Stocklore

Baidu, Inc. (BIDU)

Internet · US stock

What changed in recent filings

  • Institutions — 4 new · 2 added · 2 reduced13F · as of end of 2026 Q2

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

Institutions holding Baidu, Inc.

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

max 9
2019 Q1 · 52019 Q2 · 42019 Q3 · 62019 Q4 · 52020 Q1 · 72020 Q2 · 72020 Q3 · 52020 Q4 · 62021 Q1 · 82021 Q2 · 92021 Q3 · 82021 Q4 · 52022 Q1 · 72022 Q2 · 62022 Q3 · 52022 Q4 · 62023 Q1 · 32023 Q2 · 62023 Q3 · 42023 Q4 · 62024 Q1 · 62024 Q2 · 32024 Q3 · 32024 Q4 · 42025 Q1 · 52025 Q2 · 32025 Q3 · 52025 Q4 · 62026 Q1 · 52026 Q2 · 8
19 Q122 Q326 Q2

2019 Q1: 5 → 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.

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

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.

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 15 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
1.2%vs benchmark 17.3%↓ below
Operating margin
0.9%vs benchmark 9.4%↓ below
Net margin
4.3%vs benchmark 18.9%↓ below

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

ETFs holding Baidu, Inc.

Per SEC N-PORT · 2026-04-30 · by weight · factual

ARKKARK Innovation ETF
1.04%

BIDU on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation 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 0.9%, 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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