QFII holdings exceeding RMB 275 billion revealed: 22 companies received increased positions for 3 consecutive quarters.

By the end of Q3 2026, QFIIs appeared among the top ten circulating shareholders of more than 1,500 A-share companies. Based on closing prices at the end of Q3 2026, QFII holdings were valued at over 275 billion yuan, down nearly 20% quarter-on-quarter; holdings totaled about 13.8 billion shares, down about 7% quarter-on-quarter. By industry, as of the end of Q3 2026, five SW Level-1 industries saw QFII holdings exceed 10 billion yuan: electronics, banks, machinery and equipment, power equipment, and non-ferrous metals. In terms of share count, banks, electronics, and machinery and equipment remained the top three, with the banking sector's QFII holdings exceeding 4.8 billion shares, ranking first with a slight quarter-on-quarter increase of 0.67%. Over a longer horizon, as of the end of Q3 2026, 22 companies had seen QFIIs add to their positions for three consecutive quarters, spread across industries including machinery and equipment, construction decoration, electronics, and basic chemicals. Specifically, compared with the end of Q4 2025, 10 companies saw QFII holdings increase by more than 2 percentage points, led by Wanxun Automation, Viwan Sealing, Muxi Shares-U, Jinmei Technology, and others.