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、0 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。
2023 年第 2 季 13F 持有人
Alibaba Group Holding Ltd 在 2023/6/30 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
- 1,157
- 較 2023 年第 1 季 −90 家
- 持有股數
- 3.70 億
- 較 2023 年第 1 季 +1,065 萬 (+3.0%)
- 總市值
- $308.0 億
- 較 2023 年第 1 季 −$57.9 億 (−15.8%)
- 新進機構
- 103
- 另有 393 家加碼
- 清倉機構
- 193
- 另有 406 家減碼
另有 6 家機構在 2023 年第 1 季持有、還沒有申報 2023 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 | $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 |
2023 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 171,921 | $1,433 萬 | 0.01% | +29,981+21.1% | 加碼 |
| Harding Loevner LP | 170,708 | $1,423 萬 | 0.08% | −79,108−31.7% | 減碼 |
| RJA Asset Management LLC | 170,581 | $1,422 萬 | 3.70% | +170,581 | 新進 |
| Commonwealth Equity Services, LLC | 169,734 | $1,415 萬 | 0.03% | −46,503−21.5% | 減碼 |
| Kopernik Global Investors, LLC | 167,624 | $1,397 萬 | 1.43% | +147,724+742.3% | 加碼 |
| Banco Santander, S.A. | 165,506 | $1,379 萬 | 0.18% | +19,533+13.4% | 加碼 |
| 3G Capital Partners LP | 165,000 | $1,375 萬 | 13.89% | +70,000+73.7% | 加碼 |
| ProShare Advisors LLC | 164,380 | $1,370 萬 | 0.04% | −8,403−4.9% | 減碼 |
| Discovery Capital Management, LLC | 164,200 | $1,369 萬 | 1.60% | −257,865−61.1% | 減碼 |
| Hel Ved Capital Management Ltd | 162,600 | $1,355 萬 | 5.94% | +17,400+12.0% | 加碼 |
| Ariose Capital Management Ltd | 162,271 | $1,353 萬 | 10.78% | −232,968−58.9% | 減碼 |
| KBC Group NV | 157,359 | $1,312 萬 | 0.05% | −13,601−8.0% | 減碼 |
| Todd Asset Management LLC | 154,954 | $1,292 萬 | 0.30% | +4,153+2.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 152,880 | $1,274 萬 | 0.02% | +1,953+1.3% | 加碼 |
| BlueDrive Global Investors LLP | 150,200 | $1,252 萬 | 17.48% | 00.0% | 不變 |
| MIC Capital Management UK LLP | 150,000 | $1,250 萬 | 2.54% | 00.0% | 不變 |
| Contrarius Investment Management Ltd | 148,777 | $1,240 萬 | 0.67% | +110,950+293.3% | 加碼 |
| RWC Asset Management LLP | 145,455 | $1,212 萬 | 0.58% | −200,862−58.0% | 減碼 |
| Truxt Investmentos Ltda. | 139,805 | $1,165 萬 | 2.93% | −97,111−41.0% | 減碼 |
| Brandywine Global Investment Management, LLC | 138,418 | $1,154 萬 | 0.10% | +7,190+5.5% | 加碼 |
| Long Corridor Asset Management Ltd | 137,441 | $1,146 萬 | 12.29% | +34,903+34.0% | 加碼 |
| Nomura Holdings Inc | 134,558 | $1,122 萬 | 0.11% | −80,703−37.5% | 減碼 |
| Coatue Management LLC大師Coatue | 133,003 | $1,109 萬 | 0.05% | −1,383,921−91.2% | 減碼 |
| Pacifica Capital Investments, LLC | 132,070 | $1,101 萬 | 3.39% | +500+0.4% | 加碼 |
| Two Sigma Advisers, LP | 131,200 | $1,094 萬 | 0.03% | −57,200−30.4% | 減碼 |
| FACT Capital, LP | 130,982 | $1,092 萬 | 5.09% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 130,778 | $1,090 萬 | 0.09% | −899−0.7% | 減碼 |
| Mackenzie Financial Corp | 129,473 | $1,088 萬 | 0.02% | −170−0.1% | 減碼 |
| Maven Securities LTD | 129,433 | $1,079 萬 | 1.55% | +9,549+8.0% | 加碼 |
| Aubrey Capital Management Ltd | 127,806 | $1,065 萬 | 6.99% | −77,294−37.7% | 減碼 |
| Greenland Capital Management LP | 123,204 | $1,027 萬 | 1.47% | +123,204 | 新進 |
| Arnhold LLC | 121,349 | $1,011 萬 | 1.15% | +15,429+14.6% | 加碼 |
| Monaco Asset Management SAM | 121,000 | $1,009 萬 | 5.42% | −40,000−24.8% | 減碼 |
| Zweig-DiMenna Associates LLC | 120,710 | $1,006 萬 | 1.35% | −64,790−34.9% | 減碼 |
| Greylin Investment Mangement Inc | 120,263 | $1,002 萬 | 1.81% | −2,951−2.4% | 減碼 |
| 7G Capital Management, LLC | 120,000 | $1,000 萬 | 5.16% | +5,000+4.3% | 加碼 |
| Jennison Associates LLC | 117,359 | $978.2 萬 | 0.01% | −51,768−30.6% | 減碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 116,154 | $973.6 萬 | 0.69% | +65,030+127.2% | 加碼 |
| J. Goldman & Co LP | 115,952 | $966.5 萬 | 0.55% | +86,022+287.4% | 加碼 |
| Stifel Financial Corp | 115,771 | $965.0 萬 | 0.01% | −3,960−3.3% | 減碼 |
| Money Concepts Capital Corp | 115,084 | $959.2 萬 | 0.98% | +105,338+1,080.8% | 加碼 |
| Susquehanna International Group Ltd. | 112,155 | $934.8 萬 | 7.53% | +16,143+16.8% | 加碼 |
| DekaBank Deutsche Girozentrale | 111,883 | $934.4 萬 | 0.02% | −10,500−8.6% | 減碼 |
| Waverton Investment Management Ltd | 111,713 | $931.2 萬 | 0.26% | −500.0% | 減碼 |
| Georgetown University | 106,268 | $885.7 萬 | 3.11% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 105,820 | $882.0 萬 | 0.02% | −22,214−17.4% | 減碼 |
| Alerus Financial NA | 101,615 | $847.0 萬 | 0.72% | +53,029+109.1% | 加碼 |
| Capital International Sarl | 100,862 | $840.7 萬 | 0.38% | +48,252+91.7% | 加碼 |
| Blair William & Co | 99,271 | $827.4 萬 | 0.03% | +2,223+2.3% | 加碼 |
| Cerity Partners LLC | 99,200 | $826.9 萬 | 0.03% | +1,537+1.6% | 加碼 |
| Thomas White International Ltd | 96,153 | $801.4 萬 | 1.67% | −7,368−7.1% | 減碼 |
| Kemnay Advisory Services Inc. | 95,395 | $795.1 萬 | 3.49% | +20,213+26.9% | 加碼 |
| Growth Interface Management LLC | 95,000 | $791.8 萬 | 5.95% | 00.0% | 不變 |
| EULAV Asset Management | 95,000 | $791.8 萬 | 0.30% | +8,000+9.2% | 加碼 |
| Selective Wealth Management, Inc. | 86,092 | $779.6 萬 | 3.89% | +86,092 | 新進 |
| Quintet Private Bank (Europe) S.A. | 92,728 | $779.6 萬 | 0.37% | −11,583−11.1% | 減碼 |
| MAI Capital Management | 92,854 | $773.9 萬 | 0.11% | +2,756+3.1% | 加碼 |
| Profund Advisors LLC | 91,600 | $763.5 萬 | 0.41% | −755−0.8% | 減碼 |
| AIA Group Ltd | 90,958 | $758.1 萬 | 0.37% | 00.0% | 不變 |
| Wafra Inc. | 90,479 | $754.1 萬 | 0.25% | 00.0% | 不變 |
| GFS Advisors, LLC | 89,853 | $748.9 萬 | 1.66% | +585+0.7% | 加碼 |
| Erste Asset Management GmbH | 88,765 | $741.6 萬 | 0.13% | 00.0% | 不變 |
| Wolverine Trading, LLC | 87,860 | $734.1 萬 | 0.10% | +48,945+125.8% | 加碼 |
| Ovata Capital Management Ltd | 88,000 | $729.5 萬 | 9.61% | +63,050+252.7% | 加碼 |
| Redwood Grove Capital, LLC | 87,340 | $728.0 萬 | 3.08% | 00.0% | 不變 |
| Hi-Line Capital Management, LLC | 86,652 | $722.3 萬 | 2.68% | −10,929−11.2% | 減碼 |
| Kames Capital plc | 85,353 | $711.4 萬 | 0.12% | 00.0% | 不變 |
| Creative Planning | 83,629 | $697.0 萬 | 0.01% | +6,983+9.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 83,022 | $692.0 萬 | 0.01% | +6,417+8.4% | 加碼 |
| GFG Capital, LLC | 82,336 | $686.3 萬 | 1.28% | +2,212+2.8% | 加碼 |
| Scotia Capital Inc. | 81,365 | $678.2 萬 | 0.05% | −9,116−10.1% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 80,290 | $669.2 萬 | 0.06% | 00.0% | 不變 |
| QV Investors Inc. | 80,077 | $667.4 萬 | 0.60% | −1,390−1.7% | 減碼 |
| Formula Growth Ltd | 79,886 | $665.8 萬 | 2.12% | −2,214−2.7% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 78,786 | $656.7 萬 | 0.03% | −2,916−3.6% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 77,770 | $648.2 萬 | 0.01% | −17,181−18.1% | 減碼 |
| Coronation Fund Managers Ltd. | 77,131 | $642.9 萬 | 0.17% | +37,363+94.0% | 加碼 |
| Optiver Holding B.V. | 76,527 | $637.9 萬 | 0.18% | −13,448−14.9% | 減碼 |
| Massachusetts Financial Services Co | 75,521 | $629.5 萬 | 0.00% | −8,303−9.9% | 減碼 |
| Ally Financial Inc. | 75,000 | $625.1 萬 | 0.87% | 00.0% | 不變 |
| VR Advisory Services Ltd | 75,000 | $625.1 萬 | 2.01% | 00.0% | 不變 |
| Elevatus Welath Management | 74,240 | $618.8 萬 | 4.29% | +74,240 | 新進 |
| Cowen and Company, LLC | 73,265 | $610.7 萬 | 0.51% | +8,088+12.4% | 加碼 |
| Ingalls & Snyder LLC | 73,211 | $610.2 萬 | 0.29% | −252−0.3% | 減碼 |
| Prelude Capital Management, LLC | 71,669 | $597.4 萬 | 0.50% | −123,230−63.2% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 71,250 | $593.9 萬 | 0.00% | −171−0.2% | 減碼 |
| Allen Investment Management LLC | 70,414 | $586.9 萬 | 0.09% | 00.0% | 不變 |
| Parkwood LLC | 69,910 | $582.7 萬 | 1.06% | +69,910 | 新進 |
| HAP Trading, LLC | 68,464 | $570.6 萬 | 1.61% | +68,464 | 新進 |
| Cutler Group LP | 68,116 | $567.7 萬 | 1.34% | −40,716−37.4% | 減碼 |
| Top Ace Asset Management Ltd | 67,534 | $562.9 萬 | 20.05% | +10,700+18.8% | 加碼 |
| Osborne Partners Capital Management, LLC | 67,506 | $562.7 萬 | 0.41% | +6,881+11.4% | 加碼 |
| Black Creek Investment Management Inc. | 67,500 | $562.6 萬 | 0.20% | −69,500−50.7% | 減碼 |
| Quinn Opportunity Partners LLC | 67,042 | $558.8 萬 | 0.77% | −8,940−11.8% | 減碼 |
| Pinebridge Investments, L.P. | 66,878 | $557.4 萬 | 0.06% | −5,933−8.1% | 減碼 |
| Morningstar Investment Services LLC | 66,564 | $557.4 萬 | 0.07% | +1,457+2.2% | 加碼 |
| Aurora Investment Managers, LLC. | 65,918 | $549.4 萬 | 4.19% | +65,918 | 新進 |
| Mariner, LLC | 65,447 | $545.5 萬 | 0.01% | −2,199−3.3% | 減碼 |
| LMR Partners LLP | 65,363 | $544.8 萬 | 0.12% | −657,325−91.0% | 減碼 |
| Claar Advisors LLC | 65,300 | $544.3 萬 | 2.06% | 00.0% | 不變 |