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、3 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 $222.9 億；阿帕盧薩、H&H 國際投資等 7 位大師持有。
2021 年第 4 季 13F 持有人
Alibaba Group Holding Ltd 在 2021/12/31 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
- 1,413
- 較 2021 年第 3 季 −100 家
- 持有股數
- 4.73 億
- 較 2021 年第 3 季 −1.06 億 (−18.3%)
- 總市值
- $567.4 億
- 較 2021 年第 3 季 −$290.8 億 (−33.9%)
- 新進機構
- 221
- 另有 322 家加碼
- 清倉機構
- 321
- 另有 723 家減碼
另有 26 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 | $222.9 億 |
| 2026 年第 1 季 | 1,351 | $311.7 億 |
| 2025 年第 4 季 | 1,439 | $390.1 億 |
| 2025 年第 3 季 | 1,420 | $473.8 億 |
| 2025 年第 2 季 | 1,276 | $307.5 億 |
| 2025 年第 1 季 | 1,405 | $466.7 億 |
| 2024 年第 4 季 | 1,210 | $276.9 億 |
| 2024 年第 3 季 | 1,238 | $389.0 億 |
| 2024 年第 2 季 | 1,110 | $249.3 億 |
| 2024 年第 1 季 | 1,126 | $248.0 億 |
| 2023 年第 4 季 | 1,159 | $262.8 億 |
| 2023 年第 3 季 | 1,159 | $307.2 億 |
| 2023 年第 2 季 | 1,157 | $308.0 億 |
| 2023 年第 1 季 | 1,253 | $365.9 億 |
| 2022 年第 4 季 | 1,173 | $332.3 億 |
| 2022 年第 3 季 | 1,141 | $295.7 億 |
| 2022 年第 2 季 | 1,306 | $454.1 億 |
| 2022 年第 1 季 | 1,323 | $454.5 億 |
| 2021 年第 4 季 | 1,413 | $567.4 億 |
| 2021 年第 3 季 | 1,539 | $859.9 億 |
| 2021 年第 2 季 | 1,900 | $1,486 億 |
| 2021 年第 1 季 | 1,880 | $2,014 億 |
2021 年第 4 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 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Jeneq Management, LP | 219,300 | $2,605 萬 | 5.24% | −104,000−32.2% | 減碼 |
| Nine Masts Capital Ltd | 213,475 | $2,605 萬 | 11.67% | +145,403+213.6% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 219,000 | $2,602 萬 | 0.27% | +146,000+200.0% | 加碼 |
| Crestline Management, LP | 216,000 | $2,566 萬 | 1.93% | +216,000 | 新進 |
| Standard Life Aberdeen plc | 215,512 | $2,560 萬 | 0.06% | +1,385+0.6% | 加碼 |
| Westpac Banking Corp | 212,991 | $2,530 萬 | 0.26% | +7,086+3.4% | 加碼 |
| Capitolis Advisors LLC | 212,288 | $2,522 萬 | 0.15% | −200,000−48.5% | 減碼 |
| Thrivent Financial for Lutherans | 203,296 | $2,504 萬 | 0.05% | +18,944+10.3% | 加碼 |
| Toroso Investments, LLC | 205,436 | $2,440 萬 | 0.75% | +198,202+2,739.9% | 加碼 |
| Scotia Capital Inc. | 202,481 | $2,405 萬 | 0.16% | −95,680−32.1% | 減碼 |
| Capital International Investors | 201,821 | $2,403 萬 | 0.01% | −49,565−19.7% | 減碼 |
| Advisor Group Holdings, Inc. | 198,446 | $2,359 萬 | 0.04% | −36,576−15.6% | 減碼 |
| Atmos Capital Gestao de Recursos Ltda. | 197,166 | $2,342 萬 | 2.73% | −31,334−13.7% | 減碼 |
| BFAM Partners (Cayman) Ltd | 194,259 | $2,308 萬 | 19.71% | +34,486+21.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 193,968 | $2,304 萬 | 0.04% | −13,116−6.3% | 減碼 |
| GMT Capital Corp | 192,400 | $2,286 萬 | 1.76% | −6,200−3.1% | 減碼 |
| State of Wisconsin Investment Board | 191,980 | $2,281 萬 | 0.04% | −224,382−53.9% | 減碼 |
| Quantitative Investment Management, LLC | 190,579 | $2,264 萬 | 3.18% | +75,640+65.8% | 加碼 |
| Apeiron Capital Ltd | 190,000 | $2,257 萬 | 6.65% | −79,400−29.5% | 減碼 |
| Commonwealth Equity Services, LLC | 188,641 | $2,241 萬 | 0.05% | −49,542−20.8% | 減碼 |
| Schwerin Boyle Capital Management Inc | 188,300 | $2,237 萬 | 1.82% | −2,125−1.1% | 減碼 |
| Brandes Investment Partners, LP | 187,624 | $2,229 萬 | 0.49% | −3,744−2.0% | 減碼 |
| Truist Financial Corp | 187,092 | $2,223 萬 | 0.03% | −107,498−36.5% | 減碼 |
| Stifel Financial Corp | 186,188 | $2,212 萬 | 0.03% | −45,652−19.7% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 182,666 | $2,170 萬 | 0.05% | −228,439−55.6% | 減碼 |
| Coatue Management LLC大師Coatue | 179,657 | $2,134 萬 | 0.09% | +179,657 | 新進 |
| Selective Wealth Management, Inc. | 173,643 | $2,063 萬 | 8.42% | +7,346+4.4% | 加碼 |
| Caledonia Investments PLC | 173,000 | $2,056 萬 | 3.14% | +173,000 | 新進 |
| JNE Partners LLP | 172,900 | $2,054 萬 | 13.46% | +60,200+53.4% | 加碼 |
| Bulltick Wealth Management, LLC | 172,058 | $2,044 萬 | 4.17% | +69,467+67.7% | 加碼 |
| Tiger Pacific Capital LP | 165,128 | $1,962 萬 | 2.76% | +165,128 | 新進 |
| BlueDrive Global Investors LLP | 165,000 | $1,960 萬 | 7.74% | −19,900−10.8% | 減碼 |
| Crossmark Global Holdings, Inc. | 161,639 | $1,920 萬 | 0.42% | +28,365+21.3% | 加碼 |
| Private Management Group Inc | 161,547 | $1,919 萬 | 0.77% | +32,392+25.1% | 加碼 |
| Matthews International Capital Management LLC | 160,220 | $1,903 萬 | 1.99% | −25,000−13.5% | 減碼 |
| Qtron Investments LLC | 159,024 | $1,889 萬 | 4.27% | +8,906+5.9% | 加碼 |
| Franklin Resources Inc | 156,333 | $1,857 萬 | 0.01% | −1,299,264−89.3% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 156,099 | $1,854 萬 | 0.09% | −498,849−76.2% | 減碼 |
| NN Investment Partners Holdings N.V. | 154,170 | $1,831 萬 | 0.09% | −237,243−60.6% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 152,384 | $1,810 萬 | 0.67% | −80,528−34.6% | 減碼 |
| AMS Capital Ltda | 151,285 | $1,797 萬 | 4.02% | +3,000+2.0% | 加碼 |
| Pictet North America Advisors SA | 147,893 | $1,757 萬 | 1.73% | −4,168−2.7% | 減碼 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 143,800 | $1,709 萬 | 0.55% | +108,000+301.7% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 142,691 | $1,695 萬 | 0.15% | +33,500+30.7% | 加碼 |
| State of Michigan Retirement System | 138,650 | $1,647 萬 | 0.09% | +28,400+25.8% | 加碼 |
| Westwood Holdings Group Inc. | 137,324 | $1,631 萬 | 0.15% | +117,090+578.7% | 加碼 |
| Academy Capital Management Inc | 136,530 | $1,622 萬 | 2.52% | −977−0.7% | 減碼 |
| Brown Brothers Harriman & Co | 134,430 | $1,597 萬 | 0.09% | −1,305−1.0% | 減碼 |
| Itau Unibanco Holding S.A. | 126,562 | $1,557 萬 | 0.53% | +28,924+29.6% | 加碼 |
| Ninety One North America, Inc. | 130,902 | $1,555 萬 | 0.54% | +15,450+13.4% | 加碼 |
| Oasis Management Co Ltd. | 130,000 | $1,544 萬 | 2.74% | +50,000+62.5% | 加碼 |
| Maxi Investments CY Ltd | 129,427 | $1,538 萬 | 8.24% | +129,427 | 新進 |
| First Republic Investment Management, Inc. | 129,379 | $1,537 萬 | 0.03% | −155,970−54.7% | 減碼 |
| Pentwater Capital Management LP | 129,000 | $1,532 萬 | 0.24% | −628,500−83.0% | 減碼 |
| Portland Hill Asset Management Ltd | 126,155 | $1,499 萬 | 11.38% | −11,573−8.4% | 減碼 |
| Pacifica Capital Investments, LLC | 124,138 | $1,475 萬 | 4.54% | −2,494−2.0% | 減碼 |
| Neumann Advisory Hong Kong Ltd | 123,133 | $1,463 萬 | 2.53% | 00.0% | 不變 |
| ATOMVEST Ltd | 122,500 | $1,455 萬 | 15.75% | +122,500 | 新進 |
| The PNC Financial Services Group, Inc. | 118,128 | $1,403 萬 | 0.01% | +18,557+18.6% | 加碼 |
| Quinn Opportunity Partners LLC | 116,171 | $1,380 萬 | 0.84% | +80,971+230.0% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 115,000 | $1,366 萬 | 2.72% | −65,000−36.1% | 減碼 |
| Oppenheimer & Co Inc | 112,429 | $1,336 萬 | 0.23% | −44,067−28.2% | 減碼 |
| Blair William & Co | 111,786 | $1,328 萬 | 0.04% | −92,937−45.4% | 減碼 |
| Meitav Dash Investments Ltd | 110,986 | $1,324 萬 | 0.22% | +6,825+6.6% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 105,375 | $1,296 萬 | 0.17% | +105,375 | 新進 |
| Thomas White International Ltd | 108,078 | $1,284 萬 | 2.03% | −16,861−13.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 105,608 | $1,255 萬 | 0.02% | −2,981,266−96.6% | 減碼 |
| Bollard Group LLC | 105,300 | $1,251 萬 | 0.40% | −121,026−53.5% | 減碼 |
| Todd Asset Management LLC | 102,359 | $1,216 萬 | 0.26% | −1,555−1.5% | 減碼 |
| Think Investments LP | 101,800 | $1,209 萬 | 2.81% | 00.0% | 不變 |
| Erste Asset Management GmbH | 105,516 | $1,195 萬 | 0.22% | −27,500−20.7% | 減碼 |
| Creative Planning | 98,214 | $1,167 萬 | 0.02% | −11,746−10.7% | 減碼 |
| GFS Advisors, LLC | 97,898 | $1,163 萬 | 1.92% | +29,252+42.6% | 加碼 |
| Rathbone Brothers plc | 97,845 | $1,162 萬 | 0.11% | −36,880−27.4% | 減碼 |
| 7G Capital Management, LLC | 97,500 | $1,158 萬 | 6.83% | +97,500 | 新進 |
| AIA Group Ltd | 96,536 | $1,147 萬 | 0.54% | −7,543−7.2% | 減碼 |
| Cortland Associates Inc | 95,808 | $1,138 萬 | 1.18% | −1,049−1.1% | 減碼 |
| LMR Partners LLP | 93,596 | $1,137 萬 | 0.15% | −141,854−60.2% | 減碼 |
| Panagora Asset Management Inc | 94,049 | $1,117 萬 | 0.06% | −1,043−1.1% | 減碼 |
| Quilter Plc | 89,183 | $1,074 萬 | 0.28% | −78,288−46.7% | 減碼 |
| EULAV Asset Management | 89,000 | $1,057 萬 | 0.27% | −47−0.1% | 減碼 |
| Monaco Asset Management SAM | 89,000 | $1,057 萬 | 6.62% | +89,000 | 新進 |
| LGT Group Foundation | 88,954 | $1,057 萬 | 0.27% | +88,954 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 88,549 | $1,052 萬 | 0.05% | −6,514−6.9% | 減碼 |
| Redwood Grove Capital, LLC | 87,340 | $1,038 萬 | 4.87% | +14,640+20.1% | 加碼 |
| Cerity Partners LLC | 87,028 | $1,034 萬 | 0.16% | −15,917−15.5% | 減碼 |
| MIC Capital Management UK LLP | 85,800 | $1,019 萬 | 1.98% | +85,800 | 新進 |
| SG3 Management, LLC | 83,800 | $995.5 萬 | 1.01% | +83,800 | 新進 |
| Glenview Capital Management, LLC | 82,789 | $983.5 萬 | 0.21% | +82,789 | 新進 |
| Allen Investment Management LLC | 82,368 | $978.4 萬 | 0.12% | −814,721−90.8% | 減碼 |
| ADAMCAPITAL Gestao de Recursos Ltda. | 81,332 | $966.1 萬 | 2.13% | −169,674−67.6% | 減碼 |
| MMBG Investment Advisors Co. | 81,297 | $965.7 萬 | 0.93% | +81,297 | 新進 |
| Waverton Investment Management Ltd | 81,246 | $965.1 萬 | 0.31% | −29,888−26.9% | 減碼 |
| FNY Investment Advisers, LLC | 81,150 | $963.9 萬 | 5.22% | +81,150 | 新進 |
| Biglari Capital Corp. | 80,000 | $950.3 萬 | 1.44% | +46,000+135.3% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 78,040 | $945.1 萬 | 0.01% | −166−0.2% | 減碼 |
| Toronto Dominion Bank | 79,459 | $943.8 萬 | 0.01% | −8,751−9.9% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 78,271 | $929.8 萬 | 0.44% | −10,094−11.4% | 減碼 |
| MD Financial Management Inc. | 77,200 | $917.1 萬 | 0.22% | 00.0% | 不變 |
| Capital Fund Management S.A. | 76,942 | $914.0 萬 | 0.24% | −201,073−72.3% | 減碼 |