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。
2023 年第 4 季 13F 持有人
Alibaba Group Holding Ltd 在 2023/12/31 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
- 1,159
- 較 2023 年第 3 季 +22 家
- 持有股數
- 3.40 億
- 較 2023 年第 3 季 −1,331 萬 (−3.8%)
- 總市值
- $262.8 億
- 較 2023 年第 3 季 −$44.1 億 (−14.4%)
- 新進機構
- 194
- 另有 299 家加碼
- 清倉機構
- 172
- 另有 473 家減碼
另有 22 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 276,607 | $2,144 萬 | 0.03% | −72,213−20.7% | 減碼 |
| CIBC World Markets Inc. | 276,963 | $2,147 萬 | 0.06% | +30,837+12.5% | 加碼 |
| Caledonia Investments PLC | 278,000 | $2,155 萬 | 2.91% | +40,000+16.8% | 加碼 |
| Compagnie Lombard Odier SCmA | 280,347 | $2,173 萬 | 0.40% | −123,024−30.5% | 減碼 |
| Squarepoint Ops LLC | 285,333 | $2,212 萬 | 0.09% | +22,387+8.5% | 加碼 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 292,800 | $2,269 萬 | 1.54% | 00.0% | 不變 |
| Clark Capital Management Group, Inc. | 293,849 | $2,278 萬 | 0.19% | −276,161−48.4% | 減碼 |
| Baird Financial Group, Inc. | 295,773 | $2,292 萬 | 0.05% | +32,053+12.2% | 加碼 |
| Carrhae Capital LLP | 296,283 | $2,296 萬 | 4.54% | −237,542−44.5% | 減碼 |
| Maxi Investments CY Ltd | 299,427 | $2,321 萬 | 6.53% | +220,000+277.0% | 加碼 |
| Daily Journal Corp大師每日期刊 | 300,000 | $2,325 萬 | 12.56% | 00.0% | 不變 |
| UG Investment Advisers Ltd. | 306,378 | $2,375 萬 | 7.49% | +306,378 | 新進 |
| Ariose Capital Management Ltd | 316,174 | $2,451 萬 | 9.56% | −178,431−36.1% | 減碼 |
| New York State Common Retirement Fund | 318,731 | $2,470 萬 | 0.03% | −173,379−35.2% | 減碼 |
| Cowen and Company, LLC | 319,151 | $2,474 萬 | 1.62% | +191,255+149.5% | 加碼 |
| Vontobel Holding Ltd. | 328,429 | $2,546 萬 | 0.21% | −153,275−31.8% | 減碼 |
| Thornburg Investment Management Inc | 335,824 | $2,598 萬 | 0.37% | −420,531−55.6% | 減碼 |
| Two Sigma Investments, LP | 348,088 | $2,698 萬 | 0.07% | +333,188+2,236.2% | 加碼 |
| LPL Financial LLC | 349,489 | $2,709 萬 | 0.02% | +35,650+11.4% | 加碼 |
| Flossbach Von Storch AG | 350,393 | $2,716 萬 | 0.12% | −11,700−3.2% | 減碼 |
| Kopernik Global Investors, LLC | 350,802 | $2,719 萬 | 2.82% | +350,802 | 新進 |
| D. E. Shaw & Co., Inc. | 352,108 | $2,729 萬 | 0.04% | +37,117+11.8% | 加碼 |
| Barclays PLC | 360,429 | $2,794 萬 | 0.01% | −383,354−51.5% | 減碼 |
| Verition Fund Management LLC | 361,612 | $2,803 萬 | 0.29% | −109,122−23.2% | 減碼 |
| Raymond James & Associates | 366,813 | $2,843 萬 | 0.02% | −17,724−4.6% | 減碼 |
| Boston Common Asset Management, LLC | 366,858 | $2,844 萬 | 0.65% | −33,479−8.4% | 減碼 |
| Pale Fire Capital SE | 370,000 | $2,868 萬 | 4.49% | +300,000+428.6% | 加碼 |
| Envestnet Asset Management Inc | 370,975 | $2,875 萬 | 0.01% | −51,760−12.2% | 減碼 |
| Magellan Asset Management Ltd | 376,975 | $2,922 萬 | 0.29% | +86,118+29.6% | 加碼 |
| Ameriprise Financial Inc | 380,102 | $2,947 萬 | 0.01% | −43,523−10.3% | 減碼 |
| Marex Group plc | 384,255 | $2,978 萬 | 1.17% | +154,025+66.9% | 加碼 |
| Schroder Investment Management Group | 396,436 | $3,073 萬 | 0.04% | −1,671,437−80.8% | 減碼 |
| Fort Washington Investment Advisors Inc | 403,981 | $3,131 萬 | 0.22% | −600.0% | 減碼 |
| DnB Asset Management AS | 422,925 | $3,278 萬 | 0.17% | −11,136−2.6% | 減碼 |
| SG Americas Securities, LLC | 423,511 | $3,283 萬 | 0.36% | +408,832+2,785.1% | 加碼 |
| Eisler Capital (UK) Ltd. | 424,711 | $3,292 萬 | 3.00% | +232,106+120.5% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 423,533 | $3,324 萬 | 0.67% | +390,354+1,176.5% | 加碼 |
| Broad Peak Investment Holdings Ltd. | 432,608 | $3,353 萬 | 5.40% | −577,000−57.2% | 減碼 |
| Ghisallo Capital Management LLC | 450,000 | $3,488 萬 | 3.61% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 454,332 | $3,522 萬 | 0.01% | −109,849−19.5% | 減碼 |
| Nuveen Asset Management, LLC | 456,592 | $3,539 萬 | 0.01% | −933,703−67.2% | 減碼 |
| CIBC Private Wealth Group, LLC | 912,364 | $3,579 萬 | 0.08% | +460,174+101.8% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 472,185 | $3,660 萬 | 0.76% | −358,274−43.1% | 減碼 |
| AXA S.A. | 472,813 | $3,665 萬 | 0.12% | −474,447−50.1% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 479,656 | $3,753 萬 | 0.66% | −3,270−0.7% | 減碼 |
| STRS Ohio | 484,827 | $3,758 萬 | 0.16% | +25,000+5.4% | 加碼 |
| Pentwater Capital Management LP | 500,000 | $3,876 萬 | 0.73% | −20,000−3.8% | 減碼 |
| Davis Asset Management, L.P. | 500,000 | $3,876 萬 | 1.88% | 00.0% | 不變 |
| Novo Holdings A/S | 500,827 | $3,882 萬 | 2.59% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 509,517 | $3,949 萬 | 0.32% | +486,205+2,085.6% | 加碼 |
| Natixis Advisors, L.P. | 519,539 | $4,027 萬 | 0.11% | −108,415−17.3% | 減碼 |
| Wells Fargo & Company | 520,067 | $4,031 萬 | 0.01% | −7,903−1.5% | 減碼 |
| CapitalatWork S.A. | 522,857 | $4,053 萬 | 1.47% | +522,857 | 新進 |
| Employees Provident Fund Board | 529,100 | $4,101 萬 | 0.80% | 00.0% | 不變 |
| Franklin Resources Inc | 532,668 | $4,129 萬 | 0.02% | +123,925+30.3% | 加碼 |
| Farallon Capital Management, L.L.C. | 535,000 | $4,147 萬 | 0.26% | −327,233−38.0% | 減碼 |
| M&G Investment Management Ltd | 538,944 | $4,204 萬 | 0.25% | −17,772−3.2% | 減碼 |
| GTS Securities LLC | 544,509 | $4,220 萬 | 0.91% | +2,559+0.5% | 加碼 |
| State Street Corp | 543,848 | $4,268 萬 | 0.00% | +155,730+40.1% | 加碼 |
| National Bank of Canada | 573,027 | $4,284 萬 | 0.08% | −258,880−31.1% | 減碼 |
| Group One Trading, L.P. | 571,237 | $4,428 萬 | 1.39% | −177,500−23.7% | 減碼 |
| Patient Capital Management, LLC | 576,464 | $4,468 萬 | 2.37% | −57,661−9.1% | 減碼 |
| Aviva PLC | 580,854 | $4,502 萬 | 0.16% | −35,111−5.7% | 減碼 |
| Wolverine Trading, LLC | 582,457 | $4,515 萬 | 0.34% | +333,470+133.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 583,333 | $4,526 萬 | 0.09% | +49,335+9.2% | 加碼 |
| Balyasny Asset Management LLC | 586,325 | $4,545 萬 | 0.13% | −157,941−21.2% | 減碼 |
| Brandes Investment Partners, LP | 588,990 | $4,565 萬 | 0.69% | +226,781+62.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 618,799 | $4,794 萬 | 0.09% | +2,874+0.5% | 加碼 |
| Long Focus Capital Management, LLC | 621,000 | $4,813 萬 | 6.22% | +111,000+21.8% | 加碼 |
| Two Creeks Capital Management, LP | 622,879 | $4,828 萬 | 3.02% | 00.0% | 不變 |
| Marshall Wace, LLP | 626,701 | $4,858 萬 | 0.09% | +268,784+75.1% | 加碼 |
| Parsifal Capital Management, LP | 644,938 | $4,999 萬 | 3.43% | −46,470−6.7% | 減碼 |
| Invesco Ltd. | 650,007 | $5,038 萬 | 0.01% | −822,447−55.9% | 減碼 |
| SEI Investments Co | 682,539 | $5,290 萬 | 0.08% | +131,022+23.8% | 加碼 |
| Capital International Inc | 699,352 | $5,421 萬 | 0.85% | −47,139−6.3% | 減碼 |
| Alkeon Capital Management LLC | 702,296 | $5,443 萬 | 0.36% | −950,941−57.5% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 709,962 | $5,494 萬 | 0.65% | +161,689+29.5% | 加碼 |
| Legal & General Group Plc | 719,151 | $5,574 萬 | 0.02% | −1,254,707−63.6% | 減碼 |
| Artisan Partners Limited Partnership | 726,148 | $5,628 萬 | 0.09% | +495,518+214.9% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 770,000 | $5,968 萬 | 11.29% | +40,000+5.5% | 加碼 |
| Northern Trust Corp | 772,150 | $5,985 萬 | 0.01% | −171,078−18.1% | 減碼 |
| Platinum Investment Management Ltd | 778,466 | $6,034 萬 | 2.45% | −13,154−1.7% | 減碼 |
| Edmond de Rothschild Holding S.A. | 797,009 | $6,178 萬 | 1.11% | +70,256+9.7% | 加碼 |
| AMF Pensionsforsakring AB | 809,035 | $6,271 萬 | 0.54% | +187,818+30.2% | 加碼 |
| Neuberger Berman Group LLC | 818,075 | $6,341 萬 | 0.06% | +21,998+2.8% | 加碼 |
| IMC-Chicago, LLC | 820,895 | $6,363 萬 | 2.03% | +669,707+443.0% | 加碼 |
| Maple Rock Capital Partners Inc. | 824,600 | $6,391 萬 | 5.01% | +320,500+63.6% | 加碼 |
| HighTower Advisors, LLC | 828,621 | $6,426 萬 | 0.11% | +105,257+14.6% | 加碼 |
| Deutsche Bank AG | 852,129 | $6,605 萬 | 0.03% | −175,140−17.0% | 減碼 |
| WT Asset Management Ltd | 862,429 | $6,685 萬 | 8.40% | −42,013−4.6% | 減碼 |
| Origin Asset Management LLP | 891,420 | $6,909 萬 | 18.50% | −55,786−5.9% | 減碼 |
| CIBC World Markets Corp | 896,950 | $6,952 萬 | 0.38% | +896,950 | 新進 |
| Segantii Capital Management Ltd | 925,182 | $7,166 萬 | 4.20% | −143,425−13.4% | 減碼 |
| Causeway Capital Management LLC | 935,720 | $7,253 萬 | 1.85% | −194,028−17.2% | 減碼 |
| Voya Investment Management LLC | 965,135 | $7,481 萬 | 0.08% | −11,000−1.1% | 減碼 |
| Russell Investments Group, Ltd. | 992,784 | $7,695 萬 | 0.14% | +21,228+2.2% | 加碼 |
| Millennium Management LLC | 1,015,126 | $7,868 萬 | 0.07% | −633,997−38.4% | 減碼 |
| Carmignac Gestion | 1,075,360 | $8,335 萬 | 1.40% | −1,131,710−51.3% | 減碼 |
| Citigroup Inc | 1,092,605 | $8,469 萬 | 0.11% | +277,576+34.1% | 加碼 |
| Contrarius Investment Management Ltd | 1,097,944 | $8,510 萬 | 4.59% | +948,560+635.0% | 加碼 |