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。
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 |
|---|---|---|---|---|---|
| Private Management Group Inc | 197,790 | $2,152 萬 | 0.87% | +36,243+22.4% | 加碼 |
| First Republic Investment Management, Inc. | 197,529 | $2,149 萬 | 0.05% | +68,150+52.7% | 加碼 |
| Commonwealth Equity Services, LLC | 196,460 | $2,137 萬 | 0.05% | +7,819+4.1% | 加碼 |
| Schwerin Boyle Capital Management Inc | 190,625 | $2,074 萬 | 1.73% | +2,325+1.2% | 加碼 |
| Stifel Financial Corp | 189,902 | $2,066 萬 | 0.03% | +3,714+2.0% | 加碼 |
| Thrivent Financial for Lutherans | 189,211 | $2,061 萬 | 0.04% | −14,085−6.9% | 減碼 |
| State of Michigan Retirement System | 189,250 | $2,059 萬 | 0.12% | +50,600+36.5% | 加碼 |
| Banco Santander, S.A. | 188,705 | $2,053 萬 | 0.22% | −133,920−41.5% | 減碼 |
| TenCore Partners, LP | 187,252 | $2,037 萬 | 3.92% | −58,008−23.7% | 減碼 |
| Castle Hook Partners LP | 183,761 | $1,999 萬 | 1.94% | +183,761 | 新進 |
| Crossmark Global Holdings, Inc. | 182,362 | $1,984 萬 | 0.44% | +20,723+12.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 181,674 | $1,977 萬 | 0.03% | −12,294−6.3% | 減碼 |
| LMR Partners LLP | 173,706 | $1,964 萬 | 0.29% | +80,110+85.6% | 加碼 |
| Armistice Capital, LLC | 180,000 | $1,958 萬 | 0.56% | +180,000 | 新進 |
| Truist Financial Corp | 178,401 | $1,941 萬 | 0.03% | −8,691−4.6% | 減碼 |
| Selective Wealth Management, Inc. | 172,308 | $1,875 萬 | 6.79% | −1,335−0.8% | 減碼 |
| BlueDrive Global Investors LLP | 165,000 | $1,795 萬 | 7.94% | 00.0% | 不變 |
| Scotia Capital Inc. | 163,713 | $1,781 萬 | 0.11% | −38,768−19.1% | 減碼 |
| Qtron Investments LLC | 160,526 | $1,747 萬 | 3.90% | +1,502+0.9% | 加碼 |
| Matthews International Capital Management LLC | 160,220 | $1,743 萬 | 2.41% | 00.0% | 不變 |
| Franklin Resources Inc | 159,667 | $1,737 萬 | 0.01% | +3,334+2.1% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 154,257 | $1,678 萬 | 0.64% | +1,873+1.2% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 73,759 | $1,671 萬 | 1.70% | +33,538+83.4% | 加碼 |
| 7G Capital Management, LLC | 152,500 | $1,659 萬 | 9.04% | +55,000+56.4% | 加碼 |
| MIC Capital Management UK LLP | 150,000 | $1,632 萬 | 3.18% | +64,200+74.8% | 加碼 |
| Academy Capital Management Inc | 149,401 | $1,626 萬 | 2.60% | +12,871+9.4% | 加碼 |
| Westwood Holdings Group Inc. | 146,629 | $1,595 萬 | 0.15% | +9,305+6.8% | 加碼 |
| 6elm Capital LP | 145,000 | $1,578 萬 | 8.18% | +145,000 | 新進 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 143,800 | $1,565 萬 | 0.52% | 00.0% | 不變 |
| Pacifica Capital Investments, LLC | 138,307 | $1,505 萬 | 4.91% | +14,169+11.4% | 加碼 |
| Bluefin Capital Management, LLC | 136,629 | $1,487 萬 | 2.58% | +136,629 | 新進 |
| Brown Brothers Harriman & Co | 135,217 | $1,471 萬 | 0.10% | +787+0.6% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 134,022 | $1,458 萬 | 0.14% | −8,669−6.1% | 減碼 |
| Harvest Fund Management Co., Ltd | 131,441 | $1,430 萬 | 3.00% | +66,097+101.2% | 加碼 |
| Quantitative Investment Management, LLC | 130,229 | $1,417 萬 | 1.53% | −60,350−31.7% | 減碼 |
| Maxi Investments CY Ltd | 129,427 | $1,408 萬 | 8.27% | 00.0% | 不變 |
| Fernbridge Capital Management LP | 126,962 | $1,381 萬 | 1.43% | +126,962 | 新進 |
| Pictet North America Advisors SA | 124,265 | $1,352 萬 | 1.57% | −23,628−16.0% | 減碼 |
| Greylin Investment Mangement Inc | 124,216 | $1,352 萬 | 2.32% | +62,213+100.3% | 加碼 |
| Holowesko Partners Ltd. | 123,900 | $1,348 萬 | 6.77% | +56,200+83.0% | 加碼 |
| Portland Hill Asset Management Ltd | 123,549 | $1,344 萬 | 12.19% | −2,606−2.1% | 減碼 |
| Neumann Advisory Hong Kong Ltd | 123,133 | $1,340 萬 | 2.96% | 00.0% | 不變 |
| Centric Wealth Management | 121,639 | $1,323 萬 | 4.18% | +119,848+6,691.7% | 加碼 |
| Erste Asset Management GmbH | 114,281 | $1,308 萬 | 0.25% | +8,765+8.3% | 加碼 |
| Nine Masts Capital Ltd | 113,870 | $1,304 萬 | 2.81% | −99,605−46.7% | 減碼 |
| Itau Unibanco Holding S.A. | 119,303 | $1,298 萬 | 0.39% | −7,259−5.7% | 減碼 |
| Thomas White International Ltd | 118,481 | $1,289 萬 | 2.16% | +10,403+9.6% | 加碼 |
| Steadfast Capital Management LP | 115,568 | $1,257 萬 | 0.26% | +115,568 | 新進 |
| Marshall Wace, LLP | 114,236 | $1,243 萬 | 0.03% | −2,547,764−95.7% | 減碼 |
| Pinebridge Investments, L.P. | 113,236 | $1,232 萬 | 0.13% | +112,563+16,725.6% | 加碼 |
| Toronto Dominion Bank | 110,203 | $1,199 萬 | 0.02% | +30,744+38.7% | 加碼 |
| LGT Group Foundation | 108,755 | $1,199 萬 | 0.28% | +19,801+22.3% | 加碼 |
| PEAK6 Investments LLC | 109,403 | $1,190 萬 | 0.35% | +109,403 | 新進 |
| Georgetown University | 106,268 | $1,156 萬 | 2.95% | +106,268 | 新進 |
| Meitav Dash Investments Ltd | 104,564 | $1,140 萬 | 0.17% | −6,422−5.8% | 減碼 |
| Blair William & Co | 104,606 | $1,138 萬 | 0.04% | −7,180−6.4% | 減碼 |
| Patient Capital Management, LLC | 102,800 | $1,119 萬 | 4.40% | +26,600+34.9% | 加碼 |
| Think Investments LP | 101,800 | $1,108 萬 | 3.14% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 101,246 | $1,102 萬 | 1.54% | +101,246 | 新進 |
| Taikang Asset Management (Hong Kong) Co Ltd | 100,000 | $1,088 萬 | 1.85% | −15,000−13.0% | 減碼 |
| Biglari Capital Corp. | 100,000 | $1,088 萬 | 1.62% | +20,000+25.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 99,524 | $1,083 萬 | 0.01% | −18,604−15.7% | 減碼 |
| Simplex Trading, LLC | 98,048 | $1,067 萬 | 0.34% | +42,863+77.7% | 加碼 |
| One01 Capital, LP | 97,800 | $1,064 萬 | 4.33% | +97,800 | 新進 |
| NN Investment Partners Holdings N.V. | 96,784 | $1,053 萬 | 0.06% | −57,386−37.2% | 減碼 |
| Waverton Investment Management Ltd | 95,016 | $1,034 萬 | 0.35% | +13,770+16.9% | 加碼 |
| SeaTown Holdings Pte. Ltd. | 95,000 | $1,034 萬 | 0.77% | +95,000 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 94,365 | $1,027 萬 | 0.05% | +5,816+6.6% | 加碼 |
| Panagora Asset Management Inc | 94,049 | $1,023 萬 | 0.06% | 00.0% | 不變 |
| Hi-Line Capital Management, LLC | 91,289 | $993.2 萬 | 3.39% | +51,714+130.7% | 加碼 |
| AIA Group Ltd | 90,958 | $989.6 萬 | 0.43% | −5,578−5.8% | 減碼 |
| Yunqi Capital Ltd | 90,000 | $979.2 萬 | 11.28% | +30,000+50.0% | 加碼 |
| Todd Asset Management LLC | 89,899 | $978.1 萬 | 0.22% | −12,460−12.2% | 減碼 |
| Apeiron Capital Ltd | 89,361 | $972.2 萬 | 4.30% | −100,639−53.0% | 減碼 |
| Oppenheimer & Co Inc | 88,921 | $967.4 萬 | 0.17% | −23,508−20.9% | 減碼 |
| Redwood Grove Capital, LLC | 87,340 | $962.5 萬 | 4.79% | 00.0% | 不變 |
| Cerity Partners LLC | 87,535 | $952.2 萬 | 0.15% | +507+0.6% | 加碼 |
| Capricorn Fund Managers Ltd | 87,173 | $948.4 萬 | 2.31% | +87,173 | 新進 |
| Quilter Plc | 86,942 | $946.0 萬 | 0.26% | −2,241−2.5% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 86,454 | $940.6 萬 | 0.51% | +8,183+10.5% | 加碼 |
| Creative Planning | 84,759 | $922.2 萬 | 0.01% | −13,455−13.7% | 減碼 |
| Ninety One UK Ltd | 84,256 | $916.7 萬 | 0.02% | −1,965,172−95.9% | 減碼 |
| Ariose Capital Management Ltd | 83,770 | $911.4 萬 | 35.62% | +83,770 | 新進 |
| Cortland Associates Inc | 83,435 | $907.8 萬 | 1.16% | −12,373−12.9% | 減碼 |
| Bulltick Wealth Management, LLC | 83,070 | $903.8 萬 | 2.06% | −88,988−51.7% | 減碼 |
| Farley Capital L.P. | 82,380 | $896.3 萬 | 8.43% | +9,299+12.7% | 加碼 |
| Allen Investment Management LLC | 82,218 | $894.5 萬 | 0.12% | −150−0.2% | 減碼 |
| GFS Advisors, LLC | 81,658 | $888.4 萬 | 1.87% | −16,240−16.6% | 減碼 |
| Brandywine Global Investment Management, LLC | 80,200 | $872.6 萬 | 0.06% | +10,900+15.7% | 加碼 |
| Yarbrough Capital, LLC | 78,806 | $857.4 萬 | 0.49% | +14,815+23.2% | 加碼 |
| Glenview Capital Management, LLC | 78,789 | $857.2 萬 | 0.17% | −4,000−4.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 75,988 | $826.7 萬 | 0.01% | +40,749+115.6% | 加碼 |
| SG Americas Securities, LLC | 75,407 | $820.4 萬 | 0.07% | +22,563+42.7% | 加碼 |
| Cutler Group LP | 75,233 | $818.5 萬 | 0.76% | +72,379+2,536.1% | 加碼 |
| Ally Financial Inc. | 75,000 | $816.0 萬 | 0.94% | +32,000+74.4% | 加碼 |
| IMC-Chicago, LLC | 74,521 | $810.8 萬 | 0.39% | +74,521 | 新進 |
| GAM Holding AG | 65,827 | $808.8 萬 | 0.40% | +3,576+5.7% | 加碼 |
| Owl Creek Asset Management, L.P. | 73,569 | $800.4 萬 | 0.50% | +73,569 | 新進 |
| Indus Capital Partners, LLC | 72,882 | $793.0 萬 | 3.23% | +19,208+35.8% | 加碼 |
| Hidden Lake Asset Management LP | 72,873 | $792.9 萬 | 3.63% | +72,873 | 新進 |