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 |
|---|---|---|---|---|---|
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 60,352 | $473.4 萬 | 0.94% | 00.0% | 不變 |
| Susquehanna International Group Ltd. | 60,972 | $472.6 萬 | 1.08% | +60,972 | 新進 |
| Hudson Bay Capital Management LP | 60,000 | $465.1 萬 | 0.04% | −190,000−76.0% | 減碼 |
| Perseverance Asset Management International | 58,542 | $453.8 萬 | 1.08% | 00.0% | 不變 |
| Clearline Capital LP | 58,500 | $453.4 萬 | 0.51% | +58,500 | 新進 |
| Private Advisor Group, LLC | 57,839 | $448.3 萬 | 0.03% | −5,891−9.2% | 減碼 |
| Twenty Acre Capital LP | 57,100 | $442.6 萬 | 4.21% | +32,900+136.0% | 加碼 |
| Janney Montgomery Scott LLC | 56,979 | $441.6 萬 | 0.01% | −137,020−70.6% | 減碼 |
| Jefferies Financial Group Inc. | 55,900 | $433.3 萬 | 0.07% | +29,283+110.0% | 加碼 |
| Madison Asset Management, LLC | 54,400 | $421.7 萬 | 0.06% | −9,545−14.9% | 減碼 |
| Renaissance Group LLC | 53,789 | $416.6 萬 | 0.17% | −12,271−18.6% | 減碼 |
| Kamunting Street Capital Management, L.P. | 53,052 | $411.2 萬 | 5.11% | +53,052 | 新進 |
| Freestone Capital Holdings, LLC | 52,909 | $410.1 萬 | 0.18% | +37,174+236.3% | 加碼 |
| Oppenheimer & Co Inc | 52,359 | $405.8 萬 | 0.07% | +2,327+4.7% | 加碼 |
| Discovery Capital Management, LLC | 52,300 | $405.4 萬 | 0.61% | +52,300 | 新進 |
| M&T Bank Corp | 51,805 | $401.5 萬 | 0.01% | +8,318+19.1% | 加碼 |
| Mariner, LLC | 50,737 | $393.3 萬 | 0.01% | −222−0.4% | 減碼 |
| V2 Financial group LLC | 50,149 | $388.7 萬 | 2.70% | −2,184−4.2% | 減碼 |
| Global Frontier Investments LLC | 50,000 | $387.6 萬 | 1.33% | 00.0% | 不變 |
| Paulson & Co. Inc. | 50,000 | $387.6 萬 | 0.35% | 00.0% | 不變 |
| Portland Hill Asset Management Ltd | 53,064 | $387.2 萬 | 10.12% | −379−0.7% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 49,824 | $386.2 萬 | 1.54% | +418+0.8% | 加碼 |
| Virtu Financial LLC | 49,465 | $383.4 萬 | 0.30% | +49,465 | 新進 |
| MMBG Investment Advisors Co. | 49,140 | $380.9 萬 | 0.45% | −3,655−6.9% | 減碼 |
| Nishkama Capital, LLC | 49,130 | $380.8 萬 | 0.99% | +49,130 | 新進 |
| NewEdge Wealth, LLC | 49,057 | $380.2 萬 | 0.10% | −118,785−70.8% | 減碼 |
| Summa Corp. | 49,052 | $380.2 萬 | 2.66% | +49,052 | 新進 |
| Capstone Investment Advisors, LLC | 48,834 | $378.5 萬 | 0.07% | +46,044+1,650.3% | 加碼 |
| Stelac Advisory Services LLC | 48,535 | $376.2 萬 | 2.03% | 00.0% | 不變 |
| Interval Partners, LP | 48,480 | $375.8 萬 | 0.16% | +48,480 | 新進 |
| Quilter Plc | 48,726 | $375.7 萬 | 0.13% | −8,031−14.1% | 減碼 |
| Annandale Capital, LLC | 48,400 | $375.1 萬 | 0.87% | +48,400 | 新進 |
| Cetera Advisor Networks LLC | 48,270 | $374.1 萬 | 0.02% | +5,749+13.5% | 加碼 |
| First Trust Advisors LP | 48,005 | $372.1 萬 | 0.00% | −72,101−60.0% | 減碼 |
| Aquamarine Zurich AG大師Aquamarine 基金 | 47,500 | $368.2 萬 | 1.61% | 00.0% | 不變 |
| Farley Capital L.P. | 46,916 | $363.6 萬 | 3.80% | −14,993−24.2% | 減碼 |
| Horiko Capital Management LLC | 46,673 | $361.4 萬 | 1.30% | +13,984+42.8% | 加碼 |
| EPIQ Capital Group, LLC | 45,871 | $360.1 萬 | 1.72% | +894+2.0% | 加碼 |
| AE Wealth Management LLC | 48,550 | $359.3 萬 | 0.02% | +32,938+211.0% | 加碼 |
| Robeco Institutional Asset Management B.V. | 45,533 | $352.9 萬 | 0.01% | −9,403−17.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 45,507 | $352.7 萬 | 0.05% | −11,705−20.5% | 減碼 |
| Nwi Management LP | 45,000 | $348.8 萬 | 0.71% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 44,830 | $347.5 萬 | 0.01% | +44,830 | 新進 |
| GWM Advisors LLC | 45,308 | $345.4 萬 | 0.03% | −73−0.2% | 減碼 |
| Yousif Capital Management, LLC | 44,356 | $343.8 萬 | 0.04% | +1,340+3.1% | 加碼 |
| Alden Global Capital LLC | 43,951 | $340.7 萬 | 4.35% | −32,316−42.4% | 減碼 |
| Capital Markets Trading UK LLP | 43,763 | $339.2 萬 | 2.50% | +43,763 | 新進 |
| Panagora Asset Management Inc | 42,689 | $330.9 萬 | 0.02% | +2,271+5.6% | 加碼 |
| Bulltick Wealth Management, LLC | 41,887 | $328.8 萬 | 0.75% | +24,128+135.9% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 42,385 | $328.5 萬 | 0.17% | 00.0% | 不變 |
| Knuff & Co LLC | 42,361 | $328.3 萬 | 1.20% | +5,406+14.6% | 加碼 |
| Vista Wealth Management Group, LLC | 42,272 | $327.7 萬 | 0.28% | +20,553+94.6% | 加碼 |
| Banque Cantonale Vaudoise | 42,198 | $327.3 萬 | 0.14% | −847−2.0% | 減碼 |
| KBC Group NV | 42,102 | $326.3 萬 | 0.01% | −2,369−5.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 41,746 | $323.6 萬 | 0.00% | −48,404−53.7% | 減碼 |
| Crake Asset Management LLP | 41,526 | $321.9 萬 | 0.31% | −204,000−83.1% | 減碼 |
| Helios Capital Management Pte. Ltd | 40,000 | $310.0 萬 | 2.46% | +40,000 | 新進 |
| Rovida Advisors Inc. | 40,000 | $310.0 萬 | 1.26% | +40,000 | 新進 |
| Virtus Family Office LLC | 39,025 | $306.3 萬 | 5.13% | +34,505+763.4% | 加碼 |
| Wafra Inc. | 38,874 | $301.3 萬 | 0.18% | −14,586−27.3% | 減碼 |
| CAPROCK Group, Inc. | 37,137 | $295.8 萬 | 0.19% | +8,773+30.9% | 加碼 |
| Academy Capital Management Inc | 38,113 | $295.4 萬 | 0.60% | −283−0.7% | 減碼 |
| Penserra Capital Management LLC | 38,017 | $294.6 萬 | 0.06% | +8,520+28.9% | 加碼 |
| Lombard Odier Asset Management (USA) Corp | 38,000 | $294.5 萬 | 0.43% | +13,000+52.0% | 加碼 |
| DCF Advisers, LLC | 37,800 | $293.0 萬 | 1.98% | +16,500+77.5% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 37,529 | $290.9 萬 | 0.27% | +37,529 | 新進 |
| Banque Pictet & Cie SA | 37,479 | $290.5 萬 | 0.03% | +1,646+4.6% | 加碼 |
| Guardcap Asset Management Ltd | 37,125 | $287.8 萬 | 0.04% | +3,405+10.1% | 加碼 |
| Nikko Asset Management Americas, Inc. | 36,793 | $285.1 萬 | 0.03% | −2,640−6.7% | 減碼 |
| Bank of Nova Scotia | 36,746 | $284.8 萬 | 0.01% | +32,516+768.7% | 加碼 |
| China Universal Asset Management Co., Ltd. | 36,000 | $282.3 萬 | 0.55% | −373−1.0% | 減碼 |
| Marathon Trading Investment Management LLC | 36,066 | $279.5 萬 | 0.54% | −7,332−16.9% | 減碼 |
| HighPoint Advisor Group LLC | 38,286 | $273.6 萬 | 0.20% | +38,286 | 新進 |
| Ancient Art, L.P. | 35,000 | $271.3 萬 | 0.45% | 00.0% | 不變 |
| Formula Growth Ltd | 34,876 | $270.3 萬 | 0.87% | −44,000−55.8% | 減碼 |
| ICONIQ Capital, LLC | 34,772 | $269.5 萬 | 0.05% | 00.0% | 不變 |
| Chartwell Investment Partners, LLC | 34,740 | $269.3 萬 | 0.09% | −5,731−14.2% | 減碼 |
| Pathstone Holdings, LLC | 33,792 | $266.7 萬 | 0.01% | +33,792 | 新進 |
| Pariax, LLC | 34,312 | $266.0 萬 | 6.00% | −5,366−13.5% | 減碼 |
| Ativo Capital Management LLC | 33,908 | $262.8 萬 | 2.81% | −3,100−8.4% | 減碼 |
| Mercer Global Advisors Inc | 33,834 | $262.2 萬 | 0.01% | −186−0.5% | 減碼 |
| Maven Securities LTD | 33,350 | $258.5 萬 | 0.29% | +7,305+28.0% | 加碼 |
| MML Investors Services, LLC | 33,074 | $256.4 萬 | 0.01% | −2,013−5.7% | 減碼 |
| Fragasso Group Inc. | 32,911 | $255.1 萬 | 0.23% | −5,257−13.8% | 減碼 |
| MAI Capital Management | 32,779 | $254.1 萬 | 0.03% | −7,227−18.1% | 減碼 |
| Optimas Capital Ltd | 32,500 | $251.9 萬 | 2.38% | −171,866−84.1% | 減碼 |
| Great Valley Advisor Group, Inc. | 32,156 | $249.3 萬 | 0.09% | +23,876+288.4% | 加碼 |
| Neumann Advisory Hong Kong Ltd | 31,662 | $245.4 萬 | 0.94% | 00.0% | 不變 |
| Segall Bryant & Hamill, LLC | 31,600 | $244.9 萬 | 0.05% | −2,096−6.2% | 減碼 |
| Kovack Advisors, Inc. | 31,555 | $244.6 萬 | 0.29% | −2,706−7.9% | 減碼 |
| Gluskin Sheff & Assoc Inc | 31,530 | $244.4 萬 | 0.24% | −12,440−28.3% | 減碼 |
| SIH Partners, LLLP | 31,450 | $243.8 萬 | 1.95% | +31,450 | 新進 |
| RPG Investment Advisory, LLC | 31,388 | $243.3 萬 | 0.40% | −5,785−15.6% | 減碼 |
| Kestra Advisory Services, LLC | 31,242 | $242.2 萬 | 0.02% | −2,078−6.2% | 減碼 |
| QRG Capital Management, Inc. | 31,015 | $240.4 萬 | 0.04% | −1,087−3.4% | 減碼 |
| Biglari, Sardar | 31,000 | $240.3 萬 | 8.37% | 00.0% | 不變 |
| Great West Life Assurance Co | 30,086 | $233.2 萬 | 0.01% | −22,076−42.3% | 減碼 |
| Sterneck Capital Management, LLC | 30,050 | $232.9 萬 | 1.48% | +3,751+14.3% | 加碼 |
| Abn Amro Investment Solutions | 30,047 | $232.9 萬 | 0.04% | −8,100−21.2% | 減碼 |
| Quantum Private Wealth, LLC | 29,979 | $232.4 萬 | 0.97% | +11,316+60.6% | 加碼 |