expressing strong directional conviction, the broader active-discretionary cohort remains cautious or in wait-and-see mode on Chinese autonomous-driving supply chain names. The additions cluster around quality-and-growth shops (Artisan Partners, UBS, Deutsche Bank, Carrhae Capital, Broad Peak, SRS Investment Management) while the sellers cluster around diversified large-cap growth and generalist strategies that have rotated away from the Chinese EV/ADAS supply chain during the tariff-and-demand uncertainty of 2025-2026.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.