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ZTO

ZTO Express (Cayman) Inc.

Sector: industrialsIntegrated Freight & LogisticsNYSEMarket Cap: $20.17B

ZTO Express is a Chinese-controlled logistics and parcel delivery company with minimal US political/regulatory exposure and no meaningful government dependence.

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Govt Dependence
5/100
Regulatory Density
15/100
Lobbying Intensity
0/100
Political Signal
LOW

BusinessWhat ZTO does

ZTO Express operates as a parcel delivery and logistics platform, primarily serving e-commerce customers in China. The company generates revenue through shipping fees and value-added logistics services. As a Cayman Islands-incorporated entity with Chinese operations, it has limited direct US revenue exposure.

12 months past · 3 months futureZTO activity timeline

$27$22$18 OctNovDecJan '26FebMarAprMayJunJulAugSepOctNovDec ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · Sep 14 $25.88 hi $18.50 lo $20.86 CONGRESS 6 INSIDERS 0 13F FUNDS 30 BILLS 4 Renaissance Technologies · + $15575M · 2026-03-31Citadel Advisors · + $18M · 2025-12-31Renaissance Technologies · - $6M · 2025-09-30Renaissance Technologies · - $3M · 2025-12-31Citadel Advisors · - $2M · 2025-09-30D.E. Shaw & Co. · + $2M · 2025-12-31D.E. Shaw & Co. · OPENED $2M · 2025-09-30 MARKUP · House Appropriations Subcommittee on Financial Services and · 2026-09-15MARKUP · House Appropriations Subcommittee on Departments of Transpor · 2026-09-15MARKUP · House Appropriations Subcommittee on National Security, Depa · 2026-09-16MARKUP · Senate Armed Services · 2026-09-17
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
244 trading days · 0 congressional trades shown · 0 insider buys · 7 13F filings · 0 past bill actions · 4 upcoming markups

Lifetime Government AwardsZTO federal contracts

ZTO doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Smart Money · 13F HoldingsHedge funds holding ZTO

$15.60B
Total ZTO held by tracked 13F funds
3
Funds with ZTO positions
Renaissance Technologies $15.58B +400% 2026-03-31
Citadel Advisors $18M +614% 2025-12-31
D.E. Shaw & Co. $2M +10% 2025-12-31

Politicians Trading ZTOMembers of Congress with recent ZTO positions

1 politicians traded ZTO across 2 disclosed transactions totaling $16K (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just ZTO). 0-30 LOW · 30-60 MID · 60+ HIGH.

Congressional TradesWho in Congress is trading ZTO

2025-05-23 Josh Gottheimer D-New Jersey · house Sale $1,001 - $15,000
2025-05-23 Josh Gottheimer D-New Jersey · house sale $1,001 - $15,000
2024-04-17 Josh Gottheimer D-New Jersey · house Purchase $1,001 - $15,000
2024-04-16 Josh Gottheimer D-New Jersey · house Purchase $1,001 - $15,000
2024-04-17 Josh Gottheimer D-New Jersey · house purchase $1,001 - $15,000
2024-04-16 Josh Gottheimer D-New Jersey · house purchase $1,001 - $15,000
6+ trades on file · most recent 2025-06-11

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

No Form 4 activity recorded in the last 180 days.

Political ProfileWhere ZTO sits in Washington

ZTO has no US lobbying presence, no campaign donations, and minimal regulatory footprint in US markets. Stock movement driven by China logistics demand and FX, not US policy.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • US-China trade tensions
  • foreign investment scrutiny
  • CFIUS review potential

Regulatory opportunities

  • No specific regulatory opportunities flagged.
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Frequently AskedAbout ZTO & political exposure

Does ZTO Express (Cayman) Inc. (ZTO) hold federal contracts?
No direct prime contracts reported in USASpending.gov for ZTO Express (Cayman) Inc.. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
Has Congress traded ZTO stock?
6 congressional trades by 1 unique members of Congress, most recently on 2025-05-23. See the Congressional Trading panel for politician-by-politician breakdown.
What is ZTO political risk profile?
Government dependence: 5/100. Lobbying intensity: 0/100. Political signal: low.
How does GovGreed track ZTO political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. ZTO data is updated daily from these official federal sources.