Stocklore

Baidu, Inc. (BIDU)

Internet · US stock

What changed in recent filings

  • Institutions — 1 new · 3 added · 3 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Baidu, Inc. recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • FY25Report filed Mar 17, 2026
    Revenue +1.2% YoY
    Release time unknown: Mar 16 close → Mar 18 close, the stock moved +0.1% · over the same window, market -1.1% · sector +0.5%
  • FY24Report filed Mar 28, 2025
    Revenue -3.8% YoY
    Release time unknown: Mar 27 close → Mar 31 close, the stock moved -6.5% · over the same window, market -1.4% · sector -4.4%
  • FY23Report filed Mar 15, 2024
    Revenue +5.7% YoY
    Release time unknown: Mar 14 close → Mar 18 close, the stock moved +0.1% · over the same window, market -0.4% · sector -1.0%
  • FY22Report filed Mar 22, 2023
    Revenue -8.2% YoY
    Release time unknown: Mar 21 close → Mar 23 close, the stock moved -0.6% · over the same window, market -1.4% · sector -1.5%

The next earnings release is estimated around Mar 16, 2027 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Institutions holding Baidu, Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 12
2019 Q1 · 92019 Q2 · 82019 Q3 · 102019 Q4 · 102020 Q1 · 122020 Q2 · 122020 Q3 · 102020 Q4 · 92021 Q1 · 122021 Q2 · 122021 Q3 · 112021 Q4 · 92022 Q1 · 112022 Q2 · 92022 Q3 · 82022 Q4 · 92023 Q1 · 52023 Q2 · 82023 Q3 · 62023 Q4 · 82024 Q1 · 82024 Q2 · 52024 Q3 · 62024 Q4 · 72025 Q1 · 82025 Q2 · 62025 Q3 · 82025 Q4 · 92026 Q1 · 82026 Q2 · 8
19 Q122 Q326 Q2

2019 Q1: 9 → 2026 Q2: 8 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Baidu, Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • Pzena Investment Management0.01% of portfolio · held as of 2019 Q1 or earlier
  • Dodge & Coxunder 0.01% of portfolio · held as of 2019 Q1 or earlier
  • PRIMECAP Management0.74% of portfolio · since 2019 Q4
  • Appaloosa Management1.92% of portfolio · since 2023 Q2
  • Capital World Investors0.02% of portfolio · since 2024 Q3
  • ARK Invest0.22% of portfolio · since 2025 Q1
  • Baillie Gifford & Counder 0.01% of portfolio · since 2025 Q3
  • Duquesne Family OfficeNew this quarter0.19% of portfolio · since 2026 Q2

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

The operator of Baidu, China's largest search engine, investing heavily in AI and self-driving (Apollo). It is sensitive to China's ad cycle and regulatory environment.

What is the Internet sector?

Social, search, and platforms. Ad revenue is cyclical.

Baidu, Inc. is classified under the Internet sector. See peers below.

Baidu, Inc. key financials

Based on SEC filings · as of Dec 31, 2025

Tap a metric name to see its meaning in the glossary.

Baidu, Inc. vs Internet sector benchmark

Median of 16 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
1.2%vs benchmark 17.8%↓ below
Operating margin
-4.5%vs benchmark 5.6%↓ below
Net margin
4.3%vs benchmark 17.3%↓ below

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

BIDU on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Internet average
See full BIDU analysis →

Peers · Internet

BIDU FAQ

What is Baidu, Inc. (BIDU)?

The operator of Baidu, China's largest search engine, investing heavily in AI and self-driving (Apollo). It is sensitive to China's ad cycle and regulatory environment.

What sector is Baidu, Inc. in?

Baidu, Inc. is classified under Internet. Social, search, and platforms. Ad revenue is cyclical.

What are Baidu, Inc.'s key financials?

As of Dec 31, 2025 in SEC filings: Revenue growth (YoY) 1.2%, Operating margin -4.5%, Net margin 4.3%, Debt-to-equity 0.16x. Definitions and interpretation are available on Stocklore.

Where can I analyze Baidu, Inc. (BIDU) stock?

On Stocklore you can see BIDU's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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