BAIDU INC BIDU
SPON ADR REP A · ADR · CUSIP 056752108 · ISIN US0567521085
Chinese web services company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($36.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $114.32. Options: 47 managers hold calls ($1.8bn notional), 41 hold puts ($1.2bn).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 515 |
| Q4 2022 | 501 |
| Q1 2023 | 543 |
| Q2 2023 | 512 |
| Q3 2023 | 521 |
| Q4 2023 | 517 |
| Q1 2024 | 509 |
| Q2 2024 | 473 |
| Q3 2024 | 500 |
| Q4 2024 | 438 |
| Q1 2025 | 478 |
| Q2 2025 | 430 |
| Q3 2025 | 486 |
| Q4 2025 | 528 |
| Q1 2026 | 509 |
| Q2 2026 | 494 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 225 | 214 |
| Q4 2024 | 167 | 275 |
| Q1 2025 | 249 | 178 |
| Q2 2025 | 169 | 242 |
| Q3 2025 | 259 | 190 |
| Q4 2025 | 269 | 204 |
| Q1 2026 | 253 | 246 |
| Q2 2026 | 227 | 224 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $4.7bn | $2.9bn | 0.61 |
| Q4 2025 | $2.8bn | $2.2bn | 0.79 |
| Q1 2026 | $1.4bn | $1.2bn | 0.84 |
| Q2 2026 | $1.8bn | $1.2bn | 0.67 |
Biggest buyers
| ARGA Investment Management, LP | New | +1.1m |
| BANK OF AMERICA CORP /DE/ | Added | +1.1m |
| FEDERATED HERMES, INC. | Added | +1.1m |
| Holocene Advisors, LP | Added | +1.0m |
| UBS Group AG | Added | +917.7k |
| Alyeska Investment Group, L.P. | Added | +912.6k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Added | +760.0k |
| APPALOOSA LP | Added | +602.9k |
| CoreView Capital Management Ltd | New | +555.2k |
| SEVEN GRAND MANAGERS, LLC | New | +500.0k |
Biggest sellers
| BlackRock, Inc. | Reduced | -1.7m |
| Black Creek Investment Management Inc. | Sold out | -932.0k |
| ARK Investment Management LLC | Reduced | -818.4k |
| TT International Asset Management LTD | Sold out | -627.6k |
| GOLDMAN SACHS GROUP INC | Reduced | -457.1k |
| Qube Research & Technologies Ltd | Sold out | -397.6k |
| Amova Asset Management Americas, Inc. | Reduced | -359.7k |
| Sumitomo Mitsui Trust Group, Inc. | Reduced | -359.7k |
| JPMORGAN CHASE & CO | Reduced | -358.7k |
| Rheos Capital Works Inc. | Sold out | -352.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $486.2m4.3m shares |
| CITADEL ADVISORS LLC | Added | $257.6m2.3m shares |
| IMC-Chicago, LLC | Added | $230.1m2.0m shares |
| JANE STREET GROUP, LLC | Added | $204.6m1.8m shares |
| GROUP ONE TRADING LLC | Reduced | $105.1m919.9k shares |
| PEAK6 LLC | Added | $52.0m454.9k shares |
| SIMPLEX TRADING, LLC | Added | $45.2m395.7k shares |
| Shay Capital LLC | New | $42.3m370.0k shares |
| UBS Group AG | Reduced | $40.5m354.6k shares |
| Walleye Trading LLC | Added | $39.1m341.8k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $303.3m2.7m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $191.4m1.7m shares |
| CITADEL ADVISORS LLC | Reduced | $136.7m1.2m shares |
| IMC-Chicago, LLC | Added | $127.2m1.1m shares |
| MILLENNIUM MANAGEMENT LLC | Added | $67.3m589.2k shares |
| JPMORGAN CHASE & CO | Reduced | $48.9m435.7k shares |
| Walleye Trading LLC | Added | $45.8m400.4k shares |
| BNP PARIBAS FINANCIAL MARKETS | New | $34.3m3.0k shares |
| UBS Group AG | Reduced | $32.2m281.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $28.5m249.4k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 1 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-05-21 | Foo Jixun Director | Sold | —122.6k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| PRIMECAP MANAGEMENT CO/CA/ 0.74% of their portfolio | 11.0m $1.3bn | Reduced -46.7k |
| MORGAN STANLEY 0.04% of their portfolio | 6.5m $743.2m | Reduced -12.2k |
| UBS Group AG 0.06% of their portfolio | 3.0m $347.7m | Added +917.7k |
| Robeco Institutional Asset Management B.V. 0.21% of their portfolio | 1.5m $169.5m | Added +9.3k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.4m $165.0m | Added +1.1m |
| APPALOOSA LP 1.98% of their portfolio | 1.3m $148.0m | Added +602.9k |
| Capital World Investors 0.02% of their portfolio | 1.2m $142.5m | Added +48.2k |
| Alyeska Investment Group, L.P. 0.36% of their portfolio | 1.2m $138.2m | Added +912.6k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 0.81% of their portfolio | 1.2m $137.6m | Added +760.0k |
| Holocene Advisors, LP 0.31% of their portfolio | 1.2m $136.0m | Added +1.0m |
| ARGA Investment Management, LP 3.30% of their portfolio | 1.1m $129.4m | New |
| FEDERATED HERMES, INC. 0.18% of their portfolio | 1.1m $124.5m | Added +1.1m |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.1m $124.3m | Reduced -124.1k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.16% of their portfolio | 955.4k $109.2m | Added +117.2k |
| North of South Capital LLP 7.73% of their portfolio | 918.9k $105.0m | Added +179.6k |
| EARNEST PARTNERS LLC 0.37% of their portfolio | 906.7k $103.6m | Added +48.7k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.12% of their portfolio | 873.4k $99.8m | Added +14.0k |
| MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio | 768.5k $87.8m | Added +374.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.07% of their portfolio | 684.3k $78.2m | Added +137.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 610.3k $69.8m | Added +190.4k |
| BlackRock, Inc. 0.00% of their portfolio | 603.8k $69.0m | Reduced -1.7m |
| DNB Asset Management AS 0.19% of their portfolio | 594.4k $68.0m | Added +53.6k |
| WCM INVESTMENT MANAGEMENT, LLC 0.12% of their portfolio | 585.1k $65.6m | Added +130.8k |
| Penserra Capital Management LLC 0.50% of their portfolio | 566.3k $64.7m | Added +232.5k |
| Defiance ETFs, LLC 0.93% of their portfolio | 566.2k $66.8m | Added +232.4k |
| FMR LLC 0.00% of their portfolio | 557.3k $63.7m | Reduced -1.9k |
| CoreView Capital Management Ltd 11.60% of their portfolio | 555.2k $63.5m | New |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.02% of their portfolio | 519.1k $60.2m | Reduced -31.8k |
| JANE STREET GROUP, LLC 0.04% of their portfolio | 507.0k $57.9m | Added +104.4k |
| SEVEN GRAND MANAGERS, LLC 2.30% of their portfolio | 500.0k $57.1m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 416.9k $47.6m | Reduced -457.1k |
| Ghisallo Capital Management LLC 0.90% of their portfolio | 400.0k $45.7m | New |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 395.3k $45.2m | Reduced -74.9k |
| LOOMIS SAYLES & CO L P 0.06% of their portfolio | 391.3k $44.7m | Added +105.2k |
| SEI INVESTMENTS CO 0.04% of their portfolio | 351.9k $40.2m | Added +66.8k |
| IMC-Chicago, LLC 0.36% of their portfolio | 346.3k $39.6m | Added +315.2k |
| Contrarius Group Holdings Ltd 1.81% of their portfolio | 343.3k $39.2m | Added +113.2k |
| Think Investments LP 4.75% of their portfolio | 337.1k $38.5m | New |
| BARCLAYS PLC 0.01% of their portfolio | 308.1k $35.2m | Added +2.0k |
| ARK Investment Management LLC 0.22% of their portfolio | 301.9k $34.5m | Reduced -818.4k |
| MARSHALL WACE, LLP 0.03% of their portfolio | 293.0k $33.5m | Added +43.6k |
| DekaBank Deutsche Girozentrale 0.05% of their portfolio | 286.8k $30.5m | Unchanged |
| Polunin Capital Partners Ltd 8.18% of their portfolio | 283.4k $33.3m | Reduced -5.0k |
| Legal & General Group Plc 0.01% of their portfolio | 263.7k $30.2m | Reduced -4.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 262.9k $30.1m | Reduced -2.7k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 260.5k $29.8m | Reduced -115.7k |
| CITIGROUP INC 0.01% of their portfolio | 250.2k $28.6m | Reduced -64.8k |
| Handelsbanken Fonder AB 0.08% of their portfolio | 246.8k $28.2m | Added +129.8k |
| Nykredit A/S 0.09% of their portfolio | 245.8k $28.1m | First filing |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 240.8k $27.5m | Added +227.4k |
| Capital Wealth Planning, LLC 0.12% of their portfolio | 218.0k $24.9m | Added +53.9k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 211.1k $24.1m | Added +47.5k |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 208.1k $23.8m | Reduced -359.7k |
| Amova Asset Management Americas, Inc. 0.31% of their portfolio | 208.1k $23.8m | Reduced -359.7k |
| Mariner, LLC 0.02% of their portfolio | 196.8k $22.5m | Reduced -1.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 195.9k $22.0m | Reduced -358.7k |
| M&G PLC 0.10% of their portfolio | 173.7k $19.8m | Added +47.3k |
| FIL Ltd 0.01% of their portfolio | 163.7k $18.7m | Reduced -2.4k |
| Long Focus Capital Management, LLC 0.74% of their portfolio | 159.8k $18.3m | Unchanged |
| AI-Squared Management Ltd 9.53% of their portfolio | 156.3k $17.9m | Added +91.8k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 144.7k $16.5m | Reduced -64.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 142.4k $16.3m | Added +78.2k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 140.7k $16.1m | Added +4.3k |
| SIH Partners, LLLP 0.65% of their portfolio | 137.3k $15.7m | Added +17.8k |
| Invesco Ltd. 0.00% of their portfolio | 132.1k $15.1m | Reduced -13.5k |
| PEAK6 LLC 0.36% of their portfolio | 128.9k $14.7m | Added +43.8k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% of their portfolio | 123.7k $14.1m | Added +2.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 123.5k $14.1m | Added +122.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 122.7k $14.0m | Added +6.8k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 118.1k $13.5m | Reduced -245 |
| Ardmore Road Asset Management LP 0.76% of their portfolio | 114.0k $13.0m | New |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 111.9k $13.0m | Added +6.9k |
| Quaker Capital Investments, LLC 3.44% of their portfolio | 110.1k $12.6m | Added +4.0k |
| LPL Financial LLC 0.00% of their portfolio | 109.4k $12.5m | Reduced -8.7k |
| Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio | 109.0k $12.5m | Added +7.0k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 107.9k $12.3m | Reduced -103.6k |
| CONTRARIAN CAPITAL MANAGEMENT, L.L.C. 3.81% of their portfolio | 102.1k $11.7m | Unchanged |
| ExodusPoint Capital Management, LP 0.11% of their portfolio | 101.3k $11.6m | Added +14.4k |
| Philosophy Capital Management LLC 1.10% of their portfolio | 100.0k $11.4m | New |
| NewEdge Advisors, LLC 0.03% of their portfolio | 98.0k $11.2m | Added +50.1k |
| Creative Planning 0.01% of their portfolio | 97.9k $11.2m | Reduced -9.0k |
| Portolan Capital Management, LLC 0.41% of their portfolio | 95.9k $11.0m | Reduced -270.6k |
| CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio | 95.4k $10.9m | Reduced -3.2k |
| Amundi 0.00% of their portfolio | 93.0k $10.6m | Added +13.0k |
| Nishkama Capital, LLC 1.16% of their portfolio | 89.8k $10.3m | Added +6.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 89.0k $10.2m | Reduced -5.4k |
| Duquesne Family Office LLC 0.23% of their portfolio | 88.2k $10.1m | New |
| SG Americas Securities, LLC 0.01% of their portfolio | 85.7k $9.8m | Reduced -299.6k |
| Clearline Capital LP 0.63% of their portfolio | 85.1k $9.7m | Reduced -180 |
| CIBC WORLD MARKET INC. 0.02% of their portfolio | 84.0k $9.6m | Reduced -29.2k |
| Ariose Capital Management Ltd 4.10% of their portfolio | 83.9k $9.6m | New |
| STATE STREET CORP 0.00% of their portfolio | 80.4k $9.2m | Reduced -6.0k |
| Maytus Capital Management, LLC 1.44% of their portfolio | 80.0k $9.1m | Reduced -9.4k |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 78.4k $9.0m | Reduced -159.8k |
| GF FUND MANAGEMENT CO. LTD. 0.10% of their portfolio | 71.0k $8.1m | New |
| Tekne Capital Management, LLC 2.43% of their portfolio | 65.0k $7.4m | New |
| SIMPLEX TRADING, LLC 0.19% of their portfolio | 63.8k $7.3m | New |
| Optiver Holding B.V. 0.10% of their portfolio | 63.2k $7.2m | Unchanged |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 59.8k $6.8m | Added +29.4k |
| Monaco Asset Management SAM 2.34% of their portfolio | 55.0k $6.3m | Reduced -1.0k |