QFII Holdings Exposed at Over RMB 275 Billion; 22 Companies See Consecutive Three-Quarter Increases

As of the end of Q3 2026, QFII appeared among the top ten tradable shareholders of more than 1,500 A-share listed companies. Based on closing prices at the end of Q3 2026, the market value of QFII holdings exceeded RMB 275 billion, down nearly 20% from the previous quarter; the number of shares held was about 13.8 billion, down roughly 7% quarter-on-quarter. By sector, five Shenwan Level-1 industries had QFII holdings worth over RMB 10 billion as of the end of Q3 2026: electronics, banking, machinery and equipment, power equipment, and non-ferrous metals. In terms of shares held, banking, electronics, and machinery and equipment remained the top three sectors. The banking sector saw QFII holdings exceed 4.8 billion shares, ranking first, with a slight quarter-on-quarter increase of 0.67%. Looking at a longer timeframe, as of the end of Q3 2026, 22 companies had seen QFII increase its holdings for three consecutive quarters, spanning machinery and equipment, construction and decoration, electronics, basic chemicals, and other industries. Compared with the end of Q4 2025, 10 companies saw QFII's latest holdings increase by more than 2 percentage points, led by Wanxun Automation, Wanwan Sealing, MetaX Integrated Circuits-U, and Jinmei Technology, among others. (Securities Times)