BIDU Chief ExecutiveWhat Yanhong (Robin) Li says in public, and what their own SEC filings show they own.
Co-Founder, Chairman & CEO · Baidu, Inc.
Founded Baidu in 2000 and has run it since; pushed the company's reinvention around the Ernie and Wenxin model families and the Apollo Go robotaxi fleet.
Li owns 19.2% of Baidu, Inc., worth $45.30B at the last close.
Nobody has researched this person's career yet, so founder and track record are left out of the score and of the total above.
Score = stake band (35) + founder (15) + tenure (10) + track record (15) + 12-month direction (−10…15) + filing discipline (10). An axis we have not researched is left out of the score and of the total it is shown over. Every input links to a filing or to our own research; the bands are ours.
Dots mark the months the activity below moved the line. Hover one for that month's net move, how many movements it folds and the largest.
| Security | Held via | Shares |
|---|---|---|
| Class B ordinary shares | Handsome Reward Limited | 439,200,000 |
| Class A ordinary shares | Handsome Reward Limited | 9,994,520 |
| Class A ordinary shares | Direct | 3,013,200 |
| Restricted Shares | Direct | 1,966,824 |
| Restricted Shares | Handsome Reward Limited | 342,104 |
| Reported as of 2026-08-09 | 454,516,648 | |
The 13G/A cover page counts 521.4M shares — 66.9M more than the Forms 4 report, usually options exercisable within 60 days or shares held through a vehicle the person controls but does not file for. Never add them together.
| Date | Type | What happened | Shares | Price | Value | Note |
|---|---|---|---|---|---|---|
| Aug 9, 2026 filing: Exercise, Option or RSU conversion · Class A ordinary shares | Exercise | Option or RSU conversion · Class A ordinary shares | +342,096 | — | — | Through Handsome Reward Limited |
| Aug 9, 2026 filing: Exercise, Option or RSU conversion · Restricted Shares | Exercise | Option or RSU conversion · Restricted Shares | −342,096 | — | — | Through Handsome Reward Limited |
| Aug 8, 2026 filing: Exercise, Option or RSU conversion · Class A ordinary shares | Exercise | Option or RSU conversion · Class A ordinary shares | +510,808 | — | — | Through Handsome Reward Limited |
| Aug 8, 2026 filing: Exercise, Option or RSU conversion · Restricted Shares | Exercise | Option or RSU conversion · Restricted Shares | −510,808 | — | — | Through Handsome Reward Limited |
| Aug 7, 2026 filing: Exercise, Option or RSU conversion · Class A ordinary shares | Exercise | Option or RSU conversion · Class A ordinary shares | +527,200 | — | — | Through Handsome Reward Limited |
| Aug 7, 2026 filing: Exercise, Option or RSU conversion · Restricted Shares | Exercise | Option or RSU conversion · Restricted Shares | −527,200 | — | — | Through Handsome Reward Limited |
| Aug 6, 2026 filing: Award, Grant or award · Restricted Shares | Award | Grant or award · Restricted Shares | +1,966,824 | — | — |
| Company | Role | Reported | Beneficial | % of class |
|---|---|---|---|---|
| BIDU Baidu, Inc. This page | See Remarks | 455M 2026-08-09 |
521M | 19.2% |
| BIDU: 66,930,784 shares on the Section 16 filings are additional to the SCHEDULE 13G/A figure — read the cover page for why. | ||||
| EDU New Oriental Education & Technology Group Inc. | Director | 51,282 2026-07-16 |
— | — |
Reported is every lot on the person's own Forms 3, 4 and 5 — direct and through trusts. Beneficial is the figure stated on the latest Schedule 13D/G cover page, which can exclude shares the person disclaims and include options exercisable within 60 days, so the two are never added together.
Nothing flagged: every Form 4 inside the two-day window, no pledge footnotes, no SEC correspondence.
25 filings under CIK 0001353270 · captured 2026-09-05 · All filings on EDGAR ↗
3 recorded appearances
Declared that model-size competition is over and agent competition has begun, proposed Daily Active Agents (DAA) as the industry's new defining metric, and laid out an "AI evolution" thesis spanning agents, individuals and organizations - including the claim that the smallest productive unit in a company could shrink from a team to one person.
Watch or read: Baidu Create 2026 | Robin Li's Keynote Highlights, May 13, 2026 →Conceded China is "two, three generations" behind on advanced chips but argued Baidu is comparable on models and ahead on applications. Criticized how AI value is distributed - chipmakers capture the profits while the application layer earns almost nothing - and said investment should shift toward applications.
Watch or read: 'We're Not That Far Behind.' Baidu's Robin Li on China's Push to Diffuse AI Throughout Society, Jan 25, 2026 →Framed AI as something enterprises must internalize as a native capability: once it is native, "intelligence is no longer a cost - it becomes productivity." Keynote accompanied the launch of Baidu's self-evolving super agent and Xiaodu AI glasses.
Watch or read: Baidu World 2025 | Robin Li's Keynote Highlights, Nov 13, 2025 →
