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。
2024 年第 4 季 13F 持有人
Alibaba Group Holding Ltd 在 2024/12/31 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
- 1,210
- 較 2024 年第 3 季 −5 家
- 持有股數
- 3.27 億
- 較 2024 年第 3 季 −4,045 萬 (−11.0%)
- 總市值
- $276.9 億
- 較 2024 年第 3 季 −$110.2 億 (−28.5%)
- 新進機構
- 206
- 另有 385 家加碼
- 清倉機構
- 211
- 另有 433 家減碼
另有 23 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Hudson Bay Capital Management LP | 500,000 | $4,240 萬 | 0.26% | −280,000−35.9% | 減碼 |
| Davis Asset Management, L.P. | 500,000 | $4,240 萬 | 1.73% | 00.0% | 不變 |
| Thornburg Investment Management Inc | 497,933 | $4,222 萬 | 0.56% | −920−0.2% | 減碼 |
| FengHe Fund Management Pte. Ltd. | 497,400 | $4,217 萬 | 12.44% | +497,400 | 新進 |
| Franklin Resources Inc | 488,356 | $4,141 萬 | 0.01% | +10,057+2.1% | 加碼 |
| Clark Capital Management Group, Inc. | 474,003 | $4,019 萬 | 0.28% | −29,127−5.8% | 減碼 |
| Ameriprise Financial Inc | 471,652 | $3,999 萬 | 0.01% | +54,342+13.0% | 加碼 |
| SEI Investments Co | 454,134 | $3,851 萬 | 0.05% | −132,262−22.6% | 減碼 |
| Novo Holdings A/S | 452,327 | $3,835 萬 | 2.32% | −48,500−9.7% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 448,731 | $3,805 萬 | 0.62% | +2,319+0.5% | 加碼 |
| Nuveen Asset Management, LLC | 441,820 | $3,746 萬 | 0.01% | −20.0% | 減碼 |
| Cerity Partners LLC | 432,177 | $3,672 萬 | 0.08% | −3,394−0.8% | 減碼 |
| CIBC Private Wealth Group, LLC | 438,333 | $3,668 萬 | 0.07% | −33,144−7.0% | 減碼 |
| Polunin Capital Partners Ltd | 416,576 | $3,545 萬 | 8.77% | −6,600−1.6% | 減碼 |
| Deutsche Bank AG | 417,289 | $3,538 萬 | 0.01% | +70,221+20.2% | 加碼 |
| Aviva PLC | 415,116 | $3,520 萬 | 0.09% | −47,249−10.2% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 493,227 | $3,476 萬 | 0.37% | −82,719−14.4% | 減碼 |
| Envestnet Asset Management Inc | 402,508 | $3,413 萬 | 0.01% | −72,127−15.2% | 減碼 |
| Contrarius Group Holdings Ltd | 398,865 | $3,382 萬 | 2.07% | +398,865 | 新進 |
| Natixis Advisors, L.P. | 392,427 | $3,327 萬 | 0.06% | −79,540−16.9% | 減碼 |
| Baird Financial Group, Inc. | 390,233 | $3,309 萬 | 0.06% | +12,525+3.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 371,328 | $3,148 萬 | 0.03% | −984,248−72.6% | 減碼 |
| Fort Washington Investment Advisors Inc | 363,319 | $3,081 萬 | 0.18% | −34,616−8.7% | 減碼 |
| Alberta Investment Management Corp | 354,454 | $3,005 萬 | 0.20% | 00.0% | 不變 |
| ArrowMark Colorado Holdings LLC | 351,300 | $2,979 萬 | 0.40% | −55,800−13.7% | 減碼 |
| New York State Common Retirement Fund | 350,592 | $2,973 萬 | 0.04% | −114,480−24.6% | 減碼 |
| Deprince Race & Zollo Inc | 331,543 | $2,811 萬 | 0.56% | +20,615+6.6% | 加碼 |
| CTC LLC | 315,213 | $2,673 萬 | 2.70% | +315,213 | 新進 |
| Todd Asset Management LLC | 309,235 | $2,622 萬 | 0.63% | +14,955+5.1% | 加碼 |
| Walleye Capital LLC | 303,707 | $2,575 萬 | 0.25% | +23,644+8.4% | 加碼 |
| Mirae Asset Securities (USA) Inc. | 303,305 | $2,572 萬 | 1.20% | +303,305 | 新進 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 287,312 | $2,436 萬 | 0.08% | −27,015−8.6% | 減碼 |
| Ancient Art, L.P. | 286,629 | $2,430 萬 | 5.17% | +125,000+77.3% | 加碼 |
| DJE Kapital AG | 288,144 | $2,429 萬 | 0.57% | +288,144 | 新進 |
| Private Management Group Inc | 284,037 | $2,408 萬 | 0.87% | −40,189−12.4% | 減碼 |
| Maxi Investments CY Ltd | 281,662 | $2,388 萬 | 4.61% | +102,235+57.0% | 加碼 |
| Caledonia Investments PLC | 278,000 | $2,357 萬 | 2.82% | 00.0% | 不變 |
| TT International Asset Management LTD | 276,562 | $2,345 萬 | 3.40% | −90,309−24.6% | 減碼 |
| Newlands Management Operations LLC | 269,858 | $2,288 萬 | 0.14% | 00.0% | 不變 |
| Brandywine Global Investment Management, LLC | 268,768 | $2,279 萬 | 0.17% | +42,290+18.7% | 加碼 |
| Tudor Investment Corp Et Al | 268,379 | $2,276 萬 | 0.24% | +216,837+420.7% | 加碼 |
| Massachusetts Financial Services Co | 267,683 | $2,270 萬 | 0.01% | −2,122−0.8% | 減碼 |
| UniSuper Management Pty Ltd | 264,442 | $2,242 萬 | 0.16% | 00.0% | 不變 |
| Itau Unibanco Holding S.A. | 260,860 | $2,213 萬 | 0.70% | +218,860+521.1% | 加碼 |
| Great West Life Assurance Co | 260,343 | $2,206 萬 | 0.04% | −5,901−2.2% | 減碼 |
| State of Michigan Retirement System | 257,000 | $2,179 萬 | 0.11% | 00.0% | 不變 |
| Bridgewater Associates, LP | 255,023 | $2,162 萬 | 0.10% | −257,280−50.2% | 減碼 |
| Vontobel Holding Ltd. | 254,212 | $2,155 萬 | 0.07% | +5,046+2.0% | 加碼 |
| Flossbach Von Storch AG | 249,100 | $2,112 萬 | 0.08% | −1,143−0.5% | 減碼 |
| Think Investments LP | 242,548 | $2,057 萬 | 4.52% | −35,852−12.9% | 減碼 |
| Pictet Asset Management Holding SA | 240,611 | $2,040 萬 | 0.02% | +11,200+4.9% | 加碼 |
| Varma Mutual Pension Insurance Co | 240,400 | $2,038 萬 | 0.15% | +27,000+12.7% | 加碼 |
| Antipodes Partners Ltd | 229,813 | $1,949 萬 | 0.68% | −145,614−38.8% | 減碼 |
| Harber Asset Management LLC | 228,732 | $1,939 萬 | 5.81% | +21,268+10.3% | 加碼 |
| Clearline Capital LP | 221,875 | $1,881 萬 | 2.49% | −72,974−24.7% | 減碼 |
| Stifel Financial Corp | 221,023 | $1,874 萬 | 0.02% | −45,826−17.2% | 減碼 |
| Kopernik Global Investors, LLC | 220,556 | $1,870 萬 | 2.00% | +35,493+19.2% | 加碼 |
| RWC Asset Management LLP | 215,118 | $1,824 萬 | 0.91% | −78,423−26.7% | 減碼 |
| Parallax Volatility Advisers, L.P. | 211,689 | $1,795 萬 | 0.39% | +211,689 | 新進 |
| Capital International Investors | 211,197 | $1,790 萬 | 0.00% | −851−0.4% | 減碼 |
| Public Employees Retirement System of Ohio | 210,464 | $1,785 萬 | 0.06% | −57,900−21.6% | 減碼 |
| Eisler Capital Management Ltd. | 203,594 | $1,730 萬 | 0.58% | +203,594 | 新進 |
| Warther Private Wealth, LLC | 202,457 | $1,717 萬 | 5.83% | +29,372+17.0% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 202,080 | $1,714 萬 | 0.15% | +15,590+8.4% | 加碼 |
| Schroder Investment Management Group | 202,309 | $1,702 萬 | 0.02% | +52,302+34.9% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 197,898 | $1,678 萬 | 1.10% | +82,917+72.1% | 加碼 |
| UBS Oconnor LLC | 196,410 | $1,665 萬 | 0.42% | +193,910+7,756.4% | 加碼 |
| Daily Journal Corp大師每日期刊 | 195,000 | $1,653 萬 | 7.90% | 00.0% | 不變 |
| Partners Value Investments LP | 194,375 | $1,648 萬 | 0.18% | 00.0% | 不變 |
| Coatue Management LLC大師Coatue | 192,728 | $1,634 萬 | 0.06% | −2,521,488−92.9% | 減碼 |
| Clearbridge Investments, LLC | 191,925 | $1,627 萬 | 0.01% | +70,234+57.7% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 190,873 | $1,618 萬 | 0.04% | +26,935+16.4% | 加碼 |
| Arnhold LLC | 190,825 | $1,618 萬 | 1.59% | −17,967−8.6% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 188,986 | $1,602 萬 | 0.02% | +188,986 | 新進 |
| Meritage Portfolio Management | 186,747 | $1,583 萬 | 0.98% | −4,241−2.2% | 減碼 |
| Groupe la Francaise | 185,424 | $1,578 萬 | 0.41% | +185,424 | 新進 |
| SIH Partners, LLLP | 184,759 | $1,567 萬 | 1.10% | +156,979+565.1% | 加碼 |
| Wolverine Trading, LLC | 182,367 | $1,534 萬 | 0.35% | +182,367 | 新進 |
| Marshall Wace, LLP | 179,726 | $1,524 萬 | 0.02% | −1,477,990−89.2% | 減碼 |
| Gemsstock Limited | 177,900 | $1,508 萬 | 3.12% | +20,100+12.7% | 加碼 |
| Liontrust Investment Partners LLP | 177,294 | $1,503 萬 | 0.22% | +77,507+77.7% | 加碼 |
| Bank of New York Mellon Corp | 172,748 | $1,465 萬 | 0.00% | +84,604+96.0% | 加碼 |
| GFS Advisors, LLC | 170,422 | $1,445 萬 | 2.20% | +170,422 | 新進 |
| Commonwealth Equity Services, LLC | 169,039 | $1,433 萬 | 0.02% | +42,621+33.7% | 加碼 |
| Toroso Investments, LLC | 166,993 | $1,416 萬 | 0.12% | +64,041+62.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 163,573 | $1,387 萬 | 0.12% | +23,895+17.1% | 加碼 |
| Allianz Asset Management GmbH | 163,351 | $1,385 萬 | 0.02% | −19,377−10.6% | 減碼 |
| Fred Alger Management, LLC | 158,102 | $1,341 萬 | 0.06% | +135,019+584.9% | 加碼 |
| Foundations Investment Advisors, LLC | 155,440 | $1,318 萬 | 0.25% | +27,088+21.1% | 加碼 |
| Monaco Asset Management SAM | 155,000 | $1,314 萬 | 5.85% | +155,000 | 新進 |
| Verition Fund Management LLC | 154,978 | $1,314 萬 | 0.07% | +24,851+19.1% | 加碼 |
| Aubrey Capital Management Ltd | 150,900 | $1,279 萬 | 4.85% | +150,900 | 新進 |
| Scion Asset Management, LLC | 150,000 | $1,272 萬 | 16.42% | −50,000−25.0% | 減碼 |
| MIC Capital Management UK LLP | 150,000 | $1,272 萬 | 1.80% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 149,957 | $1,271 萬 | 0.03% | +8,601+6.1% | 加碼 |
| Tamar Securities, LLC | 149,795 | $1,270 萬 | 1.75% | +6,279+4.4% | 加碼 |
| IMC-Chicago, LLC | 148,369 | $1,258 萬 | 0.34% | +148,369 | 新進 |
| Philosophy Capital Management LLC | 147,939 | $1,254 萬 | 1.69% | −25,254−14.6% | 減碼 |
| Quinn Opportunity Partners LLC | 143,000 | $1,212 萬 | 0.87% | −9,770−6.4% | 減碼 |
| Progeny 3, Inc. | 138,000 | $1,170 萬 | 0.93% | 00.0% | 不變 |