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、1 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。
2022 年第 1 季 13F 持有人
Alibaba Group Holding Ltd 在 2022/3/31 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
- 1,323
- 較 2021 年第 4 季 −73 家
- 持有股數
- 4.12 億
- 較 2021 年第 4 季 −5,921 萬 (−12.6%)
- 總市值
- $454.5 億
- 較 2021 年第 4 季 −$111.3 億 (−19.7%)
- 新進機構
- 158
- 另有 467 家加碼
- 清倉機構
- 231
- 另有 523 家減碼
另有 17 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 22,711,922 | $24.7 億 | 0.62% | −16,978,428−42.8% | 減碼 |
| Primecap Management Co | 17,358,547 | $18.9 億 | 1.42% | −25,770−0.1% | 減碼 |
| Fisher Asset Management, LLC | 14,445,021 | $15.7 億 | 0.93% | +256,598+1.8% | 加碼 |
| HSBC Holdings PLC | 13,603,799 | $14.8 億 | 2.03% | −1,949,678−12.5% | 減碼 |
| Price T Rowe Associates Inc | 13,287,616 | $14.5 億 | 0.15% | −1,165,987−8.1% | 減碼 |
| E Fund Management Co., Ltd. | 12,150,324 | $13.2 億 | 43.26% | +2,899,453+31.3% | 加碼 |
| Dodge & Cox | 11,920,270 | $13.0 億 | 0.79% | +3,020,800+33.9% | 加碼 |
| Bank of Montreal | 4,183,147 | $12.4 億 | 0.70% | −523,048−11.1% | 減碼 |
| FIL Ltd | 10,438,390 | $11.4 億 | 1.16% | +1,293,788+14.1% | 加碼 |
| Morgan Stanley | 10,123,809 | $11.0 億 | 0.15% | +116,743+1.2% | 加碼 |
| FMR LLC | 9,945,857 | $10.8 億 | 0.09% | +2,110,624+26.9% | 加碼 |
| Temasek Holdings (Private) Ltd | 9,083,997 | $9.88 億 | 4.16% | 00.0% | 不變 |
| Bank of America Corp | 8,334,000 | $9.07 億 | 0.10% | −432,914−4.9% | 減碼 |
| Bridgewater Associates, LP | 7,480,545 | $8.14 億 | 3.28% | +3,212,150+75.3% | 加碼 |
| Loomis Sayles & Co L P | 6,970,956 | $7.58 億 | 1.01% | −294,216−4.0% | 減碼 |
| First Eagle Investment Management, LLC | 5,714,725 | $6.22 億 | 1.52% | +1,585,422+38.4% | 加碼 |
| UBS Asset Management Americas Inc | 5,560,165 | $6.05 億 | 0.26% | −65,143−1.2% | 減碼 |
| JPMorgan Chase & Co | 4,828,551 | $5.25 億 | 0.07% | −4,340,672−47.3% | 減碼 |
| Barclays PLC | 4,783,485 | $5.20 億 | 0.42% | +3,724,870+351.9% | 加碼 |
| BlackRock Inc. | 4,557,197 | $4.96 億 | 0.01% | −1,837,071−28.7% | 減碼 |
| Dimensional Fund Advisors LP | 4,520,682 | $4.93 億 | 0.15% | −1,2270.0% | 減碼 |
| Nomura Holdings Inc | 4,165,189 | $4.86 億 | 3.71% | −394,386−8.6% | 減碼 |
| Schroder Investment Management Group | 4,155,913 | $4.84 億 | 0.64% | −2,132,377−33.9% | 減碼 |
| Generation Investment Management LLP | 4,432,222 | $4.82 億 | 2.21% | +629,639+16.6% | 加碼 |
| State Street Corp | 4,282,046 | $4.66 億 | 0.02% | −162,251−3.7% | 減碼 |
| Natixis | 3,963,374 | $4.31 億 | 1.50% | +1,287,847+48.1% | 加碼 |
| Credit Suisse AG | 3,728,005 | $4.06 億 | 0.35% | +1,028,998+38.1% | 加碼 |
| Royal Bank of Canada | 3,354,101 | $3.65 億 | 0.10% | −1,762,646−34.4% | 減碼 |
| Jane Street Group, LLC | 3,298,579 | $3.59 億 | 0.66% | −145,530−4.2% | 減碼 |
| Invesco Ltd. | 3,265,795 | $3.55 億 | 0.09% | −394,765−10.8% | 減碼 |
| Clearbridge Investments, LLC | 3,117,112 | $3.39 億 | 0.25% | +202,226+6.9% | 加碼 |
| Davis Selected Advisers | 3,100,179 | $3.37 億 | 1.70% | −102,578−3.2% | 減碼 |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 3,074,483 | $3.35 億 | 3.50% | 00.0% | 不變 |
| Massachusetts Financial Services Co | 2,835,200 | $3.08 億 | 0.09% | +53,289+1.9% | 加碼 |
| RWWM, Inc. | 2,733,556 | $2.97 億 | 33.29% | +1,722,049+170.2% | 加碼 |
| Nordea Investment Management AB | 2,648,527 | $2.95 億 | 0.37% | +266,005+11.2% | 加碼 |
| Macquarie Group Ltd | 2,668,598 | $2.90 億 | 0.26% | +511,071+23.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 2,665,773 | $2.90 億 | 0.37% | +35,135+1.3% | 加碼 |
| H&H International Investment, LLC大師H&H 國際投資 | 2,617,600 | $2.85 億 | 3.02% | +87,400+3.5% | 加碼 |
| Mizuho Securities Co. Ltd. | 2,602,847 | $2.83 億 | 61.57% | +672,255+34.8% | 加碼 |
| Genesis Investment Management, LLP | 2,540,205 | $2.76 億 | 16.24% | +94,709+3.9% | 加碼 |
| Laurion Capital Management LP | 2,433,353 | $2.65 億 | 6.32% | −340,242−12.3% | 減碼 |
| UBS Group AG | 2,418,306 | $2.63 億 | 0.11% | −1,780,375−42.4% | 減碼 |
| Alecta Pensionsforsakring, Omsesidigt | 2,405,000 | $2.62 億 | 1.28% | 00.0% | 不變 |
| Bamco Inc | 2,268,156 | $2.47 億 | 0.61% | +137,202+6.4% | 加碼 |
| Alkeon Capital Management LLC | 2,249,242 | $2.45 億 | 1.10% | −2,300,712−50.6% | 減碼 |
| Brookfield Asset Management Inc. | 2,237,490 | $2.43 億 | 0.91% | −27,222−1.2% | 減碼 |
| Artisan Partners Limited Partnership | 2,157,522 | $2.35 億 | 0.31% | −967,918−31.0% | 減碼 |
| Lazard Asset Management LLC | 2,009,316 | $2.19 億 | 0.25% | −2,241,088−52.7% | 減碼 |
| Fred Alger Management, LLC | 1,989,523 | $2.16 億 | 0.69% | +1,989,523 | 新進 |
| First Trust Advisors LP | 1,950,598 | $2.12 億 | 0.22% | −63,799−3.2% | 減碼 |
| Citigroup Inc | 1,945,657 | $2.12 億 | 0.22% | −844,189−30.3% | 減碼 |
| 1832 Asset Management L.P. | 1,925,060 | $2.07 億 | 0.34% | +1,175,289+156.8% | 加碼 |
| Discerene Group LP | 1,891,404 | $2.06 億 | 26.26% | +1,077,504+132.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,864,821 | $2.03 億 | 0.40% | +862,366+86.0% | 加碼 |
| Legal & General Group Plc | 1,807,896 | $1.97 億 | 0.06% | +129,834+7.7% | 加碼 |
| Baillie Gifford & Co | 1,748,170 | $1.90 億 | 0.13% | −4,132,368−70.3% | 減碼 |
| Handelsbanken Fonder AB | 1,661,727 | $1.81 億 | 1.01% | +6,332+0.4% | 加碼 |
| Man Group plc | 1,636,740 | $1.78 億 | 0.62% | −82,600−4.8% | 減碼 |
| Wellington Management Group LLP | 1,579,276 | $1.72 億 | 0.03% | −245,093−13.4% | 減碼 |
| Martin Currie Ltd | 1,574,294 | $1.71 億 | 5.49% | +174,872+12.5% | 加碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 1,573,018 | $1.71 億 | 1.65% | +10,516+0.7% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,564,500 | $1.70 億 | 0.61% | +3,598+0.2% | 加碼 |
| Citadel Advisors LLC | 1,533,389 | $1.67 億 | 0.19% | −1,338,262−46.6% | 減碼 |
| Mizuho Markets Cayman LP | 1,518,664 | $1.65 億 | 17.63% | −133,648−8.1% | 減碼 |
| TT International Asset Management LTD | 1,509,967 | $1.64 億 | 11.53% | +1,038,107+220.0% | 加碼 |
| EdgePoint Investment Group Inc. | 1,464,897 | $1.59 億 | 1.28% | +16,000+1.1% | 加碼 |
| American Century Companies Inc | 1,455,384 | $1.58 億 | 0.11% | +37,312+2.6% | 加碼 |
| Deutsche Bank AG | 1,327,512 | $1.44 億 | 0.07% | −222,908−14.4% | 減碼 |
| Maj Invest Holding A/S | 1,321,139 | $1.44 億 | 2.67% | +366,838+38.4% | 加碼 |
| Polunin Capital Partners Ltd | 1,308,111 | $1.42 億 | 39.85% | −7,745−0.6% | 減碼 |
| AXA S.A. | 1,275,192 | $1.39 億 | 0.39% | −166,095−11.5% | 減碼 |
| Alliancebernstein L.P. | 1,272,681 | $1.38 億 | 0.05% | −392,164−23.6% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 1,192,052 | $1.30 億 | 0.30% | 00.0% | 不變 |
| Wells Fargo & Company | 1,185,587 | $1.29 億 | 0.03% | +89,147+8.1% | 加碼 |
| Ameriprise Financial Inc | 1,146,454 | $1.25 億 | 0.04% | −169,897−12.9% | 減碼 |
| Cryder Capital Partners LLP | 1,109,822 | $1.21 億 | 5.93% | +34,876+3.2% | 加碼 |
| Geode Capital Management, LLC | 1,100,796 | $1.20 億 | 0.01% | +179,419+19.5% | 加碼 |
| Platinum Investment Management Ltd | 1,044,483 | $1.14 億 | 3.49% | −29,244−2.7% | 減碼 |
| Public Investment Fund | 1,035,676 | $1.13 億 | 0.26% | +338,609+48.6% | 加碼 |
| Joho Capital LLC | 1,033,961 | $1.12 億 | 16.06% | +76,170+8.0% | 加碼 |
| Coronation Fund Managers Ltd. | 920,252 | $1.00 億 | 3.91% | −90,114−8.9% | 減碼 |
| ARGA Investment Management, LP | 917,088 | $9,978 萬 | 5.46% | +589,893+180.3% | 加碼 |
| Northern Trust Corp | 899,169 | $9,783 萬 | 0.02% | −342,674−27.6% | 減碼 |
| Old Mission Capital LLC | 894,110 | $9,728 萬 | 2.89% | +894,110 | 新進 |
| Susquehanna International Group, LLP | 879,248 | $9,566 萬 | 0.14% | −355,612−28.8% | 減碼 |
| Causeway Capital Management LLC | 865,392 | $9,416 萬 | 2.25% | −188,168−17.9% | 減碼 |
| Amundi | 875,846 | $9,132 萬 | 0.06% | −32,495−3.6% | 減碼 |
| Miller Value Partners, LLC | 829,067 | $9,020 萬 | 3.42% | +156,279+23.2% | 加碼 |
| Rockefeller Capital Management L.P. | 818,227 | $8,902 萬 | 0.43% | −8,012−1.0% | 減碼 |
| BFAM Partners (Cayman) Ltd | 771,359 | $8,392 萬 | 51.54% | +577,100+297.1% | 加碼 |
| Harding Loevner LP | 984,186 | $8,350 萬 | 0.46% | −190,186−16.2% | 減碼 |
| Parametric Portfolio Associates LLC | 755,791 | $8,223 萬 | 0.04% | +174,210+30.0% | 加碼 |
| HighTower Advisors, LLC | 749,300 | $8,156 萬 | 0.18% | −201,323−21.2% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 712,794 | $7,833 萬 | 1.06% | +135,899+23.6% | 加碼 |
| Compagnie Lombard Odier SCmA | 701,770 | $7,636 萬 | 1.61% | +155,249+28.4% | 加碼 |
| Canada Pension Plan Investment Board | 700,000 | $7,616 萬 | 0.10% | −2,430,580−77.6% | 減碼 |
| Polar Capital Holdings Plc | 688,864 | $7,495 萬 | 0.44% | +678,771+6,725.2% | 加碼 |
| CTC LLC | 685,527 | $7,459 萬 | 1.39% | +635,790+1,278.3% | 加碼 |
| Penserra Capital Management LLC | 684,815 | $7,451 萬 | 1.77% | −66,559−8.9% | 減碼 |