Alibaba Group Holding Ltd
BABA- 交易所
- NYSE
- 產業
- Services-Business Services, NEC
- SEC CIK
- 0001577552
近 90 天，Alibaba Group Holding Ltd 內部人申報 3 筆公開市場買進、5 筆賣出；2026 年第 2 季末有 1,230 家機構在 13F 申報持有，市值合計 $227.5 億；阿帕盧薩、H&H 國際投資等 7 位大師持有。
2026 年第 2 季 13F 持有人
Alibaba Group Holding Ltd 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,230
- 較 2026 年第 1 季 −102 家
- 持有股數
- 2.32 億
- 較 2026 年第 1 季 −1,726 萬 (−6.9%)
- 總市值
- $227.5 億
- 較 2026 年第 1 季 −$84.0 億 (−27.0%)
- 新進機構
- 125
- 另有 428 家加碼
- 清倉機構
- 227
- 另有 434 家減碼
另有 19 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 BABA 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,230 | $227.5 億 |
| 2026 年第 1 季 | 1,351 | $311.9 億 |
| 2025 年第 4 季 | 1,439 | $403.4 億 |
| 2025 年第 3 季 | 1,420 | $506.6 億 |
| 2025 年第 2 季 | 1,276 | $310.4 億 |
| 2025 年第 1 季 | 1,405 | $476.0 億 |
| 2024 年第 4 季 | 1,210 | $278.1 億 |
| 2024 年第 3 季 | 1,238 | $403.9 億 |
| 2024 年第 2 季 | 1,110 | $258.1 億 |
| 2024 年第 1 季 | 1,126 | $285.7 億 |
| 2023 年第 4 季 | 1,160 | $280.2 億 |
| 2023 年第 3 季 | 1,159 | $310.2 億 |
| 2023 年第 2 季 | 1,157 | $443.5 億 |
| 2023 年第 1 季 | 1,253 | $376.7 億 |
| 2022 年第 4 季 | 1,173 | $340.3 億 |
| 2022 年第 3 季 | 1,141 | $300.2 億 |
| 2022 年第 2 季 | 1,307 | $466.5 億 |
| 2022 年第 1 季 | 1,323 | $463.6 億 |
| 2021 年第 4 季 | 1,413 | $577.1 億 |
| 2021 年第 3 季 | 1,539 | $866.1 億 |
| 2021 年第 2 季 | 1,900 | $1,505 億 |
| 2021 年第 1 季 | 1,881 | $2,025 億 |
2026 年第 2 季持有機構
每家機構持有 Alibaba Group Holding Ltd 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Primecap Management Co | 18,611,306 | $17.9 億 | 1.06% | −111,010−0.6% | 減碼 |
| UBS Group AG | 10,565,232 | $10.1 億 | 0.16% | −56,004−0.5% | 減碼 |
| Dodge & Cox | 9,957,970 | $9.56 億 | 0.50% | +40,200+0.4% | 加碼 |
| HSBC Holdings PLC | 9,607,845 | $9.26 億 | 0.45% | +484,892+5.3% | 加碼 |
| Morgan Stanley | 7,419,507 | $7.12 億 | 0.04% | +1,274,787+20.7% | 加碼 |
| Goldman Sachs Group Inc | 6,856,466 | $6.58 億 | 0.07% | +1,150,524+20.2% | 加碼 |
| UBS Asset Management Americas Inc | 6,068,788 | $5.82 億 | 0.11% | +533,973+9.6% | 加碼 |
| Fisher Asset Management, LLC | 5,096,418 | $4.89 億 | 0.15% | −25,717−0.5% | 減碼 |
| Bank of America Corp | 4,819,436 | $4.63 億 | 0.03% | −403,317−7.7% | 減碼 |
| Banque Cantonale Vaudoise | 4,715 | $4.53 億 | 0.06% | −4,751−50.2% | 減碼 |
| Barclays PLC | 4,676,300 | $4.49 億 | 0.14% | +1,935,327+70.6% | 加碼 |
| JPMorgan Chase & Co | 4,418,393 | $4.22 億 | 0.02% | −16,072,747−78.4% | 減碼 |
| Norges Bank | 4,318,477 | $4.14 億 | 0.04% | +4,318,477 | 新進 |
| Citigroup Inc | 3,890,562 | $3.73 億 | 0.17% | +424,200+12.2% | 加碼 |
| FMR LLC | 3,689,900 | $3.54 億 | 0.02% | −4,157,955−53.0% | 減碼 |
| BlackRock, Inc. | 3,467,286 | $3.33 億 | 0.00% | +306,546+9.7% | 加碼 |
| Capula Management Ltd | 3,343,509 | $3.21 億 | 1.41% | +3,228,963+2,818.9% | 加碼 |
| Discerene Group LP | 2,737,678 | $2.63 億 | 29.55% | +95,000+3.6% | 加碼 |
| Royal Bank of Canada | 2,727,651 | $2.62 億 | 0.04% | +447,268+19.6% | 加碼 |
| Price T Rowe Associates Inc | 2,667,285 | $2.56 億 | 0.03% | −473,047−15.1% | 減碼 |
| Capital World Investors | 2,625,136 | $2.52 億 | 0.03% | −1,532,961−36.9% | 減碼 |
| American Century Companies Inc | 2,392,112 | $2.30 億 | 0.10% | −341,121−12.5% | 減碼 |
| Nomura Asset Management International Inc. | 2,302,450 | $2.21 億 | 0.33% | −58,139−2.5% | 減碼 |
| Deutsche Bank AG | 2,218,512 | $2.13 億 | 0.06% | +54,625+2.5% | 加碼 |
| RWWM, Inc. | 2,217,364 | $2.13 億 | 15.73% | +55,587+2.6% | 加碼 |
| AMF Pensionsforsakring AB | 2,160,591 | $2.07 億 | 1.23% | −46,043−2.1% | 減碼 |
| National Bank of Canada | 2,057,785 | $1.98 億 | 0.17% | +1,779,074+638.3% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 2,000,000 | $1.92 億 | 2.57% | −1,465,000−42.3% | 減碼 |
| Citadel Advisors LLC | 1,991,869 | $1.91 億 | 0.11% | +555,928+38.7% | 加碼 |
| Wellington Management Group LLP | 1,896,633 | $1.82 億 | 0.03% | +940,832+98.4% | 加碼 |
| Northern Trust Corp | 1,736,546 | $1.67 億 | 0.02% | −63,282−3.5% | 減碼 |
| Susquehanna Advisors Group, Inc. | 1,619,000 | $1.55 億 | 4.27% | +1,619,000 | 新進 |
| SIH Partners, LLLP | 1,531,216 | $1.47 億 | 6.12% | −3,389,917−68.9% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 1,485,852 | $1.43 億 | 0.17% | +30,925+2.1% | 加碼 |
| Wells Fargo & Company | 1,471,611 | $1.41 億 | 0.02% | +43,187+3.0% | 加碼 |
| Millennium Management LLC | 1,440,776 | $1.38 億 | 0.09% | +529,051+58.0% | 加碼 |
| Temasek Holdings (Private) Ltd | 1,313,262 | $1.26 億 | 0.35% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 1,269,094 | $1.22 億 | 0.06% | +279,930+28.3% | 加碼 |
| Ruffer LLP | 1,265,069 | $1.21 億 | 4.29% | +93,840+8.0% | 加碼 |
| Neuberger Berman Group LLC | 1,246,365 | $1.20 億 | 0.08% | −94,342−7.0% | 減碼 |
| Alkeon Capital Management LLC | 1,200,000 | $1.15 億 | 0.44% | +700,000+140.0% | 加碼 |
| Qube Research & Technologies Ltd | 1,150,945 | $1.10 億 | 0.12% | +878,884+323.0% | 加碼 |
| Nordea Investment Management AB | 1,123,007 | $1.07 億 | 0.09% | −48,589−4.1% | 減碼 |
| Man Group plc | 1,111,265 | $1.07 億 | 0.20% | +103,604+10.3% | 加碼 |
| Handelsbanken Fonder AB | 1,091,253 | $1.05 億 | 0.30% | 00.0% | 不變 |
| Clearbridge Investments, LLC | 1,038,215 | $9,965 萬 | 0.08% | −53,643−4.9% | 減碼 |
| Dimensional Fund Advisors LP | 1,032,736 | $9,912 萬 | 0.02% | −791,046−43.4% | 減碼 |
| Causeway Capital Management LLC | 995,040 | $9,550 萬 | 1.03% | −73,850−6.9% | 減碼 |
| Brandes Investment Partners, LP | 962,215 | $9,236 萬 | 0.65% | +296,102+44.5% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 961,834 | $9,232 萬 | 0.04% | +958,101+25,665.7% | 加碼 |
| IMC-Chicago, LLC | 940,367 | $9,026 萬 | 0.83% | +600,292+176.5% | 加碼 |
| Altshuler Shaham Ltd | 939,250 | $9,015 萬 | 1.12% | −155,369−14.2% | 減碼 |
| CapitalatWork S.A. | 938,530 | $9,008 萬 | 2.26% | +71,477+8.2% | 加碼 |
| Lazard Asset Management LLC | 901,271 | $8,650 萬 | 0.13% | −14,018−1.5% | 減碼 |
| Susquehanna International Group, LLP | 886,136 | $8,505 萬 | 0.08% | +182,409+25.9% | 加碼 |
| ARGA Investment Management, LP | 879,563 | $8,442 萬 | 2.15% | +706,903+409.4% | 加碼 |
| Jain Global LLC | 845,245 | $8,113 萬 | 0.96% | +305,405+56.6% | 加碼 |
| Ci Investments Inc. | 801,283 | $7,691 萬 | 0.25% | −156,962−16.4% | 減碼 |
| Jane Street Group, LLC | 800,746 | $7,686 萬 | 0.05% | −53,290−6.2% | 減碼 |
| Baillie Gifford & Co | 796,021 | $7,640 萬 | 0.07% | +24,019+3.1% | 加碼 |
| Capstone Investment Advisors, LLC | 773,268 | $7,422 萬 | 0.52% | +765,306+9,612.0% | 加碼 |
| Baird Financial Group, Inc. | 754,749 | $7,244 萬 | 0.10% | +47,358+6.7% | 加碼 |
| Bamco Inc | 740,460 | $7,107 萬 | 0.11% | +104,920+16.5% | 加碼 |
| Bbfit Investments Pte Ltd | 728,800 | $6,995 萬 | 6.36% | 00.0% | 不變 |
| Portman Square Capital LLP | 695,718 | $6,678 萬 | 11.38% | +695,718 | 新進 |
| LPL Financial LLC | 687,152 | $6,595 萬 | 0.01% | −50,081−6.8% | 減碼 |
| LMR Partners LLP | 678,227 | $6,510 萬 | 0.48% | +169,945+33.4% | 加碼 |
| Legal & General Group Plc | 673,425 | $6,464 萬 | 0.01% | +89,178+15.3% | 加碼 |
| Clear Street Group Inc. | 669,953 | $6,430 萬 | 0.20% | 00.0% | 不變 |
| Amundi | 649,940 | $6,238 萬 | 0.02% | −200,199−23.5% | 減碼 |
| Artisan Partners Limited Partnership | 649,846 | $6,237 萬 | 0.10% | −179,148−21.6% | 減碼 |
| Rockefeller Capital Management L.P. | 640,798 | $6,206 萬 | 0.10% | −23,860−3.6% | 減碼 |
| Walleye Trading LLC | 635,435 | $6,099 萬 | 0.85% | +47,576+8.1% | 加碼 |
| Thornburg Investment Management Inc | 617,721 | $5,929 萬 | 0.57% | +7,537+1.2% | 加碼 |
| CTC LLC | 617,248 | $5,924 萬 | 3.48% | +530,726+613.4% | 加碼 |
| Davis Asset Management, L.P. | 607,561 | $5,831 萬 | 1.48% | 00.0% | 不變 |
| Toronto Dominion Bank | 597,603 | $5,736 萬 | 0.10% | +35,643+6.3% | 加碼 |
| Defiance ETFs, LLC | 576,467 | $5,649 萬 | 0.79% | +311,566+117.6% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 585,700 | $5,604 萬 | 0.35% | +167,397+40.0% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 579,000 | $5,557 萬 | 0.08% | +195,000+50.8% | 加碼 |
| Penserra Capital Management LLC | 576,467 | $5,533 萬 | 0.43% | +311,566+117.6% | 加碼 |
| Bank of Montreal | 542,925 | $5,211 萬 | 0.02% | −409,085−43.0% | 減碼 |
| HighTower Advisors, LLC | 533,100 | $5,117 萬 | 0.05% | −15,909−2.9% | 減碼 |
| Pale Fire Capital SE | 518,964 | $4,981 萬 | 3.54% | +518,964 | 新進 |
| State Street Corp | 501,208 | $4,863 萬 | 0.00% | +18,744+3.9% | 加碼 |
| Toroso Investments, LLC | 501,957 | $4,818 萬 | 0.12% | +112,271+28.8% | 加碼 |
| Carrhae Capital LLP | 500,160 | $4,801 萬 | 3.16% | −833,910−62.5% | 減碼 |
| Invesco Ltd. | 497,154 | $4,772 萬 | 0.00% | −654,847−56.8% | 減碼 |
| Balyasny Asset Management LLC | 494,857 | $4,750 萬 | 0.09% | +347,915+236.8% | 加碼 |
| Nuveen, LLC | 462,105 | $4,435 萬 | 0.01% | +99,593+27.5% | 加碼 |
| M&G Plc | 459,843 | $4,414 萬 | 0.22% | +126,787+38.1% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 450,000 | $4,366 萬 | 0.20% | 00.0% | 不變 |
| Teewinot Capital Advisers, L.L.C. | 447,503 | $4,295 萬 | 3.11% | −16,480−3.6% | 減碼 |
| SG Americas Securities, LLC | 434,834 | $4,174 萬 | 0.02% | −1,051,342−70.7% | 減碼 |
| SEI Investments Co | 426,591 | $4,094 萬 | 0.04% | −146,818−25.6% | 減碼 |
| Raymond James Financial Inc | 422,397 | $4,054 萬 | 0.01% | −55,064−11.5% | 減碼 |
| Nykredit A/S | 421,933 | $4,050 萬 | 0.15% | +421,933 | 新進 |
| ShawSpring Partners LLC | 409,153 | $3,927 萬 | 16.92% | +118,892+41.0% | 加碼 |
| HRT Financial LP | 408,883 | $3,924 萬 | 0.07% | +310,850+317.1% | 加碼 |
| CIBC Bancorp USA Inc. | 404,409 | $3,882 萬 | 0.05% | −11,770−2.8% | 減碼 |