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 $227.5 億；阿帕盧薩、H&H 國際投資等 7 位大師持有。
2023 年第 3 季 13F 持有人
Alibaba Group Holding Ltd 在 2023/9/30 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
- 1,159
- 較 2023 年第 2 季 +20 家
- 持有股數
- 3.54 億
- 較 2023 年第 2 季 −1,569 萬 (−4.2%)
- 總市值
- $309.7 億
- 較 2023 年第 2 季 −$132.8 億 (−30.0%)
- 新進機構
- 118
- 另有 395 家加碼
- 清倉機構
- 98
- 另有 400 家減碼
另有 18 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 |
2023 年第 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Primecap Management Co | 17,343,272 | $15.0 億 | 1.27% | −9,207−0.1% | 減碼 |
| Dodge & Cox | 16,091,470 | $14.0 億 | 0.94% | +1,493,300+10.2% | 加碼 |
| Sanders Capital, LLC | 15,029,238 | $13.0 億 | 2.75% | +11,473,618+322.7% | 加碼 |
| Price T Rowe Associates Inc | 11,912,370 | $10.3 億 | 0.15% | −764,358−6.0% | 減碼 |
| Morgan Stanley | 11,610,078 | $10.1 億 | 0.10% | +1,406,491+13.8% | 加碼 |
| JPMorgan Chase & Co | 11,142,620 | $9.67 億 | 0.11% | +3,513,674+46.1% | 加碼 |
| Goldman Sachs Group Inc | 9,825,528 | $8.52 億 | 0.22% | +1,192,984+13.8% | 加碼 |
| FIL Ltd | 9,646,859 | $8.37 億 | 0.99% | −329,825−3.3% | 減碼 |
| Temasek Holdings (Private) Ltd | 9,563,814 | $8.30 億 | 4.94% | 00.0% | 不變 |
| Bank of America Corp | 8,593,733 | $7.45 億 | 0.09% | +143,556+1.7% | 加碼 |
| Jane Street Group, LLC | 7,043,328 | $6.11 億 | 0.95% | +1,985,959+39.3% | 加碼 |
| HSBC Holdings PLC | 6,995,660 | $6.07 億 | 0.67% | −1,050,203−13.1% | 減碼 |
| FMR LLC | 5,840,336 | $5.07 億 | 0.04% | −578,344−9.0% | 減碼 |
| Aspex Management (HK) Ltd | 5,300,316 | $4.60 億 | 14.15% | −314,035−5.6% | 減碼 |
| Loomis Sayles & Co L P | 5,284,594 | $4.58 億 | 0.79% | −206,527−3.8% | 減碼 |
| BlackRock Inc. | 4,625,743 | $4.01 億 | 0.01% | −470,273−9.2% | 減碼 |
| Susquehanna International Group, LLP | 4,503,533 | $3.91 億 | 0.61% | −450,292−9.1% | 減碼 |
| Assenagon Asset Management S.A. | 4,215,884 | $3.66 億 | 1.28% | +3,464,723+461.2% | 加碼 |
| UBS Asset Management Americas Inc | 4,169,319 | $3.62 億 | 0.16% | −168,343−3.9% | 減碼 |
| Norges Bank | 3,905,305 | $3.39 億 | 0.07% | −83,532−2.1% | 減碼 |
| Fisher Asset Management, LLC | 3,853,633 | $3.34 億 | 0.19% | +1,8700.0% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 3,600,000 | $3.12 億 | 6.16% | −875,000−19.6% | 減碼 |
| Royal Bank of Canada | 3,568,280 | $3.10 億 | 0.09% | +652,671+22.4% | 加碼 |
| American Century Companies Inc | 3,508,392 | $3.04 億 | 0.23% | +1,389,233+65.6% | 加碼 |
| Dimensional Fund Advisors LP | 3,249,990 | $2.82 億 | 0.09% | −706,271−17.9% | 減碼 |
| Lazard Asset Management LLC | 3,192,202 | $2.77 億 | 0.38% | −419,615−11.6% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 3,092,149 | $2.68 億 | 0.32% | +157,606+5.4% | 加碼 |
| H&H International Investment, LLC大師H&H 國際投資 | 3,040,500 | $2.64 億 | 1.99% | −467,100−13.3% | 減碼 |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 2,735,900 | $2.37 億 | 3.15% | 00.0% | 不變 |
| Brookfield Asset Management Inc. | 2,734,115 | $2.37 億 | 1.48% | −194,375−6.6% | 減碼 |
| Bamco Inc | 2,705,448 | $2.35 億 | 0.68% | −4,717−0.2% | 減碼 |
| Macquarie Group Ltd | 2,687,936 | $2.33 億 | 0.29% | −32,408−1.2% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 2,480,200 | $2.15 億 | 0.98% | +18,900+0.8% | 加碼 |
| UBS Group AG | 2,457,664 | $2.13 億 | 0.10% | +157,760+6.9% | 加碼 |
| RWWM, Inc. | 2,328,318 | $2.02 億 | 27.08% | −96,398−4.0% | 減碼 |
| Discerene Group LP | 2,290,038 | $1.99 億 | 24.43% | +93,100+4.2% | 加碼 |
| Man Group plc | – | $1.98 億 | 0.62% | – | – |
| Allspring Global Investments Holdings, LLC | 2,224,227 | $1.93 億 | 0.34% | −356,923−13.8% | 減碼 |
| Bank of Montreal | 645,841 | $1.92 億 | 0.07% | +32,833+5.4% | 加碼 |
| Carmignac Gestion | 2,207,070 | $1.91 億 | 3.51% | −689,935−23.8% | 減碼 |
| Wellington Management Group LLP | 2,156,444 | $1.87 億 | 0.04% | −281,844−11.6% | 減碼 |
| Schroder Investment Management Group | 2,067,873 | $1.79 億 | 0.27% | −17,538−0.8% | 減碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 2,030,447 | $1.76 億 | 3.93% | −1,232,080−37.8% | 減碼 |
| Legal & General Group Plc | 1,973,858 | $1.71 億 | 0.06% | −2920.0% | 減碼 |
| Credit Suisse AG | 1,929,072 | $1.67 億 | 0.17% | +1,153,809+148.8% | 加碼 |
| Capital International Investors | 1,925,709 | $1.67 億 | 0.04% | +140,996+7.9% | 加碼 |
| Martin Currie Ltd | 1,916,367 | $1.66 億 | 5.95% | +33,954+1.8% | 加碼 |
| Hardman Johnston Global Advisors LLC | 1,915,149 | $1.66 億 | 5.57% | +490,929+34.5% | 加碼 |
| Nordea Investment Management AB | 1,878,181 | $1.63 億 | 0.23% | −55,697−2.9% | 減碼 |
| Alliancebernstein L.P. | 1,705,034 | $1.48 億 | 0.06% | +89,444+5.5% | 加碼 |
| Alkeon Capital Management LLC | 1,653,237 | $1.43 億 | 0.91% | −2,355,707−58.8% | 減碼 |
| Millennium Management LLC | 1,649,123 | $1.43 億 | 0.15% | −330,062−16.7% | 減碼 |
| Federated Hermes, Inc. | 1,641,494 | $1.42 億 | 0.38% | +43,285+2.7% | 加碼 |
| Alpine Investment Management Ltd | 1,589,420 | $1.38 億 | 50.21% | +14,420+0.9% | 加碼 |
| Handelsbanken Fonder AB | 1,586,343 | $1.38 億 | 0.77% | −127,360−7.4% | 減碼 |
| ARGA Investment Management, LP | 1,559,063 | $1.35 億 | 5.50% | −121,262−7.2% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 1,476,745 | $1.28 億 | 0.94% | +1,476,745 | 新進 |
| Invesco Ltd. | 1,472,454 | $1.28 億 | 0.03% | −425,885−22.4% | 減碼 |
| Public Investment Fund | 1,457,101 | $1.26 億 | 0.35% | 00.0% | 不變 |
| Nuveen Asset Management, LLC | 1,390,295 | $1.21 億 | 0.04% | −1,649,103−54.3% | 減碼 |
| Ruffer LLP | 1,312,820 | $1.12 億 | 6.22% | +500,680+61.6% | 加碼 |
| Antipodes Partners Ltd | 1,214,357 | $1.04 億 | 3.34% | −73,668−5.7% | 減碼 |
| Cryder Capital Partners LLP | 1,188,492 | $1.03 億 | 4.98% | +3360.0% | 加碼 |
| Eminence Capital, LP | 1,167,317 | $1.01 億 | 2.00% | +33,661+3.0% | 加碼 |
| L1 Capital Pty Ltd | 1,165,712 | $1.01 億 | 8.61% | +129,782+12.5% | 加碼 |
| Causeway Capital Management LLC | 1,129,748 | $9,799 萬 | 2.59% | +173,468+18.1% | 加碼 |
| GMT Capital Corp | 1,116,700 | $9,686 萬 | 3.65% | +229,000+25.8% | 加碼 |
| Segantii Capital Management Ltd | 1,068,607 | $9,343 萬 | 3.50% | −798,619−42.8% | 減碼 |
| Walleye Trading LLC | 1,074,671 | $9,322 萬 | 2.18% | +1,074,671 | 新進 |
| Deutsche Bank AG | 1,027,269 | $8,911 萬 | 0.06% | −170,999−14.3% | 減碼 |
| Broad Peak Investment Holdings Ltd. | 1,009,608 | $8,757 萬 | 11.38% | 00.0% | 不變 |
| Voya Investment Management LLC | 976,135 | $8,467 萬 | 0.09% | +956,395+4,845.0% | 加碼 |
| Russell Investments Group, Ltd. | 971,556 | $8,427 萬 | 0.17% | +391,222+67.4% | 加碼 |
| AXA S.A. | 947,260 | $8,217 萬 | 0.29% | −176,641−15.7% | 減碼 |
| Origin Asset Management LLP | 947,206 | $8,216 萬 | 27.34% | −2,200−0.2% | 減碼 |
| Northern Trust Corp | 943,228 | $8,182 萬 | 0.02% | −40,480−4.1% | 減碼 |
| Vontobel Asset Management Inc | 935,803 | $8,082 萬 | 0.52% | −312,939−25.1% | 減碼 |
| WT Asset Management Ltd | 904,442 | $7,845 萬 | 8.71% | +904,442 | 新進 |
| Point72 Asset Management, L.P. | 879,563 | $7,629 萬 | 0.26% | −81,800−8.5% | 減碼 |
| Farallon Capital Management, L.L.C. | 862,233 | $7,479 萬 | 0.42% | −1,007,767−53.9% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 830,459 | $7,203 萬 | 1.68% | +830,459 | 新進 |
| National Bank of Canada | 831,907 | $7,196 萬 | 0.13% | −1,352,367−61.9% | 減碼 |
| Citigroup Inc | 815,029 | $7,070 萬 | 0.10% | −353,934−30.3% | 減碼 |
| Neuberger Berman Group LLC | 796,077 | $6,905 萬 | 0.06% | +25,609+3.3% | 加碼 |
| Platinum Investment Management Ltd | 791,620 | $6,867 萬 | 2.68% | −71,987−8.3% | 減碼 |
| RWC Asset Advisors (US) LLC | 773,958 | $6,713 萬 | 6.43% | +186,325+31.7% | 加碼 |
| Thornburg Investment Management Inc | 756,355 | $6,552 萬 | 1.08% | +12,317+1.7% | 加碼 |
| Group One Trading, L.P. | 748,737 | $6,495 萬 | 2.58% | −411,607−35.5% | 減碼 |
| Capital International Inc | 746,491 | $6,475 萬 | 1.24% | +84,616+12.8% | 加碼 |
| Balyasny Asset Management LLC | 744,266 | $6,456 萬 | 0.18% | +35,257+5.0% | 加碼 |
| Barclays PLC | 743,783 | $6,452 萬 | 0.04% | −227,442−23.4% | 減碼 |
| Edmond de Rothschild Holding S.A. | 726,753 | $6,304 萬 | 1.27% | +28,643+4.1% | 加碼 |
| HighTower Advisors, LLC | 723,364 | $6,272 萬 | 0.12% | −38,848−5.1% | 減碼 |
| Parsifal Capital Management, LP | 691,408 | $5,997 萬 | 5.09% | −192,698−21.8% | 減碼 |
| Point72 Hong Kong Ltd | 677,392 | $5,876 萬 | 16.37% | +630,316+1,338.9% | 加碼 |
| Quilter Plc | 56,757 | $5,663 萬 | 0.22% | −9,247−14.0% | 減碼 |
| Patient Capital Management, LLC | 634,125 | $5,500 萬 | 3.23% | −36,285−5.4% | 減碼 |
| Natixis Advisors, L.P. | 627,954 | $5,447 萬 | 0.17% | +15,102+2.5% | 加碼 |
| Two Creeks Capital Management, LP | 622,879 | $5,403 萬 | 3.49% | 00.0% | 不變 |
| AMF Pensionsforsakring AB | 621,217 | $5,388 萬 | 0.52% | +41,349+7.1% | 加碼 |