JD.COM INC
456 institutions still hold JD.COM INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
JD.com Inc. (JD, CUSIP 47215P106) entered Q1 2026 with $6.6B of institutional 13F value across 395 institutional accounts — a holder profile appropriate for a major Chinese e-commerce and logistics company whose primary business spans online retail (JD.com marketplace), direct-to-consumer electronics and general merchandise fulfillment, and JD Logistics (supply-chain, last-mile delivery infrastructure). The Q1 signal: Franklin Resources added $313M in what appears to be a conviction build or meaningful sleeve expansion within a China-consumer or emerging-markets-e-commerce mandate, paired with Walleye Trading reducing $111M. For smart-money trackers, JD's institutional footprint reflects the China-consumer-discretionary exposure thesis at the e-commerce tier — a structurally different read position than Alibaba (BABA) given JD's more vertically integrated logistics model and higher percentage of direct sales versus marketplace facilitation. The 395-holder base is concentrated among China-focused and emerging-markets managers, and Q/Q rotation at this tier is most informative when read alongside BABA and other China-large-cap names to identify whether institutional managers are rotating within the China sleeve rather than adding or subtracting from the sleeve altogether.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.